Civic Intelligence

Delio, Peterson & Curcio LLC

Plan context: Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust

EIN 06-1310654 • New Haven, CT • 26 filings • 9 plans

700 State StreetSuite 402New Haven, CT 06511
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,864,110

2024 Contributions

$140,244

Historical Graphs

Total Assets Over Time

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

$3,691,235$1,845,618$0199920132024YearValue
$2,864,110Latest year 2024

Participants Over Time

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

1580199920122024YearValue
9Latest 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
202419$2,864,110$140,244$15,583iApproximate average salary by contribution assumption: employee only about $389,567 at 4% or $259,711 at 6%; with 50% employer match about $259,711 at 4% or $173,141 at 6%; with 100% employer match about $194,783 at 4% or $129,856 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-9$2,864,110$140,244$15,583iApproximate average salary by contribution assumption: employee only about $389,567 at 4% or $259,711 at 6%; with 50% employer match about $259,711 at 4% or $173,141 at 6%; with 100% employer match about $194,783 at 4% or $129,856 at 6%.
2023111$2,597,245$153,769$13,979iApproximate average salary by contribution assumption: employee only about $349,475 at 4% or $232,983 at 6%; with 50% employer match about $232,983 at 4% or $155,322 at 6%; with 100% employer match about $174,738 at 4% or $116,492 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$2,597,245$153,769$13,979iApproximate average salary by contribution assumption: employee only about $349,475 at 4% or $232,983 at 6%; with 50% employer match about $232,983 at 4% or $155,322 at 6%; with 100% employer match about $174,738 at 4% or $116,492 at 6%.
2022113$3,190,657$200,478$15,421iApproximate average salary by contribution assumption: employee only about $385,535 at 4% or $257,023 at 6%; with 50% employer match about $257,023 at 4% or $171,349 at 6%; with 100% employer match about $192,767 at 4% or $128,512 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-13$3,190,657$200,478$15,421iApproximate average salary by contribution assumption: employee only about $385,535 at 4% or $257,023 at 6%; with 50% employer match about $257,023 at 4% or $171,349 at 6%; with 100% employer match about $192,767 at 4% or $128,512 at 6%.
2021113$3,691,235$206,921$15,917iApproximate average salary by contribution assumption: employee only about $397,925 at 4% or $265,283 at 6%; with 50% employer match about $265,283 at 4% or $176,856 at 6%; with 100% employer match about $198,963 at 4% or $132,642 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-13$3,691,235$206,921$15,917iApproximate average salary by contribution assumption: employee only about $397,925 at 4% or $265,283 at 6%; with 50% employer match about $265,283 at 4% or $176,856 at 6%; with 100% employer match about $198,963 at 4% or $132,642 at 6%.
2020111$3,077,390$213,143$19,377iApproximate average salary by contribution assumption: employee only about $484,416 at 4% or $322,944 at 6%; with 50% employer match about $322,944 at 4% or $215,296 at 6%; with 100% employer match about $242,208 at 4% or $161,472 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$3,077,390$213,143$19,377iApproximate average salary by contribution assumption: employee only about $484,416 at 4% or $322,944 at 6%; with 50% employer match about $322,944 at 4% or $215,296 at 6%; with 100% employer match about $242,208 at 4% or $161,472 at 6%.
2019113$3,391,423$156,950$12,073iApproximate average salary by contribution assumption: employee only about $301,827 at 4% or $201,218 at 6%; with 50% employer match about $201,218 at 4% or $134,145 at 6%; with 100% employer match about $150,913 at 4% or $100,609 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-13$3,391,423$156,950$12,073iApproximate average salary by contribution assumption: employee only about $301,827 at 4% or $201,218 at 6%; with 50% employer match about $201,218 at 4% or $134,145 at 6%; with 100% employer match about $150,913 at 4% or $100,609 at 6%.
2018113$2,691,061$173,039$13,311iApproximate average salary by contribution assumption: employee only about $332,767 at 4% or $221,845 at 6%; with 50% employer match about $221,845 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,922 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-13$2,691,061$173,039$13,311iApproximate average salary by contribution assumption: employee only about $332,767 at 4% or $221,845 at 6%; with 50% employer match about $221,845 at 4% or $147,897 at 6%; with 100% employer match about $166,384 at 4% or $110,922 at 6%.
2017112$2,730,292$163,781$13,648iApproximate average salary by contribution assumption: employee only about $341,210 at 4% or $227,474 at 6%; with 50% employer match about $227,474 at 4% or $151,649 at 6%; with 100% employer match about $170,605 at 4% or $113,737 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$2,730,292$163,781$13,648iApproximate average salary by contribution assumption: employee only about $341,210 at 4% or $227,474 at 6%; with 50% employer match about $227,474 at 4% or $151,649 at 6%; with 100% employer match about $170,605 at 4% or $113,737 at 6%.
2016112$2,231,690$117,918$9,827iApproximate average salary by contribution assumption: employee only about $245,663 at 4% or $163,775 at 6%; with 50% employer match about $163,775 at 4% or $109,183 at 6%; with 100% employer match about $122,831 at 4% or $81,888 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$2,231,690$117,918$9,827iApproximate average salary by contribution assumption: employee only about $245,663 at 4% or $163,775 at 6%; with 50% employer match about $163,775 at 4% or $109,183 at 6%; with 100% employer match about $122,831 at 4% or $81,888 at 6%.
2015112$1,966,610$145,086$12,091iApproximate average salary by contribution assumption: employee only about $302,263 at 4% or $201,508 at 6%; with 50% employer match about $201,508 at 4% or $134,339 at 6%; with 100% employer match about $151,131 at 4% or $100,754 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$1,966,610$145,086$12,091iApproximate average salary by contribution assumption: employee only about $302,263 at 4% or $201,508 at 6%; with 50% employer match about $201,508 at 4% or $134,339 at 6%; with 100% employer match about $151,131 at 4% or $100,754 at 6%.
2014112$1,855,567$125,010$10,418iApproximate average salary by contribution assumption: employee only about $260,438 at 4% or $173,625 at 6%; with 50% employer match about $173,625 at 4% or $115,750 at 6%; with 100% employer match about $130,219 at 4% or $86,813 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$1,855,567$125,010$10,418iApproximate average salary by contribution assumption: employee only about $260,438 at 4% or $173,625 at 6%; with 50% employer match about $173,625 at 4% or $115,750 at 6%; with 100% employer match about $130,219 at 4% or $86,813 at 6%.
2013111$1,663,665$117,602$10,691iApproximate average salary by contribution assumption: employee only about $267,277 at 4% or $178,185 at 6%; with 50% employer match about $178,185 at 4% or $118,790 at 6%; with 100% employer match about $133,639 at 4% or $89,092 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$1,663,665$117,602$10,691iApproximate average salary by contribution assumption: employee only about $267,277 at 4% or $178,185 at 6%; with 50% employer match about $178,185 at 4% or $118,790 at 6%; with 100% employer match about $133,639 at 4% or $89,092 at 6%.
2012113$1,502,270$118,352$9,104iApproximate average salary by contribution assumption: employee only about $227,600 at 4% or $151,733 at 6%; with 50% employer match about $151,733 at 4% or $101,156 at 6%; with 100% employer match about $113,800 at 4% or $75,867 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-13$1,502,270$118,352$9,104iApproximate average salary by contribution assumption: employee only about $227,600 at 4% or $151,733 at 6%; with 50% employer match about $151,733 at 4% or $101,156 at 6%; with 100% employer match about $113,800 at 4% or $75,867 at 6%.
2011114$1,419,341$119,777$8,556iApproximate average salary by contribution assumption: employee only about $213,888 at 4% or $142,592 at 6%; with 50% employer match about $142,592 at 4% or $95,061 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-14$1,419,341$119,777$8,556iApproximate average salary by contribution assumption: employee only about $213,888 at 4% or $142,592 at 6%; with 50% employer match about $142,592 at 4% or $95,061 at 6%; with 100% employer match about $106,944 at 4% or $71,296 at 6%.
2010112$1,304,599$134,913$11,243iApproximate average salary by contribution assumption: employee only about $281,069 at 4% or $187,379 at 6%; with 50% employer match about $187,379 at 4% or $124,919 at 6%; with 100% employer match about $140,534 at 4% or $93,690 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$1,304,599$134,913$11,243iApproximate average salary by contribution assumption: employee only about $281,069 at 4% or $187,379 at 6%; with 50% employer match about $187,379 at 4% or $124,919 at 6%; with 100% employer match about $140,534 at 4% or $93,690 at 6%.
2009113$1,250,650$132,939$10,226iApproximate average salary by contribution assumption: employee only about $255,652 at 4% or $170,435 at 6%; with 50% employer match about $170,435 at 4% or $113,623 at 6%; with 100% employer match about $127,826 at 4% or $85,217 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-13$1,250,650$132,939$10,226iApproximate average salary by contribution assumption: employee only about $255,652 at 4% or $170,435 at 6%; with 50% employer match about $170,435 at 4% or $113,623 at 6%; with 100% employer match about $127,826 at 4% or $85,217 at 6%.
2008112$962,754$128,615$10,718iApproximate average salary by contribution assumption: employee only about $267,948 at 4% or $178,632 at 6%; with 50% employer match about $178,632 at 4% or $119,088 at 6%; with 100% employer match about $133,974 at 4% or $89,316 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$962,754$128,615$10,718iApproximate average salary by contribution assumption: employee only about $267,948 at 4% or $178,632 at 6%; with 50% employer match about $178,632 at 4% or $119,088 at 6%; with 100% employer match about $133,974 at 4% or $89,316 at 6%.
2007111$0$0-
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11---
2006110$964,555$89,241$8,924iApproximate average salary by contribution assumption: employee only about $223,103 at 4% or $148,735 at 6%; with 50% employer match about $148,735 at 4% or $99,157 at 6%; with 100% employer match about $111,551 at 4% or $74,368 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-10$964,555$89,241$8,924iApproximate average salary by contribution assumption: employee only about $223,103 at 4% or $148,735 at 6%; with 50% employer match about $148,735 at 4% or $99,157 at 6%; with 100% employer match about $111,551 at 4% or $74,368 at 6%.
2005111$797,460$114,018$10,365iApproximate average salary by contribution assumption: employee only about $259,132 at 4% or $172,755 at 6%; with 50% employer match about $172,755 at 4% or $115,170 at 6%; with 100% employer match about $129,566 at 4% or $86,377 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$797,460$114,018$10,365iApproximate average salary by contribution assumption: employee only about $259,132 at 4% or $172,755 at 6%; with 50% employer match about $172,755 at 4% or $115,170 at 6%; with 100% employer match about $129,566 at 4% or $86,377 at 6%.
2004111$654,084$115,958$10,542iApproximate average salary by contribution assumption: employee only about $263,541 at 4% or $175,694 at 6%; with 50% employer match about $175,694 at 4% or $117,129 at 6%; with 100% employer match about $131,770 at 4% or $87,847 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$654,084$115,958$10,542iApproximate average salary by contribution assumption: employee only about $263,541 at 4% or $175,694 at 6%; with 50% employer match about $175,694 at 4% or $117,129 at 6%; with 100% employer match about $131,770 at 4% or $87,847 at 6%.
2003111$509,897$104,986$9,544iApproximate average salary by contribution assumption: employee only about $238,605 at 4% or $159,070 at 6%; with 50% employer match about $159,070 at 4% or $106,046 at 6%; with 100% employer match about $119,302 at 4% or $79,535 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$509,897$104,986$9,544iApproximate average salary by contribution assumption: employee only about $238,605 at 4% or $159,070 at 6%; with 50% employer match about $159,070 at 4% or $106,046 at 6%; with 100% employer match about $119,302 at 4% or $79,535 at 6%.
2002112$377,851$127,233$10,603iApproximate average salary by contribution assumption: employee only about $265,069 at 4% or $176,713 at 6%; with 50% employer match about $176,713 at 4% or $117,808 at 6%; with 100% employer match about $132,534 at 4% or $88,356 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-12$377,851$127,233$10,603iApproximate average salary by contribution assumption: employee only about $265,069 at 4% or $176,713 at 6%; with 50% employer match about $176,713 at 4% or $117,808 at 6%; with 100% employer match about $132,534 at 4% or $88,356 at 6%.
2001114$0$0-
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-14---
2000111$298,572$98,017$8,911iApproximate average salary by contribution assumption: employee only about $222,766 at 4% or $148,511 at 6%; with 50% employer match about $148,511 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-11$298,572$98,017$8,911iApproximate average salary by contribution assumption: employee only about $222,766 at 4% or $148,511 at 6%; with 50% employer match about $148,511 at 4% or $99,007 at 6%; with 100% employer match about $111,383 at 4% or $74,255 at 6%.
1999115$164,648$83,994$5,600iApproximate average salary by contribution assumption: employee only about $139,990 at 4% or $93,327 at 6%; with 50% employer match about $93,327 at 4% or $62,218 at 6%; with 100% employer match about $69,995 at 4% or $46,663 at 6%.
Delio, Peterson & Curcio LLC 401(K) Profit Sharing Plan and Trust-15$164,648$83,994$5,600iApproximate average salary by contribution assumption: employee only about $139,990 at 4% or $93,327 at 6%; with 50% employer match about $93,327 at 4% or $62,218 at 6%; with 100% employer match about $69,995 at 4% or $46,663 at 6%.