Civic Intelligence

Jones Gregg Financial LLC

Plan context: Jones Gregg Financial LLC 401K Plan

EIN 26-0700134 • Charlotte, NC • 8 filings • 1 plans

6733 D Fairview Rd.Charlotte, NC 28210
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$203,787

2025 Contributions

$40,900

Historical Graphs

Total Assets Over Time

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

$413,560$206,780$0201820222025YearValue
$203,787Latest year 2025

Participants Over Time

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

320201820222025YearValue
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$203,787$40,900$20,450iApproximate average salary by contribution assumption: employee only about $511,250 at 4% or $340,833 at 6%; with 50% employer match about $340,833 at 4% or $227,222 at 6%; with 100% employer match about $255,625 at 4% or $170,417 at 6%.
Jones Gregg Financial LLC 401K Plan-2$203,787$40,900$20,450iApproximate average salary by contribution assumption: employee only about $511,250 at 4% or $340,833 at 6%; with 50% employer match about $340,833 at 4% or $227,222 at 6%; with 100% employer match about $255,625 at 4% or $170,417 at 6%.
202413$413,560$40,537$13,512iApproximate average salary by contribution assumption: employee only about $337,808 at 4% or $225,206 at 6%; with 50% employer match about $225,206 at 4% or $150,137 at 6%; with 100% employer match about $168,904 at 4% or $112,603 at 6%.
Jones Gregg Financial LLC 401K Plan-3$413,560$40,537$13,512iApproximate average salary by contribution assumption: employee only about $337,808 at 4% or $225,206 at 6%; with 50% employer match about $225,206 at 4% or $150,137 at 6%; with 100% employer match about $168,904 at 4% or $112,603 at 6%.
202313$307,774$36,319$12,106iApproximate average salary by contribution assumption: employee only about $302,658 at 4% or $201,772 at 6%; with 50% employer match about $201,772 at 4% or $134,515 at 6%; with 100% employer match about $151,329 at 4% or $100,886 at 6%.
Jones Gregg Financial LLC 401K Plan-3$307,774$36,319$12,106iApproximate average salary by contribution assumption: employee only about $302,658 at 4% or $201,772 at 6%; with 50% employer match about $201,772 at 4% or $134,515 at 6%; with 100% employer match about $151,329 at 4% or $100,886 at 6%.
202212$218,582$33,257$16,629iApproximate average salary by contribution assumption: employee only about $415,713 at 4% or $277,142 at 6%; with 50% employer match about $277,142 at 4% or $184,761 at 6%; with 100% employer match about $207,856 at 4% or $138,571 at 6%.
Jones Gregg Financial LLC 401K Plan-2$218,582$33,257$16,629iApproximate average salary by contribution assumption: employee only about $415,713 at 4% or $277,142 at 6%; with 50% employer match about $277,142 at 4% or $184,761 at 6%; with 100% employer match about $207,856 at 4% or $138,571 at 6%.
202113$260,511$31,394$10,465iApproximate average salary by contribution assumption: employee only about $261,617 at 4% or $174,411 at 6%; with 50% employer match about $174,411 at 4% or $116,274 at 6%; with 100% employer match about $130,808 at 4% or $87,206 at 6%.
Jones Gregg Financial LLC 401K Plan-3$260,511$31,394$10,465iApproximate average salary by contribution assumption: employee only about $261,617 at 4% or $174,411 at 6%; with 50% employer match about $174,411 at 4% or $116,274 at 6%; with 100% employer match about $130,808 at 4% or $87,206 at 6%.
202012$195,975$17,454$8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%.
Jones Gregg Financial LLC 401K Plan-2$195,975$17,454$8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%.
201913$154,030$5,756$1,919iApproximate average salary by contribution assumption: employee only about $47,967 at 4% or $31,978 at 6%; with 50% employer match about $31,978 at 4% or $21,319 at 6%; with 100% employer match about $23,983 at 4% or $15,989 at 6%.
Jones Gregg Financial LLC 401K Plan-3$154,030$5,756$1,919iApproximate average salary by contribution assumption: employee only about $47,967 at 4% or $31,978 at 6%; with 50% employer match about $31,978 at 4% or $21,319 at 6%; with 100% employer match about $23,983 at 4% or $15,989 at 6%.
201812$123,718$132,664$66,332iApproximate average salary by contribution assumption: employee only about $1,658,300 at 4% or $1,105,533 at 6%; with 50% employer match about $1,105,533 at 4% or $737,022 at 6%; with 100% employer match about $829,150 at 4% or $552,767 at 6%.
Jones Gregg Financial LLC 401K Plan-2$123,718$132,664$66,332iApproximate average salary by contribution assumption: employee only about $1,658,300 at 4% or $1,105,533 at 6%; with 50% employer match about $1,105,533 at 4% or $737,022 at 6%; with 100% employer match about $829,150 at 4% or $552,767 at 6%.