The Stratford Group Ltd.
Plan context: The Stratford Group 401K Plan
EIN 38-2287224 • Alpena, MI • 21 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
9
2018 Assets
$477,417
2018 Contributions
$25,067
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 9 | $477,417 | $25,067 | $2,785iApproximate average salary by contribution assumption: employee only about $69,631 at 4% or $46,420 at 6%; with 50% employer match about $46,420 at 4% or $30,947 at 6%; with 100% employer match about $34,815 at 4% or $23,210 at 6%. |
| The Stratford Group 401K Plan | - | 9 | $477,417 | $25,067 | $2,785iApproximate average salary by contribution assumption: employee only about $69,631 at 4% or $46,420 at 6%; with 50% employer match about $46,420 at 4% or $30,947 at 6%; with 100% employer match about $34,815 at 4% or $23,210 at 6%. |
| The Stratford Group 401K Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 10 | $633,381 | $36,073 | $3,607iApproximate average salary by contribution assumption: employee only about $90,183 at 4% or $60,122 at 6%; with 50% employer match about $60,122 at 4% or $40,081 at 6%; with 100% employer match about $45,091 at 4% or $30,061 at 6%. |
| The Stratford Group 401K Plan | - | 10 | $633,381 | $36,073 | $3,607iApproximate average salary by contribution assumption: employee only about $90,183 at 4% or $60,122 at 6%; with 50% employer match about $60,122 at 4% or $40,081 at 6%; with 100% employer match about $45,091 at 4% or $30,061 at 6%. |
| 2016 | 1 | 12 | $668,256 | $55,081 | $4,590iApproximate average salary by contribution assumption: employee only about $114,752 at 4% or $76,501 at 6%; with 50% employer match about $76,501 at 4% or $51,001 at 6%; with 100% employer match about $57,376 at 4% or $38,251 at 6%. |
| The Stratford Group 401K Plan | - | 12 | $668,256 | $55,081 | $4,590iApproximate average salary by contribution assumption: employee only about $114,752 at 4% or $76,501 at 6%; with 50% employer match about $76,501 at 4% or $51,001 at 6%; with 100% employer match about $57,376 at 4% or $38,251 at 6%. |
| 2015 | 1 | 12 | $581,508 | $61,058 | $5,088iApproximate average salary by contribution assumption: employee only about $127,204 at 4% or $84,803 at 6%; with 50% employer match about $84,803 at 4% or $56,535 at 6%; with 100% employer match about $63,602 at 4% or $42,401 at 6%. |
| The Stratford Group 401K Plan | - | 12 | $581,508 | $61,058 | $5,088iApproximate average salary by contribution assumption: employee only about $127,204 at 4% or $84,803 at 6%; with 50% employer match about $84,803 at 4% or $56,535 at 6%; with 100% employer match about $63,602 at 4% or $42,401 at 6%. |
| 2014 | 1 | 12 | $843,752 | $63,088 | $5,257iApproximate average salary by contribution assumption: employee only about $131,433 at 4% or $87,622 at 6%; with 50% employer match about $87,622 at 4% or $58,415 at 6%; with 100% employer match about $65,717 at 4% or $43,811 at 6%. |
| The Stratford Group 401K Plan | - | 12 | $843,752 | $63,088 | $5,257iApproximate average salary by contribution assumption: employee only about $131,433 at 4% or $87,622 at 6%; with 50% employer match about $87,622 at 4% or $58,415 at 6%; with 100% employer match about $65,717 at 4% or $43,811 at 6%. |
| 2013 | 1 | 13 | $722,521 | $50,792 | $3,907iApproximate average salary by contribution assumption: employee only about $97,677 at 4% or $65,118 at 6%; with 50% employer match about $65,118 at 4% or $43,412 at 6%; with 100% employer match about $48,838 at 4% or $32,559 at 6%. |
