Flaherty and Collins Inc.
Plan context: Flaherty & Collins Inc. 401K Plan
EIN 35-1893287 • 36 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
440
2025 Assets
$12,765,833
2025 Contributions
$1,853,841
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 | 440 | $0 | $0 | - |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 440 | - | - | - |
| 2024 | 2 | 389 | $12,765,833 | $1,853,841 | $4,766iApproximate average salary by contribution assumption: employee only about $119,141 at 4% or $79,428 at 6%; with 50% employer match about $79,428 at 4% or $52,952 at 6%; with 100% employer match about $59,571 at 4% or $39,714 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 355 | $12,765,833 | $1,853,841 | $5,222iApproximate average salary by contribution assumption: employee only about $130,552 at 4% or $87,035 at 6%; with 50% employer match about $87,035 at 4% or $58,023 at 6%; with 100% employer match about $65,276 at 4% or $43,517 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 389 | - | - | - |
| 2023 | 2 | 384 | $10,965,445 | $1,705,908 | $4,442iApproximate average salary by contribution assumption: employee only about $111,062 at 4% or $74,041 at 6%; with 50% employer match about $74,041 at 4% or $49,361 at 6%; with 100% employer match about $55,531 at 4% or $37,021 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 345 | $10,965,445 | $1,705,908 | $4,945iApproximate average salary by contribution assumption: employee only about $123,617 at 4% or $82,411 at 6%; with 50% employer match about $82,411 at 4% or $54,941 at 6%; with 100% employer match about $61,808 at 4% or $41,206 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 384 | - | - | - |
| 2022 | 2 | 349 | $8,782,497 | $1,955,627 | $5,604iApproximate average salary by contribution assumption: employee only about $140,088 at 4% or $93,392 at 6%; with 50% employer match about $93,392 at 4% or $62,261 at 6%; with 100% employer match about $70,044 at 4% or $46,696 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 349 | $8,782,497 | $1,955,627 | $5,604iApproximate average salary by contribution assumption: employee only about $140,088 at 4% or $93,392 at 6%; with 50% employer match about $93,392 at 4% or $62,261 at 6%; with 100% employer match about $70,044 at 4% or $46,696 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 142 | - | - | - |
| 2021 | 3 | 390 | $9,952,447 | $1,209,139 | $3,100iApproximate average salary by contribution assumption: employee only about $77,509 at 4% or $51,673 at 6%; with 50% employer match about $51,673 at 4% or $34,448 at 6%; with 100% employer match about $38,754 at 4% or $25,836 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 390 | $9,952,447 | $1,209,139 | $3,100iApproximate average salary by contribution assumption: employee only about $77,509 at 4% or $51,673 at 6%; with 50% employer match about $51,673 at 4% or $34,448 at 6%; with 100% employer match about $38,754 at 4% or $25,836 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 177 | - | - | - |
| FLAHERTY & COLLINS, INC. LIFE AND DISABILITY PLAN | - | 0 | - | - | - |
| 2020 | 3 | 492 | $8,448,174 | $1,126,014 | $2,289iApproximate average salary by contribution assumption: employee only about $57,216 at 4% or $38,144 at 6%; with 50% employer match about $38,144 at 4% or $25,429 at 6%; with 100% employer match about $28,608 at 4% or $19,072 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 492 | $8,448,174 | $1,126,014 | $2,289iApproximate average salary by contribution assumption: employee only about $57,216 at 4% or $38,144 at 6%; with 50% employer match about $38,144 at 4% or $25,429 at 6%; with 100% employer match about $28,608 at 4% or $19,072 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 166 | - | - | - |
| FLAHERTY & COLLINS, INC. LIFE AND DISABILITY PLAN | - | 443 | - | - | - |
| 2019 | 3 | 506 | $7,016,045 | $946,997 | $1,872iApproximate average salary by contribution assumption: employee only about $46,788 at 4% or $31,192 at 6%; with 50% employer match about $31,192 at 4% or $20,795 at 6%; with 100% employer match about $23,394 at 4% or $15,596 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 506 | $7,016,045 | $946,997 | $1,872iApproximate average salary by contribution assumption: employee only about $46,788 at 4% or $31,192 at 6%; with 50% employer match about $31,192 at 4% or $20,795 at 6%; with 100% employer match about $23,394 at 4% or $15,596 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 274 | - | - | - |
| FLAHERTY & COLLINS, INC. LIFE AND DISABILITY PLAN | - | 400 | - | - | - |
