Current Snapshot
Latest Year
2023
2023 Participants
2
2023 Assets
$112,002
2023 Contributions
$300,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| S&R Investments 401(K) Plan | - | 0 | - | - | - |
| 2022 | 1 | 2 | $112,002 | $0 | - |
| S&R Investments 401(K) Plan | - | 2 | $112,002 | - | - |
| 2021 | 1 | 2 | $62,475 | $0 | - |
| S&R Investments 401(K) Plan | - | 2 | $62,475 | - | - |
| 2020 | 1 | 2 | $98,031 | $0 | - |
| S&R Investments 401(K) Plan | - | 2 | $98,031 | - | - |
| 2019 | 1 | 2 | $173,091 | $0 | - |
| S&R Investments 401(K) Plan | - | 2 | $173,091 | - | - |
| 2018 | 1 | 2 | $176,811 | $0 | - |
| S&R Investments 401(K) Plan | - | 2 | $176,811 | - | - |
| 2017 | 1 | 2 | $202,008 | $0 | - |
| S&R Investments 401(K) Plan | - | 2 | $202,008 | - | - |
| 2016 | 1 | 2 | $466,706 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |
| S&R Investments 401(K) Plan | - | 2 | $466,706 | $300,000 | $150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%. |