Civic Intelligence

Gries Financial LLC

Plan context: Gries Financial LLC Profit Sharing Plan and Trust

EIN 34-1891243 • Cleveland, OH • 23 filings • 1 plans

1801 E 9th St Ste 1600Cleveland, OH 44114-3100
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$14,142,320

2024 Contributions

$1,102,131

Historical Graphs

Total Assets Over Time

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

$14,142,320$7,071,160$0200220132024YearValue
$14,142,320Latest year 2024

Participants Over Time

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

29150200220132024YearValue
25Latest 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
2024125$14,142,320$1,102,131$44,085iApproximate average salary by contribution assumption: employee only about $1,102,131 at 4% or $734,754 at 6%; with 50% employer match about $734,754 at 4% or $489,836 at 6%; with 100% employer match about $551,066 at 4% or $367,377 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-25$14,142,320$1,102,131$44,085iApproximate average salary by contribution assumption: employee only about $1,102,131 at 4% or $734,754 at 6%; with 50% employer match about $734,754 at 4% or $489,836 at 6%; with 100% employer match about $551,066 at 4% or $367,377 at 6%.
2023129$10,844,414$715,499$24,672iApproximate average salary by contribution assumption: employee only about $616,809 at 4% or $411,206 at 6%; with 50% employer match about $411,206 at 4% or $274,138 at 6%; with 100% employer match about $308,405 at 4% or $205,603 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-29$10,844,414$715,499$24,672iApproximate average salary by contribution assumption: employee only about $616,809 at 4% or $411,206 at 6%; with 50% employer match about $411,206 at 4% or $274,138 at 6%; with 100% employer match about $308,405 at 4% or $205,603 at 6%.
2022124$8,273,044$623,196$25,967iApproximate average salary by contribution assumption: employee only about $649,163 at 4% or $432,775 at 6%; with 50% employer match about $432,775 at 4% or $288,517 at 6%; with 100% employer match about $324,581 at 4% or $216,388 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-24$8,273,044$623,196$25,967iApproximate average salary by contribution assumption: employee only about $649,163 at 4% or $432,775 at 6%; with 50% employer match about $432,775 at 4% or $288,517 at 6%; with 100% employer match about $324,581 at 4% or $216,388 at 6%.
2021123$11,420,501$572,123$24,875iApproximate average salary by contribution assumption: employee only about $621,873 at 4% or $414,582 at 6%; with 50% employer match about $414,582 at 4% or $276,388 at 6%; with 100% employer match about $310,936 at 4% or $207,291 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-23$11,420,501$572,123$24,875iApproximate average salary by contribution assumption: employee only about $621,873 at 4% or $414,582 at 6%; with 50% employer match about $414,582 at 4% or $276,388 at 6%; with 100% employer match about $310,936 at 4% or $207,291 at 6%.
2020120$9,192,928$563,034$28,152iApproximate average salary by contribution assumption: employee only about $703,793 at 4% or $469,195 at 6%; with 50% employer match about $469,195 at 4% or $312,797 at 6%; with 100% employer match about $351,896 at 4% or $234,598 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-20$9,192,928$563,034$28,152iApproximate average salary by contribution assumption: employee only about $703,793 at 4% or $469,195 at 6%; with 50% employer match about $469,195 at 4% or $312,797 at 6%; with 100% employer match about $351,896 at 4% or $234,598 at 6%.
2019120$7,504,158$481,604$24,080iApproximate average salary by contribution assumption: employee only about $602,005 at 4% or $401,337 at 6%; with 50% employer match about $401,337 at 4% or $267,558 at 6%; with 100% employer match about $301,003 at 4% or $200,668 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-20$7,504,158$481,604$24,080iApproximate average salary by contribution assumption: employee only about $602,005 at 4% or $401,337 at 6%; with 50% employer match about $401,337 at 4% or $267,558 at 6%; with 100% employer match about $301,003 at 4% or $200,668 at 6%.
2018121$5,740,627$416,736$19,845iApproximate average salary by contribution assumption: employee only about $496,114 at 4% or $330,743 at 6%; with 50% employer match about $330,743 at 4% or $220,495 at 6%; with 100% employer match about $248,057 at 4% or $165,371 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-21$5,740,627$416,736$19,845iApproximate average salary by contribution assumption: employee only about $496,114 at 4% or $330,743 at 6%; with 50% employer match about $330,743 at 4% or $220,495 at 6%; with 100% employer match about $248,057 at 4% or $165,371 at 6%.
