Grimball, Cotterill & Associates LLC
Plan context: Grimball & Cotterill Retirement Plan
EIN 57-0856240 • Columbia, SC • 19 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
3
2023 Assets
$558,651
2023 Contributions
$10,178
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 | 0 | $0 | $10,178 | - |
| Grimball & Cotterill Retirement Plan | - | 0 | $0 | $10,178 | - |
| 2022 | 1 | 0 | $558,651 | $25,983 | - |
| Grimball & Cotterill Retirement Plan | - | 0 | $558,651 | $25,983 | - |
| 2021 | 1 | 3 | $629,945 | $33,880 | $11,293iApproximate average salary by contribution assumption: employee only about $282,333 at 4% or $188,222 at 6%; with 50% employer match about $188,222 at 4% or $125,481 at 6%; with 100% employer match about $141,167 at 4% or $94,111 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 3 | $629,945 | $33,880 | $11,293iApproximate average salary by contribution assumption: employee only about $282,333 at 4% or $188,222 at 6%; with 50% employer match about $188,222 at 4% or $125,481 at 6%; with 100% employer match about $141,167 at 4% or $94,111 at 6%. |
| 2020 | 1 | 4 | $617,142 | $12,953 | $3,238iApproximate average salary by contribution assumption: employee only about $80,956 at 4% or $53,971 at 6%; with 50% employer match about $53,971 at 4% or $35,981 at 6%; with 100% employer match about $40,478 at 4% or $26,985 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $617,142 | $12,953 | $3,238iApproximate average salary by contribution assumption: employee only about $80,956 at 4% or $53,971 at 6%; with 50% employer match about $53,971 at 4% or $35,981 at 6%; with 100% employer match about $40,478 at 4% or $26,985 at 6%. |
| 2019 | 1 | 5 | $715,852 | $18,510 | $3,702iApproximate average salary by contribution assumption: employee only about $92,550 at 4% or $61,700 at 6%; with 50% employer match about $61,700 at 4% or $41,133 at 6%; with 100% employer match about $46,275 at 4% or $30,850 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 5 | $715,852 | $18,510 | $3,702iApproximate average salary by contribution assumption: employee only about $92,550 at 4% or $61,700 at 6%; with 50% employer match about $61,700 at 4% or $41,133 at 6%; with 100% employer match about $46,275 at 4% or $30,850 at 6%. |
| 2018 | 1 | 4 | $656,156 | $25,439 | $6,360iApproximate average salary by contribution assumption: employee only about $158,994 at 4% or $105,996 at 6%; with 50% employer match about $105,996 at 4% or $70,664 at 6%; with 100% employer match about $79,497 at 4% or $52,998 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $656,156 | $25,439 | $6,360iApproximate average salary by contribution assumption: employee only about $158,994 at 4% or $105,996 at 6%; with 50% employer match about $105,996 at 4% or $70,664 at 6%; with 100% employer match about $79,497 at 4% or $52,998 at 6%. |
| 2017 | 1 | 4 | $591,828 | $16,762 | $4,191iApproximate average salary by contribution assumption: employee only about $104,763 at 4% or $69,842 at 6%; with 50% employer match about $69,842 at 4% or $46,561 at 6%; with 100% employer match about $52,381 at 4% or $34,921 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $591,828 | $16,762 | $4,191iApproximate average salary by contribution assumption: employee only about $104,763 at 4% or $69,842 at 6%; with 50% employer match about $69,842 at 4% or $46,561 at 6%; with 100% employer match about $52,381 at 4% or $34,921 at 6%. |
| 2016 | 1 | 4 | $714,537 | $11,897 | $2,974iApproximate average salary by contribution assumption: employee only about $74,356 at 4% or $49,571 at 6%; with 50% employer match about $49,571 at 4% or $33,047 at 6%; with 100% employer match about $37,178 at 4% or $24,785 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $714,537 | $11,897 | $2,974iApproximate average salary by contribution assumption: employee only about $74,356 at 4% or $49,571 at 6%; with 50% employer match about $49,571 at 4% or $33,047 at 6%; with 100% employer match about $37,178 at 4% or $24,785 at 6%. |
| 2015 | 1 | 4 | $678,293 | $169,243 | $42,311iApproximate average salary by contribution assumption: employee only about $1,057,769 at 4% or $705,179 at 6%; with 50% employer match about $705,179 at 4% or $470,119 at 6%; with 100% employer match about $528,884 at 4% or $352,590 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $678,293 | $169,243 | $42,311iApproximate average salary by contribution assumption: employee only about $1,057,769 at 4% or $705,179 at 6%; with 50% employer match about $705,179 at 4% or $470,119 at 6%; with 100% employer match about $528,884 at 4% or $352,590 at 6%. |
