Davis, Gregory & Kyle Inc.
Plan context: Dgk Insurance 401(K) Profit Sharing Plan
EIN 23-2071471 • Towanda, PA • 48 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
17
2025 Assets
$1,283,142
2025 Contributions
$64,947
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2024 | 2 | 17 | $1,283,142 | $64,947 | $3,820iApproximate average salary by contribution assumption: employee only about $95,510 at 4% or $63,674 at 6%; with 50% employer match about $63,674 at 4% or $42,449 at 6%; with 100% employer match about $47,755 at 4% or $31,837 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 17 | $1,283,142 | $64,947 | $3,820iApproximate average salary by contribution assumption: employee only about $95,510 at 4% or $63,674 at 6%; with 50% employer match about $63,674 at 4% or $42,449 at 6%; with 100% employer match about $47,755 at 4% or $31,837 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2023 | 2 | 15 | $3,129,986 | $82,189 | $5,479iApproximate average salary by contribution assumption: employee only about $136,982 at 4% or $91,321 at 6%; with 50% employer match about $91,321 at 4% or $60,881 at 6%; with 100% employer match about $68,491 at 4% or $45,661 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 15 | $2,097,449 | - | - |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 15 | $1,032,537 | $82,189 | $5,479iApproximate average salary by contribution assumption: employee only about $136,982 at 4% or $91,321 at 6%; with 50% employer match about $91,321 at 4% or $60,881 at 6%; with 100% employer match about $68,491 at 4% or $45,661 at 6%. |
| 2022 | 2 | 18 | $6,236,855 | $460,978 | $25,610iApproximate average salary by contribution assumption: employee only about $640,247 at 4% or $426,831 at 6%; with 50% employer match about $426,831 at 4% or $284,554 at 6%; with 100% employer match about $320,124 at 4% or $213,416 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $3,936,110 | $340,000 | $18,889iApproximate average salary by contribution assumption: employee only about $472,222 at 4% or $314,815 at 6%; with 50% employer match about $314,815 at 4% or $209,877 at 6%; with 100% employer match about $236,111 at 4% or $157,407 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $2,300,745 | $120,978 | $6,721iApproximate average salary by contribution assumption: employee only about $168,025 at 4% or $112,017 at 6%; with 50% employer match about $112,017 at 4% or $74,678 at 6%; with 100% employer match about $84,013 at 4% or $56,008 at 6%. |
| 2021 | 2 | 20 | $7,078,755 | $231,934 | $11,597iApproximate average salary by contribution assumption: employee only about $289,918 at 4% or $193,278 at 6%; with 50% employer match about $193,278 at 4% or $128,852 at 6%; with 100% employer match about $144,959 at 4% or $96,639 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $4,028,997 | $101,652 | $5,647iApproximate average salary by contribution assumption: employee only about $141,183 at 4% or $94,122 at 6%; with 50% employer match about $94,122 at 4% or $62,748 at 6%; with 100% employer match about $70,592 at 4% or $47,061 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 20 | $3,049,758 | $130,282 | $6,514iApproximate average salary by contribution assumption: employee only about $162,853 at 4% or $108,568 at 6%; with 50% employer match about $108,568 at 4% or $72,379 at 6%; with 100% employer match about $81,426 at 4% or $54,284 at 6%. |
| 2020 | 2 | 20 | $6,131,923 | $251,066 | $12,553iApproximate average salary by contribution assumption: employee only about $313,833 at 4% or $209,222 at 6%; with 50% employer match about $209,222 at 4% or $139,481 at 6%; with 100% employer match about $156,916 at 4% or $104,611 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 20 | $3,620,548 | $133,964 | $6,698iApproximate average salary by contribution assumption: employee only about $167,455 at 4% or $111,637 at 6%; with 50% employer match about $111,637 at 4% or $74,424 at 6%; with 100% employer match about $83,728 at 4% or $55,818 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 19 | $2,511,375 | $117,102 | $6,163iApproximate average salary by contribution assumption: employee only about $154,082 at 4% or $102,721 at 6%; with 50% employer match about $102,721 at 4% or $68,481 at 6%; with 100% employer match about $77,041 at 4% or $51,361 at 6%. |
