Civic Intelligence

Flanagan Associates LLC

Plan context: FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN

EIN 20-2315810 • North Haven, CT • 15 filings • 3 plans

12 Peck StreetNorth Haven, CT 06473
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$523,809

2021 Contributions

$102,500

Historical Graphs

Total Assets Over Time

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

$753,670$376,835$0201120162020YearValue
$523,809Latest year 2020

Participants Over Time

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

530201120162020YearValue
5Latest year 2020

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
202110$0$0-
FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN-0$0$0-
202015$523,809$102,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN-5$523,809$102,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
201925$484,160$122,266$24,453iApproximate average salary by contribution assumption: employee only about $611,330 at 4% or $407,553 at 6%; with 50% employer match about $407,553 at 4% or $271,702 at 6%; with 100% employer match about $305,665 at 4% or $203,777 at 6%.
FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN-5$371,301$62,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-5$112,859$59,766$11,953iApproximate average salary by contribution assumption: employee only about $298,830 at 4% or $199,220 at 6%; with 50% employer match about $199,220 at 4% or $132,813 at 6%; with 100% employer match about $149,415 at 4% or $99,610 at 6%.
201824$358,915$152,574$38,144iApproximate average salary by contribution assumption: employee only about $953,588 at 4% or $635,725 at 6%; with 50% employer match about $635,725 at 4% or $423,817 at 6%; with 100% employer match about $476,794 at 4% or $317,863 at 6%.
FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN-4$260,387$90,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-4$98,528$62,574$15,644iApproximate average salary by contribution assumption: employee only about $391,088 at 4% or $260,725 at 6%; with 50% employer match about $260,725 at 4% or $173,817 at 6%; with 100% employer match about $195,544 at 4% or $130,363 at 6%.
201724$753,670$121,571$30,393iApproximate average salary by contribution assumption: employee only about $759,819 at 4% or $506,546 at 6%; with 50% employer match about $506,546 at 4% or $337,697 at 6%; with 100% employer match about $379,909 at 4% or $253,273 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-3$573,789$41,571$13,857iApproximate average salary by contribution assumption: employee only about $346,425 at 4% or $230,950 at 6%; with 50% employer match about $230,950 at 4% or $153,967 at 6%; with 100% employer match about $173,213 at 4% or $115,475 at 6%.
FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN-4$179,881$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201624$521,734$94,273$23,568iApproximate average salary by contribution assumption: employee only about $589,206 at 4% or $392,804 at 6%; with 50% employer match about $392,804 at 4% or $261,869 at 6%; with 100% employer match about $294,603 at 4% or $196,402 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-4$441,022$14,273$3,568iApproximate average salary by contribution assumption: employee only about $89,206 at 4% or $59,471 at 6%; with 50% employer match about $59,471 at 4% or $39,647 at 6%; with 100% employer match about $44,603 at 4% or $29,735 at 6%.
FLANAGAN ASSOCIATES, LLC CASH BALANCE PENSION PLAN-4$80,712$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201513$361,965$42,591$14,197iApproximate average salary by contribution assumption: employee only about $354,925 at 4% or $236,617 at 6%; with 50% employer match about $236,617 at 4% or $157,744 at 6%; with 100% employer match about $177,463 at 4% or $118,308 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-3$361,965$42,591$14,197iApproximate average salary by contribution assumption: employee only about $354,925 at 4% or $236,617 at 6%; with 50% employer match about $236,617 at 4% or $157,744 at 6%; with 100% employer match about $177,463 at 4% or $118,308 at 6%.
201413$326,229$34,832$11,611iApproximate average salary by contribution assumption: employee only about $290,267 at 4% or $193,511 at 6%; with 50% employer match about $193,511 at 4% or $129,007 at 6%; with 100% employer match about $145,133 at 4% or $96,756 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-3$326,229$34,832$11,611iApproximate average salary by contribution assumption: employee only about $290,267 at 4% or $193,511 at 6%; with 50% employer match about $193,511 at 4% or $129,007 at 6%; with 100% employer match about $145,133 at 4% or $96,756 at 6%.
201312$278,399$32,921$16,461iApproximate average salary by contribution assumption: employee only about $411,513 at 4% or $274,342 at 6%; with 50% employer match about $274,342 at 4% or $182,894 at 6%; with 100% employer match about $205,756 at 4% or $137,171 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-2$278,399$32,921$16,461iApproximate average salary by contribution assumption: employee only about $411,513 at 4% or $274,342 at 6%; with 50% employer match about $274,342 at 4% or $182,894 at 6%; with 100% employer match about $205,756 at 4% or $137,171 at 6%.
201213$208,692$35,929$11,976iApproximate average salary by contribution assumption: employee only about $299,408 at 4% or $199,606 at 6%; with 50% employer match about $199,606 at 4% or $133,070 at 6%; with 100% employer match about $149,704 at 4% or $99,803 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-3$208,692$35,929$11,976iApproximate average salary by contribution assumption: employee only about $299,408 at 4% or $199,606 at 6%; with 50% employer match about $199,606 at 4% or $133,070 at 6%; with 100% employer match about $149,704 at 4% or $99,803 at 6%.
201113$151,257$144,096$48,032iApproximate average salary by contribution assumption: employee only about $1,200,800 at 4% or $800,533 at 6%; with 50% employer match about $800,533 at 4% or $533,689 at 6%; with 100% employer match about $600,400 at 4% or $400,267 at 6%.
Flanagan Associates LLC 401(K) Profit Sharing Plan & Trust-3$151,257$144,096$48,032iApproximate average salary by contribution assumption: employee only about $1,200,800 at 4% or $800,533 at 6%; with 50% employer match about $800,533 at 4% or $533,689 at 6%; with 100% employer match about $600,400 at 4% or $400,267 at 6%.