Gorham & Associates LLC
Plan context: Gorham & Associates LLC 401K Plan
EIN 63-1253312 • Birmingham, AL • 32 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,598,177
2024 Contributions
$5,530
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 | 7 | $1,598,177 | $5,530 | $790iApproximate average salary by contribution assumption: employee only about $19,750 at 4% or $13,167 at 6%; with 50% employer match about $13,167 at 4% or $8,778 at 6%; with 100% employer match about $9,875 at 4% or $6,583 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 7 | $1,598,177 | $5,530 | $790iApproximate average salary by contribution assumption: employee only about $19,750 at 4% or $13,167 at 6%; with 50% employer match about $13,167 at 4% or $8,778 at 6%; with 100% employer match about $9,875 at 4% or $6,583 at 6%. |
| 2023 | 1 | 7 | $1,356,350 | $47,531 | $6,790iApproximate average salary by contribution assumption: employee only about $169,754 at 4% or $113,169 at 6%; with 50% employer match about $113,169 at 4% or $75,446 at 6%; with 100% employer match about $84,877 at 4% or $56,585 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 7 | $1,356,350 | $47,531 | $6,790iApproximate average salary by contribution assumption: employee only about $169,754 at 4% or $113,169 at 6%; with 50% employer match about $113,169 at 4% or $75,446 at 6%; with 100% employer match about $84,877 at 4% or $56,585 at 6%. |
| 2022 | 2 | 8 | $1,155,246 | $50,813 | $6,352iApproximate average salary by contribution assumption: employee only about $158,791 at 4% or $105,860 at 6%; with 50% employer match about $105,860 at 4% or $70,574 at 6%; with 100% employer match about $79,395 at 4% or $52,930 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 8 | $1,155,246 | $50,813 | $6,352iApproximate average salary by contribution assumption: employee only about $158,791 at 4% or $105,860 at 6%; with 50% employer match about $105,860 at 4% or $70,574 at 6%; with 100% employer match about $79,395 at 4% or $52,930 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 0 | $0 | $0 | - |
| 2021 | 2 | 7 | $3,912,493 | $19,364 | $2,766iApproximate average salary by contribution assumption: employee only about $69,157 at 4% or $46,105 at 6%; with 50% employer match about $46,105 at 4% or $30,737 at 6%; with 100% employer match about $34,579 at 4% or $23,052 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 4 | $2,647,126 | - | - |
| Gorham & Associates LLC 401K Plan | - | 7 | $1,265,367 | $19,364 | $2,766iApproximate average salary by contribution assumption: employee only about $69,157 at 4% or $46,105 at 6%; with 50% employer match about $46,105 at 4% or $30,737 at 6%; with 100% employer match about $34,579 at 4% or $23,052 at 6%. |
| 2020 | 2 | 7 | $3,749,232 | $77,495 | $11,071iApproximate average salary by contribution assumption: employee only about $276,768 at 4% or $184,512 at 6%; with 50% employer match about $184,512 at 4% or $123,008 at 6%; with 100% employer match about $138,384 at 4% or $92,256 at 6%. |
| GORHAM & ASSOCIATES, LLC. PENSION PLAN | - | 7 | $2,691,577 | $0 | - |
| Gorham & Associates LLC 401K Plan | - | 7 | $1,057,655 | $77,495 | $11,071iApproximate average salary by contribution assumption: employee only about $276,768 at 4% or $184,512 at 6%; with 50% employer match about $184,512 at 4% or $123,008 at 6%; with 100% employer match about $138,384 at 4% or $92,256 at 6%. |
| 2019 | 2 | 7 | $3,655,127 | $74,487 | $10,641iApproximate average salary by contribution assumption: employee only about $266,025 at 4% or $177,350 at 6%; with 50% employer match about $177,350 at 4% or $118,233 at 6%; with 100% employer match about $133,013 at 4% or $88,675 at 6%. |
| GORHAM & ASSOCIATES, LLC. PENSION PLAN | - | 7 | $2,626,963 | $27,255 | $3,894iApproximate average salary by contribution assumption: employee only about $97,339 at 4% or $64,893 at 6%; with 50% employer match about $64,893 at 4% or $43,262 at 6%; with 100% employer match about $48,670 at 4% or $32,446 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 7 | $1,028,164 | $47,232 | $6,747iApproximate average salary by contribution assumption: employee only about $168,686 at 4% or $112,457 at 6%; with 50% employer match about $112,457 at 4% or $74,971 at 6%; with 100% employer match about $84,343 at 4% or $56,229 at 6%. |
