Galbraith & Co.
Plan context: GALBRAITH & COMPANY, INC. CASH BALANCE PLAN
EIN 20-5507348 • New York, NY • 28 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$1,914,852
2025 Contributions
$372,692
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $1,914,852 | $0 | - |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 13 | $1,914,852 | $0 | - |
| 2024 | 2 | 14 | $5,396,975 | $372,692 | $26,621iApproximate average salary by contribution assumption: employee only about $665,521 at 4% or $443,681 at 6%; with 50% employer match about $443,681 at 4% or $295,787 at 6%; with 100% employer match about $332,761 at 4% or $221,840 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 14 | $3,723,177 | $272,692 | $19,478iApproximate average salary by contribution assumption: employee only about $486,950 at 4% or $324,633 at 6%; with 50% employer match about $324,633 at 4% or $216,422 at 6%; with 100% employer match about $243,475 at 4% or $162,317 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 13 | $1,673,798 | $100,000 | $7,692iApproximate average salary by contribution assumption: employee only about $192,308 at 4% or $128,205 at 6%; with 50% employer match about $128,205 at 4% or $85,470 at 6%; with 100% employer match about $96,154 at 4% or $64,103 at 6%. |
| 2023 | 2 | 16 | $4,449,374 | $473,444 | $29,590iApproximate average salary by contribution assumption: employee only about $739,756 at 4% or $493,171 at 6%; with 50% employer match about $493,171 at 4% or $328,781 at 6%; with 100% employer match about $369,878 at 4% or $246,585 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 16 | $3,025,192 | $223,444 | $13,965iApproximate average salary by contribution assumption: employee only about $349,131 at 4% or $232,754 at 6%; with 50% employer match about $232,754 at 4% or $155,169 at 6%; with 100% employer match about $174,566 at 4% or $116,377 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 12 | $1,424,182 | $250,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| 2022 | 2 | 14 | $3,370,042 | $473,493 | $33,821iApproximate average salary by contribution assumption: employee only about $845,523 at 4% or $563,682 at 6%; with 50% employer match about $563,682 at 4% or $375,788 at 6%; with 100% employer match about $422,762 at 4% or $281,841 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 14 | $2,322,860 | $173,493 | $12,392iApproximate average salary by contribution assumption: employee only about $309,809 at 4% or $206,539 at 6%; with 50% employer match about $206,539 at 4% or $137,693 at 6%; with 100% employer match about $154,904 at 4% or $103,270 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 10 | $1,047,182 | $300,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2021 | 2 | 14 | $3,712,322 | $252,530 | $18,038iApproximate average salary by contribution assumption: employee only about $450,946 at 4% or $300,631 at 6%; with 50% employer match about $300,631 at 4% or $200,421 at 6%; with 100% employer match about $225,473 at 4% or $150,315 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 14 | $2,847,070 | $127,530 | $9,109iApproximate average salary by contribution assumption: employee only about $227,732 at 4% or $151,821 at 6%; with 50% employer match about $151,821 at 4% or $101,214 at 6%; with 100% employer match about $113,866 at 4% or $75,911 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 9 | $865,252 | $125,000 | $13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%. |
| 2020 | 2 | 14 | $3,078,187 | $189,561 | $13,540iApproximate average salary by contribution assumption: employee only about $338,502 at 4% or $225,668 at 6%; with 50% employer match about $225,668 at 4% or $150,445 at 6%; with 100% employer match about $169,251 at 4% or $112,834 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 14 | $2,409,689 | $113,306 | $8,093iApproximate average salary by contribution assumption: employee only about $202,332 at 4% or $134,888 at 6%; with 50% employer match about $134,888 at 4% or $89,925 at 6%; with 100% employer match about $101,166 at 4% or $67,444 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 11 | $668,498 | $76,255 | $6,932iApproximate average salary by contribution assumption: employee only about $173,307 at 4% or $115,538 at 6%; with 50% employer match about $115,538 at 4% or $77,025 at 6%; with 100% employer match about $86,653 at 4% or $57,769 at 6%. |
