Civic Intelligence

STRATEGIES, INC.

Plan context: Strategies Inc. 401(K) Plan

EIN 52-1371773 • Owings Mills, MD • 39 filings • 8 plans

8 Park Center Court, Suite 110Owings Mills, MD 21117
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,268,788

2024 Contributions

$138,682

Historical Graphs

Total Assets Over Time

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

$2,246,866$1,123,433$0199920132024YearValue
$1,268,788Latest year 2024

Participants Over Time

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

630199920122024YearValue
4Latest year 2024

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
202414$1,268,788$138,682$34,671iApproximate average salary by contribution assumption: employee only about $866,763 at 4% or $577,842 at 6%; with 50% employer match about $577,842 at 4% or $385,228 at 6%; with 100% employer match about $433,381 at 4% or $288,921 at 6%.
Strategies Inc. 401(K) Plan-4$1,268,788$138,682$34,671iApproximate average salary by contribution assumption: employee only about $866,763 at 4% or $577,842 at 6%; with 50% employer match about $577,842 at 4% or $385,228 at 6%; with 100% employer match about $433,381 at 4% or $288,921 at 6%.
202314$1,014,863$134,946$33,737iApproximate average salary by contribution assumption: employee only about $843,413 at 4% or $562,275 at 6%; with 50% employer match about $562,275 at 4% or $374,850 at 6%; with 100% employer match about $421,706 at 4% or $281,138 at 6%.
Strategies Inc. 401(K) Plan-4$1,014,863$134,946$33,737iApproximate average salary by contribution assumption: employee only about $843,413 at 4% or $562,275 at 6%; with 50% employer match about $562,275 at 4% or $374,850 at 6%; with 100% employer match about $421,706 at 4% or $281,138 at 6%.
202214$777,145$36,645$9,161iApproximate average salary by contribution assumption: employee only about $229,031 at 4% or $152,688 at 6%; with 50% employer match about $152,688 at 4% or $101,792 at 6%; with 100% employer match about $114,516 at 4% or $76,344 at 6%.
Strategies Inc. 401(K) Plan-4$777,145$36,645$9,161iApproximate average salary by contribution assumption: employee only about $229,031 at 4% or $152,688 at 6%; with 50% employer match about $152,688 at 4% or $101,792 at 6%; with 100% employer match about $114,516 at 4% or $76,344 at 6%.
202114$862,517$34,250$8,563iApproximate average salary by contribution assumption: employee only about $214,063 at 4% or $142,708 at 6%; with 50% employer match about $142,708 at 4% or $95,139 at 6%; with 100% employer match about $107,031 at 4% or $71,354 at 6%.
Strategies Inc. 401(K) Plan-4$862,517$34,250$8,563iApproximate average salary by contribution assumption: employee only about $214,063 at 4% or $142,708 at 6%; with 50% employer match about $142,708 at 4% or $95,139 at 6%; with 100% employer match about $107,031 at 4% or $71,354 at 6%.
202014$750,817$30,964$7,741iApproximate average salary by contribution assumption: employee only about $193,525 at 4% or $129,017 at 6%; with 50% employer match about $129,017 at 4% or $86,011 at 6%; with 100% employer match about $96,763 at 4% or $64,508 at 6%.
Strategies Inc. 401(K) Plan-4$750,817$30,964$7,741iApproximate average salary by contribution assumption: employee only about $193,525 at 4% or $129,017 at 6%; with 50% employer match about $129,017 at 4% or $86,011 at 6%; with 100% employer match about $96,763 at 4% or $64,508 at 6%.
201915$643,334$63,415$12,683iApproximate average salary by contribution assumption: employee only about $317,075 at 4% or $211,383 at 6%; with 50% employer match about $211,383 at 4% or $140,922 at 6%; with 100% employer match about $158,538 at 4% or $105,692 at 6%.
Strategies Inc. 401(K) Plan-5$643,334$63,415$12,683iApproximate average salary by contribution assumption: employee only about $317,075 at 4% or $211,383 at 6%; with 50% employer match about $211,383 at 4% or $140,922 at 6%; with 100% employer match about $158,538 at 4% or $105,692 at 6%.
201815$520,981$62,199$12,440iApproximate average salary by contribution assumption: employee only about $310,995 at 4% or $207,330 at 6%; with 50% employer match about $207,330 at 4% or $138,220 at 6%; with 100% employer match about $155,498 at 4% or $103,665 at 6%.
Strategies Inc. 401(K) Plan-5$520,981$62,199$12,440iApproximate average salary by contribution assumption: employee only about $310,995 at 4% or $207,330 at 6%; with 50% employer match about $207,330 at 4% or $138,220 at 6%; with 100% employer match about $155,498 at 4% or $103,665 at 6%.
201714$501,066$24,345$6,086iApproximate average salary by contribution assumption: employee only about $152,156 at 4% or $101,438 at 6%; with 50% employer match about $101,438 at 4% or $67,625 at 6%; with 100% employer match about $76,078 at 4% or $50,719 at 6%.
