Civic Intelligence

Jerry M. Graham, M.D.

Plan context: Graham Medical Retirement Plan

EIN 63-6103060 • Huntsville, AL • 14 filings • 1 plans

2903 Wall Triana Hwy - Suite 7Huntsville, AL 35824
Current Snapshot

Latest Year

2014

2014 Participants

34

2014 Assets

$2,889,441

2014 Contributions

$170,347

Historical Graphs

Total Assets Over Time

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

$2,889,441$1,444,721$0199920082014YearValue
$2,889,441Latest year 2014

Participants Over Time

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

34170199920082014YearValue
34Latest year 2014

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
2014134$2,889,441$170,347$5,010iApproximate average salary by contribution assumption: employee only about $125,255 at 4% or $83,503 at 6%; with 50% employer match about $83,503 at 4% or $55,669 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%.
Graham Medical Retirement Plan-34$2,889,441$170,347$5,010iApproximate average salary by contribution assumption: employee only about $125,255 at 4% or $83,503 at 6%; with 50% employer match about $83,503 at 4% or $55,669 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%.
2013128$2,794,700$170,687$6,096iApproximate average salary by contribution assumption: employee only about $152,399 at 4% or $101,599 at 6%; with 50% employer match about $101,599 at 4% or $67,733 at 6%; with 100% employer match about $76,200 at 4% or $50,800 at 6%.
Graham Medical Retirement Plan-28$2,794,700$170,687$6,096iApproximate average salary by contribution assumption: employee only about $152,399 at 4% or $101,599 at 6%; with 50% employer match about $101,599 at 4% or $67,733 at 6%; with 100% employer match about $76,200 at 4% or $50,800 at 6%.
2012130$2,398,798$163,166$5,439iApproximate average salary by contribution assumption: employee only about $135,972 at 4% or $90,648 at 6%; with 50% employer match about $90,648 at 4% or $60,432 at 6%; with 100% employer match about $67,986 at 4% or $45,324 at 6%.
Graham Medical Retirement Plan-30$2,398,798$163,166$5,439iApproximate average salary by contribution assumption: employee only about $135,972 at 4% or $90,648 at 6%; with 50% employer match about $90,648 at 4% or $60,432 at 6%; with 100% employer match about $67,986 at 4% or $45,324 at 6%.
2011130$2,051,919$151,928$5,064iApproximate average salary by contribution assumption: employee only about $126,607 at 4% or $84,404 at 6%; with 50% employer match about $84,404 at 4% or $56,270 at 6%; with 100% employer match about $63,303 at 4% or $42,202 at 6%.
Graham Medical Retirement Plan-30$2,051,919$151,928$5,064iApproximate average salary by contribution assumption: employee only about $126,607 at 4% or $84,404 at 6%; with 50% employer match about $84,404 at 4% or $56,270 at 6%; with 100% employer match about $63,303 at 4% or $42,202 at 6%.
2010129$1,924,530$164,710$5,680iApproximate average salary by contribution assumption: employee only about $141,991 at 4% or $94,661 at 6%; with 50% employer match about $94,661 at 4% or $63,107 at 6%; with 100% employer match about $70,996 at 4% or $47,330 at 6%.
Graham Medical Retirement Plan-29$1,924,530$164,710$5,680iApproximate average salary by contribution assumption: employee only about $141,991 at 4% or $94,661 at 6%; with 50% employer match about $94,661 at 4% or $63,107 at 6%; with 100% employer match about $70,996 at 4% or $47,330 at 6%.
2009129$2,102,183$160,944$5,550iApproximate average salary by contribution assumption: employee only about $138,745 at 4% or $92,497 at 6%; with 50% employer match about $92,497 at 4% or $61,664 at 6%; with 100% employer match about $69,372 at 4% or $46,248 at 6%.
Graham Medical Retirement Plan-29$2,102,183$160,944$5,550iApproximate average salary by contribution assumption: employee only about $138,745 at 4% or $92,497 at 6%; with 50% employer match about $92,497 at 4% or $61,664 at 6%; with 100% employer match about $69,372 at 4% or $46,248 at 6%.
