O Grady & Associates Inc.
Plan context: O Grady & Associates Inc. 401K Plan
EIN 16-1559992 • Pittsford, NY • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,252,042
2024 Contributions
$94,876
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,252,042 | $94,876 | $13,554iApproximate average salary by contribution assumption: employee only about $338,843 at 4% or $225,895 at 6%; with 50% employer match about $225,895 at 4% or $150,597 at 6%; with 100% employer match about $169,421 at 4% or $112,948 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 7 | $1,252,042 | $94,876 | $13,554iApproximate average salary by contribution assumption: employee only about $338,843 at 4% or $225,895 at 6%; with 50% employer match about $225,895 at 4% or $150,597 at 6%; with 100% employer match about $169,421 at 4% or $112,948 at 6%. |
| 2023 | 1 | 6 | $1,055,203 | $85,060 | $14,177iApproximate average salary by contribution assumption: employee only about $354,417 at 4% or $236,278 at 6%; with 50% employer match about $236,278 at 4% or $157,519 at 6%; with 100% employer match about $177,208 at 4% or $118,139 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 6 | $1,055,203 | $85,060 | $14,177iApproximate average salary by contribution assumption: employee only about $354,417 at 4% or $236,278 at 6%; with 50% employer match about $236,278 at 4% or $157,519 at 6%; with 100% employer match about $177,208 at 4% or $118,139 at 6%. |
| 2022 | 1 | 5 | $851,678 | $77,706 | $15,541iApproximate average salary by contribution assumption: employee only about $388,530 at 4% or $259,020 at 6%; with 50% employer match about $259,020 at 4% or $172,680 at 6%; with 100% employer match about $194,265 at 4% or $129,510 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 5 | $851,678 | $77,706 | $15,541iApproximate average salary by contribution assumption: employee only about $388,530 at 4% or $259,020 at 6%; with 50% employer match about $259,020 at 4% or $172,680 at 6%; with 100% employer match about $194,265 at 4% or $129,510 at 6%. |
| 2021 | 1 | 5 | $921,272 | $74,314 | $14,863iApproximate average salary by contribution assumption: employee only about $371,570 at 4% or $247,713 at 6%; with 50% employer match about $247,713 at 4% or $165,142 at 6%; with 100% employer match about $185,785 at 4% or $123,857 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 5 | $921,272 | $74,314 | $14,863iApproximate average salary by contribution assumption: employee only about $371,570 at 4% or $247,713 at 6%; with 50% employer match about $247,713 at 4% or $165,142 at 6%; with 100% employer match about $185,785 at 4% or $123,857 at 6%. |
| 2020 | 1 | 3 | $774,784 | $76,052 | $25,351iApproximate average salary by contribution assumption: employee only about $633,767 at 4% or $422,511 at 6%; with 50% employer match about $422,511 at 4% or $281,674 at 6%; with 100% employer match about $316,883 at 4% or $211,256 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 3 | $774,784 | $76,052 | $25,351iApproximate average salary by contribution assumption: employee only about $633,767 at 4% or $422,511 at 6%; with 50% employer match about $422,511 at 4% or $281,674 at 6%; with 100% employer match about $316,883 at 4% or $211,256 at 6%. |
| 2019 | 1 | 4 | $618,410 | $24,454 | $6,114iApproximate average salary by contribution assumption: employee only about $152,838 at 4% or $101,892 at 6%; with 50% employer match about $101,892 at 4% or $67,928 at 6%; with 100% employer match about $76,419 at 4% or $50,946 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 4 | $618,410 | $24,454 | $6,114iApproximate average salary by contribution assumption: employee only about $152,838 at 4% or $101,892 at 6%; with 50% employer match about $101,892 at 4% or $67,928 at 6%; with 100% employer match about $76,419 at 4% or $50,946 at 6%. |
