Civic Intelligence

Weiss & Hale Financial LLC

Plan context: Weiss & Hale Financial LLC 401(K) P/S Plan

EIN 20-5462624 • Pomfret Center, CT • 17 filings • 4 plans

697 Pomfret StreetPomfret Center, CT 06259
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$2,591,439

2024 Contributions

$473,376

Historical Graphs

Total Assets Over Time

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

$2,591,439$1,295,720$0200820162024YearValue
$2,591,439Latest year 2024

Participants Over Time

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

19100200820162024YearValue
19Latest 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
2024119$2,591,439$473,376$24,915iApproximate average salary by contribution assumption: employee only about $622,863 at 4% or $415,242 at 6%; with 50% employer match about $415,242 at 4% or $276,828 at 6%; with 100% employer match about $311,432 at 4% or $207,621 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-19$2,591,439$473,376$24,915iApproximate average salary by contribution assumption: employee only about $622,863 at 4% or $415,242 at 6%; with 50% employer match about $415,242 at 4% or $276,828 at 6%; with 100% employer match about $311,432 at 4% or $207,621 at 6%.
2023116$1,824,446$283,882$17,743iApproximate average salary by contribution assumption: employee only about $443,566 at 4% or $295,710 at 6%; with 50% employer match about $295,710 at 4% or $197,140 at 6%; with 100% employer match about $221,783 at 4% or $147,855 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-16$1,824,446$283,882$17,743iApproximate average salary by contribution assumption: employee only about $443,566 at 4% or $295,710 at 6%; with 50% employer match about $295,710 at 4% or $197,140 at 6%; with 100% employer match about $221,783 at 4% or $147,855 at 6%.
2022113$1,300,391$193,002$14,846iApproximate average salary by contribution assumption: employee only about $371,158 at 4% or $247,438 at 6%; with 50% employer match about $247,438 at 4% or $164,959 at 6%; with 100% employer match about $185,579 at 4% or $123,719 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-13$1,300,391$193,002$14,846iApproximate average salary by contribution assumption: employee only about $371,158 at 4% or $247,438 at 6%; with 50% employer match about $247,438 at 4% or $164,959 at 6%; with 100% employer match about $185,579 at 4% or $123,719 at 6%.
2021110$1,726,198$214,313$21,431iApproximate average salary by contribution assumption: employee only about $535,783 at 4% or $357,188 at 6%; with 50% employer match about $357,188 at 4% or $238,126 at 6%; with 100% employer match about $267,891 at 4% or $178,594 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-10$1,726,198$214,313$21,431iApproximate average salary by contribution assumption: employee only about $535,783 at 4% or $357,188 at 6%; with 50% employer match about $357,188 at 4% or $238,126 at 6%; with 100% employer match about $267,891 at 4% or $178,594 at 6%.
202017$1,295,214$203,650$29,093iApproximate average salary by contribution assumption: employee only about $727,321 at 4% or $484,881 at 6%; with 50% employer match about $484,881 at 4% or $323,254 at 6%; with 100% employer match about $363,661 at 4% or $242,440 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-7$1,295,214$203,650$29,093iApproximate average salary by contribution assumption: employee only about $727,321 at 4% or $484,881 at 6%; with 50% employer match about $484,881 at 4% or $323,254 at 6%; with 100% employer match about $363,661 at 4% or $242,440 at 6%.
2019110$942,669$115,003$11,500iApproximate average salary by contribution assumption: employee only about $287,508 at 4% or $191,672 at 6%; with 50% employer match about $191,672 at 4% or $127,781 at 6%; with 100% employer match about $143,754 at 4% or $95,836 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-10$942,669$115,003$11,500iApproximate average salary by contribution assumption: employee only about $287,508 at 4% or $191,672 at 6%; with 50% employer match about $191,672 at 4% or $127,781 at 6%; with 100% employer match about $143,754 at 4% or $95,836 at 6%.
201816$671,666$75,255$12,543iApproximate average salary by contribution assumption: employee only about $313,563 at 4% or $209,042 at 6%; with 50% employer match about $209,042 at 4% or $139,361 at 6%; with 100% employer match about $156,781 at 4% or $104,521 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-6$671,666$75,255$12,543iApproximate average salary by contribution assumption: employee only about $313,563 at 4% or $209,042 at 6%; with 50% employer match about $209,042 at 4% or $139,361 at 6%; with 100% employer match about $156,781 at 4% or $104,521 at 6%.
201717$678,202$133,655$19,094iApproximate average salary by contribution assumption: employee only about $477,339 at 4% or $318,226 at 6%; with 50% employer match about $318,226 at 4% or $212,151 at 6%; with 100% employer match about $238,670 at 4% or $159,113 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-7$678,202$133,655$19,094iApproximate average salary by contribution assumption: employee only about $477,339 at 4% or $318,226 at 6%; with 50% employer match about $318,226 at 4% or $212,151 at 6%; with 100% employer match about $238,670 at 4% or $159,113 at 6%.
