HSG
Plan context: HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN
EIN 61-1349546 • Louisville, KY • 23 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$4,921,020
2025 Contributions
$436,138
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 27 | $4,921,020 | $436,138 | $16,153iApproximate average salary by contribution assumption: employee only about $403,831 at 4% or $269,221 at 6%; with 50% employer match about $269,221 at 4% or $179,481 at 6%; with 100% employer match about $201,916 at 4% or $134,610 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 27 | $4,921,020 | $436,138 | $16,153iApproximate average salary by contribution assumption: employee only about $403,831 at 4% or $269,221 at 6%; with 50% employer match about $269,221 at 4% or $179,481 at 6%; with 100% employer match about $201,916 at 4% or $134,610 at 6%. |
| 2024 | 1 | 23 | $5,912,854 | $360,171 | $15,660iApproximate average salary by contribution assumption: employee only about $391,490 at 4% or $260,993 at 6%; with 50% employer match about $260,993 at 4% or $173,996 at 6%; with 100% employer match about $195,745 at 4% or $130,497 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 23 | $5,912,854 | $360,171 | $15,660iApproximate average salary by contribution assumption: employee only about $391,490 at 4% or $260,993 at 6%; with 50% employer match about $260,993 at 4% or $173,996 at 6%; with 100% employer match about $195,745 at 4% or $130,497 at 6%. |
| 2023 | 1 | 18 | $4,999,760 | $286,420 | $15,912iApproximate average salary by contribution assumption: employee only about $397,806 at 4% or $265,204 at 6%; with 50% employer match about $265,204 at 4% or $176,802 at 6%; with 100% employer match about $198,903 at 4% or $132,602 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $4,999,760 | $286,420 | $15,912iApproximate average salary by contribution assumption: employee only about $397,806 at 4% or $265,204 at 6%; with 50% employer match about $265,204 at 4% or $176,802 at 6%; with 100% employer match about $198,903 at 4% or $132,602 at 6%. |
| 2022 | 1 | 17 | $3,983,799 | $264,608 | $15,565iApproximate average salary by contribution assumption: employee only about $389,129 at 4% or $259,420 at 6%; with 50% employer match about $259,420 at 4% or $172,946 at 6%; with 100% employer match about $194,565 at 4% or $129,710 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 17 | $3,983,799 | $264,608 | $15,565iApproximate average salary by contribution assumption: employee only about $389,129 at 4% or $259,420 at 6%; with 50% employer match about $259,420 at 4% or $172,946 at 6%; with 100% employer match about $194,565 at 4% or $129,710 at 6%. |
| 2021 | 1 | 18 | $4,683,382 | $317,759 | $17,653iApproximate average salary by contribution assumption: employee only about $441,332 at 4% or $294,221 at 6%; with 50% employer match about $294,221 at 4% or $196,148 at 6%; with 100% employer match about $220,666 at 4% or $147,111 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $4,683,382 | $317,759 | $17,653iApproximate average salary by contribution assumption: employee only about $441,332 at 4% or $294,221 at 6%; with 50% employer match about $294,221 at 4% or $196,148 at 6%; with 100% employer match about $220,666 at 4% or $147,111 at 6%. |
| 2020 | 1 | 20 | $4,435,572 | $257,378 | $12,869iApproximate average salary by contribution assumption: employee only about $321,723 at 4% or $214,482 at 6%; with 50% employer match about $214,482 at 4% or $142,988 at 6%; with 100% employer match about $160,861 at 4% or $107,241 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 20 | $4,435,572 | $257,378 | $12,869iApproximate average salary by contribution assumption: employee only about $321,723 at 4% or $214,482 at 6%; with 50% employer match about $214,482 at 4% or $142,988 at 6%; with 100% employer match about $160,861 at 4% or $107,241 at 6%. |
| 2019 | 1 | 24 | $3,498,541 | $225,164 | $9,382iApproximate average salary by contribution assumption: employee only about $234,546 at 4% or $156,364 at 6%; with 50% employer match about $156,364 at 4% or $104,243 at 6%; with 100% employer match about $117,273 at 4% or $78,182 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 24 | $3,498,541 | $225,164 | $9,382iApproximate average salary by contribution assumption: employee only about $234,546 at 4% or $156,364 at 6%; with 50% employer match about $156,364 at 4% or $104,243 at 6%; with 100% employer match about $117,273 at 4% or $78,182 at 6%. |