| 2018 | 1 | 4 | $553,013 | $120,789 | $30,197iApproximate average salary by contribution assumption: employee only about $754,931 at 4% or $503,288 at 6%; with 50% employer match about $503,288 at 4% or $335,525 at 6%; with 100% employer match about $377,466 at 4% or $251,644 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 4 | $553,013 | $120,789 | $30,197iApproximate average salary by contribution assumption: employee only about $754,931 at 4% or $503,288 at 6%; with 50% employer match about $503,288 at 4% or $335,525 at 6%; with 100% employer match about $377,466 at 4% or $251,644 at 6%. |
| 2017 | 1 | 6 | $440,329 | $72,644 | $12,107iApproximate average salary by contribution assumption: employee only about $302,683 at 4% or $201,789 at 6%; with 50% employer match about $201,789 at 4% or $134,526 at 6%; with 100% employer match about $151,342 at 4% or $100,894 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 6 | $440,329 | $72,644 | $12,107iApproximate average salary by contribution assumption: employee only about $302,683 at 4% or $201,789 at 6%; with 50% employer match about $201,789 at 4% or $134,526 at 6%; with 100% employer match about $151,342 at 4% or $100,894 at 6%. |
| 2016 | 1 | 5 | $375,270 | $64,205 | $12,841iApproximate average salary by contribution assumption: employee only about $321,025 at 4% or $214,017 at 6%; with 50% employer match about $214,017 at 4% or $142,678 at 6%; with 100% employer match about $160,513 at 4% or $107,008 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 5 | $375,270 | $64,205 | $12,841iApproximate average salary by contribution assumption: employee only about $321,025 at 4% or $214,017 at 6%; with 50% employer match about $214,017 at 4% or $142,678 at 6%; with 100% employer match about $160,513 at 4% or $107,008 at 6%. |
| 2015 | 1 | 7 | $275,511 | $26,659 | $3,808iApproximate average salary by contribution assumption: employee only about $95,211 at 4% or $63,474 at 6%; with 50% employer match about $63,474 at 4% or $42,316 at 6%; with 100% employer match about $47,605 at 4% or $31,737 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 7 | $275,511 | $26,659 | $3,808iApproximate average salary by contribution assumption: employee only about $95,211 at 4% or $63,474 at 6%; with 50% employer match about $63,474 at 4% or $42,316 at 6%; with 100% employer match about $47,605 at 4% or $31,737 at 6%. |
| 2014 | 1 | 6 | $224,000 | $6,975 | $1,163iApproximate average salary by contribution assumption: employee only about $29,063 at 4% or $19,375 at 6%; with 50% employer match about $19,375 at 4% or $12,917 at 6%; with 100% employer match about $14,531 at 4% or $9,688 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 6 | $224,000 | $6,975 | $1,163iApproximate average salary by contribution assumption: employee only about $29,063 at 4% or $19,375 at 6%; with 50% employer match about $19,375 at 4% or $12,917 at 6%; with 100% employer match about $14,531 at 4% or $9,688 at 6%. |
| 2013 | 1 | 4 | $218,532 | $17,364 | $4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 4 | $218,532 | $17,364 | $4,341iApproximate average salary by contribution assumption: employee only about $108,525 at 4% or $72,350 at 6%; with 50% employer match about $72,350 at 4% or $48,233 at 6%; with 100% employer match about $54,263 at 4% or $36,175 at 6%. |
| 2012 | 1 | 3 | $186,708 | $19,347 | $6,449iApproximate average salary by contribution assumption: employee only about $161,225 at 4% or $107,483 at 6%; with 50% employer match about $107,483 at 4% or $71,656 at 6%; with 100% employer match about $80,613 at 4% or $53,742 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 3 | $186,708 | $19,347 | $6,449iApproximate average salary by contribution assumption: employee only about $161,225 at 4% or $107,483 at 6%; with 50% employer match about $107,483 at 4% or $71,656 at 6%; with 100% employer match about $80,613 at 4% or $53,742 at 6%. |
| 2011 | 1 | 2 | $143,905 | $16,666 | $8,333iApproximate average salary by contribution assumption: employee only about $208,325 at 4% or $138,883 at 6%; with 50% employer match about $138,883 at 4% or $92,589 at 6%; with 100% employer match about $104,163 at 4% or $69,442 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 2 | $143,905 | $16,666 | $8,333iApproximate average salary by contribution assumption: employee only about $208,325 at 4% or $138,883 at 6%; with 50% employer match about $138,883 at 4% or $92,589 at 6%; with 100% employer match about $104,163 at 4% or $69,442 at 6%. |
