Civic Intelligence

Walsh, Roberts & Grace

Plan context: Walsh, Roberts & Grace Profit Sharing Plan

EIN 16-1237410 • Buffalo, NY • 26 filings • 1 plans

400 Rand Building14 Lafayette SquareBuffalo, NY 14203-1904
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,411,314

2024 Contributions

$53,102

Historical Graphs

Total Assets Over Time

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

$3,411,314$1,705,657$0199920122024YearValue
$3,411,314Latest year 2024

Participants Over Time

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

1580199920122024YearValue
9Latest 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
202419$3,411,314$53,102$5,900iApproximate average salary by contribution assumption: employee only about $147,506 at 4% or $98,337 at 6%; with 50% employer match about $98,337 at 4% or $65,558 at 6%; with 100% employer match about $73,753 at 4% or $49,169 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-9$3,411,314$53,102$5,900iApproximate average salary by contribution assumption: employee only about $147,506 at 4% or $98,337 at 6%; with 50% employer match about $98,337 at 4% or $65,558 at 6%; with 100% employer match about $73,753 at 4% or $49,169 at 6%.
2023110$2,939,739$90,820$9,082iApproximate average salary by contribution assumption: employee only about $227,050 at 4% or $151,367 at 6%; with 50% employer match about $151,367 at 4% or $100,911 at 6%; with 100% employer match about $113,525 at 4% or $75,683 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-10$2,939,739$90,820$9,082iApproximate average salary by contribution assumption: employee only about $227,050 at 4% or $151,367 at 6%; with 50% employer match about $151,367 at 4% or $100,911 at 6%; with 100% employer match about $113,525 at 4% or $75,683 at 6%.
202219$2,517,803$38,243$4,249iApproximate average salary by contribution assumption: employee only about $106,231 at 4% or $70,820 at 6%; with 50% employer match about $70,820 at 4% or $47,214 at 6%; with 100% employer match about $53,115 at 4% or $35,410 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-9$2,517,803$38,243$4,249iApproximate average salary by contribution assumption: employee only about $106,231 at 4% or $70,820 at 6%; with 50% employer match about $70,820 at 4% or $47,214 at 6%; with 100% employer match about $53,115 at 4% or $35,410 at 6%.
2021111$3,160,699$50,681$4,607iApproximate average salary by contribution assumption: employee only about $115,184 at 4% or $76,789 at 6%; with 50% employer match about $76,789 at 4% or $51,193 at 6%; with 100% employer match about $57,592 at 4% or $38,395 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$3,160,699$50,681$4,607iApproximate average salary by contribution assumption: employee only about $115,184 at 4% or $76,789 at 6%; with 50% employer match about $76,789 at 4% or $51,193 at 6%; with 100% employer match about $57,592 at 4% or $38,395 at 6%.
2020110$2,753,974$27,119$2,712iApproximate average salary by contribution assumption: employee only about $67,798 at 4% or $45,198 at 6%; with 50% employer match about $45,198 at 4% or $30,132 at 6%; with 100% employer match about $33,899 at 4% or $22,599 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-10$2,753,974$27,119$2,712iApproximate average salary by contribution assumption: employee only about $67,798 at 4% or $45,198 at 6%; with 50% employer match about $45,198 at 4% or $30,132 at 6%; with 100% employer match about $33,899 at 4% or $22,599 at 6%.
2019111$2,493,263$39,403$3,582iApproximate average salary by contribution assumption: employee only about $89,552 at 4% or $59,702 at 6%; with 50% employer match about $59,702 at 4% or $39,801 at 6%; with 100% employer match about $44,776 at 4% or $29,851 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$2,493,263$39,403$3,582iApproximate average salary by contribution assumption: employee only about $89,552 at 4% or $59,702 at 6%; with 50% employer match about $59,702 at 4% or $39,801 at 6%; with 100% employer match about $44,776 at 4% or $29,851 at 6%.
2018111$2,065,841$69,216$6,292iApproximate average salary by contribution assumption: employee only about $157,309 at 4% or $104,873 at 6%; with 50% employer match about $104,873 at 4% or $69,915 at 6%; with 100% employer match about $78,655 at 4% or $52,436 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$2,065,841$69,216$6,292iApproximate average salary by contribution assumption: employee only about $157,309 at 4% or $104,873 at 6%; with 50% employer match about $104,873 at 4% or $69,915 at 6%; with 100% employer match about $78,655 at 4% or $52,436 at 6%.
2017111$2,089,671$77,523$7,048iApproximate average salary by contribution assumption: employee only about $176,189 at 4% or $117,459 at 6%; with 50% employer match about $117,459 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,730 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$2,089,671$77,523$7,048iApproximate average salary by contribution assumption: employee only about $176,189 at 4% or $117,459 at 6%; with 50% employer match about $117,459 at 4% or $78,306 at 6%; with 100% employer match about $88,094 at 4% or $58,730 at 6%.
2016111$1,813,042$74,043$6,731iApproximate average salary by contribution assumption: employee only about $168,280 at 4% or $112,186 at 6%; with 50% employer match about $112,186 at 4% or $74,791 at 6%; with 100% employer match about $84,140 at 4% or $56,093 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$1,813,042$74,043$6,731iApproximate average salary by contribution assumption: employee only about $168,280 at 4% or $112,186 at 6%; with 50% employer match about $112,186 at 4% or $74,791 at 6%; with 100% employer match about $84,140 at 4% or $56,093 at 6%.
2015111$1,631,694$45,672$4,152iApproximate average salary by contribution assumption: employee only about $103,800 at 4% or $69,200 at 6%; with 50% employer match about $69,200 at 4% or $46,133 at 6%; with 100% employer match about $51,900 at 4% or $34,600 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$1,631,694$45,672$4,152iApproximate average salary by contribution assumption: employee only about $103,800 at 4% or $69,200 at 6%; with 50% employer match about $69,200 at 4% or $46,133 at 6%; with 100% employer match about $51,900 at 4% or $34,600 at 6%.
2014112$1,656,476$66,106$5,509iApproximate average salary by contribution assumption: employee only about $137,721 at 4% or $91,814 at 6%; with 50% employer match about $91,814 at 4% or $61,209 at 6%; with 100% employer match about $68,860 at 4% or $45,907 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-12$1,656,476$66,106$5,509iApproximate average salary by contribution assumption: employee only about $137,721 at 4% or $91,814 at 6%; with 50% employer match about $91,814 at 4% or $61,209 at 6%; with 100% employer match about $68,860 at 4% or $45,907 at 6%.
2013112$1,519,456$53,049$4,421iApproximate average salary by contribution assumption: employee only about $110,519 at 4% or $73,679 at 6%; with 50% employer match about $73,679 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,840 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-12$1,519,456$53,049$4,421iApproximate average salary by contribution assumption: employee only about $110,519 at 4% or $73,679 at 6%; with 50% employer match about $73,679 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,840 at 6%.
2012111$2,085,547$70,061$6,369iApproximate average salary by contribution assumption: employee only about $159,230 at 4% or $106,153 at 6%; with 50% employer match about $106,153 at 4% or $70,769 at 6%; with 100% employer match about $79,615 at 4% or $53,077 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$2,085,547$70,061$6,369iApproximate average salary by contribution assumption: employee only about $159,230 at 4% or $106,153 at 6%; with 50% employer match about $106,153 at 4% or $70,769 at 6%; with 100% employer match about $79,615 at 4% or $53,077 at 6%.
2011112$2,431,803$80,203$6,684iApproximate average salary by contribution assumption: employee only about $167,090 at 4% or $111,393 at 6%; with 50% employer match about $111,393 at 4% or $74,262 at 6%; with 100% employer match about $83,545 at 4% or $55,697 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-12$2,431,803$80,203$6,684iApproximate average salary by contribution assumption: employee only about $167,090 at 4% or $111,393 at 6%; with 50% employer match about $111,393 at 4% or $74,262 at 6%; with 100% employer match about $83,545 at 4% or $55,697 at 6%.
2010112$3,186,359$109,065$9,089iApproximate average salary by contribution assumption: employee only about $227,219 at 4% or $151,479 at 6%; with 50% employer match about $151,479 at 4% or $100,986 at 6%; with 100% employer match about $113,609 at 4% or $75,740 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-12$3,186,359$109,065$9,089iApproximate average salary by contribution assumption: employee only about $227,219 at 4% or $151,479 at 6%; with 50% employer match about $151,479 at 4% or $100,986 at 6%; with 100% employer match about $113,609 at 4% or $75,740 at 6%.
2009111$2,897,623$106,868$9,715iApproximate average salary by contribution assumption: employee only about $242,882 at 4% or $161,921 at 6%; with 50% employer match about $161,921 at 4% or $107,947 at 6%; with 100% employer match about $121,441 at 4% or $80,961 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-11$2,897,623$106,868$9,715iApproximate average salary by contribution assumption: employee only about $242,882 at 4% or $161,921 at 6%; with 50% employer match about $161,921 at 4% or $107,947 at 6%; with 100% employer match about $121,441 at 4% or $80,961 at 6%.
