Civic Intelligence

Flaherty & Crumrine Incorporated

Plan context: Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust

EIN 95-3848221 • Pasadena, CA • 26 filings • 4 plans

301 E. Colorado Boulevard Suite 800Pasadena, CA 91101
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$36,792,168

2024 Contributions

$776,093

Historical Graphs

Total Assets Over Time

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

$36,792,168$18,396,084$0199920122024YearValue
$36,792,168Latest year 2024

Participants Over Time

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

25130199920122024YearValue
19Latest 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
2024119$36,792,168$776,093$40,847iApproximate average salary by contribution assumption: employee only about $1,021,175 at 4% or $680,783 at 6%; with 50% employer match about $680,783 at 4% or $453,856 at 6%; with 100% employer match about $510,588 at 4% or $340,392 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-19$36,792,168$776,093$40,847iApproximate average salary by contribution assumption: employee only about $1,021,175 at 4% or $680,783 at 6%; with 50% employer match about $680,783 at 4% or $453,856 at 6%; with 100% employer match about $510,588 at 4% or $340,392 at 6%.
2023120$30,742,169$768,470$38,424iApproximate average salary by contribution assumption: employee only about $960,588 at 4% or $640,392 at 6%; with 50% employer match about $640,392 at 4% or $426,928 at 6%; with 100% employer match about $480,294 at 4% or $320,196 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-20$30,742,169$768,470$38,424iApproximate average salary by contribution assumption: employee only about $960,588 at 4% or $640,392 at 6%; with 50% employer match about $640,392 at 4% or $426,928 at 6%; with 100% employer match about $480,294 at 4% or $320,196 at 6%.
2022120$27,538,554$780,241$39,012iApproximate average salary by contribution assumption: employee only about $975,301 at 4% or $650,201 at 6%; with 50% employer match about $650,201 at 4% or $433,467 at 6%; with 100% employer match about $487,651 at 4% or $325,100 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-20$27,538,554$780,241$39,012iApproximate average salary by contribution assumption: employee only about $975,301 at 4% or $650,201 at 6%; with 50% employer match about $650,201 at 4% or $433,467 at 6%; with 100% employer match about $487,651 at 4% or $325,100 at 6%.
2021121$33,351,841$785,644$37,412iApproximate average salary by contribution assumption: employee only about $935,290 at 4% or $623,527 at 6%; with 50% employer match about $623,527 at 4% or $415,685 at 6%; with 100% employer match about $467,645 at 4% or $311,763 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-21$33,351,841$785,644$37,412iApproximate average salary by contribution assumption: employee only about $935,290 at 4% or $623,527 at 6%; with 50% employer match about $623,527 at 4% or $415,685 at 6%; with 100% employer match about $467,645 at 4% or $311,763 at 6%.
2020122$30,452,647$829,536$37,706iApproximate average salary by contribution assumption: employee only about $942,655 at 4% or $628,436 at 6%; with 50% employer match about $628,436 at 4% or $418,958 at 6%; with 100% employer match about $471,327 at 4% or $314,218 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-22$30,452,647$829,536$37,706iApproximate average salary by contribution assumption: employee only about $942,655 at 4% or $628,436 at 6%; with 50% employer match about $628,436 at 4% or $418,958 at 6%; with 100% employer match about $471,327 at 4% or $314,218 at 6%.
2019123$26,046,352$771,574$33,547iApproximate average salary by contribution assumption: employee only about $838,667 at 4% or $559,112 at 6%; with 50% employer match about $559,112 at 4% or $372,741 at 6%; with 100% employer match about $419,334 at 4% or $279,556 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-23$26,046,352$771,574$33,547iApproximate average salary by contribution assumption: employee only about $838,667 at 4% or $559,112 at 6%; with 50% employer match about $559,112 at 4% or $372,741 at 6%; with 100% employer match about $419,334 at 4% or $279,556 at 6%.
2018122$20,824,302$730,051$33,184iApproximate average salary by contribution assumption: employee only about $829,603 at 4% or $553,069 at 6%; with 50% employer match about $553,069 at 4% or $368,713 at 6%; with 100% employer match about $414,802 at 4% or $276,534 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-22$20,824,302$730,051$33,184iApproximate average salary by contribution assumption: employee only about $829,603 at 4% or $553,069 at 6%; with 50% employer match about $553,069 at 4% or $368,713 at 6%; with 100% employer match about $414,802 at 4% or $276,534 at 6%.
