Civic Intelligence

Gries Financial, LCC

Plan context: Gries Financial LLC Profit Sharing Plan and Trust

EIN 34-1257039 • 3 filings • 2 plans

Current Snapshot

Latest Year

2001

2001 Participants

23

2001 Assets

$1,254,277

2001 Contributions

$148,278

Historical Graphs

Total Assets Over Time

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

$1,420,482$710,241$0199920002001YearValue
$1,254,277Latest year 2001

Participants Over Time

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

23120199920002001YearValue
23Latest year 2001

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
2001123$1,254,277$148,278$6,447iApproximate average salary by contribution assumption: employee only about $161,172 at 4% or $107,448 at 6%; with 50% employer match about $107,448 at 4% or $71,632 at 6%; with 100% employer match about $80,586 at 4% or $53,724 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-23$1,254,277$148,278$6,447iApproximate average salary by contribution assumption: employee only about $161,172 at 4% or $107,448 at 6%; with 50% employer match about $107,448 at 4% or $71,632 at 6%; with 100% employer match about $80,586 at 4% or $53,724 at 6%.
2000122$1,364,404$197,599$8,982iApproximate average salary by contribution assumption: employee only about $224,544 at 4% or $149,696 at 6%; with 50% employer match about $149,696 at 4% or $99,797 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-22$1,364,404$197,599$8,982iApproximate average salary by contribution assumption: employee only about $224,544 at 4% or $149,696 at 6%; with 50% employer match about $149,696 at 4% or $99,797 at 6%; with 100% employer match about $112,272 at 4% or $74,848 at 6%.
1999115$1,420,482$134,481$8,965iApproximate average salary by contribution assumption: employee only about $224,135 at 4% or $149,423 at 6%; with 50% employer match about $149,423 at 4% or $99,616 at 6%; with 100% employer match about $112,068 at 4% or $74,712 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-15$1,420,482$134,481$8,965iApproximate average salary by contribution assumption: employee only about $224,135 at 4% or $149,423 at 6%; with 50% employer match about $149,423 at 4% or $99,616 at 6%; with 100% employer match about $112,068 at 4% or $74,712 at 6%.