Halloran Lukoff & Smith PC
Plan context: Halloran Lukoff & Smith PC Profit Sharing Plan
EIN 04-3123778 • New Bedford, MA • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$7,789,985
2025 Contributions
$228,845
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 | 14 | $7,789,985 | $228,845 | $16,346iApproximate average salary by contribution assumption: employee only about $408,652 at 4% or $272,435 at 6%; with 50% employer match about $272,435 at 4% or $181,623 at 6%; with 100% employer match about $204,326 at 4% or $136,217 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $7,789,985 | $228,845 | $16,346iApproximate average salary by contribution assumption: employee only about $408,652 at 4% or $272,435 at 6%; with 50% employer match about $272,435 at 4% or $181,623 at 6%; with 100% employer match about $204,326 at 4% or $136,217 at 6%. |
| 2024 | 1 | 14 | $6,594,120 | $220,514 | $15,751iApproximate average salary by contribution assumption: employee only about $393,775 at 4% or $262,517 at 6%; with 50% employer match about $262,517 at 4% or $175,011 at 6%; with 100% employer match about $196,888 at 4% or $131,258 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $6,594,120 | $220,514 | $15,751iApproximate average salary by contribution assumption: employee only about $393,775 at 4% or $262,517 at 6%; with 50% employer match about $262,517 at 4% or $175,011 at 6%; with 100% employer match about $196,888 at 4% or $131,258 at 6%. |
| 2023 | 1 | 14 | $5,828,718 | $235,623 | $16,830iApproximate average salary by contribution assumption: employee only about $420,755 at 4% or $280,504 at 6%; with 50% employer match about $280,504 at 4% or $187,002 at 6%; with 100% employer match about $210,378 at 4% or $140,252 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $5,828,718 | $235,623 | $16,830iApproximate average salary by contribution assumption: employee only about $420,755 at 4% or $280,504 at 6%; with 50% employer match about $280,504 at 4% or $187,002 at 6%; with 100% employer match about $210,378 at 4% or $140,252 at 6%. |
| 2022 | 1 | 14 | $4,995,526 | $241,463 | $17,247iApproximate average salary by contribution assumption: employee only about $431,184 at 4% or $287,456 at 6%; with 50% employer match about $287,456 at 4% or $191,637 at 6%; with 100% employer match about $215,592 at 4% or $143,728 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $4,995,526 | $241,463 | $17,247iApproximate average salary by contribution assumption: employee only about $431,184 at 4% or $287,456 at 6%; with 50% employer match about $287,456 at 4% or $191,637 at 6%; with 100% employer match about $215,592 at 4% or $143,728 at 6%. |
| 2021 | 1 | 14 | $5,516,254 | $198,370 | $14,169iApproximate average salary by contribution assumption: employee only about $354,232 at 4% or $236,155 at 6%; with 50% employer match about $236,155 at 4% or $157,437 at 6%; with 100% employer match about $177,116 at 4% or $118,077 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $5,516,254 | $198,370 | $14,169iApproximate average salary by contribution assumption: employee only about $354,232 at 4% or $236,155 at 6%; with 50% employer match about $236,155 at 4% or $157,437 at 6%; with 100% employer match about $177,116 at 4% or $118,077 at 6%. |
| 2020 | 1 | 15 | $5,043,943 | $180,396 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 15 | $5,043,943 | $180,396 | $12,026iApproximate average salary by contribution assumption: employee only about $300,660 at 4% or $200,440 at 6%; with 50% employer match about $200,440 at 4% or $133,627 at 6%; with 100% employer match about $150,330 at 4% or $100,220 at 6%. |
| 2019 | 1 | 14 | $4,286,876 | $150,596 | $10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,521 at 6%; with 100% employer match about $134,461 at 4% or $89,640 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $4,286,876 | $150,596 | $10,757iApproximate average salary by contribution assumption: employee only about $268,921 at 4% or $179,281 at 6%; with 50% employer match about $179,281 at 4% or $119,521 at 6%; with 100% employer match about $134,461 at 4% or $89,640 at 6%. |
| 2018 | 1 | 16 | $3,631,988 | $169,587 | $10,599iApproximate average salary by contribution assumption: employee only about $264,980 at 4% or $176,653 at 6%; with 50% employer match about $176,653 at 4% or $117,769 at 6%; with 100% employer match about $132,490 at 4% or $88,327 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 16 | $3,631,988 | $169,587 | $10,599iApproximate average salary by contribution assumption: employee only about $264,980 at 4% or $176,653 at 6%; with 50% employer match about $176,653 at 4% or $117,769 at 6%; with 100% employer match about $132,490 at 4% or $88,327 at 6%. |