| 2019 | 2 | 14 | $2,696,505 | $329,983 | $23,570iApproximate average salary by contribution assumption: employee only about $589,255 at 4% or $392,837 at 6%; with 50% employer match about $392,837 at 4% or $261,891 at 6%; with 100% employer match about $294,628 at 4% or $196,418 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 14 | $2,168,085 | $177,622 | $12,687iApproximate average salary by contribution assumption: employee only about $317,182 at 4% or $211,455 at 6%; with 50% employer match about $211,455 at 4% or $140,970 at 6%; with 100% employer match about $158,591 at 4% or $105,727 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 10 | $528,420 | $152,361 | $15,236iApproximate average salary by contribution assumption: employee only about $380,903 at 4% or $253,935 at 6%; with 50% employer match about $253,935 at 4% or $169,290 at 6%; with 100% employer match about $190,451 at 4% or $126,968 at 6%. |
| 2018 | 2 | 12 | $1,959,009 | $342,121 | $28,510iApproximate average salary by contribution assumption: employee only about $712,752 at 4% or $475,168 at 6%; with 50% employer match about $475,168 at 4% or $316,779 at 6%; with 100% employer match about $356,376 at 4% or $237,584 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 12 | $1,621,858 | $172,810 | $14,401iApproximate average salary by contribution assumption: employee only about $360,021 at 4% or $240,014 at 6%; with 50% employer match about $240,014 at 4% or $160,009 at 6%; with 100% employer match about $180,010 at 4% or $120,007 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 12 | $337,151 | $169,311 | $14,109iApproximate average salary by contribution assumption: employee only about $352,731 at 4% or $235,154 at 6%; with 50% employer match about $235,154 at 4% or $156,769 at 6%; with 100% employer match about $176,366 at 4% or $117,577 at 6%. |
| 2017 | 2 | 12 | $1,732,259 | $380,077 | $31,673iApproximate average salary by contribution assumption: employee only about $791,827 at 4% or $527,885 at 6%; with 50% employer match about $527,885 at 4% or $351,923 at 6%; with 100% employer match about $395,914 at 4% or $263,942 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 12 | $1,550,196 | $198,014 | $16,501iApproximate average salary by contribution assumption: employee only about $412,529 at 4% or $275,019 at 6%; with 50% employer match about $275,019 at 4% or $183,346 at 6%; with 100% employer match about $206,265 at 4% or $137,510 at 6%. |
| GALBRAITH & COMPANY, INC. CASH BALANCE PLAN | - | 10 | $182,063 | $182,063 | $18,206iApproximate average salary by contribution assumption: employee only about $455,158 at 4% or $303,438 at 6%; with 50% employer match about $303,438 at 4% or $202,292 at 6%; with 100% employer match about $227,579 at 4% or $151,719 at 6%. |
| 2016 | 1 | 12 | $1,199,286 | $147,060 | $12,255iApproximate average salary by contribution assumption: employee only about $306,375 at 4% or $204,250 at 6%; with 50% employer match about $204,250 at 4% or $136,167 at 6%; with 100% employer match about $153,188 at 4% or $102,125 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 12 | $1,199,286 | $147,060 | $12,255iApproximate average salary by contribution assumption: employee only about $306,375 at 4% or $204,250 at 6%; with 50% employer match about $204,250 at 4% or $136,167 at 6%; with 100% employer match about $153,188 at 4% or $102,125 at 6%. |
| 2015 | 1 | 9 | $984,300 | $249,906 | $27,767iApproximate average salary by contribution assumption: employee only about $694,183 at 4% or $462,789 at 6%; with 50% employer match about $462,789 at 4% or $308,526 at 6%; with 100% employer match about $347,092 at 4% or $231,394 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 9 | $984,300 | $249,906 | $27,767iApproximate average salary by contribution assumption: employee only about $694,183 at 4% or $462,789 at 6%; with 50% employer match about $462,789 at 4% or $308,526 at 6%; with 100% employer match about $347,092 at 4% or $231,394 at 6%. |
