Cadaret Grant & Co. Inc.
Plan context: Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan
EIN 22-2361254 • Syracuse, NY • 31 filings • 7 plans
Current Snapshot
Latest Year
2018
2018 Participants
120
2018 Assets
$23,243,498
2018 Contributions
$867,959
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 0 | $0 | $867,959 | - |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 0 | - | - | - |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 0 | - | $867,959 | - |
| 2017 | 2 | 120 | $23,243,498 | $1,095,505 | $9,129iApproximate average salary by contribution assumption: employee only about $228,230 at 4% or $152,153 at 6%; with 50% employer match about $152,153 at 4% or $101,436 at 6%; with 100% employer match about $114,115 at 4% or $76,077 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 92 | $23,243,498 | $1,095,505 | $11,908iApproximate average salary by contribution assumption: employee only about $297,692 at 4% or $198,461 at 6%; with 50% employer match about $198,461 at 4% or $132,307 at 6%; with 100% employer match about $148,846 at 4% or $99,231 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 120 | - | - | - |
| 2016 | 2 | 120 | $19,252,316 | $1,093,135 | $9,109iApproximate average salary by contribution assumption: employee only about $227,736 at 4% or $151,824 at 6%; with 50% employer match about $151,824 at 4% or $101,216 at 6%; with 100% employer match about $113,868 at 4% or $75,912 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 99 | $19,252,316 | $1,093,135 | $11,042iApproximate average salary by contribution assumption: employee only about $276,044 at 4% or $184,029 at 6%; with 50% employer match about $184,029 at 4% or $122,686 at 6%; with 100% employer match about $138,022 at 4% or $92,015 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 120 | - | - | - |
| 2015 | 2 | 116 | $17,688,499 | $1,032,170 | $8,898iApproximate average salary by contribution assumption: employee only about $222,450 at 4% or $148,300 at 6%; with 50% employer match about $148,300 at 4% or $98,867 at 6%; with 100% employer match about $111,225 at 4% or $74,150 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 99 | $17,688,499 | $1,032,170 | $10,426iApproximate average salary by contribution assumption: employee only about $260,649 at 4% or $173,766 at 6%; with 50% employer match about $173,766 at 4% or $115,844 at 6%; with 100% employer match about $130,324 at 4% or $86,883 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 116 | - | - | - |
| 2014 | 2 | 115 | $18,068,119 | $1,097,647 | $9,545iApproximate average salary by contribution assumption: employee only about $238,619 at 4% or $159,079 at 6%; with 50% employer match about $159,079 at 4% or $106,053 at 6%; with 100% employer match about $119,309 at 4% or $79,540 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 105 | $18,068,119 | $1,097,647 | $10,454iApproximate average salary by contribution assumption: employee only about $261,345 at 4% or $174,230 at 6%; with 50% employer match about $174,230 at 4% or $116,153 at 6%; with 100% employer match about $130,672 at 4% or $87,115 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 115 | - | - | - |
| 2013 | 2 | 121 | $16,719,821 | $1,002,585 | $8,286iApproximate average salary by contribution assumption: employee only about $207,146 at 4% or $138,097 at 6%; with 50% employer match about $138,097 at 4% or $92,065 at 6%; with 100% employer match about $103,573 at 4% or $69,049 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 106 | $16,719,821 | $1,002,585 | $9,458iApproximate average salary by contribution assumption: employee only about $236,459 at 4% or $157,639 at 6%; with 50% employer match about $157,639 at 4% or $105,093 at 6%; with 100% employer match about $118,229 at 4% or $78,820 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 121 | - | - | - |
