Civic Intelligence

FLAHERTY FINANCIAL SERVICES, INC.

Plan context: FLAHERTY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

EIN 81-0538120 • Missoula, MT • 4 filings • 1 plans

340 E. Central Ave.Missoula, MT 59801
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$517,535

2025 Contributions

$57,450

Historical Graphs

Total Assets Over Time

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

$517,535$258,768$0202220242025YearValue
$517,535Latest year 2025

Participants Over Time

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

210202220242025YearValue
2Latest year 2025

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
202512$517,535$57,450$28,725iApproximate average salary by contribution assumption: employee only about $718,125 at 4% or $478,750 at 6%; with 50% employer match about $478,750 at 4% or $319,167 at 6%; with 100% employer match about $359,063 at 4% or $239,375 at 6%.
FLAHERTY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN-2$517,535$57,450$28,725iApproximate average salary by contribution assumption: employee only about $718,125 at 4% or $478,750 at 6%; with 50% employer match about $478,750 at 4% or $319,167 at 6%; with 100% employer match about $359,063 at 4% or $239,375 at 6%.
202412$376,958$51,469$25,735iApproximate average salary by contribution assumption: employee only about $643,363 at 4% or $428,908 at 6%; with 50% employer match about $428,908 at 4% or $285,939 at 6%; with 100% employer match about $321,681 at 4% or $214,454 at 6%.
FLAHERTY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN-2$376,958$51,469$25,735iApproximate average salary by contribution assumption: employee only about $643,363 at 4% or $428,908 at 6%; with 50% employer match about $428,908 at 4% or $285,939 at 6%; with 100% employer match about $321,681 at 4% or $214,454 at 6%.
202311$282,289$45,176$45,176iApproximate average salary by contribution assumption: employee only about $1,129,400 at 4% or $752,933 at 6%; with 50% employer match about $752,933 at 4% or $501,956 at 6%; with 100% employer match about $564,700 at 4% or $376,467 at 6%.
FLAHERTY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN-1$282,289$45,176$45,176iApproximate average salary by contribution assumption: employee only about $1,129,400 at 4% or $752,933 at 6%; with 50% employer match about $752,933 at 4% or $501,956 at 6%; with 100% employer match about $564,700 at 4% or $376,467 at 6%.
202212$195,552$226,193$113,097iApproximate average salary by contribution assumption: employee only about $2,827,413 at 4% or $1,884,942 at 6%; with 50% employer match about $1,884,942 at 4% or $1,256,628 at 6%; with 100% employer match about $1,413,706 at 4% or $942,471 at 6%.
FLAHERTY FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN-2$195,552$226,193$113,097iApproximate average salary by contribution assumption: employee only about $2,827,413 at 4% or $1,884,942 at 6%; with 50% employer match about $1,884,942 at 4% or $1,256,628 at 6%; with 100% employer match about $1,413,706 at 4% or $942,471 at 6%.