2008126$1,611,120$154,375$5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,958 at 6%; with 50% employer match about $98,958 at 4% or $65,972 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%.
Graham Medical Retirement Plan-26$1,611,120$154,375$5,938iApproximate average salary by contribution assumption: employee only about $148,438 at 4% or $98,958 at 6%; with 50% employer match about $98,958 at 4% or $65,972 at 6%; with 100% employer match about $74,219 at 4% or $49,479 at 6%.
2007123$2,064,497$147,606$6,418iApproximate average salary by contribution assumption: employee only about $160,441 at 4% or $106,961 at 6%; with 50% employer match about $106,961 at 4% or $71,307 at 6%; with 100% employer match about $80,221 at 4% or $53,480 at 6%.
Graham Medical Retirement Plan-23$2,064,497$147,606$6,418iApproximate average salary by contribution assumption: employee only about $160,441 at 4% or $106,961 at 6%; with 50% employer match about $106,961 at 4% or $71,307 at 6%; with 100% employer match about $80,221 at 4% or $53,480 at 6%.
2006122$1,825,838$158,058$7,184iApproximate average salary by contribution assumption: employee only about $179,611 at 4% or $119,741 at 6%; with 50% employer match about $119,741 at 4% or $79,827 at 6%; with 100% employer match about $89,806 at 4% or $59,870 at 6%.
Graham Medical Retirement Plan-22$1,825,838$158,058$7,184iApproximate average salary by contribution assumption: employee only about $179,611 at 4% or $119,741 at 6%; with 50% employer match about $119,741 at 4% or $79,827 at 6%; with 100% employer match about $89,806 at 4% or $59,870 at 6%.
2005124$1,571,660$136,105$5,671iApproximate average salary by contribution assumption: employee only about $141,776 at 4% or $94,517 at 6%; with 50% employer match about $94,517 at 4% or $63,012 at 6%; with 100% employer match about $70,888 at 4% or $47,259 at 6%.
Graham Medical Retirement Plan-24$1,571,660$136,105$5,671iApproximate average salary by contribution assumption: employee only about $141,776 at 4% or $94,517 at 6%; with 50% employer match about $94,517 at 4% or $63,012 at 6%; with 100% employer match about $70,888 at 4% or $47,259 at 6%.
2004125$1,350,658$116,047$4,642iApproximate average salary by contribution assumption: employee only about $116,047 at 4% or $77,365 at 6%; with 50% employer match about $77,365 at 4% or $51,576 at 6%; with 100% employer match about $58,024 at 4% or $38,682 at 6%.
Graham Medical Retirement Plan-25$1,350,658$116,047$4,642iApproximate average salary by contribution assumption: employee only about $116,047 at 4% or $77,365 at 6%; with 50% employer match about $77,365 at 4% or $51,576 at 6%; with 100% employer match about $58,024 at 4% or $38,682 at 6%.
2002121$877,158$59,486$2,833iApproximate average salary by contribution assumption: employee only about $70,817 at 4% or $47,211 at 6%; with 50% employer match about $47,211 at 4% or $31,474 at 6%; with 100% employer match about $35,408 at 4% or $23,606 at 6%.
Graham Medical Retirement Plan-21$877,158$59,486$2,833iApproximate average salary by contribution assumption: employee only about $70,817 at 4% or $47,211 at 6%; with 50% employer match about $47,211 at 4% or $31,474 at 6%; with 100% employer match about $35,408 at 4% or $23,606 at 6%.
2000126$0$0-
Graham Medical Retirement Plan-26---
1999122$739,803$62,512$2,841iApproximate average salary by contribution assumption: employee only about $71,036 at 4% or $47,358 at 6%; with 50% employer match about $47,358 at 4% or $31,572 at 6%; with 100% employer match about $35,518 at 4% or $23,679 at 6%.
Graham Medical Retirement Plan-22$739,803$62,512$2,841iApproximate average salary by contribution assumption: employee only about $71,036 at 4% or $47,358 at 6%; with 50% employer match about $47,358 at 4% or $31,572 at 6%; with 100% employer match about $35,518 at 4% or $23,679 at 6%.