Civic Intelligence

Henry C. Dailey, Jr. PC.

Plan context: Henry C. Dailey, Jr. PC. 401(K) Retirement Plan

EIN 63-1235270 • Birmingham, AL • 34 filings • 7 plans

2217 Cahaba Valley DriveBirmingham, AL 35242
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$756,031

2024 Contributions

$69,126

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$756,031$378,016$0200220132024YearValue
$756,031Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050200220132024YearValue
3Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202413$756,031$69,126$23,042iApproximate average salary by contribution assumption: employee only about $576,050 at 4% or $384,033 at 6%; with 50% employer match about $384,033 at 4% or $256,022 at 6%; with 100% employer match about $288,025 at 4% or $192,017 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-3$756,031$69,126$23,042iApproximate average salary by contribution assumption: employee only about $576,050 at 4% or $384,033 at 6%; with 50% employer match about $384,033 at 4% or $256,022 at 6%; with 100% employer match about $288,025 at 4% or $192,017 at 6%.
202323$678,624$100,259$33,420iApproximate average salary by contribution assumption: employee only about $835,492 at 4% or $556,994 at 6%; with 50% employer match about $556,994 at 4% or $371,330 at 6%; with 100% employer match about $417,746 at 4% or $278,497 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-3$678,624$100,259$33,420iApproximate average salary by contribution assumption: employee only about $835,492 at 4% or $556,994 at 6%; with 50% employer match about $556,994 at 4% or $371,330 at 6%; with 100% employer match about $417,746 at 4% or $278,497 at 6%.
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-0$0$0-
202224$725,119$55,771$13,943iApproximate average salary by contribution assumption: employee only about $348,569 at 4% or $232,379 at 6%; with 50% employer match about $232,379 at 4% or $154,919 at 6%; with 100% employer match about $174,284 at 4% or $116,190 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-2$560,472$55,771$27,886iApproximate average salary by contribution assumption: employee only about $697,138 at 4% or $464,758 at 6%; with 50% employer match about $464,758 at 4% or $309,839 at 6%; with 100% employer match about $348,569 at 4% or $232,379 at 6%.
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-4$164,647$0-
202124$694,016$0-
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-3$504,864$0-
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-4$189,152$0-
202026$698,342$34,831$5,805iApproximate average salary by contribution assumption: employee only about $145,129 at 4% or $96,753 at 6%; with 50% employer match about $96,753 at 4% or $64,502 at 6%; with 100% employer match about $72,565 at 4% or $48,376 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-3$504,515$24,467$8,156iApproximate average salary by contribution assumption: employee only about $203,892 at 4% or $135,928 at 6%; with 50% employer match about $135,928 at 4% or $90,619 at 6%; with 100% employer match about $101,946 at 4% or $67,964 at 6%.
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-6$193,827$10,364$1,727iApproximate average salary by contribution assumption: employee only about $43,183 at 4% or $28,789 at 6%; with 50% employer match about $28,789 at 4% or $19,193 at 6%; with 100% employer match about $21,592 at 4% or $14,394 at 6%.
201926$656,404$12,434$2,072iApproximate average salary by contribution assumption: employee only about $51,808 at 4% or $34,539 at 6%; with 50% employer match about $34,539 at 4% or $23,026 at 6%; with 100% employer match about $25,904 at 4% or $17,269 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-4$479,237--
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-6$177,167$12,434$2,072iApproximate average salary by contribution assumption: employee only about $51,808 at 4% or $34,539 at 6%; with 50% employer match about $34,539 at 4% or $23,026 at 6%; with 100% employer match about $25,904 at 4% or $17,269 at 6%.
2018210$625,421$56,448$5,645iApproximate average salary by contribution assumption: employee only about $141,120 at 4% or $94,080 at 6%; with 50% employer match about $94,080 at 4% or $62,720 at 6%; with 100% employer match about $70,560 at 4% or $47,040 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-3$467,303$54,448$18,149iApproximate average salary by contribution assumption: employee only about $453,733 at 4% or $302,489 at 6%; with 50% employer match about $302,489 at 4% or $201,659 at 6%; with 100% employer match about $226,867 at 4% or $151,244 at 6%.
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-10$158,118$2,000$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
201726$579,622$0-
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-3$416,850--
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-6$162,772$0-
201622$581,806$0-
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-2$418,528--
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-2$163,278$0-
201522$607,855$0-
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-2$444,518--
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-2$163,337$0-
201427$635,828$65,200$9,314iApproximate average salary by contribution assumption: employee only about $232,857 at 4% or $155,238 at 6%; with 50% employer match about $155,238 at 4% or $103,492 at 6%; with 100% employer match about $116,429 at 4% or $77,619 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-7$472,508$62,200$8,886iApproximate average salary by contribution assumption: employee only about $222,143 at 4% or $148,095 at 6%; with 50% employer match about $148,095 at 4% or $98,730 at 6%; with 100% employer match about $111,071 at 4% or $74,048 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-4$163,320$3,000$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