| 2018 | 2 | 7 | $2,496,072 | $80,376 | $11,482iApproximate average salary by contribution assumption: employee only about $287,057 at 4% or $191,371 at 6%; with 50% employer match about $191,371 at 4% or $127,581 at 6%; with 100% employer match about $143,529 at 4% or $95,686 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 7 | $1,696,986 | $0 | - |
| Gorham & Associates LLC 401K Plan | - | 7 | $799,086 | $80,376 | $11,482iApproximate average salary by contribution assumption: employee only about $287,057 at 4% or $191,371 at 6%; with 50% employer match about $191,371 at 4% or $127,581 at 6%; with 100% employer match about $143,529 at 4% or $95,686 at 6%. |
| 2017 | 2 | 5 | $2,913,537 | $81,635 | $16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 5 | $2,162,380 | $0 | - |
| Gorham & Associates LLC 401K Plan | - | 5 | $751,157 | $81,635 | $16,327iApproximate average salary by contribution assumption: employee only about $408,175 at 4% or $272,117 at 6%; with 50% employer match about $272,117 at 4% or $181,411 at 6%; with 100% employer match about $204,088 at 4% or $136,058 at 6%. |
| 2016 | 2 | 6 | $2,677,737 | $83,746 | $13,958iApproximate average salary by contribution assumption: employee only about $348,942 at 4% or $232,628 at 6%; with 50% employer match about $232,628 at 4% or $155,085 at 6%; with 100% employer match about $174,471 at 4% or $116,314 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 5 | $2,023,302 | $0 | - |
| Gorham & Associates LLC 401K Plan | - | 6 | $654,435 | $83,746 | $13,958iApproximate average salary by contribution assumption: employee only about $348,942 at 4% or $232,628 at 6%; with 50% employer match about $232,628 at 4% or $155,085 at 6%; with 100% employer match about $174,471 at 4% or $116,314 at 6%. |
| 2015 | 2 | 6 | $2,219,714 | $166,519 | $27,753iApproximate average salary by contribution assumption: employee only about $693,829 at 4% or $462,553 at 6%; with 50% employer match about $462,553 at 4% or $308,369 at 6%; with 100% employer match about $346,915 at 4% or $231,276 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 5 | $1,726,433 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 6 | $493,281 | $91,519 | $15,253iApproximate average salary by contribution assumption: employee only about $381,329 at 4% or $254,219 at 6%; with 50% employer match about $254,219 at 4% or $169,480 at 6%; with 100% employer match about $190,665 at 4% or $127,110 at 6%. |
| 2014 | 2 | 5 | $2,005,345 | $82,994 | $16,599iApproximate average salary by contribution assumption: employee only about $414,970 at 4% or $276,647 at 6%; with 50% employer match about $276,647 at 4% or $184,431 at 6%; with 100% employer match about $207,485 at 4% or $138,323 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 4 | $1,590,743 | $0 | - |
| Gorham & Associates LLC 401K Plan | - | 5 | $414,602 | $82,994 | $16,599iApproximate average salary by contribution assumption: employee only about $414,970 at 4% or $276,647 at 6%; with 50% employer match about $276,647 at 4% or $184,431 at 6%; with 100% employer match about $207,485 at 4% or $138,323 at 6%. |
| 2013 | 2 | 5 | $1,701,762 | $126,733 | $25,347iApproximate average salary by contribution assumption: employee only about $633,665 at 4% or $422,443 at 6%; with 50% employer match about $422,443 at 4% or $281,629 at 6%; with 100% employer match about $316,833 at 4% or $211,222 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 4 | $1,405,818 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 5 | $295,944 | $76,733 | $15,347iApproximate average salary by contribution assumption: employee only about $383,665 at 4% or $255,777 at 6%; with 50% employer match about $255,777 at 4% or $170,518 at 6%; with 100% employer match about $191,833 at 4% or $127,888 at 6%. |
