Civic Intelligence

Ronald K. Heier & Bart M. Graff

Plan context: GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 23-2152294 • Malvern, PA • 27 filings • 8 plans

100 Deerfield Ln Ste 290Malvern, PA 19355-2100
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$92,999

2025 Contributions

$48,725

Historical Graphs

Total Assets Over Time

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

$750,602$375,301$0199920152025YearValue
$92,999Latest year 2025

Participants Over Time

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

840199920132025YearValue
8Latest year 2025

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
202518$92,999$48,725$6,091iApproximate average salary by contribution assumption: employee only about $152,266 at 4% or $101,510 at 6%; with 50% employer match about $101,510 at 4% or $67,674 at 6%; with 100% employer match about $76,133 at 4% or $50,755 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-8$92,999$48,725$6,091iApproximate average salary by contribution assumption: employee only about $152,266 at 4% or $101,510 at 6%; with 50% employer match about $101,510 at 4% or $67,674 at 6%; with 100% employer match about $76,133 at 4% or $50,755 at 6%.
202415$33,898$40,276$8,055iApproximate average salary by contribution assumption: employee only about $201,380 at 4% or $134,253 at 6%; with 50% employer match about $134,253 at 4% or $89,502 at 6%; with 100% employer match about $100,690 at 4% or $67,127 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-5$33,898$40,276$8,055iApproximate average salary by contribution assumption: employee only about $201,380 at 4% or $134,253 at 6%; with 50% employer match about $134,253 at 4% or $89,502 at 6%; with 100% employer match about $100,690 at 4% or $67,127 at 6%.
202316$28,127$40,601$6,767iApproximate average salary by contribution assumption: employee only about $169,171 at 4% or $112,781 at 6%; with 50% employer match about $112,781 at 4% or $75,187 at 6%; with 100% employer match about $84,585 at 4% or $56,390 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-6$28,127$40,601$6,767iApproximate average salary by contribution assumption: employee only about $169,171 at 4% or $112,781 at 6%; with 50% employer match about $112,781 at 4% or $75,187 at 6%; with 100% employer match about $84,585 at 4% or $56,390 at 6%.
202214$19,187$39,095$9,774iApproximate average salary by contribution assumption: employee only about $244,344 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,597 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-4$19,187$39,095$9,774iApproximate average salary by contribution assumption: employee only about $244,344 at 4% or $162,896 at 6%; with 50% employer match about $162,896 at 4% or $108,597 at 6%; with 100% employer match about $122,172 at 4% or $81,448 at 6%.
202115$22,753$32,174$6,435iApproximate average salary by contribution assumption: employee only about $160,870 at 4% or $107,247 at 6%; with 50% employer match about $107,247 at 4% or $71,498 at 6%; with 100% employer match about $80,435 at 4% or $53,623 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-5$22,753$32,174$6,435iApproximate average salary by contribution assumption: employee only about $160,870 at 4% or $107,247 at 6%; with 50% employer match about $107,247 at 4% or $71,498 at 6%; with 100% employer match about $80,435 at 4% or $53,623 at 6%.
202015$213,369$27,733$5,547iApproximate average salary by contribution assumption: employee only about $138,665 at 4% or $92,443 at 6%; with 50% employer match about $92,443 at 4% or $61,629 at 6%; with 100% employer match about $69,333 at 4% or $46,222 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-5$213,369$27,733$5,547iApproximate average salary by contribution assumption: employee only about $138,665 at 4% or $92,443 at 6%; with 50% employer match about $92,443 at 4% or $61,629 at 6%; with 100% employer match about $69,333 at 4% or $46,222 at 6%.
201913$205,090$32,196$10,732iApproximate average salary by contribution assumption: employee only about $268,300 at 4% or $178,867 at 6%; with 50% employer match about $178,867 at 4% or $119,244 at 6%; with 100% employer match about $134,150 at 4% or $89,433 at 6%.
GRAFF FAMILY DENTISTRY LLC 401(K) PROFIT SHARING PLAN & TRUST-3$205,090$32,196$10,732iApproximate average salary by contribution assumption: employee only about $268,300 at 4% or $178,867 at 6%; with 50% employer match about $178,867 at 4% or $119,244 at 6%; with 100% employer match about $134,150 at 4% or $89,433 at 6%.
