Kasper/Graham Associates
Plan context: Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan
EIN 75-1401566 • Arlington, TX • 29 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
47
2024 Assets
$4,331,978
2024 Contributions
$176,018
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 | 47 | $4,331,978 | $176,018 | $3,745iApproximate average salary by contribution assumption: employee only about $93,627 at 4% or $62,418 at 6%; with 50% employer match about $62,418 at 4% or $41,612 at 6%; with 100% employer match about $46,813 at 4% or $31,209 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 47 | $4,331,978 | $176,018 | $3,745iApproximate average salary by contribution assumption: employee only about $93,627 at 4% or $62,418 at 6%; with 50% employer match about $62,418 at 4% or $41,612 at 6%; with 100% employer match about $46,813 at 4% or $31,209 at 6%. |
| 2023 | 1 | 33 | $4,118,637 | $131,086 | $3,972iApproximate average salary by contribution assumption: employee only about $99,308 at 4% or $66,205 at 6%; with 50% employer match about $66,205 at 4% or $44,137 at 6%; with 100% employer match about $49,654 at 4% or $33,103 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 33 | $4,118,637 | $131,086 | $3,972iApproximate average salary by contribution assumption: employee only about $99,308 at 4% or $66,205 at 6%; with 50% employer match about $66,205 at 4% or $44,137 at 6%; with 100% employer match about $49,654 at 4% or $33,103 at 6%. |
| 2022 | 1 | 29 | $3,347,954 | $110,394 | $3,807iApproximate average salary by contribution assumption: employee only about $95,167 at 4% or $63,445 at 6%; with 50% employer match about $63,445 at 4% or $42,297 at 6%; with 100% employer match about $47,584 at 4% or $31,722 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 29 | $3,347,954 | $110,394 | $3,807iApproximate average salary by contribution assumption: employee only about $95,167 at 4% or $63,445 at 6%; with 50% employer match about $63,445 at 4% or $42,297 at 6%; with 100% employer match about $47,584 at 4% or $31,722 at 6%. |
| 2021 | 1 | 31 | $4,191,379 | $124,856 | $4,028iApproximate average salary by contribution assumption: employee only about $100,690 at 4% or $67,127 at 6%; with 50% employer match about $67,127 at 4% or $44,751 at 6%; with 100% employer match about $50,345 at 4% or $33,563 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 31 | $4,191,379 | $124,856 | $4,028iApproximate average salary by contribution assumption: employee only about $100,690 at 4% or $67,127 at 6%; with 50% employer match about $67,127 at 4% or $44,751 at 6%; with 100% employer match about $50,345 at 4% or $33,563 at 6%. |
| 2020 | 1 | 28 | $3,503,538 | $113,108 | $4,040iApproximate average salary by contribution assumption: employee only about $100,989 at 4% or $67,326 at 6%; with 50% employer match about $67,326 at 4% or $44,884 at 6%; with 100% employer match about $50,495 at 4% or $33,663 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 28 | $3,503,538 | $113,108 | $4,040iApproximate average salary by contribution assumption: employee only about $100,989 at 4% or $67,326 at 6%; with 50% employer match about $67,326 at 4% or $44,884 at 6%; with 100% employer match about $50,495 at 4% or $33,663 at 6%. |
| 2019 | 1 | 24 | $2,808,894 | $111,570 | $4,649iApproximate average salary by contribution assumption: employee only about $116,219 at 4% or $77,479 at 6%; with 50% employer match about $77,479 at 4% or $51,653 at 6%; with 100% employer match about $58,109 at 4% or $38,740 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 24 | $2,808,894 | $111,570 | $4,649iApproximate average salary by contribution assumption: employee only about $116,219 at 4% or $77,479 at 6%; with 50% employer match about $77,479 at 4% or $51,653 at 6%; with 100% employer match about $58,109 at 4% or $38,740 at 6%. |
| 2018 | 1 | 28 | $2,523,122 | $110,925 | $3,962iApproximate average salary by contribution assumption: employee only about $99,040 at 4% or $66,027 at 6%; with 50% employer match about $66,027 at 4% or $44,018 at 6%; with 100% employer match about $49,520 at 4% or $33,013 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 28 | $2,523,122 | $110,925 | $3,962iApproximate average salary by contribution assumption: employee only about $99,040 at 4% or $66,027 at 6%; with 50% employer match about $66,027 at 4% or $44,018 at 6%; with 100% employer match about $49,520 at 4% or $33,013 at 6%. |
| 2017 | 1 | 25 | $2,830,121 | $64,890 | $2,596iApproximate average salary by contribution assumption: employee only about $64,890 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 25 | $2,830,121 | $64,890 | $2,596iApproximate average salary by contribution assumption: employee only about $64,890 at 4% or $43,260 at 6%; with 50% employer match about $43,260 at 4% or $28,840 at 6%; with 100% employer match about $32,445 at 4% or $21,630 at 6%. |
