Civic Intelligence

Graham Partners Inc.

Plan context: Graham Partners 401(K) Retirement Savings Plan

EIN 23-2539420 • Newtown Square, PA • 24 filings • 2 plans

3811 West Chester PikeBuilding 2, Suite 200Newtown Square, PA 19073
Current Snapshot

Latest Year

2024

2024 Participants

101

2024 Assets

$17,716,243

2024 Contributions

$1,688,483

Historical Graphs

Total Assets Over Time

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

$17,716,243$8,858,122$0200220142024YearValue
$17,716,243Latest year 2024

Participants Over Time

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

101510200120132024YearValue
101Latest 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
20241101$17,716,243$1,688,483$16,718iApproximate average salary by contribution assumption: employee only about $417,941 at 4% or $278,628 at 6%; with 50% employer match about $278,628 at 4% or $185,752 at 6%; with 100% employer match about $208,971 at 4% or $139,314 at 6%.
Graham Partners 401(K) Retirement Savings Plan-101$17,716,243$1,688,483$16,718iApproximate average salary by contribution assumption: employee only about $417,941 at 4% or $278,628 at 6%; with 50% employer match about $278,628 at 4% or $185,752 at 6%; with 100% employer match about $208,971 at 4% or $139,314 at 6%.
2023188$14,375,096$1,194,880$13,578iApproximate average salary by contribution assumption: employee only about $339,455 at 4% or $226,303 at 6%; with 50% employer match about $226,303 at 4% or $150,869 at 6%; with 100% employer match about $169,727 at 4% or $113,152 at 6%.
Graham Partners 401(K) Retirement Savings Plan-88$14,375,096$1,194,880$13,578iApproximate average salary by contribution assumption: employee only about $339,455 at 4% or $226,303 at 6%; with 50% employer match about $226,303 at 4% or $150,869 at 6%; with 100% employer match about $169,727 at 4% or $113,152 at 6%.
2022178$10,990,123$1,105,797$14,177iApproximate average salary by contribution assumption: employee only about $354,422 at 4% or $236,281 at 6%; with 50% employer match about $236,281 at 4% or $157,521 at 6%; with 100% employer match about $177,211 at 4% or $118,141 at 6%.
Graham Partners 401(K) Retirement Savings Plan-78$10,990,123$1,105,797$14,177iApproximate average salary by contribution assumption: employee only about $354,422 at 4% or $236,281 at 6%; with 50% employer match about $236,281 at 4% or $157,521 at 6%; with 100% employer match about $177,211 at 4% or $118,141 at 6%.
2021177$13,925,406$1,145,750$14,880iApproximate average salary by contribution assumption: employee only about $371,997 at 4% or $247,998 at 6%; with 50% employer match about $247,998 at 4% or $165,332 at 6%; with 100% employer match about $185,998 at 4% or $123,999 at 6%.
Graham Partners 401(K) Retirement Savings Plan-77$13,925,406$1,145,750$14,880iApproximate average salary by contribution assumption: employee only about $371,997 at 4% or $247,998 at 6%; with 50% employer match about $247,998 at 4% or $165,332 at 6%; with 100% employer match about $185,998 at 4% or $123,999 at 6%.
2020160$11,226,585$829,065$13,818iApproximate average salary by contribution assumption: employee only about $345,444 at 4% or $230,296 at 6%; with 50% employer match about $230,296 at 4% or $153,531 at 6%; with 100% employer match about $172,722 at 4% or $115,148 at 6%.
Graham Partners 401(K) Retirement Savings Plan-60$11,226,585$829,065$13,818iApproximate average salary by contribution assumption: employee only about $345,444 at 4% or $230,296 at 6%; with 50% employer match about $230,296 at 4% or $153,531 at 6%; with 100% employer match about $172,722 at 4% or $115,148 at 6%.
2019154$9,309,209$608,802$11,274iApproximate average salary by contribution assumption: employee only about $281,853 at 4% or $187,902 at 6%; with 50% employer match about $187,902 at 4% or $125,268 at 6%; with 100% employer match about $140,926 at 4% or $93,951 at 6%.
Graham Partners 401(K) Retirement Savings Plan-54$9,309,209$608,802$11,274iApproximate average salary by contribution assumption: employee only about $281,853 at 4% or $187,902 at 6%; with 50% employer match about $187,902 at 4% or $125,268 at 6%; with 100% employer match about $140,926 at 4% or $93,951 at 6%.
2018154$6,956,558$530,260$9,820iApproximate average salary by contribution assumption: employee only about $245,491 at 4% or $163,660 at 6%; with 50% employer match about $163,660 at 4% or $109,107 at 6%; with 100% employer match about $122,745 at 4% or $81,830 at 6%.
