SYMS STRATEGIC GROUP, LLC
Plan context: SYMS STRATEGIC GROUP 401(K) PLAN
EIN 81-4238328 • Broadlands, VA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$265,035
2025 Contributions
$73,314
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $265,035 | $73,314 | $12,219iApproximate average salary by contribution assumption: employee only about $305,475 at 4% or $203,650 at 6%; with 50% employer match about $203,650 at 4% or $135,767 at 6%; with 100% employer match about $152,738 at 4% or $101,825 at 6%. |
| SYMS STRATEGIC GROUP 401(K) PLAN | - | 6 | $265,035 | $73,314 | $12,219iApproximate average salary by contribution assumption: employee only about $305,475 at 4% or $203,650 at 6%; with 50% employer match about $203,650 at 4% or $135,767 at 6%; with 100% employer match about $152,738 at 4% or $101,825 at 6%. |
| 2024 | 1 | 8 | $186,507 | $42,667 | $5,333iApproximate average salary by contribution assumption: employee only about $133,334 at 4% or $88,890 at 6%; with 50% employer match about $88,890 at 4% or $59,260 at 6%; with 100% employer match about $66,667 at 4% or $44,445 at 6%. |
| SYMS STRATEGIC GROUP 401(K) PLAN | - | 8 | $186,507 | $42,667 | $5,333iApproximate average salary by contribution assumption: employee only about $133,334 at 4% or $88,890 at 6%; with 50% employer match about $88,890 at 4% or $59,260 at 6%; with 100% employer match about $66,667 at 4% or $44,445 at 6%. |
| 2023 | 1 | 9 | $170,927 | $42,226 | $4,692iApproximate average salary by contribution assumption: employee only about $117,294 at 4% or $78,196 at 6%; with 50% employer match about $78,196 at 4% or $52,131 at 6%; with 100% employer match about $58,647 at 4% or $39,098 at 6%. |
| SYMS STRATEGIC GROUP 401(K) PLAN | - | 9 | $170,927 | $42,226 | $4,692iApproximate average salary by contribution assumption: employee only about $117,294 at 4% or $78,196 at 6%; with 50% employer match about $78,196 at 4% or $52,131 at 6%; with 100% employer match about $58,647 at 4% or $39,098 at 6%. |
| 2022 | 1 | 6 | $110,621 | $38,635 | $6,439iApproximate average salary by contribution assumption: employee only about $160,979 at 4% or $107,319 at 6%; with 50% employer match about $107,319 at 4% or $71,546 at 6%; with 100% employer match about $80,490 at 4% or $53,660 at 6%. |
| SYMS STRATEGIC GROUP 401(K) PLAN | - | 6 | $110,621 | $38,635 | $6,439iApproximate average salary by contribution assumption: employee only about $160,979 at 4% or $107,319 at 6%; with 50% employer match about $107,319 at 4% or $71,546 at 6%; with 100% employer match about $80,490 at 4% or $53,660 at 6%. |
| 2021 | 1 | 10 | $101,899 | $46,854 | $4,685iApproximate average salary by contribution assumption: employee only about $117,135 at 4% or $78,090 at 6%; with 50% employer match about $78,090 at 4% or $52,060 at 6%; with 100% employer match about $58,567 at 4% or $39,045 at 6%. |
| SYMS STRATEGIC GROUP 401(K) PLAN | - | 10 | $101,899 | $46,854 | $4,685iApproximate average salary by contribution assumption: employee only about $117,135 at 4% or $78,090 at 6%; with 50% employer match about $78,090 at 4% or $52,060 at 6%; with 100% employer match about $58,567 at 4% or $39,045 at 6%. |
| 2020 | 1 | 5 | $49,601 | $43,173 | $8,635iApproximate average salary by contribution assumption: employee only about $215,865 at 4% or $143,910 at 6%; with 50% employer match about $143,910 at 4% or $95,940 at 6%; with 100% employer match about $107,933 at 4% or $71,955 at 6%. |
| SYMS STRATEGIC GROUP 401(K) PLAN | - | 5 | $49,601 | $43,173 | $8,635iApproximate average salary by contribution assumption: employee only about $215,865 at 4% or $143,910 at 6%; with 50% employer match about $143,910 at 4% or $95,940 at 6%; with 100% employer match about $107,933 at 4% or $71,955 at 6%. |