Civic Intelligence

John J. Grey

Plan context: John J. Grey Retirement Plan

EIN 94-6427193 • San Rafael, CA • 28 filings • 3 plans

999 Fifth Avenue, Suite 350San Rafael, CA 94901
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,372,525

2025 Contributions

$46,938

Historical Graphs

Total Assets Over Time

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

$2,372,525$1,186,263$0200020132025YearValue
$2,372,525Latest year 2025

Participants Over Time

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

320200020132025YearValue
2Latest year 2025

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
202512$2,372,525$46,938$23,469iApproximate average salary by contribution assumption: employee only about $586,725 at 4% or $391,150 at 6%; with 50% employer match about $391,150 at 4% or $260,767 at 6%; with 100% employer match about $293,363 at 4% or $195,575 at 6%.
John J. Grey Retirement Plan-2$2,372,525$46,938$23,469iApproximate average salary by contribution assumption: employee only about $586,725 at 4% or $391,150 at 6%; with 50% employer match about $391,150 at 4% or $260,767 at 6%; with 100% employer match about $293,363 at 4% or $195,575 at 6%.
202412$2,108,214$47,349$23,675iApproximate average salary by contribution assumption: employee only about $591,863 at 4% or $394,575 at 6%; with 50% employer match about $394,575 at 4% or $263,050 at 6%; with 100% employer match about $295,931 at 4% or $197,288 at 6%.
John J. Grey Retirement Plan-2$2,108,214$47,349$23,675iApproximate average salary by contribution assumption: employee only about $591,863 at 4% or $394,575 at 6%; with 50% employer match about $394,575 at 4% or $263,050 at 6%; with 100% employer match about $295,931 at 4% or $197,288 at 6%.
202312$1,916,877$65,281$32,641iApproximate average salary by contribution assumption: employee only about $816,013 at 4% or $544,008 at 6%; with 50% employer match about $544,008 at 4% or $362,672 at 6%; with 100% employer match about $408,006 at 4% or $272,004 at 6%.
John J. Grey Retirement Plan-2$1,916,877$65,281$32,641iApproximate average salary by contribution assumption: employee only about $816,013 at 4% or $544,008 at 6%; with 50% employer match about $544,008 at 4% or $362,672 at 6%; with 100% employer match about $408,006 at 4% or $272,004 at 6%.
202211$1,748,885$74,023$74,023iApproximate average salary by contribution assumption: employee only about $1,850,575 at 4% or $1,233,717 at 6%; with 50% employer match about $1,233,717 at 4% or $822,478 at 6%; with 100% employer match about $925,288 at 4% or $616,858 at 6%.
John J. Grey Retirement Plan-1$1,748,885$74,023$74,023iApproximate average salary by contribution assumption: employee only about $1,850,575 at 4% or $1,233,717 at 6%; with 50% employer match about $1,233,717 at 4% or $822,478 at 6%; with 100% employer match about $925,288 at 4% or $616,858 at 6%.
202011$1,940,267$52,232$52,232iApproximate average salary by contribution assumption: employee only about $1,305,800 at 4% or $870,533 at 6%; with 50% employer match about $870,533 at 4% or $580,356 at 6%; with 100% employer match about $652,900 at 4% or $435,267 at 6%.
John J. Grey Retirement Plan-1$1,940,267$52,232$52,232iApproximate average salary by contribution assumption: employee only about $1,305,800 at 4% or $870,533 at 6%; with 50% employer match about $870,533 at 4% or $580,356 at 6%; with 100% employer match about $652,900 at 4% or $435,267 at 6%.
201911$1,930,266$60,415$60,415iApproximate average salary by contribution assumption: employee only about $1,510,375 at 4% or $1,006,917 at 6%; with 50% employer match about $1,006,917 at 4% or $671,278 at 6%; with 100% employer match about $755,188 at 4% or $503,458 at 6%.
John J. Grey Retirement Plan-1$1,930,266$60,415$60,415iApproximate average salary by contribution assumption: employee only about $1,510,375 at 4% or $1,006,917 at 6%; with 50% employer match about $1,006,917 at 4% or $671,278 at 6%; with 100% employer match about $755,188 at 4% or $503,458 at 6%.
201812$2,186,855$72,019$36,010iApproximate average salary by contribution assumption: employee only about $900,238 at 4% or $600,158 at 6%; with 50% employer match about $600,158 at 4% or $400,106 at 6%; with 100% employer match about $450,119 at 4% or $300,079 at 6%.
John J. Grey Retirement Plan-2$2,186,855$72,019$36,010iApproximate average salary by contribution assumption: employee only about $900,238 at 4% or $600,158 at 6%; with 50% employer match about $600,158 at 4% or $400,106 at 6%; with 100% employer match about $450,119 at 4% or $300,079 at 6%.
201712$2,296,080$83,035$41,518iApproximate average salary by contribution assumption: employee only about $1,037,938 at 4% or $691,958 at 6%; with 50% employer match about $691,958 at 4% or $461,306 at 6%; with 100% employer match about $518,969 at 4% or $345,979 at 6%.
