Civic Intelligence

Grassi & Co., Cpas PC.

Plan context: Grassi & Co., Cpas Cash or Deferred Plan and Trust

EIN 11-3266576 • Jericho, NY • 63 filings • 9 plans

50 Jericho QuadrangleSuite 200Jericho, NY 11753
Current Snapshot

Latest Year

2024

2024 Participants

437

2024 Assets

$59,738,177

2024 Contributions

$6,528,395

Historical Graphs

Total Assets Over Time

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

$59,738,177$29,869,089$0199920132024YearValue
$59,738,177Latest year 2024

Participants Over Time

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

4372190199920122024YearValue
437Latest 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
20242437$59,738,177$6,528,395$14,939iApproximate average salary by contribution assumption: employee only about $373,478 at 4% or $248,985 at 6%; with 50% employer match about $248,985 at 4% or $165,990 at 6%; with 100% employer match about $186,739 at 4% or $124,493 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-437$52,505,678$6,528,395$14,939iApproximate average salary by contribution assumption: employee only about $373,478 at 4% or $248,985 at 6%; with 50% employer match about $248,985 at 4% or $165,990 at 6%; with 100% employer match about $186,739 at 4% or $124,493 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-262$7,232,499--
20232418$50,584,276$6,597,695$15,784iApproximate average salary by contribution assumption: employee only about $394,599 at 4% or $263,066 at 6%; with 50% employer match about $263,066 at 4% or $175,377 at 6%; with 100% employer match about $197,299 at 4% or $131,533 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-418$43,426,324$5,597,695$13,392iApproximate average salary by contribution assumption: employee only about $334,790 at 4% or $223,194 at 6%; with 50% employer match about $223,194 at 4% or $148,796 at 6%; with 100% employer match about $167,395 at 4% or $111,597 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-311$7,157,952$1,000,000$3,215iApproximate average salary by contribution assumption: employee only about $80,386 at 4% or $53,591 at 6%; with 50% employer match about $53,591 at 4% or $35,727 at 6%; with 100% employer match about $40,193 at 4% or $26,795 at 6%.
20223385$43,069,058$5,467,323$14,201iApproximate average salary by contribution assumption: employee only about $355,021 at 4% or $236,681 at 6%; with 50% employer match about $236,681 at 4% or $157,787 at 6%; with 100% employer match about $177,510 at 4% or $118,340 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-385$36,918,414$4,432,323$11,513iApproximate average salary by contribution assumption: employee only about $287,813 at 4% or $191,875 at 6%; with 50% employer match about $191,875 at 4% or $127,917 at 6%; with 100% employer match about $143,907 at 4% or $95,938 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-266$6,150,644$1,035,000$3,891iApproximate average salary by contribution assumption: employee only about $97,274 at 4% or $64,850 at 6%; with 50% employer match about $64,850 at 4% or $43,233 at 6%; with 100% employer match about $48,637 at 4% or $32,425 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-355---
20213367$51,302,247$13,363,329$36,412iApproximate average salary by contribution assumption: employee only about $910,309 at 4% or $606,872 at 6%; with 50% employer match about $606,872 at 4% or $404,582 at 6%; with 100% employer match about $455,154 at 4% or $303,436 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-367$41,259,855$12,973,329$35,350iApproximate average salary by contribution assumption: employee only about $883,742 at 4% or $589,161 at 6%; with 50% employer match about $589,161 at 4% or $392,774 at 6%; with 100% employer match about $441,871 at 4% or $294,581 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-267$10,042,392$390,000$1,461iApproximate average salary by contribution assumption: employee only about $36,517 at 4% or $24,345 at 6%; with 50% employer match about $24,345 at 4% or $16,230 at 6%; with 100% employer match about $18,258 at 4% or $12,172 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-225---
20203314$34,113,745$3,285,604$10,464iApproximate average salary by contribution assumption: employee only about $261,593 at 4% or $174,395 at 6%; with 50% employer match about $174,395 at 4% or $116,263 at 6%; with 100% employer match about $130,796 at 4% or $87,198 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-314$25,668,214$2,505,604$7,980iApproximate average salary by contribution assumption: employee only about $199,491 at 4% or $132,994 at 6%; with 50% employer match about $132,994 at 4% or $88,663 at 6%; with 100% employer match about $99,745 at 4% or $66,497 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-228$8,445,531$780,000$3,421iApproximate average salary by contribution assumption: employee only about $85,526 at 4% or $57,018 at 6%; with 50% employer match about $57,018 at 4% or $38,012 at 6%; with 100% employer match about $42,763 at 4% or $28,509 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-265---
