Civic Intelligence

John F. Gallagher Inc.

Plan context: John F. Gallagher Inc. Cash Balance Plan

EIN 27-3953914 • West Chester, PA • 28 filings • 2 plans

1340 Julieanna DriveWest Chester, PA 19380
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,387,244

2023 Contributions

$166,045

Historical Graphs

Total Assets Over Time

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

$1,712,438$856,219$0201020162022YearValue
$1,387,244Latest 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
2Latest 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-
John F. Gallagher Inc. Profit Sharing 401(K) Plan-0$0--
John F. Gallagher Inc. Cash Balance Plan-0$0--
202222$1,387,244$0-
John F. Gallagher Inc. Cash Balance Plan-2$845,443--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$541,801--
202122$1,601,284$0-
John F. Gallagher Inc. Cash Balance Plan-2$976,852--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$624,432$0-
202024$1,712,438$166,045$41,511iApproximate average salary by contribution assumption: employee only about $1,037,781 at 4% or $691,854 at 6%; with 50% employer match about $691,854 at 4% or $461,236 at 6%; with 100% employer match about $518,891 at 4% or $345,927 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$954,835$78,545$39,273iApproximate average salary by contribution assumption: employee only about $981,813 at 4% or $654,542 at 6%; with 50% employer match about $654,542 at 4% or $436,361 at 6%; with 100% employer match about $490,906 at 4% or $327,271 at 6%.
John F. Gallagher Inc. Profit Sharing 401(K) Plan-4$757,603$87,500$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
201924$1,362,107$82,000$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%.
John F. Gallagher Inc. Cash Balance Plan-2$763,357--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-4$598,750$82,000$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%.
201824$1,196,600$69,500$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$727,649--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-4$468,951$69,500$17,375iApproximate average salary by contribution assumption: employee only about $434,375 at 4% or $289,583 at 6%; with 50% employer match about $289,583 at 4% or $193,056 at 6%; with 100% employer match about $217,188 at 4% or $144,792 at 6%.
201724$1,255,900$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$798,409--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-4$457,491$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201624$1,135,007$71,059$17,765iApproximate average salary by contribution assumption: employee only about $444,119 at 4% or $296,079 at 6%; with 50% employer match about $296,079 at 4% or $197,386 at 6%; with 100% employer match about $222,059 at 4% or $148,040 at 6%.
John F. Gallagher Inc. Cash Balance Plan-4$768,089$0-
John F. Gallagher Inc. Profit Sharing 401(K) Plan-4$366,918$71,059$17,765iApproximate average salary by contribution assumption: employee only about $444,119 at 4% or $296,079 at 6%; with 50% employer match about $296,079 at 4% or $197,386 at 6%; with 100% employer match about $222,059 at 4% or $148,040 at 6%.
201524$1,058,404$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
John F. Gallagher Inc. Cash Balance Plan-4$764,444--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-4$293,960$54,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201422$997,987$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$753,434--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$244,553$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201322$1,119,441$42,502$21,251iApproximate average salary by contribution assumption: employee only about $531,275 at 4% or $354,183 at 6%; with 50% employer match about $354,183 at 4% or $236,122 at 6%; with 100% employer match about $265,638 at 4% or $177,092 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$846,137--
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$273,304$42,502$21,251iApproximate average salary by contribution assumption: employee only about $531,275 at 4% or $354,183 at 6%; with 50% employer match about $354,183 at 4% or $236,122 at 6%; with 100% employer match about $265,638 at 4% or $177,092 at 6%.
201222$822,116$345,123$172,562iApproximate average salary by contribution assumption: employee only about $4,314,038 at 4% or $2,876,025 at 6%; with 50% employer match about $2,876,025 at 4% or $1,917,350 at 6%; with 100% employer match about $2,157,019 at 4% or $1,438,013 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$665,141$298,723$149,362iApproximate average salary by contribution assumption: employee only about $3,734,038 at 4% or $2,489,358 at 6%; with 50% employer match about $2,489,358 at 4% or $1,659,572 at 6%; with 100% employer match about $1,867,019 at 4% or $1,244,679 at 6%.
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$156,975$46,400$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
201122$356,146$189,900$94,950iApproximate average salary by contribution assumption: employee only about $2,373,750 at 4% or $1,582,500 at 6%; with 50% employer match about $1,582,500 at 4% or $1,055,000 at 6%; with 100% employer match about $1,186,875 at 4% or $791,250 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$272,986$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$83,160$45,900$22,950iApproximate average salary by contribution assumption: employee only about $573,750 at 4% or $382,500 at 6%; with 50% employer match about $382,500 at 4% or $255,000 at 6%; with 100% employer match about $286,875 at 4% or $191,250 at 6%.
201022$178,969$178,969$89,485iApproximate average salary by contribution assumption: employee only about $2,237,113 at 4% or $1,491,408 at 6%; with 50% employer match about $1,491,408 at 4% or $994,272 at 6%; with 100% employer match about $1,118,556 at 4% or $745,704 at 6%.
John F. Gallagher Inc. Cash Balance Plan-2$144,000$144,000$72,000iApproximate average salary by contribution assumption: employee only about $1,800,000 at 4% or $1,200,000 at 6%; with 50% employer match about $1,200,000 at 4% or $800,000 at 6%; with 100% employer match about $900,000 at 4% or $600,000 at 6%.
John F. Gallagher Inc. Profit Sharing 401(K) Plan-2$34,969$34,969$17,485iApproximate average salary by contribution assumption: employee only about $437,113 at 4% or $291,408 at 6%; with 50% employer match about $291,408 at 4% or $194,272 at 6%; with 100% employer match about $218,556 at 4% or $145,704 at 6%.