Civic Intelligence

Lloyd, Gray & Whitehead PC.

Plan context: Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust

EIN 63-1007931 • Birmingham, AL • 35 filings • 5 plans

2501 20th Place South, Suite 300Birmingham, AL 35223
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$15,703,971

2024 Contributions

$623,539

Historical Graphs

Total Assets Over Time

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

$17,204,340$8,602,170$0199920132024YearValue
$15,703,971Latest year 2024

Participants Over Time

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

68340199920122024YearValue
56Latest year 2024

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
2024156$15,703,971$623,539$11,135iApproximate average salary by contribution assumption: employee only about $278,366 at 4% or $185,577 at 6%; with 50% employer match about $185,577 at 4% or $123,718 at 6%; with 100% employer match about $139,183 at 4% or $92,789 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-56$15,703,971$623,539$11,135iApproximate average salary by contribution assumption: employee only about $278,366 at 4% or $185,577 at 6%; with 50% employer match about $185,577 at 4% or $123,718 at 6%; with 100% employer match about $139,183 at 4% or $92,789 at 6%.
2023158$15,066,277$782,788$13,496iApproximate average salary by contribution assumption: employee only about $337,409 at 4% or $224,939 at 6%; with 50% employer match about $224,939 at 4% or $149,959 at 6%; with 100% employer match about $168,704 at 4% or $112,470 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-58$15,066,277$782,788$13,496iApproximate average salary by contribution assumption: employee only about $337,409 at 4% or $224,939 at 6%; with 50% employer match about $224,939 at 4% or $149,959 at 6%; with 100% employer match about $168,704 at 4% or $112,470 at 6%.
2022158$14,814,643$643,356$11,092iApproximate average salary by contribution assumption: employee only about $277,309 at 4% or $184,872 at 6%; with 50% employer match about $184,872 at 4% or $123,248 at 6%; with 100% employer match about $138,654 at 4% or $92,436 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-58$14,814,643$643,356$11,092iApproximate average salary by contribution assumption: employee only about $277,309 at 4% or $184,872 at 6%; with 50% employer match about $184,872 at 4% or $123,248 at 6%; with 100% employer match about $138,654 at 4% or $92,436 at 6%.
2021154$17,204,340$692,172$12,818iApproximate average salary by contribution assumption: employee only about $320,450 at 4% or $213,633 at 6%; with 50% employer match about $213,633 at 4% or $142,422 at 6%; with 100% employer match about $160,225 at 4% or $106,817 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-54$17,204,340$692,172$12,818iApproximate average salary by contribution assumption: employee only about $320,450 at 4% or $213,633 at 6%; with 50% employer match about $213,633 at 4% or $142,422 at 6%; with 100% employer match about $160,225 at 4% or $106,817 at 6%.
2020158$14,176,926$683,892$11,791iApproximate average salary by contribution assumption: employee only about $294,781 at 4% or $196,521 at 6%; with 50% employer match about $196,521 at 4% or $131,014 at 6%; with 100% employer match about $147,391 at 4% or $98,260 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-58$14,176,926$683,892$11,791iApproximate average salary by contribution assumption: employee only about $294,781 at 4% or $196,521 at 6%; with 50% employer match about $196,521 at 4% or $131,014 at 6%; with 100% employer match about $147,391 at 4% or $98,260 at 6%.
2019159$11,842,525$647,866$10,981iApproximate average salary by contribution assumption: employee only about $274,519 at 4% or $183,013 at 6%; with 50% employer match about $183,013 at 4% or $122,009 at 6%; with 100% employer match about $137,260 at 4% or $91,506 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-59$11,842,525$647,866$10,981iApproximate average salary by contribution assumption: employee only about $274,519 at 4% or $183,013 at 6%; with 50% employer match about $183,013 at 4% or $122,009 at 6%; with 100% employer match about $137,260 at 4% or $91,506 at 6%.
