Graham, Bordelon & Company
Plan context: Graham, Bordelon & Company Profit Sharing Plan and Trust
EIN 72-1045872 • Monroe, LA • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$5,117,521
2025 Contributions
$193,480
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $5,117,521 | $193,480 | $32,247iApproximate average salary by contribution assumption: employee only about $806,167 at 4% or $537,444 at 6%; with 50% employer match about $537,444 at 4% or $358,296 at 6%; with 100% employer match about $403,083 at 4% or $268,722 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $5,117,521 | $193,480 | $32,247iApproximate average salary by contribution assumption: employee only about $806,167 at 4% or $537,444 at 6%; with 50% employer match about $537,444 at 4% or $358,296 at 6%; with 100% employer match about $403,083 at 4% or $268,722 at 6%. |
| 2024 | 1 | 6 | $4,288,521 | $162,585 | $27,098iApproximate average salary by contribution assumption: employee only about $677,438 at 4% or $451,625 at 6%; with 50% employer match about $451,625 at 4% or $301,083 at 6%; with 100% employer match about $338,719 at 4% or $225,813 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $4,288,521 | $162,585 | $27,098iApproximate average salary by contribution assumption: employee only about $677,438 at 4% or $451,625 at 6%; with 50% employer match about $451,625 at 4% or $301,083 at 6%; with 100% employer match about $338,719 at 4% or $225,813 at 6%. |
| 2023 | 1 | 6 | $3,609,059 | $148,007 | $24,668iApproximate average salary by contribution assumption: employee only about $616,696 at 4% or $411,131 at 6%; with 50% employer match about $411,131 at 4% or $274,087 at 6%; with 100% employer match about $308,348 at 4% or $205,565 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $3,609,059 | $148,007 | $24,668iApproximate average salary by contribution assumption: employee only about $616,696 at 4% or $411,131 at 6%; with 50% employer match about $411,131 at 4% or $274,087 at 6%; with 100% employer match about $308,348 at 4% or $205,565 at 6%. |
| 2022 | 1 | 6 | $3,010,080 | $150,929 | $25,155iApproximate average salary by contribution assumption: employee only about $628,871 at 4% or $419,247 at 6%; with 50% employer match about $419,247 at 4% or $279,498 at 6%; with 100% employer match about $314,435 at 4% or $209,624 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $3,010,080 | $150,929 | $25,155iApproximate average salary by contribution assumption: employee only about $628,871 at 4% or $419,247 at 6%; with 50% employer match about $419,247 at 4% or $279,498 at 6%; with 100% employer match about $314,435 at 4% or $209,624 at 6%. |
| 2021 | 1 | 6 | $3,371,499 | $143,402 | $23,900iApproximate average salary by contribution assumption: employee only about $597,508 at 4% or $398,339 at 6%; with 50% employer match about $398,339 at 4% or $265,559 at 6%; with 100% employer match about $298,754 at 4% or $199,169 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $3,371,499 | $143,402 | $23,900iApproximate average salary by contribution assumption: employee only about $597,508 at 4% or $398,339 at 6%; with 50% employer match about $398,339 at 4% or $265,559 at 6%; with 100% employer match about $298,754 at 4% or $199,169 at 6%. |
| 2020 | 1 | 6 | $2,690,752 | $135,986 | $22,664iApproximate average salary by contribution assumption: employee only about $566,608 at 4% or $377,739 at 6%; with 50% employer match about $377,739 at 4% or $251,826 at 6%; with 100% employer match about $283,304 at 4% or $188,869 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,690,752 | $135,986 | $22,664iApproximate average salary by contribution assumption: employee only about $566,608 at 4% or $377,739 at 6%; with 50% employer match about $377,739 at 4% or $251,826 at 6%; with 100% employer match about $283,304 at 4% or $188,869 at 6%. |
