Graham & Associates Inc.
Plan context: Graham & Associates Inc. 401K Savings Plan
EIN 94-3267783 • Carmel, CA • 23 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
6
2018 Assets
$139,160
2018 Contributions
$272
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 | $272 | - |
| Graham & Associates Inc. 401K Savings Plan | - | 0 | $0 | $272 | - |
| 2017 | 1 | 6 | $139,160 | $20,378 | $3,396iApproximate average salary by contribution assumption: employee only about $84,908 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,303 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 6 | $139,160 | $20,378 | $3,396iApproximate average salary by contribution assumption: employee only about $84,908 at 4% or $56,606 at 6%; with 50% employer match about $56,606 at 4% or $37,737 at 6%; with 100% employer match about $42,454 at 4% or $28,303 at 6%. |
| 2016 | 1 | 6 | $111,178 | $24,017 | $4,003iApproximate average salary by contribution assumption: employee only about $100,071 at 4% or $66,714 at 6%; with 50% employer match about $66,714 at 4% or $44,476 at 6%; with 100% employer match about $50,035 at 4% or $33,357 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 6 | $111,178 | $24,017 | $4,003iApproximate average salary by contribution assumption: employee only about $100,071 at 4% or $66,714 at 6%; with 50% employer match about $66,714 at 4% or $44,476 at 6%; with 100% employer match about $50,035 at 4% or $33,357 at 6%. |
| 2015 | 1 | 7 | $262,159 | $42,921 | $6,132iApproximate average salary by contribution assumption: employee only about $153,289 at 4% or $102,193 at 6%; with 50% employer match about $102,193 at 4% or $68,129 at 6%; with 100% employer match about $76,645 at 4% or $51,096 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 7 | $262,159 | $42,921 | $6,132iApproximate average salary by contribution assumption: employee only about $153,289 at 4% or $102,193 at 6%; with 50% employer match about $102,193 at 4% or $68,129 at 6%; with 100% employer match about $76,645 at 4% or $51,096 at 6%. |
| 2014 | 1 | 5 | $729 | $313,302 | $62,660iApproximate average salary by contribution assumption: employee only about $1,566,510 at 4% or $1,044,340 at 6%; with 50% employer match about $1,044,340 at 4% or $696,227 at 6%; with 100% employer match about $783,255 at 4% or $522,170 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 5 | $729 | $313,302 | $62,660iApproximate average salary by contribution assumption: employee only about $1,566,510 at 4% or $1,044,340 at 6%; with 50% employer match about $1,044,340 at 4% or $696,227 at 6%; with 100% employer match about $783,255 at 4% or $522,170 at 6%. |
| 2013 | 1 | 8 | $312,573 | $17,826 | $2,228iApproximate average salary by contribution assumption: employee only about $55,706 at 4% or $37,138 at 6%; with 50% employer match about $37,138 at 4% or $24,758 at 6%; with 100% employer match about $27,853 at 4% or $18,569 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 8 | $312,573 | $17,826 | $2,228iApproximate average salary by contribution assumption: employee only about $55,706 at 4% or $37,138 at 6%; with 50% employer match about $37,138 at 4% or $24,758 at 6%; with 100% employer match about $27,853 at 4% or $18,569 at 6%. |
| 2012 | 1 | 8 | $259,667 | $29,906 | $3,738iApproximate average salary by contribution assumption: employee only about $93,456 at 4% or $62,304 at 6%; with 50% employer match about $62,304 at 4% or $41,536 at 6%; with 100% employer match about $46,728 at 4% or $31,152 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 8 | $259,667 | $29,906 | $3,738iApproximate average salary by contribution assumption: employee only about $93,456 at 4% or $62,304 at 6%; with 50% employer match about $62,304 at 4% or $41,536 at 6%; with 100% employer match about $46,728 at 4% or $31,152 at 6%. |
| 2011 | 1 | 11 | $270,659 | $19,814 | $1,801iApproximate average salary by contribution assumption: employee only about $45,032 at 4% or $30,021 at 6%; with 50% employer match about $30,021 at 4% or $20,014 at 6%; with 100% employer match about $22,516 at 4% or $15,011 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 11 | $270,659 | $19,814 | $1,801iApproximate average salary by contribution assumption: employee only about $45,032 at 4% or $30,021 at 6%; with 50% employer match about $30,021 at 4% or $20,014 at 6%; with 100% employer match about $22,516 at 4% or $15,011 at 6%. |
| 2010 | 1 | 10 | $260,166 | $13,814 | $1,381iApproximate average salary by contribution assumption: employee only about $34,535 at 4% or $23,023 at 6%; with 50% employer match about $23,023 at 4% or $15,349 at 6%; with 100% employer match about $17,268 at 4% or $11,512 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 10 | $260,166 | $13,814 | $1,381iApproximate average salary by contribution assumption: employee only about $34,535 at 4% or $23,023 at 6%; with 50% employer match about $23,023 at 4% or $15,349 at 6%; with 100% employer match about $17,268 at 4% or $11,512 at 6%. |
| 2009 | 1 | 9 | $232,822 | $10,030 | $1,114iApproximate average salary by contribution assumption: employee only about $27,861 at 4% or $18,574 at 6%; with 50% employer match about $18,574 at 4% or $12,383 at 6%; with 100% employer match about $13,931 at 4% or $9,287 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 9 | $232,822 | $10,030 | $1,114iApproximate average salary by contribution assumption: employee only about $27,861 at 4% or $18,574 at 6%; with 50% employer match about $18,574 at 4% or $12,383 at 6%; with 100% employer match about $13,931 at 4% or $9,287 at 6%. |