| 2019 | 2 | 19 | $6,305,998 | $406,339 | $21,386iApproximate average salary by contribution assumption: employee only about $534,657 at 4% or $356,438 at 6%; with 50% employer match about $356,438 at 4% or $237,625 at 6%; with 100% employer match about $267,328 at 4% or $178,219 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $4,199,243 | $294,000 | $16,333iApproximate average salary by contribution assumption: employee only about $408,333 at 4% or $272,222 at 6%; with 50% employer match about $272,222 at 4% or $181,481 at 6%; with 100% employer match about $204,167 at 4% or $136,111 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 19 | $2,106,755 | $112,339 | $5,913iApproximate average salary by contribution assumption: employee only about $147,814 at 4% or $98,543 at 6%; with 50% employer match about $98,543 at 4% or $65,695 at 6%; with 100% employer match about $73,907 at 4% or $49,271 at 6%. |
| 2018 | 2 | 20 | $5,253,656 | $103,980 | $5,199iApproximate average salary by contribution assumption: employee only about $129,975 at 4% or $86,650 at 6%; with 50% employer match about $86,650 at 4% or $57,767 at 6%; with 100% employer match about $64,988 at 4% or $43,325 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 20 | $3,629,943 | - | - |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $1,623,713 | $103,980 | $5,777iApproximate average salary by contribution assumption: employee only about $144,417 at 4% or $96,278 at 6%; with 50% employer match about $96,278 at 4% or $64,185 at 6%; with 100% employer match about $72,208 at 4% or $48,139 at 6%. |
| 2017 | 2 | 18 | $5,554,905 | $510,191 | $28,344iApproximate average salary by contribution assumption: employee only about $708,599 at 4% or $472,399 at 6%; with 50% employer match about $472,399 at 4% or $314,933 at 6%; with 100% employer match about $354,299 at 4% or $236,200 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $3,588,642 | $399,473 | $22,193iApproximate average salary by contribution assumption: employee only about $554,824 at 4% or $369,882 at 6%; with 50% employer match about $369,882 at 4% or $246,588 at 6%; with 100% employer match about $277,412 at 4% or $184,941 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $1,966,263 | $110,718 | $6,151iApproximate average salary by contribution assumption: employee only about $153,775 at 4% or $102,517 at 6%; with 50% employer match about $102,517 at 4% or $68,344 at 6%; with 100% employer match about $76,888 at 4% or $51,258 at 6%. |
| 2016 | 2 | 21 | $4,928,805 | $304,200 | $14,486iApproximate average salary by contribution assumption: employee only about $362,143 at 4% or $241,429 at 6%; with 50% employer match about $241,429 at 4% or $160,952 at 6%; with 100% employer match about $181,071 at 4% or $120,714 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 21 | $3,223,272 | $195,000 | $9,286iApproximate average salary by contribution assumption: employee only about $232,143 at 4% or $154,762 at 6%; with 50% employer match about $154,762 at 4% or $103,175 at 6%; with 100% employer match about $116,071 at 4% or $77,381 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $1,705,533 | $109,200 | $6,067iApproximate average salary by contribution assumption: employee only about $151,667 at 4% or $101,111 at 6%; with 50% employer match about $101,111 at 4% or $67,407 at 6%; with 100% employer match about $75,833 at 4% or $50,556 at 6%. |