| 2019 | 1 | 6 | $2,307,442 | $129,438 | $21,573iApproximate average salary by contribution assumption: employee only about $539,325 at 4% or $359,550 at 6%; with 50% employer match about $359,550 at 4% or $239,700 at 6%; with 100% employer match about $269,663 at 4% or $179,775 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,307,442 | $129,438 | $21,573iApproximate average salary by contribution assumption: employee only about $539,325 at 4% or $359,550 at 6%; with 50% employer match about $359,550 at 4% or $239,700 at 6%; with 100% employer match about $269,663 at 4% or $179,775 at 6%. |
| 2018 | 1 | 6 | $1,814,021 | $109,784 | $18,297iApproximate average salary by contribution assumption: employee only about $457,433 at 4% or $304,956 at 6%; with 50% employer match about $304,956 at 4% or $203,304 at 6%; with 100% employer match about $228,717 at 4% or $152,478 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $1,814,021 | $109,784 | $18,297iApproximate average salary by contribution assumption: employee only about $457,433 at 4% or $304,956 at 6%; with 50% employer match about $304,956 at 4% or $203,304 at 6%; with 100% employer match about $228,717 at 4% or $152,478 at 6%. |
| 2017 | 1 | 6 | $1,781,975 | $102,070 | $17,012iApproximate average salary by contribution assumption: employee only about $425,292 at 4% or $283,528 at 6%; with 50% employer match about $283,528 at 4% or $189,019 at 6%; with 100% employer match about $212,646 at 4% or $141,764 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $1,781,975 | $102,070 | $17,012iApproximate average salary by contribution assumption: employee only about $425,292 at 4% or $283,528 at 6%; with 50% employer match about $283,528 at 4% or $189,019 at 6%; with 100% employer match about $212,646 at 4% or $141,764 at 6%. |
| 2016 | 1 | 7 | $2,977,826 | $98,146 | $14,021iApproximate average salary by contribution assumption: employee only about $350,521 at 4% or $233,681 at 6%; with 50% employer match about $233,681 at 4% or $155,787 at 6%; with 100% employer match about $175,261 at 4% or $116,840 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $2,977,826 | $98,146 | $14,021iApproximate average salary by contribution assumption: employee only about $350,521 at 4% or $233,681 at 6%; with 50% employer match about $233,681 at 4% or $155,787 at 6%; with 100% employer match about $175,261 at 4% or $116,840 at 6%. |
| 2015 | 1 | 6 | $2,653,002 | $103,027 | $17,171iApproximate average salary by contribution assumption: employee only about $429,279 at 4% or $286,186 at 6%; with 50% employer match about $286,186 at 4% or $190,791 at 6%; with 100% employer match about $214,640 at 4% or $143,093 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,653,002 | $103,027 | $17,171iApproximate average salary by contribution assumption: employee only about $429,279 at 4% or $286,186 at 6%; with 50% employer match about $286,186 at 4% or $190,791 at 6%; with 100% employer match about $214,640 at 4% or $143,093 at 6%. |
| 2014 | 1 | 7 | $3,935,963 | $95,322 | $13,617iApproximate average salary by contribution assumption: employee only about $340,436 at 4% or $226,957 at 6%; with 50% employer match about $226,957 at 4% or $151,305 at 6%; with 100% employer match about $170,218 at 4% or $113,479 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $3,935,963 | $95,322 | $13,617iApproximate average salary by contribution assumption: employee only about $340,436 at 4% or $226,957 at 6%; with 50% employer match about $226,957 at 4% or $151,305 at 6%; with 100% employer match about $170,218 at 4% or $113,479 at 6%. |
| 2013 | 1 | 7 | $3,565,982 | $105,630 | $15,090iApproximate average salary by contribution assumption: employee only about $377,250 at 4% or $251,500 at 6%; with 50% employer match about $251,500 at 4% or $167,667 at 6%; with 100% employer match about $188,625 at 4% or $125,750 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $3,565,982 | $105,630 | $15,090iApproximate average salary by contribution assumption: employee only about $377,250 at 4% or $251,500 at 6%; with 50% employer match about $251,500 at 4% or $167,667 at 6%; with 100% employer match about $188,625 at 4% or $125,750 at 6%. |