Strategies Inc. 401(K) Plan-4$501,066$24,345$6,086iApproximate average salary by contribution assumption: employee only about $152,156 at 4% or $101,438 at 6%; with 50% employer match about $101,438 at 4% or $67,625 at 6%; with 100% employer match about $76,078 at 4% or $50,719 at 6%.
201614$414,392$25,080$6,270iApproximate average salary by contribution assumption: employee only about $156,750 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,667 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
Strategies Inc. 401(K) Plan-4$414,392$25,080$6,270iApproximate average salary by contribution assumption: employee only about $156,750 at 4% or $104,500 at 6%; with 50% employer match about $104,500 at 4% or $69,667 at 6%; with 100% employer match about $78,375 at 4% or $52,250 at 6%.
201515$366,322$29,940$5,988iApproximate average salary by contribution assumption: employee only about $149,700 at 4% or $99,800 at 6%; with 50% employer match about $99,800 at 4% or $66,533 at 6%; with 100% employer match about $74,850 at 4% or $49,900 at 6%.
Strategies Inc. 401(K) Plan-5$366,322$29,940$5,988iApproximate average salary by contribution assumption: employee only about $149,700 at 4% or $99,800 at 6%; with 50% employer match about $99,800 at 4% or $66,533 at 6%; with 100% employer match about $74,850 at 4% or $49,900 at 6%.
201415$353,135$37,249$7,450iApproximate average salary by contribution assumption: employee only about $186,245 at 4% or $124,163 at 6%; with 50% employer match about $124,163 at 4% or $82,776 at 6%; with 100% employer match about $93,123 at 4% or $62,082 at 6%.
Strategies Inc. 401(K) Plan-5$353,135$37,249$7,450iApproximate average salary by contribution assumption: employee only about $186,245 at 4% or $124,163 at 6%; with 50% employer match about $124,163 at 4% or $82,776 at 6%; with 100% employer match about $93,123 at 4% or $62,082 at 6%.
201315$311,122$40,440$8,088iApproximate average salary by contribution assumption: employee only about $202,200 at 4% or $134,800 at 6%; with 50% employer match about $134,800 at 4% or $89,867 at 6%; with 100% employer match about $101,100 at 4% or $67,400 at 6%.
Strategies Inc. 401(K) Plan-5$311,122$40,440$8,088iApproximate average salary by contribution assumption: employee only about $202,200 at 4% or $134,800 at 6%; with 50% employer match about $134,800 at 4% or $89,867 at 6%; with 100% employer match about $101,100 at 4% or $67,400 at 6%.
201216$269,243$57,351$9,559iApproximate average salary by contribution assumption: employee only about $238,963 at 4% or $159,308 at 6%; with 50% employer match about $159,308 at 4% or $106,206 at 6%; with 100% employer match about $119,481 at 4% or $79,654 at 6%.
Strategies Inc. 401(K) Plan-6$269,243$57,351$9,559iApproximate average salary by contribution assumption: employee only about $238,963 at 4% or $159,308 at 6%; with 50% employer match about $159,308 at 4% or $106,206 at 6%; with 100% employer match about $119,481 at 4% or $79,654 at 6%.
201116$191,756$49,629$8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%.
Strategies Inc. 401(K) Plan-6$191,756$49,629$8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%.
201015$267,706$43,362$8,672iApproximate average salary by contribution assumption: employee only about $216,810 at 4% or $144,540 at 6%; with 50% employer match about $144,540 at 4% or $96,360 at 6%; with 100% employer match about $108,405 at 4% or $72,270 at 6%.
Strategies Inc. 401(K) Plan-5$267,706$43,362$8,672iApproximate average salary by contribution assumption: employee only about $216,810 at 4% or $144,540 at 6%; with 50% employer match about $144,540 at 4% or $96,360 at 6%; with 100% employer match about $108,405 at 4% or $72,270 at 6%.
200925$204,153$38,908$7,782iApproximate average salary by contribution assumption: employee only about $194,540 at 4% or $129,693 at 6%; with 50% employer match about $129,693 at 4% or $86,462 at 6%; with 100% employer match about $97,270 at 4% or $64,847 at 6%.
Strategies Inc. 401(K) Plan-5$204,153$3,439$688iApproximate average salary by contribution assumption: employee only about $17,195 at 4% or $11,463 at 6%; with 50% employer match about $11,463 at 4% or $7,642 at 6%; with 100% employer match about $8,598 at 4% or $5,732 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-0$0$35,469-
200815$164,655$46,720$9,344iApproximate average salary by contribution assumption: employee only about $233,600 at 4% or $155,733 at 6%; with 50% employer match about $155,733 at 4% or $103,822 at 6%; with 100% employer match about $116,800 at 4% or $77,867 at 6%.
Strategies Inc. 401(K) Plan-5$164,655$46,720$9,344iApproximate average salary by contribution assumption: employee only about $233,600 at 4% or $155,733 at 6%; with 50% employer match about $155,733 at 4% or $103,822 at 6%; with 100% employer match about $116,800 at 4% or $77,867 at 6%.
200725$0$0-