2017123$21,385,755$711,262$30,924iApproximate average salary by contribution assumption: employee only about $773,111 at 4% or $515,407 at 6%; with 50% employer match about $515,407 at 4% or $343,605 at 6%; with 100% employer match about $386,555 at 4% or $257,704 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-23$21,385,755$711,262$30,924iApproximate average salary by contribution assumption: employee only about $773,111 at 4% or $515,407 at 6%; with 50% employer match about $515,407 at 4% or $343,605 at 6%; with 100% employer match about $386,555 at 4% or $257,704 at 6%.
2016124$22,499,283$706,432$29,435iApproximate average salary by contribution assumption: employee only about $735,867 at 4% or $490,578 at 6%; with 50% employer match about $490,578 at 4% or $327,052 at 6%; with 100% employer match about $367,933 at 4% or $245,289 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-24$22,499,283$706,432$29,435iApproximate average salary by contribution assumption: employee only about $735,867 at 4% or $490,578 at 6%; with 50% employer match about $490,578 at 4% or $327,052 at 6%; with 100% employer match about $367,933 at 4% or $245,289 at 6%.
2015125$20,916,401$767,925$30,717iApproximate average salary by contribution assumption: employee only about $767,925 at 4% or $511,950 at 6%; with 50% employer match about $511,950 at 4% or $341,300 at 6%; with 100% employer match about $383,963 at 4% or $255,975 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-25$20,916,401$767,925$30,717iApproximate average salary by contribution assumption: employee only about $767,925 at 4% or $511,950 at 6%; with 50% employer match about $511,950 at 4% or $341,300 at 6%; with 100% employer match about $383,963 at 4% or $255,975 at 6%.
2014125$19,968,894$792,239$31,690iApproximate average salary by contribution assumption: employee only about $792,239 at 4% or $528,159 at 6%; with 50% employer match about $528,159 at 4% or $352,106 at 6%; with 100% employer match about $396,120 at 4% or $264,080 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-25$19,968,894$792,239$31,690iApproximate average salary by contribution assumption: employee only about $792,239 at 4% or $528,159 at 6%; with 50% employer match about $528,159 at 4% or $352,106 at 6%; with 100% employer match about $396,120 at 4% or $264,080 at 6%.
2013125$17,663,232$686,627$27,465iApproximate average salary by contribution assumption: employee only about $686,627 at 4% or $457,751 at 6%; with 50% employer match about $457,751 at 4% or $305,168 at 6%; with 100% employer match about $343,314 at 4% or $228,876 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-25$17,663,232$686,627$27,465iApproximate average salary by contribution assumption: employee only about $686,627 at 4% or $457,751 at 6%; with 50% employer match about $457,751 at 4% or $305,168 at 6%; with 100% employer match about $343,314 at 4% or $228,876 at 6%.
2012124$14,246,310$668,719$27,863iApproximate average salary by contribution assumption: employee only about $696,582 at 4% or $464,388 at 6%; with 50% employer match about $464,388 at 4% or $309,592 at 6%; with 100% employer match about $348,291 at 4% or $232,194 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-24$14,246,310$668,719$27,863iApproximate average salary by contribution assumption: employee only about $696,582 at 4% or $464,388 at 6%; with 50% employer match about $464,388 at 4% or $309,592 at 6%; with 100% employer match about $348,291 at 4% or $232,194 at 6%.
2011124$12,182,707$720,825$30,034iApproximate average salary by contribution assumption: employee only about $750,859 at 4% or $500,573 at 6%; with 50% employer match about $500,573 at 4% or $333,715 at 6%; with 100% employer match about $375,430 at 4% or $250,286 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-24$12,182,707$720,825$30,034iApproximate average salary by contribution assumption: employee only about $750,859 at 4% or $500,573 at 6%; with 50% employer match about $500,573 at 4% or $333,715 at 6%; with 100% employer match about $375,430 at 4% or $250,286 at 6%.
2010122$11,602,656$627,632$28,529iApproximate average salary by contribution assumption: employee only about $713,218 at 4% or $475,479 at 6%; with 50% employer match about $475,479 at 4% or $316,986 at 6%; with 100% employer match about $356,609 at 4% or $237,739 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-22$11,602,656$627,632$28,529iApproximate average salary by contribution assumption: employee only about $713,218 at 4% or $475,479 at 6%; with 50% employer match about $475,479 at 4% or $316,986 at 6%; with 100% employer match about $356,609 at 4% or $237,739 at 6%.
