Joseph Graves Associates Inc.
Plan context: Joseph Graves Associates Inc. 401K Profit Sharing Plan
EIN 35-1711771 • Carmel, IN • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
47
2025 Assets
$12,455,124
2025 Contributions
$564,997
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 47 | $12,455,124 | $564,997 | $12,021iApproximate average salary by contribution assumption: employee only about $300,530 at 4% or $200,354 at 6%; with 50% employer match about $200,354 at 4% or $133,569 at 6%; with 100% employer match about $150,265 at 4% or $100,177 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $12,455,124 | $564,997 | $12,021iApproximate average salary by contribution assumption: employee only about $300,530 at 4% or $200,354 at 6%; with 50% employer match about $200,354 at 4% or $133,569 at 6%; with 100% employer match about $150,265 at 4% or $100,177 at 6%. |
| 2024 | 1 | 47 | $11,692,725 | $1,006,910 | $21,424iApproximate average salary by contribution assumption: employee only about $535,590 at 4% or $357,060 at 6%; with 50% employer match about $357,060 at 4% or $238,040 at 6%; with 100% employer match about $267,795 at 4% or $178,530 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $11,692,725 | $1,006,910 | $21,424iApproximate average salary by contribution assumption: employee only about $535,590 at 4% or $357,060 at 6%; with 50% employer match about $357,060 at 4% or $238,040 at 6%; with 100% employer match about $267,795 at 4% or $178,530 at 6%. |
| 2023 | 1 | 50 | $9,908,107 | $495,164 | $9,903iApproximate average salary by contribution assumption: employee only about $247,582 at 4% or $165,055 at 6%; with 50% employer match about $165,055 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 50 | $9,908,107 | $495,164 | $9,903iApproximate average salary by contribution assumption: employee only about $247,582 at 4% or $165,055 at 6%; with 50% employer match about $165,055 at 4% or $110,036 at 6%; with 100% employer match about $123,791 at 4% or $82,527 at 6%. |
| 2022 | 1 | 51 | $8,091,519 | $489,136 | $9,591iApproximate average salary by contribution assumption: employee only about $239,773 at 4% or $159,848 at 6%; with 50% employer match about $159,848 at 4% or $106,566 at 6%; with 100% employer match about $119,886 at 4% or $79,924 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 51 | $8,091,519 | $489,136 | $9,591iApproximate average salary by contribution assumption: employee only about $239,773 at 4% or $159,848 at 6%; with 50% employer match about $159,848 at 4% or $106,566 at 6%; with 100% employer match about $119,886 at 4% or $79,924 at 6%. |
| 2021 | 1 | 46 | $9,670,986 | $430,182 | $9,352iApproximate average salary by contribution assumption: employee only about $233,795 at 4% or $155,863 at 6%; with 50% employer match about $155,863 at 4% or $103,909 at 6%; with 100% employer match about $116,897 at 4% or $77,932 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 46 | $9,670,986 | $430,182 | $9,352iApproximate average salary by contribution assumption: employee only about $233,795 at 4% or $155,863 at 6%; with 50% employer match about $155,863 at 4% or $103,909 at 6%; with 100% employer match about $116,897 at 4% or $77,932 at 6%. |
| 2020 | 1 | 44 | $8,244,097 | $418,445 | $9,510iApproximate average salary by contribution assumption: employee only about $237,753 at 4% or $158,502 at 6%; with 50% employer match about $158,502 at 4% or $105,668 at 6%; with 100% employer match about $118,876 at 4% or $79,251 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 44 | $8,244,097 | $418,445 | $9,510iApproximate average salary by contribution assumption: employee only about $237,753 at 4% or $158,502 at 6%; with 50% employer match about $158,502 at 4% or $105,668 at 6%; with 100% employer match about $118,876 at 4% or $79,251 at 6%. |
