John K. Flaherty & Associates, Ltd.
Plan context: John K. Flaherty & Associates Ltd Profit Sharing
EIN 36-3745114 • Chicago, IL • 30 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$3,175,698
2024 Contributions
$164,310
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $3,175,698 | $164,310 | $20,539iApproximate average salary by contribution assumption: employee only about $513,469 at 4% or $342,313 at 6%; with 50% employer match about $342,313 at 4% or $228,208 at 6%; with 100% employer match about $256,734 at 4% or $171,156 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 8 | $3,175,698 | $164,310 | $20,539iApproximate average salary by contribution assumption: employee only about $513,469 at 4% or $342,313 at 6%; with 50% employer match about $342,313 at 4% or $228,208 at 6%; with 100% employer match about $256,734 at 4% or $171,156 at 6%. |
| 2023 | 1 | 9 | $3,045,705 | $162,350 | $18,039iApproximate average salary by contribution assumption: employee only about $450,972 at 4% or $300,648 at 6%; with 50% employer match about $300,648 at 4% or $200,432 at 6%; with 100% employer match about $225,486 at 4% or $150,324 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 9 | $3,045,705 | $162,350 | $18,039iApproximate average salary by contribution assumption: employee only about $450,972 at 4% or $300,648 at 6%; with 50% employer match about $300,648 at 4% or $200,432 at 6%; with 100% employer match about $225,486 at 4% or $150,324 at 6%. |
| 2022 | 1 | 9 | $2,753,340 | $129,368 | $14,374iApproximate average salary by contribution assumption: employee only about $359,356 at 4% or $239,570 at 6%; with 50% employer match about $239,570 at 4% or $159,714 at 6%; with 100% employer match about $179,678 at 4% or $119,785 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 9 | $2,753,340 | $129,368 | $14,374iApproximate average salary by contribution assumption: employee only about $359,356 at 4% or $239,570 at 6%; with 50% employer match about $239,570 at 4% or $159,714 at 6%; with 100% employer match about $179,678 at 4% or $119,785 at 6%. |
| 2021 | 1 | 9 | $2,646,851 | $131,218 | $14,580iApproximate average salary by contribution assumption: employee only about $364,494 at 4% or $242,996 at 6%; with 50% employer match about $242,996 at 4% or $161,998 at 6%; with 100% employer match about $182,247 at 4% or $121,498 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 9 | $2,646,851 | $131,218 | $14,580iApproximate average salary by contribution assumption: employee only about $364,494 at 4% or $242,996 at 6%; with 50% employer match about $242,996 at 4% or $161,998 at 6%; with 100% employer match about $182,247 at 4% or $121,498 at 6%. |
| 2020 | 1 | 9 | $2,523,744 | $171,076 | $19,008iApproximate average salary by contribution assumption: employee only about $475,211 at 4% or $316,807 at 6%; with 50% employer match about $316,807 at 4% or $211,205 at 6%; with 100% employer match about $237,606 at 4% or $158,404 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 9 | $2,523,744 | $171,076 | $19,008iApproximate average salary by contribution assumption: employee only about $475,211 at 4% or $316,807 at 6%; with 50% employer match about $316,807 at 4% or $211,205 at 6%; with 100% employer match about $237,606 at 4% or $158,404 at 6%. |
| 2019 | 2 | 10 | $2,692,910 | $205,022 | $20,502iApproximate average salary by contribution assumption: employee only about $512,555 at 4% or $341,703 at 6%; with 50% employer match about $341,703 at 4% or $227,802 at 6%; with 100% employer match about $256,278 at 4% or $170,852 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $2,692,910 | $205,022 | $20,502iApproximate average salary by contribution assumption: employee only about $512,555 at 4% or $341,703 at 6%; with 50% employer match about $341,703 at 4% or $227,802 at 6%; with 100% employer match about $256,278 at 4% or $170,852 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2018 | 2 | 10 | $4,044,215 | $343,351 | $34,335iApproximate average salary by contribution assumption: employee only about $858,378 at 4% or $572,252 at 6%; with 50% employer match about $572,252 at 4% or $381,501 at 6%; with 100% employer match about $429,189 at 4% or $286,126 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $2,427,158 | $146,058 | $14,606iApproximate average salary by contribution assumption: employee only about $365,145 at 4% or $243,430 at 6%; with 50% employer match about $243,430 at 4% or $162,287 at 6%; with 100% employer match about $182,573 at 4% or $121,715 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 9 | $1,617,057 | $197,293 | $21,921iApproximate average salary by contribution assumption: employee only about $548,036 at 4% or $365,357 at 6%; with 50% employer match about $365,357 at 4% or $243,572 at 6%; with 100% employer match about $274,018 at 4% or $182,679 at 6%. |
| 2017 | 2 | 11 | $3,727,678 | $430,474 | $39,134iApproximate average salary by contribution assumption: employee only about $978,350 at 4% or $652,233 at 6%; with 50% employer match about $652,233 at 4% or $434,822 at 6%; with 100% employer match about $489,175 at 4% or $326,117 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 11 | $2,258,400 | $145,202 | $13,200iApproximate average salary by contribution assumption: employee only about $330,005 at 4% or $220,003 at 6%; with 50% employer match about $220,003 at 4% or $146,669 at 6%; with 100% employer match about $165,002 at 4% or $110,002 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 10 | $1,469,278 | $285,272 | $28,527iApproximate average salary by contribution assumption: employee only about $713,180 at 4% or $475,453 at 6%; with 50% employer match about $475,453 at 4% or $316,969 at 6%; with 100% employer match about $356,590 at 4% or $237,727 at 6%. |