| The Stratford Group 401K Plan | - | 13 | $722,521 | $50,792 | $3,907iApproximate average salary by contribution assumption: employee only about $97,677 at 4% or $65,118 at 6%; with 50% employer match about $65,118 at 4% or $43,412 at 6%; with 100% employer match about $48,838 at 4% or $32,559 at 6%. |
| 2012 | 1 | 29 | $532,928 | $49,571 | $1,709iApproximate average salary by contribution assumption: employee only about $42,734 at 4% or $28,489 at 6%; with 50% employer match about $28,489 at 4% or $18,993 at 6%; with 100% employer match about $21,367 at 4% or $14,245 at 6%. |
| The Stratford Group 401K Plan | - | 29 | $532,928 | $49,571 | $1,709iApproximate average salary by contribution assumption: employee only about $42,734 at 4% or $28,489 at 6%; with 50% employer match about $28,489 at 4% or $18,993 at 6%; with 100% employer match about $21,367 at 4% or $14,245 at 6%. |
| 2011 | 1 | 28 | $431,944 | $41,214 | $1,472iApproximate average salary by contribution assumption: employee only about $36,798 at 4% or $24,532 at 6%; with 50% employer match about $24,532 at 4% or $16,355 at 6%; with 100% employer match about $18,399 at 4% or $12,266 at 6%. |
| The Stratford Group 401K Plan | - | 28 | $431,944 | $41,214 | $1,472iApproximate average salary by contribution assumption: employee only about $36,798 at 4% or $24,532 at 6%; with 50% employer match about $24,532 at 4% or $16,355 at 6%; with 100% employer match about $18,399 at 4% or $12,266 at 6%. |
| 2010 | 1 | 29 | $399,226 | $36,106 | $1,245iApproximate average salary by contribution assumption: employee only about $31,126 at 4% or $20,751 at 6%; with 50% employer match about $20,751 at 4% or $13,834 at 6%; with 100% employer match about $15,563 at 4% or $10,375 at 6%. |
| The Stratford Group 401K Plan | - | 29 | $399,226 | $36,106 | $1,245iApproximate average salary by contribution assumption: employee only about $31,126 at 4% or $20,751 at 6%; with 50% employer match about $20,751 at 4% or $13,834 at 6%; with 100% employer match about $15,563 at 4% or $10,375 at 6%. |
| 2009 | 1 | 34 | $324,601 | $33,336 | $980iApproximate average salary by contribution assumption: employee only about $24,512 at 4% or $16,341 at 6%; with 50% employer match about $16,341 at 4% or $10,894 at 6%; with 100% employer match about $12,256 at 4% or $8,171 at 6%. |
| The Stratford Group 401K Plan | - | 34 | $324,601 | $33,336 | $980iApproximate average salary by contribution assumption: employee only about $24,512 at 4% or $16,341 at 6%; with 50% employer match about $16,341 at 4% or $10,894 at 6%; with 100% employer match about $12,256 at 4% or $8,171 at 6%. |
| 2008 | 1 | 32 | $0 | $0 | - |
| The Stratford Group 401K Plan | - | 32 | - | - | - |
| 2007 | 1 | 32 | $0 | $0 | - |
| The Stratford Group 401K Plan | - | 32 | - | - | - |
| 2006 | 1 | 29 | $313,243 | $33,821 | $1,166iApproximate average salary by contribution assumption: employee only about $29,156 at 4% or $19,437 at 6%; with 50% employer match about $19,437 at 4% or $12,958 at 6%; with 100% employer match about $14,578 at 4% or $9,719 at 6%. |
| The Stratford Group 401K Plan | - | 29 | $313,243 | $33,821 | $1,166iApproximate average salary by contribution assumption: employee only about $29,156 at 4% or $19,437 at 6%; with 50% employer match about $19,437 at 4% or $12,958 at 6%; with 100% employer match about $14,578 at 4% or $9,719 at 6%. |
