Oliver & Grimsley LLC
Plan context: Oliver & Grimsley LLC 401(K) Plan
EIN 46-2230175 • Towson, MD • 9 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$511,325
2023 Contributions
$90,629
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 7 | $511,325 | $90,629 | $12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 7 | $511,325 | $90,629 | $12,947iApproximate average salary by contribution assumption: employee only about $323,675 at 4% or $215,783 at 6%; with 50% employer match about $215,783 at 4% or $143,856 at 6%; with 100% employer match about $161,838 at 4% or $107,892 at 6%. |
| 2022 | 1 | 7 | $993,444 | $92,421 | $13,203iApproximate average salary by contribution assumption: employee only about $330,075 at 4% or $220,050 at 6%; with 50% employer match about $220,050 at 4% or $146,700 at 6%; with 100% employer match about $165,038 at 4% or $110,025 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 7 | $993,444 | $92,421 | $13,203iApproximate average salary by contribution assumption: employee only about $330,075 at 4% or $220,050 at 6%; with 50% employer match about $220,050 at 4% or $146,700 at 6%; with 100% employer match about $165,038 at 4% or $110,025 at 6%. |
| 2021 | 1 | 7 | $1,042,873 | $101,167 | $14,452iApproximate average salary by contribution assumption: employee only about $361,311 at 4% or $240,874 at 6%; with 50% employer match about $240,874 at 4% or $160,583 at 6%; with 100% employer match about $180,655 at 4% or $120,437 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 7 | $1,042,873 | $101,167 | $14,452iApproximate average salary by contribution assumption: employee only about $361,311 at 4% or $240,874 at 6%; with 50% employer match about $240,874 at 4% or $160,583 at 6%; with 100% employer match about $180,655 at 4% or $120,437 at 6%. |
| 2020 | 1 | 7 | $832,543 | $98,237 | $14,034iApproximate average salary by contribution assumption: employee only about $350,846 at 4% or $233,898 at 6%; with 50% employer match about $233,898 at 4% or $155,932 at 6%; with 100% employer match about $175,423 at 4% or $116,949 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 7 | $832,543 | $98,237 | $14,034iApproximate average salary by contribution assumption: employee only about $350,846 at 4% or $233,898 at 6%; with 50% employer match about $233,898 at 4% or $155,932 at 6%; with 100% employer match about $175,423 at 4% or $116,949 at 6%. |
| 2019 | 1 | 7 | $657,945 | $90,979 | $12,997iApproximate average salary by contribution assumption: employee only about $324,925 at 4% or $216,617 at 6%; with 50% employer match about $216,617 at 4% or $144,411 at 6%; with 100% employer match about $162,463 at 4% or $108,308 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 7 | $657,945 | $90,979 | $12,997iApproximate average salary by contribution assumption: employee only about $324,925 at 4% or $216,617 at 6%; with 50% employer match about $216,617 at 4% or $144,411 at 6%; with 100% employer match about $162,463 at 4% or $108,308 at 6%. |
| 2018 | 1 | 6 | $468,192 | $80,693 | $13,449iApproximate average salary by contribution assumption: employee only about $336,221 at 4% or $224,147 at 6%; with 50% employer match about $224,147 at 4% or $149,431 at 6%; with 100% employer match about $168,110 at 4% or $112,074 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 6 | $468,192 | $80,693 | $13,449iApproximate average salary by contribution assumption: employee only about $336,221 at 4% or $224,147 at 6%; with 50% employer match about $224,147 at 4% or $149,431 at 6%; with 100% employer match about $168,110 at 4% or $112,074 at 6%. |
| 2017 | 1 | 6 | $449,909 | $75,969 | $12,662iApproximate average salary by contribution assumption: employee only about $316,538 at 4% or $211,025 at 6%; with 50% employer match about $211,025 at 4% or $140,683 at 6%; with 100% employer match about $158,269 at 4% or $105,513 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 6 | $449,909 | $75,969 | $12,662iApproximate average salary by contribution assumption: employee only about $316,538 at 4% or $211,025 at 6%; with 50% employer match about $211,025 at 4% or $140,683 at 6%; with 100% employer match about $158,269 at 4% or $105,513 at 6%. |
| 2016 | 1 | 7 | $322,137 | $91,049 | $13,007iApproximate average salary by contribution assumption: employee only about $325,175 at 4% or $216,783 at 6%; with 50% employer match about $216,783 at 4% or $144,522 at 6%; with 100% employer match about $162,588 at 4% or $108,392 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 7 | $322,137 | $91,049 | $13,007iApproximate average salary by contribution assumption: employee only about $325,175 at 4% or $216,783 at 6%; with 50% employer match about $216,783 at 4% or $144,522 at 6%; with 100% employer match about $162,588 at 4% or $108,392 at 6%. |
| 2015 | 1 | 6 | $214,052 | $66,890 | $11,148iApproximate average salary by contribution assumption: employee only about $278,708 at 4% or $185,806 at 6%; with 50% employer match about $185,806 at 4% or $123,870 at 6%; with 100% employer match about $139,354 at 4% or $92,903 at 6%. |
| Oliver & Grimsley LLC 401(K) Plan | - | 6 | $214,052 | $66,890 | $11,148iApproximate average salary by contribution assumption: employee only about $278,708 at 4% or $185,806 at 6%; with 50% employer match about $185,806 at 4% or $123,870 at 6%; with 100% employer match about $139,354 at 4% or $92,903 at 6%. |