Supplier Expense Strategies LLC
Plan context: Supplier Expense Strategies LLC Profit Sharing Plan
EIN 45-4265808 • Chadds Ford, PA • 22 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$7,536,643
2024 Contributions
$352,000
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 | 3 | $7,536,643 | $352,000 | $117,333iApproximate average salary by contribution assumption: employee only about $2,933,333 at 4% or $1,955,556 at 6%; with 50% employer match about $1,955,556 at 4% or $1,303,704 at 6%; with 100% employer match about $1,466,667 at 4% or $977,778 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $5,921,003 | $202,000 | $67,333iApproximate average salary by contribution assumption: employee only about $1,683,333 at 4% or $1,122,222 at 6%; with 50% employer match about $1,122,222 at 4% or $748,148 at 6%; with 100% employer match about $841,667 at 4% or $561,111 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN 2 | - | 3 | $1,615,640 | $150,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| 2023 | 2 | 3 | $6,372,663 | $409,725 | $136,575iApproximate average salary by contribution assumption: employee only about $3,414,375 at 4% or $2,276,250 at 6%; with 50% employer match about $2,276,250 at 4% or $1,517,500 at 6%; with 100% employer match about $1,707,188 at 4% or $1,138,125 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $5,025,706 | $184,725 | $61,575iApproximate average salary by contribution assumption: employee only about $1,539,375 at 4% or $1,026,250 at 6%; with 50% employer match about $1,026,250 at 4% or $684,167 at 6%; with 100% employer match about $769,688 at 4% or $513,125 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN 2 | - | 3 | $1,346,957 | $225,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| 2022 | 2 | 3 | $5,202,180 | $766,000 | $255,333iApproximate average salary by contribution assumption: employee only about $6,383,333 at 4% or $4,255,556 at 6%; with 50% employer match about $4,255,556 at 4% or $2,837,037 at 6%; with 100% employer match about $3,191,667 at 4% or $2,127,778 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $4,193,522 | $196,000 | $65,333iApproximate average salary by contribution assumption: employee only about $1,633,333 at 4% or $1,088,889 at 6%; with 50% employer match about $1,088,889 at 4% or $725,926 at 6%; with 100% employer match about $816,667 at 4% or $544,444 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN 2 | - | 3 | $1,008,658 | $570,000 | $190,000iApproximate average salary by contribution assumption: employee only about $4,750,000 at 4% or $3,166,667 at 6%; with 50% employer match about $3,166,667 at 4% or $2,111,111 at 6%; with 100% employer match about $2,375,000 at 4% or $1,583,333 at 6%. |
| 2021 | 2 | 3 | $5,286,064 | $3,676,018 | $1,225,339iApproximate average salary by contribution assumption: employee only about $30,633,483 at 4% or $20,422,322 at 6%; with 50% employer match about $20,422,322 at 4% or $13,614,881 at 6%; with 100% employer match about $15,316,742 at 4% or $10,211,161 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $4,771,064 | $3,161,018 | $1,053,673iApproximate average salary by contribution assumption: employee only about $26,341,817 at 4% or $17,561,211 at 6%; with 50% employer match about $17,561,211 at 4% or $11,707,474 at 6%; with 100% employer match about $13,170,908 at 4% or $8,780,606 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN 2 | - | 3 | $515,000 | $515,000 | $171,667iApproximate average salary by contribution assumption: employee only about $4,291,667 at 4% or $2,861,111 at 6%; with 50% employer match about $2,861,111 at 4% or $1,907,407 at 6%; with 100% employer match about $2,145,833 at 4% or $1,430,556 at 6%. |
| 2020 | 2 | 3 | $4,359,523 | $794,000 | $264,667iApproximate average salary by contribution assumption: employee only about $6,616,667 at 4% or $4,411,111 at 6%; with 50% employer match about $4,411,111 at 4% or $2,940,741 at 6%; with 100% employer match about $3,308,333 at 4% or $2,205,556 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 3 | $2,985,191 | $610,000 | $203,333iApproximate average salary by contribution assumption: employee only about $5,083,333 at 4% or $3,388,889 at 6%; with 50% employer match about $3,388,889 at 4% or $2,259,259 at 6%; with 100% employer match about $2,541,667 at 4% or $1,694,444 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $1,374,332 | $184,000 | $61,333iApproximate average salary by contribution assumption: employee only about $1,533,333 at 4% or $1,022,222 at 6%; with 50% employer match about $1,022,222 at 4% or $681,481 at 6%; with 100% employer match about $766,667 at 4% or $511,111 at 6%. |
