Gallagher Financial Services
Plan context: Gallagher Financial Services 401K Plan
EIN 41-1991950 • North Saint Paul, MN • 13 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$2,028,804
2025 Contributions
$169,818
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 | 18 | $2,028,804 | $169,818 | $9,434iApproximate average salary by contribution assumption: employee only about $235,858 at 4% or $157,239 at 6%; with 50% employer match about $157,239 at 4% or $104,826 at 6%; with 100% employer match about $117,929 at 4% or $78,619 at 6%. |
| Gallagher Financial Services 401K Plan | - | 18 | $2,028,804 | $169,818 | $9,434iApproximate average salary by contribution assumption: employee only about $235,858 at 4% or $157,239 at 6%; with 50% employer match about $157,239 at 4% or $104,826 at 6%; with 100% employer match about $117,929 at 4% or $78,619 at 6%. |
| 2024 | 1 | 16 | $1,568,057 | $130,980 | $8,186iApproximate average salary by contribution assumption: employee only about $204,656 at 4% or $136,438 at 6%; with 50% employer match about $136,438 at 4% or $90,958 at 6%; with 100% employer match about $102,328 at 4% or $68,219 at 6%. |
| Gallagher Financial Services 401K Plan | - | 16 | $1,568,057 | $130,980 | $8,186iApproximate average salary by contribution assumption: employee only about $204,656 at 4% or $136,438 at 6%; with 50% employer match about $136,438 at 4% or $90,958 at 6%; with 100% employer match about $102,328 at 4% or $68,219 at 6%. |
| 2023 | 1 | 14 | $1,213,377 | $103,453 | $7,390iApproximate average salary by contribution assumption: employee only about $184,738 at 4% or $123,158 at 6%; with 50% employer match about $123,158 at 4% or $82,106 at 6%; with 100% employer match about $92,369 at 4% or $61,579 at 6%. |
| Gallagher Financial Services 401K Plan | - | 14 | $1,213,377 | $103,453 | $7,390iApproximate average salary by contribution assumption: employee only about $184,738 at 4% or $123,158 at 6%; with 50% employer match about $123,158 at 4% or $82,106 at 6%; with 100% employer match about $92,369 at 4% or $61,579 at 6%. |
| 2022 | 1 | 14 | $1,292,901 | $118,008 | $8,429iApproximate average salary by contribution assumption: employee only about $210,729 at 4% or $140,486 at 6%; with 50% employer match about $140,486 at 4% or $93,657 at 6%; with 100% employer match about $105,364 at 4% or $70,243 at 6%. |
| Gallagher Financial Services 401K Plan | - | 14 | $1,292,901 | $118,008 | $8,429iApproximate average salary by contribution assumption: employee only about $210,729 at 4% or $140,486 at 6%; with 50% employer match about $140,486 at 4% or $93,657 at 6%; with 100% employer match about $105,364 at 4% or $70,243 at 6%. |
| 2021 | 1 | 12 | $1,476,029 | $351,747 | $29,312iApproximate average salary by contribution assumption: employee only about $732,806 at 4% or $488,538 at 6%; with 50% employer match about $488,538 at 4% or $325,692 at 6%; with 100% employer match about $366,403 at 4% or $244,269 at 6%. |
| Gallagher Financial Services 401K Plan | - | 12 | $1,476,029 | $351,747 | $29,312iApproximate average salary by contribution assumption: employee only about $732,806 at 4% or $488,538 at 6%; with 50% employer match about $488,538 at 4% or $325,692 at 6%; with 100% employer match about $366,403 at 4% or $244,269 at 6%. |
| 2020 | 1 | 10 | $1,022,541 | $133,011 | $13,301iApproximate average salary by contribution assumption: employee only about $332,528 at 4% or $221,685 at 6%; with 50% employer match about $221,685 at 4% or $147,790 at 6%; with 100% employer match about $166,264 at 4% or $110,843 at 6%. |
| Gallagher Financial Services 401K Plan | - | 10 | $1,022,541 | $133,011 | $13,301iApproximate average salary by contribution assumption: employee only about $332,528 at 4% or $221,685 at 6%; with 50% employer match about $221,685 at 4% or $147,790 at 6%; with 100% employer match about $166,264 at 4% or $110,843 at 6%. |
| 2019 | 1 | 8 | $748,360 | $83,975 | $10,497iApproximate average salary by contribution assumption: employee only about $262,422 at 4% or $174,948 at 6%; with 50% employer match about $174,948 at 4% or $116,632 at 6%; with 100% employer match about $131,211 at 4% or $87,474 at 6%. |