| 2017 | 1 | 15 | $3,762,485 | $200,666 | $13,378iApproximate average salary by contribution assumption: employee only about $334,443 at 4% or $222,962 at 6%; with 50% employer match about $222,962 at 4% or $148,641 at 6%; with 100% employer match about $167,222 at 4% or $111,481 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 15 | $3,762,485 | $200,666 | $13,378iApproximate average salary by contribution assumption: employee only about $334,443 at 4% or $222,962 at 6%; with 50% employer match about $222,962 at 4% or $148,641 at 6%; with 100% employer match about $167,222 at 4% or $111,481 at 6%. |
| 2016 | 1 | 14 | $3,169,444 | $196,398 | $14,028iApproximate average salary by contribution assumption: employee only about $350,711 at 4% or $233,807 at 6%; with 50% employer match about $233,807 at 4% or $155,871 at 6%; with 100% employer match about $175,355 at 4% or $116,904 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $3,169,444 | $196,398 | $14,028iApproximate average salary by contribution assumption: employee only about $350,711 at 4% or $233,807 at 6%; with 50% employer match about $233,807 at 4% or $155,871 at 6%; with 100% employer match about $175,355 at 4% or $116,904 at 6%. |
| 2015 | 1 | 14 | $2,857,155 | $144,906 | $10,350iApproximate average salary by contribution assumption: employee only about $258,761 at 4% or $172,507 at 6%; with 50% employer match about $172,507 at 4% or $115,005 at 6%; with 100% employer match about $129,380 at 4% or $86,254 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $2,857,155 | $144,906 | $10,350iApproximate average salary by contribution assumption: employee only about $258,761 at 4% or $172,507 at 6%; with 50% employer match about $172,507 at 4% or $115,005 at 6%; with 100% employer match about $129,380 at 4% or $86,254 at 6%. |
| 2014 | 1 | 15 | $2,862,091 | $103,720 | $6,915iApproximate average salary by contribution assumption: employee only about $172,867 at 4% or $115,244 at 6%; with 50% employer match about $115,244 at 4% or $76,830 at 6%; with 100% employer match about $86,433 at 4% or $57,622 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 15 | $2,862,091 | $103,720 | $6,915iApproximate average salary by contribution assumption: employee only about $172,867 at 4% or $115,244 at 6%; with 50% employer match about $115,244 at 4% or $76,830 at 6%; with 100% employer match about $86,433 at 4% or $57,622 at 6%. |
| 2013 | 1 | 15 | $2,692,926 | $96,779 | $6,452iApproximate average salary by contribution assumption: employee only about $161,298 at 4% or $107,532 at 6%; with 50% employer match about $107,532 at 4% or $71,688 at 6%; with 100% employer match about $80,649 at 4% or $53,766 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 15 | $2,692,926 | $96,779 | $6,452iApproximate average salary by contribution assumption: employee only about $161,298 at 4% or $107,532 at 6%; with 50% employer match about $107,532 at 4% or $71,688 at 6%; with 100% employer match about $80,649 at 4% or $53,766 at 6%. |
| 2012 | 1 | 13 | $2,357,671 | $83,400 | $6,415iApproximate average salary by contribution assumption: employee only about $160,385 at 4% or $106,923 at 6%; with 50% employer match about $106,923 at 4% or $71,282 at 6%; with 100% employer match about $80,192 at 4% or $53,462 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 13 | $2,357,671 | $83,400 | $6,415iApproximate average salary by contribution assumption: employee only about $160,385 at 4% or $106,923 at 6%; with 50% employer match about $106,923 at 4% or $71,282 at 6%; with 100% employer match about $80,192 at 4% or $53,462 at 6%. |
| 2011 | 1 | 13 | $2,077,673 | $94,500 | $7,269iApproximate average salary by contribution assumption: employee only about $181,731 at 4% or $121,154 at 6%; with 50% employer match about $121,154 at 4% or $80,769 at 6%; with 100% employer match about $90,865 at 4% or $60,577 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 13 | $2,077,673 | $94,500 | $7,269iApproximate average salary by contribution assumption: employee only about $181,731 at 4% or $121,154 at 6%; with 50% employer match about $121,154 at 4% or $80,769 at 6%; with 100% employer match about $90,865 at 4% or $60,577 at 6%. |
| 2010 | 1 | 15 | $2,060,945 | $50,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 15 | $2,060,945 | $50,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2009 | 1 | 15 | $3,265,120 | $91,750 | $6,117iApproximate average salary by contribution assumption: employee only about $152,917 at 4% or $101,944 at 6%; with 50% employer match about $101,944 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 15 | $3,265,120 | $91,750 | $6,117iApproximate average salary by contribution assumption: employee only about $152,917 at 4% or $101,944 at 6%; with 50% employer match about $101,944 at 4% or $67,963 at 6%; with 100% employer match about $76,458 at 4% or $50,972 at 6%. |
