Civic Intelligence

Graham & Company LLC

Plan context: Graham & Company LLC 401(K) Plan

EIN 20-8911602 • Birmingham, AL • 19 filings • 3 plans

110 Office Park Drive Suite 200Birmingham, AL 35209
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$9,290,069

2024 Contributions

$445,134

Historical Graphs

Total Assets Over Time

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

$9,290,069$4,645,035$0200620162024YearValue
$9,290,069Latest year 2024

Participants Over Time

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

55280200620152024YearValue
43Latest year 2024

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
2024143$9,290,069$445,134$10,352iApproximate average salary by contribution assumption: employee only about $258,799 at 4% or $172,533 at 6%; with 50% employer match about $172,533 at 4% or $115,022 at 6%; with 100% employer match about $129,399 at 4% or $86,266 at 6%.
Graham & Company LLC 401(K) Plan-43$9,290,069$445,134$10,352iApproximate average salary by contribution assumption: employee only about $258,799 at 4% or $172,533 at 6%; with 50% employer match about $172,533 at 4% or $115,022 at 6%; with 100% employer match about $129,399 at 4% or $86,266 at 6%.
2023137$8,022,634$400,615$10,827iApproximate average salary by contribution assumption: employee only about $270,686 at 4% or $180,457 at 6%; with 50% employer match about $180,457 at 4% or $120,305 at 6%; with 100% employer match about $135,343 at 4% or $90,229 at 6%.
Graham & Company LLC 401(K) Plan-37$8,022,634$400,615$10,827iApproximate average salary by contribution assumption: employee only about $270,686 at 4% or $180,457 at 6%; with 50% employer match about $180,457 at 4% or $120,305 at 6%; with 100% employer match about $135,343 at 4% or $90,229 at 6%.
2022134$6,514,083$513,268$15,096iApproximate average salary by contribution assumption: employee only about $377,403 at 4% or $251,602 at 6%; with 50% employer match about $251,602 at 4% or $167,735 at 6%; with 100% employer match about $188,701 at 4% or $125,801 at 6%.
Graham & Company LLC 401(K) Plan-34$6,514,083$513,268$15,096iApproximate average salary by contribution assumption: employee only about $377,403 at 4% or $251,602 at 6%; with 50% employer match about $251,602 at 4% or $167,735 at 6%; with 100% employer match about $188,701 at 4% or $125,801 at 6%.
2021135$7,459,812$371,340$10,610iApproximate average salary by contribution assumption: employee only about $265,243 at 4% or $176,829 at 6%; with 50% employer match about $176,829 at 4% or $117,886 at 6%; with 100% employer match about $132,621 at 4% or $88,414 at 6%.
Graham & Company LLC 401(K) Plan-35$7,459,812$371,340$10,610iApproximate average salary by contribution assumption: employee only about $265,243 at 4% or $176,829 at 6%; with 50% employer match about $176,829 at 4% or $117,886 at 6%; with 100% employer match about $132,621 at 4% or $88,414 at 6%.
2020133$6,251,845$292,612$8,867iApproximate average salary by contribution assumption: employee only about $221,676 at 4% or $147,784 at 6%; with 50% employer match about $147,784 at 4% or $98,523 at 6%; with 100% employer match about $110,838 at 4% or $73,892 at 6%.
Graham & Company LLC 401(K) Plan-33$6,251,845$292,612$8,867iApproximate average salary by contribution assumption: employee only about $221,676 at 4% or $147,784 at 6%; with 50% employer match about $147,784 at 4% or $98,523 at 6%; with 100% employer match about $110,838 at 4% or $73,892 at 6%.
2019123$5,132,061$251,800$10,948iApproximate average salary by contribution assumption: employee only about $273,696 at 4% or $182,464 at 6%; with 50% employer match about $182,464 at 4% or $121,643 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
Graham & Company LLC 401(K) Plan-23$5,132,061$251,800$10,948iApproximate average salary by contribution assumption: employee only about $273,696 at 4% or $182,464 at 6%; with 50% employer match about $182,464 at 4% or $121,643 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
2018118$3,902,812$143,243$7,958iApproximate average salary by contribution assumption: employee only about $198,949 at 4% or $132,632 at 6%; with 50% employer match about $132,632 at 4% or $88,422 at 6%; with 100% employer match about $99,474 at 4% or $66,316 at 6%.
Graham & Company LLC 401(K) Plan-18$3,902,812$143,243$7,958iApproximate average salary by contribution assumption: employee only about $198,949 at 4% or $132,632 at 6%; with 50% employer match about $132,632 at 4% or $88,422 at 6%; with 100% employer match about $99,474 at 4% or $66,316 at 6%.
2017118$4,094,337$305,817$16,990iApproximate average salary by contribution assumption: employee only about $424,746 at 4% or $283,164 at 6%; with 50% employer match about $283,164 at 4% or $188,776 at 6%; with 100% employer match about $212,373 at 4% or $141,582 at 6%.
Graham & Company LLC 401(K) Plan-18$4,094,337$305,817$16,990iApproximate average salary by contribution assumption: employee only about $424,746 at 4% or $283,164 at 6%; with 50% employer match about $283,164 at 4% or $188,776 at 6%; with 100% employer match about $212,373 at 4% or $141,582 at 6%.
2016148$4,721,534$403,866$8,414iApproximate average salary by contribution assumption: employee only about $210,347 at 4% or $140,231 at 6%; with 50% employer match about $140,231 at 4% or $93,488 at 6%; with 100% employer match about $105,173 at 4% or $70,116 at 6%.