2018150$9,576,712$595,097$11,902iApproximate average salary by contribution assumption: employee only about $297,549 at 4% or $198,366 at 6%; with 50% employer match about $198,366 at 4% or $132,244 at 6%; with 100% employer match about $148,774 at 4% or $99,183 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-50$9,576,712$595,097$11,902iApproximate average salary by contribution assumption: employee only about $297,549 at 4% or $198,366 at 6%; with 50% employer match about $198,366 at 4% or $132,244 at 6%; with 100% employer match about $148,774 at 4% or $99,183 at 6%.
2017152$9,969,567$550,936$10,595iApproximate average salary by contribution assumption: employee only about $264,873 at 4% or $176,582 at 6%; with 50% employer match about $176,582 at 4% or $117,721 at 6%; with 100% employer match about $132,437 at 4% or $88,291 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-52$9,969,567$550,936$10,595iApproximate average salary by contribution assumption: employee only about $264,873 at 4% or $176,582 at 6%; with 50% employer match about $176,582 at 4% or $117,721 at 6%; with 100% employer match about $132,437 at 4% or $88,291 at 6%.
2016154$7,910,218$609,088$11,279iApproximate average salary by contribution assumption: employee only about $281,985 at 4% or $187,990 at 6%; with 50% employer match about $187,990 at 4% or $125,327 at 6%; with 100% employer match about $140,993 at 4% or $93,995 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-54$7,910,218$609,088$11,279iApproximate average salary by contribution assumption: employee only about $281,985 at 4% or $187,990 at 6%; with 50% employer match about $187,990 at 4% or $125,327 at 6%; with 100% employer match about $140,993 at 4% or $93,995 at 6%.
2015152$7,304,925$475,071$9,136iApproximate average salary by contribution assumption: employee only about $228,400 at 4% or $152,266 at 6%; with 50% employer match about $152,266 at 4% or $101,511 at 6%; with 100% employer match about $114,200 at 4% or $76,133 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-52$7,304,925$475,071$9,136iApproximate average salary by contribution assumption: employee only about $228,400 at 4% or $152,266 at 6%; with 50% employer match about $152,266 at 4% or $101,511 at 6%; with 100% employer match about $114,200 at 4% or $76,133 at 6%.
2014246$6,053,376$631,779$13,734iApproximate average salary by contribution assumption: employee only about $343,358 at 4% or $228,905 at 6%; with 50% employer match about $228,905 at 4% or $152,604 at 6%; with 100% employer match about $171,679 at 4% or $114,453 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-46$6,053,376$490,819$10,670iApproximate average salary by contribution assumption: employee only about $266,749 at 4% or $177,833 at 6%; with 50% employer match about $177,833 at 4% or $118,555 at 6%; with 100% employer match about $133,375 at 4% or $88,916 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-0$0$140,960-
2013248$7,829,220$503,271$10,485iApproximate average salary by contribution assumption: employee only about $262,120 at 4% or $174,747 at 6%; with 50% employer match about $174,747 at 4% or $116,498 at 6%; with 100% employer match about $131,060 at 4% or $87,373 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-48$6,462,454$503,271$10,485iApproximate average salary by contribution assumption: employee only about $262,120 at 4% or $174,747 at 6%; with 50% employer match about $174,747 at 4% or $116,498 at 6%; with 100% employer match about $131,060 at 4% or $87,373 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-25$1,366,766$0-
2012251$6,525,541$497,140$9,748iApproximate average salary by contribution assumption: employee only about $243,696 at 4% or $162,464 at 6%; with 50% employer match about $162,464 at 4% or $108,309 at 6%; with 100% employer match about $121,848 at 4% or $81,232 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-51$5,178,269$497,140$9,748iApproximate average salary by contribution assumption: employee only about $243,696 at 4% or $162,464 at 6%; with 50% employer match about $162,464 at 4% or $108,309 at 6%; with 100% employer match about $121,848 at 4% or $81,232 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-30$1,347,272$0-
