Civic Intelligence

Lloyd Granet, Pa

Plan context: LLOYD GRANET, P.A. CASH BALANCE PLAN

EIN 65-0900018 • Boca Raton, FL • 19 filings • 4 plans

2295 NW Corporate Blvd., Suite 235Boca Raton, FL 33431
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,490,263

2024 Contributions

$384,376

Historical Graphs

Total Assets Over Time

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

$2,490,263$1,245,132$0201020172024YearValue
$2,490,263Latest year 2024

Participants Over Time

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

740201020172024YearValue
7Latest 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
202427$2,490,263$384,376$54,911iApproximate average salary by contribution assumption: employee only about $1,372,771 at 4% or $915,181 at 6%; with 50% employer match about $915,181 at 4% or $610,121 at 6%; with 100% employer match about $686,386 at 4% or $457,590 at 6%.
LLOYD GRANET, P.A. CASH BALANCE PLAN-4$1,308,368$285,000$71,250iApproximate average salary by contribution assumption: employee only about $1,781,250 at 4% or $1,187,500 at 6%; with 50% employer match about $1,187,500 at 4% or $791,667 at 6%; with 100% employer match about $890,625 at 4% or $593,750 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-7$1,181,895$99,376$14,197iApproximate average salary by contribution assumption: employee only about $354,914 at 4% or $236,610 at 6%; with 50% employer match about $236,610 at 4% or $157,740 at 6%; with 100% employer match about $177,457 at 4% or $118,305 at 6%.
202327$1,975,299$425,279$60,754iApproximate average salary by contribution assumption: employee only about $1,518,854 at 4% or $1,012,569 at 6%; with 50% employer match about $1,012,569 at 4% or $675,046 at 6%; with 100% employer match about $759,427 at 4% or $506,285 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-7$1,011,288$98,339$14,048iApproximate average salary by contribution assumption: employee only about $351,211 at 4% or $234,140 at 6%; with 50% employer match about $234,140 at 4% or $156,094 at 6%; with 100% employer match about $175,605 at 4% or $117,070 at 6%.
LLOYD GRANET, P.A. CASH BALANCE PLAN-4$964,011$326,940$81,735iApproximate average salary by contribution assumption: employee only about $2,043,375 at 4% or $1,362,250 at 6%; with 50% employer match about $1,362,250 at 4% or $908,167 at 6%; with 100% employer match about $1,021,688 at 4% or $681,125 at 6%.
202226$1,433,004$378,855$63,143iApproximate average salary by contribution assumption: employee only about $1,578,563 at 4% or $1,052,375 at 6%; with 50% employer match about $1,052,375 at 4% or $701,583 at 6%; with 100% employer match about $789,281 at 4% or $526,188 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$830,634$69,047$11,508iApproximate average salary by contribution assumption: employee only about $287,696 at 4% or $191,797 at 6%; with 50% employer match about $191,797 at 4% or $127,865 at 6%; with 100% employer match about $143,848 at 4% or $95,899 at 6%.
LLOYD GRANET, P.A. CASH BALANCE PLAN-3$602,370$309,808$103,269iApproximate average salary by contribution assumption: employee only about $2,581,733 at 4% or $1,721,156 at 6%; with 50% employer match about $1,721,156 at 4% or $1,147,437 at 6%; with 100% employer match about $1,290,867 at 4% or $860,578 at 6%.
202126$1,148,390$350,163$58,361iApproximate average salary by contribution assumption: employee only about $1,459,013 at 4% or $972,675 at 6%; with 50% employer match about $972,675 at 4% or $648,450 at 6%; with 100% employer match about $729,506 at 4% or $486,338 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$852,344$54,117$9,020iApproximate average salary by contribution assumption: employee only about $225,488 at 4% or $150,325 at 6%; with 50% employer match about $150,325 at 4% or $100,217 at 6%; with 100% employer match about $112,744 at 4% or $75,163 at 6%.
LLOYD GRANET, P.A. CASH BALANCE PLAN-3$296,046$296,046$98,682iApproximate average salary by contribution assumption: employee only about $2,467,050 at 4% or $1,644,700 at 6%; with 50% employer match about $1,644,700 at 4% or $1,096,467 at 6%; with 100% employer match about $1,233,525 at 4% or $822,350 at 6%.
202015$744,607$53,796$10,759iApproximate average salary by contribution assumption: employee only about $268,980 at 4% or $179,320 at 6%; with 50% employer match about $179,320 at 4% or $119,547 at 6%; with 100% employer match about $134,490 at 4% or $89,660 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-5$744,607$53,796$10,759iApproximate average salary by contribution assumption: employee only about $268,980 at 4% or $179,320 at 6%; with 50% employer match about $179,320 at 4% or $119,547 at 6%; with 100% employer match about $134,490 at 4% or $89,660 at 6%.
201915$635,749$45,144$9,029iApproximate average salary by contribution assumption: employee only about $225,720 at 4% or $150,480 at 6%; with 50% employer match about $150,480 at 4% or $100,320 at 6%; with 100% employer match about $112,860 at 4% or $75,240 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-5$635,749$45,144$9,029iApproximate average salary by contribution assumption: employee only about $225,720 at 4% or $150,480 at 6%; with 50% employer match about $150,480 at 4% or $100,320 at 6%; with 100% employer match about $112,860 at 4% or $75,240 at 6%.
