THE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

THE STRATEGY GROUP, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Sponsoring company profile

Company Name:	THE STRATEGY GROUP, LLC
Employer identification number (EIN):	823580010
NAIC Classification:	541800

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TERRENCE WALSH	2024-09-26
001	2022-01-01	TERRENCE WALSH	2023-10-04
001	2021-01-01	TERRENCE WALSH	2022-10-01
001	2020-01-01	TERRENCE WALSH	2021-10-11
001	2019-01-01	TERRENCE WALSH	2021-10-11

Potentially related plans

• THE STRATEGY GROUP, INC. 401(K) PROFIT SHARING PLAN [EIN = 363650639]
• THE STRATEGY GROUP, INC. PROFIT SHARING PLAN [EIN = 841571750]
• THE STRATEGY HOUSE, INC. 401K PLAN [EIN = 581944157]
• THE STRATEGY GROUP, INC. 401(K) P/S PLAN [EIN = 753093336]
• THE STRATEGY GROUP INC. CASH BALANCE PLAN [EIN = 841571750]
• THE STRATEGY GROUP PROFIT SHARING PLAN [EIN = 650891833]
• THE STRATEGY GROUP, INC. CASH BALANCE PLAN [EIN = 363650639]
• THE STRATEGY GROUP FOR MEDIA, INC. EMPLOYEE STOCK OWNERSHIP PLAN [EIN = 311742688]
• THE STRATEGY GROUP COMPANY SOCA BENEFIT PLAN [EIN = 611698300]

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