Flaherty Advisors LLC
Plan context: Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust
EIN 27-4954902 • Portland, OR • 7 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$78,779
2019 Contributions
$12,720
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $78,779 | $12,720 | $12,720iApproximate average salary by contribution assumption: employee only about $318,000 at 4% or $212,000 at 6%; with 50% employer match about $212,000 at 4% or $141,333 at 6%; with 100% employer match about $159,000 at 4% or $106,000 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $78,779 | $12,720 | $12,720iApproximate average salary by contribution assumption: employee only about $318,000 at 4% or $212,000 at 6%; with 50% employer match about $212,000 at 4% or $141,333 at 6%; with 100% employer match about $159,000 at 4% or $106,000 at 6%. |
| 2018 | 1 | 1 | $52,552 | $12,720 | $12,720iApproximate average salary by contribution assumption: employee only about $318,000 at 4% or $212,000 at 6%; with 50% employer match about $212,000 at 4% or $141,333 at 6%; with 100% employer match about $159,000 at 4% or $106,000 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $52,552 | $12,720 | $12,720iApproximate average salary by contribution assumption: employee only about $318,000 at 4% or $212,000 at 6%; with 50% employer match about $212,000 at 4% or $141,333 at 6%; with 100% employer match about $159,000 at 4% or $106,000 at 6%. |
| 2017 | 1 | 1 | $42,703 | $11,020 | $11,020iApproximate average salary by contribution assumption: employee only about $275,500 at 4% or $183,667 at 6%; with 50% employer match about $183,667 at 4% or $122,444 at 6%; with 100% employer match about $137,750 at 4% or $91,833 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $42,703 | $11,020 | $11,020iApproximate average salary by contribution assumption: employee only about $275,500 at 4% or $183,667 at 6%; with 50% employer match about $183,667 at 4% or $122,444 at 6%; with 100% employer match about $137,750 at 4% or $91,833 at 6%. |
| 2016 | 1 | 1 | $26,777 | $15,520 | $15,520iApproximate average salary by contribution assumption: employee only about $388,000 at 4% or $258,667 at 6%; with 50% employer match about $258,667 at 4% or $172,444 at 6%; with 100% employer match about $194,000 at 4% or $129,333 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $26,777 | $15,520 | $15,520iApproximate average salary by contribution assumption: employee only about $388,000 at 4% or $258,667 at 6%; with 50% employer match about $258,667 at 4% or $172,444 at 6%; with 100% employer match about $194,000 at 4% or $129,333 at 6%. |
| 2015 | 1 | 1 | $9,751 | $5,520 | $5,520iApproximate average salary by contribution assumption: employee only about $138,000 at 4% or $92,000 at 6%; with 50% employer match about $92,000 at 4% or $61,333 at 6%; with 100% employer match about $69,000 at 4% or $46,000 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $9,751 | $5,520 | $5,520iApproximate average salary by contribution assumption: employee only about $138,000 at 4% or $92,000 at 6%; with 50% employer match about $92,000 at 4% or $61,333 at 6%; with 100% employer match about $69,000 at 4% or $46,000 at 6%. |
| 2014 | 1 | 1 | $7,884 | $3,360 | $3,360iApproximate average salary by contribution assumption: employee only about $84,000 at 4% or $56,000 at 6%; with 50% employer match about $56,000 at 4% or $37,333 at 6%; with 100% employer match about $42,000 at 4% or $28,000 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $7,884 | $3,360 | $3,360iApproximate average salary by contribution assumption: employee only about $84,000 at 4% or $56,000 at 6%; with 50% employer match about $56,000 at 4% or $37,333 at 6%; with 100% employer match about $42,000 at 4% or $28,000 at 6%. |
| 2013 | 1 | 1 | $3,881 | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| Flaherty Advisors LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $3,881 | $3,600 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |