Strong Capital Management Inc.
Plan context: Strong Capital Management Inc. Profit Sharing Plan
EIN 39-1213042 • 29 filings • 11 plans
Current Snapshot
Latest Year
2008
2008 Participants
7
2008 Assets
$218,927
2008 Contributions
$10,091
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $10,091 | - |
| Strong Capital Management Inc. Profit Sharing Plan | - | 0 | - | $10,091 | - |
| 2007 | 1 | 0 | $218,927 | $0 | - |
| Strong Capital Management Inc. Profit Sharing Plan | - | 0 | $218,927 | - | - |
| 2006 | 1 | 0 | $5,704,342 | $0 | - |
| Strong Capital Management Inc. Profit Sharing Plan | - | 0 | $5,704,342 | - | - |
| 2005 | 3 | 7 | $16,832,271 | $348,523 | $49,789iApproximate average salary by contribution assumption: employee only about $1,244,725 at 4% or $829,817 at 6%; with 50% employer match about $829,817 at 4% or $553,211 at 6%; with 100% employer match about $622,363 at 4% or $414,908 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 0 | $16,832,271 | $348,523 | - |
| STRONG FINANCIAL CORPORATION SECTION 125 PLAN | - | 0 | - | - | - |
| STRONG FINANCIAL CORPORATION WELFARE BENEFIT PLAN | - | 7 | - | - | - |
| 2004 | 4 | 917 | $82,866,865 | $5,753,029 | $6,274iApproximate average salary by contribution assumption: employee only about $156,844 at 4% or $104,563 at 6%; with 50% employer match about $104,563 at 4% or $69,708 at 6%; with 100% employer match about $78,422 at 4% or $52,281 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 917 | $82,866,865 | $5,753,029 | $6,274iApproximate average salary by contribution assumption: employee only about $156,844 at 4% or $104,563 at 6%; with 50% employer match about $104,563 at 4% or $69,708 at 6%; with 100% employer match about $78,422 at 4% or $52,281 at 6%. |
| STRONG FINANCIAL CORPORATION SECTION 125 PLAN | - | 437 | - | - | - |
| STRONG FINANCIAL CORPORATION WELFARE BENEFIT PLAN | - | 896 | - | - | - |
| Strong Capital Management Inc. Pension Plan | - | 0 | - | - | - |
| 2003 | 4 | 1,305 | $90,789,229 | $13,400,505 | $10,269iApproximate average salary by contribution assumption: employee only about $256,715 at 4% or $171,143 at 6%; with 50% employer match about $171,143 at 4% or $114,095 at 6%; with 100% employer match about $128,357 at 4% or $85,572 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 1,305 | $71,811,301 | $11,009,206 | $8,436iApproximate average salary by contribution assumption: employee only about $210,904 at 4% or $140,603 at 6%; with 50% employer match about $140,603 at 4% or $93,735 at 6%; with 100% employer match about $105,452 at 4% or $70,301 at 6%. |
| Strong Capital Management Inc. Pension Plan | - | 1,038 | $18,977,928 | $2,391,299 | $2,304iApproximate average salary by contribution assumption: employee only about $57,594 at 4% or $38,396 at 6%; with 50% employer match about $38,396 at 4% or $25,597 at 6%; with 100% employer match about $28,797 at 4% or $19,198 at 6%. |
| STRONG FINANCIAL CORPORATION SECTION 125 PLAN | - | 522 | - | - | - |
| STRONG FINANCIAL CORPORATION WELFARE BENEFIT PLAN | - | 1,267 | - | - | - |
| 2002 | 4 | 1,400 | $66,809,969 | $14,440,952 | $10,315iApproximate average salary by contribution assumption: employee only about $257,874 at 4% or $171,916 at 6%; with 50% employer match about $171,916 at 4% or $114,611 at 6%; with 100% employer match about $128,937 at 4% or $85,958 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 1,400 | $52,179,849 | $12,412,913 | $8,866iApproximate average salary by contribution assumption: employee only about $221,659 at 4% or $147,773 at 6%; with 50% employer match about $147,773 at 4% or $98,515 at 6%; with 100% employer match about $110,830 at 4% or $73,886 at 6%. |
