Straits Management Company LLC
Plan context: Straits Management Company 401(K) Plan
EIN 57-1212590 • Hillsborough, CA • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$3,500,634
2024 Contributions
$131,619
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 | 18 | $3,500,634 | $131,619 | $7,312iApproximate average salary by contribution assumption: employee only about $182,804 at 4% or $121,869 at 6%; with 50% employer match about $121,869 at 4% or $81,246 at 6%; with 100% employer match about $91,402 at 4% or $60,935 at 6%. |
| Straits Management Company 401(K) Plan | - | 18 | $3,500,634 | $131,619 | $7,312iApproximate average salary by contribution assumption: employee only about $182,804 at 4% or $121,869 at 6%; with 50% employer match about $121,869 at 4% or $81,246 at 6%; with 100% employer match about $91,402 at 4% or $60,935 at 6%. |
| 2023 | 1 | 20 | $2,954,521 | $136,027 | $6,801iApproximate average salary by contribution assumption: employee only about $170,034 at 4% or $113,356 at 6%; with 50% employer match about $113,356 at 4% or $75,571 at 6%; with 100% employer match about $85,017 at 4% or $56,678 at 6%. |
| Straits Management Company 401(K) Plan | - | 20 | $2,954,521 | $136,027 | $6,801iApproximate average salary by contribution assumption: employee only about $170,034 at 4% or $113,356 at 6%; with 50% employer match about $113,356 at 4% or $75,571 at 6%; with 100% employer match about $85,017 at 4% or $56,678 at 6%. |
| 2022 | 1 | 20 | $2,262,499 | $139,730 | $6,987iApproximate average salary by contribution assumption: employee only about $174,663 at 4% or $116,442 at 6%; with 50% employer match about $116,442 at 4% or $77,628 at 6%; with 100% employer match about $87,331 at 4% or $58,221 at 6%. |
| Straits Management Company 401(K) Plan | - | 20 | $2,262,499 | $139,730 | $6,987iApproximate average salary by contribution assumption: employee only about $174,663 at 4% or $116,442 at 6%; with 50% employer match about $116,442 at 4% or $77,628 at 6%; with 100% employer match about $87,331 at 4% or $58,221 at 6%. |
| 2021 | 1 | 20 | $2,806,095 | $127,310 | $6,366iApproximate average salary by contribution assumption: employee only about $159,138 at 4% or $106,092 at 6%; with 50% employer match about $106,092 at 4% or $70,728 at 6%; with 100% employer match about $79,569 at 4% or $53,046 at 6%. |
| Straits Management Company 401(K) Plan | - | 20 | $2,806,095 | $127,310 | $6,366iApproximate average salary by contribution assumption: employee only about $159,138 at 4% or $106,092 at 6%; with 50% employer match about $106,092 at 4% or $70,728 at 6%; with 100% employer match about $79,569 at 4% or $53,046 at 6%. |
| 2020 | 1 | 21 | $4,174,159 | $112,299 | $5,348iApproximate average salary by contribution assumption: employee only about $133,689 at 4% or $89,126 at 6%; with 50% employer match about $89,126 at 4% or $59,417 at 6%; with 100% employer match about $66,845 at 4% or $44,563 at 6%. |
| Straits Management Company 401(K) Plan | - | 21 | $4,174,159 | $112,299 | $5,348iApproximate average salary by contribution assumption: employee only about $133,689 at 4% or $89,126 at 6%; with 50% employer match about $89,126 at 4% or $59,417 at 6%; with 100% employer match about $66,845 at 4% or $44,563 at 6%. |
| 2019 | 1 | 22 | $3,289,563 | $171,419 | $7,792iApproximate average salary by contribution assumption: employee only about $194,794 at 4% or $129,863 at 6%; with 50% employer match about $129,863 at 4% or $86,575 at 6%; with 100% employer match about $97,397 at 4% or $64,931 at 6%. |
