Hallisey & D'Agostino LLP
Plan context: Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan
EIN 06-0876265 • Wethersfield, CT • 44 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$7,608,611
2024 Contributions
$461,332
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 | 27 | $7,608,611 | $461,332 | $17,086iApproximate average salary by contribution assumption: employee only about $427,159 at 4% or $284,773 at 6%; with 50% employer match about $284,773 at 4% or $189,849 at 6%; with 100% employer match about $213,580 at 4% or $142,386 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 27 | $7,608,611 | $461,332 | $17,086iApproximate average salary by contribution assumption: employee only about $427,159 at 4% or $284,773 at 6%; with 50% employer match about $284,773 at 4% or $189,849 at 6%; with 100% employer match about $213,580 at 4% or $142,386 at 6%. |
| 2023 | 1 | 25 | $6,582,358 | $487,210 | $19,488iApproximate average salary by contribution assumption: employee only about $487,210 at 4% or $324,807 at 6%; with 50% employer match about $324,807 at 4% or $216,538 at 6%; with 100% employer match about $243,605 at 4% or $162,403 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 25 | $6,582,358 | $487,210 | $19,488iApproximate average salary by contribution assumption: employee only about $487,210 at 4% or $324,807 at 6%; with 50% employer match about $324,807 at 4% or $216,538 at 6%; with 100% employer match about $243,605 at 4% or $162,403 at 6%. |
| 2022 | 1 | 23 | $5,085,094 | $408,553 | $17,763iApproximate average salary by contribution assumption: employee only about $444,079 at 4% or $296,053 at 6%; with 50% employer match about $296,053 at 4% or $197,369 at 6%; with 100% employer match about $222,040 at 4% or $148,026 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 23 | $5,085,094 | $408,553 | $17,763iApproximate average salary by contribution assumption: employee only about $444,079 at 4% or $296,053 at 6%; with 50% employer match about $296,053 at 4% or $197,369 at 6%; with 100% employer match about $222,040 at 4% or $148,026 at 6%. |
| 2021 | 1 | 22 | $6,813,152 | $257,295 | $11,695iApproximate average salary by contribution assumption: employee only about $292,381 at 4% or $194,920 at 6%; with 50% employer match about $194,920 at 4% or $129,947 at 6%; with 100% employer match about $146,190 at 4% or $97,460 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 22 | $6,813,152 | $257,295 | $11,695iApproximate average salary by contribution assumption: employee only about $292,381 at 4% or $194,920 at 6%; with 50% employer match about $194,920 at 4% or $129,947 at 6%; with 100% employer match about $146,190 at 4% or $97,460 at 6%. |
| 2020 | 1 | 22 | $6,068,850 | $279,084 | $12,686iApproximate average salary by contribution assumption: employee only about $317,141 at 4% or $211,427 at 6%; with 50% employer match about $211,427 at 4% or $140,952 at 6%; with 100% employer match about $158,570 at 4% or $105,714 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 22 | $6,068,850 | $279,084 | $12,686iApproximate average salary by contribution assumption: employee only about $317,141 at 4% or $211,427 at 6%; with 50% employer match about $211,427 at 4% or $140,952 at 6%; with 100% employer match about $158,570 at 4% or $105,714 at 6%. |
| 2019 | 1 | 20 | $5,464,037 | $255,566 | $12,778iApproximate average salary by contribution assumption: employee only about $319,458 at 4% or $212,972 at 6%; with 50% employer match about $212,972 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 20 | $5,464,037 | $255,566 | $12,778iApproximate average salary by contribution assumption: employee only about $319,458 at 4% or $212,972 at 6%; with 50% employer match about $212,972 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%. |
| 2018 | 1 | 18 | $4,252,393 | $253,068 | $14,059iApproximate average salary by contribution assumption: employee only about $351,483 at 4% or $234,322 at 6%; with 50% employer match about $234,322 at 4% or $156,215 at 6%; with 100% employer match about $175,742 at 4% or $117,161 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $4,252,393 | $253,068 | $14,059iApproximate average salary by contribution assumption: employee only about $351,483 at 4% or $234,322 at 6%; with 50% employer match about $234,322 at 4% or $156,215 at 6%; with 100% employer match about $175,742 at 4% or $117,161 at 6%. |
| 2017 | 1 | 19 | $4,509,800 | $243,305 | $12,806iApproximate average salary by contribution assumption: employee only about $320,138 at 4% or $213,425 at 6%; with 50% employer match about $213,425 at 4% or $142,284 at 6%; with 100% employer match about $160,069 at 4% or $106,713 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 19 | $4,509,800 | $243,305 | $12,806iApproximate average salary by contribution assumption: employee only about $320,138 at 4% or $213,425 at 6%; with 50% employer match about $213,425 at 4% or $142,284 at 6%; with 100% employer match about $160,069 at 4% or $106,713 at 6%. |
| 2016 | 1 | 17 | $4,450,277 | $242,049 | $14,238iApproximate average salary by contribution assumption: employee only about $355,954 at 4% or $237,303 at 6%; with 50% employer match about $237,303 at 4% or $158,202 at 6%; with 100% employer match about $177,977 at 4% or $118,651 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 17 | $4,450,277 | $242,049 | $14,238iApproximate average salary by contribution assumption: employee only about $355,954 at 4% or $237,303 at 6%; with 50% employer match about $237,303 at 4% or $158,202 at 6%; with 100% employer match about $177,977 at 4% or $118,651 at 6%. |
| 2015 | 2 | 18 | $3,944,366 | $312,772 | $17,376iApproximate average salary by contribution assumption: employee only about $434,406 at 4% or $289,604 at 6%; with 50% employer match about $289,604 at 4% or $193,069 at 6%; with 100% employer match about $217,203 at 4% or $144,802 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $3,944,366 | $201,196 | $11,178iApproximate average salary by contribution assumption: employee only about $279,439 at 4% or $186,293 at 6%; with 50% employer match about $186,293 at 4% or $124,195 at 6%; with 100% employer match about $139,719 at 4% or $93,146 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | - | - | $111,576 | - |
| 2014 | 2 | 19 | $4,046,516 | $400,456 | $21,077iApproximate average salary by contribution assumption: employee only about $526,916 at 4% or $351,277 at 6%; with 50% employer match about $351,277 at 4% or $234,185 at 6%; with 100% employer match about $263,458 at 4% or $175,639 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 19 | $3,903,147 | $204,868 | $10,783iApproximate average salary by contribution assumption: employee only about $269,563 at 4% or $179,709 at 6%; with 50% employer match about $179,709 at 4% or $119,806 at 6%; with 100% employer match about $134,782 at 4% or $89,854 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 17 | $143,369 | $195,588 | $11,505iApproximate average salary by contribution assumption: employee only about $287,629 at 4% or $191,753 at 6%; with 50% employer match about $191,753 at 4% or $127,835 at 6%; with 100% employer match about $143,815 at 4% or $95,876 at 6%. |
| 2013 | 2 | 18 | $3,685,800 | $393,680 | $21,871iApproximate average salary by contribution assumption: employee only about $546,778 at 4% or $364,519 at 6%; with 50% employer match about $364,519 at 4% or $243,012 at 6%; with 100% employer match about $273,389 at 4% or $182,259 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $3,553,002 | $189,212 | $10,512iApproximate average salary by contribution assumption: employee only about $262,794 at 4% or $175,196 at 6%; with 50% employer match about $175,196 at 4% or $116,798 at 6%; with 100% employer match about $131,397 at 4% or $87,598 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | - | $132,798 | $204,468 | - |
| 2012 | 2 | 17 | $2,941,730 | $385,090 | $22,652iApproximate average salary by contribution assumption: employee only about $566,309 at 4% or $377,539 at 6%; with 50% employer match about $377,539 at 4% or $251,693 at 6%; with 100% employer match about $283,154 at 4% or $188,770 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 17 | $2,814,905 | $185,162 | $10,892iApproximate average salary by contribution assumption: employee only about $272,297 at 4% or $181,531 at 6%; with 50% employer match about $181,531 at 4% or $121,021 at 6%; with 100% employer match about $136,149 at 4% or $90,766 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | - | $126,825 | $199,928 | - |
| 2011 | 2 | 18 | $2,678,858 | $495,842 | $27,547iApproximate average salary by contribution assumption: employee only about $688,669 at 4% or $459,113 at 6%; with 50% employer match about $459,113 at 4% or $306,075 at 6%; with 100% employer match about $344,335 at 4% or $229,556 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $2,567,039 | $289,813 | $16,101iApproximate average salary by contribution assumption: employee only about $402,518 at 4% or $268,345 at 6%; with 50% employer match about $268,345 at 4% or $178,897 at 6%; with 100% employer match about $201,259 at 4% or $134,173 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 16 | $111,819 | $206,029 | $12,877iApproximate average salary by contribution assumption: employee only about $321,920 at 4% or $214,614 at 6%; with 50% employer match about $214,614 at 4% or $143,076 at 6%; with 100% employer match about $160,960 at 4% or $107,307 at 6%. |
| 2010 | 2 | 17 | $2,475,019 | $387,018 | $22,766iApproximate average salary by contribution assumption: employee only about $569,144 at 4% or $379,429 at 6%; with 50% employer match about $379,429 at 4% or $252,953 at 6%; with 100% employer match about $284,572 at 4% or $189,715 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 17 | $2,368,468 | $199,595 | $11,741iApproximate average salary by contribution assumption: employee only about $293,522 at 4% or $195,681 at 6%; with 50% employer match about $195,681 at 4% or $130,454 at 6%; with 100% employer match about $146,761 at 4% or $97,841 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 17 | $106,551 | $187,423 | $11,025iApproximate average salary by contribution assumption: employee only about $275,622 at 4% or $183,748 at 6%; with 50% employer match about $183,748 at 4% or $122,499 at 6%; with 100% employer match about $137,811 at 4% or $91,874 at 6%. |
| 2009 | 2 | 17 | $2,055,861 | $383,192 | $22,541iApproximate average salary by contribution assumption: employee only about $563,518 at 4% or $375,678 at 6%; with 50% employer match about $375,678 at 4% or $250,452 at 6%; with 100% employer match about $281,759 at 4% or $187,839 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 17 | $1,948,455 | $203,519 | $11,972iApproximate average salary by contribution assumption: employee only about $299,293 at 4% or $199,528 at 6%; with 50% employer match about $199,528 at 4% or $133,019 at 6%; with 100% employer match about $149,646 at 4% or $99,764 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 17 | $107,406 | $179,673 | $10,569iApproximate average salary by contribution assumption: employee only about $264,225 at 4% or $176,150 at 6%; with 50% employer match about $176,150 at 4% or $117,433 at 6%; with 100% employer match about $132,113 at 4% or $88,075 at 6%. |
| 2008 | 2 | 18 | $1,535,485 | $377,438 | $20,969iApproximate average salary by contribution assumption: employee only about $524,219 at 4% or $349,480 at 6%; with 50% employer match about $349,480 at 4% or $232,986 at 6%; with 100% employer match about $262,110 at 4% or $174,740 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $1,437,824 | $200,168 | $11,120iApproximate average salary by contribution assumption: employee only about $278,011 at 4% or $185,341 at 6%; with 50% employer match about $185,341 at 4% or $123,560 at 6%; with 100% employer match about $139,006 at 4% or $92,670 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 17 | $97,661 | $177,270 | $10,428iApproximate average salary by contribution assumption: employee only about $260,691 at 4% or $173,794 at 6%; with 50% employer match about $173,794 at 4% or $115,863 at 6%; with 100% employer match about $130,346 at 4% or $86,897 at 6%. |
| 2007 | 2 | 18 | $1,924,777 | $366,761 | $20,376iApproximate average salary by contribution assumption: employee only about $509,390 at 4% or $339,594 at 6%; with 50% employer match about $339,594 at 4% or $226,396 at 6%; with 100% employer match about $254,695 at 4% or $169,797 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $1,835,335 | $204,302 | $11,350iApproximate average salary by contribution assumption: employee only about $283,753 at 4% or $189,169 at 6%; with 50% employer match about $189,169 at 4% or $126,112 at 6%; with 100% employer match about $141,876 at 4% or $94,584 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 18 | $89,442 | $162,459 | $9,026iApproximate average salary by contribution assumption: employee only about $225,638 at 4% or $150,425 at 6%; with 50% employer match about $150,425 at 4% or $100,283 at 6%; with 100% employer match about $112,819 at 4% or $75,213 at 6%. |
| 2006 | 2 | 18 | $1,728,862 | $348,643 | $19,369iApproximate average salary by contribution assumption: employee only about $484,226 at 4% or $322,818 at 6%; with 50% employer match about $322,818 at 4% or $215,212 at 6%; with 100% employer match about $242,113 at 4% or $161,409 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $1,627,907 | $175,236 | $9,735iApproximate average salary by contribution assumption: employee only about $243,383 at 4% or $162,256 at 6%; with 50% employer match about $162,256 at 4% or $108,170 at 6%; with 100% employer match about $121,692 at 4% or $81,128 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 18 | $100,955 | $173,407 | $9,634iApproximate average salary by contribution assumption: employee only about $240,843 at 4% or $160,562 at 6%; with 50% employer match about $160,562 at 4% or $107,041 at 6%; with 100% employer match about $120,422 at 4% or $80,281 at 6%. |
| 2005 | 2 | 16 | $1,443,507 | $321,347 | $20,084iApproximate average salary by contribution assumption: employee only about $502,105 at 4% or $334,736 at 6%; with 50% employer match about $334,736 at 4% or $223,158 at 6%; with 100% employer match about $251,052 at 4% or $167,368 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 16 | $1,346,121 | $153,126 | $9,570iApproximate average salary by contribution assumption: employee only about $239,259 at 4% or $159,506 at 6%; with 50% employer match about $159,506 at 4% or $106,338 at 6%; with 100% employer match about $119,630 at 4% or $79,753 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 16 | $97,386 | $168,221 | $10,514iApproximate average salary by contribution assumption: employee only about $262,845 at 4% or $175,230 at 6%; with 50% employer match about $175,230 at 4% or $116,820 at 6%; with 100% employer match about $131,423 at 4% or $87,615 at 6%. |
| 2004 | 2 | 16 | $1,225,666 | $312,477 | $19,530iApproximate average salary by contribution assumption: employee only about $488,245 at 4% or $325,497 at 6%; with 50% employer match about $325,497 at 4% or $216,998 at 6%; with 100% employer match about $244,123 at 4% or $162,748 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 16 | $1,134,554 | $149,252 | $9,328iApproximate average salary by contribution assumption: employee only about $233,206 at 4% or $155,471 at 6%; with 50% employer match about $155,471 at 4% or $103,647 at 6%; with 100% employer match about $116,603 at 4% or $77,735 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 16 | $91,112 | $163,225 | $10,202iApproximate average salary by contribution assumption: employee only about $255,039 at 4% or $170,026 at 6%; with 50% employer match about $170,026 at 4% or $113,351 at 6%; with 100% employer match about $127,520 at 4% or $85,013 at 6%. |
| 2003 | 2 | 17 | $950,126 | $280,112 | $16,477iApproximate average salary by contribution assumption: employee only about $411,929 at 4% or $274,620 at 6%; with 50% employer match about $274,620 at 4% or $183,080 at 6%; with 100% employer match about $205,965 at 4% or $137,310 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 17 | $874,269 | $143,673 | $8,451iApproximate average salary by contribution assumption: employee only about $211,284 at 4% or $140,856 at 6%; with 50% employer match about $140,856 at 4% or $93,904 at 6%; with 100% employer match about $105,642 at 4% or $70,428 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 16 | $75,857 | $136,439 | $8,527iApproximate average salary by contribution assumption: employee only about $213,186 at 4% or $142,124 at 6%; with 50% employer match about $142,124 at 4% or $94,749 at 6%; with 100% employer match about $106,593 at 4% or $71,062 at 6%. |
