Civic Intelligence

GRAHAM & COMPANY PC

Plan context: GRAHAM & COMPANY PC 401(K) PLAN

EIN 27-1179057 • Boulder, CO • 16 filings • 1 plans

1295 South BroadwaySuite BBoulder, CO 80305
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$4,749,403

2025 Contributions

$201,719

Historical Graphs

Total Assets Over Time

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

$4,749,403$2,374,702$0201020182025YearValue
$4,749,403Latest year 2025

Participants Over Time

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

1160201020182025YearValue
11Latest 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
2025111$4,749,403$201,719$18,338iApproximate average salary by contribution assumption: employee only about $458,452 at 4% or $305,635 at 6%; with 50% employer match about $305,635 at 4% or $203,757 at 6%; with 100% employer match about $229,226 at 4% or $152,817 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-11$4,749,403$201,719$18,338iApproximate average salary by contribution assumption: employee only about $458,452 at 4% or $305,635 at 6%; with 50% employer match about $305,635 at 4% or $203,757 at 6%; with 100% employer match about $229,226 at 4% or $152,817 at 6%.
2024111$3,874,214$266,374$24,216iApproximate average salary by contribution assumption: employee only about $605,395 at 4% or $403,597 at 6%; with 50% employer match about $403,597 at 4% or $269,065 at 6%; with 100% employer match about $302,698 at 4% or $201,798 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-11$3,874,214$266,374$24,216iApproximate average salary by contribution assumption: employee only about $605,395 at 4% or $403,597 at 6%; with 50% employer match about $403,597 at 4% or $269,065 at 6%; with 100% employer match about $302,698 at 4% or $201,798 at 6%.
2023111$3,158,346$183,514$16,683iApproximate average salary by contribution assumption: employee only about $417,077 at 4% or $278,052 at 6%; with 50% employer match about $278,052 at 4% or $185,368 at 6%; with 100% employer match about $208,539 at 4% or $139,026 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-11$3,158,346$183,514$16,683iApproximate average salary by contribution assumption: employee only about $417,077 at 4% or $278,052 at 6%; with 50% employer match about $278,052 at 4% or $185,368 at 6%; with 100% employer match about $208,539 at 4% or $139,026 at 6%.
2022111$2,487,750$158,595$14,418iApproximate average salary by contribution assumption: employee only about $360,443 at 4% or $240,295 at 6%; with 50% employer match about $240,295 at 4% or $160,197 at 6%; with 100% employer match about $180,222 at 4% or $120,148 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-11$2,487,750$158,595$14,418iApproximate average salary by contribution assumption: employee only about $360,443 at 4% or $240,295 at 6%; with 50% employer match about $240,295 at 4% or $160,197 at 6%; with 100% employer match about $180,222 at 4% or $120,148 at 6%.
2021110$2,779,687$149,761$14,976iApproximate average salary by contribution assumption: employee only about $374,403 at 4% or $249,602 at 6%; with 50% employer match about $249,602 at 4% or $166,401 at 6%; with 100% employer match about $187,201 at 4% or $124,801 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-10$2,779,687$149,761$14,976iApproximate average salary by contribution assumption: employee only about $374,403 at 4% or $249,602 at 6%; with 50% employer match about $249,602 at 4% or $166,401 at 6%; with 100% employer match about $187,201 at 4% or $124,801 at 6%.
2020110$2,224,149$137,981$13,798iApproximate average salary by contribution assumption: employee only about $344,953 at 4% or $229,968 at 6%; with 50% employer match about $229,968 at 4% or $153,312 at 6%; with 100% employer match about $172,476 at 4% or $114,984 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-10$2,224,149$137,981$13,798iApproximate average salary by contribution assumption: employee only about $344,953 at 4% or $229,968 at 6%; with 50% employer match about $229,968 at 4% or $153,312 at 6%; with 100% employer match about $172,476 at 4% or $114,984 at 6%.
201919$1,803,632$130,923$14,547iApproximate average salary by contribution assumption: employee only about $363,675 at 4% or $242,450 at 6%; with 50% employer match about $242,450 at 4% or $161,633 at 6%; with 100% employer match about $181,838 at 4% or $121,225 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-9$1,803,632$130,923$14,547iApproximate average salary by contribution assumption: employee only about $363,675 at 4% or $242,450 at 6%; with 50% employer match about $242,450 at 4% or $161,633 at 6%; with 100% employer match about $181,838 at 4% or $121,225 at 6%.