| Straits Management Company 401(K) Plan | - | 22 | $3,289,563 | $171,419 | $7,792iApproximate average salary by contribution assumption: employee only about $194,794 at 4% or $129,863 at 6%; with 50% employer match about $129,863 at 4% or $86,575 at 6%; with 100% employer match about $97,397 at 4% or $64,931 at 6%. |
| 2018 | 1 | 92 | $2,846,637 | $201,626 | $2,192iApproximate average salary by contribution assumption: employee only about $54,790 at 4% or $36,526 at 6%; with 50% employer match about $36,526 at 4% or $24,351 at 6%; with 100% employer match about $27,395 at 4% or $18,263 at 6%. |
| Straits Management Company 401(K) Plan | - | 92 | $2,846,637 | $201,626 | $2,192iApproximate average salary by contribution assumption: employee only about $54,790 at 4% or $36,526 at 6%; with 50% employer match about $36,526 at 4% or $24,351 at 6%; with 100% employer match about $27,395 at 4% or $18,263 at 6%. |
| 2017 | 1 | 141 | $2,916,470 | $190,421 | $1,351iApproximate average salary by contribution assumption: employee only about $33,763 at 4% or $22,508 at 6%; with 50% employer match about $22,508 at 4% or $15,006 at 6%; with 100% employer match about $16,881 at 4% or $11,254 at 6%. |
| Straits Management Company 401(K) Plan | - | 141 | $2,916,470 | $190,421 | $1,351iApproximate average salary by contribution assumption: employee only about $33,763 at 4% or $22,508 at 6%; with 50% employer match about $22,508 at 4% or $15,006 at 6%; with 100% employer match about $16,881 at 4% or $11,254 at 6%. |
| 2016 | 1 | 161 | $2,274,958 | $174,277 | $1,082iApproximate average salary by contribution assumption: employee only about $27,062 at 4% or $18,041 at 6%; with 50% employer match about $18,041 at 4% or $12,027 at 6%; with 100% employer match about $13,531 at 4% or $9,021 at 6%. |
| Straits Management Company 401(K) Plan | - | 161 | $2,274,958 | $174,277 | $1,082iApproximate average salary by contribution assumption: employee only about $27,062 at 4% or $18,041 at 6%; with 50% employer match about $18,041 at 4% or $12,027 at 6%; with 100% employer match about $13,531 at 4% or $9,021 at 6%. |
| 2015 | 1 | 145 | $1,952,012 | $193,196 | $1,332iApproximate average salary by contribution assumption: employee only about $33,310 at 4% or $22,206 at 6%; with 50% employer match about $22,206 at 4% or $14,804 at 6%; with 100% employer match about $16,655 at 4% or $11,103 at 6%. |
| Straits Management Company 401(K) Plan | - | 145 | $1,952,012 | $193,196 | $1,332iApproximate average salary by contribution assumption: employee only about $33,310 at 4% or $22,206 at 6%; with 50% employer match about $22,206 at 4% or $14,804 at 6%; with 100% employer match about $16,655 at 4% or $11,103 at 6%. |
| 2014 | 1 | 160 | $1,887,489 | $205,399 | $1,284iApproximate average salary by contribution assumption: employee only about $32,094 at 4% or $21,396 at 6%; with 50% employer match about $21,396 at 4% or $14,264 at 6%; with 100% employer match about $16,047 at 4% or $10,698 at 6%. |
| Straits Management Company 401(K) Plan | - | 160 | $1,887,489 | $205,399 | $1,284iApproximate average salary by contribution assumption: employee only about $32,094 at 4% or $21,396 at 6%; with 50% employer match about $21,396 at 4% or $14,264 at 6%; with 100% employer match about $16,047 at 4% or $10,698 at 6%. |
| 2013 | 1 | 214 | $1,585,302 | $193,854 | $906iApproximate average salary by contribution assumption: employee only about $22,646 at 4% or $15,098 at 6%; with 50% employer match about $15,098 at 4% or $10,065 at 6%; with 100% employer match about $11,323 at 4% or $7,549 at 6%. |
| Straits Management Company 401(K) Plan | - | 214 | $1,585,302 | $193,854 | $906iApproximate average salary by contribution assumption: employee only about $22,646 at 4% or $15,098 at 6%; with 50% employer match about $15,098 at 4% or $10,065 at 6%; with 100% employer match about $11,323 at 4% or $7,549 at 6%. |
