Civic Intelligence

Greystone Investment Management LLC

Plan context: Greystone Investment Management LLC Profit Sharing Plan

EIN 34-1947478 • Mason, OH • 18 filings • 1 plans

5320 Mapledale WayMason, OH 45040
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$3,792,596

2019 Contributions

$154,652

Historical Graphs

Total Assets Over Time

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

$4,025,910$2,012,955$0200220112018YearValue
$3,792,596Latest year 2018

Participants Over Time

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

840200220102018YearValue
7Latest year 2018

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
201910$0$0-
Greystone Investment Management LLC Profit Sharing Plan-0$0--
201817$3,792,596$154,652$22,093iApproximate average salary by contribution assumption: employee only about $552,329 at 4% or $368,219 at 6%; with 50% employer match about $368,219 at 4% or $245,479 at 6%; with 100% employer match about $276,164 at 4% or $184,110 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-7$3,792,596$154,652$22,093iApproximate average salary by contribution assumption: employee only about $552,329 at 4% or $368,219 at 6%; with 50% employer match about $368,219 at 4% or $245,479 at 6%; with 100% employer match about $276,164 at 4% or $184,110 at 6%.
201717$4,025,910$151,194$21,599iApproximate average salary by contribution assumption: employee only about $539,979 at 4% or $359,986 at 6%; with 50% employer match about $359,986 at 4% or $239,990 at 6%; with 100% employer match about $269,989 at 4% or $179,993 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-7$4,025,910$151,194$21,599iApproximate average salary by contribution assumption: employee only about $539,979 at 4% or $359,986 at 6%; with 50% employer match about $359,986 at 4% or $239,990 at 6%; with 100% employer match about $269,989 at 4% or $179,993 at 6%.
201618$3,626,597$149,898$18,737iApproximate average salary by contribution assumption: employee only about $468,431 at 4% or $312,288 at 6%; with 50% employer match about $312,288 at 4% or $208,192 at 6%; with 100% employer match about $234,216 at 4% or $156,144 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-8$3,626,597$149,898$18,737iApproximate average salary by contribution assumption: employee only about $468,431 at 4% or $312,288 at 6%; with 50% employer match about $312,288 at 4% or $208,192 at 6%; with 100% employer match about $234,216 at 4% or $156,144 at 6%.
201517$3,334,282$157,049$22,436iApproximate average salary by contribution assumption: employee only about $560,889 at 4% or $373,926 at 6%; with 50% employer match about $373,926 at 4% or $249,284 at 6%; with 100% employer match about $280,445 at 4% or $186,963 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-7$3,334,282$157,049$22,436iApproximate average salary by contribution assumption: employee only about $560,889 at 4% or $373,926 at 6%; with 50% employer match about $373,926 at 4% or $249,284 at 6%; with 100% employer match about $280,445 at 4% or $186,963 at 6%.
201417$3,542,512$145,305$20,758iApproximate average salary by contribution assumption: employee only about $518,946 at 4% or $345,964 at 6%; with 50% employer match about $345,964 at 4% or $230,643 at 6%; with 100% employer match about $259,473 at 4% or $172,982 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-7$3,542,512$145,305$20,758iApproximate average salary by contribution assumption: employee only about $518,946 at 4% or $345,964 at 6%; with 50% employer match about $345,964 at 4% or $230,643 at 6%; with 100% employer match about $259,473 at 4% or $172,982 at 6%.
201317$3,188,118$139,707$19,958iApproximate average salary by contribution assumption: employee only about $498,954 at 4% or $332,636 at 6%; with 50% employer match about $332,636 at 4% or $221,757 at 6%; with 100% employer match about $249,477 at 4% or $166,318 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-7$3,188,118$139,707$19,958iApproximate average salary by contribution assumption: employee only about $498,954 at 4% or $332,636 at 6%; with 50% employer match about $332,636 at 4% or $221,757 at 6%; with 100% employer match about $249,477 at 4% or $166,318 at 6%.
201218$2,751,126$134,155$16,769iApproximate average salary by contribution assumption: employee only about $419,234 at 4% or $279,490 at 6%; with 50% employer match about $279,490 at 4% or $186,326 at 6%; with 100% employer match about $209,617 at 4% or $139,745 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-8$2,751,126$134,155$16,769iApproximate average salary by contribution assumption: employee only about $419,234 at 4% or $279,490 at 6%; with 50% employer match about $279,490 at 4% or $186,326 at 6%; with 100% employer match about $209,617 at 4% or $139,745 at 6%.