| 2010 | 1 | 2 | $109,570 | $7,078 | $3,539iApproximate average salary by contribution assumption: employee only about $88,475 at 4% or $58,983 at 6%; with 50% employer match about $58,983 at 4% or $39,322 at 6%; with 100% employer match about $44,238 at 4% or $29,492 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 2 | $109,570 | $7,078 | $3,539iApproximate average salary by contribution assumption: employee only about $88,475 at 4% or $58,983 at 6%; with 50% employer match about $58,983 at 4% or $39,322 at 6%; with 100% employer match about $44,238 at 4% or $29,492 at 6%. |
| 2009 | 2 | 2 | $105,260 | $12,137 | $6,069iApproximate average salary by contribution assumption: employee only about $151,713 at 4% or $101,142 at 6%; with 50% employer match about $101,142 at 4% or $67,428 at 6%; with 100% employer match about $75,856 at 4% or $50,571 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 2 | $105,260 | $12,137 | $6,069iApproximate average salary by contribution assumption: employee only about $151,713 at 4% or $101,142 at 6%; with 50% employer match about $101,142 at 4% or $67,428 at 6%; with 100% employer match about $75,856 at 4% or $50,571 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | - | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| O Grady & Associates Inc. 401K Plan | - | 2 | - | - | - |
| 2006 | 1 | 3 | $239,320 | $8,643 | $2,881iApproximate average salary by contribution assumption: employee only about $72,025 at 4% or $48,017 at 6%; with 50% employer match about $48,017 at 4% or $32,011 at 6%; with 100% employer match about $36,013 at 4% or $24,008 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 3 | $239,320 | $8,643 | $2,881iApproximate average salary by contribution assumption: employee only about $72,025 at 4% or $48,017 at 6%; with 50% employer match about $48,017 at 4% or $32,011 at 6%; with 100% employer match about $36,013 at 4% or $24,008 at 6%. |
| 2005 | 1 | 3 | $193,304 | $20,119 | $6,706iApproximate average salary by contribution assumption: employee only about $167,658 at 4% or $111,772 at 6%; with 50% employer match about $111,772 at 4% or $74,515 at 6%; with 100% employer match about $83,829 at 4% or $55,886 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 3 | $193,304 | $20,119 | $6,706iApproximate average salary by contribution assumption: employee only about $167,658 at 4% or $111,772 at 6%; with 50% employer match about $111,772 at 4% or $74,515 at 6%; with 100% employer match about $83,829 at 4% or $55,886 at 6%. |
| 2004 | 1 | 3 | $153,136 | $20,971 | $6,990iApproximate average salary by contribution assumption: employee only about $174,758 at 4% or $116,506 at 6%; with 50% employer match about $116,506 at 4% or $77,670 at 6%; with 100% employer match about $87,379 at 4% or $58,253 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 3 | $153,136 | $20,971 | $6,990iApproximate average salary by contribution assumption: employee only about $174,758 at 4% or $116,506 at 6%; with 50% employer match about $116,506 at 4% or $77,670 at 6%; with 100% employer match about $87,379 at 4% or $58,253 at 6%. |
| 2003 | 1 | 3 | $0 | $0 | - |
| O Grady & Associates Inc. 401K Plan | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| O Grady & Associates Inc. 401K Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| O Grady & Associates Inc. 401K Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| O Grady & Associates Inc. 401K Plan | - | 3 | - | - | - |
| 1999 | 1 | 2 | $14,020 | $14,006 | $7,003iApproximate average salary by contribution assumption: employee only about $175,075 at 4% or $116,717 at 6%; with 50% employer match about $116,717 at 4% or $77,811 at 6%; with 100% employer match about $87,538 at 4% or $58,358 at 6%. |
| O Grady & Associates Inc. 401K Plan | - | 2 | $14,020 | $14,006 | $7,003iApproximate average salary by contribution assumption: employee only about $175,075 at 4% or $116,717 at 6%; with 50% employer match about $116,717 at 4% or $77,811 at 6%; with 100% employer match about $87,538 at 4% or $58,358 at 6%. |