| 2019 | 1 | 46 | $7,024,819 | $455,719 | $9,907iApproximate average salary by contribution assumption: employee only about $247,673 at 4% or $165,116 at 6%; with 50% employer match about $165,116 at 4% or $110,077 at 6%; with 100% employer match about $123,837 at 4% or $82,558 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 46 | $7,024,819 | $455,719 | $9,907iApproximate average salary by contribution assumption: employee only about $247,673 at 4% or $165,116 at 6%; with 50% employer match about $165,116 at 4% or $110,077 at 6%; with 100% employer match about $123,837 at 4% or $82,558 at 6%. |
| 2018 | 1 | 47 | $5,641,933 | $494,918 | $10,530iApproximate average salary by contribution assumption: employee only about $263,254 at 4% or $175,503 at 6%; with 50% employer match about $175,503 at 4% or $117,002 at 6%; with 100% employer match about $131,627 at 4% or $87,751 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $5,641,933 | $494,918 | $10,530iApproximate average salary by contribution assumption: employee only about $263,254 at 4% or $175,503 at 6%; with 50% employer match about $175,503 at 4% or $117,002 at 6%; with 100% employer match about $131,627 at 4% or $87,751 at 6%. |
| 2017 | 1 | 48 | $5,605,461 | $479,588 | $9,991iApproximate average salary by contribution assumption: employee only about $249,785 at 4% or $166,524 at 6%; with 50% employer match about $166,524 at 4% or $111,016 at 6%; with 100% employer match about $124,893 at 4% or $83,262 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 48 | $5,605,461 | $479,588 | $9,991iApproximate average salary by contribution assumption: employee only about $249,785 at 4% or $166,524 at 6%; with 50% employer match about $166,524 at 4% or $111,016 at 6%; with 100% employer match about $124,893 at 4% or $83,262 at 6%. |
| 2016 | 1 | 47 | $4,443,230 | $416,588 | $8,864iApproximate average salary by contribution assumption: employee only about $221,589 at 4% or $147,726 at 6%; with 50% employer match about $147,726 at 4% or $98,484 at 6%; with 100% employer match about $110,795 at 4% or $73,863 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $4,443,230 | $416,588 | $8,864iApproximate average salary by contribution assumption: employee only about $221,589 at 4% or $147,726 at 6%; with 50% employer match about $147,726 at 4% or $98,484 at 6%; with 100% employer match about $110,795 at 4% or $73,863 at 6%. |
| 2015 | 1 | 47 | $3,864,695 | $420,705 | $8,951iApproximate average salary by contribution assumption: employee only about $223,779 at 4% or $149,186 at 6%; with 50% employer match about $149,186 at 4% or $99,457 at 6%; with 100% employer match about $111,890 at 4% or $74,593 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $3,864,695 | $420,705 | $8,951iApproximate average salary by contribution assumption: employee only about $223,779 at 4% or $149,186 at 6%; with 50% employer match about $149,186 at 4% or $99,457 at 6%; with 100% employer match about $111,890 at 4% or $74,593 at 6%. |
| 2014 | 1 | 47 | $3,609,241 | $423,527 | $9,011iApproximate average salary by contribution assumption: employee only about $225,280 at 4% or $150,187 at 6%; with 50% employer match about $150,187 at 4% or $100,125 at 6%; with 100% employer match about $112,640 at 4% or $75,093 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $3,609,241 | $423,527 | $9,011iApproximate average salary by contribution assumption: employee only about $225,280 at 4% or $150,187 at 6%; with 50% employer match about $150,187 at 4% or $100,125 at 6%; with 100% employer match about $112,640 at 4% or $75,093 at 6%. |
| 2013 | 1 | 47 | $3,077,945 | $429,249 | $9,133iApproximate average salary by contribution assumption: employee only about $228,324 at 4% or $152,216 at 6%; with 50% employer match about $152,216 at 4% or $101,477 at 6%; with 100% employer match about $114,162 at 4% or $76,108 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 47 | $3,077,945 | $429,249 | $9,133iApproximate average salary by contribution assumption: employee only about $228,324 at 4% or $152,216 at 6%; with 50% employer match about $152,216 at 4% or $101,477 at 6%; with 100% employer match about $114,162 at 4% or $76,108 at 6%. |
| 2012 | 1 | 37 | $2,128,621 | $242,385 | $6,551iApproximate average salary by contribution assumption: employee only about $163,774 at 4% or $109,182 at 6%; with 50% employer match about $109,182 at 4% or $72,788 at 6%; with 100% employer match about $81,887 at 4% or $54,591 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 37 | $2,128,621 | $242,385 | $6,551iApproximate average salary by contribution assumption: employee only about $163,774 at 4% or $109,182 at 6%; with 50% employer match about $109,182 at 4% or $72,788 at 6%; with 100% employer match about $81,887 at 4% or $54,591 at 6%. |
| 2011 | 1 | 31 | $1,720,297 | $180,568 | $5,825iApproximate average salary by contribution assumption: employee only about $145,619 at 4% or $97,080 at 6%; with 50% employer match about $97,080 at 4% or $64,720 at 6%; with 100% employer match about $72,810 at 4% or $48,540 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 31 | $1,720,297 | $180,568 | $5,825iApproximate average salary by contribution assumption: employee only about $145,619 at 4% or $97,080 at 6%; with 50% employer match about $97,080 at 4% or $64,720 at 6%; with 100% employer match about $72,810 at 4% or $48,540 at 6%. |
| 2010 | 1 | 27 | $1,562,142 | $158,362 | $5,865iApproximate average salary by contribution assumption: employee only about $146,631 at 4% or $97,754 at 6%; with 50% employer match about $97,754 at 4% or $65,170 at 6%; with 100% employer match about $73,316 at 4% or $48,877 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 27 | $1,562,142 | $158,362 | $5,865iApproximate average salary by contribution assumption: employee only about $146,631 at 4% or $97,754 at 6%; with 50% employer match about $97,754 at 4% or $65,170 at 6%; with 100% employer match about $73,316 at 4% or $48,877 at 6%. |
| 2009 | 1 | 26 | $1,252,374 | $183,632 | $7,063iApproximate average salary by contribution assumption: employee only about $176,569 at 4% or $117,713 at 6%; with 50% employer match about $117,713 at 4% or $78,475 at 6%; with 100% employer match about $88,285 at 4% or $58,856 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 26 | $1,252,374 | $183,632 | $7,063iApproximate average salary by contribution assumption: employee only about $176,569 at 4% or $117,713 at 6%; with 50% employer match about $117,713 at 4% or $78,475 at 6%; with 100% employer match about $88,285 at 4% or $58,856 at 6%. |
| 2008 | 1 | 27 | $837,981 | $132,931 | $4,923iApproximate average salary by contribution assumption: employee only about $123,084 at 4% or $82,056 at 6%; with 50% employer match about $82,056 at 4% or $54,704 at 6%; with 100% employer match about $61,542 at 4% or $41,028 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 27 | $837,981 | $132,931 | $4,923iApproximate average salary by contribution assumption: employee only about $123,084 at 4% or $82,056 at 6%; with 50% employer match about $82,056 at 4% or $54,704 at 6%; with 100% employer match about $61,542 at 4% or $41,028 at 6%. |
| 2007 | 1 | 25 | $1,131,706 | $119,746 | $4,790iApproximate average salary by contribution assumption: employee only about $119,746 at 4% or $79,831 at 6%; with 50% employer match about $79,831 at 4% or $53,220 at 6%; with 100% employer match about $59,873 at 4% or $39,915 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 25 | $1,131,706 | $119,746 | $4,790iApproximate average salary by contribution assumption: employee only about $119,746 at 4% or $79,831 at 6%; with 50% employer match about $79,831 at 4% or $53,220 at 6%; with 100% employer match about $59,873 at 4% or $39,915 at 6%. |
| 2006 | 1 | 22 | $956,139 | $101,087 | $4,595iApproximate average salary by contribution assumption: employee only about $114,872 at 4% or $76,581 at 6%; with 50% employer match about $76,581 at 4% or $51,054 at 6%; with 100% employer match about $57,436 at 4% or $38,291 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 22 | $956,139 | $101,087 | $4,595iApproximate average salary by contribution assumption: employee only about $114,872 at 4% or $76,581 at 6%; with 50% employer match about $76,581 at 4% or $51,054 at 6%; with 100% employer match about $57,436 at 4% or $38,291 at 6%. |
