Civic Intelligence

Gracetree Investments LLC

Plan context: Gracetree Investments LLC 401(K) Plan

EIN 20-1407748 • Bristol, TN • 17 filings • 2 plans

501 5th St.Bristol, TN 37620
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$611,694

2024 Contributions

$326

Historical Graphs

Total Assets Over Time

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

$1,174,037$587,019$0200820162023YearValue
$611,694Latest year 2023

Participants Over Time

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

530200820162023YearValue
3Latest year 2023

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
202410$0$326-
Gracetree Investments LLC 401(K) Plan-0$0$326-
202313$611,694$692$231iApproximate average salary by contribution assumption: employee only about $5,767 at 4% or $3,844 at 6%; with 50% employer match about $3,844 at 4% or $2,563 at 6%; with 100% employer match about $2,883 at 4% or $1,922 at 6%.
Gracetree Investments LLC 401(K) Plan-3$611,694$692$231iApproximate average salary by contribution assumption: employee only about $5,767 at 4% or $3,844 at 6%; with 50% employer match about $3,844 at 4% or $2,563 at 6%; with 100% employer match about $2,883 at 4% or $1,922 at 6%.
202214$566,546$720$180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%.
Gracetree Investments LLC 401(K) Plan-4$566,546$720$180iApproximate average salary by contribution assumption: employee only about $4,500 at 4% or $3,000 at 6%; with 50% employer match about $3,000 at 4% or $2,000 at 6%; with 100% employer match about $2,250 at 4% or $1,500 at 6%.
202114$1,174,037$789$197iApproximate average salary by contribution assumption: employee only about $4,931 at 4% or $3,288 at 6%; with 50% employer match about $3,288 at 4% or $2,192 at 6%; with 100% employer match about $2,466 at 4% or $1,644 at 6%.
Gracetree Investments LLC 401(K) Plan-4$1,174,037$789$197iApproximate average salary by contribution assumption: employee only about $4,931 at 4% or $3,288 at 6%; with 50% employer match about $3,288 at 4% or $2,192 at 6%; with 100% employer match about $2,466 at 4% or $1,644 at 6%.
202014$1,055,850$20,822$5,206iApproximate average salary by contribution assumption: employee only about $130,138 at 4% or $86,758 at 6%; with 50% employer match about $86,758 at 4% or $57,839 at 6%; with 100% employer match about $65,069 at 4% or $43,379 at 6%.
Gracetree Investments LLC 401(K) Plan-4$1,055,850$20,822$5,206iApproximate average salary by contribution assumption: employee only about $130,138 at 4% or $86,758 at 6%; with 50% employer match about $86,758 at 4% or $57,839 at 6%; with 100% employer match about $65,069 at 4% or $43,379 at 6%.
201914$940,542$25,974$6,494iApproximate average salary by contribution assumption: employee only about $162,338 at 4% or $108,225 at 6%; with 50% employer match about $108,225 at 4% or $72,150 at 6%; with 100% employer match about $81,169 at 4% or $54,113 at 6%.
Gracetree Investments LLC 401(K) Plan-4$940,542$25,974$6,494iApproximate average salary by contribution assumption: employee only about $162,338 at 4% or $108,225 at 6%; with 50% employer match about $108,225 at 4% or $72,150 at 6%; with 100% employer match about $81,169 at 4% or $54,113 at 6%.
201815$791,508$38,973$7,795iApproximate average salary by contribution assumption: employee only about $194,865 at 4% or $129,910 at 6%; with 50% employer match about $129,910 at 4% or $86,607 at 6%; with 100% employer match about $97,433 at 4% or $64,955 at 6%.
Gracetree Investments LLC 401(K) Plan-5$791,508$38,973$7,795iApproximate average salary by contribution assumption: employee only about $194,865 at 4% or $129,910 at 6%; with 50% employer match about $129,910 at 4% or $86,607 at 6%; with 100% employer match about $97,433 at 4% or $64,955 at 6%.
201713$786,520$18,200$6,067iApproximate average salary by contribution assumption: employee only about $151,667 at 4% or $101,111 at 6%; with 50% employer match about $101,111 at 4% or $67,407 at 6%; with 100% employer match about $75,833 at 4% or $50,556 at 6%.
Gracetree Investments LLC 401(K) Plan-3$786,520$18,200$6,067iApproximate average salary by contribution assumption: employee only about $151,667 at 4% or $101,111 at 6%; with 50% employer match about $101,111 at 4% or $67,407 at 6%; with 100% employer match about $75,833 at 4% or $50,556 at 6%.
201613$688,192$20,306$6,769iApproximate average salary by contribution assumption: employee only about $169,217 at 4% or $112,811 at 6%; with 50% employer match about $112,811 at 4% or $75,207 at 6%; with 100% employer match about $84,608 at 4% or $56,406 at 6%.
