Strategic Retirement Solutions Inc.
Plan context: STRATEGIC TAX & RETIREMENT 401(K) PLAN
EIN 27-3200343 • Rochester, MN • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$156,074
2024 Contributions
$76,942
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 | 2 | 7 | $156,074 | $76,942 | $10,992iApproximate average salary by contribution assumption: employee only about $274,793 at 4% or $183,195 at 6%; with 50% employer match about $183,195 at 4% or $122,130 at 6%; with 100% employer match about $137,396 at 4% or $91,598 at 6%. |
| STRATEGIC TAX & RETIREMENT 401(K) PLAN | - | 7 | $156,074 | $76,942 | $10,992iApproximate average salary by contribution assumption: employee only about $274,793 at 4% or $183,195 at 6%; with 50% employer match about $183,195 at 4% or $122,130 at 6%; with 100% employer match about $137,396 at 4% or $91,598 at 6%. |
| Strategic Tax & Retirement 401K Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 7 | $87,217 | $62,012 | $8,859iApproximate average salary by contribution assumption: employee only about $221,471 at 4% or $147,648 at 6%; with 50% employer match about $147,648 at 4% or $98,432 at 6%; with 100% employer match about $110,736 at 4% or $73,824 at 6%. |
| STRATEGIC TAX & RETIREMENT 401(K) PLAN | - | 7 | $66,240 | $62,012 | $8,859iApproximate average salary by contribution assumption: employee only about $221,471 at 4% or $147,648 at 6%; with 50% employer match about $147,648 at 4% or $98,432 at 6%; with 100% employer match about $110,736 at 4% or $73,824 at 6%. |
| Strategic Tax & Retirement 401K Plan | - | 1 | $20,977 | - | - |
| 2022 | 1 | 7 | $20,925 | $0 | - |
| Strategic Tax & Retirement 401K Plan | - | 7 | $20,925 | - | - |
| 2021 | 1 | 6 | $18,865 | $0 | - |
| Strategic Tax & Retirement 401K Plan | - | 6 | $18,865 | - | - |
| 2020 | 1 | 7 | $18,865 | $0 | - |
| Strategic Tax & Retirement 401K Plan | - | 7 | $18,865 | - | - |
| 2019 | 1 | 7 | $18,862 | $0 | - |
| Strategic Tax & Retirement 401K Plan | - | 7 | $18,862 | - | - |
| 2018 | 1 | 7 | $18,358 | $18,358 | $2,623iApproximate average salary by contribution assumption: employee only about $65,564 at 4% or $43,710 at 6%; with 50% employer match about $43,710 at 4% or $29,140 at 6%; with 100% employer match about $32,782 at 4% or $21,855 at 6%. |
| Strategic Tax & Retirement 401K Plan | - | 7 | $18,358 | $18,358 | $2,623iApproximate average salary by contribution assumption: employee only about $65,564 at 4% or $43,710 at 6%; with 50% employer match about $43,710 at 4% or $29,140 at 6%; with 100% employer match about $32,782 at 4% or $21,855 at 6%. |