Hg Strategy LLC
Plan context: Hg Strategy LLC Profit Sharing Retirement Plan
EIN 66-0764086 • San Juan, PR • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,843,457
2024 Contributions
$69,000
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 | 2 | $1,843,457 | $69,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $1,843,457 | $69,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| 2023 | 1 | 2 | $1,588,330 | $35,485 | $17,743iApproximate average salary by contribution assumption: employee only about $443,563 at 4% or $295,708 at 6%; with 50% employer match about $295,708 at 4% or $197,139 at 6%; with 100% employer match about $221,781 at 4% or $147,854 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $1,588,330 | $35,485 | $17,743iApproximate average salary by contribution assumption: employee only about $443,563 at 4% or $295,708 at 6%; with 50% employer match about $295,708 at 4% or $197,139 at 6%; with 100% employer match about $221,781 at 4% or $147,854 at 6%. |
| 2022 | 1 | 2 | $1,341,525 | $61,000 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $1,341,525 | $61,000 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| 2021 | 1 | 2 | $1,560,077 | $58,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $1,560,077 | $58,000 | $29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%. |
| 2020 | 1 | 2 | $1,342,404 | $42,247 | $21,124iApproximate average salary by contribution assumption: employee only about $528,088 at 4% or $352,058 at 6%; with 50% employer match about $352,058 at 4% or $234,706 at 6%; with 100% employer match about $264,044 at 4% or $176,029 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $1,342,404 | $42,247 | $21,124iApproximate average salary by contribution assumption: employee only about $528,088 at 4% or $352,058 at 6%; with 50% employer match about $352,058 at 4% or $234,706 at 6%; with 100% employer match about $264,044 at 4% or $176,029 at 6%. |
| 2019 | 1 | 2 | $1,123,119 | $30,675 | $15,338iApproximate average salary by contribution assumption: employee only about $383,438 at 4% or $255,625 at 6%; with 50% employer match about $255,625 at 4% or $170,417 at 6%; with 100% employer match about $191,719 at 4% or $127,813 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $1,123,119 | $30,675 | $15,338iApproximate average salary by contribution assumption: employee only about $383,438 at 4% or $255,625 at 6%; with 50% employer match about $255,625 at 4% or $170,417 at 6%; with 100% employer match about $191,719 at 4% or $127,813 at 6%. |
| 2018 | 1 | 2 | $918,510 | $48,909 | $24,455iApproximate average salary by contribution assumption: employee only about $611,363 at 4% or $407,575 at 6%; with 50% employer match about $407,575 at 4% or $271,717 at 6%; with 100% employer match about $305,681 at 4% or $203,788 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $918,510 | $48,909 | $24,455iApproximate average salary by contribution assumption: employee only about $611,363 at 4% or $407,575 at 6%; with 50% employer match about $407,575 at 4% or $271,717 at 6%; with 100% employer match about $305,681 at 4% or $203,788 at 6%. |
| 2017 | 1 | 2 | $948,132 | $804,014 | $402,007iApproximate average salary by contribution assumption: employee only about $10,050,175 at 4% or $6,700,117 at 6%; with 50% employer match about $6,700,117 at 4% or $4,466,744 at 6%; with 100% employer match about $5,025,088 at 4% or $3,350,058 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $948,132 | $804,014 | $402,007iApproximate average salary by contribution assumption: employee only about $10,050,175 at 4% or $6,700,117 at 6%; with 50% employer match about $6,700,117 at 4% or $4,466,744 at 6%; with 100% employer match about $5,025,088 at 4% or $3,350,058 at 6%. |
| 2016 | 1 | 2 | $54,000 | $54,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |
| Hg Strategy LLC Profit Sharing Retirement Plan | - | 2 | $54,000 | $54,000 | $27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%. |