Civic Intelligence

Gray Locey CPA PC

Plan context: Gray Locey CPA PC Retirement & Savings Plan

EIN 20-3359678 • Rochester, NY • 15 filings • 4 plans

140 Allens Creek Road, Suite 1Rochester, NY 14618
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$2,789,388

2022 Contributions

$43,548

Historical Graphs

Total Assets Over Time

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

$5,854,668$2,927,334$0200820152021YearValue
$2,789,388Latest year 2021

Participants Over Time

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

1890200920152021YearValue
3Latest year 2021

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
202210$0$43,548-
Gray Locey CPA PC Retirement & Savings Plan-0$0$43,548-
202113$2,789,388$61,839$20,613iApproximate average salary by contribution assumption: employee only about $515,325 at 4% or $343,550 at 6%; with 50% employer match about $343,550 at 4% or $229,033 at 6%; with 100% employer match about $257,663 at 4% or $171,775 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-3$2,789,388$61,839$20,613iApproximate average salary by contribution assumption: employee only about $515,325 at 4% or $343,550 at 6%; with 50% employer match about $343,550 at 4% or $229,033 at 6%; with 100% employer match about $257,663 at 4% or $171,775 at 6%.
2020115$5,854,668$219,545$14,636iApproximate average salary by contribution assumption: employee only about $365,908 at 4% or $243,939 at 6%; with 50% employer match about $243,939 at 4% or $162,626 at 6%; with 100% employer match about $182,954 at 4% or $121,969 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-15$5,854,668$219,545$14,636iApproximate average salary by contribution assumption: employee only about $365,908 at 4% or $243,939 at 6%; with 50% employer match about $243,939 at 4% or $162,626 at 6%; with 100% employer match about $182,954 at 4% or $121,969 at 6%.
2019118$4,838,720$2,453,480$136,304iApproximate average salary by contribution assumption: employee only about $3,407,611 at 4% or $2,271,741 at 6%; with 50% employer match about $2,271,741 at 4% or $1,514,494 at 6%; with 100% employer match about $1,703,806 at 4% or $1,135,870 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-18$4,838,720$2,453,480$136,304iApproximate average salary by contribution assumption: employee only about $3,407,611 at 4% or $2,271,741 at 6%; with 50% employer match about $2,271,741 at 4% or $1,514,494 at 6%; with 100% employer match about $1,703,806 at 4% or $1,135,870 at 6%.
2018116$1,860,360$247,342$15,459iApproximate average salary by contribution assumption: employee only about $386,472 at 4% or $257,648 at 6%; with 50% employer match about $257,648 at 4% or $171,765 at 6%; with 100% employer match about $193,236 at 4% or $128,824 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-16$1,860,360$247,342$15,459iApproximate average salary by contribution assumption: employee only about $386,472 at 4% or $257,648 at 6%; with 50% employer match about $257,648 at 4% or $171,765 at 6%; with 100% employer match about $193,236 at 4% or $128,824 at 6%.
2017113$1,752,146$185,515$14,270iApproximate average salary by contribution assumption: employee only about $356,760 at 4% or $237,840 at 6%; with 50% employer match about $237,840 at 4% or $158,560 at 6%; with 100% employer match about $178,380 at 4% or $118,920 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-13$1,752,146$185,515$14,270iApproximate average salary by contribution assumption: employee only about $356,760 at 4% or $237,840 at 6%; with 50% employer match about $237,840 at 4% or $158,560 at 6%; with 100% employer match about $178,380 at 4% or $118,920 at 6%.
201619$1,350,701$151,351$16,817iApproximate average salary by contribution assumption: employee only about $420,419 at 4% or $280,280 at 6%; with 50% employer match about $280,280 at 4% or $186,853 at 6%; with 100% employer match about $210,210 at 4% or $140,140 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-9$1,350,701$151,351$16,817iApproximate average salary by contribution assumption: employee only about $420,419 at 4% or $280,280 at 6%; with 50% employer match about $280,280 at 4% or $186,853 at 6%; with 100% employer match about $210,210 at 4% or $140,140 at 6%.
