Graystone Associates Inc.
Plan context: Graystone Associates Inc. 401K Plan
EIN 04-3548778 • Houston, TX • 19 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$3,857,964
2025 Contributions
$232,351
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 17 | $3,857,964 | $232,351 | $13,668iApproximate average salary by contribution assumption: employee only about $341,693 at 4% or $227,795 at 6%; with 50% employer match about $227,795 at 4% or $151,863 at 6%; with 100% employer match about $170,846 at 4% or $113,898 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 17 | $3,857,964 | $232,351 | $13,668iApproximate average salary by contribution assumption: employee only about $341,693 at 4% or $227,795 at 6%; with 50% employer match about $227,795 at 4% or $151,863 at 6%; with 100% employer match about $170,846 at 4% or $113,898 at 6%. |
| 2024 | 1 | 17 | $3,022,402 | $227,547 | $13,385iApproximate average salary by contribution assumption: employee only about $334,628 at 4% or $223,085 at 6%; with 50% employer match about $223,085 at 4% or $148,724 at 6%; with 100% employer match about $167,314 at 4% or $111,543 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 17 | $3,022,402 | $227,547 | $13,385iApproximate average salary by contribution assumption: employee only about $334,628 at 4% or $223,085 at 6%; with 50% employer match about $223,085 at 4% or $148,724 at 6%; with 100% employer match about $167,314 at 4% or $111,543 at 6%. |
| 2023 | 1 | 16 | $2,500,600 | $275,322 | $17,208iApproximate average salary by contribution assumption: employee only about $430,191 at 4% or $286,794 at 6%; with 50% employer match about $286,794 at 4% or $191,196 at 6%; with 100% employer match about $215,095 at 4% or $143,397 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 16 | $2,500,600 | $275,322 | $17,208iApproximate average salary by contribution assumption: employee only about $430,191 at 4% or $286,794 at 6%; with 50% employer match about $286,794 at 4% or $191,196 at 6%; with 100% employer match about $215,095 at 4% or $143,397 at 6%. |
| 2022 | 1 | 14 | $2,498,653 | $243,680 | $17,406iApproximate average salary by contribution assumption: employee only about $435,143 at 4% or $290,095 at 6%; with 50% employer match about $290,095 at 4% or $193,397 at 6%; with 100% employer match about $217,571 at 4% or $145,048 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 14 | $2,498,653 | $243,680 | $17,406iApproximate average salary by contribution assumption: employee only about $435,143 at 4% or $290,095 at 6%; with 50% employer match about $290,095 at 4% or $193,397 at 6%; with 100% employer match about $217,571 at 4% or $145,048 at 6%. |
| 2021 | 1 | 16 | $2,927,597 | $361,357 | $22,585iApproximate average salary by contribution assumption: employee only about $564,620 at 4% or $376,414 at 6%; with 50% employer match about $376,414 at 4% or $250,942 at 6%; with 100% employer match about $282,310 at 4% or $188,207 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 16 | $2,927,597 | $361,357 | $22,585iApproximate average salary by contribution assumption: employee only about $564,620 at 4% or $376,414 at 6%; with 50% employer match about $376,414 at 4% or $250,942 at 6%; with 100% employer match about $282,310 at 4% or $188,207 at 6%. |
| 2020 | 1 | 15 | $2,407,037 | $214,916 | $14,328iApproximate average salary by contribution assumption: employee only about $358,193 at 4% or $238,796 at 6%; with 50% employer match about $238,796 at 4% or $159,197 at 6%; with 100% employer match about $179,097 at 4% or $119,398 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 15 | $2,407,037 | $214,916 | $14,328iApproximate average salary by contribution assumption: employee only about $358,193 at 4% or $238,796 at 6%; with 50% employer match about $238,796 at 4% or $159,197 at 6%; with 100% employer match about $179,097 at 4% or $119,398 at 6%. |
| 2019 | 1 | 16 | $1,932,361 | $207,157 | $12,947iApproximate average salary by contribution assumption: employee only about $323,683 at 4% or $215,789 at 6%; with 50% employer match about $215,789 at 4% or $143,859 at 6%; with 100% employer match about $161,841 at 4% or $107,894 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 16 | $1,932,361 | $207,157 | $12,947iApproximate average salary by contribution assumption: employee only about $323,683 at 4% or $215,789 at 6%; with 50% employer match about $215,789 at 4% or $143,859 at 6%; with 100% employer match about $161,841 at 4% or $107,894 at 6%. |
| 2018 | 1 | 18 | $1,475,752 | $195,503 | $10,861iApproximate average salary by contribution assumption: employee only about $271,532 at 4% or $181,021 at 6%; with 50% employer match about $181,021 at 4% or $120,681 at 6%; with 100% employer match about $135,766 at 4% or $90,511 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 18 | $1,475,752 | $195,503 | $10,861iApproximate average salary by contribution assumption: employee only about $271,532 at 4% or $181,021 at 6%; with 50% employer match about $181,021 at 4% or $120,681 at 6%; with 100% employer match about $135,766 at 4% or $90,511 at 6%. |
| 2017 | 1 | 19 | $1,427,793 | $183,485 | $9,657iApproximate average salary by contribution assumption: employee only about $241,428 at 4% or $160,952 at 6%; with 50% employer match about $160,952 at 4% or $107,301 at 6%; with 100% employer match about $120,714 at 4% or $80,476 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 19 | $1,427,793 | $183,485 | $9,657iApproximate average salary by contribution assumption: employee only about $241,428 at 4% or $160,952 at 6%; with 50% employer match about $160,952 at 4% or $107,301 at 6%; with 100% employer match about $120,714 at 4% or $80,476 at 6%. |
