Civic Intelligence

Phillip Graham & Associates P C

Plan context: Phillip Graham & Associates P C 401K & Profit Sharing Plan

EIN 58-1774440 • Marietta, GA • 25 filings • 4 plans

3650 Canton RdMarietta, GA 30066
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$812,576

2023 Contributions

$73,500

Historical Graphs

Total Assets Over Time

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

$867,527$433,764$0199920132023YearValue
$812,576Latest year 2023

Participants Over Time

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

320199920112023YearValue
2Latest year 2023

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
202312$812,576$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-2$812,576$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
202212$745,740$52,581$26,291iApproximate average salary by contribution assumption: employee only about $657,263 at 4% or $438,175 at 6%; with 50% employer match about $438,175 at 4% or $292,117 at 6%; with 100% employer match about $328,631 at 4% or $219,088 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-2$745,740$52,581$26,291iApproximate average salary by contribution assumption: employee only about $657,263 at 4% or $438,175 at 6%; with 50% employer match about $438,175 at 4% or $292,117 at 6%; with 100% employer match about $328,631 at 4% or $219,088 at 6%.
202112$782,631$0-
Phillip Graham & Associates P C 401K & Profit Sharing Plan-2$782,631$0-
202013$800,582$4,307$1,436iApproximate average salary by contribution assumption: employee only about $35,892 at 4% or $23,928 at 6%; with 50% employer match about $23,928 at 4% or $15,952 at 6%; with 100% employer match about $17,946 at 4% or $11,964 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$800,582$4,307$1,436iApproximate average salary by contribution assumption: employee only about $35,892 at 4% or $23,928 at 6%; with 50% employer match about $23,928 at 4% or $15,952 at 6%; with 100% employer match about $17,946 at 4% or $11,964 at 6%.
201913$844,086$2,335$778iApproximate average salary by contribution assumption: employee only about $19,458 at 4% or $12,972 at 6%; with 50% employer match about $12,972 at 4% or $8,648 at 6%; with 100% employer match about $9,729 at 4% or $6,486 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$844,086$2,335$778iApproximate average salary by contribution assumption: employee only about $19,458 at 4% or $12,972 at 6%; with 50% employer match about $12,972 at 4% or $8,648 at 6%; with 100% employer match about $9,729 at 4% or $6,486 at 6%.
201813$828,232$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$828,232$40,000$13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%.
201713$867,527$59,076$19,692iApproximate average salary by contribution assumption: employee only about $492,300 at 4% or $328,200 at 6%; with 50% employer match about $328,200 at 4% or $218,800 at 6%; with 100% employer match about $246,150 at 4% or $164,100 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$867,527$59,076$19,692iApproximate average salary by contribution assumption: employee only about $492,300 at 4% or $328,200 at 6%; with 50% employer match about $328,200 at 4% or $218,800 at 6%; with 100% employer match about $246,150 at 4% or $164,100 at 6%.
201613$756,570$54,318$18,106iApproximate average salary by contribution assumption: employee only about $452,650 at 4% or $301,767 at 6%; with 50% employer match about $301,767 at 4% or $201,178 at 6%; with 100% employer match about $226,325 at 4% or $150,883 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$756,570$54,318$18,106iApproximate average salary by contribution assumption: employee only about $452,650 at 4% or $301,767 at 6%; with 50% employer match about $301,767 at 4% or $201,178 at 6%; with 100% employer match about $226,325 at 4% or $150,883 at 6%.
201513$738,442$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$738,442$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201413$744,218$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$744,218$25,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
201313$667,594$117,166$39,055iApproximate average salary by contribution assumption: employee only about $976,383 at 4% or $650,922 at 6%; with 50% employer match about $650,922 at 4% or $433,948 at 6%; with 100% employer match about $488,192 at 4% or $325,461 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$667,594$117,166$39,055iApproximate average salary by contribution assumption: employee only about $976,383 at 4% or $650,922 at 6%; with 50% employer match about $650,922 at 4% or $433,948 at 6%; with 100% employer match about $488,192 at 4% or $325,461 at 6%.
201213$550,428$36,473$12,158iApproximate average salary by contribution assumption: employee only about $303,942 at 4% or $202,628 at 6%; with 50% employer match about $202,628 at 4% or $135,085 at 6%; with 100% employer match about $151,971 at 4% or $101,314 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$550,428$36,473$12,158iApproximate average salary by contribution assumption: employee only about $303,942 at 4% or $202,628 at 6%; with 50% employer match about $202,628 at 4% or $135,085 at 6%; with 100% employer match about $151,971 at 4% or $101,314 at 6%.
