Peebles & Gracy Pa
Plan context: Peebles & Gracy Pa Profit Sharing Plan and Trust
EIN 59-1294708 • Dunedin, FL • 30 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,223,288
2024 Contributions
$38,000
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 | 5 | $2,223,288 | $38,000 | $7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $2,223,288 | $38,000 | $7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%. |
| 2023 | 1 | 5 | $2,024,628 | $58,000 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $2,024,628 | $58,000 | $11,600iApproximate average salary by contribution assumption: employee only about $290,000 at 4% or $193,333 at 6%; with 50% employer match about $193,333 at 4% or $128,889 at 6%; with 100% employer match about $145,000 at 4% or $96,667 at 6%. |
| 2022 | 1 | 5 | $1,685,081 | $0 | - |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $1,685,081 | - | - |
| 2021 | 1 | 5 | $1,455,128 | $32,000 | $6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $1,455,128 | $32,000 | $6,400iApproximate average salary by contribution assumption: employee only about $160,000 at 4% or $106,667 at 6%; with 50% employer match about $106,667 at 4% or $71,111 at 6%; with 100% employer match about $80,000 at 4% or $53,333 at 6%. |
| 2020 | 1 | 5 | $1,553,210 | $23,500 | $4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $1,553,210 | $23,500 | $4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%. |
| 2019 | 1 | 4 | $1,134,992 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $1,134,992 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2018 | 1 | 5 | $3,425,379 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $3,425,379 | $45,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2017 | 1 | 5 | $3,279,592 | $43,000 | $8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $3,279,592 | $43,000 | $8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%. |
| 2016 | 1 | 5 | $2,944,113 | $1,200 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $2,944,113 | $1,200 | $240iApproximate average salary by contribution assumption: employee only about $6,000 at 4% or $4,000 at 6%; with 50% employer match about $4,000 at 4% or $2,667 at 6%; with 100% employer match about $3,000 at 4% or $2,000 at 6%. |
| 2015 | 1 | 5 | $2,732,651 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $2,732,651 | $40,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2014 | 1 | 5 | $2,635,242 | $26,848 | $5,370iApproximate average salary by contribution assumption: employee only about $134,240 at 4% or $89,493 at 6%; with 50% employer match about $89,493 at 4% or $59,662 at 6%; with 100% employer match about $67,120 at 4% or $44,747 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $2,635,242 | $26,848 | $5,370iApproximate average salary by contribution assumption: employee only about $134,240 at 4% or $89,493 at 6%; with 50% employer match about $89,493 at 4% or $59,662 at 6%; with 100% employer match about $67,120 at 4% or $44,747 at 6%. |
| 2013 | 1 | 6 | $2,572,508 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 6 | $2,572,508 | $25,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| 2012 | 1 | 5 | $2,196,107 | $17,200 | $3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $2,196,107 | $17,200 | $3,440iApproximate average salary by contribution assumption: employee only about $86,000 at 4% or $57,333 at 6%; with 50% employer match about $57,333 at 4% or $38,222 at 6%; with 100% employer match about $43,000 at 4% or $28,667 at 6%. |
| 2011 | 1 | 6 | $2,035,600 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 6 | $2,035,600 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2010 | 1 | 5 | $1,973,097 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $1,973,097 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2009 | 1 | 5 | $1,546,518 | $43,000 | $8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | $1,546,518 | $43,000 | $8,600iApproximate average salary by contribution assumption: employee only about $215,000 at 4% or $143,333 at 6%; with 50% employer match about $143,333 at 4% or $95,556 at 6%; with 100% employer match about $107,500 at 4% or $71,667 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $2,144,687 | $65,682 | $16,421iApproximate average salary by contribution assumption: employee only about $410,513 at 4% or $273,675 at 6%; with 50% employer match about $273,675 at 4% or $182,450 at 6%; with 100% employer match about $205,256 at 4% or $136,838 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $2,144,687 | $65,682 | $16,421iApproximate average salary by contribution assumption: employee only about $410,513 at 4% or $273,675 at 6%; with 50% employer match about $273,675 at 4% or $182,450 at 6%; with 100% employer match about $205,256 at 4% or $136,838 at 6%. |
