Allen & Graham Inc
Plan context: Allen & Graham Profit Sharing Plan
EIN 58-1658662 • Brunswick, GA • 44 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$3,725,117
2024 Contributions
$407,323
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $3,725,117 | $407,323 | $27,155iApproximate average salary by contribution assumption: employee only about $678,872 at 4% or $452,581 at 6%; with 50% employer match about $452,581 at 4% or $301,721 at 6%; with 100% employer match about $339,436 at 4% or $226,291 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 15 | $3,725,117 | $407,323 | $27,155iApproximate average salary by contribution assumption: employee only about $678,872 at 4% or $452,581 at 6%; with 50% employer match about $452,581 at 4% or $301,721 at 6%; with 100% employer match about $339,436 at 4% or $226,291 at 6%. |
| 2023 | 1 | 14 | $3,049,582 | $395,767 | $28,269iApproximate average salary by contribution assumption: employee only about $706,727 at 4% or $471,151 at 6%; with 50% employer match about $471,151 at 4% or $314,101 at 6%; with 100% employer match about $353,363 at 4% or $235,576 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 14 | $3,049,582 | $395,767 | $28,269iApproximate average salary by contribution assumption: employee only about $706,727 at 4% or $471,151 at 6%; with 50% employer match about $471,151 at 4% or $314,101 at 6%; with 100% employer match about $353,363 at 4% or $235,576 at 6%. |
| 2022 | 1 | 14 | $2,350,207 | $393,132 | $28,081iApproximate average salary by contribution assumption: employee only about $702,021 at 4% or $468,014 at 6%; with 50% employer match about $468,014 at 4% or $312,010 at 6%; with 100% employer match about $351,011 at 4% or $234,007 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 14 | $2,350,207 | $393,132 | $28,081iApproximate average salary by contribution assumption: employee only about $702,021 at 4% or $468,014 at 6%; with 50% employer match about $468,014 at 4% or $312,010 at 6%; with 100% employer match about $351,011 at 4% or $234,007 at 6%. |
| 2021 | 1 | 15 | $2,560,420 | $1,176,902 | $78,460iApproximate average salary by contribution assumption: employee only about $1,961,503 at 4% or $1,307,669 at 6%; with 50% employer match about $1,307,669 at 4% or $871,779 at 6%; with 100% employer match about $980,752 at 4% or $653,834 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 15 | $2,560,420 | $1,176,902 | $78,460iApproximate average salary by contribution assumption: employee only about $1,961,503 at 4% or $1,307,669 at 6%; with 50% employer match about $1,307,669 at 4% or $871,779 at 6%; with 100% employer match about $980,752 at 4% or $653,834 at 6%. |
| 2020 | 2 | 15 | $1,230,833 | $337,657 | $22,510iApproximate average salary by contribution assumption: employee only about $562,762 at 4% or $375,174 at 6%; with 50% employer match about $375,174 at 4% or $250,116 at 6%; with 100% employer match about $281,381 at 4% or $187,587 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 15 | $1,230,833 | $337,657 | $22,510iApproximate average salary by contribution assumption: employee only about $562,762 at 4% or $375,174 at 6%; with 50% employer match about $375,174 at 4% or $250,116 at 6%; with 100% employer match about $281,381 at 4% or $187,587 at 6%. |
| Allen & Graham Esop Trust | - | 0 | - | - | - |
| 2019 | 2 | 14 | $2,125,196 | $337,667 | $24,119iApproximate average salary by contribution assumption: employee only about $602,977 at 4% or $401,985 at 6%; with 50% employer match about $401,985 at 4% or $267,990 at 6%; with 100% employer match about $301,488 at 4% or $200,992 at 6%. |
| Allen & Graham Esop Trust | - | 9 | $1,237,538 | - | - |
| Allen & Graham Profit Sharing Plan | - | 14 | $887,658 | $337,667 | $24,119iApproximate average salary by contribution assumption: employee only about $602,977 at 4% or $401,985 at 6%; with 50% employer match about $401,985 at 4% or $267,990 at 6%; with 100% employer match about $301,488 at 4% or $200,992 at 6%. |
