Civic Intelligence

The Richard W. Squeri Agency Inc.

Plan context: The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan

EIN 06-0851288 • Branford, CT • 27 filings • 2 plans

197 Montowese StreetBranford, CT 06405
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$456,735

2025 Contributions

$40,266

Historical Graphs

Total Assets Over Time

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

$1,856,010$928,005$0199920122025YearValue
$456,735Latest year 2025

Participants Over Time

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

630199920122025YearValue
4Latest year 2025

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
202514$456,735$40,266$10,067iApproximate average salary by contribution assumption: employee only about $251,663 at 4% or $167,775 at 6%; with 50% employer match about $167,775 at 4% or $111,850 at 6%; with 100% employer match about $125,831 at 4% or $83,888 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$456,735$40,266$10,067iApproximate average salary by contribution assumption: employee only about $251,663 at 4% or $167,775 at 6%; with 50% employer match about $167,775 at 4% or $111,850 at 6%; with 100% employer match about $125,831 at 4% or $83,888 at 6%.
202414$364,255$32,624$8,156iApproximate average salary by contribution assumption: employee only about $203,900 at 4% or $135,933 at 6%; with 50% employer match about $135,933 at 4% or $90,622 at 6%; with 100% employer match about $101,950 at 4% or $67,967 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$364,255$32,624$8,156iApproximate average salary by contribution assumption: employee only about $203,900 at 4% or $135,933 at 6%; with 50% employer match about $135,933 at 4% or $90,622 at 6%; with 100% employer match about $101,950 at 4% or $67,967 at 6%.
202315$444,420$35,744$7,149iApproximate average salary by contribution assumption: employee only about $178,720 at 4% or $119,147 at 6%; with 50% employer match about $119,147 at 4% or $79,431 at 6%; with 100% employer match about $89,360 at 4% or $59,573 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$444,420$35,744$7,149iApproximate average salary by contribution assumption: employee only about $178,720 at 4% or $119,147 at 6%; with 50% employer match about $119,147 at 4% or $79,431 at 6%; with 100% employer match about $89,360 at 4% or $59,573 at 6%.
202214$352,365$32,544$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$352,365$32,544$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
202114$384,894$32,544$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$384,894$32,544$8,136iApproximate average salary by contribution assumption: employee only about $203,400 at 4% or $135,600 at 6%; with 50% employer match about $135,600 at 4% or $90,400 at 6%; with 100% employer match about $101,700 at 4% or $67,800 at 6%.
202015$313,304$8,628$1,726iApproximate average salary by contribution assumption: employee only about $43,140 at 4% or $28,760 at 6%; with 50% employer match about $28,760 at 4% or $19,173 at 6%; with 100% employer match about $21,570 at 4% or $14,380 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$313,304$8,628$1,726iApproximate average salary by contribution assumption: employee only about $43,140 at 4% or $28,760 at 6%; with 50% employer match about $28,760 at 4% or $19,173 at 6%; with 100% employer match about $21,570 at 4% or $14,380 at 6%.
201915$266,541$10,074$2,015iApproximate average salary by contribution assumption: employee only about $50,370 at 4% or $33,580 at 6%; with 50% employer match about $33,580 at 4% or $22,387 at 6%; with 100% employer match about $25,185 at 4% or $16,790 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$266,541$10,074$2,015iApproximate average salary by contribution assumption: employee only about $50,370 at 4% or $33,580 at 6%; with 50% employer match about $33,580 at 4% or $22,387 at 6%; with 100% employer match about $25,185 at 4% or $16,790 at 6%.
201813$212,729$2,860$953iApproximate average salary by contribution assumption: employee only about $23,833 at 4% or $15,889 at 6%; with 50% employer match about $15,889 at 4% or $10,593 at 6%; with 100% employer match about $11,917 at 4% or $7,944 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-3$212,729$2,860$953iApproximate average salary by contribution assumption: employee only about $23,833 at 4% or $15,889 at 6%; with 50% employer match about $15,889 at 4% or $10,593 at 6%; with 100% employer match about $11,917 at 4% or $7,944 at 6%.
201714$364,246$3,120$780iApproximate average salary by contribution assumption: employee only about $19,500 at 4% or $13,000 at 6%; with 50% employer match about $13,000 at 4% or $8,667 at 6%; with 100% employer match about $9,750 at 4% or $6,500 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$364,246$3,120$780iApproximate average salary by contribution assumption: employee only about $19,500 at 4% or $13,000 at 6%; with 50% employer match about $13,000 at 4% or $8,667 at 6%; with 100% employer match about $9,750 at 4% or $6,500 at 6%.