| 2018 | 1 | 25 | $2,724,953 | $205,721 | $8,229iApproximate average salary by contribution assumption: employee only about $205,721 at 4% or $137,147 at 6%; with 50% employer match about $137,147 at 4% or $91,432 at 6%; with 100% employer match about $102,861 at 4% or $68,574 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 25 | $2,724,953 | $205,721 | $8,229iApproximate average salary by contribution assumption: employee only about $205,721 at 4% or $137,147 at 6%; with 50% employer match about $137,147 at 4% or $91,432 at 6%; with 100% employer match about $102,861 at 4% or $68,574 at 6%. |
| 2017 | 1 | 24 | $3,047,917 | $242,646 | $10,110iApproximate average salary by contribution assumption: employee only about $252,756 at 4% or $168,504 at 6%; with 50% employer match about $168,504 at 4% or $112,336 at 6%; with 100% employer match about $126,378 at 4% or $84,252 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 24 | $3,047,917 | $242,646 | $10,110iApproximate average salary by contribution assumption: employee only about $252,756 at 4% or $168,504 at 6%; with 50% employer match about $168,504 at 4% or $112,336 at 6%; with 100% employer match about $126,378 at 4% or $84,252 at 6%. |
| 2016 | 1 | 24 | $2,763,804 | $256,506 | $10,688iApproximate average salary by contribution assumption: employee only about $267,194 at 4% or $178,129 at 6%; with 50% employer match about $178,129 at 4% or $118,753 at 6%; with 100% employer match about $133,597 at 4% or $89,065 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 24 | $2,763,804 | $256,506 | $10,688iApproximate average salary by contribution assumption: employee only about $267,194 at 4% or $178,129 at 6%; with 50% employer match about $178,129 at 4% or $118,753 at 6%; with 100% employer match about $133,597 at 4% or $89,065 at 6%. |
| 2015 | 1 | 22 | $3,210,552 | $231,005 | $10,500iApproximate average salary by contribution assumption: employee only about $262,506 at 4% or $175,004 at 6%; with 50% employer match about $175,004 at 4% or $116,669 at 6%; with 100% employer match about $131,253 at 4% or $87,502 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 22 | $3,210,552 | $231,005 | $10,500iApproximate average salary by contribution assumption: employee only about $262,506 at 4% or $175,004 at 6%; with 50% employer match about $175,004 at 4% or $116,669 at 6%; with 100% employer match about $131,253 at 4% or $87,502 at 6%. |
| 2014 | 1 | 23 | $3,074,532 | $226,722 | $9,857iApproximate average salary by contribution assumption: employee only about $246,437 at 4% or $164,291 at 6%; with 50% employer match about $164,291 at 4% or $109,528 at 6%; with 100% employer match about $123,218 at 4% or $82,146 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 23 | $3,074,532 | $226,722 | $9,857iApproximate average salary by contribution assumption: employee only about $246,437 at 4% or $164,291 at 6%; with 50% employer match about $164,291 at 4% or $109,528 at 6%; with 100% employer match about $123,218 at 4% or $82,146 at 6%. |
| 2013 | 1 | 21 | $2,779,989 | $278,198 | $13,248iApproximate average salary by contribution assumption: employee only about $331,188 at 4% or $220,792 at 6%; with 50% employer match about $220,792 at 4% or $147,195 at 6%; with 100% employer match about $165,594 at 4% or $110,396 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 21 | $2,779,989 | $278,198 | $13,248iApproximate average salary by contribution assumption: employee only about $331,188 at 4% or $220,792 at 6%; with 50% employer match about $220,792 at 4% or $147,195 at 6%; with 100% employer match about $165,594 at 4% or $110,396 at 6%. |
| 2012 | 1 | 18 | $2,100,942 | $404,587 | $22,477iApproximate average salary by contribution assumption: employee only about $561,926 at 4% or $374,618 at 6%; with 50% employer match about $374,618 at 4% or $249,745 at 6%; with 100% employer match about $280,963 at 4% or $187,309 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 18 | $2,100,942 | $404,587 | $22,477iApproximate average salary by contribution assumption: employee only about $561,926 at 4% or $374,618 at 6%; with 50% employer match about $374,618 at 4% or $249,745 at 6%; with 100% employer match about $280,963 at 4% or $187,309 at 6%. |
| 2011 | 1 | 11 | $1,525,391 | $214,746 | $19,522iApproximate average salary by contribution assumption: employee only about $488,059 at 4% or $325,373 at 6%; with 50% employer match about $325,373 at 4% or $216,915 at 6%; with 100% employer match about $244,030 at 4% or $162,686 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 11 | $1,525,391 | $214,746 | $19,522iApproximate average salary by contribution assumption: employee only about $488,059 at 4% or $325,373 at 6%; with 50% employer match about $325,373 at 4% or $216,915 at 6%; with 100% employer match about $244,030 at 4% or $162,686 at 6%. |