| 2015 | 2 | 21 | $5,142,655 | $298,062 | $14,193iApproximate average salary by contribution assumption: employee only about $354,836 at 4% or $236,557 at 6%; with 50% employer match about $236,557 at 4% or $157,705 at 6%; with 100% employer match about $177,418 at 4% or $118,279 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 21 | $3,550,974 | $188,000 | $8,952iApproximate average salary by contribution assumption: employee only about $223,810 at 4% or $149,206 at 6%; with 50% employer match about $149,206 at 4% or $99,471 at 6%; with 100% employer match about $111,905 at 4% or $74,603 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 17 | $1,591,681 | $110,062 | $6,474iApproximate average salary by contribution assumption: employee only about $161,856 at 4% or $107,904 at 6%; with 50% employer match about $107,904 at 4% or $71,936 at 6%; with 100% employer match about $80,928 at 4% or $53,952 at 6%. |
| 2014 | 2 | 19 | $5,547,401 | $296,885 | $15,626iApproximate average salary by contribution assumption: employee only about $390,638 at 4% or $260,425 at 6%; with 50% employer match about $260,425 at 4% or $173,617 at 6%; with 100% employer match about $195,319 at 4% or $130,213 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 19 | $3,884,738 | $191,322 | $10,070iApproximate average salary by contribution assumption: employee only about $251,739 at 4% or $167,826 at 6%; with 50% employer match about $167,826 at 4% or $111,884 at 6%; with 100% employer match about $125,870 at 4% or $83,913 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 17 | $1,662,663 | $105,563 | $6,210iApproximate average salary by contribution assumption: employee only about $155,240 at 4% or $103,493 at 6%; with 50% employer match about $103,493 at 4% or $68,995 at 6%; with 100% employer match about $77,620 at 4% or $51,747 at 6%. |
| 2013 | 2 | 18 | $5,224,974 | $222,663 | $12,370iApproximate average salary by contribution assumption: employee only about $309,254 at 4% or $206,169 at 6%; with 50% employer match about $206,169 at 4% or $137,446 at 6%; with 100% employer match about $154,627 at 4% or $103,085 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $3,612,911 | $97,988 | $5,444iApproximate average salary by contribution assumption: employee only about $136,094 at 4% or $90,730 at 6%; with 50% employer match about $90,730 at 4% or $60,486 at 6%; with 100% employer match about $68,047 at 4% or $45,365 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $1,612,063 | $124,675 | $6,926iApproximate average salary by contribution assumption: employee only about $173,160 at 4% or $115,440 at 6%; with 50% employer match about $115,440 at 4% or $76,960 at 6%; with 100% employer match about $86,580 at 4% or $57,720 at 6%. |
| 2012 | 2 | 19 | $4,816,688 | $321,341 | $16,913iApproximate average salary by contribution assumption: employee only about $422,817 at 4% or $281,878 at 6%; with 50% employer match about $281,878 at 4% or $187,919 at 6%; with 100% employer match about $211,409 at 4% or $140,939 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $3,515,342 | $181,881 | $10,105iApproximate average salary by contribution assumption: employee only about $252,613 at 4% or $168,408 at 6%; with 50% employer match about $168,408 at 4% or $112,272 at 6%; with 100% employer match about $126,306 at 4% or $84,204 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 19 | $1,301,346 | $139,460 | $7,340iApproximate average salary by contribution assumption: employee only about $183,500 at 4% or $122,333 at 6%; with 50% employer match about $122,333 at 4% or $81,556 at 6%; with 100% employer match about $91,750 at 4% or $61,167 at 6%. |
| 2011 | 2 | 19 | $5,334,301 | $371,006 | $19,527iApproximate average salary by contribution assumption: employee only about $488,166 at 4% or $325,444 at 6%; with 50% employer match about $325,444 at 4% or $216,963 at 6%; with 100% employer match about $244,083 at 4% or $162,722 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 19 | $3,565,770 | - | - |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 19 | $1,768,531 | $371,006 | $19,527iApproximate average salary by contribution assumption: employee only about $488,166 at 4% or $325,444 at 6%; with 50% employer match about $325,444 at 4% or $216,963 at 6%; with 100% employer match about $244,083 at 4% or $162,722 at 6%. |
