Civic Intelligence

B. B. Graham & Company Inc.

Plan context: B. B. Graham & Company Inc. 401(K) Plan

EIN 95-4587418 • Orange, CA • 12 filings • 1 plans

1700 West Katella AvenueOrange, CA 92867
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$2,068,716

2024 Contributions

$317,497

Historical Graphs

Total Assets Over Time

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

$2,068,716$1,034,358$0201320192024YearValue
$2,068,716Latest year 2024

Participants Over Time

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

1580201320192024YearValue
15Latest 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
2024115$2,068,716$317,497$21,166iApproximate average salary by contribution assumption: employee only about $529,162 at 4% or $352,774 at 6%; with 50% employer match about $352,774 at 4% or $235,183 at 6%; with 100% employer match about $264,581 at 4% or $176,387 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-15$2,068,716$317,497$21,166iApproximate average salary by contribution assumption: employee only about $529,162 at 4% or $352,774 at 6%; with 50% employer match about $352,774 at 4% or $235,183 at 6%; with 100% employer match about $264,581 at 4% or $176,387 at 6%.
2023111$1,468,762$204,291$18,572iApproximate average salary by contribution assumption: employee only about $464,298 at 4% or $309,532 at 6%; with 50% employer match about $309,532 at 4% or $206,355 at 6%; with 100% employer match about $232,149 at 4% or $154,766 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-11$1,468,762$204,291$18,572iApproximate average salary by contribution assumption: employee only about $464,298 at 4% or $309,532 at 6%; with 50% employer match about $309,532 at 4% or $206,355 at 6%; with 100% employer match about $232,149 at 4% or $154,766 at 6%.
2022110$1,013,434$166,483$16,648iApproximate average salary by contribution assumption: employee only about $416,208 at 4% or $277,472 at 6%; with 50% employer match about $277,472 at 4% or $184,981 at 6%; with 100% employer match about $208,104 at 4% or $138,736 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-10$1,013,434$166,483$16,648iApproximate average salary by contribution assumption: employee only about $416,208 at 4% or $277,472 at 6%; with 50% employer match about $277,472 at 4% or $184,981 at 6%; with 100% employer match about $208,104 at 4% or $138,736 at 6%.
2021110$1,170,582$130,538$13,054iApproximate average salary by contribution assumption: employee only about $326,345 at 4% or $217,563 at 6%; with 50% employer match about $217,563 at 4% or $145,042 at 6%; with 100% employer match about $163,173 at 4% or $108,782 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-10$1,170,582$130,538$13,054iApproximate average salary by contribution assumption: employee only about $326,345 at 4% or $217,563 at 6%; with 50% employer match about $217,563 at 4% or $145,042 at 6%; with 100% employer match about $163,173 at 4% or $108,782 at 6%.
2020110$884,043$103,662$10,366iApproximate average salary by contribution assumption: employee only about $259,155 at 4% or $172,770 at 6%; with 50% employer match about $172,770 at 4% or $115,180 at 6%; with 100% employer match about $129,578 at 4% or $86,385 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-10$884,043$103,662$10,366iApproximate average salary by contribution assumption: employee only about $259,155 at 4% or $172,770 at 6%; with 50% employer match about $172,770 at 4% or $115,180 at 6%; with 100% employer match about $129,578 at 4% or $86,385 at 6%.
201919$701,362$110,248$12,250iApproximate average salary by contribution assumption: employee only about $306,244 at 4% or $204,163 at 6%; with 50% employer match about $204,163 at 4% or $136,109 at 6%; with 100% employer match about $153,122 at 4% or $102,081 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-9$701,362$110,248$12,250iApproximate average salary by contribution assumption: employee only about $306,244 at 4% or $204,163 at 6%; with 50% employer match about $204,163 at 4% or $136,109 at 6%; with 100% employer match about $153,122 at 4% or $102,081 at 6%.
201819$472,930$89,892$9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-9$472,930$89,892$9,988iApproximate average salary by contribution assumption: employee only about $249,700 at 4% or $166,467 at 6%; with 50% employer match about $166,467 at 4% or $110,978 at 6%; with 100% employer match about $124,850 at 4% or $83,233 at 6%.
201717$423,709$85,191$12,170iApproximate average salary by contribution assumption: employee only about $304,254 at 4% or $202,836 at 6%; with 50% employer match about $202,836 at 4% or $135,224 at 6%; with 100% employer match about $152,127 at 4% or $101,418 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-7$423,709$85,191$12,170iApproximate average salary by contribution assumption: employee only about $304,254 at 4% or $202,836 at 6%; with 50% employer match about $202,836 at 4% or $135,224 at 6%; with 100% employer match about $152,127 at 4% or $101,418 at 6%.
201617$279,114$69,216$9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-7$279,114$69,216$9,888iApproximate average salary by contribution assumption: employee only about $247,200 at 4% or $164,800 at 6%; with 50% employer match about $164,800 at 4% or $109,867 at 6%; with 100% employer match about $123,600 at 4% or $82,400 at 6%.
201517$197,703$68,237$9,748iApproximate average salary by contribution assumption: employee only about $243,704 at 4% or $162,469 at 6%; with 50% employer match about $162,469 at 4% or $108,313 at 6%; with 100% employer match about $121,852 at 4% or $81,235 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-7$197,703$68,237$9,748iApproximate average salary by contribution assumption: employee only about $243,704 at 4% or $162,469 at 6%; with 50% employer match about $162,469 at 4% or $108,313 at 6%; with 100% employer match about $121,852 at 4% or $81,235 at 6%.
201417$134,894$68,564$9,795iApproximate average salary by contribution assumption: employee only about $244,871 at 4% or $163,248 at 6%; with 50% employer match about $163,248 at 4% or $108,832 at 6%; with 100% employer match about $122,436 at 4% or $81,624 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-7$134,894$68,564$9,795iApproximate average salary by contribution assumption: employee only about $244,871 at 4% or $163,248 at 6%; with 50% employer match about $163,248 at 4% or $108,832 at 6%; with 100% employer match about $122,436 at 4% or $81,624 at 6%.
201319$68,478$70,551$7,839iApproximate average salary by contribution assumption: employee only about $195,975 at 4% or $130,650 at 6%; with 50% employer match about $130,650 at 4% or $87,100 at 6%; with 100% employer match about $97,988 at 4% or $65,325 at 6%.
B. B. Graham & Company Inc. 401(K) Plan-9$68,478$70,551$7,839iApproximate average salary by contribution assumption: employee only about $195,975 at 4% or $130,650 at 6%; with 50% employer match about $130,650 at 4% or $87,100 at 6%; with 100% employer match about $97,988 at 4% or $65,325 at 6%.