Retirement Strategies LLC
Plan context: Retirement Strategies LLC 401(K) Profit Sharing Plan
EIN 27-0017183 • Little Chute, WI • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,311,887
2024 Contributions
$53,933
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,311,887 | $53,933 | $6,742iApproximate average salary by contribution assumption: employee only about $168,541 at 4% or $112,360 at 6%; with 50% employer match about $112,360 at 4% or $74,907 at 6%; with 100% employer match about $84,270 at 4% or $56,180 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 8 | $1,311,887 | $53,933 | $6,742iApproximate average salary by contribution assumption: employee only about $168,541 at 4% or $112,360 at 6%; with 50% employer match about $112,360 at 4% or $74,907 at 6%; with 100% employer match about $84,270 at 4% or $56,180 at 6%. |
| 2023 | 1 | 8 | $1,174,730 | $51,273 | $6,409iApproximate average salary by contribution assumption: employee only about $160,228 at 4% or $106,819 at 6%; with 50% employer match about $106,819 at 4% or $71,213 at 6%; with 100% employer match about $80,114 at 4% or $53,409 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 8 | $1,174,730 | $51,273 | $6,409iApproximate average salary by contribution assumption: employee only about $160,228 at 4% or $106,819 at 6%; with 50% employer match about $106,819 at 4% or $71,213 at 6%; with 100% employer match about $80,114 at 4% or $53,409 at 6%. |
| 2022 | 1 | 8 | $976,732 | $45,912 | $5,739iApproximate average salary by contribution assumption: employee only about $143,475 at 4% or $95,650 at 6%; with 50% employer match about $95,650 at 4% or $63,767 at 6%; with 100% employer match about $71,738 at 4% or $47,825 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 8 | $976,732 | $45,912 | $5,739iApproximate average salary by contribution assumption: employee only about $143,475 at 4% or $95,650 at 6%; with 50% employer match about $95,650 at 4% or $63,767 at 6%; with 100% employer match about $71,738 at 4% or $47,825 at 6%. |
| 2021 | 1 | 7 | $1,168,324 | $46,922 | $6,703iApproximate average salary by contribution assumption: employee only about $167,579 at 4% or $111,719 at 6%; with 50% employer match about $111,719 at 4% or $74,479 at 6%; with 100% employer match about $83,789 at 4% or $55,860 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 7 | $1,168,324 | $46,922 | $6,703iApproximate average salary by contribution assumption: employee only about $167,579 at 4% or $111,719 at 6%; with 50% employer match about $111,719 at 4% or $74,479 at 6%; with 100% employer match about $83,789 at 4% or $55,860 at 6%. |
| 2020 | 1 | 7 | $985,895 | $46,206 | $6,601iApproximate average salary by contribution assumption: employee only about $165,021 at 4% or $110,014 at 6%; with 50% employer match about $110,014 at 4% or $73,343 at 6%; with 100% employer match about $82,511 at 4% or $55,007 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 7 | $985,895 | $46,206 | $6,601iApproximate average salary by contribution assumption: employee only about $165,021 at 4% or $110,014 at 6%; with 50% employer match about $110,014 at 4% or $73,343 at 6%; with 100% employer match about $82,511 at 4% or $55,007 at 6%. |
| 2019 | 1 | 6 | $808,026 | $42,480 | $7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 6 | $808,026 | $42,480 | $7,080iApproximate average salary by contribution assumption: employee only about $177,000 at 4% or $118,000 at 6%; with 50% employer match about $118,000 at 4% or $78,667 at 6%; with 100% employer match about $88,500 at 4% or $59,000 at 6%. |
| 2018 | 1 | 5 | $639,788 | $249,453 | $49,891iApproximate average salary by contribution assumption: employee only about $1,247,265 at 4% or $831,510 at 6%; with 50% employer match about $831,510 at 4% or $554,340 at 6%; with 100% employer match about $623,633 at 4% or $415,755 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $639,788 | $249,453 | $49,891iApproximate average salary by contribution assumption: employee only about $1,247,265 at 4% or $831,510 at 6%; with 50% employer match about $831,510 at 4% or $554,340 at 6%; with 100% employer match about $623,633 at 4% or $415,755 at 6%. |
