Flaherty & Associates, P.A.
Plan context: Flaherty & Associates, P.A. Retirement Plan
EIN 41-1727482 • Saint Paul, MN • 35 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$5,591,882
2024 Contributions
$358,520
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 | 47 | $5,591,882 | $358,520 | $7,628iApproximate average salary by contribution assumption: employee only about $190,702 at 4% or $127,135 at 6%; with 50% employer match about $127,135 at 4% or $84,757 at 6%; with 100% employer match about $95,351 at 4% or $63,567 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 47 | $5,591,882 | $358,520 | $7,628iApproximate average salary by contribution assumption: employee only about $190,702 at 4% or $127,135 at 6%; with 50% employer match about $127,135 at 4% or $84,757 at 6%; with 100% employer match about $95,351 at 4% or $63,567 at 6%. |
| 2023 | 1 | 40 | $4,590,926 | $289,198 | $7,230iApproximate average salary by contribution assumption: employee only about $180,749 at 4% or $120,499 at 6%; with 50% employer match about $120,499 at 4% or $80,333 at 6%; with 100% employer match about $90,374 at 4% or $60,250 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 40 | $4,590,926 | $289,198 | $7,230iApproximate average salary by contribution assumption: employee only about $180,749 at 4% or $120,499 at 6%; with 50% employer match about $120,499 at 4% or $80,333 at 6%; with 100% employer match about $90,374 at 4% or $60,250 at 6%. |
| 2022 | 1 | 33 | $3,667,670 | $247,384 | $7,496iApproximate average salary by contribution assumption: employee only about $187,412 at 4% or $124,941 at 6%; with 50% employer match about $124,941 at 4% or $83,294 at 6%; with 100% employer match about $93,706 at 4% or $62,471 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 33 | $3,667,670 | $247,384 | $7,496iApproximate average salary by contribution assumption: employee only about $187,412 at 4% or $124,941 at 6%; with 50% employer match about $124,941 at 4% or $83,294 at 6%; with 100% employer match about $93,706 at 4% or $62,471 at 6%. |
| 2021 | 1 | 32 | $4,375,236 | $244,655 | $7,645iApproximate average salary by contribution assumption: employee only about $191,137 at 4% or $127,424 at 6%; with 50% employer match about $127,424 at 4% or $84,950 at 6%; with 100% employer match about $95,568 at 4% or $63,712 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 32 | $4,375,236 | $244,655 | $7,645iApproximate average salary by contribution assumption: employee only about $191,137 at 4% or $127,424 at 6%; with 50% employer match about $127,424 at 4% or $84,950 at 6%; with 100% employer match about $95,568 at 4% or $63,712 at 6%. |
| 2020 | 1 | 30 | $3,499,861 | $215,338 | $7,178iApproximate average salary by contribution assumption: employee only about $179,448 at 4% or $119,632 at 6%; with 50% employer match about $119,632 at 4% or $79,755 at 6%; with 100% employer match about $89,724 at 4% or $59,816 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 30 | $3,499,861 | $215,338 | $7,178iApproximate average salary by contribution assumption: employee only about $179,448 at 4% or $119,632 at 6%; with 50% employer match about $119,632 at 4% or $79,755 at 6%; with 100% employer match about $89,724 at 4% or $59,816 at 6%. |
| 2019 | 1 | 30 | $2,927,861 | $196,422 | $6,547iApproximate average salary by contribution assumption: employee only about $163,685 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,749 at 6%; with 100% employer match about $81,843 at 4% or $54,562 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 30 | $2,927,861 | $196,422 | $6,547iApproximate average salary by contribution assumption: employee only about $163,685 at 4% or $109,123 at 6%; with 50% employer match about $109,123 at 4% or $72,749 at 6%; with 100% employer match about $81,843 at 4% or $54,562 at 6%. |
| 2018 | 1 | 25 | $4,511,579 | $199,407 | $7,976iApproximate average salary by contribution assumption: employee only about $199,407 at 4% or $132,938 at 6%; with 50% employer match about $132,938 at 4% or $88,625 at 6%; with 100% employer match about $99,704 at 4% or $66,469 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 25 | $4,511,579 | $199,407 | $7,976iApproximate average salary by contribution assumption: employee only about $199,407 at 4% or $132,938 at 6%; with 50% employer match about $132,938 at 4% or $88,625 at 6%; with 100% employer match about $99,704 at 4% or $66,469 at 6%. |
| 2017 | 1 | 27 | $4,723,105 | $168,649 | $6,246iApproximate average salary by contribution assumption: employee only about $156,156 at 4% or $104,104 at 6%; with 50% employer match about $104,104 at 4% or $69,403 at 6%; with 100% employer match about $78,078 at 4% or $52,052 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 27 | $4,723,105 | $168,649 | $6,246iApproximate average salary by contribution assumption: employee only about $156,156 at 4% or $104,104 at 6%; with 50% employer match about $104,104 at 4% or $69,403 at 6%; with 100% employer match about $78,078 at 4% or $52,052 at 6%. |
