Civic Intelligence

Dalton and Finegold LLP

Plan context: Dalton and Finegold 401(K) Plan

EIN 04-3493832 • Andover, MA • 19 filings • 2 plans

34 Essex StreetAndover, MA 01810
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$3,980,867

2024 Contributions

$492,416

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,980,867$1,990,434$0200620162024YearValue
$3,980,867Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

46230200620152024YearValue
36Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024136$3,980,867$492,416$13,678iApproximate average salary by contribution assumption: employee only about $341,956 at 4% or $227,970 at 6%; with 50% employer match about $227,970 at 4% or $151,980 at 6%; with 100% employer match about $170,978 at 4% or $113,985 at 6%.
Dalton and Finegold 401(K) Plan-36$3,980,867$492,416$13,678iApproximate average salary by contribution assumption: employee only about $341,956 at 4% or $227,970 at 6%; with 50% employer match about $227,970 at 4% or $151,980 at 6%; with 100% employer match about $170,978 at 4% or $113,985 at 6%.
2023146$3,767,441$601,082$13,067iApproximate average salary by contribution assumption: employee only about $326,675 at 4% or $217,783 at 6%; with 50% employer match about $217,783 at 4% or $145,189 at 6%; with 100% employer match about $163,338 at 4% or $108,892 at 6%.
Dalton and Finegold 401(K) Plan-46$3,767,441$601,082$13,067iApproximate average salary by contribution assumption: employee only about $326,675 at 4% or $217,783 at 6%; with 50% employer match about $217,783 at 4% or $145,189 at 6%; with 100% employer match about $163,338 at 4% or $108,892 at 6%.
2022145$2,885,050$509,270$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.
Dalton and Finegold 401(K) Plan-45$2,885,050$509,270$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.
2021141$2,986,030$483,560$11,794iApproximate average salary by contribution assumption: employee only about $294,854 at 4% or $196,569 at 6%; with 50% employer match about $196,569 at 4% or $131,046 at 6%; with 100% employer match about $147,427 at 4% or $98,285 at 6%.
Dalton and Finegold 401(K) Plan-41$2,986,030$483,560$11,794iApproximate average salary by contribution assumption: employee only about $294,854 at 4% or $196,569 at 6%; with 50% employer match about $196,569 at 4% or $131,046 at 6%; with 100% employer match about $147,427 at 4% or $98,285 at 6%.
2020138$2,453,879$395,911$10,419iApproximate average salary by contribution assumption: employee only about $260,468 at 4% or $173,645 at 6%; with 50% employer match about $173,645 at 4% or $115,763 at 6%; with 100% employer match about $130,234 at 4% or $86,823 at 6%.
Dalton and Finegold 401(K) Plan-38$2,453,879$395,911$10,419iApproximate average salary by contribution assumption: employee only about $260,468 at 4% or $173,645 at 6%; with 50% employer match about $173,645 at 4% or $115,763 at 6%; with 100% employer match about $130,234 at 4% or $86,823 at 6%.
2019128$1,846,119$249,651$8,916iApproximate average salary by contribution assumption: employee only about $222,903 at 4% or $148,602 at 6%; with 50% employer match about $148,602 at 4% or $99,068 at 6%; with 100% employer match about $111,451 at 4% or $74,301 at 6%.
Dalton and Finegold 401(K) Plan-28$1,846,119$249,651$8,916iApproximate average salary by contribution assumption: employee only about $222,903 at 4% or $148,602 at 6%; with 50% employer match about $148,602 at 4% or $99,068 at 6%; with 100% employer match about $111,451 at 4% or $74,301 at 6%.
2018130$1,303,349$287,448$9,582iApproximate average salary by contribution assumption: employee only about $239,540 at 4% or $159,693 at 6%; with 50% employer match about $159,693 at 4% or $106,462 at 6%; with 100% employer match about $119,770 at 4% or $79,847 at 6%.
Dalton and Finegold 401(K) Plan-30$1,303,349$287,448$9,582iApproximate average salary by contribution assumption: employee only about $239,540 at 4% or $159,693 at 6%; with 50% employer match about $159,693 at 4% or $106,462 at 6%; with 100% employer match about $119,770 at 4% or $79,847 at 6%.
2017132$1,452,367$229,618$7,176iApproximate average salary by contribution assumption: employee only about $179,389 at 4% or $119,593 at 6%; with 50% employer match about $119,593 at 4% or $79,728 at 6%; with 100% employer match about $89,695 at 4% or $59,796 at 6%.
Dalton and Finegold 401(K) Plan-32$1,452,367$229,618$7,176iApproximate average salary by contribution assumption: employee only about $179,389 at 4% or $119,593 at 6%; with 50% employer match about $119,593 at 4% or $79,728 at 6%; with 100% employer match about $89,695 at 4% or $59,796 at 6%.
2016126$1,151,622$166,045$6,386iApproximate average salary by contribution assumption: employee only about $159,659 at 4% or $106,439 at 6%; with 50% employer match about $106,439 at 4% or $70,959 at 6%; with 100% employer match about $79,829 at 4% or $53,220 at 6%.
Dalton and Finegold 401(K) Plan-26$1,151,622$166,045$6,386iApproximate average salary by contribution assumption: employee only about $159,659 at 4% or $106,439 at 6%; with 50% employer match about $106,439 at 4% or $70,959 at 6%; with 100% employer match about $79,829 at 4% or $53,220 at 6%.