201818$1,326,249$138,182$17,273iApproximate average salary by contribution assumption: employee only about $431,819 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,940 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-8$1,326,249$138,182$17,273iApproximate average salary by contribution assumption: employee only about $431,819 at 4% or $287,879 at 6%; with 50% employer match about $287,879 at 4% or $191,919 at 6%; with 100% employer match about $215,909 at 4% or $143,940 at 6%.
201719$1,287,021$119,359$13,262iApproximate average salary by contribution assumption: employee only about $331,553 at 4% or $221,035 at 6%; with 50% employer match about $221,035 at 4% or $147,357 at 6%; with 100% employer match about $165,776 at 4% or $110,518 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-9$1,287,021$119,359$13,262iApproximate average salary by contribution assumption: employee only about $331,553 at 4% or $221,035 at 6%; with 50% employer match about $221,035 at 4% or $147,357 at 6%; with 100% employer match about $165,776 at 4% or $110,518 at 6%.
201619$978,736$109,816$12,202iApproximate average salary by contribution assumption: employee only about $305,044 at 4% or $203,363 at 6%; with 50% employer match about $203,363 at 4% or $135,575 at 6%; with 100% employer match about $152,522 at 4% or $101,681 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-9$978,736$109,816$12,202iApproximate average salary by contribution assumption: employee only about $305,044 at 4% or $203,363 at 6%; with 50% employer match about $203,363 at 4% or $135,575 at 6%; with 100% employer match about $152,522 at 4% or $101,681 at 6%.
2015110$785,129$116,014$11,601iApproximate average salary by contribution assumption: employee only about $290,035 at 4% or $193,357 at 6%; with 50% employer match about $193,357 at 4% or $128,904 at 6%; with 100% employer match about $145,018 at 4% or $96,678 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-10$785,129$116,014$11,601iApproximate average salary by contribution assumption: employee only about $290,035 at 4% or $193,357 at 6%; with 50% employer match about $193,357 at 4% or $128,904 at 6%; with 100% employer match about $145,018 at 4% or $96,678 at 6%.
201417$707,696$105,398$15,057iApproximate average salary by contribution assumption: employee only about $376,421 at 4% or $250,948 at 6%; with 50% employer match about $250,948 at 4% or $167,298 at 6%; with 100% employer match about $188,211 at 4% or $125,474 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-7$707,696$105,398$15,057iApproximate average salary by contribution assumption: employee only about $376,421 at 4% or $250,948 at 6%; with 50% employer match about $250,948 at 4% or $167,298 at 6%; with 100% employer match about $188,211 at 4% or $125,474 at 6%.
201317$584,721$80,503$11,500iApproximate average salary by contribution assumption: employee only about $287,511 at 4% or $191,674 at 6%; with 50% employer match about $191,674 at 4% or $127,783 at 6%; with 100% employer match about $143,755 at 4% or $95,837 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-7$584,721$80,503$11,500iApproximate average salary by contribution assumption: employee only about $287,511 at 4% or $191,674 at 6%; with 50% employer match about $191,674 at 4% or $127,783 at 6%; with 100% employer match about $143,755 at 4% or $95,837 at 6%.
201217$414,956$65,082$9,297iApproximate average salary by contribution assumption: employee only about $232,436 at 4% or $154,957 at 6%; with 50% employer match about $154,957 at 4% or $103,305 at 6%; with 100% employer match about $116,218 at 4% or $77,479 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-7$414,956$65,082$9,297iApproximate average salary by contribution assumption: employee only about $232,436 at 4% or $154,957 at 6%; with 50% employer match about $154,957 at 4% or $103,305 at 6%; with 100% employer match about $116,218 at 4% or $77,479 at 6%.
201116$307,692$78,324$13,054iApproximate average salary by contribution assumption: employee only about $326,350 at 4% or $217,567 at 6%; with 50% employer match about $217,567 at 4% or $145,044 at 6%; with 100% employer match about $163,175 at 4% or $108,783 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-6$307,692$78,324$13,054iApproximate average salary by contribution assumption: employee only about $326,350 at 4% or $217,567 at 6%; with 50% employer match about $217,567 at 4% or $145,044 at 6%; with 100% employer match about $163,175 at 4% or $108,783 at 6%.
201014$232,947$202,915$50,729iApproximate average salary by contribution assumption: employee only about $1,268,219 at 4% or $845,479 at 6%; with 50% employer match about $845,479 at 4% or $563,653 at 6%; with 100% employer match about $634,109 at 4% or $422,740 at 6%.
GRAHAM & COMPANY PC 401(K) PLAN-4$232,947$202,915$50,729iApproximate average salary by contribution assumption: employee only about $1,268,219 at 4% or $845,479 at 6%; with 50% employer match about $845,479 at 4% or $563,653 at 6%; with 100% employer match about $634,109 at 4% or $422,740 at 6%.