201113$538,955$39,650$13,217iApproximate average salary by contribution assumption: employee only about $330,417 at 4% or $220,278 at 6%; with 50% employer match about $220,278 at 4% or $146,852 at 6%; with 100% employer match about $165,208 at 4% or $110,139 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$538,955$39,650$13,217iApproximate average salary by contribution assumption: employee only about $330,417 at 4% or $220,278 at 6%; with 50% employer match about $220,278 at 4% or $146,852 at 6%; with 100% employer match about $165,208 at 4% or $110,139 at 6%.
201013$499,305$50,524$16,841iApproximate average salary by contribution assumption: employee only about $421,033 at 4% or $280,689 at 6%; with 50% employer match about $280,689 at 4% or $187,126 at 6%; with 100% employer match about $210,517 at 4% or $140,344 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$499,305$50,524$16,841iApproximate average salary by contribution assumption: employee only about $421,033 at 4% or $280,689 at 6%; with 50% employer match about $280,689 at 4% or $187,126 at 6%; with 100% employer match about $210,517 at 4% or $140,344 at 6%.
200913$440,849$81,500$27,167iApproximate average salary by contribution assumption: employee only about $679,167 at 4% or $452,778 at 6%; with 50% employer match about $452,778 at 4% or $301,852 at 6%; with 100% employer match about $339,583 at 4% or $226,389 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$440,849$81,500$27,167iApproximate average salary by contribution assumption: employee only about $679,167 at 4% or $452,778 at 6%; with 50% employer match about $452,778 at 4% or $301,852 at 6%; with 100% employer match about $339,583 at 4% or $226,389 at 6%.
200813$0$0-
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3---
200713$0$0-
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3---
200613$229,101$56,687$18,896iApproximate average salary by contribution assumption: employee only about $472,392 at 4% or $314,928 at 6%; with 50% employer match about $314,928 at 4% or $209,952 at 6%; with 100% employer match about $236,196 at 4% or $157,464 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$229,101$56,687$18,896iApproximate average salary by contribution assumption: employee only about $472,392 at 4% or $314,928 at 6%; with 50% employer match about $314,928 at 4% or $209,952 at 6%; with 100% employer match about $236,196 at 4% or $157,464 at 6%.
200513$253,645$49,516$16,505iApproximate average salary by contribution assumption: employee only about $412,633 at 4% or $275,089 at 6%; with 50% employer match about $275,089 at 4% or $183,393 at 6%; with 100% employer match about $206,317 at 4% or $137,544 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$253,645$49,516$16,505iApproximate average salary by contribution assumption: employee only about $412,633 at 4% or $275,089 at 6%; with 50% employer match about $275,089 at 4% or $183,393 at 6%; with 100% employer match about $206,317 at 4% or $137,544 at 6%.
200413$194,579$67,321$22,440iApproximate average salary by contribution assumption: employee only about $561,008 at 4% or $374,006 at 6%; with 50% employer match about $374,006 at 4% or $249,337 at 6%; with 100% employer match about $280,504 at 4% or $187,003 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$194,579$67,321$22,440iApproximate average salary by contribution assumption: employee only about $561,008 at 4% or $374,006 at 6%; with 50% employer match about $374,006 at 4% or $249,337 at 6%; with 100% employer match about $280,504 at 4% or $187,003 at 6%.
200313$0$0-
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3---
200213$63,561$30,025$10,008iApproximate average salary by contribution assumption: employee only about $250,208 at 4% or $166,806 at 6%; with 50% employer match about $166,806 at 4% or $111,204 at 6%; with 100% employer match about $125,104 at 4% or $83,403 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$63,561$30,025$10,008iApproximate average salary by contribution assumption: employee only about $250,208 at 4% or $166,806 at 6%; with 50% employer match about $166,806 at 4% or $111,204 at 6%; with 100% employer match about $125,104 at 4% or $83,403 at 6%.
200113$0$0-
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3---
200013$34,019$12,275$4,092iApproximate average salary by contribution assumption: employee only about $102,292 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,463 at 6%; with 100% employer match about $51,146 at 4% or $34,097 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$34,019$12,275$4,092iApproximate average salary by contribution assumption: employee only about $102,292 at 4% or $68,194 at 6%; with 50% employer match about $68,194 at 4% or $45,463 at 6%; with 100% employer match about $51,146 at 4% or $34,097 at 6%.
199913$26,206$10,690$3,563iApproximate average salary by contribution assumption: employee only about $89,083 at 4% or $59,389 at 6%; with 50% employer match about $59,389 at 4% or $39,593 at 6%; with 100% employer match about $44,542 at 4% or $29,694 at 6%.
Phillip Graham & Associates P C 401K & Profit Sharing Plan-3$26,206$10,690$3,563iApproximate average salary by contribution assumption: employee only about $89,083 at 4% or $59,389 at 6%; with 50% employer match about $59,389 at 4% or $39,593 at 6%; with 100% employer match about $44,542 at 4% or $29,694 at 6%.