| 2016 | 1 | 25 | $3,946,251 | $143,415 | $5,737iApproximate average salary by contribution assumption: employee only about $143,415 at 4% or $95,610 at 6%; with 50% employer match about $95,610 at 4% or $63,740 at 6%; with 100% employer match about $71,708 at 4% or $47,805 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 25 | $3,946,251 | $143,415 | $5,737iApproximate average salary by contribution assumption: employee only about $143,415 at 4% or $95,610 at 6%; with 50% employer match about $95,610 at 4% or $63,740 at 6%; with 100% employer match about $71,708 at 4% or $47,805 at 6%. |
| 2015 | 1 | 23 | $3,474,142 | $143,334 | $6,232iApproximate average salary by contribution assumption: employee only about $155,798 at 4% or $103,865 at 6%; with 50% employer match about $103,865 at 4% or $69,243 at 6%; with 100% employer match about $77,899 at 4% or $51,933 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 23 | $3,474,142 | $143,334 | $6,232iApproximate average salary by contribution assumption: employee only about $155,798 at 4% or $103,865 at 6%; with 50% employer match about $103,865 at 4% or $69,243 at 6%; with 100% employer match about $77,899 at 4% or $51,933 at 6%. |
| 2014 | 1 | 22 | $4,040,828 | $124,288 | $5,649iApproximate average salary by contribution assumption: employee only about $141,236 at 4% or $94,158 at 6%; with 50% employer match about $94,158 at 4% or $62,772 at 6%; with 100% employer match about $70,618 at 4% or $47,079 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 22 | $4,040,828 | $124,288 | $5,649iApproximate average salary by contribution assumption: employee only about $141,236 at 4% or $94,158 at 6%; with 50% employer match about $94,158 at 4% or $62,772 at 6%; with 100% employer match about $70,618 at 4% or $47,079 at 6%. |
| 2013 | 1 | 21 | $3,682,282 | $118,571 | $5,646iApproximate average salary by contribution assumption: employee only about $141,156 at 4% or $94,104 at 6%; with 50% employer match about $94,104 at 4% or $62,736 at 6%; with 100% employer match about $70,578 at 4% or $47,052 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 21 | $3,682,282 | $118,571 | $5,646iApproximate average salary by contribution assumption: employee only about $141,156 at 4% or $94,104 at 6%; with 50% employer match about $94,104 at 4% or $62,736 at 6%; with 100% employer match about $70,578 at 4% or $47,052 at 6%. |
| 2012 | 1 | 20 | $2,931,616 | $124,248 | $6,212iApproximate average salary by contribution assumption: employee only about $155,310 at 4% or $103,540 at 6%; with 50% employer match about $103,540 at 4% or $69,027 at 6%; with 100% employer match about $77,655 at 4% or $51,770 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 20 | $2,931,616 | $124,248 | $6,212iApproximate average salary by contribution assumption: employee only about $155,310 at 4% or $103,540 at 6%; with 50% employer match about $103,540 at 4% or $69,027 at 6%; with 100% employer match about $77,655 at 4% or $51,770 at 6%. |
| 2011 | 1 | 13 | $2,475,761 | $116,721 | $8,979iApproximate average salary by contribution assumption: employee only about $224,463 at 4% or $149,642 at 6%; with 50% employer match about $149,642 at 4% or $99,762 at 6%; with 100% employer match about $112,232 at 4% or $74,821 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 13 | $2,475,761 | $116,721 | $8,979iApproximate average salary by contribution assumption: employee only about $224,463 at 4% or $149,642 at 6%; with 50% employer match about $149,642 at 4% or $99,762 at 6%; with 100% employer match about $112,232 at 4% or $74,821 at 6%. |
| 2010 | 1 | 13 | $2,474,334 | $142,149 | $10,935iApproximate average salary by contribution assumption: employee only about $273,363 at 4% or $182,242 at 6%; with 50% employer match about $182,242 at 4% or $121,495 at 6%; with 100% employer match about $136,682 at 4% or $91,121 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 13 | $2,474,334 | $142,149 | $10,935iApproximate average salary by contribution assumption: employee only about $273,363 at 4% or $182,242 at 6%; with 50% employer match about $182,242 at 4% or $121,495 at 6%; with 100% employer match about $136,682 at 4% or $91,121 at 6%. |
| 2009 | 1 | 10 | $2,039,395 | $201,879 | $20,188iApproximate average salary by contribution assumption: employee only about $504,698 at 4% or $336,465 at 6%; with 50% employer match about $336,465 at 4% or $224,310 at 6%; with 100% employer match about $252,349 at 4% or $168,233 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 10 | $2,039,395 | $201,879 | $20,188iApproximate average salary by contribution assumption: employee only about $504,698 at 4% or $336,465 at 6%; with 50% employer match about $336,465 at 4% or $224,310 at 6%; with 100% employer match about $252,349 at 4% or $168,233 at 6%. |
| 2008 | 2 | 8 | $1,421,485 | $117,943 | $14,743iApproximate average salary by contribution assumption: employee only about $368,572 at 4% or $245,715 at 6%; with 50% employer match about $245,715 at 4% or $163,810 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 8 | $1,421,485 | $117,943 | $14,743iApproximate average salary by contribution assumption: employee only about $368,572 at 4% or $245,715 at 6%; with 50% employer match about $245,715 at 4% or $163,810 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 0 | - | - | - |