2011251$5,592,881$433,520$8,500iApproximate average salary by contribution assumption: employee only about $212,510 at 4% or $141,673 at 6%; with 50% employer match about $141,673 at 4% or $94,449 at 6%; with 100% employer match about $106,255 at 4% or $70,837 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-51$4,275,635$433,520$8,500iApproximate average salary by contribution assumption: employee only about $212,510 at 4% or $141,673 at 6%; with 50% employer match about $141,673 at 4% or $94,449 at 6%; with 100% employer match about $106,255 at 4% or $70,837 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-31$1,317,246$0-
2010250$5,759,028$808,659$16,173iApproximate average salary by contribution assumption: employee only about $404,330 at 4% or $269,553 at 6%; with 50% employer match about $269,553 at 4% or $179,702 at 6%; with 100% employer match about $202,165 at 4% or $134,777 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-50$4,235,451$589,394$11,788iApproximate average salary by contribution assumption: employee only about $294,697 at 4% or $196,465 at 6%; with 50% employer match about $196,465 at 4% or $130,976 at 6%; with 100% employer match about $147,349 at 4% or $98,232 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-25$1,523,577$219,265$8,771iApproximate average salary by contribution assumption: employee only about $219,265 at 4% or $146,177 at 6%; with 50% employer match about $146,177 at 4% or $97,451 at 6%; with 100% employer match about $109,633 at 4% or $73,088 at 6%.
2009268$4,724,307$863,350$12,696iApproximate average salary by contribution assumption: employee only about $317,408 at 4% or $211,605 at 6%; with 50% employer match about $211,605 at 4% or $141,070 at 6%; with 100% employer match about $158,704 at 4% or $105,803 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-68$3,474,521$609,137$8,958iApproximate average salary by contribution assumption: employee only about $223,947 at 4% or $149,298 at 6%; with 50% employer match about $149,298 at 4% or $99,532 at 6%; with 100% employer match about $111,974 at 4% or $74,649 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-23$1,249,786$254,213$11,053iApproximate average salary by contribution assumption: employee only about $276,318 at 4% or $184,212 at 6%; with 50% employer match about $184,212 at 4% or $122,808 at 6%; with 100% employer match about $138,159 at 4% or $92,106 at 6%.
2008248$3,477,881$876,908$18,269iApproximate average salary by contribution assumption: employee only about $456,723 at 4% or $304,482 at 6%; with 50% employer match about $304,482 at 4% or $202,988 at 6%; with 100% employer match about $228,361 at 4% or $152,241 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-48$2,511,134$601,745$12,536iApproximate average salary by contribution assumption: employee only about $313,409 at 4% or $208,939 at 6%; with 50% employer match about $208,939 at 4% or $139,293 at 6%; with 100% employer match about $156,704 at 4% or $104,470 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-19$966,747$275,163$14,482iApproximate average salary by contribution assumption: employee only about $362,057 at 4% or $241,371 at 6%; with 50% employer match about $241,371 at 4% or $160,914 at 6%; with 100% employer match about $181,028 at 4% or $120,686 at 6%.
2007250$0$0-
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-23---
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-50---
2006249$3,381,481$890,094$18,165iApproximate average salary by contribution assumption: employee only about $454,130 at 4% or $302,753 at 6%; with 50% employer match about $302,753 at 4% or $201,835 at 6%; with 100% employer match about $227,065 at 4% or $151,377 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-49$2,970,696$684,462$13,969iApproximate average salary by contribution assumption: employee only about $349,215 at 4% or $232,810 at 6%; with 50% employer match about $232,810 at 4% or $155,207 at 6%; with 100% employer match about $174,608 at 4% or $116,405 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-23$410,785$205,632$8,941iApproximate average salary by contribution assumption: employee only about $223,513 at 4% or $149,009 at 6%; with 50% employer match about $149,009 at 4% or $99,339 at 6%; with 100% employer match about $111,757 at 4% or $74,504 at 6%.
