Civic Intelligence

Gratry & Company LLC

Plan context: Gratry & Company Retirement Savings Plan and Trust

EIN 27-1877673 • Beachwood, OH • 8 filings • 1 plans

3201 Enterprise Parkway, Ste 495Beachwood, OH 44122
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$1,440,926

2018 Contributions

$27,091

Historical Graphs

Total Assets Over Time

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

$1,440,926$720,463$0201120142017YearValue
$1,440,926Latest year 2017

Participants Over Time

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

1050201120142017YearValue
9Latest year 2017

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
201810$0$27,091-
Gratry & Company Retirement Savings Plan and Trust-0$0$27,091-
201719$1,440,926$89,069$9,897iApproximate average salary by contribution assumption: employee only about $247,414 at 4% or $164,943 at 6%; with 50% employer match about $164,943 at 4% or $109,962 at 6%; with 100% employer match about $123,707 at 4% or $82,471 at 6%.
Gratry & Company Retirement Savings Plan and Trust-9$1,440,926$89,069$9,897iApproximate average salary by contribution assumption: employee only about $247,414 at 4% or $164,943 at 6%; with 50% employer match about $164,943 at 4% or $109,962 at 6%; with 100% employer match about $123,707 at 4% or $82,471 at 6%.
2016110$1,387,258$133,685$13,369iApproximate average salary by contribution assumption: employee only about $334,213 at 4% or $222,808 at 6%; with 50% employer match about $222,808 at 4% or $148,539 at 6%; with 100% employer match about $167,106 at 4% or $111,404 at 6%.
Gratry & Company Retirement Savings Plan and Trust-10$1,387,258$133,685$13,369iApproximate average salary by contribution assumption: employee only about $334,213 at 4% or $222,808 at 6%; with 50% employer match about $222,808 at 4% or $148,539 at 6%; with 100% employer match about $167,106 at 4% or $111,404 at 6%.
2015110$1,300,438$131,811$13,181iApproximate average salary by contribution assumption: employee only about $329,528 at 4% or $219,685 at 6%; with 50% employer match about $219,685 at 4% or $146,457 at 6%; with 100% employer match about $164,764 at 4% or $109,843 at 6%.
Gratry & Company Retirement Savings Plan and Trust-10$1,300,438$131,811$13,181iApproximate average salary by contribution assumption: employee only about $329,528 at 4% or $219,685 at 6%; with 50% employer match about $219,685 at 4% or $146,457 at 6%; with 100% employer match about $164,764 at 4% or $109,843 at 6%.
201419$1,240,787$119,365$13,263iApproximate average salary by contribution assumption: employee only about $331,569 at 4% or $221,046 at 6%; with 50% employer match about $221,046 at 4% or $147,364 at 6%; with 100% employer match about $165,785 at 4% or $110,523 at 6%.
Gratry & Company Retirement Savings Plan and Trust-9$1,240,787$119,365$13,263iApproximate average salary by contribution assumption: employee only about $331,569 at 4% or $221,046 at 6%; with 50% employer match about $221,046 at 4% or $147,364 at 6%; with 100% employer match about $165,785 at 4% or $110,523 at 6%.
201319$1,151,635$113,468$12,608iApproximate average salary by contribution assumption: employee only about $315,189 at 4% or $210,126 at 6%; with 50% employer match about $210,126 at 4% or $140,084 at 6%; with 100% employer match about $157,594 at 4% or $105,063 at 6%.
Gratry & Company Retirement Savings Plan and Trust-9$1,151,635$113,468$12,608iApproximate average salary by contribution assumption: employee only about $315,189 at 4% or $210,126 at 6%; with 50% employer match about $210,126 at 4% or $140,084 at 6%; with 100% employer match about $157,594 at 4% or $105,063 at 6%.
201218$838,811$95,495$11,937iApproximate average salary by contribution assumption: employee only about $298,422 at 4% or $198,948 at 6%; with 50% employer match about $198,948 at 4% or $132,632 at 6%; with 100% employer match about $149,211 at 4% or $99,474 at 6%.
Gratry & Company Retirement Savings Plan and Trust-8$838,811$95,495$11,937iApproximate average salary by contribution assumption: employee only about $298,422 at 4% or $198,948 at 6%; with 50% employer match about $198,948 at 4% or $132,632 at 6%; with 100% employer match about $149,211 at 4% or $99,474 at 6%.
201119$656,208$6,317$702iApproximate average salary by contribution assumption: employee only about $17,547 at 4% or $11,698 at 6%; with 50% employer match about $11,698 at 4% or $7,799 at 6%; with 100% employer match about $8,774 at 4% or $5,849 at 6%.
Gratry & Company Retirement Savings Plan and Trust-9$656,208$6,317$702iApproximate average salary by contribution assumption: employee only about $17,547 at 4% or $11,698 at 6%; with 50% employer match about $11,698 at 4% or $7,799 at 6%; with 100% employer match about $8,774 at 4% or $5,849 at 6%.