| 2008 | 1 | 13 | $2,762,781 | $79,800 | $6,138iApproximate average salary by contribution assumption: employee only about $153,462 at 4% or $102,308 at 6%; with 50% employer match about $102,308 at 4% or $68,205 at 6%; with 100% employer match about $76,731 at 4% or $51,154 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 13 | $2,762,781 | $79,800 | $6,138iApproximate average salary by contribution assumption: employee only about $153,462 at 4% or $102,308 at 6%; with 50% employer match about $102,308 at 4% or $68,205 at 6%; with 100% employer match about $76,731 at 4% or $51,154 at 6%. |
| 2007 | 1 | 14 | $3,630,697 | $136,700 | $9,764iApproximate average salary by contribution assumption: employee only about $244,107 at 4% or $162,738 at 6%; with 50% employer match about $162,738 at 4% or $108,492 at 6%; with 100% employer match about $122,054 at 4% or $81,369 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 14 | $3,630,697 | $136,700 | $9,764iApproximate average salary by contribution assumption: employee only about $244,107 at 4% or $162,738 at 6%; with 50% employer match about $162,738 at 4% or $108,492 at 6%; with 100% employer match about $122,054 at 4% or $81,369 at 6%. |
| 2006 | 1 | 12 | $3,335,436 | $163,524 | $13,627iApproximate average salary by contribution assumption: employee only about $340,675 at 4% or $227,117 at 6%; with 50% employer match about $227,117 at 4% or $151,411 at 6%; with 100% employer match about $170,338 at 4% or $113,558 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 12 | $3,335,436 | $163,524 | $13,627iApproximate average salary by contribution assumption: employee only about $340,675 at 4% or $227,117 at 6%; with 50% employer match about $227,117 at 4% or $151,411 at 6%; with 100% employer match about $170,338 at 4% or $113,558 at 6%. |
| 2005 | 1 | 10 | $2,842,112 | $133,629 | $13,363iApproximate average salary by contribution assumption: employee only about $334,073 at 4% or $222,715 at 6%; with 50% employer match about $222,715 at 4% or $148,477 at 6%; with 100% employer match about $167,036 at 4% or $111,358 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 10 | $2,842,112 | $133,629 | $13,363iApproximate average salary by contribution assumption: employee only about $334,073 at 4% or $222,715 at 6%; with 50% employer match about $222,715 at 4% or $148,477 at 6%; with 100% employer match about $167,036 at 4% or $111,358 at 6%. |
| 2004 | 1 | 10 | $2,632,340 | $121,925 | $12,193iApproximate average salary by contribution assumption: employee only about $304,813 at 4% or $203,208 at 6%; with 50% employer match about $203,208 at 4% or $135,472 at 6%; with 100% employer match about $152,406 at 4% or $101,604 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 10 | $2,632,340 | $121,925 | $12,193iApproximate average salary by contribution assumption: employee only about $304,813 at 4% or $203,208 at 6%; with 50% employer match about $203,208 at 4% or $135,472 at 6%; with 100% employer match about $152,406 at 4% or $101,604 at 6%. |
| 2003 | 1 | 10 | $2,236,900 | $141,745 | $14,175iApproximate average salary by contribution assumption: employee only about $354,363 at 4% or $236,242 at 6%; with 50% employer match about $236,242 at 4% or $157,494 at 6%; with 100% employer match about $177,181 at 4% or $118,121 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 10 | $2,236,900 | $141,745 | $14,175iApproximate average salary by contribution assumption: employee only about $354,363 at 4% or $236,242 at 6%; with 50% employer match about $236,242 at 4% or $157,494 at 6%; with 100% employer match about $177,181 at 4% or $118,121 at 6%. |
| 2002 | 1 | 8 | $1,595,537 | $140,800 | $17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 8 | $1,595,537 | $140,800 | $17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%. |
| 2001 | 1 | 8 | $1,783,990 | $103,503 | $12,938iApproximate average salary by contribution assumption: employee only about $323,447 at 4% or $215,631 at 6%; with 50% employer match about $215,631 at 4% or $143,754 at 6%; with 100% employer match about $161,723 at 4% or $107,816 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 8 | $1,783,990 | $103,503 | $12,938iApproximate average salary by contribution assumption: employee only about $323,447 at 4% or $215,631 at 6%; with 50% employer match about $215,631 at 4% or $143,754 at 6%; with 100% employer match about $161,723 at 4% or $107,816 at 6%. |
| 2000 | 1 | 7 | $1,745,968 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 7 | $1,745,968 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| 1999 | 1 | 8 | $1,750,497 | $90,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Halloran Lukoff & Smith PC Profit Sharing Plan | - | 8 | $1,750,497 | $90,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |