Civic Intelligence

Daly Insurance Brokerage Services LLC

Plan context: Daly Insurance Brokerage Services LLC 401(K) Plan

EIN 06-1501404 • Southington, CT • 20 filings • 2 plans

200 Executive Blvd., Suite 4JSouthington, CT 06489
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$3,851,758

2022 Contributions

$159,143

Historical Graphs

Total Assets Over Time

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

$3,851,758$1,925,879$0200320122021YearValue
$3,851,758Latest year 2021

Participants Over Time

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

1470200320122021YearValue
13Latest year 2021

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
202210$0$0-
Daly Insurance Brokerage Services LLC 401(K) Plan-0$0--
2021113$3,851,758$159,143$12,242iApproximate average salary by contribution assumption: employee only about $306,044 at 4% or $204,029 at 6%; with 50% employer match about $204,029 at 4% or $136,020 at 6%; with 100% employer match about $153,022 at 4% or $102,015 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$3,851,758$159,143$12,242iApproximate average salary by contribution assumption: employee only about $306,044 at 4% or $204,029 at 6%; with 50% employer match about $204,029 at 4% or $136,020 at 6%; with 100% employer match about $153,022 at 4% or $102,015 at 6%.
2020113$3,327,132$172,730$13,287iApproximate average salary by contribution assumption: employee only about $332,173 at 4% or $221,449 at 6%; with 50% employer match about $221,449 at 4% or $147,632 at 6%; with 100% employer match about $166,087 at 4% or $110,724 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$3,327,132$172,730$13,287iApproximate average salary by contribution assumption: employee only about $332,173 at 4% or $221,449 at 6%; with 50% employer match about $221,449 at 4% or $147,632 at 6%; with 100% employer match about $166,087 at 4% or $110,724 at 6%.
2019113$2,801,808$162,371$12,490iApproximate average salary by contribution assumption: employee only about $312,252 at 4% or $208,168 at 6%; with 50% employer match about $208,168 at 4% or $138,779 at 6%; with 100% employer match about $156,126 at 4% or $104,084 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$2,801,808$162,371$12,490iApproximate average salary by contribution assumption: employee only about $312,252 at 4% or $208,168 at 6%; with 50% employer match about $208,168 at 4% or $138,779 at 6%; with 100% employer match about $156,126 at 4% or $104,084 at 6%.
2018113$2,253,688$131,312$10,101iApproximate average salary by contribution assumption: employee only about $252,523 at 4% or $168,349 at 6%; with 50% employer match about $168,349 at 4% or $112,232 at 6%; with 100% employer match about $126,262 at 4% or $84,174 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$2,253,688$131,312$10,101iApproximate average salary by contribution assumption: employee only about $252,523 at 4% or $168,349 at 6%; with 50% employer match about $168,349 at 4% or $112,232 at 6%; with 100% employer match about $126,262 at 4% or $84,174 at 6%.
2017113$2,604,521$172,108$13,239iApproximate average salary by contribution assumption: employee only about $330,977 at 4% or $220,651 at 6%; with 50% employer match about $220,651 at 4% or $147,101 at 6%; with 100% employer match about $165,488 at 4% or $110,326 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$2,604,521$172,108$13,239iApproximate average salary by contribution assumption: employee only about $330,977 at 4% or $220,651 at 6%; with 50% employer match about $220,651 at 4% or $147,101 at 6%; with 100% employer match about $165,488 at 4% or $110,326 at 6%.
2016113$2,191,821$166,642$12,819iApproximate average salary by contribution assumption: employee only about $320,465 at 4% or $213,644 at 6%; with 50% employer match about $213,644 at 4% or $142,429 at 6%; with 100% employer match about $160,233 at 4% or $106,822 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$2,191,821$166,642$12,819iApproximate average salary by contribution assumption: employee only about $320,465 at 4% or $213,644 at 6%; with 50% employer match about $213,644 at 4% or $142,429 at 6%; with 100% employer match about $160,233 at 4% or $106,822 at 6%.
2015114$1,901,217$158,422$11,316iApproximate average salary by contribution assumption: employee only about $282,896 at 4% or $188,598 at 6%; with 50% employer match about $188,598 at 4% or $125,732 at 6%; with 100% employer match about $141,448 at 4% or $94,299 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-14$1,901,217$158,422$11,316iApproximate average salary by contribution assumption: employee only about $282,896 at 4% or $188,598 at 6%; with 50% employer match about $188,598 at 4% or $125,732 at 6%; with 100% employer match about $141,448 at 4% or $94,299 at 6%.
2014114$1,946,450$139,616$9,973iApproximate average salary by contribution assumption: employee only about $249,314 at 4% or $166,210 at 6%; with 50% employer match about $166,210 at 4% or $110,806 at 6%; with 100% employer match about $124,657 at 4% or $83,105 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-14$1,946,450$139,616$9,973iApproximate average salary by contribution assumption: employee only about $249,314 at 4% or $166,210 at 6%; with 50% employer match about $166,210 at 4% or $110,806 at 6%; with 100% employer match about $124,657 at 4% or $83,105 at 6%.
2013113$1,694,167$144,563$11,120iApproximate average salary by contribution assumption: employee only about $278,006 at 4% or $185,337 at 6%; with 50% employer match about $185,337 at 4% or $123,558 at 6%; with 100% employer match about $139,003 at 4% or $92,669 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$1,694,167$144,563$11,120iApproximate average salary by contribution assumption: employee only about $278,006 at 4% or $185,337 at 6%; with 50% employer match about $185,337 at 4% or $123,558 at 6%; with 100% employer match about $139,003 at 4% or $92,669 at 6%.
