The Sr Group(Us) Inc.
Plan context: The Sr Group (Us) Inc. 401(K) Plan
EIN 47-5543251 • New York, NY • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$5,941,716
2024 Contributions
$430,512
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 | 1 | 56 | $5,941,716 | $430,512 | $7,688iApproximate average salary by contribution assumption: employee only about $192,193 at 4% or $128,129 at 6%; with 50% employer match about $128,129 at 4% or $85,419 at 6%; with 100% employer match about $96,096 at 4% or $64,064 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 56 | $5,941,716 | $430,512 | $7,688iApproximate average salary by contribution assumption: employee only about $192,193 at 4% or $128,129 at 6%; with 50% employer match about $128,129 at 4% or $85,419 at 6%; with 100% employer match about $96,096 at 4% or $64,064 at 6%. |
| 2023 | 1 | 57 | $4,795,739 | $946,927 | $16,613iApproximate average salary by contribution assumption: employee only about $415,319 at 4% or $276,879 at 6%; with 50% employer match about $276,879 at 4% or $184,586 at 6%; with 100% employer match about $207,659 at 4% or $138,440 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 57 | $4,795,739 | $946,927 | $16,613iApproximate average salary by contribution assumption: employee only about $415,319 at 4% or $276,879 at 6%; with 50% employer match about $276,879 at 4% or $184,586 at 6%; with 100% employer match about $207,659 at 4% or $138,440 at 6%. |
| 2022 | 1 | 45 | $3,715,100 | $288,142 | $6,403iApproximate average salary by contribution assumption: employee only about $160,079 at 4% or $106,719 at 6%; with 50% employer match about $106,719 at 4% or $71,146 at 6%; with 100% employer match about $80,039 at 4% or $53,360 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 45 | $3,715,100 | $288,142 | $6,403iApproximate average salary by contribution assumption: employee only about $160,079 at 4% or $106,719 at 6%; with 50% employer match about $106,719 at 4% or $71,146 at 6%; with 100% employer match about $80,039 at 4% or $53,360 at 6%. |
| 2021 | 1 | 36 | $4,221,658 | $202,087 | $5,614iApproximate average salary by contribution assumption: employee only about $140,338 at 4% or $93,559 at 6%; with 50% employer match about $93,559 at 4% or $62,373 at 6%; with 100% employer match about $70,169 at 4% or $46,779 at 6%. |
| THE SR GROUP (US), INC. 401(K) PLAN | - | 36 | $4,221,658 | $202,087 | $5,614iApproximate average salary by contribution assumption: employee only about $140,338 at 4% or $93,559 at 6%; with 50% employer match about $93,559 at 4% or $62,373 at 6%; with 100% employer match about $70,169 at 4% or $46,779 at 6%. |
| 2020 | 1 | 29 | $3,414,037 | $161,365 | $5,564iApproximate average salary by contribution assumption: employee only about $139,108 at 4% or $92,739 at 6%; with 50% employer match about $92,739 at 4% or $61,826 at 6%; with 100% employer match about $69,554 at 4% or $46,369 at 6%. |
| THE SR GROUP (US), INC. 401(K) PLAN | - | 29 | $3,414,037 | $161,365 | $5,564iApproximate average salary by contribution assumption: employee only about $139,108 at 4% or $92,739 at 6%; with 50% employer match about $92,739 at 4% or $61,826 at 6%; with 100% employer match about $69,554 at 4% or $46,369 at 6%. |
| 2019 | 1 | 29 | $2,850,118 | $148,115 | $5,107iApproximate average salary by contribution assumption: employee only about $127,685 at 4% or $85,124 at 6%; with 50% employer match about $85,124 at 4% or $56,749 at 6%; with 100% employer match about $63,843 at 4% or $42,562 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 29 | $2,850,118 | $148,115 | $5,107iApproximate average salary by contribution assumption: employee only about $127,685 at 4% or $85,124 at 6%; with 50% employer match about $85,124 at 4% or $56,749 at 6%; with 100% employer match about $63,843 at 4% or $42,562 at 6%. |
| 2018 | 1 | 34 | $2,435,250 | $221,508 | $6,515iApproximate average salary by contribution assumption: employee only about $162,874 at 4% or $108,582 at 6%; with 50% employer match about $108,582 at 4% or $72,388 at 6%; with 100% employer match about $81,437 at 4% or $54,291 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 34 | $2,435,250 | $221,508 | $6,515iApproximate average salary by contribution assumption: employee only about $162,874 at 4% or $108,582 at 6%; with 50% employer match about $108,582 at 4% or $72,388 at 6%; with 100% employer match about $81,437 at 4% or $54,291 at 6%. |
| 2017 | 1 | 32 | $6,273,267 | $231,081 | $7,221iApproximate average salary by contribution assumption: employee only about $180,532 at 4% or $120,355 at 6%; with 50% employer match about $120,355 at 4% or $80,236 at 6%; with 100% employer match about $90,266 at 4% or $60,177 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 32 | $6,273,267 | $231,081 | $7,221iApproximate average salary by contribution assumption: employee only about $180,532 at 4% or $120,355 at 6%; with 50% employer match about $120,355 at 4% or $80,236 at 6%; with 100% employer match about $90,266 at 4% or $60,177 at 6%. |
| 2016 | 1 | 29 | $5,174,225 | $276,411 | $9,531iApproximate average salary by contribution assumption: employee only about $238,285 at 4% or $158,857 at 6%; with 50% employer match about $158,857 at 4% or $105,905 at 6%; with 100% employer match about $119,143 at 4% or $79,428 at 6%. |
| The Sr Group (Us) Inc. 401(K) Plan | - | 29 | $5,174,225 | $276,411 | $9,531iApproximate average salary by contribution assumption: employee only about $238,285 at 4% or $158,857 at 6%; with 50% employer match about $158,857 at 4% or $105,905 at 6%; with 100% employer match about $119,143 at 4% or $79,428 at 6%. |