Venn Strategies
Plan context: Venn Strategies 401(K) Profit Sharing Plan
EIN 52-2318387 • Washington, DC • 28 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$10,485,653
2024 Contributions
$458,070
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 | 54 | $10,485,653 | $458,070 | $8,483iApproximate average salary by contribution assumption: employee only about $212,069 at 4% or $141,380 at 6%; with 50% employer match about $141,380 at 4% or $94,253 at 6%; with 100% employer match about $106,035 at 4% or $70,690 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 54 | $8,637,119 | $457,631 | $8,475iApproximate average salary by contribution assumption: employee only about $211,866 at 4% or $141,244 at 6%; with 50% employer match about $141,244 at 4% or $94,163 at 6%; with 100% employer match about $105,933 at 4% or $70,622 at 6%. |
| Venn Strategies Employee Stock Ownership Plan | - | 52 | $1,848,534 | $439 | $8iApproximate average salary by contribution assumption: employee only about $211 at 4% or $141 at 6%; with 50% employer match about $141 at 4% or $94 at 6%; with 100% employer match about $106 at 4% or $70 at 6%. |
| 2023 | 2 | 61 | $8,726,612 | $473,606 | $7,764iApproximate average salary by contribution assumption: employee only about $194,101 at 4% or $129,401 at 6%; with 50% employer match about $129,401 at 4% or $86,267 at 6%; with 100% employer match about $97,050 at 4% or $64,700 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 61 | $7,429,407 | $473,606 | $7,764iApproximate average salary by contribution assumption: employee only about $194,101 at 4% or $129,401 at 6%; with 50% employer match about $129,401 at 4% or $86,267 at 6%; with 100% employer match about $97,050 at 4% or $64,700 at 6%. |
| Venn Strategies Employee Stock Ownership Plan | - | 47 | $1,297,205 | - | - |
| 2022 | 2 | 51 | $6,597,268 | $359,394 | $7,047iApproximate average salary by contribution assumption: employee only about $176,174 at 4% or $117,449 at 6%; with 50% employer match about $117,449 at 4% or $78,299 at 6%; with 100% employer match about $88,087 at 4% or $58,725 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 51 | $5,732,053 | $359,394 | $7,047iApproximate average salary by contribution assumption: employee only about $176,174 at 4% or $117,449 at 6%; with 50% employer match about $117,449 at 4% or $78,299 at 6%; with 100% employer match about $88,087 at 4% or $58,725 at 6%. |
| Venn Strategies Employee Stock Ownership Plan | - | 42 | $865,215 | - | - |
| 2021 | 2 | 46 | $7,308,844 | $627,571 | $13,643iApproximate average salary by contribution assumption: employee only about $341,071 at 4% or $227,381 at 6%; with 50% employer match about $227,381 at 4% or $151,587 at 6%; with 100% employer match about $170,536 at 4% or $113,690 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 46 | $6,780,344 | $627,571 | $13,643iApproximate average salary by contribution assumption: employee only about $341,071 at 4% or $227,381 at 6%; with 50% employer match about $227,381 at 4% or $151,587 at 6%; with 100% employer match about $170,536 at 4% or $113,690 at 6%. |
| Venn Strategies Employee Stock Ownership Plan | - | 38 | $528,500 | - | - |
| 2020 | 1 | 59 | $5,228,949 | $464,286 | $7,869iApproximate average salary by contribution assumption: employee only about $196,731 at 4% or $131,154 at 6%; with 50% employer match about $131,154 at 4% or $87,436 at 6%; with 100% employer match about $98,366 at 4% or $65,577 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 59 | $5,228,949 | $464,286 | $7,869iApproximate average salary by contribution assumption: employee only about $196,731 at 4% or $131,154 at 6%; with 50% employer match about $131,154 at 4% or $87,436 at 6%; with 100% employer match about $98,366 at 4% or $65,577 at 6%. |
| 2019 | 1 | 30 | $4,012,296 | $469,101 | $15,637iApproximate average salary by contribution assumption: employee only about $390,918 at 4% or $260,612 at 6%; with 50% employer match about $260,612 at 4% or $173,741 at 6%; with 100% employer match about $195,459 at 4% or $130,306 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 30 | $4,012,296 | $469,101 | $15,637iApproximate average salary by contribution assumption: employee only about $390,918 at 4% or $260,612 at 6%; with 50% employer match about $260,612 at 4% or $173,741 at 6%; with 100% employer match about $195,459 at 4% or $130,306 at 6%. |
