Advanced Strategies Inc.
Plan context: Advanced Strategies 401K Plan
EIN 72-1347581 • Baton Rouge, LA • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$2,818,413
2024 Contributions
$122,250
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 | $2,818,413 | $122,250 | $61,125iApproximate average salary by contribution assumption: employee only about $1,528,125 at 4% or $1,018,750 at 6%; with 50% employer match about $1,018,750 at 4% or $679,167 at 6%; with 100% employer match about $764,063 at 4% or $509,375 at 6%. |
| Advanced Strategies 401K Plan | - | 2 | $2,818,413 | $122,250 | $61,125iApproximate average salary by contribution assumption: employee only about $1,528,125 at 4% or $1,018,750 at 6%; with 50% employer match about $1,018,750 at 4% or $679,167 at 6%; with 100% employer match about $764,063 at 4% or $509,375 at 6%. |
| 2023 | 1 | 2 | $1,627,155 | $147,250 | $73,625iApproximate average salary by contribution assumption: employee only about $1,840,625 at 4% or $1,227,083 at 6%; with 50% employer match about $1,227,083 at 4% or $818,056 at 6%; with 100% employer match about $920,313 at 4% or $613,542 at 6%. |
| Advanced Strategies 401K Plan | - | 2 | $1,627,155 | $147,250 | $73,625iApproximate average salary by contribution assumption: employee only about $1,840,625 at 4% or $1,227,083 at 6%; with 50% employer match about $1,227,083 at 4% or $818,056 at 6%; with 100% employer match about $920,313 at 4% or $613,542 at 6%. |
| 2022 | 1 | 2 | $1,403,016 | $123,625 | $61,813iApproximate average salary by contribution assumption: employee only about $1,545,313 at 4% or $1,030,208 at 6%; with 50% employer match about $1,030,208 at 4% or $686,806 at 6%; with 100% employer match about $772,656 at 4% or $515,104 at 6%. |
| Advanced Strategies 401K Plan | - | 2 | $1,403,016 | $123,625 | $61,813iApproximate average salary by contribution assumption: employee only about $1,545,313 at 4% or $1,030,208 at 6%; with 50% employer match about $1,030,208 at 4% or $686,806 at 6%; with 100% employer match about $772,656 at 4% or $515,104 at 6%. |
| 2021 | 1 | 2 | $1,556,059 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Advanced Strategies 401K Plan | - | 2 | $1,556,059 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| 2020 | 1 | 2 | $1,220,310 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Advanced Strategies 401K Plan | - | 2 | $1,220,310 | $127,000 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |