Halloran & Sage LLP
Plan context: Halloran & Sage LLP Retirement and Deferred Salary Plan
EIN 06-0679651 • Hartford, CT • 65 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
133
2024 Assets
$44,423,101
2024 Contributions
$2,051,291
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 | 3 | 133 | $44,423,101 | $2,051,291 | $15,423iApproximate average salary by contribution assumption: employee only about $385,581 at 4% or $257,054 at 6%; with 50% employer match about $257,054 at 4% or $171,369 at 6%; with 100% employer match about $192,791 at 4% or $128,527 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 133 | $44,423,101 | $2,051,291 | $15,423iApproximate average salary by contribution assumption: employee only about $385,581 at 4% or $257,054 at 6%; with 50% employer match about $257,054 at 4% or $171,369 at 6%; with 100% employer match about $192,791 at 4% or $128,527 at 6%. |
| Halloran & Sage Group Disability Plan | - | 88 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 122 | - | - | - |
| 2023 | 3 | 141 | $43,070,588 | $1,921,955 | $13,631iApproximate average salary by contribution assumption: employee only about $340,772 at 4% or $227,181 at 6%; with 50% employer match about $227,181 at 4% or $151,454 at 6%; with 100% employer match about $170,386 at 4% or $113,591 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 141 | $43,070,588 | $1,921,955 | $13,631iApproximate average salary by contribution assumption: employee only about $340,772 at 4% or $227,181 at 6%; with 50% employer match about $227,181 at 4% or $151,454 at 6%; with 100% employer match about $170,386 at 4% or $113,591 at 6%. |
| Halloran & Sage Group Disability Plan | - | 88 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 135 | - | - | - |
| 2022 | 3 | 148 | $45,112,727 | $3,449,771 | $23,309iApproximate average salary by contribution assumption: employee only about $582,732 at 4% or $388,488 at 6%; with 50% employer match about $388,488 at 4% or $258,992 at 6%; with 100% employer match about $291,366 at 4% or $194,244 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 148 | $45,112,727 | $3,449,771 | $23,309iApproximate average salary by contribution assumption: employee only about $582,732 at 4% or $388,488 at 6%; with 50% employer match about $388,488 at 4% or $258,992 at 6%; with 100% employer match about $291,366 at 4% or $194,244 at 6%. |
| Halloran & Sage Group Disability Plan | - | 103 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 135 | - | - | - |
| 2021 | 3 | 137 | $51,606,274 | $2,256,359 | $16,470iApproximate average salary by contribution assumption: employee only about $411,744 at 4% or $274,496 at 6%; with 50% employer match about $274,496 at 4% or $182,997 at 6%; with 100% employer match about $205,872 at 4% or $137,248 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 137 | $51,606,274 | $2,256,359 | $16,470iApproximate average salary by contribution assumption: employee only about $411,744 at 4% or $274,496 at 6%; with 50% employer match about $274,496 at 4% or $182,997 at 6%; with 100% employer match about $205,872 at 4% or $137,248 at 6%. |
| Halloran & Sage Group Disability Plan | - | 132 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 132 | - | - | - |
| 2020 | 3 | 140 | $54,969,131 | $2,106,648 | $15,047iApproximate average salary by contribution assumption: employee only about $376,187 at 4% or $250,791 at 6%; with 50% employer match about $250,791 at 4% or $167,194 at 6%; with 100% employer match about $188,094 at 4% or $125,396 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 140 | $54,969,131 | $2,106,648 | $15,047iApproximate average salary by contribution assumption: employee only about $376,187 at 4% or $250,791 at 6%; with 50% employer match about $250,791 at 4% or $167,194 at 6%; with 100% employer match about $188,094 at 4% or $125,396 at 6%. |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 134 | - | - | - |
| Halloran & Sage Group Disability Plan | - | 134 | - | - | - |
| 2019 | 3 | 184 | $53,247,385 | $2,652,006 | $14,413iApproximate average salary by contribution assumption: employee only about $360,327 at 4% or $240,218 at 6%; with 50% employer match about $240,218 at 4% or $160,145 at 6%; with 100% employer match about $180,163 at 4% or $120,109 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 184 | $53,247,385 | $2,652,006 | $14,413iApproximate average salary by contribution assumption: employee only about $360,327 at 4% or $240,218 at 6%; with 50% employer match about $240,218 at 4% or $160,145 at 6%; with 100% employer match about $180,163 at 4% or $120,109 at 6%. |
| Halloran & Sage Group Disability Plan | - | 171 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 171 | - | - | - |
| 2018 | 3 | 182 | $44,474,890 | $3,982,194 | $21,880iApproximate average salary by contribution assumption: employee only about $547,005 at 4% or $364,670 at 6%; with 50% employer match about $364,670 at 4% or $243,113 at 6%; with 100% employer match about $273,502 at 4% or $182,335 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 182 | $44,474,890 | $3,982,194 | $21,880iApproximate average salary by contribution assumption: employee only about $547,005 at 4% or $364,670 at 6%; with 50% employer match about $364,670 at 4% or $243,113 at 6%; with 100% employer match about $273,502 at 4% or $182,335 at 6%. |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 174 | - | - | - |
| Halloran & Sage Group Disability Plan | - | 171 | - | - | - |
| 2017 | 3 | 187 | $45,630,574 | $2,868,886 | $15,342iApproximate average salary by contribution assumption: employee only about $383,541 at 4% or $255,694 at 6%; with 50% employer match about $255,694 at 4% or $170,463 at 6%; with 100% employer match about $191,770 at 4% or $127,847 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 187 | $45,630,574 | $2,868,886 | $15,342iApproximate average salary by contribution assumption: employee only about $383,541 at 4% or $255,694 at 6%; with 50% employer match about $255,694 at 4% or $170,463 at 6%; with 100% employer match about $191,770 at 4% or $127,847 at 6%. |
| Halloran & Sage Group Disability Plan | - | 175 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 174 | - | - | - |
| 2016 | 3 | 180 | $37,349,734 | $2,376,321 | $13,202iApproximate average salary by contribution assumption: employee only about $330,045 at 4% or $220,030 at 6%; with 50% employer match about $220,030 at 4% or $146,686 at 6%; with 100% employer match about $165,022 at 4% or $110,015 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 180 | $37,349,734 | $2,376,321 | $13,202iApproximate average salary by contribution assumption: employee only about $330,045 at 4% or $220,030 at 6%; with 50% employer match about $220,030 at 4% or $146,686 at 6%; with 100% employer match about $165,022 at 4% or $110,015 at 6%. |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 171 | - | - | - |
| Halloran & Sage Group Disability Plan | - | 170 | - | - | - |
| 2015 | 3 | 180 | $36,664,300 | $7,212,662 | $40,070iApproximate average salary by contribution assumption: employee only about $1,001,759 at 4% or $667,839 at 6%; with 50% employer match about $667,839 at 4% or $445,226 at 6%; with 100% employer match about $500,879 at 4% or $333,920 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 180 | $36,664,300 | $7,212,662 | $40,070iApproximate average salary by contribution assumption: employee only about $1,001,759 at 4% or $667,839 at 6%; with 50% employer match about $667,839 at 4% or $445,226 at 6%; with 100% employer match about $500,879 at 4% or $333,920 at 6%. |
| Halloran & Sage Group Disability Plan | - | 176 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 172 | - | - | - |
| 2014 | 3 | 180 | $33,457,764 | $3,401,897 | $18,899iApproximate average salary by contribution assumption: employee only about $472,486 at 4% or $314,990 at 6%; with 50% employer match about $314,990 at 4% or $209,994 at 6%; with 100% employer match about $236,243 at 4% or $157,495 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 180 | $33,457,764 | $3,401,897 | $18,899iApproximate average salary by contribution assumption: employee only about $472,486 at 4% or $314,990 at 6%; with 50% employer match about $314,990 at 4% or $209,994 at 6%; with 100% employer match about $236,243 at 4% or $157,495 at 6%. |
| Halloran & Sage Group Disability Plan | - | 171 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | - | - | - | - |
| 2013 | 3 | 174 | $29,868,854 | $4,981,943 | $28,632iApproximate average salary by contribution assumption: employee only about $715,796 at 4% or $477,198 at 6%; with 50% employer match about $477,198 at 4% or $318,132 at 6%; with 100% employer match about $357,898 at 4% or $238,599 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 174 | $29,868,854 | $4,981,943 | $28,632iApproximate average salary by contribution assumption: employee only about $715,796 at 4% or $477,198 at 6%; with 50% employer match about $477,198 at 4% or $318,132 at 6%; with 100% employer match about $357,898 at 4% or $238,599 at 6%. |
| Halloran & Sage Group Disability Plan | - | 164 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 164 | - | - | - |
| 2012 | 3 | 169 | $22,613,180 | $1,792,694 | $10,608iApproximate average salary by contribution assumption: employee only about $265,191 at 4% or $176,794 at 6%; with 50% employer match about $176,794 at 4% or $117,863 at 6%; with 100% employer match about $132,596 at 4% or $88,397 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 169 | $22,613,180 | $1,792,694 | $10,608iApproximate average salary by contribution assumption: employee only about $265,191 at 4% or $176,794 at 6%; with 50% employer match about $176,794 at 4% or $117,863 at 6%; with 100% employer match about $132,596 at 4% or $88,397 at 6%. |
| Halloran & Sage Group Disability Plan | - | 157 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 155 | - | - | - |
| 2011 | 3 | 157 | $20,590,887 | $1,968,123 | $12,536iApproximate average salary by contribution assumption: employee only about $313,395 at 4% or $208,930 at 6%; with 50% employer match about $208,930 at 4% or $139,287 at 6%; with 100% employer match about $156,698 at 4% or $104,465 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 157 | $20,590,887 | $1,968,123 | $12,536iApproximate average salary by contribution assumption: employee only about $313,395 at 4% or $208,930 at 6%; with 50% employer match about $208,930 at 4% or $139,287 at 6%; with 100% employer match about $156,698 at 4% or $104,465 at 6%. |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 139 | - | - | - |
| Halloran & Sage Group Disability Plan | - | 138 | - | - | - |
| 2010 | 3 | 156 | $21,490,063 | $1,844,053 | $11,821iApproximate average salary by contribution assumption: employee only about $295,521 at 4% or $197,014 at 6%; with 50% employer match about $197,014 at 4% or $131,343 at 6%; with 100% employer match about $147,761 at 4% or $98,507 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 155 | $21,490,063 | $1,844,053 | $11,897iApproximate average salary by contribution assumption: employee only about $297,428 at 4% or $198,285 at 6%; with 50% employer match about $198,285 at 4% or $132,190 at 6%; with 100% employer match about $148,714 at 4% or $99,143 at 6%. |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 153 | - | - | - |
| Halloran & Sage Group Disability Plan | - | 156 | - | - | - |
| 2009 | 3 | 175 | $22,354,361 | $2,223,071 | $12,703iApproximate average salary by contribution assumption: employee only about $317,582 at 4% or $211,721 at 6%; with 50% employer match about $211,721 at 4% or $141,147 at 6%; with 100% employer match about $158,791 at 4% or $105,861 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 175 | $22,354,361 | $2,223,071 | $12,703iApproximate average salary by contribution assumption: employee only about $317,582 at 4% or $211,721 at 6%; with 50% employer match about $211,721 at 4% or $141,147 at 6%; with 100% employer match about $158,791 at 4% or $105,861 at 6%. |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 167 | - | - | - |
| Halloran & Sage Group Disability Plan | - | 174 | - | - | - |
| 2008 | 1 | 181 | $17,743,761 | $3,028,425 | $16,732iApproximate average salary by contribution assumption: employee only about $418,291 at 4% or $278,860 at 6%; with 50% employer match about $278,860 at 4% or $185,907 at 6%; with 100% employer match about $209,145 at 4% or $139,430 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 181 | $17,743,761 | $3,028,425 | $16,732iApproximate average salary by contribution assumption: employee only about $418,291 at 4% or $278,860 at 6%; with 50% employer match about $278,860 at 4% or $185,907 at 6%; with 100% employer match about $209,145 at 4% or $139,430 at 6%. |
| 2007 | 1 | 175 | $23,602,066 | $1,696,583 | $9,695iApproximate average salary by contribution assumption: employee only about $242,369 at 4% or $161,579 at 6%; with 50% employer match about $161,579 at 4% or $107,720 at 6%; with 100% employer match about $121,185 at 4% or $80,790 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 175 | $23,602,066 | $1,696,583 | $9,695iApproximate average salary by contribution assumption: employee only about $242,369 at 4% or $161,579 at 6%; with 50% employer match about $161,579 at 4% or $107,720 at 6%; with 100% employer match about $121,185 at 4% or $80,790 at 6%. |
| 2006 | 1 | 179 | $22,225,863 | $2,154,755 | $12,038iApproximate average salary by contribution assumption: employee only about $300,943 at 4% or $200,629 at 6%; with 50% employer match about $200,629 at 4% or $133,753 at 6%; with 100% employer match about $150,472 at 4% or $100,314 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 179 | $22,225,863 | $2,154,755 | $12,038iApproximate average salary by contribution assumption: employee only about $300,943 at 4% or $200,629 at 6%; with 50% employer match about $200,629 at 4% or $133,753 at 6%; with 100% employer match about $150,472 at 4% or $100,314 at 6%. |
| 2005 | 1 | 181 | $22,174,006 | $1,893,565 | $10,462iApproximate average salary by contribution assumption: employee only about $261,542 at 4% or $174,361 at 6%; with 50% employer match about $174,361 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,181 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 181 | $22,174,006 | $1,893,565 | $10,462iApproximate average salary by contribution assumption: employee only about $261,542 at 4% or $174,361 at 6%; with 50% employer match about $174,361 at 4% or $116,241 at 6%; with 100% employer match about $130,771 at 4% or $87,181 at 6%. |
| 2004 | 1 | 211 | $20,479,437 | $1,693,338 | $8,025iApproximate average salary by contribution assumption: employee only about $200,632 at 4% or $133,755 at 6%; with 50% employer match about $133,755 at 4% or $89,170 at 6%; with 100% employer match about $100,316 at 4% or $66,877 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 211 | $20,479,437 | $1,693,338 | $8,025iApproximate average salary by contribution assumption: employee only about $200,632 at 4% or $133,755 at 6%; with 50% employer match about $133,755 at 4% or $89,170 at 6%; with 100% employer match about $100,316 at 4% or $66,877 at 6%. |
| 2003 | 1 | 216 | $18,994,735 | $764,953 | $3,541iApproximate average salary by contribution assumption: employee only about $88,536 at 4% or $59,024 at 6%; with 50% employer match about $59,024 at 4% or $39,349 at 6%; with 100% employer match about $44,268 at 4% or $29,512 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 216 | $18,994,735 | $764,953 | $3,541iApproximate average salary by contribution assumption: employee only about $88,536 at 4% or $59,024 at 6%; with 50% employer match about $59,024 at 4% or $39,349 at 6%; with 100% employer match about $44,268 at 4% or $29,512 at 6%. |
| 2002 | 3 | 296 | $16,115,584 | $1,533,399 | $5,180iApproximate average salary by contribution assumption: employee only about $129,510 at 4% or $86,340 at 6%; with 50% employer match about $86,340 at 4% or $57,560 at 6%; with 100% employer match about $64,755 at 4% or $43,170 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 193 | $16,115,584 | $1,533,399 | $7,945iApproximate average salary by contribution assumption: employee only about $198,627 at 4% or $132,418 at 6%; with 50% employer match about $132,418 at 4% or $88,279 at 6%; with 100% employer match about $99,313 at 4% or $66,209 at 6%. |
| Halloran & Sage Group Disability Plan | - | 161 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 296 | - | - | - |
| 2001 | 3 | 180 | $18,291,422 | $1,324,678 | $7,359iApproximate average salary by contribution assumption: employee only about $183,983 at 4% or $122,655 at 6%; with 50% employer match about $122,655 at 4% or $81,770 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 180 | $18,291,422 | $1,324,678 | $7,359iApproximate average salary by contribution assumption: employee only about $183,983 at 4% or $122,655 at 6%; with 50% employer match about $122,655 at 4% or $81,770 at 6%; with 100% employer match about $91,992 at 4% or $61,328 at 6%. |
| Halloran & Sage Group Disability Plan | - | 133 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 137 | - | - | - |
| 2000 | 2 | 124 | $0 | $0 | - |
| Halloran & Sage Group Disability Plan | - | 122 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 124 | - | - | - |
| 1999 | 3 | 125 | $19,057,867 | $1,057,249 | $8,458iApproximate average salary by contribution assumption: employee only about $211,450 at 4% or $140,967 at 6%; with 50% employer match about $140,967 at 4% or $93,978 at 6%; with 100% employer match about $105,725 at 4% or $70,483 at 6%. |
| Halloran & Sage LLP Retirement and Deferred Salary Plan | - | 105 | $19,057,867 | $1,057,249 | $10,069iApproximate average salary by contribution assumption: employee only about $251,726 at 4% or $167,817 at 6%; with 50% employer match about $167,817 at 4% or $111,878 at 6%; with 100% employer match about $125,863 at 4% or $83,909 at 6%. |
| Halloran & Sage Group Disability Plan | - | 125 | - | - | - |
| Halloran & Sage Group Health and Liee Insurance Plan | - | 117 | - | - | - |