201614$314,110$2,730$683iApproximate average salary by contribution assumption: employee only about $17,063 at 4% or $11,375 at 6%; with 50% employer match about $11,375 at 4% or $7,583 at 6%; with 100% employer match about $8,531 at 4% or $5,688 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$314,110$2,730$683iApproximate average salary by contribution assumption: employee only about $17,063 at 4% or $11,375 at 6%; with 50% employer match about $11,375 at 4% or $7,583 at 6%; with 100% employer match about $8,531 at 4% or $5,688 at 6%.
201515$580,124$140,028$28,006iApproximate average salary by contribution assumption: employee only about $700,140 at 4% or $466,760 at 6%; with 50% employer match about $466,760 at 4% or $311,173 at 6%; with 100% employer match about $350,070 at 4% or $233,380 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$580,124$140,028$28,006iApproximate average salary by contribution assumption: employee only about $700,140 at 4% or $466,760 at 6%; with 50% employer match about $466,760 at 4% or $311,173 at 6%; with 100% employer match about $350,070 at 4% or $233,380 at 6%.
201413$656,552$12,210$4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-3$656,552$12,210$4,070iApproximate average salary by contribution assumption: employee only about $101,750 at 4% or $67,833 at 6%; with 50% employer match about $67,833 at 4% or $45,222 at 6%; with 100% employer match about $50,875 at 4% or $33,917 at 6%.
201314$631,705$72,070$18,018iApproximate average salary by contribution assumption: employee only about $450,438 at 4% or $300,292 at 6%; with 50% employer match about $300,292 at 4% or $200,194 at 6%; with 100% employer match about $225,219 at 4% or $150,146 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$631,705$72,070$18,018iApproximate average salary by contribution assumption: employee only about $450,438 at 4% or $300,292 at 6%; with 50% employer match about $300,292 at 4% or $200,194 at 6%; with 100% employer match about $225,219 at 4% or $150,146 at 6%.
201215$1,856,010$50,791$10,158iApproximate average salary by contribution assumption: employee only about $253,955 at 4% or $169,303 at 6%; with 50% employer match about $169,303 at 4% or $112,869 at 6%; with 100% employer match about $126,978 at 4% or $84,652 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$1,856,010$50,791$10,158iApproximate average salary by contribution assumption: employee only about $253,955 at 4% or $169,303 at 6%; with 50% employer match about $169,303 at 4% or $112,869 at 6%; with 100% employer match about $126,978 at 4% or $84,652 at 6%.
201116$1,607,991$57,782$9,630iApproximate average salary by contribution assumption: employee only about $240,758 at 4% or $160,506 at 6%; with 50% employer match about $160,506 at 4% or $107,004 at 6%; with 100% employer match about $120,379 at 4% or $80,253 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-6$1,607,991$57,782$9,630iApproximate average salary by contribution assumption: employee only about $240,758 at 4% or $160,506 at 6%; with 50% employer match about $160,506 at 4% or $107,004 at 6%; with 100% employer match about $120,379 at 4% or $80,253 at 6%.
201016$1,847,294$75,373$12,562iApproximate average salary by contribution assumption: employee only about $314,054 at 4% or $209,369 at 6%; with 50% employer match about $209,369 at 4% or $139,580 at 6%; with 100% employer match about $157,027 at 4% or $104,685 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-6$1,847,294$75,373$12,562iApproximate average salary by contribution assumption: employee only about $314,054 at 4% or $209,369 at 6%; with 50% employer match about $209,369 at 4% or $139,580 at 6%; with 100% employer match about $157,027 at 4% or $104,685 at 6%.
200915$1,580,650$101,574$20,315iApproximate average salary by contribution assumption: employee only about $507,870 at 4% or $338,580 at 6%; with 50% employer match about $338,580 at 4% or $225,720 at 6%; with 100% employer match about $253,935 at 4% or $169,290 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$1,580,650$101,574$20,315iApproximate average salary by contribution assumption: employee only about $507,870 at 4% or $338,580 at 6%; with 50% employer match about $338,580 at 4% or $225,720 at 6%; with 100% employer match about $253,935 at 4% or $169,290 at 6%.
200814$1,198,300$99,696$24,924iApproximate average salary by contribution assumption: employee only about $623,100 at 4% or $415,400 at 6%; with 50% employer match about $415,400 at 4% or $276,933 at 6%; with 100% employer match about $311,550 at 4% or $207,700 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$1,198,300$99,696$24,924iApproximate average salary by contribution assumption: employee only about $623,100 at 4% or $415,400 at 6%; with 50% employer match about $415,400 at 4% or $276,933 at 6%; with 100% employer match about $311,550 at 4% or $207,700 at 6%.
