Civic Intelligence

GRANITE WEALTH MANAGEMENT, LLC

Plan context: GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

EIN 45-3619454 • Modesto, CA • 7 filings • 1 plans

4101 Tully Road, Suite 301Modesto, CA 95356
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,060,225

2025 Contributions

$116,266

Historical Graphs

Total Assets Over Time

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

$1,060,225$530,113$0201920222025YearValue
$1,060,225Latest year 2025

Participants Over Time

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

630201920222025YearValue
5Latest year 2025

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
202515$1,060,225$116,266$23,253iApproximate average salary by contribution assumption: employee only about $581,330 at 4% or $387,553 at 6%; with 50% employer match about $387,553 at 4% or $258,369 at 6%; with 100% employer match about $290,665 at 4% or $193,777 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-5$1,060,225$116,266$23,253iApproximate average salary by contribution assumption: employee only about $581,330 at 4% or $387,553 at 6%; with 50% employer match about $387,553 at 4% or $258,369 at 6%; with 100% employer match about $290,665 at 4% or $193,777 at 6%.
202415$1,004,089$108,702$21,740iApproximate average salary by contribution assumption: employee only about $543,510 at 4% or $362,340 at 6%; with 50% employer match about $362,340 at 4% or $241,560 at 6%; with 100% employer match about $271,755 at 4% or $181,170 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-5$1,004,089$108,702$21,740iApproximate average salary by contribution assumption: employee only about $543,510 at 4% or $362,340 at 6%; with 50% employer match about $362,340 at 4% or $241,560 at 6%; with 100% employer match about $271,755 at 4% or $181,170 at 6%.
202315$742,643$91,211$18,242iApproximate average salary by contribution assumption: employee only about $456,055 at 4% or $304,037 at 6%; with 50% employer match about $304,037 at 4% or $202,691 at 6%; with 100% employer match about $228,028 at 4% or $152,018 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-5$742,643$91,211$18,242iApproximate average salary by contribution assumption: employee only about $456,055 at 4% or $304,037 at 6%; with 50% employer match about $304,037 at 4% or $202,691 at 6%; with 100% employer match about $228,028 at 4% or $152,018 at 6%.
202216$592,387$81,796$13,633iApproximate average salary by contribution assumption: employee only about $340,817 at 4% or $227,211 at 6%; with 50% employer match about $227,211 at 4% or $151,474 at 6%; with 100% employer match about $170,408 at 4% or $113,606 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-6$592,387$81,796$13,633iApproximate average salary by contribution assumption: employee only about $340,817 at 4% or $227,211 at 6%; with 50% employer match about $227,211 at 4% or $151,474 at 6%; with 100% employer match about $170,408 at 4% or $113,606 at 6%.
202116$659,438$88,340$14,723iApproximate average salary by contribution assumption: employee only about $368,083 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,694 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-6$659,438$88,340$14,723iApproximate average salary by contribution assumption: employee only about $368,083 at 4% or $245,389 at 6%; with 50% employer match about $245,389 at 4% or $163,593 at 6%; with 100% employer match about $184,042 at 4% or $122,694 at 6%.
202016$486,678$101,697$16,950iApproximate average salary by contribution assumption: employee only about $423,738 at 4% or $282,492 at 6%; with 50% employer match about $282,492 at 4% or $188,328 at 6%; with 100% employer match about $211,869 at 4% or $141,246 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-6$486,678$101,697$16,950iApproximate average salary by contribution assumption: employee only about $423,738 at 4% or $282,492 at 6%; with 50% employer match about $282,492 at 4% or $188,328 at 6%; with 100% employer match about $211,869 at 4% or $141,246 at 6%.
201916$300,356$277,906$46,318iApproximate average salary by contribution assumption: employee only about $1,157,942 at 4% or $771,961 at 6%; with 50% employer match about $771,961 at 4% or $514,641 at 6%; with 100% employer match about $578,971 at 4% or $385,981 at 6%.
GRANITE WEALTH MANAGEMENT 401K PROFIT SHARING PLAN-6$300,356$277,906$46,318iApproximate average salary by contribution assumption: employee only about $1,157,942 at 4% or $771,961 at 6%; with 50% employer match about $771,961 at 4% or $514,641 at 6%; with 100% employer match about $578,971 at 4% or $385,981 at 6%.