Civic Intelligence

Daly & Associates LLC

Plan context: Daly & Associates LLC Defined Benefit

EIN 27-3461170 • Morristown, NJ • 24 filings • 5 plans

16 South Street 2nd FloorMorristown, NJ 07960
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$2,589,279

2023 Contributions

$397,200

Historical Graphs

Total Assets Over Time

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

$2,728,749$1,364,375$0201020162022YearValue
$2,589,279Latest year 2022

Participants Over Time

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

420201020162022YearValue
4Latest year 2022

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
202320$0$0-
Daly & Associates LLC Defined Benefit-0$0$0-
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-0$0$0-
202224$2,589,279$397,200$99,300iApproximate average salary by contribution assumption: employee only about $2,482,500 at 4% or $1,655,000 at 6%; with 50% employer match about $1,655,000 at 4% or $1,103,333 at 6%; with 100% employer match about $1,241,250 at 4% or $827,500 at 6%.
Daly & Associates LLC Defined Benefit-3$1,490,963$349,127$116,376iApproximate average salary by contribution assumption: employee only about $2,909,392 at 4% or $1,939,594 at 6%; with 50% employer match about $1,939,594 at 4% or $1,293,063 at 6%; with 100% employer match about $1,454,696 at 4% or $969,797 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-4$1,098,316$48,073$12,018iApproximate average salary by contribution assumption: employee only about $300,456 at 4% or $200,304 at 6%; with 50% employer match about $200,304 at 4% or $133,536 at 6%; with 100% employer match about $150,228 at 4% or $100,152 at 6%.
202124$2,728,749$424,923$106,231iApproximate average salary by contribution assumption: employee only about $2,655,769 at 4% or $1,770,513 at 6%; with 50% employer match about $1,770,513 at 4% or $1,180,342 at 6%; with 100% employer match about $1,327,884 at 4% or $885,256 at 6%.
Daly & Associates LLC Defined Benefit-4$1,396,369$351,923$87,981iApproximate average salary by contribution assumption: employee only about $2,199,519 at 4% or $1,466,346 at 6%; with 50% employer match about $1,466,346 at 4% or $977,564 at 6%; with 100% employer match about $1,099,759 at 4% or $733,173 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-4$1,332,380$73,000$18,250iApproximate average salary by contribution assumption: employee only about $456,250 at 4% or $304,167 at 6%; with 50% employer match about $304,167 at 4% or $202,778 at 6%; with 100% employer match about $228,125 at 4% or $152,083 at 6%.
202023$2,005,103$333,328$111,109iApproximate average salary by contribution assumption: employee only about $2,777,733 at 4% or $1,851,822 at 6%; with 50% employer match about $1,851,822 at 4% or $1,234,548 at 6%; with 100% employer match about $1,388,867 at 4% or $925,911 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-2$1,100,303$34,200$17,100iApproximate average salary by contribution assumption: employee only about $427,500 at 4% or $285,000 at 6%; with 50% employer match about $285,000 at 4% or $190,000 at 6%; with 100% employer match about $213,750 at 4% or $142,500 at 6%.
Daly & Associates LLC Defined Benefit-3$904,800$299,128$99,709iApproximate average salary by contribution assumption: employee only about $2,492,733 at 4% or $1,661,822 at 6%; with 50% employer match about $1,661,822 at 4% or $1,107,881 at 6%; with 100% employer match about $1,246,367 at 4% or $830,911 at 6%.
201924$1,476,595$162,328$40,582iApproximate average salary by contribution assumption: employee only about $1,014,550 at 4% or $676,367 at 6%; with 50% employer match about $676,367 at 4% or $450,911 at 6%; with 100% employer match about $507,275 at 4% or $338,183 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-4$920,603$23,200$5,800iApproximate average salary by contribution assumption: employee only about $145,000 at 4% or $96,667 at 6%; with 50% employer match about $96,667 at 4% or $64,444 at 6%; with 100% employer match about $72,500 at 4% or $48,333 at 6%.
Daly & Associates LLC Defined Benefit-3$555,992$139,128$46,376iApproximate average salary by contribution assumption: employee only about $1,159,400 at 4% or $772,933 at 6%; with 50% employer match about $772,933 at 4% or $515,289 at 6%; with 100% employer match about $579,700 at 4% or $386,467 at 6%.
201823$1,113,631$184,327$61,442iApproximate average salary by contribution assumption: employee only about $1,536,058 at 4% or $1,024,039 at 6%; with 50% employer match about $1,024,039 at 4% or $682,693 at 6%; with 100% employer match about $768,029 at 4% or $512,019 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-3$752,435$35,199$11,733iApproximate average salary by contribution assumption: employee only about $293,325 at 4% or $195,550 at 6%; with 50% employer match about $195,550 at 4% or $130,367 at 6%; with 100% employer match about $146,663 at 4% or $97,775 at 6%.
Daly & Associates LLC Defined Benefit-2$361,196$149,128$74,564iApproximate average salary by contribution assumption: employee only about $1,864,100 at 4% or $1,242,733 at 6%; with 50% employer match about $1,242,733 at 4% or $828,489 at 6%; with 100% employer match about $932,050 at 4% or $621,367 at 6%.