201816$536,115$48,091$8,015iApproximate average salary by contribution assumption: employee only about $200,379 at 4% or $133,586 at 6%; with 50% employer match about $133,586 at 4% or $89,057 at 6%; with 100% employer match about $100,190 at 4% or $66,793 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$536,115$48,091$8,015iApproximate average salary by contribution assumption: employee only about $200,379 at 4% or $133,586 at 6%; with 50% employer match about $133,586 at 4% or $89,057 at 6%; with 100% employer match about $100,190 at 4% or $66,793 at 6%.
201716$511,424$48,575$8,096iApproximate average salary by contribution assumption: employee only about $202,396 at 4% or $134,931 at 6%; with 50% employer match about $134,931 at 4% or $89,954 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$511,424$48,575$8,096iApproximate average salary by contribution assumption: employee only about $202,396 at 4% or $134,931 at 6%; with 50% employer match about $134,931 at 4% or $89,954 at 6%; with 100% employer match about $101,198 at 4% or $67,465 at 6%.
201616$425,724$48,429$8,072iApproximate average salary by contribution assumption: employee only about $201,788 at 4% or $134,525 at 6%; with 50% employer match about $134,525 at 4% or $89,683 at 6%; with 100% employer match about $100,894 at 4% or $67,263 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$425,724$48,429$8,072iApproximate average salary by contribution assumption: employee only about $201,788 at 4% or $134,525 at 6%; with 50% employer match about $134,525 at 4% or $89,683 at 6%; with 100% employer match about $100,894 at 4% or $67,263 at 6%.
201513$359,936$54,725$18,242iApproximate average salary by contribution assumption: employee only about $456,042 at 4% or $304,028 at 6%; with 50% employer match about $304,028 at 4% or $202,685 at 6%; with 100% employer match about $228,021 at 4% or $152,014 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-3$359,936$54,725$18,242iApproximate average salary by contribution assumption: employee only about $456,042 at 4% or $304,028 at 6%; with 50% employer match about $304,028 at 4% or $202,685 at 6%; with 100% employer match about $228,021 at 4% or $152,014 at 6%.
201416$310,083$49,262$8,210iApproximate average salary by contribution assumption: employee only about $205,258 at 4% or $136,839 at 6%; with 50% employer match about $136,839 at 4% or $91,226 at 6%; with 100% employer match about $102,629 at 4% or $68,419 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$310,083$49,262$8,210iApproximate average salary by contribution assumption: employee only about $205,258 at 4% or $136,839 at 6%; with 50% employer match about $136,839 at 4% or $91,226 at 6%; with 100% employer match about $102,629 at 4% or $68,419 at 6%.
201316$278,984$39,484$6,581iApproximate average salary by contribution assumption: employee only about $164,517 at 4% or $109,678 at 6%; with 50% employer match about $109,678 at 4% or $73,119 at 6%; with 100% employer match about $82,258 at 4% or $54,839 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$278,984$39,484$6,581iApproximate average salary by contribution assumption: employee only about $164,517 at 4% or $109,678 at 6%; with 50% employer match about $109,678 at 4% or $73,119 at 6%; with 100% employer match about $82,258 at 4% or $54,839 at 6%.
201216$229,052$38,416$6,403iApproximate average salary by contribution assumption: employee only about $160,067 at 4% or $106,711 at 6%; with 50% employer match about $106,711 at 4% or $71,141 at 6%; with 100% employer match about $80,033 at 4% or $53,356 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-6$229,052$38,416$6,403iApproximate average salary by contribution assumption: employee only about $160,067 at 4% or $106,711 at 6%; with 50% employer match about $106,711 at 4% or $71,141 at 6%; with 100% employer match about $80,033 at 4% or $53,356 at 6%.
201117$252,709$36,888$5,270iApproximate average salary by contribution assumption: employee only about $131,743 at 4% or $87,829 at 6%; with 50% employer match about $87,829 at 4% or $58,552 at 6%; with 100% employer match about $65,871 at 4% or $43,914 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-7$252,709$36,888$5,270iApproximate average salary by contribution assumption: employee only about $131,743 at 4% or $87,829 at 6%; with 50% employer match about $87,829 at 4% or $58,552 at 6%; with 100% employer match about $65,871 at 4% or $43,914 at 6%.
201017$214,750$5,252$750iApproximate average salary by contribution assumption: employee only about $18,757 at 4% or $12,505 at 6%; with 50% employer match about $12,505 at 4% or $8,337 at 6%; with 100% employer match about $9,379 at 4% or $6,252 at 6%.
Lloyd Granet, Pa 401(K) Profit Sharing Plan-7$214,750$5,252$750iApproximate average salary by contribution assumption: employee only about $18,757 at 4% or $12,505 at 6%; with 50% employer match about $12,505 at 4% or $8,337 at 6%; with 100% employer match about $9,379 at 4% or $6,252 at 6%.