2008112$2,625,835$44,834$3,736iApproximate average salary by contribution assumption: employee only about $93,404 at 4% or $62,269 at 6%; with 50% employer match about $62,269 at 4% or $41,513 at 6%; with 100% employer match about $46,702 at 4% or $31,135 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-12$2,625,835$44,834$3,736iApproximate average salary by contribution assumption: employee only about $93,404 at 4% or $62,269 at 6%; with 50% employer match about $62,269 at 4% or $41,513 at 6%; with 100% employer match about $46,702 at 4% or $31,135 at 6%.
200719$3,045,515$76,374$8,486iApproximate average salary by contribution assumption: employee only about $212,150 at 4% or $141,433 at 6%; with 50% employer match about $141,433 at 4% or $94,289 at 6%; with 100% employer match about $106,075 at 4% or $70,717 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-9$3,045,515$76,374$8,486iApproximate average salary by contribution assumption: employee only about $212,150 at 4% or $141,433 at 6%; with 50% employer match about $141,433 at 4% or $94,289 at 6%; with 100% employer match about $106,075 at 4% or $70,717 at 6%.
2006113$2,798,806$97,874$7,529iApproximate average salary by contribution assumption: employee only about $188,219 at 4% or $125,479 at 6%; with 50% employer match about $125,479 at 4% or $83,653 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-13$2,798,806$97,874$7,529iApproximate average salary by contribution assumption: employee only about $188,219 at 4% or $125,479 at 6%; with 50% employer match about $125,479 at 4% or $83,653 at 6%; with 100% employer match about $94,110 at 4% or $62,740 at 6%.
2005113$2,462,942$119,328$9,179iApproximate average salary by contribution assumption: employee only about $229,477 at 4% or $152,985 at 6%; with 50% employer match about $152,985 at 4% or $101,990 at 6%; with 100% employer match about $114,738 at 4% or $76,492 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-13$2,462,942$119,328$9,179iApproximate average salary by contribution assumption: employee only about $229,477 at 4% or $152,985 at 6%; with 50% employer match about $152,985 at 4% or $101,990 at 6%; with 100% employer match about $114,738 at 4% or $76,492 at 6%.
2004114$2,333,973$121,500$8,679iApproximate average salary by contribution assumption: employee only about $216,964 at 4% or $144,643 at 6%; with 50% employer match about $144,643 at 4% or $96,429 at 6%; with 100% employer match about $108,482 at 4% or $72,321 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-14$2,333,973$121,500$8,679iApproximate average salary by contribution assumption: employee only about $216,964 at 4% or $144,643 at 6%; with 50% employer match about $144,643 at 4% or $96,429 at 6%; with 100% employer match about $108,482 at 4% or $72,321 at 6%.
2003114$2,122,861$124,810$8,915iApproximate average salary by contribution assumption: employee only about $222,875 at 4% or $148,583 at 6%; with 50% employer match about $148,583 at 4% or $99,056 at 6%; with 100% employer match about $111,438 at 4% or $74,292 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-14$2,122,861$124,810$8,915iApproximate average salary by contribution assumption: employee only about $222,875 at 4% or $148,583 at 6%; with 50% employer match about $148,583 at 4% or $99,056 at 6%; with 100% employer match about $111,438 at 4% or $74,292 at 6%.
200219$0$0-
Walsh, Roberts & Grace Profit Sharing Plan-9---
2001115$1,830,654$92,840$6,189iApproximate average salary by contribution assumption: employee only about $154,733 at 4% or $103,156 at 6%; with 50% employer match about $103,156 at 4% or $68,770 at 6%; with 100% employer match about $77,367 at 4% or $51,578 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-15$1,830,654$92,840$6,189iApproximate average salary by contribution assumption: employee only about $154,733 at 4% or $103,156 at 6%; with 50% employer match about $103,156 at 4% or $68,770 at 6%; with 100% employer match about $77,367 at 4% or $51,578 at 6%.
2000113$1,879,793$94,843$7,296iApproximate average salary by contribution assumption: employee only about $182,390 at 4% or $121,594 at 6%; with 50% employer match about $121,594 at 4% or $81,062 at 6%; with 100% employer match about $91,195 at 4% or $60,797 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-13$1,879,793$94,843$7,296iApproximate average salary by contribution assumption: employee only about $182,390 at 4% or $121,594 at 6%; with 50% employer match about $121,594 at 4% or $81,062 at 6%; with 100% employer match about $91,195 at 4% or $60,797 at 6%.
1999114$1,383,223$108,724$7,766iApproximate average salary by contribution assumption: employee only about $194,150 at 4% or $129,433 at 6%; with 50% employer match about $129,433 at 4% or $86,289 at 6%; with 100% employer match about $97,075 at 4% or $64,717 at 6%.
Walsh, Roberts & Grace Profit Sharing Plan-14$1,383,223$108,724$7,766iApproximate average salary by contribution assumption: employee only about $194,150 at 4% or $129,433 at 6%; with 50% employer match about $129,433 at 4% or $86,289 at 6%; with 100% employer match about $97,075 at 4% or $64,717 at 6%.
Walsh, Roberts & Grace | EIN 16-1237410 | 2024 Form 5500 Company Profile