2009121$9,492,953$594,274$28,299iApproximate average salary by contribution assumption: employee only about $707,469 at 4% or $471,646 at 6%; with 50% employer match about $471,646 at 4% or $314,431 at 6%; with 100% employer match about $353,735 at 4% or $235,823 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-21$9,492,953$594,274$28,299iApproximate average salary by contribution assumption: employee only about $707,469 at 4% or $471,646 at 6%; with 50% employer match about $471,646 at 4% or $314,431 at 6%; with 100% employer match about $353,735 at 4% or $235,823 at 6%.
2008117$6,910,624$559,221$32,895iApproximate average salary by contribution assumption: employee only about $822,384 at 4% or $548,256 at 6%; with 50% employer match about $548,256 at 4% or $365,504 at 6%; with 100% employer match about $411,192 at 4% or $274,128 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-17$6,910,624$559,221$32,895iApproximate average salary by contribution assumption: employee only about $822,384 at 4% or $548,256 at 6%; with 50% employer match about $548,256 at 4% or $365,504 at 6%; with 100% employer match about $411,192 at 4% or $274,128 at 6%.
2007116$0$0-
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-16---
2006116$9,282,828$541,464$33,842iApproximate average salary by contribution assumption: employee only about $846,038 at 4% or $564,025 at 6%; with 50% employer match about $564,025 at 4% or $376,017 at 6%; with 100% employer match about $423,019 at 4% or $282,013 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-16$9,282,828$541,464$33,842iApproximate average salary by contribution assumption: employee only about $846,038 at 4% or $564,025 at 6%; with 50% employer match about $564,025 at 4% or $376,017 at 6%; with 100% employer match about $423,019 at 4% or $282,013 at 6%.
2005115$7,679,419$407,310$27,154iApproximate average salary by contribution assumption: employee only about $678,850 at 4% or $452,567 at 6%; with 50% employer match about $452,567 at 4% or $301,711 at 6%; with 100% employer match about $339,425 at 4% or $226,283 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-15$7,679,419$407,310$27,154iApproximate average salary by contribution assumption: employee only about $678,850 at 4% or $452,567 at 6%; with 50% employer match about $452,567 at 4% or $301,711 at 6%; with 100% employer match about $339,425 at 4% or $226,283 at 6%.
2004113$6,964,591$327,106$25,162iApproximate average salary by contribution assumption: employee only about $629,050 at 4% or $419,367 at 6%; with 50% employer match about $419,367 at 4% or $279,578 at 6%; with 100% employer match about $314,525 at 4% or $209,683 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-13$6,964,591$327,106$25,162iApproximate average salary by contribution assumption: employee only about $629,050 at 4% or $419,367 at 6%; with 50% employer match about $419,367 at 4% or $279,578 at 6%; with 100% employer match about $314,525 at 4% or $209,683 at 6%.
2003110$6,052,619$270,367$27,037iApproximate average salary by contribution assumption: employee only about $675,918 at 4% or $450,612 at 6%; with 50% employer match about $450,612 at 4% or $300,408 at 6%; with 100% employer match about $337,959 at 4% or $225,306 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-10$6,052,619$270,367$27,037iApproximate average salary by contribution assumption: employee only about $675,918 at 4% or $450,612 at 6%; with 50% employer match about $450,612 at 4% or $300,408 at 6%; with 100% employer match about $337,959 at 4% or $225,306 at 6%.
200219$4,918,395$0-
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-9$4,918,395--
200110$4,929,829$164,250-
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-0$4,929,829$164,250-
200018$4,561,894$158,925$19,866iApproximate average salary by contribution assumption: employee only about $496,641 at 4% or $331,094 at 6%; with 50% employer match about $331,094 at 4% or $220,729 at 6%; with 100% employer match about $248,320 at 4% or $165,547 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-8$4,561,894$158,925$19,866iApproximate average salary by contribution assumption: employee only about $496,641 at 4% or $331,094 at 6%; with 50% employer match about $331,094 at 4% or $220,729 at 6%; with 100% employer match about $248,320 at 4% or $165,547 at 6%.
199918$4,099,133$148,575$18,572iApproximate average salary by contribution assumption: employee only about $464,297 at 4% or $309,531 at 6%; with 50% employer match about $309,531 at 4% or $206,354 at 6%; with 100% employer match about $232,148 at 4% or $154,766 at 6%.
Flaherty & Crumrine Incorporated Employees Profit Sharing Plan and Trust-8$4,099,133$148,575$18,572iApproximate average salary by contribution assumption: employee only about $464,297 at 4% or $309,531 at 6%; with 50% employer match about $309,531 at 4% or $206,354 at 6%; with 100% employer match about $232,148 at 4% or $154,766 at 6%.