Graybill Wealth Management Ltd
Plan context: Graybill Wealth Management Ltd. Retirement Plan and Trust
EIN 36-2681052 • Elmhurst, IL • 31 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,254,002
2025 Contributions
$220,000
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 | 3 | $1,254,002 | $220,000 | $73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%. |
| Graybill Wealth Management Ltd. Retirement Plan and Trust | - | 3 | $1,254,002 | $220,000 | $73,333iApproximate average salary by contribution assumption: employee only about $1,833,333 at 4% or $1,222,222 at 6%; with 50% employer match about $1,222,222 at 4% or $814,815 at 6%; with 100% employer match about $916,667 at 4% or $611,111 at 6%. |
| 2024 | 2 | 5 | $5,420,856 | $377,800 | $75,560iApproximate average salary by contribution assumption: employee only about $1,889,000 at 4% or $1,259,333 at 6%; with 50% employer match about $1,259,333 at 4% or $839,556 at 6%; with 100% employer match about $944,500 at 4% or $629,667 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $4,485,867 | $137,800 | $27,560iApproximate average salary by contribution assumption: employee only about $689,000 at 4% or $459,333 at 6%; with 50% employer match about $459,333 at 4% or $306,222 at 6%; with 100% employer match about $344,500 at 4% or $229,667 at 6%. |
| Graybill Wealth Management Ltd. Retirement Plan and Trust | - | 3 | $934,989 | $240,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2023 | 2 | 5 | $4,374,860 | $374,338 | $74,868iApproximate average salary by contribution assumption: employee only about $1,871,690 at 4% or $1,247,793 at 6%; with 50% employer match about $1,247,793 at 4% or $831,862 at 6%; with 100% employer match about $935,845 at 4% or $623,897 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $3,746,894 | $134,338 | $26,868iApproximate average salary by contribution assumption: employee only about $671,690 at 4% or $447,793 at 6%; with 50% employer match about $447,793 at 4% or $298,529 at 6%; with 100% employer match about $335,845 at 4% or $223,897 at 6%. |
| Graybill Wealth Management Ltd. Retirement Plan and Trust | - | 3 | $627,966 | $240,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| 2022 | 2 | 5 | $3,492,314 | $395,939 | $79,188iApproximate average salary by contribution assumption: employee only about $1,979,695 at 4% or $1,319,797 at 6%; with 50% employer match about $1,319,797 at 4% or $879,864 at 6%; with 100% employer match about $989,848 at 4% or $659,898 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $3,120,624 | $125,939 | $25,188iApproximate average salary by contribution assumption: employee only about $629,695 at 4% or $419,797 at 6%; with 50% employer match about $419,797 at 4% or $279,864 at 6%; with 100% employer match about $314,848 at 4% or $209,898 at 6%. |
| Graybill Wealth Management Ltd. Retirement Plan and Trust | - | 3 | $371,690 | $270,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| 2021 | 2 | 5 | $3,534,627 | $199,229 | $39,846iApproximate average salary by contribution assumption: employee only about $996,145 at 4% or $664,097 at 6%; with 50% employer match about $664,097 at 4% or $442,731 at 6%; with 100% employer match about $498,073 at 4% or $332,048 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $3,399,627 | $64,229 | $12,846iApproximate average salary by contribution assumption: employee only about $321,145 at 4% or $214,097 at 6%; with 50% employer match about $214,097 at 4% or $142,731 at 6%; with 100% employer match about $160,573 at 4% or $107,048 at 6%. |
| Graybill Wealth Management Ltd. Retirement Plan and Trust | - | 3 | $135,000 | $135,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2020 | 1 | 5 | $3,121,653 | $157,778 | $31,556iApproximate average salary by contribution assumption: employee only about $788,890 at 4% or $525,927 at 6%; with 50% employer match about $525,927 at 4% or $350,618 at 6%; with 100% employer match about $394,445 at 4% or $262,963 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $3,121,653 | $157,778 | $31,556iApproximate average salary by contribution assumption: employee only about $788,890 at 4% or $525,927 at 6%; with 50% employer match about $525,927 at 4% or $350,618 at 6%; with 100% employer match about $394,445 at 4% or $262,963 at 6%. |
| 2019 | 1 | 6 | $2,182,487 | $149,189 | $24,865iApproximate average salary by contribution assumption: employee only about $621,621 at 4% or $414,414 at 6%; with 50% employer match about $414,414 at 4% or $276,276 at 6%; with 100% employer match about $310,810 at 4% or $207,207 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $2,182,487 | $149,189 | $24,865iApproximate average salary by contribution assumption: employee only about $621,621 at 4% or $414,414 at 6%; with 50% employer match about $414,414 at 4% or $276,276 at 6%; with 100% employer match about $310,810 at 4% or $207,207 at 6%. |