| 2008 | 1 | 6 | $209,089 | $20,754 | $3,459iApproximate average salary by contribution assumption: employee only about $86,475 at 4% or $57,650 at 6%; with 50% employer match about $57,650 at 4% or $38,433 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 6 | $209,089 | $20,754 | $3,459iApproximate average salary by contribution assumption: employee only about $86,475 at 4% or $57,650 at 6%; with 50% employer match about $57,650 at 4% or $38,433 at 6%; with 100% employer match about $43,238 at 4% or $28,825 at 6%. |
| 2007 | 1 | 5 | $271,965 | $44,750 | $8,950iApproximate average salary by contribution assumption: employee only about $223,750 at 4% or $149,167 at 6%; with 50% employer match about $149,167 at 4% or $99,444 at 6%; with 100% employer match about $111,875 at 4% or $74,583 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 5 | $271,965 | $44,750 | $8,950iApproximate average salary by contribution assumption: employee only about $223,750 at 4% or $149,167 at 6%; with 50% employer match about $149,167 at 4% or $99,444 at 6%; with 100% employer match about $111,875 at 4% or $74,583 at 6%. |
| 2006 | 1 | 4 | $170,604 | $29,120 | $7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 4 | $170,604 | $29,120 | $7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%. |
| 2005 | 1 | 3 | $134,028 | $3,891 | $1,297iApproximate average salary by contribution assumption: employee only about $32,425 at 4% or $21,617 at 6%; with 50% employer match about $21,617 at 4% or $14,411 at 6%; with 100% employer match about $16,213 at 4% or $10,808 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 3 | $134,028 | $3,891 | $1,297iApproximate average salary by contribution assumption: employee only about $32,425 at 4% or $21,617 at 6%; with 50% employer match about $21,617 at 4% or $14,411 at 6%; with 100% employer match about $16,213 at 4% or $10,808 at 6%. |
| 2004 | 1 | 3 | $130,295 | $4,013 | $1,338iApproximate average salary by contribution assumption: employee only about $33,442 at 4% or $22,294 at 6%; with 50% employer match about $22,294 at 4% or $14,863 at 6%; with 100% employer match about $16,721 at 4% or $11,147 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 3 | $130,295 | $4,013 | $1,338iApproximate average salary by contribution assumption: employee only about $33,442 at 4% or $22,294 at 6%; with 50% employer match about $22,294 at 4% or $14,863 at 6%; with 100% employer match about $16,721 at 4% or $11,147 at 6%. |
| 2003 | 1 | 5 | $168,580 | $5,522 | $1,104iApproximate average salary by contribution assumption: employee only about $27,610 at 4% or $18,407 at 6%; with 50% employer match about $18,407 at 4% or $12,271 at 6%; with 100% employer match about $13,805 at 4% or $9,203 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 5 | $168,580 | $5,522 | $1,104iApproximate average salary by contribution assumption: employee only about $27,610 at 4% or $18,407 at 6%; with 50% employer match about $18,407 at 4% or $12,271 at 6%; with 100% employer match about $13,805 at 4% or $9,203 at 6%. |
| 2002 | 2 | 3 | $115,595 | $35,537 | $11,846iApproximate average salary by contribution assumption: employee only about $296,142 at 4% or $197,428 at 6%; with 50% employer match about $197,428 at 4% or $131,619 at 6%; with 100% employer match about $148,071 at 4% or $98,714 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 3 | $115,595 | $15,159 | $5,053iApproximate average salary by contribution assumption: employee only about $126,325 at 4% or $84,217 at 6%; with 50% employer match about $84,217 at 4% or $56,144 at 6%; with 100% employer match about $63,163 at 4% or $42,108 at 6%. |
| GRAHAM & ASSOCIATES, INC. MANAGEMENT INCENTIVE PLAN | - | 0 | - | $20,378 | - |
| 2001 | 2 | 7 | $139,967 | $64,517 | $9,217iApproximate average salary by contribution assumption: employee only about $230,418 at 4% or $153,612 at 6%; with 50% employer match about $153,612 at 4% or $102,408 at 6%; with 100% employer match about $115,209 at 4% or $76,806 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 7 | $139,967 | $64,517 | $9,217iApproximate average salary by contribution assumption: employee only about $230,418 at 4% or $153,612 at 6%; with 50% employer match about $153,612 at 4% or $102,408 at 6%; with 100% employer match about $115,209 at 4% or $76,806 at 6%. |
| GRAHAM & ASSOCIATES, INC. MANAGEMENT INCENTIVE PLAN | - | 4 | - | - | - |
| 2000 | 2 | 9 | $0 | $0 | - |
| GRAHAM & ASSOCIATES, INC. MANAGEMENT INCENTIVE PLAN | - | 2 | - | - | - |
| Graham & Associates Inc. 401K Savings Plan | - | 9 | - | - | - |
| 1999 | 1 | 4 | $51,735 | $46,523 | $11,631iApproximate average salary by contribution assumption: employee only about $290,769 at 4% or $193,846 at 6%; with 50% employer match about $193,846 at 4% or $129,231 at 6%; with 100% employer match about $145,384 at 4% or $96,923 at 6%. |
| Graham & Associates Inc. 401K Savings Plan | - | 4 | $51,735 | $46,523 | $11,631iApproximate average salary by contribution assumption: employee only about $290,769 at 4% or $193,846 at 6%; with 50% employer match about $193,846 at 4% or $129,231 at 6%; with 100% employer match about $145,384 at 4% or $96,923 at 6%. |