201615$595,682$99,754$19,951iApproximate average salary by contribution assumption: employee only about $498,770 at 4% or $332,513 at 6%; with 50% employer match about $332,513 at 4% or $221,676 at 6%; with 100% employer match about $249,385 at 4% or $166,257 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-5$595,682$99,754$19,951iApproximate average salary by contribution assumption: employee only about $498,770 at 4% or $332,513 at 6%; with 50% employer match about $332,513 at 4% or $221,676 at 6%; with 100% employer match about $249,385 at 4% or $166,257 at 6%.
201516$862,081$120,400$20,067iApproximate average salary by contribution assumption: employee only about $501,667 at 4% or $334,444 at 6%; with 50% employer match about $334,444 at 4% or $222,963 at 6%; with 100% employer match about $250,833 at 4% or $167,222 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-6$862,081$120,400$20,067iApproximate average salary by contribution assumption: employee only about $501,667 at 4% or $334,444 at 6%; with 50% employer match about $334,444 at 4% or $222,963 at 6%; with 100% employer match about $250,833 at 4% or $167,222 at 6%.
201416$754,902$104,774$17,462iApproximate average salary by contribution assumption: employee only about $436,558 at 4% or $291,039 at 6%; with 50% employer match about $291,039 at 4% or $194,026 at 6%; with 100% employer match about $218,279 at 4% or $145,519 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-6$754,902$104,774$17,462iApproximate average salary by contribution assumption: employee only about $436,558 at 4% or $291,039 at 6%; with 50% employer match about $291,039 at 4% or $194,026 at 6%; with 100% employer match about $218,279 at 4% or $145,519 at 6%.
201315$617,055$98,728$19,746iApproximate average salary by contribution assumption: employee only about $493,640 at 4% or $329,093 at 6%; with 50% employer match about $329,093 at 4% or $219,396 at 6%; with 100% employer match about $246,820 at 4% or $164,547 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-5$617,055$98,728$19,746iApproximate average salary by contribution assumption: employee only about $493,640 at 4% or $329,093 at 6%; with 50% employer match about $329,093 at 4% or $219,396 at 6%; with 100% employer match about $246,820 at 4% or $164,547 at 6%.
201215$432,373$65,031$13,006iApproximate average salary by contribution assumption: employee only about $325,155 at 4% or $216,770 at 6%; with 50% employer match about $216,770 at 4% or $144,513 at 6%; with 100% employer match about $162,578 at 4% or $108,385 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-5$432,373$65,031$13,006iApproximate average salary by contribution assumption: employee only about $325,155 at 4% or $216,770 at 6%; with 50% employer match about $216,770 at 4% or $144,513 at 6%; with 100% employer match about $162,578 at 4% or $108,385 at 6%.
201115$323,063$60,562$12,112iApproximate average salary by contribution assumption: employee only about $302,810 at 4% or $201,873 at 6%; with 50% employer match about $201,873 at 4% or $134,582 at 6%; with 100% employer match about $151,405 at 4% or $100,937 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-5$323,063$60,562$12,112iApproximate average salary by contribution assumption: employee only about $302,810 at 4% or $201,873 at 6%; with 50% employer match about $201,873 at 4% or $134,582 at 6%; with 100% employer match about $151,405 at 4% or $100,937 at 6%.
201015$275,852$61,071$12,214iApproximate average salary by contribution assumption: employee only about $305,355 at 4% or $203,570 at 6%; with 50% employer match about $203,570 at 4% or $135,713 at 6%; with 100% employer match about $152,678 at 4% or $101,785 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-5$275,852$61,071$12,214iApproximate average salary by contribution assumption: employee only about $305,355 at 4% or $203,570 at 6%; with 50% employer match about $203,570 at 4% or $135,713 at 6%; with 100% employer match about $152,678 at 4% or $101,785 at 6%.
200914$196,078$134,335$33,584iApproximate average salary by contribution assumption: employee only about $839,594 at 4% or $559,729 at 6%; with 50% employer match about $559,729 at 4% or $373,153 at 6%; with 100% employer match about $419,797 at 4% or $279,865 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-4$196,078$134,335$33,584iApproximate average salary by contribution assumption: employee only about $839,594 at 4% or $559,729 at 6%; with 50% employer match about $559,729 at 4% or $373,153 at 6%; with 100% employer match about $419,797 at 4% or $279,865 at 6%.
200815$39,847$49,897$9,979iApproximate average salary by contribution assumption: employee only about $249,485 at 4% or $166,323 at 6%; with 50% employer match about $166,323 at 4% or $110,882 at 6%; with 100% employer match about $124,743 at 4% or $83,162 at 6%.
Weiss & Hale Financial LLC 401(K) P/S Plan-5$39,847$49,897$9,979iApproximate average salary by contribution assumption: employee only about $249,485 at 4% or $166,323 at 6%; with 50% employer match about $166,323 at 4% or $110,882 at 6%; with 100% employer match about $124,743 at 4% or $83,162 at 6%.