| 2018 | 1 | 6 | $2,206,841 | $171,956 | $28,659iApproximate average salary by contribution assumption: employee only about $716,483 at 4% or $477,656 at 6%; with 50% employer match about $477,656 at 4% or $318,437 at 6%; with 100% employer match about $358,242 at 4% or $238,828 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $2,206,841 | $171,956 | $28,659iApproximate average salary by contribution assumption: employee only about $716,483 at 4% or $477,656 at 6%; with 50% employer match about $477,656 at 4% or $318,437 at 6%; with 100% employer match about $358,242 at 4% or $238,828 at 6%. |
| 2017 | 1 | 5 | $1,842,552 | $127,622 | $25,524iApproximate average salary by contribution assumption: employee only about $638,110 at 4% or $425,407 at 6%; with 50% employer match about $425,407 at 4% or $283,604 at 6%; with 100% employer match about $319,055 at 4% or $212,703 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $1,842,552 | $127,622 | $25,524iApproximate average salary by contribution assumption: employee only about $638,110 at 4% or $425,407 at 6%; with 50% employer match about $425,407 at 4% or $283,604 at 6%; with 100% employer match about $319,055 at 4% or $212,703 at 6%. |
| 2016 | 1 | 7 | $3,784,576 | $126,327 | $18,047iApproximate average salary by contribution assumption: employee only about $451,168 at 4% or $300,779 at 6%; with 50% employer match about $300,779 at 4% or $200,519 at 6%; with 100% employer match about $225,584 at 4% or $150,389 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $3,784,576 | $126,327 | $18,047iApproximate average salary by contribution assumption: employee only about $451,168 at 4% or $300,779 at 6%; with 50% employer match about $300,779 at 4% or $200,519 at 6%; with 100% employer match about $225,584 at 4% or $150,389 at 6%. |
| 2015 | 1 | 7 | $3,140,644 | $122,913 | $17,559iApproximate average salary by contribution assumption: employee only about $438,975 at 4% or $292,650 at 6%; with 50% employer match about $292,650 at 4% or $195,100 at 6%; with 100% employer match about $219,488 at 4% or $146,325 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $3,140,644 | $122,913 | $17,559iApproximate average salary by contribution assumption: employee only about $438,975 at 4% or $292,650 at 6%; with 50% employer match about $292,650 at 4% or $195,100 at 6%; with 100% employer match about $219,488 at 4% or $146,325 at 6%. |
| 2014 | 1 | 6 | $3,088,342 | $122,644 | $20,441iApproximate average salary by contribution assumption: employee only about $511,017 at 4% or $340,678 at 6%; with 50% employer match about $340,678 at 4% or $227,119 at 6%; with 100% employer match about $255,508 at 4% or $170,339 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $3,088,342 | $122,644 | $20,441iApproximate average salary by contribution assumption: employee only about $511,017 at 4% or $340,678 at 6%; with 50% employer match about $340,678 at 4% or $227,119 at 6%; with 100% employer match about $255,508 at 4% or $170,339 at 6%. |
| 2013 | 1 | 5 | $2,855,014 | $136,404 | $27,281iApproximate average salary by contribution assumption: employee only about $682,020 at 4% or $454,680 at 6%; with 50% employer match about $454,680 at 4% or $303,120 at 6%; with 100% employer match about $341,010 at 4% or $227,340 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $2,855,014 | $136,404 | $27,281iApproximate average salary by contribution assumption: employee only about $682,020 at 4% or $454,680 at 6%; with 50% employer match about $454,680 at 4% or $303,120 at 6%; with 100% employer match about $341,010 at 4% or $227,340 at 6%. |
| 2012 | 1 | 7 | $2,204,300 | $126,878 | $18,125iApproximate average salary by contribution assumption: employee only about $453,136 at 4% or $302,090 at 6%; with 50% employer match about $302,090 at 4% or $201,394 at 6%; with 100% employer match about $226,568 at 4% or $151,045 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $2,204,300 | $126,878 | $18,125iApproximate average salary by contribution assumption: employee only about $453,136 at 4% or $302,090 at 6%; with 50% employer match about $302,090 at 4% or $201,394 at 6%; with 100% employer match about $226,568 at 4% or $151,045 at 6%. |
| 2011 | 1 | 7 | $1,865,737 | $118,128 | $16,875iApproximate average salary by contribution assumption: employee only about $421,886 at 4% or $281,257 at 6%; with 50% employer match about $281,257 at 4% or $187,505 at 6%; with 100% employer match about $210,943 at 4% or $140,629 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $1,865,737 | $118,128 | $16,875iApproximate average salary by contribution assumption: employee only about $421,886 at 4% or $281,257 at 6%; with 50% employer match about $281,257 at 4% or $187,505 at 6%; with 100% employer match about $210,943 at 4% or $140,629 at 6%. |
| 2010 | 1 | 6 | $1,732,576 | $119,374 | $19,896iApproximate average salary by contribution assumption: employee only about $497,392 at 4% or $331,594 at 6%; with 50% employer match about $331,594 at 4% or $221,063 at 6%; with 100% employer match about $248,696 at 4% or $165,797 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $1,732,576 | $119,374 | $19,896iApproximate average salary by contribution assumption: employee only about $497,392 at 4% or $331,594 at 6%; with 50% employer match about $331,594 at 4% or $221,063 at 6%; with 100% employer match about $248,696 at 4% or $165,797 at 6%. |