John J. Grey Retirement Plan-2$2,296,080$83,035$41,518iApproximate average salary by contribution assumption: employee only about $1,037,938 at 4% or $691,958 at 6%; with 50% employer match about $691,958 at 4% or $461,306 at 6%; with 100% employer match about $518,969 at 4% or $345,979 at 6%.
201612$2,109,640$83,035$41,518iApproximate average salary by contribution assumption: employee only about $1,037,938 at 4% or $691,958 at 6%; with 50% employer match about $691,958 at 4% or $461,306 at 6%; with 100% employer match about $518,969 at 4% or $345,979 at 6%.
John J. Grey Retirement Plan-2$2,109,640$83,035$41,518iApproximate average salary by contribution assumption: employee only about $1,037,938 at 4% or $691,958 at 6%; with 50% employer match about $691,958 at 4% or $461,306 at 6%; with 100% employer match about $518,969 at 4% or $345,979 at 6%.
201512$1,985,922$84,536$42,268iApproximate average salary by contribution assumption: employee only about $1,056,700 at 4% or $704,467 at 6%; with 50% employer match about $704,467 at 4% or $469,644 at 6%; with 100% employer match about $528,350 at 4% or $352,233 at 6%.
John J. Grey Retirement Plan-2$1,985,922$84,536$42,268iApproximate average salary by contribution assumption: employee only about $1,056,700 at 4% or $704,467 at 6%; with 50% employer match about $704,467 at 4% or $469,644 at 6%; with 100% employer match about $528,350 at 4% or $352,233 at 6%.
201413$2,002,297$85,793$28,598iApproximate average salary by contribution assumption: employee only about $714,942 at 4% or $476,628 at 6%; with 50% employer match about $476,628 at 4% or $317,752 at 6%; with 100% employer match about $357,471 at 4% or $238,314 at 6%.
John J. Grey Retirement Plan-3$2,002,297$85,793$28,598iApproximate average salary by contribution assumption: employee only about $714,942 at 4% or $476,628 at 6%; with 50% employer match about $476,628 at 4% or $317,752 at 6%; with 100% employer match about $357,471 at 4% or $238,314 at 6%.
201313$1,809,547$82,895$27,632iApproximate average salary by contribution assumption: employee only about $690,792 at 4% or $460,528 at 6%; with 50% employer match about $460,528 at 4% or $307,019 at 6%; with 100% employer match about $345,396 at 4% or $230,264 at 6%.
John J. Grey Retirement Plan-3$1,809,547$82,895$27,632iApproximate average salary by contribution assumption: employee only about $690,792 at 4% or $460,528 at 6%; with 50% employer match about $460,528 at 4% or $307,019 at 6%; with 100% employer match about $345,396 at 4% or $230,264 at 6%.
201212$1,594,983$72,645$36,323iApproximate average salary by contribution assumption: employee only about $908,063 at 4% or $605,375 at 6%; with 50% employer match about $605,375 at 4% or $403,583 at 6%; with 100% employer match about $454,031 at 4% or $302,688 at 6%.
John J. Grey Retirement Plan-2$1,594,983$72,645$36,323iApproximate average salary by contribution assumption: employee only about $908,063 at 4% or $605,375 at 6%; with 50% employer match about $605,375 at 4% or $403,583 at 6%; with 100% employer match about $454,031 at 4% or $302,688 at 6%.
201112$1,399,035$74,150$37,075iApproximate average salary by contribution assumption: employee only about $926,875 at 4% or $617,917 at 6%; with 50% employer match about $617,917 at 4% or $411,944 at 6%; with 100% employer match about $463,438 at 4% or $308,958 at 6%.
John J. Grey Retirement Plan-2$1,399,035$74,150$37,075iApproximate average salary by contribution assumption: employee only about $926,875 at 4% or $617,917 at 6%; with 50% employer match about $617,917 at 4% or $411,944 at 6%; with 100% employer match about $463,438 at 4% or $308,958 at 6%.
201013$1,339,145$76,215$25,405iApproximate average salary by contribution assumption: employee only about $635,125 at 4% or $423,417 at 6%; with 50% employer match about $423,417 at 4% or $282,278 at 6%; with 100% employer match about $317,563 at 4% or $211,708 at 6%.
John J. Grey Retirement Plan-3$1,339,145$76,215$25,405iApproximate average salary by contribution assumption: employee only about $635,125 at 4% or $423,417 at 6%; with 50% employer match about $423,417 at 4% or $282,278 at 6%; with 100% employer match about $317,563 at 4% or $211,708 at 6%.
200912$1,160,404$73,800$36,900iApproximate average salary by contribution assumption: employee only about $922,500 at 4% or $615,000 at 6%; with 50% employer match about $615,000 at 4% or $410,000 at 6%; with 100% employer match about $461,250 at 4% or $307,500 at 6%.
