Civic Intelligence

Grattan Financial Strategies Inc

Plan context: Grattan Financial Strategies Inc Profit Sharing Plan

EIN 95-4223521 • San Gabriel, CA • 22 filings • 7 plans

8814 E. Huntington Dr.San Gabriel, CA 91775
Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$87,632

2009 Contributions

$87,632

Historical Graphs

Total Assets Over Time

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

$1,729,557$864,779$0199920042009YearValue
$87,632Latest year 2009

Participants Over Time

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

630199920042009YearValue
3Latest year 2009

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
200923$87,632$87,632$29,211iApproximate average salary by contribution assumption: employee only about $730,267 at 4% or $486,844 at 6%; with 50% employer match about $486,844 at 4% or $324,563 at 6%; with 100% employer match about $365,133 at 4% or $243,422 at 6%.
Grattan Financial Strategies Inc Profit Sharing Plan-3$87,632$87,632$29,211iApproximate average salary by contribution assumption: employee only about $730,267 at 4% or $486,844 at 6%; with 50% employer match about $486,844 at 4% or $324,563 at 6%; with 100% employer match about $365,133 at 4% or $243,422 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-0$0$0-
200825$321,177$46,129$9,226iApproximate average salary by contribution assumption: employee only about $230,645 at 4% or $153,763 at 6%; with 50% employer match about $153,763 at 4% or $102,509 at 6%; with 100% employer match about $115,322 at 4% or $76,882 at 6%.
Grattan Financial Strategies Inc Profit Sharing Plan-4$321,177$46,129$11,532iApproximate average salary by contribution assumption: employee only about $288,306 at 4% or $192,204 at 6%; with 50% employer match about $192,204 at 4% or $128,136 at 6%; with 100% employer match about $144,153 at 4% or $96,102 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-5---
200725$0$0-
Grattan Financial Strategies Inc Profit Sharing Plan-5---
Grattan Financial Strategies Inc Defined Benifit Pension Plan-5---
200625$1,729,557$97,060$19,412iApproximate average salary by contribution assumption: employee only about $485,300 at 4% or $323,533 at 6%; with 50% employer match about $323,533 at 4% or $215,689 at 6%; with 100% employer match about $242,650 at 4% or $161,767 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-5$1,337,140$9,500$1,900iApproximate average salary by contribution assumption: employee only about $47,500 at 4% or $31,667 at 6%; with 50% employer match about $31,667 at 4% or $21,111 at 6%; with 100% employer match about $23,750 at 4% or $15,833 at 6%.
Grattan Financial Strategies Inc Profit Sharing Plan-5$392,417$87,560$17,512iApproximate average salary by contribution assumption: employee only about $437,800 at 4% or $291,867 at 6%; with 50% employer match about $291,867 at 4% or $194,578 at 6%; with 100% employer match about $218,900 at 4% or $145,933 at 6%.
200524$1,477,734$118,214$29,554iApproximate average salary by contribution assumption: employee only about $738,838 at 4% or $492,558 at 6%; with 50% employer match about $492,558 at 4% or $328,372 at 6%; with 100% employer match about $369,419 at 4% or $246,279 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-4$1,205,913--
Grattan Financial Strategies Inc Profit Sharing Plan-4$271,821$118,214$29,554iApproximate average salary by contribution assumption: employee only about $738,838 at 4% or $492,558 at 6%; with 50% employer match about $492,558 at 4% or $328,372 at 6%; with 100% employer match about $369,419 at 4% or $246,279 at 6%.
200424$1,301,015$27,177$6,794iApproximate average salary by contribution assumption: employee only about $169,856 at 4% or $113,238 at 6%; with 50% employer match about $113,238 at 4% or $75,492 at 6%; with 100% employer match about $84,928 at 4% or $56,619 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-4$1,156,447--
Grattan Financial Strategies Inc Profit Sharing Plan-4$144,568$27,177$6,794iApproximate average salary by contribution assumption: employee only about $169,856 at 4% or $113,238 at 6%; with 50% employer match about $113,238 at 4% or $75,492 at 6%; with 100% employer match about $84,928 at 4% or $56,619 at 6%.
200326$1,121,225$25,571$4,262iApproximate average salary by contribution assumption: employee only about $106,546 at 4% or $71,031 at 6%; with 50% employer match about $71,031 at 4% or $47,354 at 6%; with 100% employer match about $53,273 at 4% or $35,515 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-6$1,017,569--
Grattan Financial Strategies Inc Profit Sharing Plan-5$103,656$25,571$5,114iApproximate average salary by contribution assumption: employee only about $127,855 at 4% or $85,237 at 6%; with 50% employer match about $85,237 at 4% or $56,824 at 6%; with 100% employer match about $63,928 at 4% or $42,618 at 6%.
200226$7,342$0-
Grattan Financial Strategies Inc Profit Sharing Plan-6$7,342--
Grattan Financial Strategies Inc Defined Benifit Pension Plan-6---
200125$0$0-
Grattan Financial Strategies Inc Profit Sharing Plan-5---
Grattan Financial Strategies Inc Defined Benifit Pension Plan-5---
200024$12,773$0-
Grattan Financial Strategies Inc Profit Sharing Plan-4$12,773--
Grattan Financial Strategies Inc Defined Benifit Pension Plan-3---
199923$834,730$66,591$22,197iApproximate average salary by contribution assumption: employee only about $554,925 at 4% or $369,950 at 6%; with 50% employer match about $369,950 at 4% or $246,633 at 6%; with 100% employer match about $277,463 at 4% or $184,975 at 6%.
Grattan Financial Strategies Inc Defined Benifit Pension Plan-3$807,882$66,591$22,197iApproximate average salary by contribution assumption: employee only about $554,925 at 4% or $369,950 at 6%; with 50% employer match about $369,950 at 4% or $246,633 at 6%; with 100% employer match about $277,463 at 4% or $184,975 at 6%.
Grattan Financial Strategies Inc Profit Sharing Plan-3$26,848--