Civic Intelligence

Caldwell & Gregory LLC

Plan context: Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust

EIN 26-3497193 • Manakin-sabot, VA • 24 filings • 5 plans

129 Broad Street Road, Suite AManakin-sabot, VA 23103
Current Snapshot

Latest Year

2025

2025 Participants

217

2025 Assets

$10,417,373

2025 Contributions

$1,744,955

Historical Graphs

Total Assets Over Time

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

$10,417,373$5,208,687$0200820162024YearValue
$10,417,373Latest year 2024

Participants Over Time

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

2221110200820172025YearValue
217Latest 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
20251217$0$0-
Caldwell and Gregory LLC. Employee Benefits Plan-217---
20242222$10,417,373$1,744,955$7,860iApproximate average salary by contribution assumption: employee only about $196,504 at 4% or $131,003 at 6%; with 50% employer match about $131,003 at 4% or $87,335 at 6%; with 100% employer match about $98,252 at 4% or $65,501 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-214$10,417,373$1,744,955$8,154iApproximate average salary by contribution assumption: employee only about $203,850 at 4% or $135,900 at 6%; with 50% employer match about $135,900 at 4% or $90,600 at 6%; with 100% employer match about $101,925 at 4% or $67,950 at 6%.
Caldwell and Gregory LLC. Employee Benefits Plan-222---
20232197$9,399,844$1,270,573$6,450iApproximate average salary by contribution assumption: employee only about $161,240 at 4% or $107,493 at 6%; with 50% employer match about $107,493 at 4% or $71,662 at 6%; with 100% employer match about $80,620 at 4% or $53,747 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-176$9,399,844$1,270,573$7,219iApproximate average salary by contribution assumption: employee only about $180,479 at 4% or $120,319 at 6%; with 50% employer match about $120,319 at 4% or $80,213 at 6%; with 100% employer match about $90,240 at 4% or $60,160 at 6%.
Caldwell and Gregory LLC. Employee Benefits Plan-197---
20222220$7,605,244$1,549,119$7,041iApproximate average salary by contribution assumption: employee only about $176,036 at 4% or $117,358 at 6%; with 50% employer match about $117,358 at 4% or $78,238 at 6%; with 100% employer match about $88,018 at 4% or $58,679 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-220$7,605,244$1,549,119$7,041iApproximate average salary by contribution assumption: employee only about $176,036 at 4% or $117,358 at 6%; with 50% employer match about $117,358 at 4% or $78,238 at 6%; with 100% employer match about $88,018 at 4% or $58,679 at 6%.
Caldwell and Gregory LLC. Employee Benefits Plan-190---
20212193$7,709,478$1,542,126$7,990iApproximate average salary by contribution assumption: employee only about $199,757 at 4% or $133,172 at 6%; with 50% employer match about $133,172 at 4% or $88,781 at 6%; with 100% employer match about $99,879 at 4% or $66,586 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-193$7,709,478$1,542,126$7,990iApproximate average salary by contribution assumption: employee only about $199,757 at 4% or $133,172 at 6%; with 50% employer match about $133,172 at 4% or $88,781 at 6%; with 100% employer match about $99,879 at 4% or $66,586 at 6%.
Caldwell and Gregory LLC. Employee Benefits Plan-171---
20202169$5,833,629$775,211$4,587iApproximate average salary by contribution assumption: employee only about $114,676 at 4% or $76,451 at 6%; with 50% employer match about $76,451 at 4% or $50,967 at 6%; with 100% employer match about $57,338 at 4% or $38,225 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-135$5,833,629$775,211$5,742iApproximate average salary by contribution assumption: employee only about $143,558 at 4% or $95,705 at 6%; with 50% employer match about $95,705 at 4% or $63,803 at 6%; with 100% employer match about $71,779 at 4% or $47,853 at 6%.
Caldwell and Gregory LLC. Employee Benefits Plan-169---
20192134$5,021,088$595,114$4,441iApproximate average salary by contribution assumption: employee only about $111,029 at 4% or $74,019 at 6%; with 50% employer match about $74,019 at 4% or $49,346 at 6%; with 100% employer match about $55,514 at 4% or $37,010 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-112$5,021,088$595,114$5,314iApproximate average salary by contribution assumption: employee only about $132,838 at 4% or $88,559 at 6%; with 50% employer match about $88,559 at 4% or $59,039 at 6%; with 100% employer match about $66,419 at 4% or $44,279 at 6%.
Caldwell and Gregory LLC. Employee Benefits Plan-134---
2018163$3,890,060$490,316$7,783iApproximate average salary by contribution assumption: employee only about $194,570 at 4% or $129,713 at 6%; with 50% employer match about $129,713 at 4% or $86,475 at 6%; with 100% employer match about $97,285 at 4% or $64,857 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-63$3,890,060$490,316$7,783iApproximate average salary by contribution assumption: employee only about $194,570 at 4% or $129,713 at 6%; with 50% employer match about $129,713 at 4% or $86,475 at 6%; with 100% employer match about $97,285 at 4% or $64,857 at 6%.
