DOWD FINANCIAL SERVICES, LLC
Plan context: DOWD FINANCIAL SERVICES 401(K) PLAN
EIN 20-3532534 • Holyoke, MA • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$1,839,355
2025 Contributions
$82,945
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $1,839,355 | $82,945 | $7,540iApproximate average salary by contribution assumption: employee only about $188,511 at 4% or $125,674 at 6%; with 50% employer match about $125,674 at 4% or $83,783 at 6%; with 100% employer match about $94,256 at 4% or $62,837 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 11 | $1,839,355 | $82,945 | $7,540iApproximate average salary by contribution assumption: employee only about $188,511 at 4% or $125,674 at 6%; with 50% employer match about $125,674 at 4% or $83,783 at 6%; with 100% employer match about $94,256 at 4% or $62,837 at 6%. |
| 2024 | 1 | 11 | $1,679,579 | $75,363 | $6,851iApproximate average salary by contribution assumption: employee only about $171,280 at 4% or $114,186 at 6%; with 50% employer match about $114,186 at 4% or $76,124 at 6%; with 100% employer match about $85,640 at 4% or $57,093 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 11 | $1,679,579 | $75,363 | $6,851iApproximate average salary by contribution assumption: employee only about $171,280 at 4% or $114,186 at 6%; with 50% employer match about $114,186 at 4% or $76,124 at 6%; with 100% employer match about $85,640 at 4% or $57,093 at 6%. |
| 2023 | 1 | 10 | $1,434,196 | $86,503 | $8,650iApproximate average salary by contribution assumption: employee only about $216,257 at 4% or $144,172 at 6%; with 50% employer match about $144,172 at 4% or $96,114 at 6%; with 100% employer match about $108,129 at 4% or $72,086 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 10 | $1,434,196 | $86,503 | $8,650iApproximate average salary by contribution assumption: employee only about $216,257 at 4% or $144,172 at 6%; with 50% employer match about $144,172 at 4% or $96,114 at 6%; with 100% employer match about $108,129 at 4% or $72,086 at 6%. |
| 2022 | 1 | 10 | $1,160,693 | $117,508 | $11,751iApproximate average salary by contribution assumption: employee only about $293,770 at 4% or $195,847 at 6%; with 50% employer match about $195,847 at 4% or $130,564 at 6%; with 100% employer match about $146,885 at 4% or $97,923 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 10 | $1,160,693 | $117,508 | $11,751iApproximate average salary by contribution assumption: employee only about $293,770 at 4% or $195,847 at 6%; with 50% employer match about $195,847 at 4% or $130,564 at 6%; with 100% employer match about $146,885 at 4% or $97,923 at 6%. |
| 2021 | 1 | 9 | $1,265,223 | $87,595 | $9,733iApproximate average salary by contribution assumption: employee only about $243,319 at 4% or $162,213 at 6%; with 50% employer match about $162,213 at 4% or $108,142 at 6%; with 100% employer match about $121,660 at 4% or $81,106 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 9 | $1,265,223 | $87,595 | $9,733iApproximate average salary by contribution assumption: employee only about $243,319 at 4% or $162,213 at 6%; with 50% employer match about $162,213 at 4% or $108,142 at 6%; with 100% employer match about $121,660 at 4% or $81,106 at 6%. |
| 2020 | 1 | 10 | $1,215,931 | $92,729 | $9,273iApproximate average salary by contribution assumption: employee only about $231,823 at 4% or $154,548 at 6%; with 50% employer match about $154,548 at 4% or $103,032 at 6%; with 100% employer match about $115,911 at 4% or $77,274 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 10 | $1,215,931 | $92,729 | $9,273iApproximate average salary by contribution assumption: employee only about $231,823 at 4% or $154,548 at 6%; with 50% employer match about $154,548 at 4% or $103,032 at 6%; with 100% employer match about $115,911 at 4% or $77,274 at 6%. |
| 2019 | 1 | 12 | $1,482,393 | $80,456 | $6,705iApproximate average salary by contribution assumption: employee only about $167,617 at 4% or $111,744 at 6%; with 50% employer match about $111,744 at 4% or $74,496 at 6%; with 100% employer match about $83,808 at 4% or $55,872 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 12 | $1,482,393 | $80,456 | $6,705iApproximate average salary by contribution assumption: employee only about $167,617 at 4% or $111,744 at 6%; with 50% employer match about $111,744 at 4% or $74,496 at 6%; with 100% employer match about $83,808 at 4% or $55,872 at 6%. |
| 2018 | 1 | 13 | $1,155,737 | $91,462 | $7,036iApproximate average salary by contribution assumption: employee only about $175,888 at 4% or $117,259 at 6%; with 50% employer match about $117,259 at 4% or $78,173 at 6%; with 100% employer match about $87,944 at 4% or $58,629 at 6%. |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 13 | $1,155,737 | $91,462 | $7,036iApproximate average salary by contribution assumption: employee only about $175,888 at 4% or $117,259 at 6%; with 50% employer match about $117,259 at 4% or $78,173 at 6%; with 100% employer match about $87,944 at 4% or $58,629 at 6%. |
| 2017 | 1 | 8 | $1,209,151 | $0 | - |
| DOWD FINANCIAL SERVICES 401(K) PLAN | - | 8 | $1,209,151 | - | - |