Focus Strategies LLC
Plan context: Focus Strategies 401(K) Profit Sharing Plan
EIN 74-2932836 • Austin, TX • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$657,129
2024 Contributions
$44,009
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 | 9 | $657,129 | $44,009 | $4,890iApproximate average salary by contribution assumption: employee only about $122,247 at 4% or $81,498 at 6%; with 50% employer match about $81,498 at 4% or $54,332 at 6%; with 100% employer match about $61,124 at 4% or $40,749 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 9 | $657,129 | $44,009 | $4,890iApproximate average salary by contribution assumption: employee only about $122,247 at 4% or $81,498 at 6%; with 50% employer match about $81,498 at 4% or $54,332 at 6%; with 100% employer match about $61,124 at 4% or $40,749 at 6%. |
| 2023 | 1 | 8 | $560,086 | $34,213 | $4,277iApproximate average salary by contribution assumption: employee only about $106,916 at 4% or $71,277 at 6%; with 50% employer match about $71,277 at 4% or $47,518 at 6%; with 100% employer match about $53,458 at 4% or $35,639 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 8 | $560,086 | $34,213 | $4,277iApproximate average salary by contribution assumption: employee only about $106,916 at 4% or $71,277 at 6%; with 50% employer match about $71,277 at 4% or $47,518 at 6%; with 100% employer match about $53,458 at 4% or $35,639 at 6%. |
| 2022 | 1 | 8 | $453,798 | $33,656 | $4,207iApproximate average salary by contribution assumption: employee only about $105,175 at 4% or $70,117 at 6%; with 50% employer match about $70,117 at 4% or $46,744 at 6%; with 100% employer match about $52,588 at 4% or $35,058 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 8 | $453,798 | $33,656 | $4,207iApproximate average salary by contribution assumption: employee only about $105,175 at 4% or $70,117 at 6%; with 50% employer match about $70,117 at 4% or $46,744 at 6%; with 100% employer match about $52,588 at 4% or $35,058 at 6%. |
| 2021 | 1 | 7 | $518,655 | $23,635 | $3,376iApproximate average salary by contribution assumption: employee only about $84,411 at 4% or $56,274 at 6%; with 50% employer match about $56,274 at 4% or $37,516 at 6%; with 100% employer match about $42,205 at 4% or $28,137 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 7 | $518,655 | $23,635 | $3,376iApproximate average salary by contribution assumption: employee only about $84,411 at 4% or $56,274 at 6%; with 50% employer match about $56,274 at 4% or $37,516 at 6%; with 100% employer match about $42,205 at 4% or $28,137 at 6%. |
| 2020 | 1 | 8 | $470,051 | $53,219 | $6,652iApproximate average salary by contribution assumption: employee only about $166,309 at 4% or $110,873 at 6%; with 50% employer match about $110,873 at 4% or $73,915 at 6%; with 100% employer match about $83,155 at 4% or $55,436 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 8 | $470,051 | $53,219 | $6,652iApproximate average salary by contribution assumption: employee only about $166,309 at 4% or $110,873 at 6%; with 50% employer match about $110,873 at 4% or $73,915 at 6%; with 100% employer match about $83,155 at 4% or $55,436 at 6%. |
| 2019 | 1 | 9 | $402,009 | $58,286 | $6,476iApproximate average salary by contribution assumption: employee only about $161,906 at 4% or $107,937 at 6%; with 50% employer match about $107,937 at 4% or $71,958 at 6%; with 100% employer match about $80,953 at 4% or $53,969 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 9 | $402,009 | $58,286 | $6,476iApproximate average salary by contribution assumption: employee only about $161,906 at 4% or $107,937 at 6%; with 50% employer match about $107,937 at 4% or $71,958 at 6%; with 100% employer match about $80,953 at 4% or $53,969 at 6%. |
| 2018 | 1 | 8 | $294,217 | $88,249 | $11,031iApproximate average salary by contribution assumption: employee only about $275,778 at 4% or $183,852 at 6%; with 50% employer match about $183,852 at 4% or $122,568 at 6%; with 100% employer match about $137,889 at 4% or $91,926 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 8 | $294,217 | $88,249 | $11,031iApproximate average salary by contribution assumption: employee only about $275,778 at 4% or $183,852 at 6%; with 50% employer match about $183,852 at 4% or $122,568 at 6%; with 100% employer match about $137,889 at 4% or $91,926 at 6%. |
| 2017 | 1 | 6 | $217,422 | $50,080 | $8,347iApproximate average salary by contribution assumption: employee only about $208,667 at 4% or $139,111 at 6%; with 50% employer match about $139,111 at 4% or $92,741 at 6%; with 100% employer match about $104,333 at 4% or $69,556 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 6 | $217,422 | $50,080 | $8,347iApproximate average salary by contribution assumption: employee only about $208,667 at 4% or $139,111 at 6%; with 50% employer match about $139,111 at 4% or $92,741 at 6%; with 100% employer match about $104,333 at 4% or $69,556 at 6%. |
| 2016 | 1 | 5 | $156,758 | $10,171 | $2,034iApproximate average salary by contribution assumption: employee only about $50,855 at 4% or $33,903 at 6%; with 50% employer match about $33,903 at 4% or $22,602 at 6%; with 100% employer match about $25,428 at 4% or $16,952 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 5 | $156,758 | $10,171 | $2,034iApproximate average salary by contribution assumption: employee only about $50,855 at 4% or $33,903 at 6%; with 50% employer match about $33,903 at 4% or $22,602 at 6%; with 100% employer match about $25,428 at 4% or $16,952 at 6%. |
| 2015 | 1 | 5 | $157,798 | $21,099 | $4,220iApproximate average salary by contribution assumption: employee only about $105,495 at 4% or $70,330 at 6%; with 50% employer match about $70,330 at 4% or $46,887 at 6%; with 100% employer match about $52,748 at 4% or $35,165 at 6%. |
| Focus Strategies 401(K) Profit Sharing Plan | - | 5 | $157,798 | $21,099 | $4,220iApproximate average salary by contribution assumption: employee only about $105,495 at 4% or $70,330 at 6%; with 50% employer match about $70,330 at 4% or $46,887 at 6%; with 100% employer match about $52,748 at 4% or $35,165 at 6%. |