200715$1,634,157$95,733$19,147iApproximate average salary by contribution assumption: employee only about $478,665 at 4% or $319,110 at 6%; with 50% employer match about $319,110 at 4% or $212,740 at 6%; with 100% employer match about $239,332 at 4% or $159,555 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$1,634,157$95,733$19,147iApproximate average salary by contribution assumption: employee only about $478,665 at 4% or $319,110 at 6%; with 50% employer match about $319,110 at 4% or $212,740 at 6%; with 100% employer match about $239,332 at 4% or $159,555 at 6%.
200614$1,451,429$86,210$21,553iApproximate average salary by contribution assumption: employee only about $538,813 at 4% or $359,208 at 6%; with 50% employer match about $359,208 at 4% or $239,472 at 6%; with 100% employer match about $269,406 at 4% or $179,604 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$1,451,429$86,210$21,553iApproximate average salary by contribution assumption: employee only about $538,813 at 4% or $359,208 at 6%; with 50% employer match about $359,208 at 4% or $239,472 at 6%; with 100% employer match about $269,406 at 4% or $179,604 at 6%.
200514$1,240,554$76,494$19,124iApproximate average salary by contribution assumption: employee only about $478,088 at 4% or $318,725 at 6%; with 50% employer match about $318,725 at 4% or $212,483 at 6%; with 100% employer match about $239,044 at 4% or $159,363 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$1,240,554$76,494$19,124iApproximate average salary by contribution assumption: employee only about $478,088 at 4% or $318,725 at 6%; with 50% employer match about $318,725 at 4% or $212,483 at 6%; with 100% employer match about $239,044 at 4% or $159,363 at 6%.
200414$1,107,682$80,938$20,235iApproximate average salary by contribution assumption: employee only about $505,863 at 4% or $337,242 at 6%; with 50% employer match about $337,242 at 4% or $224,828 at 6%; with 100% employer match about $252,931 at 4% or $168,621 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$1,107,682$80,938$20,235iApproximate average salary by contribution assumption: employee only about $505,863 at 4% or $337,242 at 6%; with 50% employer match about $337,242 at 4% or $224,828 at 6%; with 100% employer match about $252,931 at 4% or $168,621 at 6%.
200314$1,308,566$79,256$19,814iApproximate average salary by contribution assumption: employee only about $495,350 at 4% or $330,233 at 6%; with 50% employer match about $330,233 at 4% or $220,156 at 6%; with 100% employer match about $247,675 at 4% or $165,117 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$1,308,566$79,256$19,814iApproximate average salary by contribution assumption: employee only about $495,350 at 4% or $330,233 at 6%; with 50% employer match about $330,233 at 4% or $220,156 at 6%; with 100% employer match about $247,675 at 4% or $165,117 at 6%.
200214$1,019,631$80,626$20,157iApproximate average salary by contribution assumption: employee only about $503,913 at 4% or $335,942 at 6%; with 50% employer match about $335,942 at 4% or $223,961 at 6%; with 100% employer match about $251,956 at 4% or $167,971 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-4$1,019,631$80,626$20,157iApproximate average salary by contribution assumption: employee only about $503,913 at 4% or $335,942 at 6%; with 50% employer match about $335,942 at 4% or $223,961 at 6%; with 100% employer match about $251,956 at 4% or $167,971 at 6%.
200115$1,104,781$46,580$9,316iApproximate average salary by contribution assumption: employee only about $232,900 at 4% or $155,267 at 6%; with 50% employer match about $155,267 at 4% or $103,511 at 6%; with 100% employer match about $116,450 at 4% or $77,633 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-5$1,104,781$46,580$9,316iApproximate average salary by contribution assumption: employee only about $232,900 at 4% or $155,267 at 6%; with 50% employer match about $155,267 at 4% or $103,511 at 6%; with 100% employer match about $116,450 at 4% or $77,633 at 6%.
200016$1,208,096$53,469$8,912iApproximate average salary by contribution assumption: employee only about $222,788 at 4% or $148,525 at 6%; with 50% employer match about $148,525 at 4% or $99,017 at 6%; with 100% employer match about $111,394 at 4% or $74,263 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-6$1,208,096$53,469$8,912iApproximate average salary by contribution assumption: employee only about $222,788 at 4% or $148,525 at 6%; with 50% employer match about $148,525 at 4% or $99,017 at 6%; with 100% employer match about $111,394 at 4% or $74,263 at 6%.
199916$1,459,390$47,719$7,953iApproximate average salary by contribution assumption: employee only about $198,829 at 4% or $132,553 at 6%; with 50% employer match about $132,553 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,276 at 6%.
The Richard W. Squeri Agency Inc. 401(K) Profit Sharing Plan-6$1,459,390$47,719$7,953iApproximate average salary by contribution assumption: employee only about $198,829 at 4% or $132,553 at 6%; with 50% employer match about $132,553 at 4% or $88,369 at 6%; with 100% employer match about $99,415 at 4% or $66,276 at 6%.