| 2014 | 1 | 3 | $423,487 | $36,398 | $12,133iApproximate average salary by contribution assumption: employee only about $303,317 at 4% or $202,211 at 6%; with 50% employer match about $202,211 at 4% or $134,807 at 6%; with 100% employer match about $151,658 at 4% or $101,106 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 3 | $423,487 | $36,398 | $12,133iApproximate average salary by contribution assumption: employee only about $303,317 at 4% or $202,211 at 6%; with 50% employer match about $202,211 at 4% or $134,807 at 6%; with 100% employer match about $151,658 at 4% or $101,106 at 6%. |
| 2013 | 1 | 3 | $386,428 | $59,317 | $19,772iApproximate average salary by contribution assumption: employee only about $494,308 at 4% or $329,539 at 6%; with 50% employer match about $329,539 at 4% or $219,693 at 6%; with 100% employer match about $247,154 at 4% or $164,769 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 3 | $386,428 | $59,317 | $19,772iApproximate average salary by contribution assumption: employee only about $494,308 at 4% or $329,539 at 6%; with 50% employer match about $329,539 at 4% or $219,693 at 6%; with 100% employer match about $247,154 at 4% or $164,769 at 6%. |
| 2012 | 1 | 3 | $325,333 | $26,449 | $8,816iApproximate average salary by contribution assumption: employee only about $220,408 at 4% or $146,939 at 6%; with 50% employer match about $146,939 at 4% or $97,959 at 6%; with 100% employer match about $110,204 at 4% or $73,469 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 3 | $325,333 | $26,449 | $8,816iApproximate average salary by contribution assumption: employee only about $220,408 at 4% or $146,939 at 6%; with 50% employer match about $146,939 at 4% or $97,959 at 6%; with 100% employer match about $110,204 at 4% or $73,469 at 6%. |
| 2011 | 1 | 4 | $345,811 | $220,986 | $55,247iApproximate average salary by contribution assumption: employee only about $1,381,163 at 4% or $920,775 at 6%; with 50% employer match about $920,775 at 4% or $613,850 at 6%; with 100% employer match about $690,581 at 4% or $460,388 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $345,811 | $220,986 | $55,247iApproximate average salary by contribution assumption: employee only about $1,381,163 at 4% or $920,775 at 6%; with 50% employer match about $920,775 at 4% or $613,850 at 6%; with 100% employer match about $690,581 at 4% or $460,388 at 6%. |
| 2010 | 1 | 4 | $122,427 | $30,764 | $7,691iApproximate average salary by contribution assumption: employee only about $192,275 at 4% or $128,183 at 6%; with 50% employer match about $128,183 at 4% or $85,456 at 6%; with 100% employer match about $96,138 at 4% or $64,092 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 4 | $122,427 | $30,764 | $7,691iApproximate average salary by contribution assumption: employee only about $192,275 at 4% or $128,183 at 6%; with 50% employer match about $128,183 at 4% or $85,456 at 6%; with 100% employer match about $96,138 at 4% or $64,092 at 6%. |
| 2009 | 1 | 5 | $182,426 | $34,662 | $6,932iApproximate average salary by contribution assumption: employee only about $173,310 at 4% or $115,540 at 6%; with 50% employer match about $115,540 at 4% or $77,027 at 6%; with 100% employer match about $86,655 at 4% or $57,770 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 5 | $182,426 | $34,662 | $6,932iApproximate average salary by contribution assumption: employee only about $173,310 at 4% or $115,540 at 6%; with 50% employer match about $115,540 at 4% or $77,027 at 6%; with 100% employer match about $86,655 at 4% or $57,770 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Grimball & Cotterill Retirement Plan | - | 5 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Grimball & Cotterill Retirement Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $67,600 | $32,600 | $10,867iApproximate average salary by contribution assumption: employee only about $271,667 at 4% or $181,111 at 6%; with 50% employer match about $181,111 at 4% or $120,741 at 6%; with 100% employer match about $135,833 at 4% or $90,556 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 3 | $67,600 | $32,600 | $10,867iApproximate average salary by contribution assumption: employee only about $271,667 at 4% or $181,111 at 6%; with 50% employer match about $181,111 at 4% or $120,741 at 6%; with 100% employer match about $135,833 at 4% or $90,556 at 6%. |
| 2005 | 1 | 3 | $35,000 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Grimball & Cotterill Retirement Plan | - | 3 | $35,000 | $35,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |