Software Productivity Strategi
Plan context: Software Productivity Strategi 401(K) Profit Sharing Plan & Trust
EIN 52-1832154 • Rockville, MD • 25 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,381,192
2024 Contributions
$79,894
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 | 15 | $1,381,192 | $79,894 | $5,326iApproximate average salary by contribution assumption: employee only about $133,157 at 4% or $88,771 at 6%; with 50% employer match about $88,771 at 4% or $59,181 at 6%; with 100% employer match about $66,578 at 4% or $44,386 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 15 | $1,381,192 | $79,894 | $5,326iApproximate average salary by contribution assumption: employee only about $133,157 at 4% or $88,771 at 6%; with 50% employer match about $88,771 at 4% or $59,181 at 6%; with 100% employer match about $66,578 at 4% or $44,386 at 6%. |
| 2023 | 1 | 16 | $1,227,164 | $52,174 | $3,261iApproximate average salary by contribution assumption: employee only about $81,522 at 4% or $54,348 at 6%; with 50% employer match about $54,348 at 4% or $36,232 at 6%; with 100% employer match about $40,761 at 4% or $27,174 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $1,227,164 | $52,174 | $3,261iApproximate average salary by contribution assumption: employee only about $81,522 at 4% or $54,348 at 6%; with 50% employer match about $54,348 at 4% or $36,232 at 6%; with 100% employer match about $40,761 at 4% or $27,174 at 6%. |
| 2022 | 1 | 12 | $1,081,054 | $53,387 | $4,449iApproximate average salary by contribution assumption: employee only about $111,223 at 4% or $74,149 at 6%; with 50% employer match about $74,149 at 4% or $49,432 at 6%; with 100% employer match about $55,611 at 4% or $37,074 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 12 | $1,081,054 | $53,387 | $4,449iApproximate average salary by contribution assumption: employee only about $111,223 at 4% or $74,149 at 6%; with 50% employer match about $74,149 at 4% or $49,432 at 6%; with 100% employer match about $55,611 at 4% or $37,074 at 6%. |
| 2021 | 1 | 13 | $1,577,013 | $49,684 | $3,822iApproximate average salary by contribution assumption: employee only about $95,546 at 4% or $63,697 at 6%; with 50% employer match about $63,697 at 4% or $42,465 at 6%; with 100% employer match about $47,773 at 4% or $31,849 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 13 | $1,577,013 | $49,684 | $3,822iApproximate average salary by contribution assumption: employee only about $95,546 at 4% or $63,697 at 6%; with 50% employer match about $63,697 at 4% or $42,465 at 6%; with 100% employer match about $47,773 at 4% or $31,849 at 6%. |
| 2020 | 1 | 14 | $1,447,988 | $42,982 | $3,070iApproximate average salary by contribution assumption: employee only about $76,754 at 4% or $51,169 at 6%; with 50% employer match about $51,169 at 4% or $34,113 at 6%; with 100% employer match about $38,377 at 4% or $25,585 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 14 | $1,447,988 | $42,982 | $3,070iApproximate average salary by contribution assumption: employee only about $76,754 at 4% or $51,169 at 6%; with 50% employer match about $51,169 at 4% or $34,113 at 6%; with 100% employer match about $38,377 at 4% or $25,585 at 6%. |
| 2019 | 1 | 16 | $1,374,553 | $34,415 | $2,151iApproximate average salary by contribution assumption: employee only about $53,773 at 4% or $35,849 at 6%; with 50% employer match about $35,849 at 4% or $23,899 at 6%; with 100% employer match about $26,887 at 4% or $17,924 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $1,374,553 | $34,415 | $2,151iApproximate average salary by contribution assumption: employee only about $53,773 at 4% or $35,849 at 6%; with 50% employer match about $35,849 at 4% or $23,899 at 6%; with 100% employer match about $26,887 at 4% or $17,924 at 6%. |
| 2018 | 1 | 16 | $1,122,346 | $36,520 | $2,283iApproximate average salary by contribution assumption: employee only about $57,063 at 4% or $38,042 at 6%; with 50% employer match about $38,042 at 4% or $25,361 at 6%; with 100% employer match about $28,531 at 4% or $19,021 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $1,122,346 | $36,520 | $2,283iApproximate average salary by contribution assumption: employee only about $57,063 at 4% or $38,042 at 6%; with 50% employer match about $38,042 at 4% or $25,361 at 6%; with 100% employer match about $28,531 at 4% or $19,021 at 6%. |
| 2017 | 1 | 16 | $1,165,860 | $64,874 | $4,055iApproximate average salary by contribution assumption: employee only about $101,366 at 4% or $67,577 at 6%; with 50% employer match about $67,577 at 4% or $45,051 at 6%; with 100% employer match about $50,683 at 4% or $33,789 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $1,165,860 | $64,874 | $4,055iApproximate average salary by contribution assumption: employee only about $101,366 at 4% or $67,577 at 6%; with 50% employer match about $67,577 at 4% or $45,051 at 6%; with 100% employer match about $50,683 at 4% or $33,789 at 6%. |