| 2005 | 1 | 4 | $1,983,305 | $60,026 | $15,007iApproximate average salary by contribution assumption: employee only about $375,163 at 4% or $250,108 at 6%; with 50% employer match about $250,108 at 4% or $166,739 at 6%; with 100% employer match about $187,581 at 4% or $125,054 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $1,983,305 | $60,026 | $15,007iApproximate average salary by contribution assumption: employee only about $375,163 at 4% or $250,108 at 6%; with 50% employer match about $250,108 at 4% or $166,739 at 6%; with 100% employer match about $187,581 at 4% or $125,054 at 6%. |
| 2004 | 1 | 4 | $2,010,935 | $65,802 | $16,451iApproximate average salary by contribution assumption: employee only about $411,263 at 4% or $274,175 at 6%; with 50% employer match about $274,175 at 4% or $182,783 at 6%; with 100% employer match about $205,631 at 4% or $137,088 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $2,010,935 | $65,802 | $16,451iApproximate average salary by contribution assumption: employee only about $411,263 at 4% or $274,175 at 6%; with 50% employer match about $274,175 at 4% or $182,783 at 6%; with 100% employer match about $205,631 at 4% or $137,088 at 6%. |
| 2003 | 1 | 4 | $1,837,375 | $68,193 | $17,048iApproximate average salary by contribution assumption: employee only about $426,206 at 4% or $284,138 at 6%; with 50% employer match about $284,138 at 4% or $189,425 at 6%; with 100% employer match about $213,103 at 4% or $142,069 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $1,837,375 | $68,193 | $17,048iApproximate average salary by contribution assumption: employee only about $426,206 at 4% or $284,138 at 6%; with 50% employer match about $284,138 at 4% or $189,425 at 6%; with 100% employer match about $213,103 at 4% or $142,069 at 6%. |
| 2002 | 2 | 5 | $0 | $0 | - |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 5 | - | - | - |
| PEEBLES & GRACY PA MONEY PURCHASE PENSION PLAN AND TRUST | - | 0 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| PEEBLES & GRACY PA MONEY PURCHASE PENSION PLAN AND TRUST | - | 4 | - | - | - |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2000 | 2 | 3 | $1,608,788 | $50,413 | $16,804iApproximate average salary by contribution assumption: employee only about $420,108 at 4% or $280,072 at 6%; with 50% employer match about $280,072 at 4% or $186,715 at 6%; with 100% employer match about $210,054 at 4% or $140,036 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 3 | $950,177 | $37,830 | $12,610iApproximate average salary by contribution assumption: employee only about $315,250 at 4% or $210,167 at 6%; with 50% employer match about $210,167 at 4% or $140,111 at 6%; with 100% employer match about $157,625 at 4% or $105,083 at 6%. |
| PEEBLES & GRACY PA MONEY PURCHASE PENSION PLAN AND TRUST | - | 3 | $658,611 | $12,583 | $4,194iApproximate average salary by contribution assumption: employee only about $104,858 at 4% or $69,906 at 6%; with 50% employer match about $69,906 at 4% or $46,604 at 6%; with 100% employer match about $52,429 at 4% or $34,953 at 6%. |
| 1999 | 2 | 4 | $1,968,679 | $57,147 | $14,287iApproximate average salary by contribution assumption: employee only about $357,169 at 4% or $238,113 at 6%; with 50% employer match about $238,113 at 4% or $158,742 at 6%; with 100% employer match about $178,584 at 4% or $119,056 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $1,154,312 | $30,288 | $7,572iApproximate average salary by contribution assumption: employee only about $189,300 at 4% or $126,200 at 6%; with 50% employer match about $126,200 at 4% or $84,133 at 6%; with 100% employer match about $94,650 at 4% or $63,100 at 6%. |
| Peebles & Gracy Pa Profit Sharing Plan and Trust | - | 4 | $814,367 | $26,859 | $6,715iApproximate average salary by contribution assumption: employee only about $167,869 at 4% or $111,913 at 6%; with 50% employer match about $111,913 at 4% or $74,608 at 6%; with 100% employer match about $83,934 at 4% or $55,956 at 6%. |