Civic Intelligence

Strategic Offsites Group Inc.

Plan context: Strategic Offsites Group Inc. 401(K) Plan & Trust

EIN 26-3921780 • Newton, MA • 17 filings • 3 plans

25 Brackett RoadNewton, MA 02458
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,083,981

2024 Contributions

$118,390

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,083,981$2,541,991$0201020172024YearValue
$5,083,981Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680201020172024YearValue
16Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024116$5,083,981$118,390$7,399iApproximate average salary by contribution assumption: employee only about $184,984 at 4% or $123,323 at 6%; with 50% employer match about $123,323 at 4% or $82,215 at 6%; with 100% employer match about $92,492 at 4% or $61,661 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-16$5,083,981$118,390$7,399iApproximate average salary by contribution assumption: employee only about $184,984 at 4% or $123,323 at 6%; with 50% employer match about $123,323 at 4% or $82,215 at 6%; with 100% employer match about $92,492 at 4% or $61,661 at 6%.
2023114$4,050,836$137,902$9,850iApproximate average salary by contribution assumption: employee only about $246,254 at 4% or $164,169 at 6%; with 50% employer match about $164,169 at 4% or $109,446 at 6%; with 100% employer match about $123,127 at 4% or $82,085 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-14$4,050,836$137,902$9,850iApproximate average salary by contribution assumption: employee only about $246,254 at 4% or $164,169 at 6%; with 50% employer match about $164,169 at 4% or $109,446 at 6%; with 100% employer match about $123,127 at 4% or $82,085 at 6%.
2022113$2,900,272$193,036$14,849iApproximate average salary by contribution assumption: employee only about $371,223 at 4% or $247,482 at 6%; with 50% employer match about $247,482 at 4% or $164,988 at 6%; with 100% employer match about $185,612 at 4% or $123,741 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-13$2,900,272$193,036$14,849iApproximate average salary by contribution assumption: employee only about $371,223 at 4% or $247,482 at 6%; with 50% employer match about $247,482 at 4% or $164,988 at 6%; with 100% employer match about $185,612 at 4% or $123,741 at 6%.
2021113$4,275,336$203,721$15,671iApproximate average salary by contribution assumption: employee only about $391,771 at 4% or $261,181 at 6%; with 50% employer match about $261,181 at 4% or $174,121 at 6%; with 100% employer match about $195,886 at 4% or $130,590 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-13$4,275,336$203,721$15,671iApproximate average salary by contribution assumption: employee only about $391,771 at 4% or $261,181 at 6%; with 50% employer match about $261,181 at 4% or $174,121 at 6%; with 100% employer match about $195,886 at 4% or $130,590 at 6%.
2020113$3,475,403$202,184$15,553iApproximate average salary by contribution assumption: employee only about $388,815 at 4% or $259,210 at 6%; with 50% employer match about $259,210 at 4% or $172,807 at 6%; with 100% employer match about $194,408 at 4% or $129,605 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-13$3,475,403$202,184$15,553iApproximate average salary by contribution assumption: employee only about $388,815 at 4% or $259,210 at 6%; with 50% employer match about $259,210 at 4% or $172,807 at 6%; with 100% employer match about $194,408 at 4% or $129,605 at 6%.
2019114$2,479,184$201,184$14,370iApproximate average salary by contribution assumption: employee only about $359,257 at 4% or $239,505 at 6%; with 50% employer match about $239,505 at 4% or $159,670 at 6%; with 100% employer match about $179,629 at 4% or $119,752 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-14$2,479,184$201,184$14,370iApproximate average salary by contribution assumption: employee only about $359,257 at 4% or $239,505 at 6%; with 50% employer match about $239,505 at 4% or $159,670 at 6%; with 100% employer match about $179,629 at 4% or $119,752 at 6%.
2018113$1,819,807$192,212$14,786iApproximate average salary by contribution assumption: employee only about $369,638 at 4% or $246,426 at 6%; with 50% employer match about $246,426 at 4% or $164,284 at 6%; with 100% employer match about $184,819 at 4% or $123,213 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-13$1,819,807$192,212$14,786iApproximate average salary by contribution assumption: employee only about $369,638 at 4% or $246,426 at 6%; with 50% employer match about $246,426 at 4% or $164,284 at 6%; with 100% employer match about $184,819 at 4% or $123,213 at 6%.