| 2010 | 1 | 12 | $1,541,680 | $248,353 | $20,696iApproximate average salary by contribution assumption: employee only about $517,402 at 4% or $344,935 at 6%; with 50% employer match about $344,935 at 4% or $229,956 at 6%; with 100% employer match about $258,701 at 4% or $172,467 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 12 | $1,541,680 | $248,353 | $20,696iApproximate average salary by contribution assumption: employee only about $517,402 at 4% or $344,935 at 6%; with 50% employer match about $344,935 at 4% or $229,956 at 6%; with 100% employer match about $258,701 at 4% or $172,467 at 6%. |
| 2009 | 1 | 10 | $1,160,019 | $223,416 | $22,342iApproximate average salary by contribution assumption: employee only about $558,540 at 4% or $372,360 at 6%; with 50% employer match about $372,360 at 4% or $248,240 at 6%; with 100% employer match about $279,270 at 4% or $186,180 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN | - | 10 | $1,160,019 | $223,416 | $22,342iApproximate average salary by contribution assumption: employee only about $558,540 at 4% or $372,360 at 6%; with 50% employer match about $372,360 at 4% or $248,240 at 6%; with 100% employer match about $279,270 at 4% or $186,180 at 6%. |
| 2008 | 1 | 9 | $736,475 | $176,855 | $19,651iApproximate average salary by contribution assumption: employee only about $491,264 at 4% or $327,509 at 6%; with 50% employer match about $327,509 at 4% or $218,340 at 6%; with 100% employer match about $245,632 at 4% or $163,755 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401K PROFIT SHARING PLAN | - | 9 | $736,475 | $176,855 | $19,651iApproximate average salary by contribution assumption: employee only about $491,264 at 4% or $327,509 at 6%; with 50% employer match about $327,509 at 4% or $218,340 at 6%; with 100% employer match about $245,632 at 4% or $163,755 at 6%. |
| 2007 | 1 | 8 | $850,702 | $159,292 | $19,912iApproximate average salary by contribution assumption: employee only about $497,788 at 4% or $331,858 at 6%; with 50% employer match about $331,858 at 4% or $221,239 at 6%; with 100% employer match about $248,894 at 4% or $165,929 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401K PROFIT SHARING PLAN | - | 8 | $850,702 | $159,292 | $19,912iApproximate average salary by contribution assumption: employee only about $497,788 at 4% or $331,858 at 6%; with 50% employer match about $331,858 at 4% or $221,239 at 6%; with 100% employer match about $248,894 at 4% or $165,929 at 6%. |
| 2006 | 1 | 5 | $637,769 | $129,698 | $25,940iApproximate average salary by contribution assumption: employee only about $648,490 at 4% or $432,327 at 6%; with 50% employer match about $432,327 at 4% or $288,218 at 6%; with 100% employer match about $324,245 at 4% or $216,163 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401K PROFIT SHARING PLAN | - | 5 | $637,769 | $129,698 | $25,940iApproximate average salary by contribution assumption: employee only about $648,490 at 4% or $432,327 at 6%; with 50% employer match about $432,327 at 4% or $288,218 at 6%; with 100% employer match about $324,245 at 4% or $216,163 at 6%. |
| 2005 | 1 | 5 | $443,539 | $114,699 | $22,940iApproximate average salary by contribution assumption: employee only about $573,495 at 4% or $382,330 at 6%; with 50% employer match about $382,330 at 4% or $254,887 at 6%; with 100% employer match about $286,748 at 4% or $191,165 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401K PROFIT SHARING PLAN | - | 5 | $443,539 | $114,699 | $22,940iApproximate average salary by contribution assumption: employee only about $573,495 at 4% or $382,330 at 6%; with 50% employer match about $382,330 at 4% or $254,887 at 6%; with 100% employer match about $286,748 at 4% or $191,165 at 6%. |
| 2004 | 1 | 4 | $326,236 | $78,512 | $19,628iApproximate average salary by contribution assumption: employee only about $490,700 at 4% or $327,133 at 6%; with 50% employer match about $327,133 at 4% or $218,089 at 6%; with 100% employer match about $245,350 at 4% or $163,567 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401K PROFIT SHARING PLAN | - | 4 | $326,236 | $78,512 | $19,628iApproximate average salary by contribution assumption: employee only about $490,700 at 4% or $327,133 at 6%; with 50% employer match about $327,133 at 4% or $218,089 at 6%; with 100% employer match about $245,350 at 4% or $163,567 at 6%. |
| 2003 | 1 | 3 | $218,658 | $85,158 | $28,386iApproximate average salary by contribution assumption: employee only about $709,650 at 4% or $473,100 at 6%; with 50% employer match about $473,100 at 4% or $315,400 at 6%; with 100% employer match about $354,825 at 4% or $236,550 at 6%. |
| HEALTHCARE STRATEGY GROUP, LLC 401K PROFIT SHARING PLAN | - | 3 | $218,658 | $85,158 | $28,386iApproximate average salary by contribution assumption: employee only about $709,650 at 4% or $473,100 at 6%; with 50% employer match about $473,100 at 4% or $315,400 at 6%; with 100% employer match about $354,825 at 4% or $236,550 at 6%. |