201118$2,468,492$129,332$16,167iApproximate average salary by contribution assumption: employee only about $404,163 at 4% or $269,442 at 6%; with 50% employer match about $269,442 at 4% or $179,628 at 6%; with 100% employer match about $202,081 at 4% or $134,721 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-8$2,468,492$129,332$16,167iApproximate average salary by contribution assumption: employee only about $404,163 at 4% or $269,442 at 6%; with 50% employer match about $269,442 at 4% or $179,628 at 6%; with 100% employer match about $202,081 at 4% or $134,721 at 6%.
201018$2,463,928$141,654$17,707iApproximate average salary by contribution assumption: employee only about $442,669 at 4% or $295,113 at 6%; with 50% employer match about $295,113 at 4% or $196,742 at 6%; with 100% employer match about $221,334 at 4% or $147,556 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-8$2,463,928$141,654$17,707iApproximate average salary by contribution assumption: employee only about $442,669 at 4% or $295,113 at 6%; with 50% employer match about $295,113 at 4% or $196,742 at 6%; with 100% employer match about $221,334 at 4% or $147,556 at 6%.
200918$2,231,798$134,105$16,763iApproximate average salary by contribution assumption: employee only about $419,078 at 4% or $279,385 at 6%; with 50% employer match about $279,385 at 4% or $186,257 at 6%; with 100% employer match about $209,539 at 4% or $139,693 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-8$2,231,798$134,105$16,763iApproximate average salary by contribution assumption: employee only about $419,078 at 4% or $279,385 at 6%; with 50% employer match about $279,385 at 4% or $186,257 at 6%; with 100% employer match about $209,539 at 4% or $139,693 at 6%.
200818$1,752,934$131,595$16,449iApproximate average salary by contribution assumption: employee only about $411,234 at 4% or $274,156 at 6%; with 50% employer match about $274,156 at 4% or $182,771 at 6%; with 100% employer match about $205,617 at 4% or $137,078 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-8$1,752,934$131,595$16,449iApproximate average salary by contribution assumption: employee only about $411,234 at 4% or $274,156 at 6%; with 50% employer match about $274,156 at 4% or $182,771 at 6%; with 100% employer match about $205,617 at 4% or $137,078 at 6%.
200717$0$0-
Greystone Investment Management LLC Profit Sharing Plan-7---
200616$1,616,812$332,298$55,383iApproximate average salary by contribution assumption: employee only about $1,384,575 at 4% or $923,050 at 6%; with 50% employer match about $923,050 at 4% or $615,367 at 6%; with 100% employer match about $692,288 at 4% or $461,525 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-6$1,616,812$332,298$55,383iApproximate average salary by contribution assumption: employee only about $1,384,575 at 4% or $923,050 at 6%; with 50% employer match about $923,050 at 4% or $615,367 at 6%; with 100% employer match about $692,288 at 4% or $461,525 at 6%.
200514$1,149,763$316,396$79,099iApproximate average salary by contribution assumption: employee only about $1,977,475 at 4% or $1,318,317 at 6%; with 50% employer match about $1,318,317 at 4% or $878,878 at 6%; with 100% employer match about $988,738 at 4% or $659,158 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-4$1,149,763$316,396$79,099iApproximate average salary by contribution assumption: employee only about $1,977,475 at 4% or $1,318,317 at 6%; with 50% employer match about $1,318,317 at 4% or $878,878 at 6%; with 100% employer match about $988,738 at 4% or $659,158 at 6%.
200415$699,302$357,056$71,411iApproximate average salary by contribution assumption: employee only about $1,785,280 at 4% or $1,190,187 at 6%; with 50% employer match about $1,190,187 at 4% or $793,458 at 6%; with 100% employer match about $892,640 at 4% or $595,093 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-5$699,302$357,056$71,411iApproximate average salary by contribution assumption: employee only about $1,785,280 at 4% or $1,190,187 at 6%; with 50% employer match about $1,190,187 at 4% or $793,458 at 6%; with 100% employer match about $892,640 at 4% or $595,093 at 6%.
200314$398,560$275,984$68,996iApproximate average salary by contribution assumption: employee only about $1,724,900 at 4% or $1,149,933 at 6%; with 50% employer match about $1,149,933 at 4% or $766,622 at 6%; with 100% employer match about $862,450 at 4% or $574,967 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-4$398,560$275,984$68,996iApproximate average salary by contribution assumption: employee only about $1,724,900 at 4% or $1,149,933 at 6%; with 50% employer match about $1,149,933 at 4% or $766,622 at 6%; with 100% employer match about $862,450 at 4% or $574,967 at 6%.
200216$128,338$128,338$21,390iApproximate average salary by contribution assumption: employee only about $534,742 at 4% or $356,494 at 6%; with 50% employer match about $356,494 at 4% or $237,663 at 6%; with 100% employer match about $267,371 at 4% or $178,247 at 6%.
Greystone Investment Management LLC Profit Sharing Plan-6$128,338$128,338$21,390iApproximate average salary by contribution assumption: employee only about $534,742 at 4% or $356,494 at 6%; with 50% employer match about $356,494 at 4% or $237,663 at 6%; with 100% employer match about $267,371 at 4% or $178,247 at 6%.