| 2002 | 2 | 17 | $663,432 | $231,091 | $13,594iApproximate average salary by contribution assumption: employee only about $339,840 at 4% or $226,560 at 6%; with 50% employer match about $226,560 at 4% or $151,040 at 6%; with 100% employer match about $169,920 at 4% or $113,280 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 17 | $574,554 | $134,362 | $7,904iApproximate average salary by contribution assumption: employee only about $197,591 at 4% or $131,727 at 6%; with 50% employer match about $131,727 at 4% or $87,818 at 6%; with 100% employer match about $98,796 at 4% or $65,864 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 17 | $88,878 | $96,729 | $5,690iApproximate average salary by contribution assumption: employee only about $142,249 at 4% or $94,832 at 6%; with 50% employer match about $94,832 at 4% or $63,222 at 6%; with 100% employer match about $71,124 at 4% or $47,416 at 6%. |
| 2001 | 2 | 18 | $613,566 | $244,685 | $13,594iApproximate average salary by contribution assumption: employee only about $339,840 at 4% or $226,560 at 6%; with 50% employer match about $226,560 at 4% or $151,040 at 6%; with 100% employer match about $169,920 at 4% or $113,280 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $483,250 | $128,521 | $7,140iApproximate average salary by contribution assumption: employee only about $178,501 at 4% or $119,001 at 6%; with 50% employer match about $119,001 at 4% or $79,334 at 6%; with 100% employer match about $89,251 at 4% or $59,500 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 16 | $130,316 | $116,164 | $7,260iApproximate average salary by contribution assumption: employee only about $181,506 at 4% or $121,004 at 6%; with 50% employer match about $121,004 at 4% or $80,669 at 6%; with 100% employer match about $90,753 at 4% or $60,502 at 6%. |
| 2000 | 3 | 19 | $482,361 | $240,281 | $12,646iApproximate average salary by contribution assumption: employee only about $316,159 at 4% or $210,773 at 6%; with 50% employer match about $210,773 at 4% or $140,515 at 6%; with 100% employer match about $158,080 at 4% or $105,386 at 6%. |
| Hallisey & D'Agostino LLP CPA'S 401(K) Retirement Plan | - | 18 | $356,329 | $131,628 | $7,313iApproximate average salary by contribution assumption: employee only about $182,817 at 4% or $121,878 at 6%; with 50% employer match about $121,878 at 4% or $81,252 at 6%; with 100% employer match about $91,408 at 4% or $60,939 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 19 | $126,032 | $108,653 | $5,719iApproximate average salary by contribution assumption: employee only about $142,964 at 4% or $95,310 at 6%; with 50% employer match about $95,310 at 4% or $63,540 at 6%; with 100% employer match about $71,482 at 4% or $47,655 at 6%. |
| Hallisey & Dagostino LLP, Cpas 401K Retirement Plan | - | 0 | - | - | - |
| 1999 | 2 | 19 | $396,141 | $231,877 | $12,204iApproximate average salary by contribution assumption: employee only about $305,101 at 4% or $203,401 at 6%; with 50% employer match about $203,401 at 4% or $135,601 at 6%; with 100% employer match about $152,551 at 4% or $101,700 at 6%. |
| Hallisey & Dagostino LLP, Cpas 401K Retirement Plan | - | 19 | $282,038 | $130,966 | $6,893iApproximate average salary by contribution assumption: employee only about $172,324 at 4% or $114,882 at 6%; with 50% employer match about $114,882 at 4% or $76,588 at 6%; with 100% employer match about $86,162 at 4% or $57,441 at 6%. |
| Hallisey & Dagostino LLP Employees Beneficiary Association | - | 19 | $114,103 | $100,911 | $5,311iApproximate average salary by contribution assumption: employee only about $132,778 at 4% or $88,518 at 6%; with 50% employer match about $88,518 at 4% or $59,012 at 6%; with 100% employer match about $66,389 at 4% or $44,259 at 6%. |