2017118$5,743,124$435,195$24,178iApproximate average salary by contribution assumption: employee only about $604,438 at 4% or $402,958 at 6%; with 50% employer match about $402,958 at 4% or $268,639 at 6%; with 100% employer match about $302,219 at 4% or $201,479 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-18$5,743,124$435,195$24,178iApproximate average salary by contribution assumption: employee only about $604,438 at 4% or $402,958 at 6%; with 50% employer match about $402,958 at 4% or $268,639 at 6%; with 100% employer match about $302,219 at 4% or $201,479 at 6%.
2016117$4,669,033$366,149$21,538iApproximate average salary by contribution assumption: employee only about $538,454 at 4% or $358,970 at 6%; with 50% employer match about $358,970 at 4% or $239,313 at 6%; with 100% employer match about $269,227 at 4% or $179,485 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-17$4,669,033$366,149$21,538iApproximate average salary by contribution assumption: employee only about $538,454 at 4% or $358,970 at 6%; with 50% employer match about $358,970 at 4% or $239,313 at 6%; with 100% employer match about $269,227 at 4% or $179,485 at 6%.
2015115$4,911,674$313,382$20,892iApproximate average salary by contribution assumption: employee only about $522,303 at 4% or $348,202 at 6%; with 50% employer match about $348,202 at 4% or $232,135 at 6%; with 100% employer match about $261,152 at 4% or $174,101 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-15$4,911,674$313,382$20,892iApproximate average salary by contribution assumption: employee only about $522,303 at 4% or $348,202 at 6%; with 50% employer match about $348,202 at 4% or $232,135 at 6%; with 100% employer match about $261,152 at 4% or $174,101 at 6%.
2014115$4,616,253$301,810$20,121iApproximate average salary by contribution assumption: employee only about $503,017 at 4% or $335,344 at 6%; with 50% employer match about $335,344 at 4% or $223,563 at 6%; with 100% employer match about $251,508 at 4% or $167,672 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-15$4,616,253$301,810$20,121iApproximate average salary by contribution assumption: employee only about $503,017 at 4% or $335,344 at 6%; with 50% employer match about $335,344 at 4% or $223,563 at 6%; with 100% employer match about $251,508 at 4% or $167,672 at 6%.
2013114$4,091,675$255,307$18,236iApproximate average salary by contribution assumption: employee only about $455,905 at 4% or $303,937 at 6%; with 50% employer match about $303,937 at 4% or $202,625 at 6%; with 100% employer match about $227,953 at 4% or $151,968 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-14$4,091,675$255,307$18,236iApproximate average salary by contribution assumption: employee only about $455,905 at 4% or $303,937 at 6%; with 50% employer match about $303,937 at 4% or $202,625 at 6%; with 100% employer match about $227,953 at 4% or $151,968 at 6%.
2012115$3,231,897$198,170$13,211iApproximate average salary by contribution assumption: employee only about $330,283 at 4% or $220,189 at 6%; with 50% employer match about $220,189 at 4% or $146,793 at 6%; with 100% employer match about $165,142 at 4% or $110,094 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-15$3,231,897$198,170$13,211iApproximate average salary by contribution assumption: employee only about $330,283 at 4% or $220,189 at 6%; with 50% employer match about $220,189 at 4% or $146,793 at 6%; with 100% employer match about $165,142 at 4% or $110,094 at 6%.
2011114$2,740,053$177,244$12,660iApproximate average salary by contribution assumption: employee only about $316,507 at 4% or $211,005 at 6%; with 50% employer match about $211,005 at 4% or $140,670 at 6%; with 100% employer match about $158,254 at 4% or $105,502 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-14$2,740,053$177,244$12,660iApproximate average salary by contribution assumption: employee only about $316,507 at 4% or $211,005 at 6%; with 50% employer match about $211,005 at 4% or $140,670 at 6%; with 100% employer match about $158,254 at 4% or $105,502 at 6%.
2010114$2,743,156$178,030$12,716iApproximate average salary by contribution assumption: employee only about $317,911 at 4% or $211,940 at 6%; with 50% employer match about $211,940 at 4% or $141,294 at 6%; with 100% employer match about $158,955 at 4% or $105,970 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-14$2,743,156$178,030$12,716iApproximate average salary by contribution assumption: employee only about $317,911 at 4% or $211,940 at 6%; with 50% employer match about $211,940 at 4% or $141,294 at 6%; with 100% employer match about $158,955 at 4% or $105,970 at 6%.