| 2012 | 2 | 119 | $13,916,044 | $999,285 | $8,397iApproximate average salary by contribution assumption: employee only about $209,934 at 4% or $139,956 at 6%; with 50% employer match about $139,956 at 4% or $93,304 at 6%; with 100% employer match about $104,967 at 4% or $69,978 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 103 | $13,916,044 | $999,285 | $9,702iApproximate average salary by contribution assumption: employee only about $242,545 at 4% or $161,697 at 6%; with 50% employer match about $161,697 at 4% or $107,798 at 6%; with 100% employer match about $121,272 at 4% or $80,848 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 119 | - | - | - |
| 2011 | 2 | 118 | $12,534,512 | $1,038,503 | $8,801iApproximate average salary by contribution assumption: employee only about $220,022 at 4% or $146,681 at 6%; with 50% employer match about $146,681 at 4% or $97,787 at 6%; with 100% employer match about $110,011 at 4% or $73,341 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 109 | $12,534,512 | $1,038,503 | $9,528iApproximate average salary by contribution assumption: employee only about $238,189 at 4% or $158,793 at 6%; with 50% employer match about $158,793 at 4% or $105,862 at 6%; with 100% employer match about $119,094 at 4% or $79,396 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 118 | - | - | - |
| 2010 | 2 | 122 | $12,228,506 | $1,090,127 | $8,935iApproximate average salary by contribution assumption: employee only about $223,387 at 4% or $148,924 at 6%; with 50% employer match about $148,924 at 4% or $99,283 at 6%; with 100% employer match about $111,693 at 4% or $74,462 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 115 | $12,228,506 | $1,090,127 | $9,479iApproximate average salary by contribution assumption: employee only about $236,984 at 4% or $157,989 at 6%; with 50% employer match about $157,989 at 4% or $105,326 at 6%; with 100% employer match about $118,492 at 4% or $78,995 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 122 | - | - | - |
| 2009 | 2 | 119 | $9,954,742 | $1,035,942 | $8,705iApproximate average salary by contribution assumption: employee only about $217,635 at 4% or $145,090 at 6%; with 50% employer match about $145,090 at 4% or $96,727 at 6%; with 100% employer match about $108,817 at 4% or $72,545 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 104 | $9,954,742 | $1,035,942 | $9,961iApproximate average salary by contribution assumption: employee only about $249,025 at 4% or $166,016 at 6%; with 50% employer match about $166,016 at 4% or $110,678 at 6%; with 100% employer match about $124,512 at 4% or $83,008 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 119 | - | - | - |
| 2008 | 2 | 119 | $6,915,701 | $912,503 | $7,668iApproximate average salary by contribution assumption: employee only about $191,702 at 4% or $127,802 at 6%; with 50% employer match about $127,802 at 4% or $85,201 at 6%; with 100% employer match about $95,851 at 4% or $63,901 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 83 | $6,915,701 | $912,503 | $10,994iApproximate average salary by contribution assumption: employee only about $274,850 at 4% or $183,234 at 6%; with 50% employer match about $183,234 at 4% or $122,156 at 6%; with 100% employer match about $137,425 at 4% or $91,617 at 6%. |
| Cadaret, Grant & Co. Inc. Employee Benefit Plan | - | 119 | - | - | - |
| 2007 | 1 | 84 | $10,528,494 | $958,882 | $11,415iApproximate average salary by contribution assumption: employee only about $285,382 at 4% or $190,254 at 6%; with 50% employer match about $190,254 at 4% or $126,836 at 6%; with 100% employer match about $142,691 at 4% or $95,127 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 84 | $10,528,494 | $958,882 | $11,415iApproximate average salary by contribution assumption: employee only about $285,382 at 4% or $190,254 at 6%; with 50% employer match about $190,254 at 4% or $126,836 at 6%; with 100% employer match about $142,691 at 4% or $95,127 at 6%. |
| 2006 | 1 | 77 | $9,122,170 | $842,785 | $10,945iApproximate average salary by contribution assumption: employee only about $273,631 at 4% or $182,421 at 6%; with 50% employer match about $182,421 at 4% or $121,614 at 6%; with 100% employer match about $136,816 at 4% or $91,210 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 77 | $9,122,170 | $842,785 | $10,945iApproximate average salary by contribution assumption: employee only about $273,631 at 4% or $182,421 at 6%; with 50% employer match about $182,421 at 4% or $121,614 at 6%; with 100% employer match about $136,816 at 4% or $91,210 at 6%. |