| 2018 | 1 | 44 | $3,021,894 | $372,612 | $8,468iApproximate average salary by contribution assumption: employee only about $211,711 at 4% or $141,141 at 6%; with 50% employer match about $141,141 at 4% or $94,094 at 6%; with 100% employer match about $105,856 at 4% or $70,570 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 44 | $3,021,894 | $372,612 | $8,468iApproximate average salary by contribution assumption: employee only about $211,711 at 4% or $141,141 at 6%; with 50% employer match about $141,141 at 4% or $94,094 at 6%; with 100% employer match about $105,856 at 4% or $70,570 at 6%. |
| 2017 | 1 | 40 | $2,900,757 | $351,531 | $8,788iApproximate average salary by contribution assumption: employee only about $219,707 at 4% or $146,471 at 6%; with 50% employer match about $146,471 at 4% or $97,648 at 6%; with 100% employer match about $109,853 at 4% or $73,236 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 40 | $2,900,757 | $351,531 | $8,788iApproximate average salary by contribution assumption: employee only about $219,707 at 4% or $146,471 at 6%; with 50% employer match about $146,471 at 4% or $97,648 at 6%; with 100% employer match about $109,853 at 4% or $73,236 at 6%. |
| 2016 | 1 | 37 | $2,201,375 | $373,049 | $10,082iApproximate average salary by contribution assumption: employee only about $252,060 at 4% or $168,040 at 6%; with 50% employer match about $168,040 at 4% or $112,027 at 6%; with 100% employer match about $126,030 at 4% or $84,020 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 37 | $2,201,375 | $373,049 | $10,082iApproximate average salary by contribution assumption: employee only about $252,060 at 4% or $168,040 at 6%; with 50% employer match about $168,040 at 4% or $112,027 at 6%; with 100% employer match about $126,030 at 4% or $84,020 at 6%. |
| 2015 | 1 | 26 | $2,223,974 | $129,135 | $4,967iApproximate average salary by contribution assumption: employee only about $124,168 at 4% or $82,779 at 6%; with 50% employer match about $82,779 at 4% or $55,186 at 6%; with 100% employer match about $62,084 at 4% or $41,389 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 26 | $2,223,974 | $129,135 | $4,967iApproximate average salary by contribution assumption: employee only about $124,168 at 4% or $82,779 at 6%; with 50% employer match about $82,779 at 4% or $55,186 at 6%; with 100% employer match about $62,084 at 4% or $41,389 at 6%. |
| 2014 | 1 | 28 | $2,223,368 | $335,387 | $11,978iApproximate average salary by contribution assumption: employee only about $299,453 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,726 at 4% or $99,818 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 28 | $2,223,368 | $335,387 | $11,978iApproximate average salary by contribution assumption: employee only about $299,453 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,726 at 4% or $99,818 at 6%. |
| 2013 | 1 | 23 | $1,796,655 | $237,638 | $10,332iApproximate average salary by contribution assumption: employee only about $258,302 at 4% or $172,201 at 6%; with 50% employer match about $172,201 at 4% or $114,801 at 6%; with 100% employer match about $129,151 at 4% or $86,101 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 23 | $1,796,655 | $237,638 | $10,332iApproximate average salary by contribution assumption: employee only about $258,302 at 4% or $172,201 at 6%; with 50% employer match about $172,201 at 4% or $114,801 at 6%; with 100% employer match about $129,151 at 4% or $86,101 at 6%. |
| 2012 | 1 | 15 | $1,361,872 | $212,959 | $14,197iApproximate average salary by contribution assumption: employee only about $354,932 at 4% or $236,621 at 6%; with 50% employer match about $236,621 at 4% or $157,747 at 6%; with 100% employer match about $177,466 at 4% or $118,311 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 15 | $1,361,872 | $212,959 | $14,197iApproximate average salary by contribution assumption: employee only about $354,932 at 4% or $236,621 at 6%; with 50% employer match about $236,621 at 4% or $157,747 at 6%; with 100% employer match about $177,466 at 4% or $118,311 at 6%. |
| 2011 | 1 | 15 | $1,051,298 | $171,927 | $11,462iApproximate average salary by contribution assumption: employee only about $286,545 at 4% or $191,030 at 6%; with 50% employer match about $191,030 at 4% or $127,353 at 6%; with 100% employer match about $143,273 at 4% or $95,515 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 15 | $1,051,298 | $171,927 | $11,462iApproximate average salary by contribution assumption: employee only about $286,545 at 4% or $191,030 at 6%; with 50% employer match about $191,030 at 4% or $127,353 at 6%; with 100% employer match about $143,273 at 4% or $95,515 at 6%. |
