Civic Intelligence

Gradient Financial Group LLC

Plan context: Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust

EIN 26-3422329 • 20 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

347

2024 Assets

$20,475,697

2024 Contributions

$2,610,225

Historical Graphs

Total Assets Over Time

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

$20,475,697$10,237,849$0201520202024YearValue
$20,475,697Latest year 2024

Participants Over Time

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

5322660201520202024YearValue
347Latest 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
20242347$20,475,697$2,610,225$7,522iApproximate average salary by contribution assumption: employee only about $188,057 at 4% or $125,371 at 6%; with 50% employer match about $125,371 at 4% or $83,581 at 6%; with 100% employer match about $94,028 at 4% or $62,686 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-312$20,475,697$2,610,225$8,366iApproximate average salary by contribution assumption: employee only about $209,153 at 4% or $139,435 at 6%; with 50% employer match about $139,435 at 4% or $92,957 at 6%; with 100% employer match about $104,576 at 4% or $69,718 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-347---
20232317$16,098,048$2,421,662$7,639iApproximate average salary by contribution assumption: employee only about $190,983 at 4% or $127,322 at 6%; with 50% employer match about $127,322 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,661 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-317$16,098,048$2,421,662$7,639iApproximate average salary by contribution assumption: employee only about $190,983 at 4% or $127,322 at 6%; with 50% employer match about $127,322 at 4% or $84,881 at 6%; with 100% employer match about $95,491 at 4% or $63,661 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-316---
20222532$12,667,594$2,127,781$4,000iApproximate average salary by contribution assumption: employee only about $99,990 at 4% or $66,660 at 6%; with 50% employer match about $66,660 at 4% or $44,440 at 6%; with 100% employer match about $49,995 at 4% or $33,330 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-329$12,667,594$2,127,781$6,467iApproximate average salary by contribution assumption: employee only about $161,685 at 4% or $107,790 at 6%; with 50% employer match about $107,790 at 4% or $71,860 at 6%; with 100% employer match about $80,843 at 4% or $53,895 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-532---
20212318$13,650,846$1,910,367$6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-318$13,650,846$1,910,367$6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-307---
20202326$10,612,810$1,755,230$5,384iApproximate average salary by contribution assumption: employee only about $134,604 at 4% or $89,736 at 6%; with 50% employer match about $89,736 at 4% or $59,824 at 6%; with 100% employer match about $67,302 at 4% or $44,868 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-326$10,612,810$1,755,230$5,384iApproximate average salary by contribution assumption: employee only about $134,604 at 4% or $89,736 at 6%; with 50% employer match about $89,736 at 4% or $59,824 at 6%; with 100% employer match about $67,302 at 4% or $44,868 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-215---
20192383$8,258,754$1,771,628$4,626iApproximate average salary by contribution assumption: employee only about $115,642 at 4% or $77,094 at 6%; with 50% employer match about $77,094 at 4% or $51,396 at 6%; with 100% employer match about $57,821 at 4% or $38,547 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-335$8,258,754$1,771,628$5,288iApproximate average salary by contribution assumption: employee only about $132,211 at 4% or $88,141 at 6%; with 50% employer match about $88,141 at 4% or $58,760 at 6%; with 100% employer match about $66,106 at 4% or $44,070 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-383---
20182374$5,269,123$1,172,249$3,134iApproximate average salary by contribution assumption: employee only about $78,359 at 4% or $52,239 at 6%; with 50% employer match about $52,239 at 4% or $34,826 at 6%; with 100% employer match about $39,179 at 4% or $26,120 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-329$5,269,123$1,172,249$3,563iApproximate average salary by contribution assumption: employee only about $89,077 at 4% or $59,384 at 6%; with 50% employer match about $59,384 at 4% or $39,590 at 6%; with 100% employer match about $44,538 at 4% or $29,692 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-374---
20172357$4,919,900$730,347$2,046iApproximate average salary by contribution assumption: employee only about $51,145 at 4% or $34,096 at 6%; with 50% employer match about $34,096 at 4% or $22,731 at 6%; with 100% employer match about $25,572 at 4% or $17,048 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-297$4,919,900$730,347$2,459iApproximate average salary by contribution assumption: employee only about $61,477 at 4% or $40,985 at 6%; with 50% employer match about $40,985 at 4% or $27,323 at 6%; with 100% employer match about $30,739 at 4% or $20,492 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-357---
20162349$3,708,922$779,146$2,233iApproximate average salary by contribution assumption: employee only about $55,813 at 4% or $37,209 at 6%; with 50% employer match about $37,209 at 4% or $24,806 at 6%; with 100% employer match about $27,906 at 4% or $18,604 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-287$3,708,922$779,146$2,715iApproximate average salary by contribution assumption: employee only about $67,870 at 4% or $45,247 at 6%; with 50% employer match about $45,247 at 4% or $30,164 at 6%; with 100% employer match about $33,935 at 4% or $22,623 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-349---
20152330$3,036,042$719,003$2,179iApproximate average salary by contribution assumption: employee only about $54,470 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,209 at 6%; with 100% employer match about $27,235 at 4% or $18,157 at 6%.
Gradient Financial Group LLC 401(K) Profit Sharing Plan & Trust-247$3,036,042$719,003$2,911iApproximate average salary by contribution assumption: employee only about $72,774 at 4% or $48,516 at 6%; with 50% employer match about $48,516 at 4% or $32,344 at 6%; with 100% employer match about $36,387 at 4% or $24,258 at 6%.
Gradient Financial Group LLC Employee Benefits Plan-330---