| 2012 | 1 | 7 | $2,762,117 | $84,869 | $12,124iApproximate average salary by contribution assumption: employee only about $303,104 at 4% or $202,069 at 6%; with 50% employer match about $202,069 at 4% or $134,713 at 6%; with 100% employer match about $151,552 at 4% or $101,035 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $2,762,117 | $84,869 | $12,124iApproximate average salary by contribution assumption: employee only about $303,104 at 4% or $202,069 at 6%; with 50% employer match about $202,069 at 4% or $134,713 at 6%; with 100% employer match about $151,552 at 4% or $101,035 at 6%. |
| 2011 | 1 | 6 | $2,329,434 | $98,701 | $16,450iApproximate average salary by contribution assumption: employee only about $411,254 at 4% or $274,169 at 6%; with 50% employer match about $274,169 at 4% or $182,780 at 6%; with 100% employer match about $205,627 at 4% or $137,085 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,329,434 | $98,701 | $16,450iApproximate average salary by contribution assumption: employee only about $411,254 at 4% or $274,169 at 6%; with 50% employer match about $274,169 at 4% or $182,780 at 6%; with 100% employer match about $205,627 at 4% or $137,085 at 6%. |
| 2010 | 1 | 6 | $2,259,421 | $105,071 | $17,512iApproximate average salary by contribution assumption: employee only about $437,796 at 4% or $291,864 at 6%; with 50% employer match about $291,864 at 4% or $194,576 at 6%; with 100% employer match about $218,898 at 4% or $145,932 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,259,421 | $105,071 | $17,512iApproximate average salary by contribution assumption: employee only about $437,796 at 4% or $291,864 at 6%; with 50% employer match about $291,864 at 4% or $194,576 at 6%; with 100% employer match about $218,898 at 4% or $145,932 at 6%. |
| 2009 | 1 | 7 | $2,182,084 | $107,330 | $15,333iApproximate average salary by contribution assumption: employee only about $383,321 at 4% or $255,548 at 6%; with 50% employer match about $255,548 at 4% or $170,365 at 6%; with 100% employer match about $191,661 at 4% or $127,774 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $2,182,084 | $107,330 | $15,333iApproximate average salary by contribution assumption: employee only about $383,321 at 4% or $255,548 at 6%; with 50% employer match about $255,548 at 4% or $170,365 at 6%; with 100% employer match about $191,661 at 4% or $127,774 at 6%. |
| 2008 | 1 | 7 | $1,605,870 | $129,833 | $18,548iApproximate average salary by contribution assumption: employee only about $463,689 at 4% or $309,126 at 6%; with 50% employer match about $309,126 at 4% or $206,084 at 6%; with 100% employer match about $231,845 at 4% or $154,563 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $1,605,870 | $129,833 | $18,548iApproximate average salary by contribution assumption: employee only about $463,689 at 4% or $309,126 at 6%; with 50% employer match about $309,126 at 4% or $206,084 at 6%; with 100% employer match about $231,845 at 4% or $154,563 at 6%. |
| 2007 | 1 | 6 | $2,334,720 | $126,704 | $21,117iApproximate average salary by contribution assumption: employee only about $527,933 at 4% or $351,956 at 6%; with 50% employer match about $351,956 at 4% or $234,637 at 6%; with 100% employer match about $263,967 at 4% or $175,978 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,334,720 | $126,704 | $21,117iApproximate average salary by contribution assumption: employee only about $527,933 at 4% or $351,956 at 6%; with 50% employer match about $351,956 at 4% or $234,637 at 6%; with 100% employer match about $263,967 at 4% or $175,978 at 6%. |
| 2006 | 1 | 6 | $2,024,856 | $123,724 | $20,621iApproximate average salary by contribution assumption: employee only about $515,517 at 4% or $343,678 at 6%; with 50% employer match about $343,678 at 4% or $229,119 at 6%; with 100% employer match about $257,758 at 4% or $171,839 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $2,024,856 | $123,724 | $20,621iApproximate average salary by contribution assumption: employee only about $515,517 at 4% or $343,678 at 6%; with 50% employer match about $343,678 at 4% or $229,119 at 6%; with 100% employer match about $257,758 at 4% or $171,839 at 6%. |