| 2016 | 1 | 17 | $1,101,006 | $174,974 | $10,293iApproximate average salary by contribution assumption: employee only about $257,315 at 4% or $171,543 at 6%; with 50% employer match about $171,543 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,772 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 17 | $1,101,006 | $174,974 | $10,293iApproximate average salary by contribution assumption: employee only about $257,315 at 4% or $171,543 at 6%; with 50% employer match about $171,543 at 4% or $114,362 at 6%; with 100% employer match about $128,657 at 4% or $85,772 at 6%. |
| 2015 | 1 | 15 | $858,811 | $148,595 | $9,906iApproximate average salary by contribution assumption: employee only about $247,658 at 4% or $165,106 at 6%; with 50% employer match about $165,106 at 4% or $110,070 at 6%; with 100% employer match about $123,829 at 4% or $82,553 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 15 | $858,811 | $148,595 | $9,906iApproximate average salary by contribution assumption: employee only about $247,658 at 4% or $165,106 at 6%; with 50% employer match about $165,106 at 4% or $110,070 at 6%; with 100% employer match about $123,829 at 4% or $82,553 at 6%. |
| 2014 | 1 | 17 | $737,593 | $130,524 | $7,678iApproximate average salary by contribution assumption: employee only about $191,947 at 4% or $127,965 at 6%; with 50% employer match about $127,965 at 4% or $85,310 at 6%; with 100% employer match about $95,974 at 4% or $63,982 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 17 | $737,593 | $130,524 | $7,678iApproximate average salary by contribution assumption: employee only about $191,947 at 4% or $127,965 at 6%; with 50% employer match about $127,965 at 4% or $85,310 at 6%; with 100% employer match about $95,974 at 4% or $63,982 at 6%. |
| 2013 | 1 | 14 | $589,090 | $118,782 | $8,484iApproximate average salary by contribution assumption: employee only about $212,111 at 4% or $141,407 at 6%; with 50% employer match about $141,407 at 4% or $94,271 at 6%; with 100% employer match about $106,055 at 4% or $70,704 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 14 | $589,090 | $118,782 | $8,484iApproximate average salary by contribution assumption: employee only about $212,111 at 4% or $141,407 at 6%; with 50% employer match about $141,407 at 4% or $94,271 at 6%; with 100% employer match about $106,055 at 4% or $70,704 at 6%. |
| 2012 | 1 | 21 | $544,544 | $135,517 | $6,453iApproximate average salary by contribution assumption: employee only about $161,330 at 4% or $107,553 at 6%; with 50% employer match about $107,553 at 4% or $71,702 at 6%; with 100% employer match about $80,665 at 4% or $53,777 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 21 | $544,544 | $135,517 | $6,453iApproximate average salary by contribution assumption: employee only about $161,330 at 4% or $107,553 at 6%; with 50% employer match about $107,553 at 4% or $71,702 at 6%; with 100% employer match about $80,665 at 4% or $53,777 at 6%. |
| 2011 | 1 | 17 | $712,639 | $146,637 | $8,626iApproximate average salary by contribution assumption: employee only about $215,643 at 4% or $143,762 at 6%; with 50% employer match about $143,762 at 4% or $95,841 at 6%; with 100% employer match about $107,821 at 4% or $71,881 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 17 | $712,639 | $146,637 | $8,626iApproximate average salary by contribution assumption: employee only about $215,643 at 4% or $143,762 at 6%; with 50% employer match about $143,762 at 4% or $95,841 at 6%; with 100% employer match about $107,821 at 4% or $71,881 at 6%. |
| 2010 | 1 | 10 | $565,474 | $130,183 | $13,018iApproximate average salary by contribution assumption: employee only about $325,458 at 4% or $216,972 at 6%; with 50% employer match about $216,972 at 4% or $144,648 at 6%; with 100% employer match about $162,729 at 4% or $108,486 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 10 | $565,474 | $130,183 | $13,018iApproximate average salary by contribution assumption: employee only about $325,458 at 4% or $216,972 at 6%; with 50% employer match about $216,972 at 4% or $144,648 at 6%; with 100% employer match about $162,729 at 4% or $108,486 at 6%. |
| 2009 | 2 | 12 | $641,261 | $258,094 | $21,508iApproximate average salary by contribution assumption: employee only about $537,696 at 4% or $358,464 at 6%; with 50% employer match about $358,464 at 4% or $238,976 at 6%; with 100% employer match about $268,848 at 4% or $179,232 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 10 | $426,913 | $137,657 | $13,766iApproximate average salary by contribution assumption: employee only about $344,143 at 4% or $229,428 at 6%; with 50% employer match about $229,428 at 4% or $152,952 at 6%; with 100% employer match about $172,071 at 4% or $114,714 at 6%. |
| Graystone Associates Inc. 401K Plan | - | 12 | $214,348 | $120,437 | $10,036iApproximate average salary by contribution assumption: employee only about $250,910 at 4% or $167,274 at 6%; with 50% employer match about $167,274 at 4% or $111,516 at 6%; with 100% employer match about $125,455 at 4% or $83,637 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Graystone Associates Inc. 401K Plan | - | 0 | - | - | - |