Civic Intelligence

Rob Graham Enterprises LLC

Plan context: ROB GRAHAM CASH BALANCE PENSION PLAN

EIN 84-4646932 • Saint Petersburg, FL • 3 filings • 3 plans

5408 Pali WaySaint Petersburg, FL 33706
Current Snapshot

Latest Year

2024

2024 Participants

149

2024 Assets

$550,531

2024 Contributions

$11,950

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$550,531$275,266$02024YearValue
$550,531Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1497502024YearValue
149Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20243149$550,531$11,950$80iApproximate average salary by contribution assumption: employee only about $2,005 at 4% or $1,337 at 6%; with 50% employer match about $1,337 at 4% or $891 at 6%; with 100% employer match about $1,003 at 4% or $668 at 6%.
ROB GRAHAM CASH BALANCE PENSION PLAN-29$538,577$0-
ROB GRAHAM RETIREMENT PLAN-10$11,954$11,950$1,195iApproximate average salary by contribution assumption: employee only about $29,875 at 4% or $19,917 at 6%; with 50% employer match about $19,917 at 4% or $13,278 at 6%; with 100% employer match about $14,938 at 4% or $9,958 at 6%.
Rob Graham Enterprises LLC Health and Welfare Benefit Plan-149---