| 2010 | 1 | 15 | $1,624,011 | $181,108 | $12,074iApproximate average salary by contribution assumption: employee only about $301,847 at 4% or $201,231 at 6%; with 50% employer match about $201,231 at 4% or $134,154 at 6%; with 100% employer match about $150,923 at 4% or $100,616 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 15 | $1,624,011 | $181,108 | $12,074iApproximate average salary by contribution assumption: employee only about $301,847 at 4% or $201,231 at 6%; with 50% employer match about $201,231 at 4% or $134,154 at 6%; with 100% employer match about $150,923 at 4% or $100,616 at 6%. |
| 2009 | 1 | 11 | $1,260,334 | $53,952 | $4,905iApproximate average salary by contribution assumption: employee only about $122,618 at 4% or $81,745 at 6%; with 50% employer match about $81,745 at 4% or $54,497 at 6%; with 100% employer match about $61,309 at 4% or $40,873 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 11 | $1,260,334 | $53,952 | $4,905iApproximate average salary by contribution assumption: employee only about $122,618 at 4% or $81,745 at 6%; with 50% employer match about $81,745 at 4% or $54,497 at 6%; with 100% employer match about $61,309 at 4% or $40,873 at 6%. |
| 2008 | 1 | 10 | $954,492 | $234,897 | $23,490iApproximate average salary by contribution assumption: employee only about $587,243 at 4% or $391,495 at 6%; with 50% employer match about $391,495 at 4% or $260,997 at 6%; with 100% employer match about $293,621 at 4% or $195,748 at 6%. |
| Venn Strategies 401K Profit Sharing Plan | - | 10 | $954,492 | $234,897 | $23,490iApproximate average salary by contribution assumption: employee only about $587,243 at 4% or $391,495 at 6%; with 50% employer match about $391,495 at 4% or $260,997 at 6%; with 100% employer match about $293,621 at 4% or $195,748 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Venn Strategies 401K Profit Sharing Plan | - | 12 | - | - | - |
| 2006 | 1 | 8 | $912,749 | $178,177 | $22,272iApproximate average salary by contribution assumption: employee only about $556,803 at 4% or $371,202 at 6%; with 50% employer match about $371,202 at 4% or $247,468 at 6%; with 100% employer match about $278,402 at 4% or $185,601 at 6%. |
| Venn Strategies 401K Profit Sharing Plan | - | 8 | $912,749 | $178,177 | $22,272iApproximate average salary by contribution assumption: employee only about $556,803 at 4% or $371,202 at 6%; with 50% employer match about $371,202 at 4% or $247,468 at 6%; with 100% employer match about $278,402 at 4% or $185,601 at 6%. |
| 2005 | 1 | 7 | $665,364 | $167,006 | $23,858iApproximate average salary by contribution assumption: employee only about $596,450 at 4% or $397,633 at 6%; with 50% employer match about $397,633 at 4% or $265,089 at 6%; with 100% employer match about $298,225 at 4% or $198,817 at 6%. |
| Venn Strategies 401K Profit Sharing Plan | - | 7 | $665,364 | $167,006 | $23,858iApproximate average salary by contribution assumption: employee only about $596,450 at 4% or $397,633 at 6%; with 50% employer match about $397,633 at 4% or $265,089 at 6%; with 100% employer match about $298,225 at 4% or $198,817 at 6%. |
| 2004 | 1 | 7 | $459,117 | $149,691 | $21,384iApproximate average salary by contribution assumption: employee only about $534,611 at 4% or $356,407 at 6%; with 50% employer match about $356,407 at 4% or $237,605 at 6%; with 100% employer match about $267,305 at 4% or $178,204 at 6%. |
| Venn Strategies 401K Profit Sharing Plan | - | 7 | $459,117 | $149,691 | $21,384iApproximate average salary by contribution assumption: employee only about $534,611 at 4% or $356,407 at 6%; with 50% employer match about $356,407 at 4% or $237,605 at 6%; with 100% employer match about $267,305 at 4% or $178,204 at 6%. |
| 2003 | 1 | 4 | $273,030 | $125,981 | $31,495iApproximate average salary by contribution assumption: employee only about $787,381 at 4% or $524,921 at 6%; with 50% employer match about $524,921 at 4% or $349,947 at 6%; with 100% employer match about $393,691 at 4% or $262,460 at 6%. |
| Venn Strategies 401K Profit Sharing Plan | - | 4 | $273,030 | $125,981 | $31,495iApproximate average salary by contribution assumption: employee only about $787,381 at 4% or $524,921 at 6%; with 50% employer match about $524,921 at 4% or $349,947 at 6%; with 100% employer match about $393,691 at 4% or $262,460 at 6%. |
| 2002 | 1 | 2 | $112,061 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Venn Strategies 401(K) Profit Sharing Plan | - | 2 | $112,061 | $80,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Venn Strategies 401(K) Profit Sharing Plan | - | 2 | - | - | - |