20193290$28,176,179$3,909,102$13,480iApproximate average salary by contribution assumption: employee only about $336,992 at 4% or $224,661 at 6%; with 50% employer match about $224,661 at 4% or $149,774 at 6%; with 100% employer match about $168,496 at 4% or $112,331 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-290$21,044,622$3,189,102$10,997iApproximate average salary by contribution assumption: employee only about $274,923 at 4% or $183,282 at 6%; with 50% employer match about $183,282 at 4% or $122,188 at 6%; with 100% employer match about $137,461 at 4% or $91,641 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-191$7,131,557$720,000$3,770iApproximate average salary by contribution assumption: employee only about $94,241 at 4% or $62,827 at 6%; with 50% employer match about $62,827 at 4% or $41,885 at 6%; with 100% employer match about $47,120 at 4% or $31,414 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-243---
20183266$22,129,800$3,119,878$11,729iApproximate average salary by contribution assumption: employee only about $293,222 at 4% or $195,481 at 6%; with 50% employer match about $195,481 at 4% or $130,321 at 6%; with 100% employer match about $146,611 at 4% or $97,741 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-266$16,568,572$2,159,878$8,120iApproximate average salary by contribution assumption: employee only about $202,996 at 4% or $135,331 at 6%; with 50% employer match about $135,331 at 4% or $90,220 at 6%; with 100% employer match about $101,498 at 4% or $67,665 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-204$5,561,228$960,000$4,706iApproximate average salary by contribution assumption: employee only about $117,647 at 4% or $78,431 at 6%; with 50% employer match about $78,431 at 4% or $52,288 at 6%; with 100% employer match about $58,824 at 4% or $39,216 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-223---
20173281$21,466,050$3,958,179$14,086iApproximate average salary by contribution assumption: employee only about $352,151 at 4% or $234,767 at 6%; with 50% employer match about $234,767 at 4% or $156,512 at 6%; with 100% employer match about $176,076 at 4% or $117,384 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-281$16,275,869$3,083,179$10,972iApproximate average salary by contribution assumption: employee only about $274,304 at 4% or $182,869 at 6%; with 50% employer match about $182,869 at 4% or $121,913 at 6%; with 100% employer match about $137,152 at 4% or $91,435 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-194$5,190,181$875,000$4,510iApproximate average salary by contribution assumption: employee only about $112,758 at 4% or $75,172 at 6%; with 50% employer match about $75,172 at 4% or $50,115 at 6%; with 100% employer match about $56,379 at 4% or $37,586 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-208---
20163246$16,522,763$3,025,271$12,298iApproximate average salary by contribution assumption: employee only about $307,446 at 4% or $204,964 at 6%; with 50% employer match about $204,964 at 4% or $136,643 at 6%; with 100% employer match about $153,723 at 4% or $102,482 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-246$12,650,975$2,475,271$10,062iApproximate average salary by contribution assumption: employee only about $251,552 at 4% or $167,701 at 6%; with 50% employer match about $167,701 at 4% or $111,801 at 6%; with 100% employer match about $125,776 at 4% or $83,851 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-158$3,871,788$550,000$3,481iApproximate average salary by contribution assumption: employee only about $87,025 at 4% or $58,017 at 6%; with 50% employer match about $58,017 at 4% or $38,678 at 6%; with 100% employer match about $43,513 at 4% or $29,008 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-157---
20153211$13,120,018$2,117,067$10,033iApproximate average salary by contribution assumption: employee only about $250,837 at 4% or $167,225 at 6%; with 50% employer match about $167,225 at 4% or $111,483 at 6%; with 100% employer match about $125,419 at 4% or $83,612 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-211$9,768,186$1,517,067$7,190iApproximate average salary by contribution assumption: employee only about $179,747 at 4% or $119,832 at 6%; with 50% employer match about $119,832 at 4% or $79,888 at 6%; with 100% employer match about $89,874 at 4% or $59,916 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-126$3,351,832$600,000$4,762iApproximate average salary by contribution assumption: employee only about $119,048 at 4% or $79,365 at 6%; with 50% employer match about $79,365 at 4% or $52,910 at 6%; with 100% employer match about $59,524 at 4% or $39,683 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-137---
20143190$12,541,673$2,860,983$15,058iApproximate average salary by contribution assumption: employee only about $376,445 at 4% or $250,963 at 6%; with 50% employer match about $250,963 at 4% or $167,309 at 6%; with 100% employer match about $188,223 at 4% or $125,482 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-190$9,470,899$2,260,983$11,900iApproximate average salary by contribution assumption: employee only about $297,498 at 4% or $198,332 at 6%; with 50% employer match about $198,332 at 4% or $132,221 at 6%; with 100% employer match about $148,749 at 4% or $99,166 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-117$3,070,774$600,000$5,128iApproximate average salary by contribution assumption: employee only about $128,205 at 4% or $85,470 at 6%; with 50% employer match about $85,470 at 4% or $56,980 at 6%; with 100% employer match about $64,103 at 4% or $42,735 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-128---
20133177$10,376,498$2,091,403$11,816iApproximate average salary by contribution assumption: employee only about $295,396 at 4% or $196,931 at 6%; with 50% employer match about $196,931 at 4% or $131,287 at 6%; with 100% employer match about $147,698 at 4% or $98,465 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-177$7,866,390$1,441,403$8,144iApproximate average salary by contribution assumption: employee only about $203,588 at 4% or $135,725 at 6%; with 50% employer match about $135,725 at 4% or $90,484 at 6%; with 100% employer match about $101,794 at 4% or $67,863 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-104$2,510,108$650,000$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-170---
20123166$7,286,496$1,688,114$10,169iApproximate average salary by contribution assumption: employee only about $254,234 at 4% or $169,489 at 6%; with 50% employer match about $169,489 at 4% or $112,993 at 6%; with 100% employer match about $127,117 at 4% or $84,745 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-166$5,486,560$1,148,114$6,916iApproximate average salary by contribution assumption: employee only about $172,909 at 4% or $115,272 at 6%; with 50% employer match about $115,272 at 4% or $76,848 at 6%; with 100% employer match about $86,454 at 4% or $57,636 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-96$1,799,936$540,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-164---
20113128$5,613,889$942,621$7,364iApproximate average salary by contribution assumption: employee only about $184,106 at 4% or $122,737 at 6%; with 50% employer match about $122,737 at 4% or $81,825 at 6%; with 100% employer match about $92,053 at 4% or $61,369 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-109$4,326,490$542,346$4,976iApproximate average salary by contribution assumption: employee only about $124,391 at 4% or $82,928 at 6%; with 50% employer match about $82,928 at 4% or $55,285 at 6%; with 100% employer match about $62,196 at 4% or $41,464 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-100$1,287,399$400,275$4,003iApproximate average salary by contribution assumption: employee only about $100,069 at 4% or $66,713 at 6%; with 50% employer match about $66,713 at 4% or $44,475 at 6%; with 100% employer match about $50,034 at 4% or $33,356 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-128---
20103149$5,503,261$653,584$4,386iApproximate average salary by contribution assumption: employee only about $109,662 at 4% or $73,108 at 6%; with 50% employer match about $73,108 at 4% or $48,739 at 6%; with 100% employer match about $54,831 at 4% or $36,554 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-149$4,510,360$500,743$3,361iApproximate average salary by contribution assumption: employee only about $84,017 at 4% or $56,012 at 6%; with 50% employer match about $56,012 at 4% or $37,341 at 6%; with 100% employer match about $42,009 at 4% or $28,006 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-94$992,901$152,841$1,626iApproximate average salary by contribution assumption: employee only about $40,649 at 4% or $27,099 at 6%; with 50% employer match about $27,099 at 4% or $18,066 at 6%; with 100% employer match about $20,325 at 4% or $13,550 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-112---
2009394$3,970,136$713,223$7,587iApproximate average salary by contribution assumption: employee only about $189,687 at 4% or $126,458 at 6%; with 50% employer match about $126,458 at 4% or $84,305 at 6%; with 100% employer match about $94,843 at 4% or $63,229 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-88$3,216,909$565,350$6,424iApproximate average salary by contribution assumption: employee only about $160,611 at 4% or $107,074 at 6%; with 50% employer match about $107,074 at 4% or $71,383 at 6%; with 100% employer match about $80,305 at 4% or $53,537 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-88$753,227$147,873$1,680iApproximate average salary by contribution assumption: employee only about $42,009 at 4% or $28,006 at 6%; with 50% employer match about $28,006 at 4% or $18,671 at 6%; with 100% employer match about $21,005 at 4% or $14,003 at 6%.
Grassi and Co. Cpas Health and Welfare Plan-94---
20082105$0$0-
Grassi & Co., Cpas Cash or Deferred Plan and Trust-105---
Grassi & Co. Cpas PC Cash Balance Plan-61---
2007294$0$0-
Grassi & Co., Cpas Cash or Deferred Plan and Trust-94---
Grassi & Co. Cpas PC Cash Balance Plan-55---
2006269$2,935,766$449,139$6,509iApproximate average salary by contribution assumption: employee only about $162,732 at 4% or $108,488 at 6%; with 50% employer match about $108,488 at 4% or $72,325 at 6%; with 100% employer match about $81,366 at 4% or $54,244 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-69$2,480,467$321,267$4,656iApproximate average salary by contribution assumption: employee only about $116,401 at 4% or $77,601 at 6%; with 50% employer match about $77,601 at 4% or $51,734 at 6%; with 100% employer match about $58,201 at 4% or $38,800 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-50$455,299$127,872$2,557iApproximate average salary by contribution assumption: employee only about $63,936 at 4% or $42,624 at 6%; with 50% employer match about $42,624 at 4% or $28,416 at 6%; with 100% employer match about $31,968 at 4% or $21,312 at 6%.
2005267$2,427,691$409,869$6,117iApproximate average salary by contribution assumption: employee only about $152,936 at 4% or $101,957 at 6%; with 50% employer match about $101,957 at 4% or $67,972 at 6%; with 100% employer match about $76,468 at 4% or $50,979 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-67$2,102,481$308,534$4,605iApproximate average salary by contribution assumption: employee only about $115,125 at 4% or $76,750 at 6%; with 50% employer match about $76,750 at 4% or $51,167 at 6%; with 100% employer match about $57,562 at 4% or $38,375 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-50$325,210$101,335$2,027iApproximate average salary by contribution assumption: employee only about $50,668 at 4% or $33,778 at 6%; with 50% employer match about $33,778 at 4% or $22,519 at 6%; with 100% employer match about $25,334 at 4% or $16,889 at 6%.
2004259$2,009,268$345,421$5,855iApproximate average salary by contribution assumption: employee only about $146,365 at 4% or $97,577 at 6%; with 50% employer match about $97,577 at 4% or $65,051 at 6%; with 100% employer match about $73,182 at 4% or $48,788 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-59$1,778,827$250,161$4,240iApproximate average salary by contribution assumption: employee only about $106,000 at 4% or $70,667 at 6%; with 50% employer match about $70,667 at 4% or $47,111 at 6%; with 100% employer match about $53,000 at 4% or $35,333 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-57$230,441$95,260$1,671iApproximate average salary by contribution assumption: employee only about $41,781 at 4% or $27,854 at 6%; with 50% employer match about $27,854 at 4% or $18,569 at 6%; with 100% employer match about $20,890 at 4% or $13,927 at 6%.
2003282$1,602,114$423,460$5,164iApproximate average salary by contribution assumption: employee only about $129,104 at 4% or $86,069 at 6%; with 50% employer match about $86,069 at 4% or $57,379 at 6%; with 100% employer match about $64,552 at 4% or $43,035 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-64$1,459,367$298,772$4,668iApproximate average salary by contribution assumption: employee only about $116,708 at 4% or $77,805 at 6%; with 50% employer match about $77,805 at 4% or $51,870 at 6%; with 100% employer match about $58,354 at 4% or $38,903 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-82$142,747$124,688$1,521iApproximate average salary by contribution assumption: employee only about $38,015 at 4% or $25,343 at 6%; with 50% employer match about $25,343 at 4% or $16,895 at 6%; with 100% employer match about $19,007 at 4% or $12,672 at 6%.
2002284$1,126,176$454,565$5,411iApproximate average salary by contribution assumption: employee only about $135,287 at 4% or $90,191 at 6%; with 50% employer match about $90,191 at 4% or $60,128 at 6%; with 100% employer match about $67,644 at 4% or $45,096 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-84$1,092,187$402,765$4,795iApproximate average salary by contribution assumption: employee only about $119,871 at 4% or $79,914 at 6%; with 50% employer match about $79,914 at 4% or $53,276 at 6%; with 100% employer match about $59,935 at 4% or $39,957 at 6%.
Grassi & Co. Cpas PC Cash Balance Plan-81$33,989$51,800$640iApproximate average salary by contribution assumption: employee only about $15,988 at 4% or $10,658 at 6%; with 50% employer match about $10,658 at 4% or $7,106 at 6%; with 100% employer match about $7,994 at 4% or $5,329 at 6%.
2001189$0$0-
Grassi & Co., Cpas Cash or Deferred Plan and Trust-89---
2000163$692,577$235,323$3,735iApproximate average salary by contribution assumption: employee only about $93,382 at 4% or $62,255 at 6%; with 50% employer match about $62,255 at 4% or $41,503 at 6%; with 100% employer match about $46,691 at 4% or $31,127 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-63$692,577$235,323$3,735iApproximate average salary by contribution assumption: employee only about $93,382 at 4% or $62,255 at 6%; with 50% employer match about $62,255 at 4% or $41,503 at 6%; with 100% employer match about $46,691 at 4% or $31,127 at 6%.
1999152$639,832$193,078$3,713iApproximate average salary by contribution assumption: employee only about $92,826 at 4% or $61,884 at 6%; with 50% employer match about $61,884 at 4% or $41,256 at 6%; with 100% employer match about $46,413 at 4% or $30,942 at 6%.
Grassi & Co., Cpas Cash or Deferred Plan and Trust-52$639,832$193,078$3,713iApproximate average salary by contribution assumption: employee only about $92,826 at 4% or $61,884 at 6%; with 50% employer match about $61,884 at 4% or $41,256 at 6%; with 100% employer match about $46,413 at 4% or $30,942 at 6%.