Alfred J. Loomer, Cfp
Plan context: Alfred J. Loomer, Cfp 401(K) Plan
EIN 20-0771568 • East Hartford, CT • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,327,666
2024 Contributions
$62,865
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 | 3 | $2,327,666 | $62,865 | $20,955iApproximate average salary by contribution assumption: employee only about $523,875 at 4% or $349,250 at 6%; with 50% employer match about $349,250 at 4% or $232,833 at 6%; with 100% employer match about $261,938 at 4% or $174,625 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $2,327,666 | $62,865 | $20,955iApproximate average salary by contribution assumption: employee only about $523,875 at 4% or $349,250 at 6%; with 50% employer match about $349,250 at 4% or $232,833 at 6%; with 100% employer match about $261,938 at 4% or $174,625 at 6%. |
| 2023 | 1 | 3 | $1,767,659 | $54,171 | $18,057iApproximate average salary by contribution assumption: employee only about $451,425 at 4% or $300,950 at 6%; with 50% employer match about $300,950 at 4% or $200,633 at 6%; with 100% employer match about $225,713 at 4% or $150,475 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $1,767,659 | $54,171 | $18,057iApproximate average salary by contribution assumption: employee only about $451,425 at 4% or $300,950 at 6%; with 50% employer match about $300,950 at 4% or $200,633 at 6%; with 100% employer match about $225,713 at 4% or $150,475 at 6%. |
| 2022 | 1 | 3 | $1,255,179 | $47,999 | $16,000iApproximate average salary by contribution assumption: employee only about $399,992 at 4% or $266,661 at 6%; with 50% employer match about $266,661 at 4% or $177,774 at 6%; with 100% employer match about $199,996 at 4% or $133,331 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $1,255,179 | $47,999 | $16,000iApproximate average salary by contribution assumption: employee only about $399,992 at 4% or $266,661 at 6%; with 50% employer match about $266,661 at 4% or $177,774 at 6%; with 100% employer match about $199,996 at 4% or $133,331 at 6%. |
| 2021 | 1 | 3 | $1,551,268 | $46,899 | $15,633iApproximate average salary by contribution assumption: employee only about $390,825 at 4% or $260,550 at 6%; with 50% employer match about $260,550 at 4% or $173,700 at 6%; with 100% employer match about $195,413 at 4% or $130,275 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $1,551,268 | $46,899 | $15,633iApproximate average salary by contribution assumption: employee only about $390,825 at 4% or $260,550 at 6%; with 50% employer match about $260,550 at 4% or $173,700 at 6%; with 100% employer match about $195,413 at 4% or $130,275 at 6%. |
| 2020 | 1 | 4 | $1,225,606 | $46,823 | $11,706iApproximate average salary by contribution assumption: employee only about $292,644 at 4% or $195,096 at 6%; with 50% employer match about $195,096 at 4% or $130,064 at 6%; with 100% employer match about $146,322 at 4% or $97,548 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 4 | $1,225,606 | $46,823 | $11,706iApproximate average salary by contribution assumption: employee only about $292,644 at 4% or $195,096 at 6%; with 50% employer match about $195,096 at 4% or $130,064 at 6%; with 100% employer match about $146,322 at 4% or $97,548 at 6%. |
| 2019 | 1 | 4 | $1,043,474 | $48,054 | $12,014iApproximate average salary by contribution assumption: employee only about $300,338 at 4% or $200,225 at 6%; with 50% employer match about $200,225 at 4% or $133,483 at 6%; with 100% employer match about $150,169 at 4% or $100,113 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 4 | $1,043,474 | $48,054 | $12,014iApproximate average salary by contribution assumption: employee only about $300,338 at 4% or $200,225 at 6%; with 50% employer match about $200,225 at 4% or $133,483 at 6%; with 100% employer match about $150,169 at 4% or $100,113 at 6%. |
| 2018 | 1 | 4 | $749,312 | -$28,619 | - |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 4 | $749,312 | -$28,619 | - |
| 2017 | 1 | 3 | $777,931 | $71,382 | $23,794iApproximate average salary by contribution assumption: employee only about $594,850 at 4% or $396,567 at 6%; with 50% employer match about $396,567 at 4% or $264,378 at 6%; with 100% employer match about $297,425 at 4% or $198,283 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $777,931 | $71,382 | $23,794iApproximate average salary by contribution assumption: employee only about $594,850 at 4% or $396,567 at 6%; with 50% employer match about $396,567 at 4% or $264,378 at 6%; with 100% employer match about $297,425 at 4% or $198,283 at 6%. |
