Civic Intelligence

Strate Insurance Group Inc.

Plan context: Strate Insurance Group Inc 401K Profit Sharing Plan

EIN 62-1065965 • Morristown, TN • 26 filings • 4 plans

1750 West Andrew Johnson HighwayMorristown, TN 37814
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,808,868

2024 Contributions

$35,674

Historical Graphs

Total Assets Over Time

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

$5,429,174$2,714,587$0199920152023YearValue
$1,808,868Latest year 2023

Participants Over Time

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

23120199920112023YearValue
17Latest year 2023

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
202410$0$35,674-
Strate Insurance Group Inc 401K Profit Sharing Plan-0$0$35,674-
2023117$1,808,868$228,866$13,463iApproximate average salary by contribution assumption: employee only about $336,568 at 4% or $224,378 at 6%; with 50% employer match about $224,378 at 4% or $149,586 at 6%; with 100% employer match about $168,284 at 4% or $112,189 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-17$1,808,868$228,866$13,463iApproximate average salary by contribution assumption: employee only about $336,568 at 4% or $224,378 at 6%; with 50% employer match about $224,378 at 4% or $149,586 at 6%; with 100% employer match about $168,284 at 4% or $112,189 at 6%.
2022119$1,257,920$262,253$13,803iApproximate average salary by contribution assumption: employee only about $345,070 at 4% or $230,046 at 6%; with 50% employer match about $230,046 at 4% or $153,364 at 6%; with 100% employer match about $172,535 at 4% or $115,023 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-19$1,257,920$262,253$13,803iApproximate average salary by contribution assumption: employee only about $345,070 at 4% or $230,046 at 6%; with 50% employer match about $230,046 at 4% or $153,364 at 6%; with 100% employer match about $172,535 at 4% or $115,023 at 6%.
2021120$3,670,328$278,464$13,923iApproximate average salary by contribution assumption: employee only about $348,080 at 4% or $232,053 at 6%; with 50% employer match about $232,053 at 4% or $154,702 at 6%; with 100% employer match about $174,040 at 4% or $116,027 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-20$3,670,328$278,464$13,923iApproximate average salary by contribution assumption: employee only about $348,080 at 4% or $232,053 at 6%; with 50% employer match about $232,053 at 4% or $154,702 at 6%; with 100% employer match about $174,040 at 4% or $116,027 at 6%.
2020122$5,429,174$273,165$12,417iApproximate average salary by contribution assumption: employee only about $310,415 at 4% or $206,943 at 6%; with 50% employer match about $206,943 at 4% or $137,962 at 6%; with 100% employer match about $155,207 at 4% or $103,472 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-22$5,429,174$273,165$12,417iApproximate average salary by contribution assumption: employee only about $310,415 at 4% or $206,943 at 6%; with 50% employer match about $206,943 at 4% or $137,962 at 6%; with 100% employer match about $155,207 at 4% or $103,472 at 6%.
2019118$4,329,047$396,792$22,044iApproximate average salary by contribution assumption: employee only about $551,100 at 4% or $367,400 at 6%; with 50% employer match about $367,400 at 4% or $244,933 at 6%; with 100% employer match about $275,550 at 4% or $183,700 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-18$4,329,047$396,792$22,044iApproximate average salary by contribution assumption: employee only about $551,100 at 4% or $367,400 at 6%; with 50% employer match about $367,400 at 4% or $244,933 at 6%; with 100% employer match about $275,550 at 4% or $183,700 at 6%.
2018120$3,647,582$251,352$12,568iApproximate average salary by contribution assumption: employee only about $314,190 at 4% or $209,460 at 6%; with 50% employer match about $209,460 at 4% or $139,640 at 6%; with 100% employer match about $157,095 at 4% or $104,730 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-20$3,647,582$251,352$12,568iApproximate average salary by contribution assumption: employee only about $314,190 at 4% or $209,460 at 6%; with 50% employer match about $209,460 at 4% or $139,640 at 6%; with 100% employer match about $157,095 at 4% or $104,730 at 6%.
2017115$3,349,430$229,740$15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-15$3,349,430$229,740$15,316iApproximate average salary by contribution assumption: employee only about $382,900 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,450 at 4% or $127,633 at 6%.
2016115$2,899,833$223,708$14,914iApproximate average salary by contribution assumption: employee only about $372,847 at 4% or $248,564 at 6%; with 50% employer match about $248,564 at 4% or $165,710 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-15$2,899,833$223,708$14,914iApproximate average salary by contribution assumption: employee only about $372,847 at 4% or $248,564 at 6%; with 50% employer match about $248,564 at 4% or $165,710 at 6%; with 100% employer match about $186,423 at 4% or $124,282 at 6%.
2015116$2,588,313$235,101$14,694iApproximate average salary by contribution assumption: employee only about $367,345 at 4% or $244,897 at 6%; with 50% employer match about $244,897 at 4% or $163,265 at 6%; with 100% employer match about $183,673 at 4% or $122,448 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-16$2,588,313$235,101$14,694iApproximate average salary by contribution assumption: employee only about $367,345 at 4% or $244,897 at 6%; with 50% employer match about $244,897 at 4% or $163,265 at 6%; with 100% employer match about $183,673 at 4% or $122,448 at 6%.