| Gallagher Financial Services 401K Plan | - | 8 | $748,360 | $83,975 | $10,497iApproximate average salary by contribution assumption: employee only about $262,422 at 4% or $174,948 at 6%; with 50% employer match about $174,948 at 4% or $116,632 at 6%; with 100% employer match about $131,211 at 4% or $87,474 at 6%. |
| 2018 | 1 | 8 | $513,769 | $81,604 | $10,201iApproximate average salary by contribution assumption: employee only about $255,013 at 4% or $170,008 at 6%; with 50% employer match about $170,008 at 4% or $113,339 at 6%; with 100% employer match about $127,506 at 4% or $85,004 at 6%. |
| Gallagher Financial Services 401K Plan | - | 8 | $513,769 | $81,604 | $10,201iApproximate average salary by contribution assumption: employee only about $255,013 at 4% or $170,008 at 6%; with 50% employer match about $170,008 at 4% or $113,339 at 6%; with 100% employer match about $127,506 at 4% or $85,004 at 6%. |
| 2017 | 1 | 8 | $482,780 | $65,866 | $8,233iApproximate average salary by contribution assumption: employee only about $205,831 at 4% or $137,221 at 6%; with 50% employer match about $137,221 at 4% or $91,481 at 6%; with 100% employer match about $102,916 at 4% or $68,610 at 6%. |
| Gallagher Financial Services 401K Plan | - | 8 | $482,780 | $65,866 | $8,233iApproximate average salary by contribution assumption: employee only about $205,831 at 4% or $137,221 at 6%; with 50% employer match about $137,221 at 4% or $91,481 at 6%; with 100% employer match about $102,916 at 4% or $68,610 at 6%. |
| 2016 | 1 | 8 | $372,662 | $65,475 | $8,184iApproximate average salary by contribution assumption: employee only about $204,609 at 4% or $136,406 at 6%; with 50% employer match about $136,406 at 4% or $90,938 at 6%; with 100% employer match about $102,305 at 4% or $68,203 at 6%. |
| Gallagher Financial Services 401K Plan | - | 8 | $372,662 | $65,475 | $8,184iApproximate average salary by contribution assumption: employee only about $204,609 at 4% or $136,406 at 6%; with 50% employer match about $136,406 at 4% or $90,938 at 6%; with 100% employer match about $102,305 at 4% or $68,203 at 6%. |
| 2015 | 1 | 7 | $264,914 | $164,914 | $23,559iApproximate average salary by contribution assumption: employee only about $588,979 at 4% or $392,652 at 6%; with 50% employer match about $392,652 at 4% or $261,768 at 6%; with 100% employer match about $294,489 at 4% or $196,326 at 6%. |
| Gallagher Financial Services 401K Plan | - | 7 | $264,914 | $164,914 | $23,559iApproximate average salary by contribution assumption: employee only about $588,979 at 4% or $392,652 at 6%; with 50% employer match about $392,652 at 4% or $261,768 at 6%; with 100% employer match about $294,489 at 4% or $196,326 at 6%. |
| 2014 | 1 | 5 | $120,046 | $78,995 | $15,799iApproximate average salary by contribution assumption: employee only about $394,975 at 4% or $263,317 at 6%; with 50% employer match about $263,317 at 4% or $175,544 at 6%; with 100% employer match about $197,488 at 4% or $131,658 at 6%. |
| Gallagher Financial Services 401K Plan | - | 5 | $120,046 | $78,995 | $15,799iApproximate average salary by contribution assumption: employee only about $394,975 at 4% or $263,317 at 6%; with 50% employer match about $263,317 at 4% or $175,544 at 6%; with 100% employer match about $197,488 at 4% or $131,658 at 6%. |
| 2013 | 1 | 5 | $148,511 | $137,137 | $27,427iApproximate average salary by contribution assumption: employee only about $685,685 at 4% or $457,123 at 6%; with 50% employer match about $457,123 at 4% or $304,749 at 6%; with 100% employer match about $342,843 at 4% or $228,562 at 6%. |
| Gallagher Financial Services 401K Plan | - | 5 | $148,511 | $137,137 | $27,427iApproximate average salary by contribution assumption: employee only about $685,685 at 4% or $457,123 at 6%; with 50% employer match about $457,123 at 4% or $304,749 at 6%; with 100% employer match about $342,843 at 4% or $228,562 at 6%. |