2012113$1,292,409$143,951$11,073iApproximate average salary by contribution assumption: employee only about $276,829 at 4% or $184,553 at 6%; with 50% employer match about $184,553 at 4% or $123,035 at 6%; with 100% employer match about $138,414 at 4% or $92,276 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$1,292,409$143,951$11,073iApproximate average salary by contribution assumption: employee only about $276,829 at 4% or $184,553 at 6%; with 50% employer match about $184,553 at 4% or $123,035 at 6%; with 100% employer match about $138,414 at 4% or $92,276 at 6%.
2011112$1,027,919$119,959$9,997iApproximate average salary by contribution assumption: employee only about $249,915 at 4% or $166,610 at 6%; with 50% employer match about $166,610 at 4% or $111,073 at 6%; with 100% employer match about $124,957 at 4% or $83,305 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-12$1,027,919$119,959$9,997iApproximate average salary by contribution assumption: employee only about $249,915 at 4% or $166,610 at 6%; with 50% employer match about $166,610 at 4% or $111,073 at 6%; with 100% employer match about $124,957 at 4% or $83,305 at 6%.
2010112$960,180$134,800$11,233iApproximate average salary by contribution assumption: employee only about $280,833 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,815 at 6%; with 100% employer match about $140,417 at 4% or $93,611 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-12$960,180$134,800$11,233iApproximate average salary by contribution assumption: employee only about $280,833 at 4% or $187,222 at 6%; with 50% employer match about $187,222 at 4% or $124,815 at 6%; with 100% employer match about $140,417 at 4% or $93,611 at 6%.
2009113$715,669$129,108$9,931iApproximate average salary by contribution assumption: employee only about $248,285 at 4% or $165,523 at 6%; with 50% employer match about $165,523 at 4% or $110,349 at 6%; with 100% employer match about $124,142 at 4% or $82,762 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$715,669$129,108$9,931iApproximate average salary by contribution assumption: employee only about $248,285 at 4% or $165,523 at 6%; with 50% employer match about $165,523 at 4% or $110,349 at 6%; with 100% employer match about $124,142 at 4% or $82,762 at 6%.
2008113$463,822$131,245$10,096iApproximate average salary by contribution assumption: employee only about $252,394 at 4% or $168,263 at 6%; with 50% employer match about $168,263 at 4% or $112,175 at 6%; with 100% employer match about $126,197 at 4% or $84,131 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$463,822$131,245$10,096iApproximate average salary by contribution assumption: employee only about $252,394 at 4% or $168,263 at 6%; with 50% employer match about $168,263 at 4% or $112,175 at 6%; with 100% employer match about $126,197 at 4% or $84,131 at 6%.
2007113$562,409$130,244$10,019iApproximate average salary by contribution assumption: employee only about $250,469 at 4% or $166,979 at 6%; with 50% employer match about $166,979 at 4% or $111,320 at 6%; with 100% employer match about $125,235 at 4% or $83,490 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-13$562,409$130,244$10,019iApproximate average salary by contribution assumption: employee only about $250,469 at 4% or $166,979 at 6%; with 50% employer match about $166,979 at 4% or $111,320 at 6%; with 100% employer match about $125,235 at 4% or $83,490 at 6%.
2006110$465,682$126,967$12,697iApproximate average salary by contribution assumption: employee only about $317,418 at 4% or $211,612 at 6%; with 50% employer match about $211,612 at 4% or $141,074 at 6%; with 100% employer match about $158,709 at 4% or $105,806 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-10$465,682$126,967$12,697iApproximate average salary by contribution assumption: employee only about $317,418 at 4% or $211,612 at 6%; with 50% employer match about $211,612 at 4% or $141,074 at 6%; with 100% employer match about $158,709 at 4% or $105,806 at 6%.
2005110$306,602$100,470$10,047iApproximate average salary by contribution assumption: employee only about $251,175 at 4% or $167,450 at 6%; with 50% employer match about $167,450 at 4% or $111,633 at 6%; with 100% employer match about $125,588 at 4% or $83,725 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-10$306,602$100,470$10,047iApproximate average salary by contribution assumption: employee only about $251,175 at 4% or $167,450 at 6%; with 50% employer match about $167,450 at 4% or $111,633 at 6%; with 100% employer match about $125,588 at 4% or $83,725 at 6%.
2004111$192,373$92,224$8,384iApproximate average salary by contribution assumption: employee only about $209,600 at 4% or $139,733 at 6%; with 50% employer match about $139,733 at 4% or $93,156 at 6%; with 100% employer match about $104,800 at 4% or $69,867 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-11$192,373$92,224$8,384iApproximate average salary by contribution assumption: employee only about $209,600 at 4% or $139,733 at 6%; with 50% employer match about $139,733 at 4% or $93,156 at 6%; with 100% employer match about $104,800 at 4% or $69,867 at 6%.
2003110$85,696$80,752$8,075iApproximate average salary by contribution assumption: employee only about $201,880 at 4% or $134,587 at 6%; with 50% employer match about $134,587 at 4% or $89,724 at 6%; with 100% employer match about $100,940 at 4% or $67,293 at 6%.
Daly Insurance Brokerage Services LLC 401(K) Plan-10$85,696$80,752$8,075iApproximate average salary by contribution assumption: employee only about $201,880 at 4% or $134,587 at 6%; with 50% employer match about $134,587 at 4% or $89,724 at 6%; with 100% employer match about $100,940 at 4% or $67,293 at 6%.