| 2018 | 2 | 15 | $1,925,476 | $318,881 | $21,259iApproximate average salary by contribution assumption: employee only about $531,468 at 4% or $354,312 at 6%; with 50% employer match about $354,312 at 4% or $236,208 at 6%; with 100% employer match about $265,734 at 4% or $177,156 at 6%. |
| Allen & Graham Esop Trust | - | 10 | $1,330,359 | - | - |
| Allen & Graham Profit Sharing Plan | - | 15 | $595,117 | $318,881 | $21,259iApproximate average salary by contribution assumption: employee only about $531,468 at 4% or $354,312 at 6%; with 50% employer match about $354,312 at 4% or $236,208 at 6%; with 100% employer match about $265,734 at 4% or $177,156 at 6%. |
| 2017 | 2 | 15 | $1,285,652 | $293,481 | $19,565iApproximate average salary by contribution assumption: employee only about $489,135 at 4% or $326,090 at 6%; with 50% employer match about $326,090 at 4% or $217,393 at 6%; with 100% employer match about $244,568 at 4% or $163,045 at 6%. |
| Allen & Graham Esop Trust | - | 10 | $966,096 | - | - |
| Allen & Graham Profit Sharing Plan | - | 15 | $319,556 | $293,481 | $19,565iApproximate average salary by contribution assumption: employee only about $489,135 at 4% or $326,090 at 6%; with 50% employer match about $326,090 at 4% or $217,393 at 6%; with 100% employer match about $244,568 at 4% or $163,045 at 6%. |
| 2016 | 2 | 12 | $908,034 | $95,916 | $7,993iApproximate average salary by contribution assumption: employee only about $199,825 at 4% or $133,217 at 6%; with 50% employer match about $133,217 at 4% or $88,811 at 6%; with 100% employer match about $99,913 at 4% or $66,608 at 6%. |
| Allen & Graham Esop Trust | - | 8 | $908,034 | $95,916 | $11,990iApproximate average salary by contribution assumption: employee only about $299,738 at 4% or $199,825 at 6%; with 50% employer match about $199,825 at 4% or $133,217 at 6%; with 100% employer match about $149,869 at 4% or $99,913 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 12 | $0 | $0 | - |
| 2015 | 1 | 8 | $941,184 | $274,487 | $34,311iApproximate average salary by contribution assumption: employee only about $857,772 at 4% or $571,848 at 6%; with 50% employer match about $571,848 at 4% or $381,232 at 6%; with 100% employer match about $428,886 at 4% or $285,924 at 6%. |
| Allen & Graham Esop Trust | - | 8 | $941,184 | $274,487 | $34,311iApproximate average salary by contribution assumption: employee only about $857,772 at 4% or $571,848 at 6%; with 50% employer match about $571,848 at 4% or $381,232 at 6%; with 100% employer match about $428,886 at 4% or $285,924 at 6%. |
| 2014 | 1 | 8 | $833,581 | $274,487 | $34,311iApproximate average salary by contribution assumption: employee only about $857,772 at 4% or $571,848 at 6%; with 50% employer match about $571,848 at 4% or $381,232 at 6%; with 100% employer match about $428,886 at 4% or $285,924 at 6%. |
| Allen & Graham Esop Trust | - | 8 | $833,581 | $274,487 | $34,311iApproximate average salary by contribution assumption: employee only about $857,772 at 4% or $571,848 at 6%; with 50% employer match about $571,848 at 4% or $381,232 at 6%; with 100% employer match about $428,886 at 4% or $285,924 at 6%. |
| 2013 | 1 | 8 | $704,104 | $274,487 | $34,311iApproximate average salary by contribution assumption: employee only about $857,772 at 4% or $571,848 at 6%; with 50% employer match about $571,848 at 4% or $381,232 at 6%; with 100% employer match about $428,886 at 4% or $285,924 at 6%. |
| Allen & Graham Esop Trust | - | 8 | $704,104 | $274,487 | $34,311iApproximate average salary by contribution assumption: employee only about $857,772 at 4% or $571,848 at 6%; with 50% employer match about $571,848 at 4% or $381,232 at 6%; with 100% employer match about $428,886 at 4% or $285,924 at 6%. |
| 2012 | 1 | 9 | $826,939 | $274,487 | $30,499iApproximate average salary by contribution assumption: employee only about $762,464 at 4% or $508,309 at 6%; with 50% employer match about $508,309 at 4% or $338,873 at 6%; with 100% employer match about $381,232 at 4% or $254,155 at 6%. |