| 2010 | 2 | 18 | $5,190,695 | $349,016 | $19,390iApproximate average salary by contribution assumption: employee only about $484,744 at 4% or $323,163 at 6%; with 50% employer match about $323,163 at 4% or $215,442 at 6%; with 100% employer match about $242,372 at 4% or $161,581 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 17 | $3,703,259 | $100,000 | $5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $1,487,436 | $249,016 | $13,834iApproximate average salary by contribution assumption: employee only about $345,856 at 4% or $230,570 at 6%; with 50% employer match about $230,570 at 4% or $153,714 at 6%; with 100% employer match about $172,928 at 4% or $115,285 at 6%. |
| 2009 | 2 | 21 | $4,846,239 | $331,970 | $15,808iApproximate average salary by contribution assumption: employee only about $395,202 at 4% or $263,468 at 6%; with 50% employer match about $263,468 at 4% or $175,646 at 6%; with 100% employer match about $197,601 at 4% or $131,734 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 20 | $3,658,869 | $48,413 | $2,421iApproximate average salary by contribution assumption: employee only about $60,516 at 4% or $40,344 at 6%; with 50% employer match about $40,344 at 4% or $26,896 at 6%; with 100% employer match about $30,258 at 4% or $20,172 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 21 | $1,187,370 | $283,557 | $13,503iApproximate average salary by contribution assumption: employee only about $337,568 at 4% or $225,045 at 6%; with 50% employer match about $225,045 at 4% or $150,030 at 6%; with 100% employer match about $168,784 at 4% or $112,523 at 6%. |
| 2008 | 2 | 19 | $656,306 | $203,717 | $10,722iApproximate average salary by contribution assumption: employee only about $268,049 at 4% or $178,699 at 6%; with 50% employer match about $178,699 at 4% or $119,133 at 6%; with 100% employer match about $134,024 at 4% or $89,350 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 17 | $656,306 | $203,717 | $11,983iApproximate average salary by contribution assumption: employee only about $299,584 at 4% or $199,723 at 6%; with 50% employer match about $199,723 at 4% or $133,148 at 6%; with 100% employer match about $149,792 at 4% or $99,861 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 19 | - | - | - |
| 2007 | 2 | 18 | $839,214 | $245,486 | $13,638iApproximate average salary by contribution assumption: employee only about $340,953 at 4% or $227,302 at 6%; with 50% employer match about $227,302 at 4% or $151,535 at 6%; with 100% employer match about $170,476 at 4% or $113,651 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 18 | $839,214 | $245,486 | $13,638iApproximate average salary by contribution assumption: employee only about $340,953 at 4% or $227,302 at 6%; with 50% employer match about $227,302 at 4% or $151,535 at 6%; with 100% employer match about $170,476 at 4% or $113,651 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | - | - | - |
| 2006 | 2 | 20 | $4,237,281 | $317,008 | $15,850iApproximate average salary by contribution assumption: employee only about $396,260 at 4% or $264,173 at 6%; with 50% employer match about $264,173 at 4% or $176,116 at 6%; with 100% employer match about $198,130 at 4% or $132,087 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 20 | $3,680,002 | $135,469 | $6,773iApproximate average salary by contribution assumption: employee only about $169,336 at 4% or $112,891 at 6%; with 50% employer match about $112,891 at 4% or $75,261 at 6%; with 100% employer match about $84,668 at 4% or $56,445 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 20 | $557,279 | $181,539 | $9,077iApproximate average salary by contribution assumption: employee only about $226,924 at 4% or $151,283 at 6%; with 50% employer match about $151,283 at 4% or $100,855 at 6%; with 100% employer match about $113,462 at 4% or $75,641 at 6%. |