| 2005 | 1 | 29 | $278,462 | $38,720 | $1,335iApproximate average salary by contribution assumption: employee only about $33,379 at 4% or $22,253 at 6%; with 50% employer match about $22,253 at 4% or $14,835 at 6%; with 100% employer match about $16,690 at 4% or $11,126 at 6%. |
| The Stratford Group 401K Plan | - | 29 | $278,462 | $38,720 | $1,335iApproximate average salary by contribution assumption: employee only about $33,379 at 4% or $22,253 at 6%; with 50% employer match about $22,253 at 4% or $14,835 at 6%; with 100% employer match about $16,690 at 4% or $11,126 at 6%. |
| 2004 | 1 | 30 | $238,914 | $37,924 | $1,264iApproximate average salary by contribution assumption: employee only about $31,603 at 4% or $21,069 at 6%; with 50% employer match about $21,069 at 4% or $14,046 at 6%; with 100% employer match about $15,802 at 4% or $10,534 at 6%. |
| The Stratford Group 401K Plan | - | 30 | $238,914 | $37,924 | $1,264iApproximate average salary by contribution assumption: employee only about $31,603 at 4% or $21,069 at 6%; with 50% employer match about $21,069 at 4% or $14,046 at 6%; with 100% employer match about $15,802 at 4% or $10,534 at 6%. |
| 2003 | 1 | 33 | $181,490 | $34,818 | $1,055iApproximate average salary by contribution assumption: employee only about $26,377 at 4% or $17,585 at 6%; with 50% employer match about $17,585 at 4% or $11,723 at 6%; with 100% employer match about $13,189 at 4% or $8,792 at 6%. |
| The Stratford Group 401K Plan | - | 33 | $181,490 | $34,818 | $1,055iApproximate average salary by contribution assumption: employee only about $26,377 at 4% or $17,585 at 6%; with 50% employer match about $17,585 at 4% or $11,723 at 6%; with 100% employer match about $13,189 at 4% or $8,792 at 6%. |
| 2002 | 1 | 32 | $121,069 | $35,474 | $1,109iApproximate average salary by contribution assumption: employee only about $27,714 at 4% or $18,476 at 6%; with 50% employer match about $18,476 at 4% or $12,317 at 6%; with 100% employer match about $13,857 at 4% or $9,238 at 6%. |
| The Stratford Group 401K Plan | - | 32 | $121,069 | $35,474 | $1,109iApproximate average salary by contribution assumption: employee only about $27,714 at 4% or $18,476 at 6%; with 50% employer match about $18,476 at 4% or $12,317 at 6%; with 100% employer match about $13,857 at 4% or $9,238 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| The Stratford Group 401K Plan | - | 17 | - | - | - |
| 2000 | 1 | 17 | $75,087 | $32,097 | $1,888iApproximate average salary by contribution assumption: employee only about $47,201 at 4% or $31,468 at 6%; with 50% employer match about $31,468 at 4% or $20,978 at 6%; with 100% employer match about $23,601 at 4% or $15,734 at 6%. |
| The Stratford Group 401K Plan | - | 17 | $75,087 | $32,097 | $1,888iApproximate average salary by contribution assumption: employee only about $47,201 at 4% or $31,468 at 6%; with 50% employer match about $31,468 at 4% or $20,978 at 6%; with 100% employer match about $23,601 at 4% or $15,734 at 6%. |
| 1999 | 1 | 15 | $42,112 | $17,645 | $1,176iApproximate average salary by contribution assumption: employee only about $29,408 at 4% or $19,606 at 6%; with 50% employer match about $19,606 at 4% or $13,070 at 6%; with 100% employer match about $14,704 at 4% or $9,803 at 6%. |
| The Stratford Group 401K Plan | - | 15 | $42,112 | $17,645 | $1,176iApproximate average salary by contribution assumption: employee only about $29,408 at 4% or $19,606 at 6%; with 50% employer match about $19,606 at 4% or $13,070 at 6%; with 100% employer match about $14,704 at 4% or $9,803 at 6%. |