201734$1,083,858$239,925$59,981iApproximate average salary by contribution assumption: employee only about $1,499,531 at 4% or $999,688 at 6%; with 50% employer match about $999,688 at 4% or $666,458 at 6%; with 100% employer match about $749,766 at 4% or $499,844 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-4$804,880$53,257$13,314iApproximate average salary by contribution assumption: employee only about $332,856 at 4% or $221,904 at 6%; with 50% employer match about $221,904 at 4% or $147,936 at 6%; with 100% employer match about $166,428 at 4% or $110,952 at 6%.
Daly & Associates LLC Defined Benefit-2$278,978$173,082$86,541iApproximate average salary by contribution assumption: employee only about $2,163,525 at 4% or $1,442,350 at 6%; with 50% employer match about $1,442,350 at 4% or $961,567 at 6%; with 100% employer match about $1,081,763 at 4% or $721,175 at 6%.
DALY & ASSOCIATES, LLC 401(K) PLAN-0$0$13,586-
201634$786,531$193,389$48,347iApproximate average salary by contribution assumption: employee only about $1,208,681 at 4% or $805,788 at 6%; with 50% employer match about $805,788 at 4% or $537,192 at 6%; with 100% employer match about $604,341 at 4% or $402,894 at 6%.
DALY & ASSOCIATES LLC 401K PLAN-4$662,009$68,867$17,217iApproximate average salary by contribution assumption: employee only about $430,419 at 4% or $286,946 at 6%; with 50% employer match about $286,946 at 4% or $191,297 at 6%; with 100% employer match about $215,209 at 4% or $143,473 at 6%.
Daly & Associates LLC Defined Benefit-2$114,200$114,200$57,100iApproximate average salary by contribution assumption: employee only about $1,427,500 at 4% or $951,667 at 6%; with 50% employer match about $951,667 at 4% or $634,444 at 6%; with 100% employer match about $713,750 at 4% or $475,833 at 6%.
DALY & ASSOCIATES, LLC 401K PROFIT SHARING PLAN-3$10,322$10,322$3,441iApproximate average salary by contribution assumption: employee only about $86,017 at 4% or $57,344 at 6%; with 50% employer match about $57,344 at 4% or $38,230 at 6%; with 100% employer match about $43,008 at 4% or $28,672 at 6%.
201513$537,893$65,960$21,987iApproximate average salary by contribution assumption: employee only about $549,667 at 4% or $366,444 at 6%; with 50% employer match about $366,444 at 4% or $244,296 at 6%; with 100% employer match about $274,833 at 4% or $183,222 at 6%.
DALY & ASSOCIATES LLC 401K PLAN-3$537,893$65,960$21,987iApproximate average salary by contribution assumption: employee only about $549,667 at 4% or $366,444 at 6%; with 50% employer match about $366,444 at 4% or $244,296 at 6%; with 100% employer match about $274,833 at 4% or $183,222 at 6%.
201414$509,598$67,118$16,780iApproximate average salary by contribution assumption: employee only about $419,488 at 4% or $279,658 at 6%; with 50% employer match about $279,658 at 4% or $186,439 at 6%; with 100% employer match about $209,744 at 4% or $139,829 at 6%.
DALY & ASSOCIATES LLC 401K PLAN-4$509,598$67,118$16,780iApproximate average salary by contribution assumption: employee only about $419,488 at 4% or $279,658 at 6%; with 50% employer match about $279,658 at 4% or $186,439 at 6%; with 100% employer match about $209,744 at 4% or $139,829 at 6%.
201313$432,627$66,687$22,229iApproximate average salary by contribution assumption: employee only about $555,725 at 4% or $370,483 at 6%; with 50% employer match about $370,483 at 4% or $246,989 at 6%; with 100% employer match about $277,863 at 4% or $185,242 at 6%.
DALY & ASSOCIATES LLC 401K PLAN-3$432,627$66,687$22,229iApproximate average salary by contribution assumption: employee only about $555,725 at 4% or $370,483 at 6%; with 50% employer match about $370,483 at 4% or $246,989 at 6%; with 100% employer match about $277,863 at 4% or $185,242 at 6%.
201213$303,792$56,800$18,933iApproximate average salary by contribution assumption: employee only about $473,333 at 4% or $315,556 at 6%; with 50% employer match about $315,556 at 4% or $210,370 at 6%; with 100% employer match about $236,667 at 4% or $157,778 at 6%.
DALY & ASSOCIATES LLC 401K PLAN-3$303,792$56,800$18,933iApproximate average salary by contribution assumption: employee only about $473,333 at 4% or $315,556 at 6%; with 50% employer match about $315,556 at 4% or $210,370 at 6%; with 100% employer match about $236,667 at 4% or $157,778 at 6%.
201112$215,234$49,059$24,530iApproximate average salary by contribution assumption: employee only about $613,238 at 4% or $408,825 at 6%; with 50% employer match about $408,825 at 4% or $272,550 at 6%; with 100% employer match about $306,619 at 4% or $204,413 at 6%.
DALY & ASSOCIATES LLC 401K PLAN-2$215,234$49,059$24,530iApproximate average salary by contribution assumption: employee only about $613,238 at 4% or $408,825 at 6%; with 50% employer match about $408,825 at 4% or $272,550 at 6%; with 100% employer match about $306,619 at 4% or $204,413 at 6%.
201012$182,940$48,318$24,159iApproximate average salary by contribution assumption: employee only about $603,975 at 4% or $402,650 at 6%; with 50% employer match about $402,650 at 4% or $268,433 at 6%; with 100% employer match about $301,988 at 4% or $201,325 at 6%.
DALY & ASSOCIATES, LLC. 401(K) PLAN-2$182,940$48,318$24,159iApproximate average salary by contribution assumption: employee only about $603,975 at 4% or $402,650 at 6%; with 50% employer match about $402,650 at 4% or $268,433 at 6%; with 100% employer match about $301,988 at 4% or $201,325 at 6%.