2017149$4,507,093$401,293$8,190iApproximate average salary by contribution assumption: employee only about $204,741 at 4% or $136,494 at 6%; with 50% employer match about $136,494 at 4% or $90,996 at 6%; with 100% employer match about $102,371 at 4% or $68,247 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-49$4,507,093$401,293$8,190iApproximate average salary by contribution assumption: employee only about $204,741 at 4% or $136,494 at 6%; with 50% employer match about $136,494 at 4% or $90,996 at 6%; with 100% employer match about $102,371 at 4% or $68,247 at 6%.
2016150$3,434,807$364,568$7,291iApproximate average salary by contribution assumption: employee only about $182,284 at 4% or $121,523 at 6%; with 50% employer match about $121,523 at 4% or $81,015 at 6%; with 100% employer match about $91,142 at 4% or $60,761 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-50$3,434,807$364,568$7,291iApproximate average salary by contribution assumption: employee only about $182,284 at 4% or $121,523 at 6%; with 50% employer match about $121,523 at 4% or $81,015 at 6%; with 100% employer match about $91,142 at 4% or $60,761 at 6%.
2015151$2,916,866$314,810$6,173iApproximate average salary by contribution assumption: employee only about $154,319 at 4% or $102,879 at 6%; with 50% employer match about $102,879 at 4% or $68,586 at 6%; with 100% employer match about $77,159 at 4% or $51,440 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-51$2,916,866$314,810$6,173iApproximate average salary by contribution assumption: employee only about $154,319 at 4% or $102,879 at 6%; with 50% employer match about $102,879 at 4% or $68,586 at 6%; with 100% employer match about $77,159 at 4% or $51,440 at 6%.
2014144$2,739,175$322,550$7,331iApproximate average salary by contribution assumption: employee only about $183,267 at 4% or $122,178 at 6%; with 50% employer match about $122,178 at 4% or $81,452 at 6%; with 100% employer match about $91,634 at 4% or $61,089 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-44$2,739,175$322,550$7,331iApproximate average salary by contribution assumption: employee only about $183,267 at 4% or $122,178 at 6%; with 50% employer match about $122,178 at 4% or $81,452 at 6%; with 100% employer match about $91,634 at 4% or $61,089 at 6%.
2013143$2,629,165$309,500$7,198iApproximate average salary by contribution assumption: employee only about $179,942 at 4% or $119,961 at 6%; with 50% employer match about $119,961 at 4% or $79,974 at 6%; with 100% employer match about $89,971 at 4% or $59,981 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-43$2,629,165$309,500$7,198iApproximate average salary by contribution assumption: employee only about $179,942 at 4% or $119,961 at 6%; with 50% employer match about $119,961 at 4% or $79,974 at 6%; with 100% employer match about $89,971 at 4% or $59,981 at 6%.
2012143$2,804,182$266,963$6,208iApproximate average salary by contribution assumption: employee only about $155,211 at 4% or $103,474 at 6%; with 50% employer match about $103,474 at 4% or $68,983 at 6%; with 100% employer match about $77,606 at 4% or $51,737 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-43$2,804,182$266,963$6,208iApproximate average salary by contribution assumption: employee only about $155,211 at 4% or $103,474 at 6%; with 50% employer match about $103,474 at 4% or $68,983 at 6%; with 100% employer match about $77,606 at 4% or $51,737 at 6%.
2011143$2,524,849$257,091$5,979iApproximate average salary by contribution assumption: employee only about $149,472 at 4% or $99,648 at 6%; with 50% employer match about $99,648 at 4% or $66,432 at 6%; with 100% employer match about $74,736 at 4% or $49,824 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-43$2,524,849$257,091$5,979iApproximate average salary by contribution assumption: employee only about $149,472 at 4% or $99,648 at 6%; with 50% employer match about $99,648 at 4% or $66,432 at 6%; with 100% employer match about $74,736 at 4% or $49,824 at 6%.
2010142$2,298,833$247,829$5,901iApproximate average salary by contribution assumption: employee only about $147,517 at 4% or $98,345 at 6%; with 50% employer match about $98,345 at 4% or $65,563 at 6%; with 100% employer match about $73,759 at 4% or $49,172 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-42$2,298,833$247,829$5,901iApproximate average salary by contribution assumption: employee only about $147,517 at 4% or $98,345 at 6%; with 50% employer match about $98,345 at 4% or $65,563 at 6%; with 100% employer match about $73,759 at 4% or $49,172 at 6%.
2009146$1,853,705$267,011$5,805iApproximate average salary by contribution assumption: employee only about $145,115 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,372 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-46$1,853,705$267,011$5,805iApproximate average salary by contribution assumption: employee only about $145,115 at 4% or $96,743 at 6%; with 50% employer match about $96,743 at 4% or $64,495 at 6%; with 100% employer match about $72,557 at 4% or $48,372 at 6%.
2008145$1,303,066$337,615$7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,043 at 6%; with 50% employer match about $125,043 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%.
Caldwell & Gregory LLC 401(K) Profit Sharing Plan & Trust-45$1,303,066$337,615$7,503iApproximate average salary by contribution assumption: employee only about $187,564 at 4% or $125,043 at 6%; with 50% employer match about $125,043 at 4% or $83,362 at 6%; with 100% employer match about $93,782 at 4% or $62,521 at 6%.