Civic Intelligence

PATRICK SHEA INSURANCE SERVICES

Plan context: PATRICK SHEA INSURANCE SERVICES 401K PLAN

EIN 87-1194106 • Pelham, NH • 3 filings • 1 plans

9 Main StreetPelham, NH 03076
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$74,263

2025 Contributions

$32,548

Historical Graphs

Total Assets Over Time

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

$74,263$37,132$0202320242025YearValue
$74,263Latest year 2025

Participants Over Time

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

740202320242025YearValue
7Latest 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
202517$74,263$32,548$4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,663 at 6%; with 100% employer match about $58,121 at 4% or $38,748 at 6%.
PATRICK SHEA INSURANCE SERVICES 401K PLAN-7$74,263$32,548$4,650iApproximate average salary by contribution assumption: employee only about $116,243 at 4% or $77,495 at 6%; with 50% employer match about $77,495 at 4% or $51,663 at 6%; with 100% employer match about $58,121 at 4% or $38,748 at 6%.
202416$33,292$6,171$1,029iApproximate average salary by contribution assumption: employee only about $25,713 at 4% or $17,142 at 6%; with 50% employer match about $17,142 at 4% or $11,428 at 6%; with 100% employer match about $12,856 at 4% or $8,571 at 6%.
PATRICK SHEA INSURANCE SERVICES 401K PLAN-6$33,292$6,171$1,029iApproximate average salary by contribution assumption: employee only about $25,713 at 4% or $17,142 at 6%; with 50% employer match about $17,142 at 4% or $11,428 at 6%; with 100% employer match about $12,856 at 4% or $8,571 at 6%.
202313$29,186$28,306$9,435iApproximate average salary by contribution assumption: employee only about $235,883 at 4% or $157,256 at 6%; with 50% employer match about $157,256 at 4% or $104,837 at 6%; with 100% employer match about $117,942 at 4% or $78,628 at 6%.
PATRICK SHEA INSURANCE SERVICES 401K PLAN-3$29,186$28,306$9,435iApproximate average salary by contribution assumption: employee only about $235,883 at 4% or $157,256 at 6%; with 50% employer match about $157,256 at 4% or $104,837 at 6%; with 100% employer match about $117,942 at 4% or $78,628 at 6%.
PATRICK SHEA INSURANCE SERVICES | EIN 87-1194106 | 2025 Form 5500 Company Profile