2017111$2,001,298$177,553$16,141iApproximate average salary by contribution assumption: employee only about $403,530 at 4% or $269,020 at 6%; with 50% employer match about $269,020 at 4% or $179,346 at 6%; with 100% employer match about $201,765 at 4% or $134,510 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-11$2,001,298$177,553$16,141iApproximate average salary by contribution assumption: employee only about $403,530 at 4% or $269,020 at 6%; with 50% employer match about $269,020 at 4% or $179,346 at 6%; with 100% employer match about $201,765 at 4% or $134,510 at 6%.
2016111$1,739,347$113,838$10,349iApproximate average salary by contribution assumption: employee only about $258,723 at 4% or $172,482 at 6%; with 50% employer match about $172,482 at 4% or $114,988 at 6%; with 100% employer match about $129,361 at 4% or $86,241 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-11$1,739,347$113,838$10,349iApproximate average salary by contribution assumption: employee only about $258,723 at 4% or $172,482 at 6%; with 50% employer match about $172,482 at 4% or $114,988 at 6%; with 100% employer match about $129,361 at 4% or $86,241 at 6%.
2015110$1,527,750$194,134$19,413iApproximate average salary by contribution assumption: employee only about $485,335 at 4% or $323,557 at 6%; with 50% employer match about $323,557 at 4% or $215,704 at 6%; with 100% employer match about $242,668 at 4% or $161,778 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-10$1,527,750$194,134$19,413iApproximate average salary by contribution assumption: employee only about $485,335 at 4% or $323,557 at 6%; with 50% employer match about $323,557 at 4% or $215,704 at 6%; with 100% employer match about $242,668 at 4% or $161,778 at 6%.
201417$1,332,625$159,333$22,762iApproximate average salary by contribution assumption: employee only about $569,046 at 4% or $379,364 at 6%; with 50% employer match about $379,364 at 4% or $252,910 at 6%; with 100% employer match about $284,523 at 4% or $189,682 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-7$1,332,625$159,333$22,762iApproximate average salary by contribution assumption: employee only about $569,046 at 4% or $379,364 at 6%; with 50% employer match about $379,364 at 4% or $252,910 at 6%; with 100% employer match about $284,523 at 4% or $189,682 at 6%.
201317$1,135,087$153,966$21,995iApproximate average salary by contribution assumption: employee only about $549,879 at 4% or $366,586 at 6%; with 50% employer match about $366,586 at 4% or $244,390 at 6%; with 100% employer match about $274,939 at 4% or $183,293 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-7$1,135,087$153,966$21,995iApproximate average salary by contribution assumption: employee only about $549,879 at 4% or $366,586 at 6%; with 50% employer match about $366,586 at 4% or $244,390 at 6%; with 100% employer match about $274,939 at 4% or $183,293 at 6%.
201217$941,654$152,904$21,843iApproximate average salary by contribution assumption: employee only about $546,086 at 4% or $364,057 at 6%; with 50% employer match about $364,057 at 4% or $242,705 at 6%; with 100% employer match about $273,043 at 4% or $182,029 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-7$941,654$152,904$21,843iApproximate average salary by contribution assumption: employee only about $546,086 at 4% or $364,057 at 6%; with 50% employer match about $364,057 at 4% or $242,705 at 6%; with 100% employer match about $273,043 at 4% or $182,029 at 6%.
201126$771,295$494,684$82,447iApproximate average salary by contribution assumption: employee only about $2,061,183 at 4% or $1,374,122 at 6%; with 50% employer match about $1,374,122 at 4% or $916,081 at 6%; with 100% employer match about $1,030,592 at 4% or $687,061 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-6$771,295$481,343$80,224iApproximate average salary by contribution assumption: employee only about $2,005,596 at 4% or $1,337,064 at 6%; with 50% employer match about $1,337,064 at 4% or $891,376 at 6%; with 100% employer match about $1,002,798 at 4% or $668,532 at 6%.
STRATEGIC OFFSITES GROUP, INC. CASH BALANCE PENSION PLAN & TRUST-0$0$13,341-
201027$790,078$236,283$33,755iApproximate average salary by contribution assumption: employee only about $843,868 at 4% or $562,579 at 6%; with 50% employer match about $562,579 at 4% or $375,052 at 6%; with 100% employer match about $421,934 at 4% or $281,289 at 6%.
STRATEGIC OFFSITES GROUP, INC. CASH BALANCE PENSION PLAN & TRUST-3$437,659$152,000$50,667iApproximate average salary by contribution assumption: employee only about $1,266,667 at 4% or $844,444 at 6%; with 50% employer match about $844,444 at 4% or $562,963 at 6%; with 100% employer match about $633,333 at 4% or $422,222 at 6%.
Strategic Offsites Group Inc. 401(K) Plan & Trust-7$352,419$84,283$12,040iApproximate average salary by contribution assumption: employee only about $301,011 at 4% or $200,674 at 6%; with 50% employer match about $200,674 at 4% or $133,783 at 6%; with 100% employer match about $150,505 at 4% or $100,337 at 6%.