| 2016 | 1 | 19 | $987,278 | $82,875 | $4,362iApproximate average salary by contribution assumption: employee only about $109,046 at 4% or $72,697 at 6%; with 50% employer match about $72,697 at 4% or $48,465 at 6%; with 100% employer match about $54,523 at 4% or $36,349 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 19 | $987,278 | $82,875 | $4,362iApproximate average salary by contribution assumption: employee only about $109,046 at 4% or $72,697 at 6%; with 50% employer match about $72,697 at 4% or $48,465 at 6%; with 100% employer match about $54,523 at 4% or $36,349 at 6%. |
| 2015 | 1 | 16 | $848,988 | $56,113 | $3,507iApproximate average salary by contribution assumption: employee only about $87,677 at 4% or $58,451 at 6%; with 50% employer match about $58,451 at 4% or $38,967 at 6%; with 100% employer match about $43,838 at 4% or $29,226 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $848,988 | $56,113 | $3,507iApproximate average salary by contribution assumption: employee only about $87,677 at 4% or $58,451 at 6%; with 50% employer match about $58,451 at 4% or $38,967 at 6%; with 100% employer match about $43,838 at 4% or $29,226 at 6%. |
| 2014 | 1 | 17 | $918,317 | $90,001 | $5,294iApproximate average salary by contribution assumption: employee only about $132,354 at 4% or $88,236 at 6%; with 50% employer match about $88,236 at 4% or $58,824 at 6%; with 100% employer match about $66,177 at 4% or $44,118 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 17 | $918,317 | $90,001 | $5,294iApproximate average salary by contribution assumption: employee only about $132,354 at 4% or $88,236 at 6%; with 50% employer match about $88,236 at 4% or $58,824 at 6%; with 100% employer match about $66,177 at 4% or $44,118 at 6%. |
| 2013 | 1 | 16 | $836,429 | $118,391 | $7,399iApproximate average salary by contribution assumption: employee only about $184,986 at 4% or $123,324 at 6%; with 50% employer match about $123,324 at 4% or $82,216 at 6%; with 100% employer match about $92,493 at 4% or $61,662 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $836,429 | $118,391 | $7,399iApproximate average salary by contribution assumption: employee only about $184,986 at 4% or $123,324 at 6%; with 50% employer match about $123,324 at 4% or $82,216 at 6%; with 100% employer match about $92,493 at 4% or $61,662 at 6%. |
| 2012 | 1 | 17 | $619,805 | $121,653 | $7,156iApproximate average salary by contribution assumption: employee only about $178,901 at 4% or $119,268 at 6%; with 50% employer match about $119,268 at 4% or $79,512 at 6%; with 100% employer match about $89,451 at 4% or $59,634 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 17 | $619,805 | $121,653 | $7,156iApproximate average salary by contribution assumption: employee only about $178,901 at 4% or $119,268 at 6%; with 50% employer match about $119,268 at 4% or $79,512 at 6%; with 100% employer match about $89,451 at 4% or $59,634 at 6%. |
| 2011 | 1 | 20 | $456,240 | $104,148 | $5,207iApproximate average salary by contribution assumption: employee only about $130,185 at 4% or $86,790 at 6%; with 50% employer match about $86,790 at 4% or $57,860 at 6%; with 100% employer match about $65,092 at 4% or $43,395 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 20 | $456,240 | $104,148 | $5,207iApproximate average salary by contribution assumption: employee only about $130,185 at 4% or $86,790 at 6%; with 50% employer match about $86,790 at 4% or $57,860 at 6%; with 100% employer match about $65,092 at 4% or $43,395 at 6%. |
| 2010 | 1 | 17 | $406,836 | $143,005 | $8,412iApproximate average salary by contribution assumption: employee only about $210,301 at 4% or $140,201 at 6%; with 50% employer match about $140,201 at 4% or $93,467 at 6%; with 100% employer match about $105,151 at 4% or $70,100 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 17 | $406,836 | $143,005 | $8,412iApproximate average salary by contribution assumption: employee only about $210,301 at 4% or $140,201 at 6%; with 50% employer match about $140,201 at 4% or $93,467 at 6%; with 100% employer match about $105,151 at 4% or $70,100 at 6%. |
| 2009 | 1 | 16 | $242,441 | $59,831 | $3,739iApproximate average salary by contribution assumption: employee only about $93,486 at 4% or $62,324 at 6%; with 50% employer match about $62,324 at 4% or $41,549 at 6%; with 100% employer match about $46,743 at 4% or $31,162 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 16 | $242,441 | $59,831 | $3,739iApproximate average salary by contribution assumption: employee only about $93,486 at 4% or $62,324 at 6%; with 50% employer match about $62,324 at 4% or $41,549 at 6%; with 100% employer match about $46,743 at 4% or $31,162 at 6%. |