| Allen & Graham Esop Trust | - | 9 | $826,939 | $274,487 | $30,499iApproximate average salary by contribution assumption: employee only about $762,464 at 4% or $508,309 at 6%; with 50% employer match about $508,309 at 4% or $338,873 at 6%; with 100% employer match about $381,232 at 4% or $254,155 at 6%. |
| 2011 | 1 | 12 | $778,792 | $274,487 | $22,874iApproximate average salary by contribution assumption: employee only about $571,848 at 4% or $381,232 at 6%; with 50% employer match about $381,232 at 4% or $254,155 at 6%; with 100% employer match about $285,924 at 4% or $190,616 at 6%. |
| Allen & Graham Esop Trust | - | 12 | $778,792 | $274,487 | $22,874iApproximate average salary by contribution assumption: employee only about $571,848 at 4% or $381,232 at 6%; with 50% employer match about $381,232 at 4% or $254,155 at 6%; with 100% employer match about $285,924 at 4% or $190,616 at 6%. |
| 2010 | 1 | 10 | $442,139 | $274,487 | $27,449iApproximate average salary by contribution assumption: employee only about $686,218 at 4% or $457,478 at 6%; with 50% employer match about $457,478 at 4% or $304,986 at 6%; with 100% employer match about $343,109 at 4% or $228,739 at 6%. |
| Allen & Graham Esop Trust | - | 10 | $442,139 | $274,487 | $27,449iApproximate average salary by contribution assumption: employee only about $686,218 at 4% or $457,478 at 6%; with 50% employer match about $457,478 at 4% or $304,986 at 6%; with 100% employer match about $343,109 at 4% or $228,739 at 6%. |
| 2009 | 1 | 13 | $405,585 | $274,487 | $21,114iApproximate average salary by contribution assumption: employee only about $527,860 at 4% or $351,906 at 6%; with 50% employer match about $351,906 at 4% or $234,604 at 6%; with 100% employer match about $263,930 at 4% or $175,953 at 6%. |
| Allen & Graham Esop Trust | - | 13 | $405,585 | $274,487 | $21,114iApproximate average salary by contribution assumption: employee only about $527,860 at 4% or $351,906 at 6%; with 50% employer match about $351,906 at 4% or $234,604 at 6%; with 100% employer match about $263,930 at 4% or $175,953 at 6%. |
| 2008 | 1 | 13 | $0 | $0 | - |
| Allen & Graham Esop Trust | - | 13 | - | - | - |
| 2007 | 2 | 44 | $0 | $0 | - |
| Allen & Graham Esop Trust | - | 15 | - | - | - |
| Allen & Graham Profit Sharing Plan | - | 44 | - | - | - |
| 2006 | 2 | 26 | $2,565,734 | $389,304 | $14,973iApproximate average salary by contribution assumption: employee only about $374,331 at 4% or $249,554 at 6%; with 50% employer match about $249,554 at 4% or $166,369 at 6%; with 100% employer match about $187,165 at 4% or $124,777 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 26 | $1,594,155 | $131,116 | $5,043iApproximate average salary by contribution assumption: employee only about $126,073 at 4% or $84,049 at 6%; with 50% employer match about $84,049 at 4% or $56,032 at 6%; with 100% employer match about $63,037 at 4% or $42,024 at 6%. |
| Allen & Graham Esop Trust | - | 12 | $971,579 | $258,188 | $21,516iApproximate average salary by contribution assumption: employee only about $537,892 at 4% or $358,594 at 6%; with 50% employer match about $358,594 at 4% or $239,063 at 6%; with 100% employer match about $268,946 at 4% or $179,297 at 6%. |
| 2005 | 2 | 43 | $2,588,844 | $352,160 | $8,190iApproximate average salary by contribution assumption: employee only about $204,744 at 4% or $136,496 at 6%; with 50% employer match about $136,496 at 4% or $90,997 at 6%; with 100% employer match about $102,372 at 4% or $68,248 at 6%. |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 43 | $1,662,178 | $77,673 | $1,806iApproximate average salary by contribution assumption: employee only about $45,159 at 4% or $30,106 at 6%; with 50% employer match about $30,106 at 4% or $20,071 at 6%; with 100% employer match about $22,579 at 4% or $15,053 at 6%. |
| Allen & Graham Esop Trust | - | 18 | $926,666 | $274,487 | $15,249iApproximate average salary by contribution assumption: employee only about $381,232 at 4% or $254,155 at 6%; with 50% employer match about $254,155 at 4% or $169,436 at 6%; with 100% employer match about $190,616 at 4% or $127,077 at 6%. |