| 2005 | 2 | 20 | $3,813,571 | $297,504 | $14,875iApproximate average salary by contribution assumption: employee only about $371,880 at 4% or $247,920 at 6%; with 50% employer match about $247,920 at 4% or $165,280 at 6%; with 100% employer match about $185,940 at 4% or $123,960 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 20 | $3,470,638 | $140,648 | $7,032iApproximate average salary by contribution assumption: employee only about $175,810 at 4% or $117,207 at 6%; with 50% employer match about $117,207 at 4% or $78,138 at 6%; with 100% employer match about $87,905 at 4% or $58,603 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 20 | $342,933 | $156,856 | $7,843iApproximate average salary by contribution assumption: employee only about $196,070 at 4% or $130,713 at 6%; with 50% employer match about $130,713 at 4% or $87,142 at 6%; with 100% employer match about $98,035 at 4% or $65,357 at 6%. |
| 2004 | 2 | 21 | $3,284,412 | $294,022 | $14,001iApproximate average salary by contribution assumption: employee only about $350,026 at 4% or $233,351 at 6%; with 50% employer match about $233,351 at 4% or $155,567 at 6%; with 100% employer match about $175,013 at 4% or $116,675 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 21 | $3,118,642 | $142,568 | $6,789iApproximate average salary by contribution assumption: employee only about $169,724 at 4% or $113,149 at 6%; with 50% employer match about $113,149 at 4% or $75,433 at 6%; with 100% employer match about $84,862 at 4% or $56,575 at 6%. |
| Dgk Insurance 401(K) Profit Sharing Plan | - | 21 | $165,770 | $151,454 | $7,212iApproximate average salary by contribution assumption: employee only about $180,302 at 4% or $120,202 at 6%; with 50% employer match about $120,202 at 4% or $80,134 at 6%; with 100% employer match about $90,151 at 4% or $60,101 at 6%. |
| 2003 | 1 | 22 | $3,103,129 | $195,357 | $8,880iApproximate average salary by contribution assumption: employee only about $221,997 at 4% or $147,998 at 6%; with 50% employer match about $147,998 at 4% or $98,665 at 6%; with 100% employer match about $110,998 at 4% or $73,999 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 22 | $3,103,129 | $195,357 | $8,880iApproximate average salary by contribution assumption: employee only about $221,997 at 4% or $147,998 at 6%; with 50% employer match about $147,998 at 4% or $98,665 at 6%; with 100% employer match about $110,998 at 4% or $73,999 at 6%. |
| 2002 | 1 | 19 | $2,720,151 | $165,074 | $8,688iApproximate average salary by contribution assumption: employee only about $217,203 at 4% or $144,802 at 6%; with 50% employer match about $144,802 at 4% or $96,535 at 6%; with 100% employer match about $108,601 at 4% or $72,401 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 19 | $2,720,151 | $165,074 | $8,688iApproximate average salary by contribution assumption: employee only about $217,203 at 4% or $144,802 at 6%; with 50% employer match about $144,802 at 4% or $96,535 at 6%; with 100% employer match about $108,601 at 4% or $72,401 at 6%. |
| 2001 | 1 | 20 | $0 | $0 | - |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 20 | - | - | - |
| 2000 | 1 | 18 | $0 | $0 | - |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | - | - | - |
| 1999 | 1 | 18 | $3,260,071 | $147,766 | $8,209iApproximate average salary by contribution assumption: employee only about $205,231 at 4% or $136,820 at 6%; with 50% employer match about $136,820 at 4% or $91,214 at 6%; with 100% employer match about $102,615 at 4% or $68,410 at 6%. |
| Davis, Gregory, & Kyle Inc. Employee Stock Ownership Plan | - | 18 | $3,260,071 | $147,766 | $8,209iApproximate average salary by contribution assumption: employee only about $205,231 at 4% or $136,820 at 6%; with 50% employer match about $136,820 at 4% or $91,214 at 6%; with 100% employer match about $102,615 at 4% or $68,410 at 6%. |