201519$1,105,003$130,303$14,478iApproximate average salary by contribution assumption: employee only about $361,953 at 4% or $241,302 at 6%; with 50% employer match about $241,302 at 4% or $160,868 at 6%; with 100% employer match about $180,976 at 4% or $120,651 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-9$1,105,003$130,303$14,478iApproximate average salary by contribution assumption: employee only about $361,953 at 4% or $241,302 at 6%; with 50% employer match about $241,302 at 4% or $160,868 at 6%; with 100% employer match about $180,976 at 4% or $120,651 at 6%.
201417$969,017$120,280$17,183iApproximate average salary by contribution assumption: employee only about $429,571 at 4% or $286,381 at 6%; with 50% employer match about $286,381 at 4% or $190,921 at 6%; with 100% employer match about $214,786 at 4% or $143,190 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-7$969,017$120,280$17,183iApproximate average salary by contribution assumption: employee only about $429,571 at 4% or $286,381 at 6%; with 50% employer match about $286,381 at 4% or $190,921 at 6%; with 100% employer match about $214,786 at 4% or $143,190 at 6%.
201317$1,028,165$122,392$17,485iApproximate average salary by contribution assumption: employee only about $437,114 at 4% or $291,410 at 6%; with 50% employer match about $291,410 at 4% or $194,273 at 6%; with 100% employer match about $218,557 at 4% or $145,705 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-7$1,028,165$122,392$17,485iApproximate average salary by contribution assumption: employee only about $437,114 at 4% or $291,410 at 6%; with 50% employer match about $291,410 at 4% or $194,273 at 6%; with 100% employer match about $218,557 at 4% or $145,705 at 6%.
201218$773,473$129,266$16,158iApproximate average salary by contribution assumption: employee only about $403,956 at 4% or $269,304 at 6%; with 50% employer match about $269,304 at 4% or $179,536 at 6%; with 100% employer match about $201,978 at 4% or $134,652 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-8$773,473$129,266$16,158iApproximate average salary by contribution assumption: employee only about $403,956 at 4% or $269,304 at 6%; with 50% employer match about $269,304 at 4% or $179,536 at 6%; with 100% employer match about $201,978 at 4% or $134,652 at 6%.
201119$570,518$127,075$14,119iApproximate average salary by contribution assumption: employee only about $352,986 at 4% or $235,324 at 6%; with 50% employer match about $235,324 at 4% or $156,883 at 6%; with 100% employer match about $176,493 at 4% or $117,662 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-9$570,518$127,075$14,119iApproximate average salary by contribution assumption: employee only about $352,986 at 4% or $235,324 at 6%; with 50% employer match about $235,324 at 4% or $156,883 at 6%; with 100% employer match about $176,493 at 4% or $117,662 at 6%.
201018$468,494$118,320$14,790iApproximate average salary by contribution assumption: employee only about $369,750 at 4% or $246,500 at 6%; with 50% employer match about $246,500 at 4% or $164,333 at 6%; with 100% employer match about $184,875 at 4% or $123,250 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-8$468,494$118,320$14,790iApproximate average salary by contribution assumption: employee only about $369,750 at 4% or $246,500 at 6%; with 50% employer match about $246,500 at 4% or $164,333 at 6%; with 100% employer match about $184,875 at 4% or $123,250 at 6%.
200916$312,913$117,933$19,656iApproximate average salary by contribution assumption: employee only about $491,388 at 4% or $327,592 at 6%; with 50% employer match about $327,592 at 4% or $218,394 at 6%; with 100% employer match about $245,694 at 4% or $163,796 at 6%.
Gray Locey CPA PC Retirement & Savings Plan-6$312,913$117,933$19,656iApproximate average salary by contribution assumption: employee only about $491,388 at 4% or $327,592 at 6%; with 50% employer match about $327,592 at 4% or $218,394 at 6%; with 100% employer match about $245,694 at 4% or $163,796 at 6%.
200810$153,548$63,907-
Gray Locey CPA PC Retirement & Savings Plan-0$153,548$63,907-