| 2005 | 1 | 71 | $7,468,670 | $724,580 | $10,205iApproximate average salary by contribution assumption: employee only about $255,134 at 4% or $170,089 at 6%; with 50% employer match about $170,089 at 4% or $113,393 at 6%; with 100% employer match about $127,567 at 4% or $85,045 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 71 | $7,468,670 | $724,580 | $10,205iApproximate average salary by contribution assumption: employee only about $255,134 at 4% or $170,089 at 6%; with 50% employer match about $170,089 at 4% or $113,393 at 6%; with 100% employer match about $127,567 at 4% or $85,045 at 6%. |
| 2004 | 1 | 76 | $6,178,120 | $673,328 | $8,860iApproximate average salary by contribution assumption: employee only about $221,489 at 4% or $147,660 at 6%; with 50% employer match about $147,660 at 4% or $98,440 at 6%; with 100% employer match about $110,745 at 4% or $73,830 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 76 | $6,178,120 | $673,328 | $8,860iApproximate average salary by contribution assumption: employee only about $221,489 at 4% or $147,660 at 6%; with 50% employer match about $147,660 at 4% or $98,440 at 6%; with 100% employer match about $110,745 at 4% or $73,830 at 6%. |
| 2003 | 1 | 77 | $5,219,508 | $621,532 | $8,072iApproximate average salary by contribution assumption: employee only about $201,796 at 4% or $134,531 at 6%; with 50% employer match about $134,531 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,265 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 77 | $5,219,508 | $621,532 | $8,072iApproximate average salary by contribution assumption: employee only about $201,796 at 4% or $134,531 at 6%; with 50% employer match about $134,531 at 4% or $89,687 at 6%; with 100% employer match about $100,898 at 4% or $67,265 at 6%. |
| 2002 | 1 | 78 | $3,677,994 | $584,694 | $7,496iApproximate average salary by contribution assumption: employee only about $187,402 at 4% or $124,935 at 6%; with 50% employer match about $124,935 at 4% or $83,290 at 6%; with 100% employer match about $93,701 at 4% or $62,467 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 78 | $3,677,994 | $584,694 | $7,496iApproximate average salary by contribution assumption: employee only about $187,402 at 4% or $124,935 at 6%; with 50% employer match about $124,935 at 4% or $83,290 at 6%; with 100% employer match about $93,701 at 4% or $62,467 at 6%. |
| 2001 | 1 | 84 | $3,715,654 | $533,832 | $6,355iApproximate average salary by contribution assumption: employee only about $158,879 at 4% or $105,919 at 6%; with 50% employer match about $105,919 at 4% or $70,613 at 6%; with 100% employer match about $79,439 at 4% or $52,960 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 84 | $3,715,654 | $533,832 | $6,355iApproximate average salary by contribution assumption: employee only about $158,879 at 4% or $105,919 at 6%; with 50% employer match about $105,919 at 4% or $70,613 at 6%; with 100% employer match about $79,439 at 4% or $52,960 at 6%. |
| 2000 | 1 | 77 | $3,488,123 | $508,810 | $6,608iApproximate average salary by contribution assumption: employee only about $165,198 at 4% or $110,132 at 6%; with 50% employer match about $110,132 at 4% or $73,421 at 6%; with 100% employer match about $82,599 at 4% or $55,066 at 6%. |
| Cadaret, Grant & Co. Inc. 401(K) Profit Sharing Plan | - | 77 | $3,488,123 | $508,810 | $6,608iApproximate average salary by contribution assumption: employee only about $165,198 at 4% or $110,132 at 6%; with 50% employer match about $110,132 at 4% or $73,421 at 6%; with 100% employer match about $82,599 at 4% or $55,066 at 6%. |
| 1999 | 1 | 67 | $3,078,342 | $441,723 | $6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%. |
| Cadaret Grant & Co. Inc. 401K Profit Sharing Plan | - | 67 | $3,078,342 | $441,723 | $6,593iApproximate average salary by contribution assumption: employee only about $164,822 at 4% or $109,881 at 6%; with 50% employer match about $109,881 at 4% or $73,254 at 6%; with 100% employer match about $82,411 at 4% or $54,941 at 6%. |