2015118$921,349$114,506$6,361iApproximate average salary by contribution assumption: employee only about $159,036 at 4% or $106,024 at 6%; with 50% employer match about $106,024 at 4% or $70,683 at 6%; with 100% employer match about $79,518 at 4% or $53,012 at 6%.
Dalton and Finegold 401(K) Plan-18$921,349$114,506$6,361iApproximate average salary by contribution assumption: employee only about $159,036 at 4% or $106,024 at 6%; with 50% employer match about $106,024 at 4% or $70,683 at 6%; with 100% employer match about $79,518 at 4% or $53,012 at 6%.
2014116$838,907$44,735$2,796iApproximate average salary by contribution assumption: employee only about $69,898 at 4% or $46,599 at 6%; with 50% employer match about $46,599 at 4% or $31,066 at 6%; with 100% employer match about $34,949 at 4% or $23,299 at 6%.
Dalton and Finegold 401(K) Plan-16$838,907$44,735$2,796iApproximate average salary by contribution assumption: employee only about $69,898 at 4% or $46,599 at 6%; with 50% employer match about $46,599 at 4% or $31,066 at 6%; with 100% employer match about $34,949 at 4% or $23,299 at 6%.
2013115$781,358$126,221$8,415iApproximate average salary by contribution assumption: employee only about $210,368 at 4% or $140,246 at 6%; with 50% employer match about $140,246 at 4% or $93,497 at 6%; with 100% employer match about $105,184 at 4% or $70,123 at 6%.
Dalton and Finegold 401(K) Plan-15$781,358$126,221$8,415iApproximate average salary by contribution assumption: employee only about $210,368 at 4% or $140,246 at 6%; with 50% employer match about $140,246 at 4% or $93,497 at 6%; with 100% employer match about $105,184 at 4% or $70,123 at 6%.
2012117$564,273$61,583$3,623iApproximate average salary by contribution assumption: employee only about $90,563 at 4% or $60,375 at 6%; with 50% employer match about $60,375 at 4% or $40,250 at 6%; with 100% employer match about $45,282 at 4% or $30,188 at 6%.
Dalton and Finegold 401(K) Plan-17$564,273$61,583$3,623iApproximate average salary by contribution assumption: employee only about $90,563 at 4% or $60,375 at 6%; with 50% employer match about $60,375 at 4% or $40,250 at 6%; with 100% employer match about $45,282 at 4% or $30,188 at 6%.
201119$442,960$57,022$6,336iApproximate average salary by contribution assumption: employee only about $158,394 at 4% or $105,596 at 6%; with 50% employer match about $105,596 at 4% or $70,398 at 6%; with 100% employer match about $79,197 at 4% or $52,798 at 6%.
Dalton and Finegold 401(K) Plan-9$442,960$57,022$6,336iApproximate average salary by contribution assumption: employee only about $158,394 at 4% or $105,596 at 6%; with 50% employer match about $105,596 at 4% or $70,398 at 6%; with 100% employer match about $79,197 at 4% or $52,798 at 6%.
201019$431,889$69,058$7,673iApproximate average salary by contribution assumption: employee only about $191,828 at 4% or $127,885 at 6%; with 50% employer match about $127,885 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
Dalton and Finegold 401(K) Plan-9$431,889$69,058$7,673iApproximate average salary by contribution assumption: employee only about $191,828 at 4% or $127,885 at 6%; with 50% employer match about $127,885 at 4% or $85,257 at 6%; with 100% employer match about $95,914 at 4% or $63,943 at 6%.
200919$309,644$69,381$7,709iApproximate average salary by contribution assumption: employee only about $192,725 at 4% or $128,483 at 6%; with 50% employer match about $128,483 at 4% or $85,656 at 6%; with 100% employer match about $96,363 at 4% or $64,242 at 6%.
Dalton and Finegold 401(K) Plan-9$309,644$69,381$7,709iApproximate average salary by contribution assumption: employee only about $192,725 at 4% or $128,483 at 6%; with 50% employer match about $128,483 at 4% or $85,656 at 6%; with 100% employer match about $96,363 at 4% or $64,242 at 6%.
200819$164,895$65,514$7,279iApproximate average salary by contribution assumption: employee only about $181,983 at 4% or $121,322 at 6%; with 50% employer match about $121,322 at 4% or $80,881 at 6%; with 100% employer match about $90,992 at 4% or $60,661 at 6%.
Dalton and Finegold 401(K) Plan-9$164,895$65,514$7,279iApproximate average salary by contribution assumption: employee only about $181,983 at 4% or $121,322 at 6%; with 50% employer match about $121,322 at 4% or $80,881 at 6%; with 100% employer match about $90,992 at 4% or $60,661 at 6%.
200719$0$0-
Dalton and Finegold 401(K) Plan-9---
200619$145,228$76,553$8,506iApproximate average salary by contribution assumption: employee only about $212,647 at 4% or $141,765 at 6%; with 50% employer match about $141,765 at 4% or $94,510 at 6%; with 100% employer match about $106,324 at 4% or $70,882 at 6%.
Dalton and Finegold 401(K) Plan-9$145,228$76,553$8,506iApproximate average salary by contribution assumption: employee only about $212,647 at 4% or $141,765 at 6%; with 50% employer match about $141,765 at 4% or $94,510 at 6%; with 100% employer match about $106,324 at 4% or $70,882 at 6%.