201824$277,348$36,944$9,236iApproximate average salary by contribution assumption: employee only about $230,900 at 4% or $153,933 at 6%; with 50% employer match about $153,933 at 4% or $102,622 at 6%; with 100% employer match about $115,450 at 4% or $76,967 at 6%.
DRS.GRAFF &HEIER, LLC 401(K) PROFIT SHARING PLAN-4$138,674$18,472$4,618iApproximate average salary by contribution assumption: employee only about $115,450 at 4% or $76,967 at 6%; with 50% employer match about $76,967 at 4% or $51,311 at 6%; with 100% employer match about $57,725 at 4% or $38,483 at 6%.
DRS.GRAFF &HEIER, LLC 401(K) PROFIT SHARING PLAN-4$138,674$18,472$4,618iApproximate average salary by contribution assumption: employee only about $115,450 at 4% or $76,967 at 6%; with 50% employer match about $76,967 at 4% or $51,311 at 6%; with 100% employer match about $57,725 at 4% or $38,483 at 6%.
201716$750,602$57,445$9,574iApproximate average salary by contribution assumption: employee only about $239,354 at 4% or $159,569 at 6%; with 50% employer match about $159,569 at 4% or $106,380 at 6%; with 100% employer match about $119,677 at 4% or $79,785 at 6%.
DRS.GRAFF &HEIER, LLC 401(K) PROFIT SHARING PLAN-6$750,602$57,445$9,574iApproximate average salary by contribution assumption: employee only about $239,354 at 4% or $159,569 at 6%; with 50% employer match about $159,569 at 4% or $106,380 at 6%; with 100% employer match about $119,677 at 4% or $79,785 at 6%.
201616$590,861$35,540$5,923iApproximate average salary by contribution assumption: employee only about $148,083 at 4% or $98,722 at 6%; with 50% employer match about $98,722 at 4% or $65,815 at 6%; with 100% employer match about $74,042 at 4% or $49,361 at 6%.
DRS.GRAFF &HEIER, LLC 401(K) PROFIT SHARING PLAN-6$590,861$35,540$5,923iApproximate average salary by contribution assumption: employee only about $148,083 at 4% or $98,722 at 6%; with 50% employer match about $98,722 at 4% or $65,815 at 6%; with 100% employer match about $74,042 at 4% or $49,361 at 6%.
201516$518,573$61,025$10,171iApproximate average salary by contribution assumption: employee only about $254,271 at 4% or $169,514 at 6%; with 50% employer match about $169,514 at 4% or $113,009 at 6%; with 100% employer match about $127,135 at 4% or $84,757 at 6%.
DRS.GRAFF &HEIER, LLC 401(K) PROFIT SHARING PLAN-6$518,573$61,025$10,171iApproximate average salary by contribution assumption: employee only about $254,271 at 4% or $169,514 at 6%; with 50% employer match about $169,514 at 4% or $113,009 at 6%; with 100% employer match about $127,135 at 4% or $84,757 at 6%.
201418$483,401$41,284$5,161iApproximate average salary by contribution assumption: employee only about $129,013 at 4% or $86,008 at 6%; with 50% employer match about $86,008 at 4% or $57,339 at 6%; with 100% employer match about $64,506 at 4% or $43,004 at 6%.
HEIER AND GRAFF PTRS 401(K) PROFIT SHARING PLAN-8$483,401$41,284$5,161iApproximate average salary by contribution assumption: employee only about $129,013 at 4% or $86,008 at 6%; with 50% employer match about $86,008 at 4% or $57,339 at 6%; with 100% employer match about $64,506 at 4% or $43,004 at 6%.
201318$543,006$53,445$6,681iApproximate average salary by contribution assumption: employee only about $167,016 at 4% or $111,344 at 6%; with 50% employer match about $111,344 at 4% or $74,229 at 6%; with 100% employer match about $83,508 at 4% or $55,672 at 6%.
HEIER AND GRAFF PTRS 401(K) PROFIT SHARING PLAN-8$543,006$53,445$6,681iApproximate average salary by contribution assumption: employee only about $167,016 at 4% or $111,344 at 6%; with 50% employer match about $111,344 at 4% or $74,229 at 6%; with 100% employer match about $83,508 at 4% or $55,672 at 6%.
201218$409,470$72,689$9,086iApproximate average salary by contribution assumption: employee only about $227,153 at 4% or $151,435 at 6%; with 50% employer match about $151,435 at 4% or $100,957 at 6%; with 100% employer match about $113,577 at 4% or $75,718 at 6%.
HEIER AND GRAFF PTRS 401(K) PROFIT SHARING PLAN-8$409,470$72,689$9,086iApproximate average salary by contribution assumption: employee only about $227,153 at 4% or $151,435 at 6%; with 50% employer match about $151,435 at 4% or $100,957 at 6%; with 100% employer match about $113,577 at 4% or $75,718 at 6%.
201118$355,101$34,646$4,331iApproximate average salary by contribution assumption: employee only about $108,269 at 4% or $72,179 at 6%; with 50% employer match about $72,179 at 4% or $48,119 at 6%; with 100% employer match about $54,134 at 4% or $36,090 at 6%.