Graham & Company LLC 401(K) Plan-48$4,721,534$403,866$8,414iApproximate average salary by contribution assumption: employee only about $210,347 at 4% or $140,231 at 6%; with 50% employer match about $140,231 at 4% or $93,488 at 6%; with 100% employer match about $105,173 at 4% or $70,116 at 6%.
2015150$4,178,580$363,815$7,276iApproximate average salary by contribution assumption: employee only about $181,908 at 4% or $121,272 at 6%; with 50% employer match about $121,272 at 4% or $80,848 at 6%; with 100% employer match about $90,954 at 4% or $60,636 at 6%.
Graham & Company LLC 401(K) Plan-50$4,178,580$363,815$7,276iApproximate average salary by contribution assumption: employee only about $181,908 at 4% or $121,272 at 6%; with 50% employer match about $121,272 at 4% or $80,848 at 6%; with 100% employer match about $90,954 at 4% or $60,636 at 6%.
2014154$3,893,667$374,359$6,933iApproximate average salary by contribution assumption: employee only about $173,314 at 4% or $115,543 at 6%; with 50% employer match about $115,543 at 4% or $77,029 at 6%; with 100% employer match about $86,657 at 4% or $57,771 at 6%.
Graham & Company LLC 401(K) Plan-54$3,893,667$374,359$6,933iApproximate average salary by contribution assumption: employee only about $173,314 at 4% or $115,543 at 6%; with 50% employer match about $115,543 at 4% or $77,029 at 6%; with 100% employer match about $86,657 at 4% or $57,771 at 6%.
2013146$3,521,439$272,551$5,925iApproximate average salary by contribution assumption: employee only about $148,126 at 4% or $98,750 at 6%; with 50% employer match about $98,750 at 4% or $65,834 at 6%; with 100% employer match about $74,063 at 4% or $49,375 at 6%.
Graham & Company LLC 401(K) Plan-46$3,521,439$272,551$5,925iApproximate average salary by contribution assumption: employee only about $148,126 at 4% or $98,750 at 6%; with 50% employer match about $98,750 at 4% or $65,834 at 6%; with 100% employer match about $74,063 at 4% or $49,375 at 6%.
2012155$2,819,871$272,087$4,947iApproximate average salary by contribution assumption: employee only about $123,676 at 4% or $82,451 at 6%; with 50% employer match about $82,451 at 4% or $54,967 at 6%; with 100% employer match about $61,838 at 4% or $41,225 at 6%.
Graham & Company LLC 401(K) Plan-55$2,819,871$272,087$4,947iApproximate average salary by contribution assumption: employee only about $123,676 at 4% or $82,451 at 6%; with 50% employer match about $82,451 at 4% or $54,967 at 6%; with 100% employer match about $61,838 at 4% or $41,225 at 6%.
2011142$2,316,045$147,620$3,515iApproximate average salary by contribution assumption: employee only about $87,869 at 4% or $58,579 at 6%; with 50% employer match about $58,579 at 4% or $39,053 at 6%; with 100% employer match about $43,935 at 4% or $29,290 at 6%.
Graham & Company LLC 401(K) Plan-42$2,316,045$147,620$3,515iApproximate average salary by contribution assumption: employee only about $87,869 at 4% or $58,579 at 6%; with 50% employer match about $58,579 at 4% or $39,053 at 6%; with 100% employer match about $43,935 at 4% or $29,290 at 6%.
2010142$2,257,859$209,022$4,977iApproximate average salary by contribution assumption: employee only about $124,418 at 4% or $82,945 at 6%; with 50% employer match about $82,945 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,473 at 6%.
Graham & Company LLC 401(K) Plan-42$2,257,859$209,022$4,977iApproximate average salary by contribution assumption: employee only about $124,418 at 4% or $82,945 at 6%; with 50% employer match about $82,945 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,473 at 6%.
2009139$1,883,134$238,025$6,103iApproximate average salary by contribution assumption: employee only about $152,580 at 4% or $101,720 at 6%; with 50% employer match about $101,720 at 4% or $67,813 at 6%; with 100% employer match about $76,290 at 4% or $50,860 at 6%.
Graham & Company LLC 401(K) Plan-39$1,883,134$238,025$6,103iApproximate average salary by contribution assumption: employee only about $152,580 at 4% or $101,720 at 6%; with 50% employer match about $101,720 at 4% or $67,813 at 6%; with 100% employer match about $76,290 at 4% or $50,860 at 6%.
2008141$1,448,605$516,744$12,604iApproximate average salary by contribution assumption: employee only about $315,088 at 4% or $210,059 at 6%; with 50% employer match about $210,059 at 4% or $140,039 at 6%; with 100% employer match about $157,544 at 4% or $105,029 at 6%.
Graham & Company LLC 401(K) Plan-41$1,448,605$516,744$12,604iApproximate average salary by contribution assumption: employee only about $315,088 at 4% or $210,059 at 6%; with 50% employer match about $210,059 at 4% or $140,039 at 6%; with 100% employer match about $157,544 at 4% or $105,029 at 6%.
2007143$0$0-
Graham & Company LLC 401(K) Plan-43---
2006139$1,641,141$320,785$8,225iApproximate average salary by contribution assumption: employee only about $205,631 at 4% or $137,088 at 6%; with 50% employer match about $137,088 at 4% or $91,392 at 6%; with 100% employer match about $102,816 at 4% or $68,544 at 6%.
Graham & Company LLC 401(K) Plan-39$1,641,141$320,785$8,225iApproximate average salary by contribution assumption: employee only about $205,631 at 4% or $137,088 at 6%; with 50% employer match about $137,088 at 4% or $91,392 at 6%; with 100% employer match about $102,816 at 4% or $68,544 at 6%.