| Strong Capital Management Inc. Pension Plan | - | 1,109 | $14,630,120 | $2,028,039 | $1,829iApproximate average salary by contribution assumption: employee only about $45,718 at 4% or $30,478 at 6%; with 50% employer match about $30,478 at 4% or $20,319 at 6%; with 100% employer match about $22,859 at 4% or $15,239 at 6%. |
| STRONG FINANCIAL CORPORATION SECTION 125 PLAN | - | 491 | - | - | - |
| STRONG FINANCIAL CORPORATION WELFARE BENEFIT PLAN | - | 1,353 | - | - | - |
| 2001 | 6 | 1,381 | $69,504,380 | $11,604,634 | $8,403iApproximate average salary by contribution assumption: employee only about $210,077 at 4% or $140,051 at 6%; with 50% employer match about $140,051 at 4% or $93,367 at 6%; with 100% employer match about $105,038 at 4% or $70,026 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 1,381 | $53,521,512 | $9,796,700 | $7,094iApproximate average salary by contribution assumption: employee only about $177,348 at 4% or $118,232 at 6%; with 50% employer match about $118,232 at 4% or $78,821 at 6%; with 100% employer match about $88,674 at 4% or $59,116 at 6%. |
| Strong Capital Management Inc. Pension Plan | - | 1,147 | $15,982,868 | $1,807,934 | $1,576iApproximate average salary by contribution assumption: employee only about $39,406 at 4% or $26,270 at 6%; with 50% employer match about $26,270 at 4% or $17,514 at 6%; with 100% employer match about $19,703 at 4% or $13,135 at 6%. |
| STRONG CAPITAL MANAGEMENT, INC. ADOPTION ASSISTANCE PLAN | - | 0 | - | - | - |
| STRONG CAPITAL MANAGEMENT, INC.EDUCATIONAL ASSISTANCE PLAN | - | 0 | - | - | - |
| STRONG FINANCIAL CORPORATION SECTION 125 PLAN | - | 594 | - | - | - |
| STRONG CAPITAL MANAGMENT, INC. WELFARE BENEFIT PLAN | - | 1,065 | - | - | - |
| 2000 | 3 | 1,643 | $74,810,745 | $11,971,885 | $7,287iApproximate average salary by contribution assumption: employee only about $182,165 at 4% or $121,443 at 6%; with 50% employer match about $121,443 at 4% or $80,962 at 6%; with 100% employer match about $91,083 at 4% or $60,722 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 1,643 | $56,910,448 | $10,462,052 | $6,368iApproximate average salary by contribution assumption: employee only about $159,191 at 4% or $106,128 at 6%; with 50% employer match about $106,128 at 4% or $70,752 at 6%; with 100% employer match about $79,596 at 4% or $53,064 at 6%. |
| Strong Capital Management Inc. Pension Plan | - | 954 | $17,900,297 | $1,509,833 | $1,583iApproximate average salary by contribution assumption: employee only about $39,566 at 4% or $26,377 at 6%; with 50% employer match about $26,377 at 4% or $17,585 at 6%; with 100% employer match about $19,783 at 4% or $13,189 at 6%. |
| STRONG CAPITAL MANAGEMENT, INC WELFARE BENEFIT PLAN | - | 1,341 | - | - | - |
| 1999 | 2 | 1,297 | $71,122,027 | $8,176,747 | $6,304iApproximate average salary by contribution assumption: employee only about $157,609 at 4% or $105,073 at 6%; with 50% employer match about $105,073 at 4% or $70,048 at 6%; with 100% employer match about $78,804 at 4% or $52,536 at 6%. |
| Strong Capital Management Inc. Profit Sharing Plan | - | 1,297 | $52,946,982 | $6,890,133 | $5,312iApproximate average salary by contribution assumption: employee only about $132,809 at 4% or $88,539 at 6%; with 50% employer match about $88,539 at 4% or $59,026 at 6%; with 100% employer match about $66,405 at 4% or $44,270 at 6%. |
| Strong Capital Management Inc. Pension Plan | - | 1,031 | $18,175,045 | $1,286,614 | $1,248iApproximate average salary by contribution assumption: employee only about $31,198 at 4% or $20,799 at 6%; with 50% employer match about $20,799 at 4% or $13,866 at 6%; with 100% employer match about $15,599 at 4% or $10,399 at 6%. |