The Strategy Group, Inc.

Boston, MA

Massachusetts

Registered In

02/01/2003

Incorp. Date

Company Summary

The Strategy Group, Inc. at 40 Court ST FL 11th, Boston, Ma 02108 lists Susan M. Tracy and David E. Newman of Newton, MA as associates.

Overview

Registered In

Massachusetts

Incorporation Date

02/01/2003

Company Type

Domestic Profit Corporation

Status

Active

Registration Type

Domestic

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People

Susan M. Tracy Registered Agent	40 COURT ST, BOSTON, MA 02108
Susan M. Tracy President	44 JAMESON RD, NEWTON, MA 02458
David E. Newman Vice President	46 SHORNECLIFFE RD, NEWTON, MA 02458
David E. Newman Director	46 SHORNECLIFFE RD, NEWTON, MA 02458
Susan M. Tracy Director	44 JAMESON RD, NEWTON, MA 02458
Doris G. Brodhead Secretary	44 JAMESON RD, NEWTON, MA 02458
Susan M. Tracy TREASURER	44 JAMESON RD, NEWTON, MA 02458

Map & Locations

40 COURT ST FL 11TH, BOSTON, MA 02108 View Map

Financials

Financial Information for The Strategy Group, Inc.

Form 5500

THE STRATEGY GROUP, INC.

40 Court Street 11th Floor, Boston, Ma 02108 (617) 470-3439 EIN:75-3093336 Plan Admin:Susan M. Tracy

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE STRATEGY GROUP, INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,016,487 / $3,730,344	2023	THE STRATEGY GROUP, INC 401(K) P/S PLAN - Plan #001	5 / 5	$3,016,487 / $3,730,344
2022	Plan NameTHE STRATEGY GROUP, INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$3,524,676 / $3,016,487	2022	THE STRATEGY GROUP, INC 401(K) P/S PLAN - Plan #001	5 / 5	$3,524,676 / $3,016,487
2021	Plan NameTHE STRATEGY GROUP, INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,986,904 / $3,524,676	2021	THE STRATEGY GROUP, INC 401(K) P/S PLAN - Plan #001	5 / 5	$2,986,904 / $3,524,676
2020	Plan NameTHE STRATEGY GROUP, INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,413,190 / $2,986,904	2020	THE STRATEGY GROUP, INC 401(K) P/S PLAN - Plan #001	5 / 5	$2,413,190 / $2,986,904
2019	Plan NameTHE STRATEGY GROUP, INC 401(K) P/S PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,838,256 / $2,413,190	2019	THE STRATEGY GROUP, INC 401(K) P/S PLAN - Plan #001	5 / 5	$1,838,256 / $2,413,190

Benefit & Retirement Plans based on Form 5500.

PPP Loans

THE STRATEGY GROUP INC

40 Court St, Boston, MA 02108-2202 Industry:Public Relations Agencies

Loan Date	Approved	Forgiven	Lender	Jobs
01/28/2021	Approved$95,000 Forgiven$95,502 LenderCitizens Bank, National Association Jobs4	01/28/2021	$95,000	$95,502	Citizens Bank, National Association	4
04/15/2020	Approved$95,000 Forgiven$95,820 LenderCitizens Bank, National Association Jobs4	04/15/2020	$95,000	$95,820	Citizens Bank, National Association	4

PPP Loans based on Paycheck Protection Program.

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Address Match:40 Court St Fl 11th Boston, MA

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Sources

The following government agencies have contributed data:

• Secretary of the Commonwealth of Massachusetts • U.S. Department of Labor • U.S. Small Business Administration