| 2017 | 1 | 4 | $449,569 | $32,891 | $8,223iApproximate average salary by contribution assumption: employee only about $205,569 at 4% or $137,046 at 6%; with 50% employer match about $137,046 at 4% or $91,364 at 6%; with 100% employer match about $102,784 at 4% or $68,523 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 4 | $449,569 | $32,891 | $8,223iApproximate average salary by contribution assumption: employee only about $205,569 at 4% or $137,046 at 6%; with 50% employer match about $137,046 at 4% or $91,364 at 6%; with 100% employer match about $102,784 at 4% or $68,523 at 6%. |
| 2016 | 1 | 5 | $360,927 | $41,528 | $8,306iApproximate average salary by contribution assumption: employee only about $207,640 at 4% or $138,427 at 6%; with 50% employer match about $138,427 at 4% or $92,284 at 6%; with 100% employer match about $103,820 at 4% or $69,213 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $360,927 | $41,528 | $8,306iApproximate average salary by contribution assumption: employee only about $207,640 at 4% or $138,427 at 6%; with 50% employer match about $138,427 at 4% or $92,284 at 6%; with 100% employer match about $103,820 at 4% or $69,213 at 6%. |
| 2015 | 1 | 5 | $332,593 | $31,489 | $6,298iApproximate average salary by contribution assumption: employee only about $157,445 at 4% or $104,963 at 6%; with 50% employer match about $104,963 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $332,593 | $31,489 | $6,298iApproximate average salary by contribution assumption: employee only about $157,445 at 4% or $104,963 at 6%; with 50% employer match about $104,963 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%. |
| 2014 | 1 | 5 | $316,800 | $33,329 | $6,666iApproximate average salary by contribution assumption: employee only about $166,645 at 4% or $111,097 at 6%; with 50% employer match about $111,097 at 4% or $74,064 at 6%; with 100% employer match about $83,323 at 4% or $55,548 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $316,800 | $33,329 | $6,666iApproximate average salary by contribution assumption: employee only about $166,645 at 4% or $111,097 at 6%; with 50% employer match about $111,097 at 4% or $74,064 at 6%; with 100% employer match about $83,323 at 4% or $55,548 at 6%. |
| 2013 | 1 | 4 | $279,985 | $30,467 | $7,617iApproximate average salary by contribution assumption: employee only about $190,419 at 4% or $126,946 at 6%; with 50% employer match about $126,946 at 4% or $84,631 at 6%; with 100% employer match about $95,209 at 4% or $63,473 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 4 | $279,985 | $30,467 | $7,617iApproximate average salary by contribution assumption: employee only about $190,419 at 4% or $126,946 at 6%; with 50% employer match about $126,946 at 4% or $84,631 at 6%; with 100% employer match about $95,209 at 4% or $63,473 at 6%. |
| 2012 | 1 | 3 | $216,215 | $22,549 | $7,516iApproximate average salary by contribution assumption: employee only about $187,908 at 4% or $125,272 at 6%; with 50% employer match about $125,272 at 4% or $83,515 at 6%; with 100% employer match about $93,954 at 4% or $62,636 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 3 | $216,215 | $22,549 | $7,516iApproximate average salary by contribution assumption: employee only about $187,908 at 4% or $125,272 at 6%; with 50% employer match about $125,272 at 4% or $83,515 at 6%; with 100% employer match about $93,954 at 4% or $62,636 at 6%. |
| 2011 | 1 | 4 | $179,683 | $23,657 | $5,914iApproximate average salary by contribution assumption: employee only about $147,856 at 4% or $98,571 at 6%; with 50% employer match about $98,571 at 4% or $65,714 at 6%; with 100% employer match about $73,928 at 4% or $49,285 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 4 | $179,683 | $23,657 | $5,914iApproximate average salary by contribution assumption: employee only about $147,856 at 4% or $98,571 at 6%; with 50% employer match about $98,571 at 4% or $65,714 at 6%; with 100% employer match about $73,928 at 4% or $49,285 at 6%. |
