Civic Intelligence

Strategy First LLC

Plan context: Strategy First LLC Profit Sharing Plan

EIN 58-2580857 • Alpharetta, GA • 17 filings • 2 plans

710 Brookline TraceAlpharetta, GA 30022
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$3,797,713

2020 Contributions

$19,855

Historical Graphs

Total Assets Over Time

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

$3,797,713$1,898,857$0200320132020YearValue
$3,797,713Latest year 2020

Participants Over Time

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

320200320122020YearValue
2Latest year 2020

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
202012$3,797,713$0-
Strategy First LLC Profit Sharing Plan-2$3,797,713$0-
201912$3,552,628$19,855$9,928iApproximate average salary by contribution assumption: employee only about $248,188 at 4% or $165,458 at 6%; with 50% employer match about $165,458 at 4% or $110,306 at 6%; with 100% employer match about $124,094 at 4% or $82,729 at 6%.
Strategy First LLC Profit Sharing Plan-2$3,552,628$19,855$9,928iApproximate average salary by contribution assumption: employee only about $248,188 at 4% or $165,458 at 6%; with 50% employer match about $165,458 at 4% or $110,306 at 6%; with 100% employer match about $124,094 at 4% or $82,729 at 6%.
201812$2,936,877$0-
Strategy First LLC Profit Sharing Plan-2$2,936,877$0-
201712$3,119,522$0-
Strategy First LLC Profit Sharing Plan-2$3,119,522--
201613$3,038,058$0-
Strategy First LLC Profit Sharing Plan-3$3,038,058--
201513$2,802,458$143,000$47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%.
Strategy First LLC Profit Sharing Plan-3$2,802,458$143,000$47,667iApproximate average salary by contribution assumption: employee only about $1,191,667 at 4% or $794,444 at 6%; with 50% employer match about $794,444 at 4% or $529,630 at 6%; with 100% employer match about $595,833 at 4% or $397,222 at 6%.
201413$2,744,198$128,375$42,792iApproximate average salary by contribution assumption: employee only about $1,069,792 at 4% or $713,194 at 6%; with 50% employer match about $713,194 at 4% or $475,463 at 6%; with 100% employer match about $534,896 at 4% or $356,597 at 6%.
Strategy First LLC Profit Sharing Plan-3$2,744,198$128,375$42,792iApproximate average salary by contribution assumption: employee only about $1,069,792 at 4% or $713,194 at 6%; with 50% employer match about $713,194 at 4% or $475,463 at 6%; with 100% employer match about $534,896 at 4% or $356,597 at 6%.
201313$2,516,120$0-
Strategy First LLC Profit Sharing Plan-3$2,516,120$0-
201213$2,247,508$123,875$41,292iApproximate average salary by contribution assumption: employee only about $1,032,292 at 4% or $688,194 at 6%; with 50% employer match about $688,194 at 4% or $458,796 at 6%; with 100% employer match about $516,146 at 4% or $344,097 at 6%.
Strategy First LLC Profit Sharing Plan-3$2,247,508$123,875$41,292iApproximate average salary by contribution assumption: employee only about $1,032,292 at 4% or $688,194 at 6%; with 50% employer match about $688,194 at 4% or $458,796 at 6%; with 100% employer match about $516,146 at 4% or $344,097 at 6%.
201113$1,912,534$121,250$40,417iApproximate average salary by contribution assumption: employee only about $1,010,417 at 4% or $673,611 at 6%; with 50% employer match about $673,611 at 4% or $449,074 at 6%; with 100% employer match about $505,208 at 4% or $336,806 at 6%.
Strategy First LLC Profit Sharing Plan-3$1,912,534$121,250$40,417iApproximate average salary by contribution assumption: employee only about $1,010,417 at 4% or $673,611 at 6%; with 50% employer match about $673,611 at 4% or $449,074 at 6%; with 100% employer match about $505,208 at 4% or $336,806 at 6%.
201013$1,801,518$242,000$80,667iApproximate average salary by contribution assumption: employee only about $2,016,667 at 4% or $1,344,444 at 6%; with 50% employer match about $1,344,444 at 4% or $896,296 at 6%; with 100% employer match about $1,008,333 at 4% or $672,222 at 6%.
Strategy First LLC Profit Sharing Plan-3$1,801,518$242,000$80,667iApproximate average salary by contribution assumption: employee only about $2,016,667 at 4% or $1,344,444 at 6%; with 50% employer match about $1,344,444 at 4% or $896,296 at 6%; with 100% employer match about $1,008,333 at 4% or $672,222 at 6%.
200913$872,822$120,750$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
Strategy First LLC Profit Sharing Plan-3$872,822$120,750$40,250iApproximate average salary by contribution assumption: employee only about $1,006,250 at 4% or $670,833 at 6%; with 50% employer match about $670,833 at 4% or $447,222 at 6%; with 100% employer match about $503,125 at 4% or $335,417 at 6%.
200713$0$0-
Strategy First LLC Profit Sharing Plan-3---
200613$1,207,122$109,250$36,417iApproximate average salary by contribution assumption: employee only about $910,417 at 4% or $606,944 at 6%; with 50% employer match about $606,944 at 4% or $404,630 at 6%; with 100% employer match about $455,208 at 4% or $303,472 at 6%.
Strategy First LLC Profit Sharing Plan-3$1,207,122$109,250$36,417iApproximate average salary by contribution assumption: employee only about $910,417 at 4% or $606,944 at 6%; with 50% employer match about $606,944 at 4% or $404,630 at 6%; with 100% employer match about $455,208 at 4% or $303,472 at 6%.
200512$947,001$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
Strategy First LLC Profit Sharing Plan-2$947,001$84,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200412$859,602$517,547$258,774iApproximate average salary by contribution assumption: employee only about $6,469,338 at 4% or $4,312,892 at 6%; with 50% employer match about $4,312,892 at 4% or $2,875,261 at 6%; with 100% employer match about $3,234,669 at 4% or $2,156,446 at 6%.
Strategy First LLC Profit Sharing Plan-2$859,602$517,547$258,774iApproximate average salary by contribution assumption: employee only about $6,469,338 at 4% or $4,312,892 at 6%; with 50% employer match about $4,312,892 at 4% or $2,875,261 at 6%; with 100% employer match about $3,234,669 at 4% or $2,156,446 at 6%.
200312$231,072$231,072$115,536iApproximate average salary by contribution assumption: employee only about $2,888,400 at 4% or $1,925,600 at 6%; with 50% employer match about $1,925,600 at 4% or $1,283,733 at 6%; with 100% employer match about $1,444,200 at 4% or $962,800 at 6%.
Strategy First LLC Profit Sharing Plan-2$231,072$231,072$115,536iApproximate average salary by contribution assumption: employee only about $2,888,400 at 4% or $1,925,600 at 6%; with 50% employer match about $1,925,600 at 4% or $1,283,733 at 6%; with 100% employer match about $1,444,200 at 4% or $962,800 at 6%.