| 2018 | 1 | 401 | $5,514,762 | $964,976 | $2,406iApproximate average salary by contribution assumption: employee only about $60,161 at 4% or $40,107 at 6%; with 50% employer match about $40,107 at 4% or $26,738 at 6%; with 100% employer match about $30,080 at 4% or $20,054 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 401 | $5,514,762 | $964,976 | $2,406iApproximate average salary by contribution assumption: employee only about $60,161 at 4% or $40,107 at 6%; with 50% employer match about $40,107 at 4% or $26,738 at 6%; with 100% employer match about $30,080 at 4% or $20,054 at 6%. |
| 2017 | 1 | 562 | $5,949,871 | $849,893 | $1,512iApproximate average salary by contribution assumption: employee only about $37,807 at 4% or $25,204 at 6%; with 50% employer match about $25,204 at 4% or $16,803 at 6%; with 100% employer match about $18,903 at 4% or $12,602 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 562 | $5,949,871 | $849,893 | $1,512iApproximate average salary by contribution assumption: employee only about $37,807 at 4% or $25,204 at 6%; with 50% employer match about $25,204 at 4% or $16,803 at 6%; with 100% employer match about $18,903 at 4% or $12,602 at 6%. |
| 2016 | 1 | 540 | $4,585,206 | $817,369 | $1,514iApproximate average salary by contribution assumption: employee only about $37,841 at 4% or $25,227 at 6%; with 50% employer match about $25,227 at 4% or $16,818 at 6%; with 100% employer match about $18,921 at 4% or $12,614 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 540 | $4,585,206 | $817,369 | $1,514iApproximate average salary by contribution assumption: employee only about $37,841 at 4% or $25,227 at 6%; with 50% employer match about $25,227 at 4% or $16,818 at 6%; with 100% employer match about $18,921 at 4% or $12,614 at 6%. |
| 2015 | 1 | 517 | $3,946,516 | $713,098 | $1,379iApproximate average salary by contribution assumption: employee only about $34,482 at 4% or $22,988 at 6%; with 50% employer match about $22,988 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 517 | $3,946,516 | $713,098 | $1,379iApproximate average salary by contribution assumption: employee only about $34,482 at 4% or $22,988 at 6%; with 50% employer match about $22,988 at 4% or $15,326 at 6%; with 100% employer match about $17,241 at 4% or $11,494 at 6%. |
| 2014 | 1 | 460 | $3,546,211 | $583,108 | $1,268iApproximate average salary by contribution assumption: employee only about $31,691 at 4% or $21,127 at 6%; with 50% employer match about $21,127 at 4% or $14,085 at 6%; with 100% employer match about $15,845 at 4% or $10,564 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 460 | $3,546,211 | $583,108 | $1,268iApproximate average salary by contribution assumption: employee only about $31,691 at 4% or $21,127 at 6%; with 50% employer match about $21,127 at 4% or $14,085 at 6%; with 100% employer match about $15,845 at 4% or $10,564 at 6%. |
| 2013 | 1 | 353 | $3,135,505 | $634,561 | $1,798iApproximate average salary by contribution assumption: employee only about $44,941 at 4% or $29,960 at 6%; with 50% employer match about $29,960 at 4% or $19,974 at 6%; with 100% employer match about $22,470 at 4% or $14,980 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 353 | $3,135,505 | $634,561 | $1,798iApproximate average salary by contribution assumption: employee only about $44,941 at 4% or $29,960 at 6%; with 50% employer match about $29,960 at 4% or $19,974 at 6%; with 100% employer match about $22,470 at 4% or $14,980 at 6%. |
| 2012 | 1 | 385 | $2,275,231 | $290,943 | $756iApproximate average salary by contribution assumption: employee only about $18,892 at 4% or $12,595 at 6%; with 50% employer match about $12,595 at 4% or $8,397 at 6%; with 100% employer match about $9,446 at 4% or $6,297 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 385 | $2,275,231 | $290,943 | $756iApproximate average salary by contribution assumption: employee only about $18,892 at 4% or $12,595 at 6%; with 50% employer match about $12,595 at 4% or $8,397 at 6%; with 100% employer match about $9,446 at 4% or $6,297 at 6%. |
| 2011 | 1 | 391 | $2,079,186 | $349,812 | $895iApproximate average salary by contribution assumption: employee only about $22,366 at 4% or $14,911 at 6%; with 50% employer match about $14,911 at 4% or $9,941 at 6%; with 100% employer match about $11,183 at 4% or $7,455 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 391 | $2,079,186 | $349,812 | $895iApproximate average salary by contribution assumption: employee only about $22,366 at 4% or $14,911 at 6%; with 50% employer match about $14,911 at 4% or $9,941 at 6%; with 100% employer match about $11,183 at 4% or $7,455 at 6%. |
