Patrick J. F. Gratton Inc.
Plan context: Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust
EIN 75-1525659 • Dallas, TX • 20 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$1,622,426
2018 Contributions
$105,022
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 0 | $0 | $0 | - |
| 2017 | 1 | 2 | $1,622,426 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,622,426 | $0 | - |
| 2016 | 1 | 2 | $1,638,327 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,638,327 | $0 | - |
| 2015 | 1 | 2 | $1,391,603 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,391,603 | $0 | - |
| 2014 | 1 | 2 | $1,626,597 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,626,597 | $0 | - |
| 2013 | 1 | 2 | $1,580,089 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,580,089 | $0 | - |
| 2012 | 1 | 2 | $1,426,435 | $105,022 | $52,511iApproximate average salary by contribution assumption: employee only about $1,312,775 at 4% or $875,183 at 6%; with 50% employer match about $875,183 at 4% or $583,456 at 6%; with 100% employer match about $656,388 at 4% or $437,592 at 6%. |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,426,435 | $105,022 | $52,511iApproximate average salary by contribution assumption: employee only about $1,312,775 at 4% or $875,183 at 6%; with 50% employer match about $875,183 at 4% or $583,456 at 6%; with 100% employer match about $656,388 at 4% or $437,592 at 6%. |
| 2011 | 1 | 2 | $1,391,678 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,391,678 | $0 | - |
| 2010 | 1 | 2 | $1,400,532 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,400,532 | $0 | - |
| 2009 | 1 | 2 | $1,290,818 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,290,818 | $0 | - |
| 2008 | 1 | 2 | $974,965 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $974,965 | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $1,899,681 | $10,930 | $5,465iApproximate average salary by contribution assumption: employee only about $136,625 at 4% or $91,083 at 6%; with 50% employer match about $91,083 at 4% or $60,722 at 6%; with 100% employer match about $68,313 at 4% or $45,542 at 6%. |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 2 | $1,899,681 | $10,930 | $5,465iApproximate average salary by contribution assumption: employee only about $136,625 at 4% or $91,083 at 6%; with 50% employer match about $91,083 at 4% or $60,722 at 6%; with 100% employer match about $68,313 at 4% or $45,542 at 6%. |
| 2005 | 1 | 3 | $1,632,766 | $2,154 | $718iApproximate average salary by contribution assumption: employee only about $17,950 at 4% or $11,967 at 6%; with 50% employer match about $11,967 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%. |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | $1,632,766 | $2,154 | $718iApproximate average salary by contribution assumption: employee only about $17,950 at 4% or $11,967 at 6%; with 50% employer match about $11,967 at 4% or $7,978 at 6%; with 100% employer match about $8,975 at 4% or $5,983 at 6%. |
| 2004 | 1 | 3 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | - | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | - | - | - |
| 1999 | 1 | 3 | $1,759,998 | $12,853 | $4,284iApproximate average salary by contribution assumption: employee only about $107,108 at 4% or $71,406 at 6%; with 50% employer match about $71,406 at 4% or $47,604 at 6%; with 100% employer match about $53,554 at 4% or $35,703 at 6%. |
| Patrick J. F. Gratton Inc. Money Purchase Pension Plan & Trust | - | 3 | $1,759,998 | $12,853 | $4,284iApproximate average salary by contribution assumption: employee only about $107,108 at 4% or $71,406 at 6%; with 50% employer match about $71,406 at 4% or $47,604 at 6%; with 100% employer match about $53,554 at 4% or $35,703 at 6%. |