| 2016 | 2 | 11 | $3,327,422 | $443,645 | $40,331iApproximate average salary by contribution assumption: employee only about $1,008,284 at 4% or $672,189 at 6%; with 50% employer match about $672,189 at 4% or $448,126 at 6%; with 100% employer match about $504,142 at 4% or $336,095 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 11 | $2,149,216 | $147,071 | $13,370iApproximate average salary by contribution assumption: employee only about $334,252 at 4% or $222,835 at 6%; with 50% employer match about $222,835 at 4% or $148,557 at 6%; with 100% employer match about $167,126 at 4% or $111,417 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 10 | $1,178,206 | $296,574 | $29,657iApproximate average salary by contribution assumption: employee only about $741,435 at 4% or $494,290 at 6%; with 50% employer match about $494,290 at 4% or $329,527 at 6%; with 100% employer match about $370,718 at 4% or $247,145 at 6%. |
| 2015 | 2 | 11 | $2,878,494 | $461,777 | $41,980iApproximate average salary by contribution assumption: employee only about $1,049,493 at 4% or $699,662 at 6%; with 50% employer match about $699,662 at 4% or $466,441 at 6%; with 100% employer match about $524,747 at 4% or $349,831 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 11 | $1,997,226 | $141,560 | $12,869iApproximate average salary by contribution assumption: employee only about $321,727 at 4% or $214,485 at 6%; with 50% employer match about $214,485 at 4% or $142,990 at 6%; with 100% employer match about $160,864 at 4% or $107,242 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 10 | $881,268 | $320,217 | $32,022iApproximate average salary by contribution assumption: employee only about $800,543 at 4% or $533,695 at 6%; with 50% employer match about $533,695 at 4% or $355,797 at 6%; with 100% employer match about $400,271 at 4% or $266,848 at 6%. |
| 2014 | 2 | 10 | $2,413,376 | $373,066 | $37,307iApproximate average salary by contribution assumption: employee only about $932,665 at 4% or $621,777 at 6%; with 50% employer match about $621,777 at 4% or $414,518 at 6%; with 100% employer match about $466,333 at 4% or $310,888 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $1,852,377 | $71,791 | $7,179iApproximate average salary by contribution assumption: employee only about $179,478 at 4% or $119,652 at 6%; with 50% employer match about $119,652 at 4% or $79,768 at 6%; with 100% employer match about $89,739 at 4% or $59,826 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 9 | $560,999 | $301,275 | $33,475iApproximate average salary by contribution assumption: employee only about $836,875 at 4% or $557,917 at 6%; with 50% employer match about $557,917 at 4% or $371,944 at 6%; with 100% employer match about $418,438 at 4% or $278,958 at 6%. |
| 2013 | 2 | 10 | $2,041,027 | $330,014 | $33,001iApproximate average salary by contribution assumption: employee only about $825,035 at 4% or $550,023 at 6%; with 50% employer match about $550,023 at 4% or $366,682 at 6%; with 100% employer match about $412,518 at 4% or $275,012 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $1,781,330 | $70,317 | $7,032iApproximate average salary by contribution assumption: employee only about $175,793 at 4% or $117,195 at 6%; with 50% employer match about $117,195 at 4% or $78,130 at 6%; with 100% employer match about $87,896 at 4% or $58,598 at 6%. |
| JOHN K. FLAHERTY & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN & TRUST | - | 9 | $259,697 | $259,697 | $28,855iApproximate average salary by contribution assumption: employee only about $721,381 at 4% or $480,920 at 6%; with 50% employer match about $480,920 at 4% or $320,614 at 6%; with 100% employer match about $360,690 at 4% or $240,460 at 6%. |
| 2012 | 1 | 9 | $1,735,311 | $130,000 | $14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 9 | $1,735,311 | $130,000 | $14,444iApproximate average salary by contribution assumption: employee only about $361,111 at 4% or $240,741 at 6%; with 50% employer match about $240,741 at 4% or $160,494 at 6%; with 100% employer match about $180,556 at 4% or $120,370 at 6%. |
| 2011 | 1 | 10 | $1,618,443 | $125,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $1,618,443 | $125,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2010 | 1 | 10 | $1,437,239 | $125,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $1,437,239 | $125,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2009 | 1 | 10 | $1,277,026 | $120,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $1,277,026 | $120,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2008 | 1 | 10 | $1,080,559 | $115,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $1,080,559 | $115,000 | $11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 8 | - | - | - |
| 2006 | 1 | 8 | $971,849 | $85,000 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 8 | $971,849 | $85,000 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| 2005 | 1 | 8 | $803,511 | $85,000 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 8 | $803,511 | $85,000 | $10,625iApproximate average salary by contribution assumption: employee only about $265,625 at 4% or $177,083 at 6%; with 50% employer match about $177,083 at 4% or $118,056 at 6%; with 100% employer match about $132,813 at 4% or $88,542 at 6%. |
| 2004 | 1 | 8 | $646,611 | $80,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 8 | $646,611 | $80,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2003 | 1 | 10 | $473,965 | $80,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 10 | $473,965 | $80,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2002 | 1 | 6 | $316,294 | $71,265 | $11,878iApproximate average salary by contribution assumption: employee only about $296,938 at 4% or $197,958 at 6%; with 50% employer match about $197,958 at 4% or $131,972 at 6%; with 100% employer match about $148,469 at 4% or $98,979 at 6%. |
| John K. Flaherty & Associates Ltd Profit Sharing | - | 6 | $316,294 | $71,265 | $11,878iApproximate average salary by contribution assumption: employee only about $296,938 at 4% or $197,958 at 6%; with 50% employer match about $197,958 at 4% or $131,972 at 6%; with 100% employer match about $148,469 at 4% or $98,979 at 6%. |