Civic Intelligence

The Kerrigan Agency

Plan context: Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust

EIN 95-4313001 • 21 filings • 9 plans

Current Snapshot

Latest Year

2010

2010 Participants

25

2010 Assets

$897,087

2010 Contributions

$25,653

Historical Graphs

Total Assets Over Time

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

$1,057,948$528,974$0199920042009YearValue
$897,087Latest year 2009

Participants Over Time

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

30150199920042009YearValue
25Latest year 2009

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
201010$0$25,653-
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-0-$25,653-
2009125$897,087$24,309$972iApproximate average salary by contribution assumption: employee only about $24,309 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,155 at 4% or $8,103 at 6%.
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-25$897,087$24,309$972iApproximate average salary by contribution assumption: employee only about $24,309 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,155 at 4% or $8,103 at 6%.
2008119$0$0-
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-19---
2007112$0$0-
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-12---
2006115$791,062$95,185$6,346iApproximate average salary by contribution assumption: employee only about $158,642 at 4% or $105,761 at 6%; with 50% employer match about $105,761 at 4% or $70,507 at 6%; with 100% employer match about $79,321 at 4% or $52,881 at 6%.
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-15$791,062$95,185$6,346iApproximate average salary by contribution assumption: employee only about $158,642 at 4% or $105,761 at 6%; with 50% employer match about $105,761 at 4% or $70,507 at 6%; with 100% employer match about $79,321 at 4% or $52,881 at 6%.
2005113$584,730$102,659$7,897iApproximate average salary by contribution assumption: employee only about $197,421 at 4% or $131,614 at 6%; with 50% employer match about $131,614 at 4% or $87,743 at 6%; with 100% employer match about $98,711 at 4% or $65,807 at 6%.
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-13$584,730$102,659$7,897iApproximate average salary by contribution assumption: employee only about $197,421 at 4% or $131,614 at 6%; with 50% employer match about $131,614 at 4% or $87,743 at 6%; with 100% employer match about $98,711 at 4% or $65,807 at 6%.
2004212$514,009$142,276$11,856iApproximate average salary by contribution assumption: employee only about $296,408 at 4% or $197,606 at 6%; with 50% employer match about $197,606 at 4% or $131,737 at 6%; with 100% employer match about $148,204 at 4% or $98,803 at 6%.
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-12$514,009$99,421$8,285iApproximate average salary by contribution assumption: employee only about $207,127 at 4% or $138,085 at 6%; with 50% employer match about $138,085 at 4% or $92,056 at 6%; with 100% employer match about $103,564 at 4% or $69,042 at 6%.
Kerrigan 401K Plan-0-$42,855-
2003224$1,057,948$246,006$10,250iApproximate average salary by contribution assumption: employee only about $256,256 at 4% or $170,838 at 6%; with 50% employer match about $170,838 at 4% or $113,892 at 6%; with 100% employer match about $128,128 at 4% or $85,419 at 6%.
Kerrigan 401K Plan-24$697,970$146,006$6,084iApproximate average salary by contribution assumption: employee only about $152,090 at 4% or $101,393 at 6%; with 50% employer match about $101,393 at 4% or $67,595 at 6%; with 100% employer match about $76,045 at 4% or $50,697 at 6%.
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-14$359,978$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2002316$667,275$178,858$11,179iApproximate average salary by contribution assumption: employee only about $279,466 at 4% or $186,310 at 6%; with 50% employer match about $186,310 at 4% or $124,207 at 6%; with 100% employer match about $139,733 at 4% or $93,155 at 6%.
Kerrigan 401K Plan-16$468,523$80,279$5,017iApproximate average salary by contribution assumption: employee only about $125,436 at 4% or $83,624 at 6%; with 50% employer match about $83,624 at 4% or $55,749 at 6%; with 100% employer match about $62,718 at 4% or $41,812 at 6%.
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-12$198,752$98,579$8,215iApproximate average salary by contribution assumption: employee only about $205,373 at 4% or $136,915 at 6%; with 50% employer match about $136,915 at 4% or $91,277 at 6%; with 100% employer match about $102,686 at 4% or $68,458 at 6%.
The Kerrigan Agency Profit Sharing Plan and Trust-0---
2001318$0$0-
Kerrigan 401K Plan-17---
The Kerrigan Agency Profit Sharing Plan and Trust-18---
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-8---
2000316$0$0-
Kerrigan 401K Plan-16---
The Kerrigan Agency Profit Sharing Plan and Trust-16---
Robert H. Kerrigan, Jr. DBA Strategic Financial Group Defined Benefit Pension Plan and Trust-13---
1999230$340,731$92,163$3,072iApproximate average salary by contribution assumption: employee only about $76,803 at 4% or $51,202 at 6%; with 50% employer match about $51,202 at 4% or $34,134 at 6%; with 100% employer match about $38,401 at 4% or $25,601 at 6%.
Kerrigan 401K Plan-30$186,612$49,536$1,651iApproximate average salary by contribution assumption: employee only about $41,280 at 4% or $27,520 at 6%; with 50% employer match about $27,520 at 4% or $18,347 at 6%; with 100% employer match about $20,640 at 4% or $13,760 at 6%.
The Kerrigan Agency Profit Sharing Plan and Trust-9$154,119$42,627$4,736iApproximate average salary by contribution assumption: employee only about $118,408 at 4% or $78,939 at 6%; with 50% employer match about $78,939 at 4% or $52,626 at 6%; with 100% employer match about $59,204 at 4% or $39,469 at 6%.