| 2016 | 1 | 24 | $2,299,025 | $66,170 | $2,757iApproximate average salary by contribution assumption: employee only about $68,927 at 4% or $45,951 at 6%; with 50% employer match about $45,951 at 4% or $30,634 at 6%; with 100% employer match about $34,464 at 4% or $22,976 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 24 | $2,299,025 | $66,170 | $2,757iApproximate average salary by contribution assumption: employee only about $68,927 at 4% or $45,951 at 6%; with 50% employer match about $45,951 at 4% or $30,634 at 6%; with 100% employer match about $34,464 at 4% or $22,976 at 6%. |
| 2015 | 1 | 24 | $2,631,843 | $50,239 | $2,093iApproximate average salary by contribution assumption: employee only about $52,332 at 4% or $34,888 at 6%; with 50% employer match about $34,888 at 4% or $23,259 at 6%; with 100% employer match about $26,166 at 4% or $17,444 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 24 | $2,631,843 | $50,239 | $2,093iApproximate average salary by contribution assumption: employee only about $52,332 at 4% or $34,888 at 6%; with 50% employer match about $34,888 at 4% or $23,259 at 6%; with 100% employer match about $26,166 at 4% or $17,444 at 6%. |
| 2014 | 1 | 21 | $2,731,138 | $49,106 | $2,338iApproximate average salary by contribution assumption: employee only about $58,460 at 4% or $38,973 at 6%; with 50% employer match about $38,973 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 21 | $2,731,138 | $49,106 | $2,338iApproximate average salary by contribution assumption: employee only about $58,460 at 4% or $38,973 at 6%; with 50% employer match about $38,973 at 4% or $25,982 at 6%; with 100% employer match about $29,230 at 4% or $19,487 at 6%. |
| 2013 | 1 | 22 | $2,552,194 | $33,160 | $1,507iApproximate average salary by contribution assumption: employee only about $37,682 at 4% or $25,121 at 6%; with 50% employer match about $25,121 at 4% or $16,747 at 6%; with 100% employer match about $18,841 at 4% or $12,561 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 22 | $2,552,194 | $33,160 | $1,507iApproximate average salary by contribution assumption: employee only about $37,682 at 4% or $25,121 at 6%; with 50% employer match about $25,121 at 4% or $16,747 at 6%; with 100% employer match about $18,841 at 4% or $12,561 at 6%. |
| 2012 | 1 | 23 | $2,231,126 | $35,185 | $1,530iApproximate average salary by contribution assumption: employee only about $38,245 at 4% or $25,496 at 6%; with 50% employer match about $25,496 at 4% or $16,998 at 6%; with 100% employer match about $19,122 at 4% or $12,748 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 23 | $2,231,126 | $35,185 | $1,530iApproximate average salary by contribution assumption: employee only about $38,245 at 4% or $25,496 at 6%; with 50% employer match about $25,496 at 4% or $16,998 at 6%; with 100% employer match about $19,122 at 4% or $12,748 at 6%. |
| 2011 | 1 | 23 | $1,978,933 | $34,860 | $1,516iApproximate average salary by contribution assumption: employee only about $37,891 at 4% or $25,261 at 6%; with 50% employer match about $25,261 at 4% or $16,841 at 6%; with 100% employer match about $18,946 at 4% or $12,630 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 23 | $1,978,933 | $34,860 | $1,516iApproximate average salary by contribution assumption: employee only about $37,891 at 4% or $25,261 at 6%; with 50% employer match about $25,261 at 4% or $16,841 at 6%; with 100% employer match about $18,946 at 4% or $12,630 at 6%. |
| 2010 | 1 | 21 | $2,019,045 | $38,474 | $1,832iApproximate average salary by contribution assumption: employee only about $45,802 at 4% or $30,535 at 6%; with 50% employer match about $30,535 at 4% or $20,357 at 6%; with 100% employer match about $22,901 at 4% or $15,267 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 21 | $2,019,045 | $38,474 | $1,832iApproximate average salary by contribution assumption: employee only about $45,802 at 4% or $30,535 at 6%; with 50% employer match about $30,535 at 4% or $20,357 at 6%; with 100% employer match about $22,901 at 4% or $15,267 at 6%. |
| 2009 | 1 | 26 | $1,995,738 | $62,097 | $2,388iApproximate average salary by contribution assumption: employee only about $59,709 at 4% or $39,806 at 6%; with 50% employer match about $39,806 at 4% or $26,537 at 6%; with 100% employer match about $29,854 at 4% or $19,903 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 26 | $1,995,738 | $62,097 | $2,388iApproximate average salary by contribution assumption: employee only about $59,709 at 4% or $39,806 at 6%; with 50% employer match about $39,806 at 4% or $26,537 at 6%; with 100% employer match about $29,854 at 4% or $19,903 at 6%. |
| 2008 | 1 | 28 | $1,696,096 | $113,983 | $4,071iApproximate average salary by contribution assumption: employee only about $101,771 at 4% or $67,847 at 6%; with 50% employer match about $67,847 at 4% or $45,231 at 6%; with 100% employer match about $50,885 at 4% or $33,924 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 28 | $1,696,096 | $113,983 | $4,071iApproximate average salary by contribution assumption: employee only about $101,771 at 4% or $67,847 at 6%; with 50% employer match about $67,847 at 4% or $45,231 at 6%; with 100% employer match about $50,885 at 4% or $33,924 at 6%. |