| 2016 | 1 | 4 | $732,984 | $72,654 | $18,164iApproximate average salary by contribution assumption: employee only about $454,088 at 4% or $302,725 at 6%; with 50% employer match about $302,725 at 4% or $201,817 at 6%; with 100% employer match about $227,044 at 4% or $151,363 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 4 | $732,984 | $72,654 | $18,164iApproximate average salary by contribution assumption: employee only about $454,088 at 4% or $302,725 at 6%; with 50% employer match about $302,725 at 4% or $201,817 at 6%; with 100% employer match about $227,044 at 4% or $151,363 at 6%. |
| 2015 | 1 | 3 | $578,366 | $153,778 | $51,259iApproximate average salary by contribution assumption: employee only about $1,281,483 at 4% or $854,322 at 6%; with 50% employer match about $854,322 at 4% or $569,548 at 6%; with 100% employer match about $640,742 at 4% or $427,161 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $578,366 | $153,778 | $51,259iApproximate average salary by contribution assumption: employee only about $1,281,483 at 4% or $854,322 at 6%; with 50% employer match about $854,322 at 4% or $569,548 at 6%; with 100% employer match about $640,742 at 4% or $427,161 at 6%. |
| 2014 | 1 | 3 | $450,909 | $82,362 | $27,454iApproximate average salary by contribution assumption: employee only about $686,350 at 4% or $457,567 at 6%; with 50% employer match about $457,567 at 4% or $305,044 at 6%; with 100% employer match about $343,175 at 4% or $228,783 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $450,909 | $82,362 | $27,454iApproximate average salary by contribution assumption: employee only about $686,350 at 4% or $457,567 at 6%; with 50% employer match about $457,567 at 4% or $305,044 at 6%; with 100% employer match about $343,175 at 4% or $228,783 at 6%. |
| 2013 | 1 | 3 | $359,754 | $72,794 | $24,265iApproximate average salary by contribution assumption: employee only about $606,617 at 4% or $404,411 at 6%; with 50% employer match about $404,411 at 4% or $269,607 at 6%; with 100% employer match about $303,308 at 4% or $202,206 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $359,754 | $72,794 | $24,265iApproximate average salary by contribution assumption: employee only about $606,617 at 4% or $404,411 at 6%; with 50% employer match about $404,411 at 4% or $269,607 at 6%; with 100% employer match about $303,308 at 4% or $202,206 at 6%. |
| 2012 | 1 | 3 | $289,388 | $68,168 | $22,723iApproximate average salary by contribution assumption: employee only about $568,067 at 4% or $378,711 at 6%; with 50% employer match about $378,711 at 4% or $252,474 at 6%; with 100% employer match about $284,033 at 4% or $189,356 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $289,388 | $68,168 | $22,723iApproximate average salary by contribution assumption: employee only about $568,067 at 4% or $378,711 at 6%; with 50% employer match about $378,711 at 4% or $252,474 at 6%; with 100% employer match about $284,033 at 4% or $189,356 at 6%. |
| 2011 | 1 | 3 | $209,324 | $59,498 | $19,833iApproximate average salary by contribution assumption: employee only about $495,817 at 4% or $330,544 at 6%; with 50% employer match about $330,544 at 4% or $220,363 at 6%; with 100% employer match about $247,908 at 4% or $165,272 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 3 | $209,324 | $59,498 | $19,833iApproximate average salary by contribution assumption: employee only about $495,817 at 4% or $330,544 at 6%; with 50% employer match about $330,544 at 4% or $220,363 at 6%; with 100% employer match about $247,908 at 4% or $165,272 at 6%. |
| 2010 | 1 | 2 | $148,364 | $58,144 | $29,072iApproximate average salary by contribution assumption: employee only about $726,800 at 4% or $484,533 at 6%; with 50% employer match about $484,533 at 4% or $323,022 at 6%; with 100% employer match about $363,400 at 4% or $242,267 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 2 | $148,364 | $58,144 | $29,072iApproximate average salary by contribution assumption: employee only about $726,800 at 4% or $484,533 at 6%; with 50% employer match about $484,533 at 4% or $323,022 at 6%; with 100% employer match about $363,400 at 4% or $242,267 at 6%. |
| 2009 | 1 | 2 | $79,951 | $57,856 | $28,928iApproximate average salary by contribution assumption: employee only about $723,200 at 4% or $482,133 at 6%; with 50% employer match about $482,133 at 4% or $321,422 at 6%; with 100% employer match about $361,600 at 4% or $241,067 at 6%. |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 2 | $79,951 | $57,856 | $28,928iApproximate average salary by contribution assumption: employee only about $723,200 at 4% or $482,133 at 6%; with 50% employer match about $482,133 at 4% or $321,422 at 6%; with 100% employer match about $361,600 at 4% or $241,067 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Alfred J. Loomer, Cfp 401(K) Plan | - | 2 | - | - | - |