| 2005 | 1 | 19 | $802,451 | $68,917 | $3,627iApproximate average salary by contribution assumption: employee only about $90,680 at 4% or $60,454 at 6%; with 50% employer match about $60,454 at 4% or $40,302 at 6%; with 100% employer match about $45,340 at 4% or $30,227 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 19 | $802,451 | $68,917 | $3,627iApproximate average salary by contribution assumption: employee only about $90,680 at 4% or $60,454 at 6%; with 50% employer match about $60,454 at 4% or $40,302 at 6%; with 100% employer match about $45,340 at 4% or $30,227 at 6%. |
| 2004 | 1 | 21 | $862,732 | $80,937 | $3,854iApproximate average salary by contribution assumption: employee only about $96,354 at 4% or $64,236 at 6%; with 50% employer match about $64,236 at 4% or $42,824 at 6%; with 100% employer match about $48,177 at 4% or $32,118 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 21 | $862,732 | $80,937 | $3,854iApproximate average salary by contribution assumption: employee only about $96,354 at 4% or $64,236 at 6%; with 50% employer match about $64,236 at 4% or $42,824 at 6%; with 100% employer match about $48,177 at 4% or $32,118 at 6%. |
| 2003 | 1 | 27 | $962,031 | $179,534 | $6,649iApproximate average salary by contribution assumption: employee only about $166,235 at 4% or $110,823 at 6%; with 50% employer match about $110,823 at 4% or $73,882 at 6%; with 100% employer match about $83,118 at 4% or $55,412 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 27 | $962,031 | $179,534 | $6,649iApproximate average salary by contribution assumption: employee only about $166,235 at 4% or $110,823 at 6%; with 50% employer match about $110,823 at 4% or $73,882 at 6%; with 100% employer match about $83,118 at 4% or $55,412 at 6%. |
| 2002 | 1 | 35 | $664,572 | $227,245 | $6,493iApproximate average salary by contribution assumption: employee only about $162,318 at 4% or $108,212 at 6%; with 50% employer match about $108,212 at 4% or $72,141 at 6%; with 100% employer match about $81,159 at 4% or $54,106 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 35 | $664,572 | $227,245 | $6,493iApproximate average salary by contribution assumption: employee only about $162,318 at 4% or $108,212 at 6%; with 50% employer match about $108,212 at 4% or $72,141 at 6%; with 100% employer match about $81,159 at 4% or $54,106 at 6%. |
| 2001 | 1 | 35 | $0 | $0 | - |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 35 | - | - | - |
| 2000 | 1 | 30 | $458,174 | $152,000 | $5,067iApproximate average salary by contribution assumption: employee only about $126,667 at 4% or $84,444 at 6%; with 50% employer match about $84,444 at 4% or $56,296 at 6%; with 100% employer match about $63,333 at 4% or $42,222 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 30 | $458,174 | $152,000 | $5,067iApproximate average salary by contribution assumption: employee only about $126,667 at 4% or $84,444 at 6%; with 50% employer match about $84,444 at 4% or $56,296 at 6%; with 100% employer match about $63,333 at 4% or $42,222 at 6%. |
| 1999 | 1 | 30 | $430,889 | $269,426 | $8,981iApproximate average salary by contribution assumption: employee only about $224,522 at 4% or $149,681 at 6%; with 50% employer match about $149,681 at 4% or $99,787 at 6%; with 100% employer match about $112,261 at 4% or $74,841 at 6%. |
| Joseph Graves Associates Inc. 401K Profit Sharing Plan | - | 30 | $430,889 | $269,426 | $8,981iApproximate average salary by contribution assumption: employee only about $224,522 at 4% or $149,681 at 6%; with 50% employer match about $149,681 at 4% or $99,787 at 6%; with 100% employer match about $112,261 at 4% or $74,841 at 6%. |