201327$543,891$276,420$39,489iApproximate average salary by contribution assumption: employee only about $987,214 at 4% or $658,143 at 6%; with 50% employer match about $658,143 at 4% or $438,762 at 6%; with 100% employer match about $493,607 at 4% or $329,071 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-7$383,891$116,420$16,631iApproximate average salary by contribution assumption: employee only about $415,786 at 4% or $277,190 at 6%; with 50% employer match about $277,190 at 4% or $184,794 at 6%; with 100% employer match about $207,893 at 4% or $138,595 at 6%.
HENRY C. DAILEY, JR., P.C. CASH BALANCE PLAN-4$160,000$160,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201217$248,088$0-
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-7$248,088--
201117$250,689$8,550$1,221iApproximate average salary by contribution assumption: employee only about $30,536 at 4% or $20,357 at 6%; with 50% employer match about $20,357 at 4% or $13,571 at 6%; with 100% employer match about $15,268 at 4% or $10,179 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-7$250,689$8,550$1,221iApproximate average salary by contribution assumption: employee only about $30,536 at 4% or $20,357 at 6%; with 50% employer match about $20,357 at 4% or $13,571 at 6%; with 100% employer match about $15,268 at 4% or $10,179 at 6%.
201016$253,901$14,170$2,362iApproximate average salary by contribution assumption: employee only about $59,042 at 4% or $39,361 at 6%; with 50% employer match about $39,361 at 4% or $26,241 at 6%; with 100% employer match about $29,521 at 4% or $19,681 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-6$253,901$14,170$2,362iApproximate average salary by contribution assumption: employee only about $59,042 at 4% or $39,361 at 6%; with 50% employer match about $39,361 at 4% or $26,241 at 6%; with 100% employer match about $29,521 at 4% or $19,681 at 6%.
200917$234,880$29,500$4,214iApproximate average salary by contribution assumption: employee only about $105,357 at 4% or $70,238 at 6%; with 50% employer match about $70,238 at 4% or $46,825 at 6%; with 100% employer match about $52,679 at 4% or $35,119 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-7$234,880$29,500$4,214iApproximate average salary by contribution assumption: employee only about $105,357 at 4% or $70,238 at 6%; with 50% employer match about $70,238 at 4% or $46,825 at 6%; with 100% employer match about $52,679 at 4% or $35,119 at 6%.
200815$164,332$43,162$8,632iApproximate average salary by contribution assumption: employee only about $215,810 at 4% or $143,873 at 6%; with 50% employer match about $143,873 at 4% or $95,916 at 6%; with 100% employer match about $107,905 at 4% or $71,937 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-5$164,332$43,162$8,632iApproximate average salary by contribution assumption: employee only about $215,810 at 4% or $143,873 at 6%; with 50% employer match about $143,873 at 4% or $95,916 at 6%; with 100% employer match about $107,905 at 4% or $71,937 at 6%.
200715$309,222$38,434$7,687iApproximate average salary by contribution assumption: employee only about $192,170 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,057 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-5$309,222$38,434$7,687iApproximate average salary by contribution assumption: employee only about $192,170 at 4% or $128,113 at 6%; with 50% employer match about $128,113 at 4% or $85,409 at 6%; with 100% employer match about $96,085 at 4% or $64,057 at 6%.
200615$265,017$32,016$6,403iApproximate average salary by contribution assumption: employee only about $160,080 at 4% or $106,720 at 6%; with 50% employer match about $106,720 at 4% or $71,147 at 6%; with 100% employer match about $80,040 at 4% or $53,360 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-5$265,017$32,016$6,403iApproximate average salary by contribution assumption: employee only about $160,080 at 4% or $106,720 at 6%; with 50% employer match about $106,720 at 4% or $71,147 at 6%; with 100% employer match about $80,040 at 4% or $53,360 at 6%.
200518$215,895$37,112$4,639iApproximate average salary by contribution assumption: employee only about $115,975 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,544 at 6%; with 100% employer match about $57,988 at 4% or $38,658 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-8$215,895$37,112$4,639iApproximate average salary by contribution assumption: employee only about $115,975 at 4% or $77,317 at 6%; with 50% employer match about $77,317 at 4% or $51,544 at 6%; with 100% employer match about $57,988 at 4% or $38,658 at 6%.
200416$165,980$23,018$3,836iApproximate average salary by contribution assumption: employee only about $95,908 at 4% or $63,939 at 6%; with 50% employer match about $63,939 at 4% or $42,626 at 6%; with 100% employer match about $47,954 at 4% or $31,969 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-6$165,980$23,018$3,836iApproximate average salary by contribution assumption: employee only about $95,908 at 4% or $63,939 at 6%; with 50% employer match about $63,939 at 4% or $42,626 at 6%; with 100% employer match about $47,954 at 4% or $31,969 at 6%.
200311$23,033$23,033$23,033iApproximate average salary by contribution assumption: employee only about $575,825 at 4% or $383,883 at 6%; with 50% employer match about $383,883 at 4% or $255,922 at 6%; with 100% employer match about $287,913 at 4% or $191,942 at 6%.
HENRY C. DAILEY, JR. P.C. SINGLE EMPLOYER WELFARE BENEFIT PLAN-1$23,033$23,033$23,033iApproximate average salary by contribution assumption: employee only about $575,825 at 4% or $383,883 at 6%; with 50% employer match about $383,883 at 4% or $255,922 at 6%; with 100% employer match about $287,913 at 4% or $191,942 at 6%.
200215$20,550$20,956$4,191iApproximate average salary by contribution assumption: employee only about $104,780 at 4% or $69,853 at 6%; with 50% employer match about $69,853 at 4% or $46,569 at 6%; with 100% employer match about $52,390 at 4% or $34,927 at 6%.
Henry C. Dailey, Jr. PC. 401(K) Retirement Plan-5$20,550$20,956$4,191iApproximate average salary by contribution assumption: employee only about $104,780 at 4% or $69,853 at 6%; with 50% employer match about $69,853 at 4% or $46,569 at 6%; with 100% employer match about $52,390 at 4% or $34,927 at 6%.
Henry C. Dailey, Jr. PC. | EIN 63-1235270 | 2024 Form 5500 Company Profile