| 2019 | 2 | 3 | $3,241,194 | $800,000 | $266,667iApproximate average salary by contribution assumption: employee only about $6,666,667 at 4% or $4,444,444 at 6%; with 50% employer match about $4,444,444 at 4% or $2,962,963 at 6%; with 100% employer match about $3,333,333 at 4% or $2,222,222 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 3 | $2,211,967 | $620,000 | $206,667iApproximate average salary by contribution assumption: employee only about $5,166,667 at 4% or $3,444,444 at 6%; with 50% employer match about $3,444,444 at 4% or $2,296,296 at 6%; with 100% employer match about $2,583,333 at 4% or $1,722,222 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $1,029,227 | $180,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| 2018 | 2 | 3 | $2,107,536 | $401,136 | $133,712iApproximate average salary by contribution assumption: employee only about $3,342,800 at 4% or $2,228,533 at 6%; with 50% employer match about $2,228,533 at 4% or $1,485,689 at 6%; with 100% employer match about $1,671,400 at 4% or $1,114,267 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 3 | $1,392,718 | $224,136 | $74,712iApproximate average salary by contribution assumption: employee only about $1,867,800 at 4% or $1,245,200 at 6%; with 50% employer match about $1,245,200 at 4% or $830,133 at 6%; with 100% employer match about $933,900 at 4% or $622,600 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $714,818 | $177,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| 2017 | 2 | 3 | $1,801,125 | $544,555 | $181,518iApproximate average salary by contribution assumption: employee only about $4,537,958 at 4% or $3,025,306 at 6%; with 50% employer match about $3,025,306 at 4% or $2,016,870 at 6%; with 100% employer match about $2,268,979 at 4% or $1,512,653 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 3 | $1,222,331 | $382,555 | $127,518iApproximate average salary by contribution assumption: employee only about $3,187,958 at 4% or $2,125,306 at 6%; with 50% employer match about $2,125,306 at 4% or $1,416,870 at 6%; with 100% employer match about $1,593,979 at 4% or $1,062,653 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $578,794 | $162,000 | $54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%. |
| 2016 | 2 | 3 | $1,158,949 | $514,000 | $171,333iApproximate average salary by contribution assumption: employee only about $4,283,333 at 4% or $2,855,556 at 6%; with 50% employer match about $2,855,556 at 4% or $1,903,704 at 6%; with 100% employer match about $2,141,667 at 4% or $1,427,778 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 3 | $782,092 | $355,000 | $118,333iApproximate average salary by contribution assumption: employee only about $2,958,333 at 4% or $1,972,222 at 6%; with 50% employer match about $1,972,222 at 4% or $1,314,815 at 6%; with 100% employer match about $1,479,167 at 4% or $986,111 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 3 | $376,857 | $159,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| 2015 | 2 | 2 | $617,705 | $317,800 | $158,900iApproximate average salary by contribution assumption: employee only about $3,972,500 at 4% or $2,648,333 at 6%; with 50% employer match about $2,648,333 at 4% or $1,765,556 at 6%; with 100% employer match about $1,986,250 at 4% or $1,324,167 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 2 | $410,333 | $211,800 | $105,900iApproximate average salary by contribution assumption: employee only about $2,647,500 at 4% or $1,765,000 at 6%; with 50% employer match about $1,765,000 at 4% or $1,176,667 at 6%; with 100% employer match about $1,323,750 at 4% or $882,500 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 2 | $207,372 | $106,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| 2014 | 2 | 2 | $303,550 | $303,550 | $151,775iApproximate average salary by contribution assumption: employee only about $3,794,375 at 4% or $2,529,583 at 6%; with 50% employer match about $2,529,583 at 4% or $1,686,389 at 6%; with 100% employer match about $1,897,188 at 4% or $1,264,792 at 6%. |
| SUPPLIER EXPENSE STRATEGIES, LLC CASH BALANCE PLAN | - | 2 | $199,550 | $199,550 | $99,775iApproximate average salary by contribution assumption: employee only about $2,494,375 at 4% or $1,662,917 at 6%; with 50% employer match about $1,662,917 at 4% or $1,108,611 at 6%; with 100% employer match about $1,247,188 at 4% or $831,458 at 6%. |
| Supplier Expense Strategies LLC Profit Sharing Plan | - | 2 | $104,000 | $104,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |