Daly and Company Inc.
Plan context: Daly and Company Inc. Retirement Plan
EIN 04-2478339 • Boston, MA • 23 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$805,167
2024 Contributions
$7
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 9 | $805,167 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $805,167 | - | - |
| 2023 | 1 | 9 | $746,922 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $746,922 | - | - |
| 2022 | 1 | 9 | $676,950 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $676,950 | - | - |
| 2021 | 1 | 9 | $845,505 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $845,505 | - | - |
| 2020 | 1 | 9 | $788,217 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $788,217 | - | - |
| 2019 | 1 | 9 | $773,990 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $773,990 | - | - |
| 2018 | 1 | 9 | $870,596 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $870,596 | - | - |
| 2017 | 1 | 9 | $1,011,036 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 9 | $1,011,036 | - | - |
| 2016 | 1 | 10 | $921,729 | $7 | $1iApproximate average salary by contribution assumption: employee only about $18 at 4% or $12 at 6%; with 50% employer match about $12 at 4% or $8 at 6%; with 100% employer match about $9 at 4% or $6 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 10 | $921,729 | $7 | $1iApproximate average salary by contribution assumption: employee only about $18 at 4% or $12 at 6%; with 50% employer match about $12 at 4% or $8 at 6%; with 100% employer match about $9 at 4% or $6 at 6%. |
| 2015 | 1 | 10 | $912,607 | $1,029 | $103iApproximate average salary by contribution assumption: employee only about $2,573 at 4% or $1,715 at 6%; with 50% employer match about $1,715 at 4% or $1,143 at 6%; with 100% employer match about $1,286 at 4% or $858 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 10 | $912,607 | $1,029 | $103iApproximate average salary by contribution assumption: employee only about $2,573 at 4% or $1,715 at 6%; with 50% employer match about $1,715 at 4% or $1,143 at 6%; with 100% employer match about $1,286 at 4% or $858 at 6%. |
| 2014 | 1 | 9 | $986,455 | $2,066 | $230iApproximate average salary by contribution assumption: employee only about $5,739 at 4% or $3,826 at 6%; with 50% employer match about $3,826 at 4% or $2,551 at 6%; with 100% employer match about $2,869 at 4% or $1,913 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 9 | $986,455 | $2,066 | $230iApproximate average salary by contribution assumption: employee only about $5,739 at 4% or $3,826 at 6%; with 50% employer match about $3,826 at 4% or $2,551 at 6%; with 100% employer match about $2,869 at 4% or $1,913 at 6%. |
| 2013 | 1 | 9 | $980,949 | $2,169 | $241iApproximate average salary by contribution assumption: employee only about $6,025 at 4% or $4,017 at 6%; with 50% employer match about $4,017 at 4% or $2,678 at 6%; with 100% employer match about $3,013 at 4% or $2,008 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 9 | $980,949 | $2,169 | $241iApproximate average salary by contribution assumption: employee only about $6,025 at 4% or $4,017 at 6%; with 50% employer match about $4,017 at 4% or $2,678 at 6%; with 100% employer match about $3,013 at 4% or $2,008 at 6%. |
| 2012 | 1 | 9 | $782,851 | $2,077 | $231iApproximate average salary by contribution assumption: employee only about $5,769 at 4% or $3,846 at 6%; with 50% employer match about $3,846 at 4% or $2,564 at 6%; with 100% employer match about $2,885 at 4% or $1,923 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 9 | $782,851 | $2,077 | $231iApproximate average salary by contribution assumption: employee only about $5,769 at 4% or $3,846 at 6%; with 50% employer match about $3,846 at 4% or $2,564 at 6%; with 100% employer match about $2,885 at 4% or $1,923 at 6%. |
| 2011 | 1 | 10 | $671,187 | $8,654 | $865iApproximate average salary by contribution assumption: employee only about $21,635 at 4% or $14,423 at 6%; with 50% employer match about $14,423 at 4% or $9,616 at 6%; with 100% employer match about $10,818 at 4% or $7,212 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 10 | $671,187 | $8,654 | $865iApproximate average salary by contribution assumption: employee only about $21,635 at 4% or $14,423 at 6%; with 50% employer match about $14,423 at 4% or $9,616 at 6%; with 100% employer match about $10,818 at 4% or $7,212 at 6%. |
