Graystone Partners Wealth Management LLC
Plan context: Graystone Partners Wealth Management LLC 401(K) Plan
EIN 84-3400053 • Tempe, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$764,604
2025 Contributions
$100,100
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 | 7 | $764,604 | $100,100 | $14,300iApproximate average salary by contribution assumption: employee only about $357,500 at 4% or $238,333 at 6%; with 50% employer match about $238,333 at 4% or $158,889 at 6%; with 100% employer match about $178,750 at 4% or $119,167 at 6%. |
| Graystone Partners Wealth Management LLC 401(K) Plan | - | 7 | $764,604 | $100,100 | $14,300iApproximate average salary by contribution assumption: employee only about $357,500 at 4% or $238,333 at 6%; with 50% employer match about $238,333 at 4% or $158,889 at 6%; with 100% employer match about $178,750 at 4% or $119,167 at 6%. |
| 2024 | 1 | 7 | $568,634 | $101,764 | $14,538iApproximate average salary by contribution assumption: employee only about $363,443 at 4% or $242,295 at 6%; with 50% employer match about $242,295 at 4% or $161,530 at 6%; with 100% employer match about $181,721 at 4% or $121,148 at 6%. |
| Graystone Partners Wealth Management LLC 401(K) Plan | - | 7 | $568,634 | $101,764 | $14,538iApproximate average salary by contribution assumption: employee only about $363,443 at 4% or $242,295 at 6%; with 50% employer match about $242,295 at 4% or $161,530 at 6%; with 100% employer match about $181,721 at 4% or $121,148 at 6%. |
| 2023 | 1 | 6 | $590,094 | $104,138 | $17,356iApproximate average salary by contribution assumption: employee only about $433,908 at 4% or $289,272 at 6%; with 50% employer match about $289,272 at 4% or $192,848 at 6%; with 100% employer match about $216,954 at 4% or $144,636 at 6%. |
| Graystone Partners Wealth Management LLC 401(K) Plan | - | 6 | $590,094 | $104,138 | $17,356iApproximate average salary by contribution assumption: employee only about $433,908 at 4% or $289,272 at 6%; with 50% employer match about $289,272 at 4% or $192,848 at 6%; with 100% employer match about $216,954 at 4% or $144,636 at 6%. |
| 2022 | 1 | 6 | $395,467 | $91,891 | $15,315iApproximate average salary by contribution assumption: employee only about $382,879 at 4% or $255,253 at 6%; with 50% employer match about $255,253 at 4% or $170,169 at 6%; with 100% employer match about $191,440 at 4% or $127,626 at 6%. |
| Graystone Partners Wealth Management LLC 401(K) Plan | - | 6 | $395,467 | $91,891 | $15,315iApproximate average salary by contribution assumption: employee only about $382,879 at 4% or $255,253 at 6%; with 50% employer match about $255,253 at 4% or $170,169 at 6%; with 100% employer match about $191,440 at 4% or $127,626 at 6%. |