| 2010 | 1 | 322 | $2,139,661 | $317,051 | $985iApproximate average salary by contribution assumption: employee only about $24,616 at 4% or $16,411 at 6%; with 50% employer match about $16,411 at 4% or $10,940 at 6%; with 100% employer match about $12,308 at 4% or $8,205 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 322 | $2,139,661 | $317,051 | $985iApproximate average salary by contribution assumption: employee only about $24,616 at 4% or $16,411 at 6%; with 50% employer match about $16,411 at 4% or $10,940 at 6%; with 100% employer match about $12,308 at 4% or $8,205 at 6%. |
| 2008 | 1 | 225 | $1,596,137 | $499,965 | $2,222iApproximate average salary by contribution assumption: employee only about $55,552 at 4% or $37,034 at 6%; with 50% employer match about $37,034 at 4% or $24,690 at 6%; with 100% employer match about $27,776 at 4% or $18,517 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 225 | $1,596,137 | $499,965 | $2,222iApproximate average salary by contribution assumption: employee only about $55,552 at 4% or $37,034 at 6%; with 50% employer match about $37,034 at 4% or $24,690 at 6%; with 100% employer match about $27,776 at 4% or $18,517 at 6%. |
| 2007 | 1 | 454 | $1,937,041 | $442,726 | $975iApproximate average salary by contribution assumption: employee only about $24,379 at 4% or $16,253 at 6%; with 50% employer match about $16,253 at 4% or $10,835 at 6%; with 100% employer match about $12,190 at 4% or $8,126 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 454 | $1,937,041 | $442,726 | $975iApproximate average salary by contribution assumption: employee only about $24,379 at 4% or $16,253 at 6%; with 50% employer match about $16,253 at 4% or $10,835 at 6%; with 100% employer match about $12,190 at 4% or $8,126 at 6%. |
| 2005 | 1 | 211 | $1,043,099 | $267,372 | $1,267iApproximate average salary by contribution assumption: employee only about $31,679 at 4% or $21,119 at 6%; with 50% employer match about $21,119 at 4% or $14,080 at 6%; with 100% employer match about $15,840 at 4% or $10,560 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 211 | $1,043,099 | $267,372 | $1,267iApproximate average salary by contribution assumption: employee only about $31,679 at 4% or $21,119 at 6%; with 50% employer match about $21,119 at 4% or $14,080 at 6%; with 100% employer match about $15,840 at 4% or $10,560 at 6%. |
| 2004 | 1 | 221 | $766,753 | $220,266 | $997iApproximate average salary by contribution assumption: employee only about $24,917 at 4% or $16,611 at 6%; with 50% employer match about $16,611 at 4% or $11,074 at 6%; with 100% employer match about $12,458 at 4% or $8,306 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 221 | $766,753 | $220,266 | $997iApproximate average salary by contribution assumption: employee only about $24,917 at 4% or $16,611 at 6%; with 50% employer match about $16,611 at 4% or $11,074 at 6%; with 100% employer match about $12,458 at 4% or $8,306 at 6%. |
| 2003 | 1 | 167 | $0 | $0 | - |
| Flaherty & Collins Inc. 401K Plan | - | 167 | - | - | - |
| 2002 | 2 | 133 | $0 | $0 | - |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 133 | - | - | - |
| Flaherty & Collins Inc. 401K Plan | - | 127 | - | - | - |
| 2001 | 2 | 125 | $384,558 | $107,611 | $861iApproximate average salary by contribution assumption: employee only about $21,522 at 4% or $14,348 at 6%; with 50% employer match about $14,348 at 4% or $9,565 at 6%; with 100% employer match about $10,761 at 4% or $7,174 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 111 | $384,558 | $107,611 | $969iApproximate average salary by contribution assumption: employee only about $24,237 at 4% or $16,158 at 6%; with 50% employer match about $16,158 at 4% or $10,772 at 6%; with 100% employer match about $12,118 at 4% or $8,079 at 6%. |
| Flaherty & Collins Inc. Employee Benefit Plan | - | 125 | - | - | - |
| 2000 | 1 | 95 | $0 | $0 | - |
| Flaherty & Collins Inc. 401K Plan | - | 95 | - | - | - |
| 1999 | 1 | 66 | $323,209 | $91,036 | $1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,242 at 4% or $11,494 at 6%. |
| Flaherty & Collins Inc. 401K Plan | - | 66 | $323,209 | $91,036 | $1,379iApproximate average salary by contribution assumption: employee only about $34,483 at 4% or $22,989 at 6%; with 50% employer match about $22,989 at 4% or $15,326 at 6%; with 100% employer match about $17,242 at 4% or $11,494 at 6%. |