| 2009 | 1 | 7 | $1,349,493 | $114,962 | $16,423iApproximate average salary by contribution assumption: employee only about $410,579 at 4% or $273,719 at 6%; with 50% employer match about $273,719 at 4% or $182,479 at 6%; with 100% employer match about $205,289 at 4% or $136,860 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $1,349,493 | $114,962 | $16,423iApproximate average salary by contribution assumption: employee only about $410,579 at 4% or $273,719 at 6%; with 50% employer match about $273,719 at 4% or $182,479 at 6%; with 100% employer match about $205,289 at 4% or $136,860 at 6%. |
| 2008 | 1 | 5 | $1,232,772 | $56,936 | $11,387iApproximate average salary by contribution assumption: employee only about $284,680 at 4% or $189,787 at 6%; with 50% employer match about $189,787 at 4% or $126,524 at 6%; with 100% employer match about $142,340 at 4% or $94,893 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 5 | $1,232,772 | $56,936 | $11,387iApproximate average salary by contribution assumption: employee only about $284,680 at 4% or $189,787 at 6%; with 50% employer match about $189,787 at 4% or $126,524 at 6%; with 100% employer match about $142,340 at 4% or $94,893 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | - | - | - |
| 2006 | 1 | 6 | $2,125,812 | $109,614 | $18,269iApproximate average salary by contribution assumption: employee only about $456,725 at 4% or $304,483 at 6%; with 50% employer match about $304,483 at 4% or $202,989 at 6%; with 100% employer match about $228,363 at 4% or $152,242 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $2,125,812 | $109,614 | $18,269iApproximate average salary by contribution assumption: employee only about $456,725 at 4% or $304,483 at 6%; with 50% employer match about $304,483 at 4% or $202,989 at 6%; with 100% employer match about $228,363 at 4% or $152,242 at 6%. |
| 2005 | 1 | 6 | $1,812,862 | $79,665 | $13,278iApproximate average salary by contribution assumption: employee only about $331,938 at 4% or $221,292 at 6%; with 50% employer match about $221,292 at 4% or $147,528 at 6%; with 100% employer match about $165,969 at 4% or $110,646 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $1,812,862 | $79,665 | $13,278iApproximate average salary by contribution assumption: employee only about $331,938 at 4% or $221,292 at 6%; with 50% employer match about $221,292 at 4% or $147,528 at 6%; with 100% employer match about $165,969 at 4% or $110,646 at 6%. |
| 2004 | 1 | 7 | $1,704,750 | $68,942 | $9,849iApproximate average salary by contribution assumption: employee only about $246,221 at 4% or $164,148 at 6%; with 50% employer match about $164,148 at 4% or $109,432 at 6%; with 100% employer match about $123,111 at 4% or $82,074 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $1,704,750 | $68,942 | $9,849iApproximate average salary by contribution assumption: employee only about $246,221 at 4% or $164,148 at 6%; with 50% employer match about $164,148 at 4% or $109,432 at 6%; with 100% employer match about $123,111 at 4% or $82,074 at 6%. |
| 2003 | 1 | 6 | $1,644,128 | $86,926 | $14,488iApproximate average salary by contribution assumption: employee only about $362,192 at 4% or $241,461 at 6%; with 50% employer match about $241,461 at 4% or $160,974 at 6%; with 100% employer match about $181,096 at 4% or $120,731 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 6 | $1,644,128 | $86,926 | $14,488iApproximate average salary by contribution assumption: employee only about $362,192 at 4% or $241,461 at 6%; with 50% employer match about $241,461 at 4% or $160,974 at 6%; with 100% employer match about $181,096 at 4% or $120,731 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 8 | - | - | - |
| 2000 | 1 | 8 | $1,452,617 | $73,366 | $9,171iApproximate average salary by contribution assumption: employee only about $229,269 at 4% or $152,846 at 6%; with 50% employer match about $152,846 at 4% or $101,897 at 6%; with 100% employer match about $114,634 at 4% or $76,423 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 8 | $1,452,617 | $73,366 | $9,171iApproximate average salary by contribution assumption: employee only about $229,269 at 4% or $152,846 at 6%; with 50% employer match about $152,846 at 4% or $101,897 at 6%; with 100% employer match about $114,634 at 4% or $76,423 at 6%. |
| 1999 | 1 | 7 | $1,057,657 | $56,953 | $8,136iApproximate average salary by contribution assumption: employee only about $203,404 at 4% or $135,602 at 6%; with 50% employer match about $135,602 at 4% or $90,402 at 6%; with 100% employer match about $101,702 at 4% or $67,801 at 6%. |
| Graybill Wealth Management Ltd Cash or Deferred Psp & Trust | - | 7 | $1,057,657 | $56,953 | $8,136iApproximate average salary by contribution assumption: employee only about $203,404 at 4% or $135,602 at 6%; with 50% employer match about $135,602 at 4% or $90,402 at 6%; with 100% employer match about $101,702 at 4% or $67,801 at 6%. |