2009115$2,330,609$159,224$10,615iApproximate average salary by contribution assumption: employee only about $265,373 at 4% or $176,916 at 6%; with 50% employer match about $176,916 at 4% or $117,944 at 6%; with 100% employer match about $132,687 at 4% or $88,458 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-15$2,330,609$159,224$10,615iApproximate average salary by contribution assumption: employee only about $265,373 at 4% or $176,916 at 6%; with 50% employer match about $176,916 at 4% or $117,944 at 6%; with 100% employer match about $132,687 at 4% or $88,458 at 6%.
2008113$1,778,028$167,565$12,890iApproximate average salary by contribution assumption: employee only about $322,240 at 4% or $214,827 at 6%; with 50% employer match about $214,827 at 4% or $143,218 at 6%; with 100% employer match about $161,120 at 4% or $107,413 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-13$1,778,028$167,565$12,890iApproximate average salary by contribution assumption: employee only about $322,240 at 4% or $214,827 at 6%; with 50% employer match about $214,827 at 4% or $143,218 at 6%; with 100% employer match about $161,120 at 4% or $107,413 at 6%.
2007113$2,597,219$165,334$12,718iApproximate average salary by contribution assumption: employee only about $317,950 at 4% or $211,967 at 6%; with 50% employer match about $211,967 at 4% or $141,311 at 6%; with 100% employer match about $158,975 at 4% or $105,983 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-13$2,597,219$165,334$12,718iApproximate average salary by contribution assumption: employee only about $317,950 at 4% or $211,967 at 6%; with 50% employer match about $211,967 at 4% or $141,311 at 6%; with 100% employer match about $158,975 at 4% or $105,983 at 6%.
2006114$2,188,319$145,141$10,367iApproximate average salary by contribution assumption: employee only about $259,180 at 4% or $172,787 at 6%; with 50% employer match about $172,787 at 4% or $115,191 at 6%; with 100% employer match about $129,590 at 4% or $86,393 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-14$2,188,319$145,141$10,367iApproximate average salary by contribution assumption: employee only about $259,180 at 4% or $172,787 at 6%; with 50% employer match about $172,787 at 4% or $115,191 at 6%; with 100% employer match about $129,590 at 4% or $86,393 at 6%.
2005113$1,761,822$172,958$13,304iApproximate average salary by contribution assumption: employee only about $332,612 at 4% or $221,741 at 6%; with 50% employer match about $221,741 at 4% or $147,827 at 6%; with 100% employer match about $166,306 at 4% or $110,871 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-13$1,761,822$172,958$13,304iApproximate average salary by contribution assumption: employee only about $332,612 at 4% or $221,741 at 6%; with 50% employer match about $221,741 at 4% or $147,827 at 6%; with 100% employer match about $166,306 at 4% or $110,871 at 6%.
2004115$1,463,159$121,618$8,108iApproximate average salary by contribution assumption: employee only about $202,697 at 4% or $135,131 at 6%; with 50% employer match about $135,131 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,566 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-15$1,463,159$121,618$8,108iApproximate average salary by contribution assumption: employee only about $202,697 at 4% or $135,131 at 6%; with 50% employer match about $135,131 at 4% or $90,087 at 6%; with 100% employer match about $101,348 at 4% or $67,566 at 6%.
2003117$1,303,518$107,018$6,295iApproximate average salary by contribution assumption: employee only about $157,379 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,946 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-17$1,303,518$107,018$6,295iApproximate average salary by contribution assumption: employee only about $157,379 at 4% or $104,920 at 6%; with 50% employer match about $104,920 at 4% or $69,946 at 6%; with 100% employer match about $78,690 at 4% or $52,460 at 6%.
2002118$924,838$121,376$6,743iApproximate average salary by contribution assumption: employee only about $168,578 at 4% or $112,385 at 6%; with 50% employer match about $112,385 at 4% or $74,923 at 6%; with 100% employer match about $84,289 at 4% or $56,193 at 6%.
Gries Financial LLC Profit Sharing Plan and Trust-18$924,838$121,376$6,743iApproximate average salary by contribution assumption: employee only about $168,578 at 4% or $112,385 at 6%; with 50% employer match about $112,385 at 4% or $74,923 at 6%; with 100% employer match about $84,289 at 4% or $56,193 at 6%.