Daniel J. Streeter PLLC
Plan context: Client Centered Financial 401(K) Plan
EIN 41-1991486 • South Burlington, VT • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$355,393
2025 Contributions
$55,998
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 | 11 | $355,393 | $55,998 | $5,091iApproximate average salary by contribution assumption: employee only about $127,268 at 4% or $84,845 at 6%; with 50% employer match about $84,845 at 4% or $56,564 at 6%; with 100% employer match about $63,634 at 4% or $42,423 at 6%. |
| Client Centered Financial 401(K) Plan | - | 11 | $355,393 | $55,998 | $5,091iApproximate average salary by contribution assumption: employee only about $127,268 at 4% or $84,845 at 6%; with 50% employer match about $84,845 at 4% or $56,564 at 6%; with 100% employer match about $63,634 at 4% or $42,423 at 6%. |
| 2024 | 1 | 13 | $303,564 | $48,326 | $3,717iApproximate average salary by contribution assumption: employee only about $92,935 at 4% or $61,956 at 6%; with 50% employer match about $61,956 at 4% or $41,304 at 6%; with 100% employer match about $46,467 at 4% or $30,978 at 6%. |
| Client Centered Financial 401(K) Plan | - | 13 | $303,564 | $48,326 | $3,717iApproximate average salary by contribution assumption: employee only about $92,935 at 4% or $61,956 at 6%; with 50% employer match about $61,956 at 4% or $41,304 at 6%; with 100% employer match about $46,467 at 4% or $30,978 at 6%. |
| 2023 | 1 | 10 | $210,091 | $51,180 | $5,118iApproximate average salary by contribution assumption: employee only about $127,950 at 4% or $85,300 at 6%; with 50% employer match about $85,300 at 4% or $56,867 at 6%; with 100% employer match about $63,975 at 4% or $42,650 at 6%. |
| Client Centered Financial 401(K) Plan | - | 10 | $210,091 | $51,180 | $5,118iApproximate average salary by contribution assumption: employee only about $127,950 at 4% or $85,300 at 6%; with 50% employer match about $85,300 at 4% or $56,867 at 6%; with 100% employer match about $63,975 at 4% or $42,650 at 6%. |
| 2022 | 1 | 0 | $120,359 | $40,768 | - |
| Client Centered Financial 401(K) Plan | - | 0 | $120,359 | $40,768 | - |
| 2021 | 1 | 8 | $107,464 | $104,281 | $13,035iApproximate average salary by contribution assumption: employee only about $325,878 at 4% or $217,252 at 6%; with 50% employer match about $217,252 at 4% or $144,835 at 6%; with 100% employer match about $162,939 at 4% or $108,626 at 6%. |
| Client Centered Financial 401(K) Plan | - | 8 | $107,464 | $104,281 | $13,035iApproximate average salary by contribution assumption: employee only about $325,878 at 4% or $217,252 at 6%; with 50% employer match about $217,252 at 4% or $144,835 at 6%; with 100% employer match about $162,939 at 4% or $108,626 at 6%. |