| 2012 | 2 | 5 | $1,165,316 | $136,576 | $27,315iApproximate average salary by contribution assumption: employee only about $682,880 at 4% or $455,253 at 6%; with 50% employer match about $455,253 at 4% or $303,502 at 6%; with 100% employer match about $341,440 at 4% or $227,627 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 3 | $990,923 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 5 | $174,393 | $36,576 | $7,315iApproximate average salary by contribution assumption: employee only about $182,880 at 4% or $121,920 at 6%; with 50% employer match about $121,920 at 4% or $81,280 at 6%; with 100% employer match about $91,440 at 4% or $60,960 at 6%. |
| 2011 | 2 | 4 | $739,570 | $267,771 | $66,943iApproximate average salary by contribution assumption: employee only about $1,673,569 at 4% or $1,115,713 at 6%; with 50% employer match about $1,115,713 at 4% or $743,808 at 6%; with 100% employer match about $836,784 at 4% or $557,856 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 4 | $611,284 | $228,853 | $57,213iApproximate average salary by contribution assumption: employee only about $1,430,331 at 4% or $953,554 at 6%; with 50% employer match about $953,554 at 4% or $635,703 at 6%; with 100% employer match about $715,166 at 4% or $476,777 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 4 | $128,286 | $38,918 | $9,730iApproximate average salary by contribution assumption: employee only about $243,238 at 4% or $162,158 at 6%; with 50% employer match about $162,158 at 4% or $108,106 at 6%; with 100% employer match about $121,619 at 4% or $81,079 at 6%. |
| 2010 | 2 | 4 | $502,625 | $158,131 | $39,533iApproximate average salary by contribution assumption: employee only about $988,319 at 4% or $658,879 at 6%; with 50% employer match about $658,879 at 4% or $439,253 at 6%; with 100% employer match about $494,159 at 4% or $329,440 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 4 | $386,004 | $121,232 | $30,308iApproximate average salary by contribution assumption: employee only about $757,700 at 4% or $505,133 at 6%; with 50% employer match about $505,133 at 4% or $336,756 at 6%; with 100% employer match about $378,850 at 4% or $252,567 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 4 | $116,621 | $36,899 | $9,225iApproximate average salary by contribution assumption: employee only about $230,619 at 4% or $153,746 at 6%; with 50% employer match about $153,746 at 4% or $102,497 at 6%; with 100% employer match about $115,309 at 4% or $76,873 at 6%. |
| 2009 | 2 | 6 | $323,904 | $198,845 | $33,141iApproximate average salary by contribution assumption: employee only about $828,521 at 4% or $552,347 at 6%; with 50% employer match about $552,347 at 4% or $368,231 at 6%; with 100% employer match about $414,260 at 4% or $276,174 at 6%. |
| GORHAM & ASSOCIATES, LLC PENSION PLAN | - | 5 | $248,580 | $146,382 | $29,276iApproximate average salary by contribution assumption: employee only about $731,910 at 4% or $487,940 at 6%; with 50% employer match about $487,940 at 4% or $325,293 at 6%; with 100% employer match about $365,955 at 4% or $243,970 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 6 | $75,324 | $52,463 | $8,744iApproximate average salary by contribution assumption: employee only about $218,596 at 4% or $145,731 at 6%; with 50% employer match about $145,731 at 4% or $97,154 at 6%; with 100% employer match about $109,298 at 4% or $72,865 at 6%. |
| 2008 | 2 | 5 | $22,861 | $22,861 | $4,572iApproximate average salary by contribution assumption: employee only about $114,305 at 4% or $76,203 at 6%; with 50% employer match about $76,203 at 4% or $50,802 at 6%; with 100% employer match about $57,153 at 4% or $38,102 at 6%. |
| Gorham & Associates LLC 401K Plan | - | 5 | $22,861 | $22,861 | $4,572iApproximate average salary by contribution assumption: employee only about $114,305 at 4% or $76,203 at 6%; with 50% employer match about $76,203 at 4% or $50,802 at 6%; with 100% employer match about $57,153 at 4% or $38,102 at 6%. |
| GORHAM & ASSOCIATES, LLC. PENSION PLAN | - | 5 | - | - | - |