ALL GRAHAM INSURANCE SOLUTIONS N
Plan context: ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST
EIN 81-3675325 • Charlotte, NC • 7 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$50,340
2025 Contributions
$1,025
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 | 3 | $50,340 | $1,025 | $342iApproximate average salary by contribution assumption: employee only about $8,542 at 4% or $5,694 at 6%; with 50% employer match about $5,694 at 4% or $3,796 at 6%; with 100% employer match about $4,271 at 4% or $2,847 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $50,340 | $1,025 | $342iApproximate average salary by contribution assumption: employee only about $8,542 at 4% or $5,694 at 6%; with 50% employer match about $5,694 at 4% or $3,796 at 6%; with 100% employer match about $4,271 at 4% or $2,847 at 6%. |
| 2024 | 1 | 3 | $41,588 | $897 | $299iApproximate average salary by contribution assumption: employee only about $7,475 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,738 at 4% or $2,492 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $41,588 | $897 | $299iApproximate average salary by contribution assumption: employee only about $7,475 at 4% or $4,983 at 6%; with 50% employer match about $4,983 at 4% or $3,322 at 6%; with 100% employer match about $3,738 at 4% or $2,492 at 6%. |
| 2023 | 1 | 3 | $35,095 | $5,719 | $1,906iApproximate average salary by contribution assumption: employee only about $47,658 at 4% or $31,772 at 6%; with 50% employer match about $31,772 at 4% or $21,181 at 6%; with 100% employer match about $23,829 at 4% or $15,886 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | - | 3 | $35,095 | $5,719 | $1,906iApproximate average salary by contribution assumption: employee only about $47,658 at 4% or $31,772 at 6%; with 50% employer match about $31,772 at 4% or $21,181 at 6%; with 100% employer match about $23,829 at 4% or $15,886 at 6%. |
| 2022 | 1 | 5 | $24,771 | $9,161 | $1,832iApproximate average salary by contribution assumption: employee only about $45,805 at 4% or $30,537 at 6%; with 50% employer match about $30,537 at 4% or $20,358 at 6%; with 100% employer match about $22,903 at 4% or $15,268 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $24,771 | $9,161 | $1,832iApproximate average salary by contribution assumption: employee only about $45,805 at 4% or $30,537 at 6%; with 50% employer match about $30,537 at 4% or $20,358 at 6%; with 100% employer match about $22,903 at 4% or $15,268 at 6%. |
| 2021 | 1 | 4 | $19,690 | $8,542 | $2,136iApproximate average salary by contribution assumption: employee only about $53,388 at 4% or $35,592 at 6%; with 50% employer match about $35,592 at 4% or $23,728 at 6%; with 100% employer match about $26,694 at 4% or $17,796 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $19,690 | $8,542 | $2,136iApproximate average salary by contribution assumption: employee only about $53,388 at 4% or $35,592 at 6%; with 50% employer match about $35,592 at 4% or $23,728 at 6%; with 100% employer match about $26,694 at 4% or $17,796 at 6%. |
| 2020 | 1 | 4 | $9,172 | $6,248 | $1,562iApproximate average salary by contribution assumption: employee only about $39,050 at 4% or $26,033 at 6%; with 50% employer match about $26,033 at 4% or $17,356 at 6%; with 100% employer match about $19,525 at 4% or $13,017 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $9,172 | $6,248 | $1,562iApproximate average salary by contribution assumption: employee only about $39,050 at 4% or $26,033 at 6%; with 50% employer match about $26,033 at 4% or $17,356 at 6%; with 100% employer match about $19,525 at 4% or $13,017 at 6%. |
| 2019 | 1 | 3 | $1,612 | $1,549 | $516iApproximate average salary by contribution assumption: employee only about $12,908 at 4% or $8,606 at 6%; with 50% employer match about $8,606 at 4% or $5,737 at 6%; with 100% employer match about $6,454 at 4% or $4,303 at 6%. |
| ALL GRAHAM INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $1,612 | $1,549 | $516iApproximate average salary by contribution assumption: employee only about $12,908 at 4% or $8,606 at 6%; with 50% employer match about $8,606 at 4% or $5,737 at 6%; with 100% employer match about $6,454 at 4% or $4,303 at 6%. |