Strategies Inc. 401(K) Plan-5---
Strategies Ltd. Defined Benefit Pension Plan and Trust-4---
200625$2,246,866$493,651$98,730iApproximate average salary by contribution assumption: employee only about $2,468,255 at 4% or $1,645,503 at 6%; with 50% employer match about $1,645,503 at 4% or $1,097,002 at 6%; with 100% employer match about $1,234,128 at 4% or $822,752 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-5$2,170,553$417,473$83,495iApproximate average salary by contribution assumption: employee only about $2,087,365 at 4% or $1,391,577 at 6%; with 50% employer match about $1,391,577 at 4% or $927,718 at 6%; with 100% employer match about $1,043,683 at 4% or $695,788 at 6%.
Strategies Inc. 401(K) Plan-5$76,313$76,178$15,236iApproximate average salary by contribution assumption: employee only about $380,890 at 4% or $253,927 at 6%; with 50% employer match about $253,927 at 4% or $169,284 at 6%; with 100% employer match about $190,445 at 4% or $126,963 at 6%.
200514$1,723,947$271,023$67,756iApproximate average salary by contribution assumption: employee only about $1,693,894 at 4% or $1,129,263 at 6%; with 50% employer match about $1,129,263 at 4% or $752,842 at 6%; with 100% employer match about $846,947 at 4% or $564,631 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-4$1,723,947$271,023$67,756iApproximate average salary by contribution assumption: employee only about $1,693,894 at 4% or $1,129,263 at 6%; with 50% employer match about $1,129,263 at 4% or $752,842 at 6%; with 100% employer match about $846,947 at 4% or $564,631 at 6%.
200412$1,392,094$452,483$226,242iApproximate average salary by contribution assumption: employee only about $5,656,038 at 4% or $3,770,692 at 6%; with 50% employer match about $3,770,692 at 4% or $2,513,794 at 6%; with 100% employer match about $2,828,019 at 4% or $1,885,346 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-2$1,392,094$452,483$226,242iApproximate average salary by contribution assumption: employee only about $5,656,038 at 4% or $3,770,692 at 6%; with 50% employer match about $3,770,692 at 4% or $2,513,794 at 6%; with 100% employer match about $2,828,019 at 4% or $1,885,346 at 6%.
200334$986,624$268,097$67,024iApproximate average salary by contribution assumption: employee only about $1,675,606 at 4% or $1,117,071 at 6%; with 50% employer match about $1,117,071 at 4% or $744,714 at 6%; with 100% employer match about $837,803 at 4% or $558,535 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-4$986,624$268,097$67,024iApproximate average salary by contribution assumption: employee only about $1,675,606 at 4% or $1,117,071 at 6%; with 50% employer match about $1,117,071 at 4% or $744,714 at 6%; with 100% employer match about $837,803 at 4% or $558,535 at 6%.
Strategies Inc. 401(K) Plan-0---
Strategies Inc Money Purchase Pension Plan-0---
200234$692,068$248,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-4$659,656$248,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
Strategies Inc Money Purchase Pension Plan-2$32,412--
Strategies Inc. 401(K) Plan-2---
200132$0$0-
Strategies Ltd. Defined Benefit Pension Plan and Trust-2---
Strategies Inc Money Purchase Pension Plan-2---
Strategies Inc. 401(K) Plan-2---
200032$352,187$145,397$72,699iApproximate average salary by contribution assumption: employee only about $1,817,463 at 4% or $1,211,642 at 6%; with 50% employer match about $1,211,642 at 4% or $807,761 at 6%; with 100% employer match about $908,731 at 4% or $605,821 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-2$301,180$145,397$72,699iApproximate average salary by contribution assumption: employee only about $1,817,463 at 4% or $1,211,642 at 6%; with 50% employer match about $1,211,642 at 4% or $807,761 at 6%; with 100% employer match about $908,731 at 4% or $605,821 at 6%.
Strategies Inc. 401(K) Plan-2$36,090--
Strategies Inc Money Purchase Pension Plan-2$14,917--
199933$218,993$169,286$56,429iApproximate average salary by contribution assumption: employee only about $1,410,717 at 4% or $940,478 at 6%; with 50% employer match about $940,478 at 4% or $626,985 at 6%; with 100% employer match about $705,358 at 4% or $470,239 at 6%.
Strategies Ltd. Defined Benefit Pension Plan and Trust-2$157,772$157,772$78,886iApproximate average salary by contribution assumption: employee only about $1,972,150 at 4% or $1,314,767 at 6%; with 50% employer match about $1,314,767 at 4% or $876,511 at 6%; with 100% employer match about $986,075 at 4% or $657,383 at 6%.
Strategies Inc. 401(K) Plan-3$36,372--
Strategies Inc Money Purchase Pension Plan-3$24,849$11,514$3,838iApproximate average salary by contribution assumption: employee only about $95,950 at 4% or $63,967 at 6%; with 50% employer match about $63,967 at 4% or $42,644 at 6%; with 100% employer match about $47,975 at 4% or $31,983 at 6%.