| 2008 | 1 | 29 | $157,889 | $41,866 | $1,444iApproximate average salary by contribution assumption: employee only about $36,091 at 4% or $24,061 at 6%; with 50% employer match about $24,061 at 4% or $16,041 at 6%; with 100% employer match about $18,046 at 4% or $12,030 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 29 | $157,889 | $41,866 | $1,444iApproximate average salary by contribution assumption: employee only about $36,091 at 4% or $24,061 at 6%; with 50% employer match about $24,061 at 4% or $16,041 at 6%; with 100% employer match about $18,046 at 4% or $12,030 at 6%. |
| 2007 | 1 | 29 | $177,413 | $72,333 | $2,494iApproximate average salary by contribution assumption: employee only about $62,356 at 4% or $41,571 at 6%; with 50% employer match about $41,571 at 4% or $27,714 at 6%; with 100% employer match about $31,178 at 4% or $20,785 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 29 | $177,413 | $72,333 | $2,494iApproximate average salary by contribution assumption: employee only about $62,356 at 4% or $41,571 at 6%; with 50% employer match about $41,571 at 4% or $27,714 at 6%; with 100% employer match about $31,178 at 4% or $20,785 at 6%. |
| 2006 | 1 | 27 | $125,534 | $35,228 | $1,305iApproximate average salary by contribution assumption: employee only about $32,619 at 4% or $21,746 at 6%; with 50% employer match about $21,746 at 4% or $14,497 at 6%; with 100% employer match about $16,309 at 4% or $10,873 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 27 | $125,534 | $35,228 | $1,305iApproximate average salary by contribution assumption: employee only about $32,619 at 4% or $21,746 at 6%; with 50% employer match about $21,746 at 4% or $14,497 at 6%; with 100% employer match about $16,309 at 4% or $10,873 at 6%. |
| 2005 | 1 | 21 | $76,960 | $23,166 | $1,103iApproximate average salary by contribution assumption: employee only about $27,579 at 4% or $18,386 at 6%; with 50% employer match about $18,386 at 4% or $12,257 at 6%; with 100% employer match about $13,789 at 4% or $9,193 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 21 | $76,960 | $23,166 | $1,103iApproximate average salary by contribution assumption: employee only about $27,579 at 4% or $18,386 at 6%; with 50% employer match about $18,386 at 4% or $12,257 at 6%; with 100% employer match about $13,789 at 4% or $9,193 at 6%. |
| 2004 | 1 | 28 | $54,885 | $11,620 | $415iApproximate average salary by contribution assumption: employee only about $10,375 at 4% or $6,917 at 6%; with 50% employer match about $6,917 at 4% or $4,611 at 6%; with 100% employer match about $5,188 at 4% or $3,458 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 28 | $54,885 | $11,620 | $415iApproximate average salary by contribution assumption: employee only about $10,375 at 4% or $6,917 at 6%; with 50% employer match about $6,917 at 4% or $4,611 at 6%; with 100% employer match about $5,188 at 4% or $3,458 at 6%. |
| 2003 | 1 | 19 | $37,971 | $10,293 | $542iApproximate average salary by contribution assumption: employee only about $13,543 at 4% or $9,029 at 6%; with 50% employer match about $9,029 at 4% or $6,019 at 6%; with 100% employer match about $6,772 at 4% or $4,514 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 19 | $37,971 | $10,293 | $542iApproximate average salary by contribution assumption: employee only about $13,543 at 4% or $9,029 at 6%; with 50% employer match about $9,029 at 4% or $6,019 at 6%; with 100% employer match about $6,772 at 4% or $4,514 at 6%. |
| 2002 | 1 | 13 | $24,215 | $14,987 | $1,153iApproximate average salary by contribution assumption: employee only about $28,821 at 4% or $19,214 at 6%; with 50% employer match about $19,214 at 4% or $12,809 at 6%; with 100% employer match about $14,411 at 4% or $9,607 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 13 | $24,215 | $14,987 | $1,153iApproximate average salary by contribution assumption: employee only about $28,821 at 4% or $19,214 at 6%; with 50% employer match about $19,214 at 4% or $12,809 at 6%; with 100% employer match about $14,411 at 4% or $9,607 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 9 | - | - | - |
| 2000 | 1 | 8 | $1,792 | $1,838 | $230iApproximate average salary by contribution assumption: employee only about $5,744 at 4% or $3,829 at 6%; with 50% employer match about $3,829 at 4% or $2,553 at 6%; with 100% employer match about $2,872 at 4% or $1,915 at 6%. |
| Software Productivity Strategi 401(K) Profit Sharing Plan & Trust | - | 8 | $1,792 | $1,838 | $230iApproximate average salary by contribution assumption: employee only about $5,744 at 4% or $3,829 at 6%; with 50% employer match about $3,829 at 4% or $2,553 at 6%; with 100% employer match about $2,872 at 4% or $1,915 at 6%. |