The Stratford Group
Plan context: The Stratford Group Cash Balance Plan
EIN 75-2204567 • Dallas, TX • 22 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
1
2017 Assets
$1,594,472
2017 Contributions
$325,000
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 1 | $1,594,472 | $325,000 | $325,000iApproximate average salary by contribution assumption: employee only about $8,125,000 at 4% or $5,416,667 at 6%; with 50% employer match about $5,416,667 at 4% or $3,611,111 at 6%; with 100% employer match about $4,062,500 at 4% or $2,708,333 at 6%. |
| The Stratford Group Cash Balance Plan | - | 1 | $1,402,405 | $325,000 | $325,000iApproximate average salary by contribution assumption: employee only about $8,125,000 at 4% or $5,416,667 at 6%; with 50% employer match about $5,416,667 at 4% or $3,611,111 at 6%; with 100% employer match about $4,062,500 at 4% or $2,708,333 at 6%. |
| The Stratford Group Profit Sharing Plan | - | 1 | $192,067 | $0 | - |
| 2016 | 2 | 2 | $1,244,344 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| The Stratford Group Cash Balance Plan | - | 2 | $1,093,921 | $250,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| The Stratford Group Profit Sharing Plan | - | 2 | $150,423 | - | - |
| 2015 | 2 | 2 | $717,990 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| The Stratford Group Cash Balance Plan | - | 2 | $609,692 | $400,000 | $200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%. |
| The Stratford Group Profit Sharing Plan | - | 2 | $108,298 | - | - |
| 2014 | 2 | 2 | $344,666 | $246,368 | $123,184iApproximate average salary by contribution assumption: employee only about $3,079,600 at 4% or $2,053,067 at 6%; with 50% employer match about $2,053,067 at 4% or $1,368,711 at 6%; with 100% employer match about $1,539,800 at 4% or $1,026,533 at 6%. |
| The Stratford Group Cash Balance Plan | - | 2 | $246,368 | $246,368 | $123,184iApproximate average salary by contribution assumption: employee only about $3,079,600 at 4% or $2,053,067 at 6%; with 50% employer match about $2,053,067 at 4% or $1,368,711 at 6%; with 100% employer match about $1,539,800 at 4% or $1,026,533 at 6%. |
| The Stratford Group Profit Sharing Plan | - | 2 | $98,298 | - | - |
| 2013 | 1 | 2 | $88,296 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 2 | $88,296 | - | - |
| 2012 | 1 | 2 | $90,208 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 2 | $90,208 | - | - |
| 2011 | 1 | 2 | $114,881 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 2 | $114,881 | - | - |
| 2010 | 1 | 1 | $112,488 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 1 | $112,488 | - | - |
| 2009 | 1 | 1 | $109,808 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 1 | $109,808 | - | - |
| 2008 | 1 | 3 | $109,986 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 3 | $109,986 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $181,403 | $33,200 | $16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%. |
| The Stratford Group Profit Sharing Plan | - | 2 | $181,403 | $33,200 | $16,600iApproximate average salary by contribution assumption: employee only about $415,000 at 4% or $276,667 at 6%; with 50% employer match about $276,667 at 4% or $184,444 at 6%; with 100% employer match about $207,500 at 4% or $138,333 at 6%. |
| 2005 | 1 | 2 | $141,284 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 2 | $141,284 | - | - |
| 2004 | 1 | 2 | $136,520 | $25,300 | $12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%. |
| The Stratford Group Profit Sharing Plan | - | 2 | $136,520 | $25,300 | $12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%. |
| 2003 | 1 | 3 | $57,484 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 3 | $57,484 | - | - |
| 2002 | 1 | 3 | $41,081 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 3 | $41,081 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 2 | $35,772 | $0 | - |
| The Stratford Group Profit Sharing Plan | - | 2 | $35,772 | - | - |