2014117$2,530,799$220,806$12,989iApproximate average salary by contribution assumption: employee only about $324,715 at 4% or $216,476 at 6%; with 50% employer match about $216,476 at 4% or $144,318 at 6%; with 100% employer match about $162,357 at 4% or $108,238 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-17$2,530,799$220,806$12,989iApproximate average salary by contribution assumption: employee only about $324,715 at 4% or $216,476 at 6%; with 50% employer match about $216,476 at 4% or $144,318 at 6%; with 100% employer match about $162,357 at 4% or $108,238 at 6%.
2013119$3,660,508$460,615$24,243iApproximate average salary by contribution assumption: employee only about $606,072 at 4% or $404,048 at 6%; with 50% employer match about $404,048 at 4% or $269,365 at 6%; with 100% employer match about $303,036 at 4% or $202,024 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-19$3,660,508$460,615$24,243iApproximate average salary by contribution assumption: employee only about $606,072 at 4% or $404,048 at 6%; with 50% employer match about $404,048 at 4% or $269,365 at 6%; with 100% employer match about $303,036 at 4% or $202,024 at 6%.
2012123$2,991,205$405,735$17,641iApproximate average salary by contribution assumption: employee only about $441,016 at 4% or $294,011 at 6%; with 50% employer match about $294,011 at 4% or $196,007 at 6%; with 100% employer match about $220,508 at 4% or $147,005 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-23$2,991,205$405,735$17,641iApproximate average salary by contribution assumption: employee only about $441,016 at 4% or $294,011 at 6%; with 50% employer match about $294,011 at 4% or $196,007 at 6%; with 100% employer match about $220,508 at 4% or $147,005 at 6%.
2011119$2,335,505$143,877$7,572iApproximate average salary by contribution assumption: employee only about $189,312 at 4% or $126,208 at 6%; with 50% employer match about $126,208 at 4% or $84,139 at 6%; with 100% employer match about $94,656 at 4% or $63,104 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-19$2,335,505$143,877$7,572iApproximate average salary by contribution assumption: employee only about $189,312 at 4% or $126,208 at 6%; with 50% employer match about $126,208 at 4% or $84,139 at 6%; with 100% employer match about $94,656 at 4% or $63,104 at 6%.
2010120$1,776,652$194,140$9,707iApproximate average salary by contribution assumption: employee only about $242,675 at 4% or $161,783 at 6%; with 50% employer match about $161,783 at 4% or $107,856 at 6%; with 100% employer match about $121,338 at 4% or $80,892 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-20$1,776,652$194,140$9,707iApproximate average salary by contribution assumption: employee only about $242,675 at 4% or $161,783 at 6%; with 50% employer match about $161,783 at 4% or $107,856 at 6%; with 100% employer match about $121,338 at 4% or $80,892 at 6%.
2009117$1,652,368$242,155$14,244iApproximate average salary by contribution assumption: employee only about $356,110 at 4% or $237,407 at 6%; with 50% employer match about $237,407 at 4% or $158,271 at 6%; with 100% employer match about $178,055 at 4% or $118,703 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-17$1,652,368$242,155$14,244iApproximate average salary by contribution assumption: employee only about $356,110 at 4% or $237,407 at 6%; with 50% employer match about $237,407 at 4% or $158,271 at 6%; with 100% employer match about $178,055 at 4% or $118,703 at 6%.
2008117$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-17---
2007111$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-11---
2006111$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-11---
2005113$1,090,819$143,811$11,062iApproximate average salary by contribution assumption: employee only about $276,560 at 4% or $184,373 at 6%; with 50% employer match about $184,373 at 4% or $122,915 at 6%; with 100% employer match about $138,280 at 4% or $92,187 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-13$1,090,819$143,811$11,062iApproximate average salary by contribution assumption: employee only about $276,560 at 4% or $184,373 at 6%; with 50% employer match about $184,373 at 4% or $122,915 at 6%; with 100% employer match about $138,280 at 4% or $92,187 at 6%.
2004116$1,147,546$124,932$7,808iApproximate average salary by contribution assumption: employee only about $195,206 at 4% or $130,138 at 6%; with 50% employer match about $130,138 at 4% or $86,758 at 6%; with 100% employer match about $97,603 at 4% or $65,069 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-16$1,147,546$124,932$7,808iApproximate average salary by contribution assumption: employee only about $195,206 at 4% or $130,138 at 6%; with 50% employer match about $130,138 at 4% or $86,758 at 6%; with 100% employer match about $97,603 at 4% or $65,069 at 6%.
2003112$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-12---
2002112$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-12---
2001111$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-11---
2000112$0$0-
Strate Insurance Group Inc 401K Profit Sharing Plan-12---
1999113$753,856$76,873$5,913iApproximate average salary by contribution assumption: employee only about $147,833 at 4% or $98,555 at 6%; with 50% employer match about $98,555 at 4% or $65,703 at 6%; with 100% employer match about $73,916 at 4% or $49,278 at 6%.
Strate Insurance Group Inc 401K Profit Sharing Plan-13$753,856$76,873$5,913iApproximate average salary by contribution assumption: employee only about $147,833 at 4% or $98,555 at 6%; with 50% employer match about $98,555 at 4% or $65,703 at 6%; with 100% employer match about $73,916 at 4% or $49,278 at 6%.