2005242$2,228,504$523,085$12,454iApproximate average salary by contribution assumption: employee only about $311,360 at 4% or $207,573 at 6%; with 50% employer match about $207,573 at 4% or $138,382 at 6%; with 100% employer match about $155,680 at 4% or $103,787 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-42$2,031,219$325,800$7,757iApproximate average salary by contribution assumption: employee only about $193,929 at 4% or $129,286 at 6%; with 50% employer match about $129,286 at 4% or $86,190 at 6%; with 100% employer match about $96,964 at 4% or $64,643 at 6%.
LLOYD, GRAY & WHITEHEAD, P.C. CASH BALANCE PLAN-20$197,285$197,285$9,864iApproximate average salary by contribution assumption: employee only about $246,606 at 4% or $164,404 at 6%; with 50% employer match about $164,404 at 4% or $109,603 at 6%; with 100% employer match about $123,303 at 4% or $82,202 at 6%.
2004137$1,604,567$277,377$7,497iApproximate average salary by contribution assumption: employee only about $187,417 at 4% or $124,945 at 6%; with 50% employer match about $124,945 at 4% or $83,296 at 6%; with 100% employer match about $93,708 at 4% or $62,472 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-37$1,604,567$277,377$7,497iApproximate average salary by contribution assumption: employee only about $187,417 at 4% or $124,945 at 6%; with 50% employer match about $124,945 at 4% or $83,296 at 6%; with 100% employer match about $93,708 at 4% or $62,472 at 6%.
2003126$1,172,625$218,798$8,415iApproximate average salary by contribution assumption: employee only about $210,383 at 4% or $140,255 at 6%; with 50% employer match about $140,255 at 4% or $93,503 at 6%; with 100% employer match about $105,191 at 4% or $70,128 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-26$1,172,625$218,798$8,415iApproximate average salary by contribution assumption: employee only about $210,383 at 4% or $140,255 at 6%; with 50% employer match about $140,255 at 4% or $93,503 at 6%; with 100% employer match about $105,191 at 4% or $70,128 at 6%.
2002139$722,772$189,064$4,848iApproximate average salary by contribution assumption: employee only about $121,195 at 4% or $80,797 at 6%; with 50% employer match about $80,797 at 4% or $53,864 at 6%; with 100% employer match about $60,597 at 4% or $40,398 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-39$722,772$189,064$4,848iApproximate average salary by contribution assumption: employee only about $121,195 at 4% or $80,797 at 6%; with 50% employer match about $80,797 at 4% or $53,864 at 6%; with 100% employer match about $60,597 at 4% or $40,398 at 6%.
2001131$716,041$42,540$1,372iApproximate average salary by contribution assumption: employee only about $34,306 at 4% or $22,871 at 6%; with 50% employer match about $22,871 at 4% or $15,247 at 6%; with 100% employer match about $17,153 at 4% or $11,435 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-31$716,041$42,540$1,372iApproximate average salary by contribution assumption: employee only about $34,306 at 4% or $22,871 at 6%; with 50% employer match about $22,871 at 4% or $15,247 at 6%; with 100% employer match about $17,153 at 4% or $11,435 at 6%.
1999132$919,099$94,463$2,952iApproximate average salary by contribution assumption: employee only about $73,799 at 4% or $49,199 at 6%; with 50% employer match about $49,199 at 4% or $32,800 at 6%; with 100% employer match about $36,900 at 4% or $24,600 at 6%.
Lloyd Schreiber & Gray PC. 401K Profit Sharing Plan and Trust-32$919,099$94,463$2,952iApproximate average salary by contribution assumption: employee only about $73,799 at 4% or $49,199 at 6%; with 50% employer match about $49,199 at 4% or $32,800 at 6%; with 100% employer match about $36,900 at 4% or $24,600 at 6%.