Civic Intelligence

JOHN J. GRIMALDI & ASSOCIATES, INC.

Plan context: JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN

EIN 16-1560363 • Buffalo, NY • 7 filings • 1 plans

137 Summer StreetBuffalo, NY 14222
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,945,818

2025 Contributions

$86,832

Historical Graphs

Total Assets Over Time

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

$1,945,818$972,909$0201920222025YearValue
$1,945,818Latest year 2025

Participants Over Time

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

740201920222025YearValue
7Latest year 2025

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
202517$1,945,818$86,832$12,405iApproximate average salary by contribution assumption: employee only about $310,114 at 4% or $206,743 at 6%; with 50% employer match about $206,743 at 4% or $137,829 at 6%; with 100% employer match about $155,057 at 4% or $103,371 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-7$1,945,818$86,832$12,405iApproximate average salary by contribution assumption: employee only about $310,114 at 4% or $206,743 at 6%; with 50% employer match about $206,743 at 4% or $137,829 at 6%; with 100% employer match about $155,057 at 4% or $103,371 at 6%.
202414$1,565,811$86,340$21,585iApproximate average salary by contribution assumption: employee only about $539,625 at 4% or $359,750 at 6%; with 50% employer match about $359,750 at 4% or $239,833 at 6%; with 100% employer match about $269,813 at 4% or $179,875 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-4$1,565,811$86,340$21,585iApproximate average salary by contribution assumption: employee only about $539,625 at 4% or $359,750 at 6%; with 50% employer match about $359,750 at 4% or $239,833 at 6%; with 100% employer match about $269,813 at 4% or $179,875 at 6%.
202314$1,334,206$76,576$19,144iApproximate average salary by contribution assumption: employee only about $478,600 at 4% or $319,067 at 6%; with 50% employer match about $319,067 at 4% or $212,711 at 6%; with 100% employer match about $239,300 at 4% or $159,533 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-4$1,334,206$76,576$19,144iApproximate average salary by contribution assumption: employee only about $478,600 at 4% or $319,067 at 6%; with 50% employer match about $319,067 at 4% or $212,711 at 6%; with 100% employer match about $239,300 at 4% or $159,533 at 6%.
202214$1,103,032$68,402$17,101iApproximate average salary by contribution assumption: employee only about $427,513 at 4% or $285,008 at 6%; with 50% employer match about $285,008 at 4% or $190,006 at 6%; with 100% employer match about $213,756 at 4% or $142,504 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-4$1,103,032$68,402$17,101iApproximate average salary by contribution assumption: employee only about $427,513 at 4% or $285,008 at 6%; with 50% employer match about $285,008 at 4% or $190,006 at 6%; with 100% employer match about $213,756 at 4% or $142,504 at 6%.
202114$1,272,205$69,348$17,337iApproximate average salary by contribution assumption: employee only about $433,425 at 4% or $288,950 at 6%; with 50% employer match about $288,950 at 4% or $192,633 at 6%; with 100% employer match about $216,713 at 4% or $144,475 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-4$1,272,205$69,348$17,337iApproximate average salary by contribution assumption: employee only about $433,425 at 4% or $288,950 at 6%; with 50% employer match about $288,950 at 4% or $192,633 at 6%; with 100% employer match about $216,713 at 4% or $144,475 at 6%.
202015$1,190,283$76,119$15,224iApproximate average salary by contribution assumption: employee only about $380,595 at 4% or $253,730 at 6%; with 50% employer match about $253,730 at 4% or $169,153 at 6%; with 100% employer match about $190,298 at 4% or $126,865 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-5$1,190,283$76,119$15,224iApproximate average salary by contribution assumption: employee only about $380,595 at 4% or $253,730 at 6%; with 50% employer match about $253,730 at 4% or $169,153 at 6%; with 100% employer match about $190,298 at 4% or $126,865 at 6%.
201914$943,670$798,804$199,701iApproximate average salary by contribution assumption: employee only about $4,992,525 at 4% or $3,328,350 at 6%; with 50% employer match about $3,328,350 at 4% or $2,218,900 at 6%; with 100% employer match about $2,496,263 at 4% or $1,664,175 at 6%.
JOHN J. GRIMALDI & ASSOCIATES, INC. 401(K) PLAN-4$943,670$798,804$199,701iApproximate average salary by contribution assumption: employee only about $4,992,525 at 4% or $3,328,350 at 6%; with 50% employer match about $3,328,350 at 4% or $2,218,900 at 6%; with 100% employer match about $2,496,263 at 4% or $1,664,175 at 6%.