| 2012 | 1 | 144 | $1,229,122 | $185,979 | $1,292iApproximate average salary by contribution assumption: employee only about $32,288 at 4% or $21,525 at 6%; with 50% employer match about $21,525 at 4% or $14,350 at 6%; with 100% employer match about $16,144 at 4% or $10,763 at 6%. |
| Straits Management Company 401(K) Plan | - | 144 | $1,229,122 | $185,979 | $1,292iApproximate average salary by contribution assumption: employee only about $32,288 at 4% or $21,525 at 6%; with 50% employer match about $21,525 at 4% or $14,350 at 6%; with 100% employer match about $16,144 at 4% or $10,763 at 6%. |
| 2011 | 1 | 33 | $914,968 | $201,943 | $6,119iApproximate average salary by contribution assumption: employee only about $152,987 at 4% or $101,991 at 6%; with 50% employer match about $101,991 at 4% or $67,994 at 6%; with 100% employer match about $76,494 at 4% or $50,996 at 6%. |
| Straits Management Company 401(K) Plan | - | 33 | $914,968 | $201,943 | $6,119iApproximate average salary by contribution assumption: employee only about $152,987 at 4% or $101,991 at 6%; with 50% employer match about $101,991 at 4% or $67,994 at 6%; with 100% employer match about $76,494 at 4% or $50,996 at 6%. |
| 2010 | 1 | 20 | $786,635 | $199,268 | $9,963iApproximate average salary by contribution assumption: employee only about $249,085 at 4% or $166,057 at 6%; with 50% employer match about $166,057 at 4% or $110,704 at 6%; with 100% employer match about $124,543 at 4% or $83,028 at 6%. |
| Straits Management Company 401(K) Plan | - | 20 | $786,635 | $199,268 | $9,963iApproximate average salary by contribution assumption: employee only about $249,085 at 4% or $166,057 at 6%; with 50% employer match about $166,057 at 4% or $110,704 at 6%; with 100% employer match about $124,543 at 4% or $83,028 at 6%. |
| 2009 | 1 | 20 | $507,329 | $150,074 | $7,504iApproximate average salary by contribution assumption: employee only about $187,593 at 4% or $125,062 at 6%; with 50% employer match about $125,062 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%. |
| Straits Management Company 401(K) Plan | - | 20 | $507,329 | $150,074 | $7,504iApproximate average salary by contribution assumption: employee only about $187,593 at 4% or $125,062 at 6%; with 50% employer match about $125,062 at 4% or $83,374 at 6%; with 100% employer match about $93,796 at 4% or $62,531 at 6%. |
| 2008 | 1 | 19 | $246,681 | $205,150 | $10,797iApproximate average salary by contribution assumption: employee only about $269,934 at 4% or $179,956 at 6%; with 50% employer match about $179,956 at 4% or $119,971 at 6%; with 100% employer match about $134,967 at 4% or $89,978 at 6%. |
| Straits Management Company 401(K) Plan | - | 19 | $246,681 | $205,150 | $10,797iApproximate average salary by contribution assumption: employee only about $269,934 at 4% or $179,956 at 6%; with 50% employer match about $179,956 at 4% or $119,971 at 6%; with 100% employer match about $134,967 at 4% or $89,978 at 6%. |
| 2007 | 1 | 18 | $308,782 | $125,387 | $6,966iApproximate average salary by contribution assumption: employee only about $174,149 at 4% or $116,099 at 6%; with 50% employer match about $116,099 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,050 at 6%. |
| Straits Management Company 401(K) Plan | - | 18 | $308,782 | $125,387 | $6,966iApproximate average salary by contribution assumption: employee only about $174,149 at 4% or $116,099 at 6%; with 50% employer match about $116,099 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,050 at 6%. |