| 2007 | 2 | 11 | $0 | $0 | - |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| Flaherty & Associates, P.A. Retirement Plan | - | 11 | - | - | - |
| 2006 | 2 | 9 | $1,772,201 | $181,778 | $20,198iApproximate average salary by contribution assumption: employee only about $504,939 at 4% or $336,626 at 6%; with 50% employer match about $336,626 at 4% or $224,417 at 6%; with 100% employer match about $252,469 at 4% or $168,313 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 9 | $1,772,201 | $181,778 | $20,198iApproximate average salary by contribution assumption: employee only about $504,939 at 4% or $336,626 at 6%; with 50% employer match about $336,626 at 4% or $224,417 at 6%; with 100% employer match about $252,469 at 4% or $168,313 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| 2005 | 2 | 9 | $1,394,071 | $135,435 | $15,048iApproximate average salary by contribution assumption: employee only about $376,208 at 4% or $250,806 at 6%; with 50% employer match about $250,806 at 4% or $167,204 at 6%; with 100% employer match about $188,104 at 4% or $125,403 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 9 | $1,394,071 | $135,435 | $15,048iApproximate average salary by contribution assumption: employee only about $376,208 at 4% or $250,806 at 6%; with 50% employer match about $250,806 at 4% or $167,204 at 6%; with 100% employer match about $188,104 at 4% or $125,403 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 5 | - | - | - |
| 2004 | 2 | 8 | $1,551,689 | $200,308 | $25,039iApproximate average salary by contribution assumption: employee only about $625,963 at 4% or $417,308 at 6%; with 50% employer match about $417,308 at 4% or $278,206 at 6%; with 100% employer match about $312,981 at 4% or $208,654 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 8 | $1,216,564 | $135,377 | $16,922iApproximate average salary by contribution assumption: employee only about $423,053 at 4% or $282,035 at 6%; with 50% employer match about $282,035 at 4% or $188,024 at 6%; with 100% employer match about $211,527 at 4% or $141,018 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 4 | $335,125 | $64,931 | $16,233iApproximate average salary by contribution assumption: employee only about $405,819 at 4% or $270,546 at 6%; with 50% employer match about $270,546 at 4% or $180,364 at 6%; with 100% employer match about $202,909 at 4% or $135,273 at 6%. |
| 2003 | 2 | 8 | $966,140 | $67,107 | $8,388iApproximate average salary by contribution assumption: employee only about $209,709 at 4% or $139,806 at 6%; with 50% employer match about $139,806 at 4% or $93,204 at 6%; with 100% employer match about $104,855 at 4% or $69,903 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 8 | $966,140 | $67,107 | $8,388iApproximate average salary by contribution assumption: employee only about $209,709 at 4% or $139,806 at 6%; with 50% employer match about $139,806 at 4% or $93,204 at 6%; with 100% employer match about $104,855 at 4% or $69,903 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 5 | - | - | - |
| 2002 | 2 | 7 | $715,265 | $68,730 | $9,819iApproximate average salary by contribution assumption: employee only about $245,464 at 4% or $163,643 at 6%; with 50% employer match about $163,643 at 4% or $109,095 at 6%; with 100% employer match about $122,732 at 4% or $81,821 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 7 | $715,265 | $68,730 | $9,819iApproximate average salary by contribution assumption: employee only about $245,464 at 4% or $163,643 at 6%; with 50% employer match about $163,643 at 4% or $109,095 at 6%; with 100% employer match about $122,732 at 4% or $81,821 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| Flaherty & Associates, P.A. Retirement Plan | - | 6 | - | - | - |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| 2000 | 2 | 6 | $855,331 | $65,978 | $10,996iApproximate average salary by contribution assumption: employee only about $274,908 at 4% or $183,272 at 6%; with 50% employer match about $183,272 at 4% or $122,181 at 6%; with 100% employer match about $137,454 at 4% or $91,636 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 6 | $855,331 | $65,978 | $10,996iApproximate average salary by contribution assumption: employee only about $274,908 at 4% or $183,272 at 6%; with 50% employer match about $183,272 at 4% or $122,181 at 6%; with 100% employer match about $137,454 at 4% or $91,636 at 6%. |
| FLAHERTY & HOOD, P.A. DEFINED BENEFIT PLAN | - | 6 | - | - | - |
| 1999 | 1 | 6 | $948,348 | $62,379 | $10,397iApproximate average salary by contribution assumption: employee only about $259,913 at 4% or $173,275 at 6%; with 50% employer match about $173,275 at 4% or $115,517 at 6%; with 100% employer match about $129,956 at 4% or $86,638 at 6%. |
| Flaherty & Associates, P.A. Retirement Plan | - | 6 | $948,348 | $62,379 | $10,397iApproximate average salary by contribution assumption: employee only about $259,913 at 4% or $173,275 at 6%; with 50% employer match about $173,275 at 4% or $115,517 at 6%; with 100% employer match about $129,956 at 4% or $86,638 at 6%. |