| 2005 | 1 | 7 | $1,626,857 | $109,844 | $15,692iApproximate average salary by contribution assumption: employee only about $392,300 at 4% or $261,533 at 6%; with 50% employer match about $261,533 at 4% or $174,356 at 6%; with 100% employer match about $196,150 at 4% or $130,767 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $1,626,857 | $109,844 | $15,692iApproximate average salary by contribution assumption: employee only about $392,300 at 4% or $261,533 at 6%; with 50% employer match about $261,533 at 4% or $174,356 at 6%; with 100% employer match about $196,150 at 4% or $130,767 at 6%. |
| 2004 | 1 | 6 | $1,395,451 | $96,957 | $16,160iApproximate average salary by contribution assumption: employee only about $403,988 at 4% or $269,325 at 6%; with 50% employer match about $269,325 at 4% or $179,550 at 6%; with 100% employer match about $201,994 at 4% or $134,663 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $1,395,451 | $96,957 | $16,160iApproximate average salary by contribution assumption: employee only about $403,988 at 4% or $269,325 at 6%; with 50% employer match about $269,325 at 4% or $179,550 at 6%; with 100% employer match about $201,994 at 4% or $134,663 at 6%. |
| 2003 | 1 | 6 | $1,154,233 | $87,434 | $14,572iApproximate average salary by contribution assumption: employee only about $364,308 at 4% or $242,872 at 6%; with 50% employer match about $242,872 at 4% or $161,915 at 6%; with 100% employer match about $182,154 at 4% or $121,436 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $1,154,233 | $87,434 | $14,572iApproximate average salary by contribution assumption: employee only about $364,308 at 4% or $242,872 at 6%; with 50% employer match about $242,872 at 4% or $161,915 at 6%; with 100% employer match about $182,154 at 4% or $121,436 at 6%. |
| 2002 | 1 | 6 | $848,025 | $106,409 | $17,735iApproximate average salary by contribution assumption: employee only about $443,371 at 4% or $295,581 at 6%; with 50% employer match about $295,581 at 4% or $197,054 at 6%; with 100% employer match about $221,685 at 4% or $147,790 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 6 | $848,025 | $106,409 | $17,735iApproximate average salary by contribution assumption: employee only about $443,371 at 4% or $295,581 at 6%; with 50% employer match about $295,581 at 4% or $197,054 at 6%; with 100% employer match about $221,685 at 4% or $147,790 at 6%. |
| 2001 | 1 | 7 | $903,558 | $73,773 | $10,539iApproximate average salary by contribution assumption: employee only about $263,475 at 4% or $175,650 at 6%; with 50% employer match about $175,650 at 4% or $117,100 at 6%; with 100% employer match about $131,738 at 4% or $87,825 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $903,558 | $73,773 | $10,539iApproximate average salary by contribution assumption: employee only about $263,475 at 4% or $175,650 at 6%; with 50% employer match about $175,650 at 4% or $117,100 at 6%; with 100% employer match about $131,738 at 4% or $87,825 at 6%. |
| 2000 | 1 | 7 | $933,242 | $87,536 | $12,505iApproximate average salary by contribution assumption: employee only about $312,629 at 4% or $208,419 at 6%; with 50% employer match about $208,419 at 4% or $138,946 at 6%; with 100% employer match about $156,314 at 4% or $104,210 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 7 | $933,242 | $87,536 | $12,505iApproximate average salary by contribution assumption: employee only about $312,629 at 4% or $208,419 at 6%; with 50% employer match about $208,419 at 4% or $138,946 at 6%; with 100% employer match about $156,314 at 4% or $104,210 at 6%. |
| 1999 | 1 | 5 | $907,108 | $72,520 | $14,504iApproximate average salary by contribution assumption: employee only about $362,600 at 4% or $241,733 at 6%; with 50% employer match about $241,733 at 4% or $161,156 at 6%; with 100% employer match about $181,300 at 4% or $120,867 at 6%. |
| Graham, Bordelon & Company Profit Sharing Plan and Trust | - | 5 | $907,108 | $72,520 | $14,504iApproximate average salary by contribution assumption: employee only about $362,600 at 4% or $241,733 at 6%; with 50% employer match about $241,733 at 4% or $161,156 at 6%; with 100% employer match about $181,300 at 4% or $120,867 at 6%. |