Gracetree Investments LLC 401(K) Plan-3$688,192$20,306$6,769iApproximate average salary by contribution assumption: employee only about $169,217 at 4% or $112,811 at 6%; with 50% employer match about $112,811 at 4% or $75,207 at 6%; with 100% employer match about $84,608 at 4% or $56,406 at 6%.
201513$628,417$17,175$5,725iApproximate average salary by contribution assumption: employee only about $143,125 at 4% or $95,417 at 6%; with 50% employer match about $95,417 at 4% or $63,611 at 6%; with 100% employer match about $71,563 at 4% or $47,708 at 6%.
Gracetree Investments LLC 401(K) Plan-3$628,417$17,175$5,725iApproximate average salary by contribution assumption: employee only about $143,125 at 4% or $95,417 at 6%; with 50% employer match about $95,417 at 4% or $63,611 at 6%; with 100% employer match about $71,563 at 4% or $47,708 at 6%.
201413$637,438$16,510$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
Gracetree Investments LLC 401(K) Plan-3$637,438$16,510$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
201315$611,092$17,046$3,409iApproximate average salary by contribution assumption: employee only about $85,230 at 4% or $56,820 at 6%; with 50% employer match about $56,820 at 4% or $37,880 at 6%; with 100% employer match about $42,615 at 4% or $28,410 at 6%.
Gracetree Investments LLC 401(K) Plan-5$611,092$17,046$3,409iApproximate average salary by contribution assumption: employee only about $85,230 at 4% or $56,820 at 6%; with 50% employer match about $56,820 at 4% or $37,880 at 6%; with 100% employer match about $42,615 at 4% or $28,410 at 6%.
201215$524,787$411,054$82,211iApproximate average salary by contribution assumption: employee only about $2,055,270 at 4% or $1,370,180 at 6%; with 50% employer match about $1,370,180 at 4% or $913,453 at 6%; with 100% employer match about $1,027,635 at 4% or $685,090 at 6%.
Gracetree Investments LLC 401(K) Plan-5$524,787$411,054$82,211iApproximate average salary by contribution assumption: employee only about $2,055,270 at 4% or $1,370,180 at 6%; with 50% employer match about $1,370,180 at 4% or $913,453 at 6%; with 100% employer match about $1,027,635 at 4% or $685,090 at 6%.
201113$78,065$20,066$6,689iApproximate average salary by contribution assumption: employee only about $167,217 at 4% or $111,478 at 6%; with 50% employer match about $111,478 at 4% or $74,319 at 6%; with 100% employer match about $83,608 at 4% or $55,739 at 6%.
Gracetree Investments LLC 401(K) Plan-3$78,065$20,066$6,689iApproximate average salary by contribution assumption: employee only about $167,217 at 4% or $111,478 at 6%; with 50% employer match about $111,478 at 4% or $74,319 at 6%; with 100% employer match about $83,608 at 4% or $55,739 at 6%.
201014$113,230$20,098$5,025iApproximate average salary by contribution assumption: employee only about $125,613 at 4% or $83,742 at 6%; with 50% employer match about $83,742 at 4% or $55,828 at 6%; with 100% employer match about $62,806 at 4% or $41,871 at 6%.
Gracetree Investments LLC 401(K) Plan-4$113,230$20,098$5,025iApproximate average salary by contribution assumption: employee only about $125,613 at 4% or $83,742 at 6%; with 50% employer match about $83,742 at 4% or $55,828 at 6%; with 100% employer match about $62,806 at 4% or $41,871 at 6%.
200913$84,254$20,191$6,730iApproximate average salary by contribution assumption: employee only about $168,258 at 4% or $112,172 at 6%; with 50% employer match about $112,172 at 4% or $74,781 at 6%; with 100% employer match about $84,129 at 4% or $56,086 at 6%.
Gracetree Investments LLC 401(K) Plan-3$84,254$20,191$6,730iApproximate average salary by contribution assumption: employee only about $168,258 at 4% or $112,172 at 6%; with 50% employer match about $112,172 at 4% or $74,781 at 6%; with 100% employer match about $84,129 at 4% or $56,086 at 6%.
200813$46,194$29,465$9,822iApproximate average salary by contribution assumption: employee only about $245,542 at 4% or $163,694 at 6%; with 50% employer match about $163,694 at 4% or $109,130 at 6%; with 100% employer match about $122,771 at 4% or $81,847 at 6%.
Gracetree Investments LLC 401(K) Plan-3$46,194$29,465$9,822iApproximate average salary by contribution assumption: employee only about $245,542 at 4% or $163,694 at 6%; with 50% employer match about $163,694 at 4% or $109,130 at 6%; with 100% employer match about $122,771 at 4% or $81,847 at 6%.