John J. Grey Retirement Plan-2$1,160,404$73,800$36,900iApproximate average salary by contribution assumption: employee only about $922,500 at 4% or $615,000 at 6%; with 50% employer match about $615,000 at 4% or $410,000 at 6%; with 100% employer match about $461,250 at 4% or $307,500 at 6%.
200812$926,817$70,400$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
John J. Grey Retirement Plan-2$926,817$70,400$35,200iApproximate average salary by contribution assumption: employee only about $880,000 at 4% or $586,667 at 6%; with 50% employer match about $586,667 at 4% or $391,111 at 6%; with 100% employer match about $440,000 at 4% or $293,333 at 6%.
200712$1,025,169$64,899$32,450iApproximate average salary by contribution assumption: employee only about $811,238 at 4% or $540,825 at 6%; with 50% employer match about $540,825 at 4% or $360,550 at 6%; with 100% employer match about $405,619 at 4% or $270,413 at 6%.
John J. Grey Retirement Plan-2$1,025,169$64,899$32,450iApproximate average salary by contribution assumption: employee only about $811,238 at 4% or $540,825 at 6%; with 50% employer match about $540,825 at 4% or $360,550 at 6%; with 100% employer match about $405,619 at 4% or $270,413 at 6%.
200612$970,040$688,479$344,240iApproximate average salary by contribution assumption: employee only about $8,605,988 at 4% or $5,737,325 at 6%; with 50% employer match about $5,737,325 at 4% or $3,824,883 at 6%; with 100% employer match about $4,302,994 at 4% or $2,868,663 at 6%.
John J. Grey Retirement Plan-2$970,040$688,479$344,240iApproximate average salary by contribution assumption: employee only about $8,605,988 at 4% or $5,737,325 at 6%; with 50% employer match about $5,737,325 at 4% or $3,824,883 at 6%; with 100% employer match about $4,302,994 at 4% or $2,868,663 at 6%.
200513$184,728$184,726$61,575iApproximate average salary by contribution assumption: employee only about $1,539,383 at 4% or $1,026,256 at 6%; with 50% employer match about $1,026,256 at 4% or $684,170 at 6%; with 100% employer match about $769,692 at 4% or $513,128 at 6%.
John J. Grey Retirement Plan-3$184,728$184,726$61,575iApproximate average salary by contribution assumption: employee only about $1,539,383 at 4% or $1,026,256 at 6%; with 50% employer match about $1,026,256 at 4% or $684,170 at 6%; with 100% employer match about $769,692 at 4% or $513,128 at 6%.
200320$0$0-
John J. Grey Money Purchase Plan-0---
John J. Grey Profit Sharing Plan-0---
200223$385,949$64,802$21,601iApproximate average salary by contribution assumption: employee only about $540,017 at 4% or $360,011 at 6%; with 50% employer match about $360,011 at 4% or $240,007 at 6%; with 100% employer match about $270,008 at 4% or $180,006 at 6%.
John J. Grey Money Purchase Plan-3$248,090$32,401$10,800iApproximate average salary by contribution assumption: employee only about $270,008 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,004 at 4% or $90,003 at 6%.
John J. Grey Profit Sharing Plan-3$137,859$32,401$10,800iApproximate average salary by contribution assumption: employee only about $270,008 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,004 at 4% or $90,003 at 6%.
200123$399,709$47,571$15,857iApproximate average salary by contribution assumption: employee only about $396,425 at 4% or $264,283 at 6%; with 50% employer match about $264,283 at 4% or $176,189 at 6%; with 100% employer match about $198,213 at 4% or $132,142 at 6%.
John J. Grey Money Purchase Plan-3$252,610$22,957$7,652iApproximate average salary by contribution assumption: employee only about $191,308 at 4% or $127,539 at 6%; with 50% employer match about $127,539 at 4% or $85,026 at 6%; with 100% employer match about $95,654 at 4% or $63,769 at 6%.
John J. Grey Profit Sharing Plan-3$147,099$24,614$8,205iApproximate average salary by contribution assumption: employee only about $205,117 at 4% or $136,744 at 6%; with 50% employer match about $136,744 at 4% or $91,163 at 6%; with 100% employer match about $102,558 at 4% or $68,372 at 6%.
200023$327,028$47,692$15,897iApproximate average salary by contribution assumption: employee only about $397,433 at 4% or $264,956 at 6%; with 50% employer match about $264,956 at 4% or $176,637 at 6%; with 100% employer match about $198,717 at 4% or $132,478 at 6%.
John J. Grey Money Purchase Plan-3$209,223$22,132$7,377iApproximate average salary by contribution assumption: employee only about $184,433 at 4% or $122,956 at 6%; with 50% employer match about $122,956 at 4% or $81,970 at 6%; with 100% employer match about $92,217 at 4% or $61,478 at 6%.
John J. Grey Profit Sharing Plan-3$117,805$25,560$8,520iApproximate average salary by contribution assumption: employee only about $213,000 at 4% or $142,000 at 6%; with 50% employer match about $142,000 at 4% or $94,667 at 6%; with 100% employer match about $106,500 at 4% or $71,000 at 6%.