| 2014 | 2 | 8 | $743,943 | $118,312 | $14,789iApproximate average salary by contribution assumption: employee only about $369,725 at 4% or $246,483 at 6%; with 50% employer match about $246,483 at 4% or $164,322 at 6%; with 100% employer match about $184,863 at 4% or $123,242 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 8 | $743,943 | $118,312 | $14,789iApproximate average salary by contribution assumption: employee only about $369,725 at 4% or $246,483 at 6%; with 50% employer match about $246,483 at 4% or $164,322 at 6%; with 100% employer match about $184,863 at 4% or $123,242 at 6%. |
| GALBRAITH & CO. PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2013 | 2 | 7 | $601,810 | $137,730 | $19,676iApproximate average salary by contribution assumption: employee only about $491,893 at 4% or $327,929 at 6%; with 50% employer match about $327,929 at 4% or $218,619 at 6%; with 100% employer match about $245,946 at 4% or $163,964 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 7 | $562,504 | $98,424 | $14,061iApproximate average salary by contribution assumption: employee only about $351,514 at 4% or $234,343 at 6%; with 50% employer match about $234,343 at 4% or $156,229 at 6%; with 100% employer match about $175,757 at 4% or $117,171 at 6%. |
| GALBRAITH & CO. PROFIT SHARING PLAN | - | 7 | $39,306 | $39,306 | $5,615iApproximate average salary by contribution assumption: employee only about $140,379 at 4% or $93,586 at 6%; with 50% employer match about $93,586 at 4% or $62,390 at 6%; with 100% employer match about $70,189 at 4% or $46,793 at 6%. |
| 2012 | 1 | 4 | $390,318 | $107,415 | $26,854iApproximate average salary by contribution assumption: employee only about $671,344 at 4% or $447,563 at 6%; with 50% employer match about $447,563 at 4% or $298,375 at 6%; with 100% employer match about $335,672 at 4% or $223,781 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 4 | $390,318 | $107,415 | $26,854iApproximate average salary by contribution assumption: employee only about $671,344 at 4% or $447,563 at 6%; with 50% employer match about $447,563 at 4% or $298,375 at 6%; with 100% employer match about $335,672 at 4% or $223,781 at 6%. |
| 2011 | 1 | 4 | $261,025 | $90,988 | $22,747iApproximate average salary by contribution assumption: employee only about $568,675 at 4% or $379,117 at 6%; with 50% employer match about $379,117 at 4% or $252,744 at 6%; with 100% employer match about $284,338 at 4% or $189,558 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 4 | $261,025 | $90,988 | $22,747iApproximate average salary by contribution assumption: employee only about $568,675 at 4% or $379,117 at 6%; with 50% employer match about $379,117 at 4% or $252,744 at 6%; with 100% employer match about $284,338 at 4% or $189,558 at 6%. |
| 2010 | 1 | 3 | $174,664 | $51,576 | $17,192iApproximate average salary by contribution assumption: employee only about $429,800 at 4% or $286,533 at 6%; with 50% employer match about $286,533 at 4% or $191,022 at 6%; with 100% employer match about $214,900 at 4% or $143,267 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 3 | $174,664 | $51,576 | $17,192iApproximate average salary by contribution assumption: employee only about $429,800 at 4% or $286,533 at 6%; with 50% employer match about $286,533 at 4% or $191,022 at 6%; with 100% employer match about $214,900 at 4% or $143,267 at 6%. |
| 2009 | 1 | 2 | $112,443 | $43,810 | $21,905iApproximate average salary by contribution assumption: employee only about $547,625 at 4% or $365,083 at 6%; with 50% employer match about $365,083 at 4% or $243,389 at 6%; with 100% employer match about $273,813 at 4% or $182,542 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 2 | $112,443 | $43,810 | $21,905iApproximate average salary by contribution assumption: employee only about $547,625 at 4% or $365,083 at 6%; with 50% employer match about $365,083 at 4% or $243,389 at 6%; with 100% employer match about $273,813 at 4% or $182,542 at 6%. |
| 2008 | 1 | 2 | $58,519 | $58,012 | $29,006iApproximate average salary by contribution assumption: employee only about $725,150 at 4% or $483,433 at 6%; with 50% employer match about $483,433 at 4% or $322,289 at 6%; with 100% employer match about $362,575 at 4% or $241,717 at 6%. |
| Galbraith & Co. 401(K) Plan | - | 2 | $58,519 | $58,012 | $29,006iApproximate average salary by contribution assumption: employee only about $725,150 at 4% or $483,433 at 6%; with 50% employer match about $483,433 at 4% or $322,289 at 6%; with 100% employer match about $362,575 at 4% or $241,717 at 6%. |