Financial Strategies LLC
Plan context: Financial Strategies LLC 401K Plan
EIN 68-0537773 • 6 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
6
2008 Assets
$25,416
2008 Contributions
$3,668
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| Financial Strategies LLC 401K Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Financial Strategies LLC 401K Plan | - | 0 | - | - | - |
| 2006 | 1 | 6 | $25,416 | $3,668 | $611iApproximate average salary by contribution assumption: employee only about $15,283 at 4% or $10,189 at 6%; with 50% employer match about $10,189 at 4% or $6,793 at 6%; with 100% employer match about $7,642 at 4% or $5,094 at 6%. |
| Financial Strategies LLC 401K Plan | - | 6 | $25,416 | $3,668 | $611iApproximate average salary by contribution assumption: employee only about $15,283 at 4% or $10,189 at 6%; with 50% employer match about $10,189 at 4% or $6,793 at 6%; with 100% employer match about $7,642 at 4% or $5,094 at 6%. |
| 2005 | 1 | 5 | $27,902 | $12,776 | $2,555iApproximate average salary by contribution assumption: employee only about $63,880 at 4% or $42,587 at 6%; with 50% employer match about $42,587 at 4% or $28,391 at 6%; with 100% employer match about $31,940 at 4% or $21,293 at 6%. |
| Financial Strategies LLC 401K Plan | - | 5 | $27,902 | $12,776 | $2,555iApproximate average salary by contribution assumption: employee only about $63,880 at 4% or $42,587 at 6%; with 50% employer match about $42,587 at 4% or $28,391 at 6%; with 100% employer match about $31,940 at 4% or $21,293 at 6%. |
| 2004 | 1 | 5 | $17,788 | $11,337 | $2,267iApproximate average salary by contribution assumption: employee only about $56,685 at 4% or $37,790 at 6%; with 50% employer match about $37,790 at 4% or $25,193 at 6%; with 100% employer match about $28,343 at 4% or $18,895 at 6%. |
| Financial Strategies LLC 401K Plan | - | 5 | $17,788 | $11,337 | $2,267iApproximate average salary by contribution assumption: employee only about $56,685 at 4% or $37,790 at 6%; with 50% employer match about $37,790 at 4% or $25,193 at 6%; with 100% employer match about $28,343 at 4% or $18,895 at 6%. |
| 2003 | 1 | 5 | $5,018 | $4,828 | $966iApproximate average salary by contribution assumption: employee only about $24,140 at 4% or $16,093 at 6%; with 50% employer match about $16,093 at 4% or $10,729 at 6%; with 100% employer match about $12,070 at 4% or $8,047 at 6%. |
| Financial Strategies LLC 401K Plan | - | 5 | $5,018 | $4,828 | $966iApproximate average salary by contribution assumption: employee only about $24,140 at 4% or $16,093 at 6%; with 50% employer match about $16,093 at 4% or $10,729 at 6%; with 100% employer match about $12,070 at 4% or $8,047 at 6%. |