HEIER AND GRAFF PTRS 401(K) PROFIT SHARING PLAN-8$355,101$34,646$4,331iApproximate average salary by contribution assumption: employee only about $108,269 at 4% or $72,179 at 6%; with 50% employer match about $72,179 at 4% or $48,119 at 6%; with 100% employer match about $54,134 at 4% or $36,090 at 6%.
201017$320,470$25,774$3,682iApproximate average salary by contribution assumption: employee only about $92,050 at 4% or $61,367 at 6%; with 50% employer match about $61,367 at 4% or $40,911 at 6%; with 100% employer match about $46,025 at 4% or $30,683 at 6%.
HEIER AND GRAFF PTRS 401(K) PROFIT SHARING PLAN-7$320,470$25,774$3,682iApproximate average salary by contribution assumption: employee only about $92,050 at 4% or $61,367 at 6%; with 50% employer match about $61,367 at 4% or $40,911 at 6%; with 100% employer match about $46,025 at 4% or $30,683 at 6%.
200918$271,251$23,072$2,884iApproximate average salary by contribution assumption: employee only about $72,100 at 4% or $48,067 at 6%; with 50% employer match about $48,067 at 4% or $32,044 at 6%; with 100% employer match about $36,050 at 4% or $24,033 at 6%.
HEIER AND GRAFF PTRS 401(K) PROFIT SHARING PLAN-8$271,251$23,072$2,884iApproximate average salary by contribution assumption: employee only about $72,100 at 4% or $48,067 at 6%; with 50% employer match about $48,067 at 4% or $32,044 at 6%; with 100% employer match about $36,050 at 4% or $24,033 at 6%.
200817$244,795$23,919$3,417iApproximate average salary by contribution assumption: employee only about $85,425 at 4% or $56,950 at 6%; with 50% employer match about $56,950 at 4% or $37,967 at 6%; with 100% employer match about $42,713 at 4% or $28,475 at 6%.
HEIER AND GRAFF PTRS. 401K PROFIT SHARING PLAN-7$244,795$23,919$3,417iApproximate average salary by contribution assumption: employee only about $85,425 at 4% or $56,950 at 6%; with 50% employer match about $56,950 at 4% or $37,967 at 6%; with 100% employer match about $42,713 at 4% or $28,475 at 6%.
200715$0$0-
HEIER AND GRAFF PTRS. 401K PROFIT SHARING PLAN-5---
200616$200,893$54,470$9,078iApproximate average salary by contribution assumption: employee only about $226,958 at 4% or $151,306 at 6%; with 50% employer match about $151,306 at 4% or $100,870 at 6%; with 100% employer match about $113,479 at 4% or $75,653 at 6%.
HEIER AND GRAFF 401K/PROFIT SHARING PLAN-6$200,893$54,470$9,078iApproximate average salary by contribution assumption: employee only about $226,958 at 4% or $151,306 at 6%; with 50% employer match about $151,306 at 4% or $100,870 at 6%; with 100% employer match about $113,479 at 4% or $75,653 at 6%.
200325$0$0-
HEIER AND GRAFF 401K/PROFIT SHARING PLAN-5---
Vanguard Prototype Defined Contribution Plan-Profit Sharing-0---
200213$632,444$33,928$11,309iApproximate average salary by contribution assumption: employee only about $282,733 at 4% or $188,489 at 6%; with 50% employer match about $188,489 at 4% or $125,659 at 6%; with 100% employer match about $141,367 at 4% or $94,244 at 6%.
Vanguard Prototype Defined Contribution Plan-Profit Sharing-3$632,444$33,928$11,309iApproximate average salary by contribution assumption: employee only about $282,733 at 4% or $188,489 at 6%; with 50% employer match about $188,489 at 4% or $125,659 at 6%; with 100% employer match about $141,367 at 4% or $94,244 at 6%.
200113$714,325$28,829$9,610iApproximate average salary by contribution assumption: employee only about $240,242 at 4% or $160,161 at 6%; with 50% employer match about $160,161 at 4% or $106,774 at 6%; with 100% employer match about $120,121 at 4% or $80,081 at 6%.
Vanguard Prototype Defined Contribution Plan-Profit Sharing-3$714,325$28,829$9,610iApproximate average salary by contribution assumption: employee only about $240,242 at 4% or $160,161 at 6%; with 50% employer match about $160,161 at 4% or $106,774 at 6%; with 100% employer match about $120,121 at 4% or $80,081 at 6%.
200013$0$0-
Vanguard Prototype Defined Contribution Plan-Profit Sharing-3---
199914$718,065$32,450$8,113iApproximate average salary by contribution assumption: employee only about $202,813 at 4% or $135,208 at 6%; with 50% employer match about $135,208 at 4% or $90,139 at 6%; with 100% employer match about $101,406 at 4% or $67,604 at 6%.
Vanguard Prototype Defined Contribution Plan-Profit Sharing-4$718,065$32,450$8,113iApproximate average salary by contribution assumption: employee only about $202,813 at 4% or $135,208 at 6%; with 50% employer match about $135,208 at 4% or $90,139 at 6%; with 100% employer match about $101,406 at 4% or $67,604 at 6%.