| 2007 | 1 | 37 | $2,738,516 | $135,054 | $3,650iApproximate average salary by contribution assumption: employee only about $91,253 at 4% or $60,835 at 6%; with 50% employer match about $60,835 at 4% or $40,557 at 6%; with 100% employer match about $45,626 at 4% or $30,418 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 37 | $2,738,516 | $135,054 | $3,650iApproximate average salary by contribution assumption: employee only about $91,253 at 4% or $60,835 at 6%; with 50% employer match about $60,835 at 4% or $40,557 at 6%; with 100% employer match about $45,626 at 4% or $30,418 at 6%. |
| 2006 | 1 | 39 | $2,521,929 | $118,956 | $3,050iApproximate average salary by contribution assumption: employee only about $76,254 at 4% or $50,836 at 6%; with 50% employer match about $50,836 at 4% or $33,891 at 6%; with 100% employer match about $38,127 at 4% or $25,418 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 39 | $2,521,929 | $118,956 | $3,050iApproximate average salary by contribution assumption: employee only about $76,254 at 4% or $50,836 at 6%; with 50% employer match about $50,836 at 4% or $33,891 at 6%; with 100% employer match about $38,127 at 4% or $25,418 at 6%. |
| 2005 | 1 | 31 | $2,103,345 | $125,636 | $4,053iApproximate average salary by contribution assumption: employee only about $101,319 at 4% or $67,546 at 6%; with 50% employer match about $67,546 at 4% or $45,031 at 6%; with 100% employer match about $50,660 at 4% or $33,773 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 31 | $2,103,345 | $125,636 | $4,053iApproximate average salary by contribution assumption: employee only about $101,319 at 4% or $67,546 at 6%; with 50% employer match about $67,546 at 4% or $45,031 at 6%; with 100% employer match about $50,660 at 4% or $33,773 at 6%. |
| 2004 | 1 | 33 | $1,825,501 | $133,260 | $4,038iApproximate average salary by contribution assumption: employee only about $100,955 at 4% or $67,303 at 6%; with 50% employer match about $67,303 at 4% or $44,869 at 6%; with 100% employer match about $50,477 at 4% or $33,652 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 33 | $1,825,501 | $133,260 | $4,038iApproximate average salary by contribution assumption: employee only about $100,955 at 4% or $67,303 at 6%; with 50% employer match about $67,303 at 4% or $44,869 at 6%; with 100% employer match about $50,477 at 4% or $33,652 at 6%. |
| 2003 | 1 | 33 | $1,549,745 | $109,412 | $3,316iApproximate average salary by contribution assumption: employee only about $82,888 at 4% or $55,259 at 6%; with 50% employer match about $55,259 at 4% or $36,839 at 6%; with 100% employer match about $41,444 at 4% or $27,629 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 33 | $1,549,745 | $109,412 | $3,316iApproximate average salary by contribution assumption: employee only about $82,888 at 4% or $55,259 at 6%; with 50% employer match about $55,259 at 4% or $36,839 at 6%; with 100% employer match about $41,444 at 4% or $27,629 at 6%. |
| 2002 | 1 | 29 | $1,133,237 | $105,261 | $3,630iApproximate average salary by contribution assumption: employee only about $90,742 at 4% or $60,495 at 6%; with 50% employer match about $60,495 at 4% or $40,330 at 6%; with 100% employer match about $45,371 at 4% or $30,247 at 6%. |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 29 | $1,133,237 | $105,261 | $3,630iApproximate average salary by contribution assumption: employee only about $90,742 at 4% or $60,495 at 6%; with 50% employer match about $60,495 at 4% or $40,330 at 6%; with 100% employer match about $45,371 at 4% or $30,247 at 6%. |
| 2001 | 2 | 28 | $58,687 | $0 | - |
| Graham Associates Inc. Profit Sharing Plan | - | 5 | $58,687 | - | - |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 28 | - | - | - |
| 2000 | 2 | 94 | $5,592,059 | $88,705 | $944iApproximate average salary by contribution assumption: employee only about $23,592 at 4% or $15,728 at 6%; with 50% employer match about $15,728 at 4% or $10,485 at 6%; with 100% employer match about $11,796 at 4% or $7,864 at 6%. |
| Graham Associates Inc. Profit Sharing Plan | - | 94 | $4,551,928 | - | - |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 28 | $1,040,131 | $88,705 | $3,168iApproximate average salary by contribution assumption: employee only about $79,201 at 4% or $52,801 at 6%; with 50% employer match about $52,801 at 4% or $35,200 at 6%; with 100% employer match about $39,600 at 4% or $26,400 at 6%. |
| 1999 | 2 | 23 | $5,316,895 | $68,130 | $2,962iApproximate average salary by contribution assumption: employee only about $74,054 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%. |
| Graham Associates Inc. Profit Sharing Plan | - | 0 | $4,333,772 | - | - |
| Kasper/Graham Associates DBA Graham Associates Inc 401(K) Plan | - | 23 | $983,123 | $68,130 | $2,962iApproximate average salary by contribution assumption: employee only about $74,054 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%. |