Civic Intelligence

Greenberg Graham Advisors LLC

Plan context: Greenberg Graham Advisors LLC Retirement Plan

EIN 45-0526978 • Irvine, CA • 18 filings • 1 plans

2600 Michelson Drive, Suite 1700Irvine, CA 92612
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$1,184,857

2021 Contributions

$64,500

Historical Graphs

Total Assets Over Time

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

$1,541,859$770,930$0200420132021YearValue
$1,184,857Latest year 2021

Participants Over Time

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

420200420132021YearValue
1Latest year 2021

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
202111$1,184,857$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-1$1,184,857$64,500$64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%.
202011$1,033,172$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-1$1,033,172$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
201911$914,765$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-1$914,765$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201811$734,255$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-1$734,255$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201711$720,055$45,000$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%.
Greenberg Graham Advisors LLC Retirement Plan-1$720,055$45,000$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%.
201612$822,235$25,184$12,592iApproximate average salary by contribution assumption: employee only about $314,800 at 4% or $209,867 at 6%; with 50% employer match about $209,867 at 4% or $139,911 at 6%; with 100% employer match about $157,400 at 4% or $104,933 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-2$822,235$25,184$12,592iApproximate average salary by contribution assumption: employee only about $314,800 at 4% or $209,867 at 6%; with 50% employer match about $209,867 at 4% or $139,911 at 6%; with 100% employer match about $157,400 at 4% or $104,933 at 6%.
201512$729,261$35,644$17,822iApproximate average salary by contribution assumption: employee only about $445,550 at 4% or $297,033 at 6%; with 50% employer match about $297,033 at 4% or $198,022 at 6%; with 100% employer match about $222,775 at 4% or $148,517 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-2$729,261$35,644$17,822iApproximate average salary by contribution assumption: employee only about $445,550 at 4% or $297,033 at 6%; with 50% employer match about $297,033 at 4% or $198,022 at 6%; with 100% employer match about $222,775 at 4% or $148,517 at 6%.
201412$736,000$25,508$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-2$736,000$25,508$12,754iApproximate average salary by contribution assumption: employee only about $318,850 at 4% or $212,567 at 6%; with 50% employer match about $212,567 at 4% or $141,711 at 6%; with 100% employer match about $159,425 at 4% or $106,283 at 6%.
201312$688,707$3,308$1,654iApproximate average salary by contribution assumption: employee only about $41,350 at 4% or $27,567 at 6%; with 50% employer match about $27,567 at 4% or $18,378 at 6%; with 100% employer match about $20,675 at 4% or $13,783 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-2$688,707$3,308$1,654iApproximate average salary by contribution assumption: employee only about $41,350 at 4% or $27,567 at 6%; with 50% employer match about $27,567 at 4% or $18,378 at 6%; with 100% employer match about $20,675 at 4% or $13,783 at 6%.
201213$1,541,859$82,121$27,374iApproximate average salary by contribution assumption: employee only about $684,342 at 4% or $456,228 at 6%; with 50% employer match about $456,228 at 4% or $304,152 at 6%; with 100% employer match about $342,171 at 4% or $228,114 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$1,541,859$82,121$27,374iApproximate average salary by contribution assumption: employee only about $684,342 at 4% or $456,228 at 6%; with 50% employer match about $456,228 at 4% or $304,152 at 6%; with 100% employer match about $342,171 at 4% or $228,114 at 6%.
201113$1,280,465$82,480$27,493iApproximate average salary by contribution assumption: employee only about $687,333 at 4% or $458,222 at 6%; with 50% employer match about $458,222 at 4% or $305,481 at 6%; with 100% employer match about $343,667 at 4% or $229,111 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$1,280,465$82,480$27,493iApproximate average salary by contribution assumption: employee only about $687,333 at 4% or $458,222 at 6%; with 50% employer match about $458,222 at 4% or $305,481 at 6%; with 100% employer match about $343,667 at 4% or $229,111 at 6%.
201013$1,274,644$81,055$27,018iApproximate average salary by contribution assumption: employee only about $675,458 at 4% or $450,306 at 6%; with 50% employer match about $450,306 at 4% or $300,204 at 6%; with 100% employer match about $337,729 at 4% or $225,153 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$1,274,644$81,055$27,018iApproximate average salary by contribution assumption: employee only about $675,458 at 4% or $450,306 at 6%; with 50% employer match about $450,306 at 4% or $300,204 at 6%; with 100% employer match about $337,729 at 4% or $225,153 at 6%.
200913$1,039,561$88,100$29,367iApproximate average salary by contribution assumption: employee only about $734,167 at 4% or $489,444 at 6%; with 50% employer match about $489,444 at 4% or $326,296 at 6%; with 100% employer match about $367,083 at 4% or $244,722 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$1,039,561$88,100$29,367iApproximate average salary by contribution assumption: employee only about $734,167 at 4% or $489,444 at 6%; with 50% employer match about $489,444 at 4% or $326,296 at 6%; with 100% employer match about $367,083 at 4% or $244,722 at 6%.
200813$746,579$89,502$29,834iApproximate average salary by contribution assumption: employee only about $745,850 at 4% or $497,233 at 6%; with 50% employer match about $497,233 at 4% or $331,489 at 6%; with 100% employer match about $372,925 at 4% or $248,617 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$746,579$89,502$29,834iApproximate average salary by contribution assumption: employee only about $745,850 at 4% or $497,233 at 6%; with 50% employer match about $497,233 at 4% or $331,489 at 6%; with 100% employer match about $372,925 at 4% or $248,617 at 6%.
200714$0$0-
Greenberg Graham Advisors LLC Retirement Plan-4---
200613$831,005$308,278$102,759iApproximate average salary by contribution assumption: employee only about $2,568,983 at 4% or $1,712,656 at 6%; with 50% employer match about $1,712,656 at 4% or $1,141,770 at 6%; with 100% employer match about $1,284,492 at 4% or $856,328 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$831,005$308,278$102,759iApproximate average salary by contribution assumption: employee only about $2,568,983 at 4% or $1,712,656 at 6%; with 50% employer match about $1,712,656 at 4% or $1,141,770 at 6%; with 100% employer match about $1,284,492 at 4% or $856,328 at 6%.
200513$428,458$355,773$118,591iApproximate average salary by contribution assumption: employee only about $2,964,775 at 4% or $1,976,517 at 6%; with 50% employer match about $1,976,517 at 4% or $1,317,678 at 6%; with 100% employer match about $1,482,388 at 4% or $988,258 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-3$428,458$355,773$118,591iApproximate average salary by contribution assumption: employee only about $2,964,775 at 4% or $1,976,517 at 6%; with 50% employer match about $1,976,517 at 4% or $1,317,678 at 6%; with 100% employer match about $1,482,388 at 4% or $988,258 at 6%.
200412$31,204$31,204$15,602iApproximate average salary by contribution assumption: employee only about $390,050 at 4% or $260,033 at 6%; with 50% employer match about $260,033 at 4% or $173,356 at 6%; with 100% employer match about $195,025 at 4% or $130,017 at 6%.
Greenberg Graham Advisors LLC Retirement Plan-2$31,204$31,204$15,602iApproximate average salary by contribution assumption: employee only about $390,050 at 4% or $260,033 at 6%; with 50% employer match about $260,033 at 4% or $173,356 at 6%; with 100% employer match about $195,025 at 4% or $130,017 at 6%.