| 2010 | 1 | 14 | $706,610 | $9,000 | $643iApproximate average salary by contribution assumption: employee only about $16,071 at 4% or $10,714 at 6%; with 50% employer match about $10,714 at 4% or $7,143 at 6%; with 100% employer match about $8,036 at 4% or $5,357 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 14 | $706,610 | $9,000 | $643iApproximate average salary by contribution assumption: employee only about $16,071 at 4% or $10,714 at 6%; with 50% employer match about $10,714 at 4% or $7,143 at 6%; with 100% employer match about $8,036 at 4% or $5,357 at 6%. |
| 2009 | 1 | 14 | $601,616 | $10,246 | $732iApproximate average salary by contribution assumption: employee only about $18,296 at 4% or $12,198 at 6%; with 50% employer match about $12,198 at 4% or $8,132 at 6%; with 100% employer match about $9,148 at 4% or $6,099 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 14 | $601,616 | $10,246 | $732iApproximate average salary by contribution assumption: employee only about $18,296 at 4% or $12,198 at 6%; with 50% employer match about $12,198 at 4% or $8,132 at 6%; with 100% employer match about $9,148 at 4% or $6,099 at 6%. |
| 2008 | 1 | 7 | $442,717 | $95,489 | $13,641iApproximate average salary by contribution assumption: employee only about $341,032 at 4% or $227,355 at 6%; with 50% employer match about $227,355 at 4% or $151,570 at 6%; with 100% employer match about $170,516 at 4% or $113,677 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 7 | $442,717 | $95,489 | $13,641iApproximate average salary by contribution assumption: employee only about $341,032 at 4% or $227,355 at 6%; with 50% employer match about $227,355 at 4% or $151,570 at 6%; with 100% employer match about $170,516 at 4% or $113,677 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $448,898 | $97,866 | $16,311iApproximate average salary by contribution assumption: employee only about $407,775 at 4% or $271,850 at 6%; with 50% employer match about $271,850 at 4% or $181,233 at 6%; with 100% employer match about $203,888 at 4% or $135,925 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 6 | $448,898 | $97,866 | $16,311iApproximate average salary by contribution assumption: employee only about $407,775 at 4% or $271,850 at 6%; with 50% employer match about $271,850 at 4% or $181,233 at 6%; with 100% employer match about $203,888 at 4% or $135,925 at 6%. |
| 2005 | 1 | 4 | $315,268 | $114,486 | $28,622iApproximate average salary by contribution assumption: employee only about $715,538 at 4% or $477,025 at 6%; with 50% employer match about $477,025 at 4% or $318,017 at 6%; with 100% employer match about $357,769 at 4% or $238,513 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 4 | $315,268 | $114,486 | $28,622iApproximate average salary by contribution assumption: employee only about $715,538 at 4% or $477,025 at 6%; with 50% employer match about $477,025 at 4% or $318,017 at 6%; with 100% employer match about $357,769 at 4% or $238,513 at 6%. |
| 2004 | 1 | 5 | $0 | $0 | - |
| Daly and Company Inc. Retirement Plan | - | 5 | - | - | - |
| 2003 | 1 | 5 | $114,331 | $48,476 | $9,695iApproximate average salary by contribution assumption: employee only about $242,380 at 4% or $161,587 at 6%; with 50% employer match about $161,587 at 4% or $107,724 at 6%; with 100% employer match about $121,190 at 4% or $80,793 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 5 | $114,331 | $48,476 | $9,695iApproximate average salary by contribution assumption: employee only about $242,380 at 4% or $161,587 at 6%; with 50% employer match about $161,587 at 4% or $107,724 at 6%; with 100% employer match about $121,190 at 4% or $80,793 at 6%. |
| 2002 | 1 | 5 | $53,214 | $57,308 | $11,462iApproximate average salary by contribution assumption: employee only about $286,540 at 4% or $191,027 at 6%; with 50% employer match about $191,027 at 4% or $127,351 at 6%; with 100% employer match about $143,270 at 4% or $95,513 at 6%. |
| Daly and Company Inc. Retirement Plan | - | 5 | $53,214 | $57,308 | $11,462iApproximate average salary by contribution assumption: employee only about $286,540 at 4% or $191,027 at 6%; with 50% employer match about $191,027 at 4% or $127,351 at 6%; with 100% employer match about $143,270 at 4% or $95,513 at 6%. |