Graham Partners 401(K) Retirement Savings Plan-54$6,956,558$530,260$9,820iApproximate average salary by contribution assumption: employee only about $245,491 at 4% or $163,660 at 6%; with 50% employer match about $163,660 at 4% or $109,107 at 6%; with 100% employer match about $122,745 at 4% or $81,830 at 6%.
2017153$7,144,080$528,711$9,976iApproximate average salary by contribution assumption: employee only about $249,392 at 4% or $166,261 at 6%; with 50% employer match about $166,261 at 4% or $110,841 at 6%; with 100% employer match about $124,696 at 4% or $83,131 at 6%.
Graham Partners 401(K) Retirement Savings Plan-53$7,144,080$528,711$9,976iApproximate average salary by contribution assumption: employee only about $249,392 at 4% or $166,261 at 6%; with 50% employer match about $166,261 at 4% or $110,841 at 6%; with 100% employer match about $124,696 at 4% or $83,131 at 6%.
2016154$5,480,299$531,249$9,838iApproximate average salary by contribution assumption: employee only about $245,949 at 4% or $163,966 at 6%; with 50% employer match about $163,966 at 4% or $109,310 at 6%; with 100% employer match about $122,974 at 4% or $81,983 at 6%.
Graham Partners 401(K) Retirement Savings Plan-54$5,480,299$531,249$9,838iApproximate average salary by contribution assumption: employee only about $245,949 at 4% or $163,966 at 6%; with 50% employer match about $163,966 at 4% or $109,310 at 6%; with 100% employer match about $122,974 at 4% or $81,983 at 6%.
2015153$4,582,239$482,774$9,109iApproximate average salary by contribution assumption: employee only about $227,724 at 4% or $151,816 at 6%; with 50% employer match about $151,816 at 4% or $101,210 at 6%; with 100% employer match about $113,862 at 4% or $75,908 at 6%.
Graham Partners 401(K) Retirement Savings Plan-53$4,582,239$482,774$9,109iApproximate average salary by contribution assumption: employee only about $227,724 at 4% or $151,816 at 6%; with 50% employer match about $151,816 at 4% or $101,210 at 6%; with 100% employer match about $113,862 at 4% or $75,908 at 6%.
2014154$4,120,203$438,392$8,118iApproximate average salary by contribution assumption: employee only about $202,959 at 4% or $135,306 at 6%; with 50% employer match about $135,306 at 4% or $90,204 at 6%; with 100% employer match about $101,480 at 4% or $67,653 at 6%.
Graham Partners 401(K) Retirement Savings Plan-54$4,120,203$438,392$8,118iApproximate average salary by contribution assumption: employee only about $202,959 at 4% or $135,306 at 6%; with 50% employer match about $135,306 at 4% or $90,204 at 6%; with 100% employer match about $101,480 at 4% or $67,653 at 6%.
2013154$3,467,747$495,416$9,174iApproximate average salary by contribution assumption: employee only about $229,359 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,937 at 6%; with 100% employer match about $114,680 at 4% or $76,453 at 6%.
Graham Partners 401(K) Retirement Savings Plan-54$3,467,747$495,416$9,174iApproximate average salary by contribution assumption: employee only about $229,359 at 4% or $152,906 at 6%; with 50% employer match about $152,906 at 4% or $101,937 at 6%; with 100% employer match about $114,680 at 4% or $76,453 at 6%.
2012151$2,374,768$351,613$6,894iApproximate average salary by contribution assumption: employee only about $172,359 at 4% or $114,906 at 6%; with 50% employer match about $114,906 at 4% or $76,604 at 6%; with 100% employer match about $86,180 at 4% or $57,453 at 6%.
Graham Partners 401(K) Retirement Savings Plan-51$2,374,768$351,613$6,894iApproximate average salary by contribution assumption: employee only about $172,359 at 4% or $114,906 at 6%; with 50% employer match about $114,906 at 4% or $76,604 at 6%; with 100% employer match about $86,180 at 4% or $57,453 at 6%.
2011145$1,838,258$225,695$5,015iApproximate average salary by contribution assumption: employee only about $125,386 at 4% or $83,591 at 6%; with 50% employer match about $83,591 at 4% or $55,727 at 6%; with 100% employer match about $62,693 at 4% or $41,795 at 6%.
Graham Partners 401(K) Retirement Savings Plan-45$1,838,258$225,695$5,015iApproximate average salary by contribution assumption: employee only about $125,386 at 4% or $83,591 at 6%; with 50% employer match about $83,591 at 4% or $55,727 at 6%; with 100% employer match about $62,693 at 4% or $41,795 at 6%.
2010150$1,801,365$243,154$4,863iApproximate average salary by contribution assumption: employee only about $121,577 at 4% or $81,051 at 6%; with 50% employer match about $81,051 at 4% or $54,034 at 6%; with 100% employer match about $60,789 at 4% or $40,526 at 6%.