| 2010 | 1 | 5 | $187,663 | $28,290 | $5,658iApproximate average salary by contribution assumption: employee only about $141,450 at 4% or $94,300 at 6%; with 50% employer match about $94,300 at 4% or $62,867 at 6%; with 100% employer match about $70,725 at 4% or $47,150 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $187,663 | $28,290 | $5,658iApproximate average salary by contribution assumption: employee only about $141,450 at 4% or $94,300 at 6%; with 50% employer match about $94,300 at 4% or $62,867 at 6%; with 100% employer match about $70,725 at 4% or $47,150 at 6%. |
| 2009 | 1 | 5 | $138,655 | $24,657 | $4,931iApproximate average salary by contribution assumption: employee only about $123,285 at 4% or $82,190 at 6%; with 50% employer match about $82,190 at 4% or $54,793 at 6%; with 100% employer match about $61,642 at 4% or $41,095 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | $138,655 | $24,657 | $4,931iApproximate average salary by contribution assumption: employee only about $123,285 at 4% or $82,190 at 6%; with 50% employer match about $82,190 at 4% or $54,793 at 6%; with 100% employer match about $61,642 at 4% or $41,095 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2006 | 1 | 4 | $69,279 | $15,932 | $3,983iApproximate average salary by contribution assumption: employee only about $99,575 at 4% or $66,383 at 6%; with 50% employer match about $66,383 at 4% or $44,256 at 6%; with 100% employer match about $49,788 at 4% or $33,192 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 4 | $69,279 | $15,932 | $3,983iApproximate average salary by contribution assumption: employee only about $99,575 at 4% or $66,383 at 6%; with 50% employer match about $66,383 at 4% or $44,256 at 6%; with 100% employer match about $49,788 at 4% or $33,192 at 6%. |
| 2005 | 1 | 2 | $47,100 | $14,051 | $7,026iApproximate average salary by contribution assumption: employee only about $175,638 at 4% or $117,092 at 6%; with 50% employer match about $117,092 at 4% or $78,061 at 6%; with 100% employer match about $87,819 at 4% or $58,546 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 2 | $47,100 | $14,051 | $7,026iApproximate average salary by contribution assumption: employee only about $175,638 at 4% or $117,092 at 6%; with 50% employer match about $117,092 at 4% or $78,061 at 6%; with 100% employer match about $87,819 at 4% or $58,546 at 6%. |
| 2004 | 1 | 2 | $30,729 | $13,792 | $6,896iApproximate average salary by contribution assumption: employee only about $172,400 at 4% or $114,933 at 6%; with 50% employer match about $114,933 at 4% or $76,622 at 6%; with 100% employer match about $86,200 at 4% or $57,467 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 2 | $30,729 | $13,792 | $6,896iApproximate average salary by contribution assumption: employee only about $172,400 at 4% or $114,933 at 6%; with 50% employer match about $114,933 at 4% or $76,622 at 6%; with 100% employer match about $86,200 at 4% or $57,467 at 6%. |
| 2003 | 1 | 2 | $15,595 | $11,678 | $5,839iApproximate average salary by contribution assumption: employee only about $145,975 at 4% or $97,317 at 6%; with 50% employer match about $97,317 at 4% or $64,878 at 6%; with 100% employer match about $72,988 at 4% or $48,658 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 2 | $15,595 | $11,678 | $5,839iApproximate average salary by contribution assumption: employee only about $145,975 at 4% or $97,317 at 6%; with 50% employer match about $97,317 at 4% or $64,878 at 6%; with 100% employer match about $72,988 at 4% or $48,658 at 6%. |
| 2002 | 1 | 2 | $2,629 | $2,783 | $1,392iApproximate average salary by contribution assumption: employee only about $34,788 at 4% or $23,192 at 6%; with 50% employer match about $23,192 at 4% or $15,461 at 6%; with 100% employer match about $17,394 at 4% or $11,596 at 6%. |
| Retirement Strategies LLC 401(K) Profit Sharing Plan | - | 2 | $2,629 | $2,783 | $1,392iApproximate average salary by contribution assumption: employee only about $34,788 at 4% or $23,192 at 6%; with 50% employer match about $23,192 at 4% or $15,461 at 6%; with 100% employer match about $17,394 at 4% or $11,596 at 6%. |