Civic Intelligence

KORU STRATEGY GROUP LLC

Plan context: KORU STRATEGY GROUP LLC 401(K) PLAN

EIN 36-4922126 • Sudbury, MA • 7 filings • 1 plans

517 Boston Post Rd633Sudbury, MA 01776-7627
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$253,138

2025 Contributions

$51,555

Historical Graphs

Total Assets Over Time

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

$588,955$294,478$0201920222025YearValue
$253,138Latest year 2025

Participants Over Time

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

1790201920222025YearValue
14Latest year 2025

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
2025114$253,138$51,555$3,683iApproximate average salary by contribution assumption: employee only about $92,063 at 4% or $61,375 at 6%; with 50% employer match about $61,375 at 4% or $40,917 at 6%; with 100% employer match about $46,031 at 4% or $30,688 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-14$253,138$51,555$3,683iApproximate average salary by contribution assumption: employee only about $92,063 at 4% or $61,375 at 6%; with 50% employer match about $61,375 at 4% or $40,917 at 6%; with 100% employer match about $46,031 at 4% or $30,688 at 6%.
2024115$588,955$209,161$13,944iApproximate average salary by contribution assumption: employee only about $348,602 at 4% or $232,401 at 6%; with 50% employer match about $232,401 at 4% or $154,934 at 6%; with 100% employer match about $174,301 at 4% or $116,201 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-15$588,955$209,161$13,944iApproximate average salary by contribution assumption: employee only about $348,602 at 4% or $232,401 at 6%; with 50% employer match about $232,401 at 4% or $154,934 at 6%; with 100% employer match about $174,301 at 4% or $116,201 at 6%.
2023117$493,738$138,578$8,152iApproximate average salary by contribution assumption: employee only about $203,791 at 4% or $135,861 at 6%; with 50% employer match about $135,861 at 4% or $90,574 at 6%; with 100% employer match about $101,896 at 4% or $67,930 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-17$493,738$138,578$8,152iApproximate average salary by contribution assumption: employee only about $203,791 at 4% or $135,861 at 6%; with 50% employer match about $135,861 at 4% or $90,574 at 6%; with 100% employer match about $101,896 at 4% or $67,930 at 6%.
2022113$311,582$119,370$9,182iApproximate average salary by contribution assumption: employee only about $229,558 at 4% or $153,038 at 6%; with 50% employer match about $153,038 at 4% or $102,026 at 6%; with 100% employer match about $114,779 at 4% or $76,519 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-13$311,582$119,370$9,182iApproximate average salary by contribution assumption: employee only about $229,558 at 4% or $153,038 at 6%; with 50% employer match about $153,038 at 4% or $102,026 at 6%; with 100% employer match about $114,779 at 4% or $76,519 at 6%.
202119$247,666$68,336$7,593iApproximate average salary by contribution assumption: employee only about $189,822 at 4% or $126,548 at 6%; with 50% employer match about $126,548 at 4% or $84,365 at 6%; with 100% employer match about $94,911 at 4% or $63,274 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-9$247,666$68,336$7,593iApproximate average salary by contribution assumption: employee only about $189,822 at 4% or $126,548 at 6%; with 50% employer match about $126,548 at 4% or $84,365 at 6%; with 100% employer match about $94,911 at 4% or $63,274 at 6%.
202015$155,577$88,738$17,748iApproximate average salary by contribution assumption: employee only about $443,690 at 4% or $295,793 at 6%; with 50% employer match about $295,793 at 4% or $197,196 at 6%; with 100% employer match about $221,845 at 4% or $147,897 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-5$155,577$88,738$17,748iApproximate average salary by contribution assumption: employee only about $443,690 at 4% or $295,793 at 6%; with 50% employer match about $295,793 at 4% or $197,196 at 6%; with 100% employer match about $221,845 at 4% or $147,897 at 6%.
201914$51,430$38,440$9,610iApproximate average salary by contribution assumption: employee only about $240,250 at 4% or $160,167 at 6%; with 50% employer match about $160,167 at 4% or $106,778 at 6%; with 100% employer match about $120,125 at 4% or $80,083 at 6%.
KORU STRATEGY GROUP LLC 401(K) PLAN-4$51,430$38,440$9,610iApproximate average salary by contribution assumption: employee only about $240,250 at 4% or $160,167 at 6%; with 50% employer match about $160,167 at 4% or $106,778 at 6%; with 100% employer match about $120,125 at 4% or $80,083 at 6%.