Sdj Strategies LLC
Plan context: Sdj Strategies LLC Defined Benefit Pension Plan
EIN 83-3930729 • Pasadena, CA • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$1,627,323
2025 Contributions
$273,104
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 | 0 | $0 | $0 | - |
| Sdj Strategies LLC Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 2 | $1,627,323 | $273,104 | $136,552iApproximate average salary by contribution assumption: employee only about $3,413,800 at 4% or $2,275,867 at 6%; with 50% employer match about $2,275,867 at 4% or $1,517,244 at 6%; with 100% employer match about $1,706,900 at 4% or $1,137,933 at 6%. |
| Sdj Strategies LLC Defined Benefit Pension Plan | - | 2 | $1,162,058 | $190,000 | $95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%. |
| SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | - | 2 | $465,265 | $83,104 | $41,552iApproximate average salary by contribution assumption: employee only about $1,038,800 at 4% or $692,533 at 6%; with 50% employer match about $692,533 at 4% or $461,689 at 6%; with 100% employer match about $519,400 at 4% or $346,267 at 6%. |
| 2023 | 2 | 3 | $1,347,640 | $356,500 | $118,833iApproximate average salary by contribution assumption: employee only about $2,970,833 at 4% or $1,980,556 at 6%; with 50% employer match about $1,980,556 at 4% or $1,320,370 at 6%; with 100% employer match about $1,485,417 at 4% or $990,278 at 6%. |
| Sdj Strategies LLC Defined Benefit Pension Plan | - | 2 | $945,139 | $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%. |
| SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | - | 3 | $402,501 | $56,500 | $18,833iApproximate average salary by contribution assumption: employee only about $470,833 at 4% or $313,889 at 6%; with 50% employer match about $313,889 at 4% or $209,259 at 6%; with 100% employer match about $235,417 at 4% or $156,944 at 6%. |
| 2022 | 2 | 3 | $907,794 | $408,490 | $136,163iApproximate average salary by contribution assumption: employee only about $3,404,083 at 4% or $2,269,389 at 6%; with 50% employer match about $2,269,389 at 4% or $1,512,926 at 6%; with 100% employer match about $1,702,042 at 4% or $1,134,694 at 6%. |
| Sdj Strategies LLC Defined Benefit Pension Plan | - | 3 | $595,090 | $300,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | - | 3 | $312,704 | $108,490 | $36,163iApproximate average salary by contribution assumption: employee only about $904,083 at 4% or $602,722 at 6%; with 50% employer match about $602,722 at 4% or $401,815 at 6%; with 100% employer match about $452,042 at 4% or $301,361 at 6%. |
| 2021 | 2 | 2 | $550,832 | $219,718 | $109,859iApproximate average salary by contribution assumption: employee only about $2,746,475 at 4% or $1,830,983 at 6%; with 50% employer match about $1,830,983 at 4% or $1,220,656 at 6%; with 100% employer match about $1,373,238 at 4% or $915,492 at 6%. |
| Sdj Strategies LLC Defined Benefit Pension Plan | - | 2 | $313,601 | $135,706 | $67,853iApproximate average salary by contribution assumption: employee only about $1,696,325 at 4% or $1,130,883 at 6%; with 50% employer match about $1,130,883 at 4% or $753,922 at 6%; with 100% employer match about $848,163 at 4% or $565,442 at 6%. |
| SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | - | 0 | $237,231 | $84,012 | - |
| 2020 | 2 | 2 | $364,449 | $278,690 | $139,345iApproximate average salary by contribution assumption: employee only about $3,483,625 at 4% or $2,322,417 at 6%; with 50% employer match about $2,322,417 at 4% or $1,548,278 at 6%; with 100% employer match about $1,741,813 at 4% or $1,161,208 at 6%. |
| SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | - | 0 | $187,969 | $102,210 | - |
| Sdj Strategies LLC Defined Benefit Pension Plan | - | 2 | $176,480 | $176,480 | $88,240iApproximate average salary by contribution assumption: employee only about $2,206,000 at 4% or $1,470,667 at 6%; with 50% employer match about $1,470,667 at 4% or $980,444 at 6%; with 100% employer match about $1,103,000 at 4% or $735,333 at 6%. |
| 2019 | 1 | 3 | $71,500 | $71,491 | $23,830iApproximate average salary by contribution assumption: employee only about $595,758 at 4% or $397,172 at 6%; with 50% employer match about $397,172 at 4% or $264,781 at 6%; with 100% employer match about $297,879 at 4% or $198,586 at 6%. |
| SDJ STRATEGIES LLC 401(K) PROFIT SHARING PLAN | - | 3 | $71,500 | $71,491 | $23,830iApproximate average salary by contribution assumption: employee only about $595,758 at 4% or $397,172 at 6%; with 50% employer match about $397,172 at 4% or $264,781 at 6%; with 100% employer match about $297,879 at 4% or $198,586 at 6%. |