| 2004 | 3 | 32 | $2,357,161 | $425,589 | $13,300iApproximate average salary by contribution assumption: employee only about $332,491 at 4% or $221,661 at 6%; with 50% employer match about $221,661 at 4% or $147,774 at 6%; with 100% employer match about $166,246 at 4% or $110,830 at 6%. |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 11 | $970,585 | $101,238 | $9,203iApproximate average salary by contribution assumption: employee only about $230,086 at 4% or $153,391 at 6%; with 50% employer match about $153,391 at 4% or $102,261 at 6%; with 100% employer match about $115,043 at 4% or $76,695 at 6%. |
| Allen & Graham Esop Trust | - | 21 | $908,527 | $274,487 | $13,071iApproximate average salary by contribution assumption: employee only about $326,770 at 4% or $217,847 at 6%; with 50% employer match about $217,847 at 4% or $145,231 at 6%; with 100% employer match about $163,385 at 4% or $108,923 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 32 | $478,049 | $49,864 | $1,558iApproximate average salary by contribution assumption: employee only about $38,956 at 4% or $25,971 at 6%; with 50% employer match about $25,971 at 4% or $17,314 at 6%; with 100% employer match about $19,478 at 4% or $12,985 at 6%. |
| 2003 | 3 | 36 | $1,633,825 | $170,899 | $4,747iApproximate average salary by contribution assumption: employee only about $118,680 at 4% or $79,120 at 6%; with 50% employer match about $79,120 at 4% or $52,747 at 6%; with 100% employer match about $59,340 at 4% or $39,560 at 6%. |
| Allen & Graham Esop Trust | - | 12 | $1,633,825 | $170,899 | $14,242iApproximate average salary by contribution assumption: employee only about $356,040 at 4% or $237,360 at 6%; with 50% employer match about $237,360 at 4% or $158,240 at 6%; with 100% employer match about $178,020 at 4% or $118,680 at 6%. |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 36 | - | - | - |
| Allen & Graham Profit Sharing Plan | - | 16 | - | - | - |
| 2002 | 3 | 16 | $3,271,231 | $411,881 | $25,743iApproximate average salary by contribution assumption: employee only about $643,564 at 4% or $429,043 at 6%; with 50% employer match about $429,043 at 4% or $286,028 at 6%; with 100% employer match about $321,782 at 4% or $214,521 at 6%. |
| Allen & Graham Esop Trust | - | 14 | $2,337,832 | $265,810 | $18,986iApproximate average salary by contribution assumption: employee only about $474,661 at 4% or $316,440 at 6%; with 50% employer match about $316,440 at 4% or $210,960 at 6%; with 100% employer match about $237,330 at 4% or $158,220 at 6%. |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 0 | $631,452 | $146,071 | - |
| Allen & Graham Profit Sharing Plan | - | 16 | $301,947 | - | - |
| 2001 | 3 | 36 | $0 | $0 | - |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 36 | - | - | - |
| Allen & Graham Profit Sharing Plan | - | 18 | - | - | - |
| Allen & Graham Esop Trust | - | 13 | - | - | - |
| 2000 | 2 | 52 | $0 | $0 | - |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 52 | - | - | - |
| Allen & Graham Profit Sharing Plan | - | 18 | - | - | - |
| 1999 | 2 | 28 | $1,387,307 | $116,668 | $4,167iApproximate average salary by contribution assumption: employee only about $104,168 at 4% or $69,445 at 6%; with 50% employer match about $69,445 at 4% or $46,297 at 6%; with 100% employer match about $52,084 at 4% or $34,723 at 6%. |
| Allen & Graham Inc 401K Profit Sharing Plan | - | 28 | $760,288 | $80,672 | $2,881iApproximate average salary by contribution assumption: employee only about $72,029 at 4% or $48,019 at 6%; with 50% employer match about $48,019 at 4% or $32,013 at 6%; with 100% employer match about $36,014 at 4% or $24,010 at 6%. |
| Allen & Graham Profit Sharing Plan | - | 13 | $627,019 | $35,996 | $2,769iApproximate average salary by contribution assumption: employee only about $69,223 at 4% or $46,149 at 6%; with 50% employer match about $46,149 at 4% or $30,766 at 6%; with 100% employer match about $34,612 at 4% or $23,074 at 6%. |