Civic Intelligence

Hebe Lugo Nazario

Plan context: Strategic Minds Retirement Plan

EIN 66-0765754 • 5 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$548,102

2024 Contributions

$31,000

Historical Graphs

Total Assets Over Time

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

$548,102$274,051$0202020222024YearValue
$548,102Latest year 2024

Participants Over Time

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

110202020222024YearValue
1Latest year 2024

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
202411$548,102$31,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Strategic Minds Retirement Plan-1$548,102$31,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
202311$450,647$43,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
Strategic Minds Retirement Plan-1$450,647$43,000$43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%.
202211$301,932$250,834$250,834iApproximate average salary by contribution assumption: employee only about $6,270,850 at 4% or $4,180,567 at 6%; with 50% employer match about $4,180,567 at 4% or $2,787,044 at 6%; with 100% employer match about $3,135,425 at 4% or $2,090,283 at 6%.
Strategic Minds Retirement Plan-1$301,932$250,834$250,834iApproximate average salary by contribution assumption: employee only about $6,270,850 at 4% or $4,180,567 at 6%; with 50% employer match about $4,180,567 at 4% or $2,787,044 at 6%; with 100% employer match about $3,135,425 at 4% or $2,090,283 at 6%.
202111$60,353$55,750$55,750iApproximate average salary by contribution assumption: employee only about $1,393,750 at 4% or $929,167 at 6%; with 50% employer match about $929,167 at 4% or $619,444 at 6%; with 100% employer match about $696,875 at 4% or $464,583 at 6%.
Strategic Minds Retirement Plan-1$60,353$55,750$55,750iApproximate average salary by contribution assumption: employee only about $1,393,750 at 4% or $929,167 at 6%; with 50% employer match about $929,167 at 4% or $619,444 at 6%; with 100% employer match about $696,875 at 4% or $464,583 at 6%.
202011$37,750$37,750$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.
Strategic Minds Retirement Plan-1$37,750$37,750$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.