Graham Partners 401(K) Retirement Savings Plan-50$1,801,365$243,154$4,863iApproximate average salary by contribution assumption: employee only about $121,577 at 4% or $81,051 at 6%; with 50% employer match about $81,051 at 4% or $54,034 at 6%; with 100% employer match about $60,789 at 4% or $40,526 at 6%.
2009146$1,453,268$225,813$4,909iApproximate average salary by contribution assumption: employee only about $122,724 at 4% or $81,816 at 6%; with 50% employer match about $81,816 at 4% or $54,544 at 6%; with 100% employer match about $61,362 at 4% or $40,908 at 6%.
Graham Partners 401(K) Retirement Savings Plan-46$1,453,268$225,813$4,909iApproximate average salary by contribution assumption: employee only about $122,724 at 4% or $81,816 at 6%; with 50% employer match about $81,816 at 4% or $54,544 at 6%; with 100% employer match about $61,362 at 4% or $40,908 at 6%.
2008146$903,215$291,817$6,344iApproximate average salary by contribution assumption: employee only about $158,596 at 4% or $105,731 at 6%; with 50% employer match about $105,731 at 4% or $70,487 at 6%; with 100% employer match about $79,298 at 4% or $52,865 at 6%.
Graham Partners 401(K) Retirement Savings Plan-46$903,215$291,817$6,344iApproximate average salary by contribution assumption: employee only about $158,596 at 4% or $105,731 at 6%; with 50% employer match about $105,731 at 4% or $70,487 at 6%; with 100% employer match about $79,298 at 4% or $52,865 at 6%.
2007138$0$0-
Graham Partners 401(K) Retirement Savings Plan-38---
2006138$869,023$192,628$5,069iApproximate average salary by contribution assumption: employee only about $126,729 at 4% or $84,486 at 6%; with 50% employer match about $84,486 at 4% or $56,324 at 6%; with 100% employer match about $63,364 at 4% or $42,243 at 6%.
Graham Partners 401(K) Retirement Savings Plan-38$869,023$192,628$5,069iApproximate average salary by contribution assumption: employee only about $126,729 at 4% or $84,486 at 6%; with 50% employer match about $84,486 at 4% or $56,324 at 6%; with 100% employer match about $63,364 at 4% or $42,243 at 6%.
2005132$602,643$121,899$3,809iApproximate average salary by contribution assumption: employee only about $95,234 at 4% or $63,489 at 6%; with 50% employer match about $63,489 at 4% or $42,326 at 6%; with 100% employer match about $47,617 at 4% or $31,745 at 6%.
Graham Partners 401(K) Retirement Savings Plan-32$602,643$121,899$3,809iApproximate average salary by contribution assumption: employee only about $95,234 at 4% or $63,489 at 6%; with 50% employer match about $63,489 at 4% or $42,326 at 6%; with 100% employer match about $47,617 at 4% or $31,745 at 6%.
2004136$458,901$114,292$3,175iApproximate average salary by contribution assumption: employee only about $79,369 at 4% or $52,913 at 6%; with 50% employer match about $52,913 at 4% or $35,275 at 6%; with 100% employer match about $39,685 at 4% or $26,456 at 6%.
Graham Partners 401(K) Retirement Savings Plan-36$458,901$114,292$3,175iApproximate average salary by contribution assumption: employee only about $79,369 at 4% or $52,913 at 6%; with 50% employer match about $52,913 at 4% or $35,275 at 6%; with 100% employer match about $39,685 at 4% or $26,456 at 6%.
2003128$315,869$107,084$3,824iApproximate average salary by contribution assumption: employee only about $95,611 at 4% or $63,740 at 6%; with 50% employer match about $63,740 at 4% or $42,494 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%.
Graham Partners 401(K) Retirement Savings Plan-28$315,869$107,084$3,824iApproximate average salary by contribution assumption: employee only about $95,611 at 4% or $63,740 at 6%; with 50% employer match about $63,740 at 4% or $42,494 at 6%; with 100% employer match about $47,805 at 4% or $31,870 at 6%.
2002120$151,082$107,411$5,371iApproximate average salary by contribution assumption: employee only about $134,264 at 4% or $89,509 at 6%; with 50% employer match about $89,509 at 4% or $59,673 at 6%; with 100% employer match about $67,132 at 4% or $44,755 at 6%.
Graham Partners 401(K) Retirement Savings Plan-20$151,082$107,411$5,371iApproximate average salary by contribution assumption: employee only about $134,264 at 4% or $89,509 at 6%; with 50% employer match about $89,509 at 4% or $59,673 at 6%; with 100% employer match about $67,132 at 4% or $44,755 at 6%.
2001117$0$0-
Graham Partners 401(K) Retirement Savings Plan-17---