How big is John K. Flaherty & Associates, Ltd.'s plan?

John K. Flaherty & Associates, Ltd.'s plan reported $3.2M in assets and 7 participants for 2024.

Original filing (PDF)20251003101312NAL0001230593001

John K. Flaherty & Associates, Ltd.

Name: John K. Flaherty & Associates, Ltd. — John K. Flaher, Form 5500 (2024)
Creator: John K. Flaherty & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John K. Flaherty & Associates, Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · John K. Flaherty & Associates, Ltd.'s John K. Flaherty & Associates, Ltd. 401(k) Profit Sharing Plan & Trust held $3.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

William Flaherty signed John K. Flaherty & Associates, Ltd.'s 2024 Form 5500 as plan administrator.

William Flaherty — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

John K. Flaherty & Associates, Ltd.'s EIN is 36-3745114.

EIN 36-3745114

Plan number 001

Plan year 2024

ACK ID 20251003101312NAL0001230593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John K. Flaherty & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John K. Flaherty & Associates, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN K. FLAHERTY & ASSOCIATES, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score