Civic Intelligence

MCGREGOR & ASSOCIATES

Plan context: Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan

EIN 31-0940217 • Brookville, OH • 23 filings • 6 plans

365 Carr DriveBrookville, OH 45309
Current Snapshot

Latest Year

2020

2020 Participants

54

2020 Assets

$1,458,980

2020 Contributions

$17,575

Historical Graphs

Total Assets Over Time

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

$1,458,980$729,490$0200020102019YearValue
$1,458,980Latest year 2019

Participants Over Time

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

127640200020102019YearValue
54Latest year 2019

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
202010$0$17,575-
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-0$0$17,575-
2019154$1,458,980$111,231$2,060iApproximate average salary by contribution assumption: employee only about $51,496 at 4% or $34,331 at 6%; with 50% employer match about $34,331 at 4% or $22,887 at 6%; with 100% employer match about $25,748 at 4% or $17,165 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-54$1,458,980$111,231$2,060iApproximate average salary by contribution assumption: employee only about $51,496 at 4% or $34,331 at 6%; with 50% employer match about $34,331 at 4% or $22,887 at 6%; with 100% employer match about $25,748 at 4% or $17,165 at 6%.
2018144$1,202,278$45,003$1,023iApproximate average salary by contribution assumption: employee only about $25,570 at 4% or $17,047 at 6%; with 50% employer match about $17,047 at 4% or $11,364 at 6%; with 100% employer match about $12,785 at 4% or $8,523 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-44$1,202,278$45,003$1,023iApproximate average salary by contribution assumption: employee only about $25,570 at 4% or $17,047 at 6%; with 50% employer match about $17,047 at 4% or $11,364 at 6%; with 100% employer match about $12,785 at 4% or $8,523 at 6%.
2017157$1,429,900$55,792$979iApproximate average salary by contribution assumption: employee only about $24,470 at 4% or $16,313 at 6%; with 50% employer match about $16,313 at 4% or $10,876 at 6%; with 100% employer match about $12,235 at 4% or $8,157 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-57$1,429,900$55,792$979iApproximate average salary by contribution assumption: employee only about $24,470 at 4% or $16,313 at 6%; with 50% employer match about $16,313 at 4% or $10,876 at 6%; with 100% employer match about $12,235 at 4% or $8,157 at 6%.
2016269$1,188,177$58,149$843iApproximate average salary by contribution assumption: employee only about $21,068 at 4% or $14,046 at 6%; with 50% employer match about $14,046 at 4% or $9,364 at 6%; with 100% employer match about $10,534 at 4% or $7,023 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-59$1,188,177$58,149$986iApproximate average salary by contribution assumption: employee only about $24,639 at 4% or $16,426 at 6%; with 50% employer match about $16,426 at 4% or $10,951 at 6%; with 100% employer match about $12,320 at 4% or $8,213 at 6%.
Mcgregor & Associates Inc. Employee Benefit Plan-69---
20152100$1,079,111$56,854$569iApproximate average salary by contribution assumption: employee only about $14,213 at 4% or $9,476 at 6%; with 50% employer match about $9,476 at 4% or $6,317 at 6%; with 100% employer match about $7,107 at 4% or $4,738 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-57$1,079,111$56,854$997iApproximate average salary by contribution assumption: employee only about $24,936 at 4% or $16,624 at 6%; with 50% employer match about $16,624 at 4% or $11,083 at 6%; with 100% employer match about $12,468 at 4% or $8,312 at 6%.
Mcgregor & Associates Inc. Employee Benefit Plan-100---
2014153$1,217,784$65,114$1,229iApproximate average salary by contribution assumption: employee only about $30,714 at 4% or $20,476 at 6%; with 50% employer match about $20,476 at 4% or $13,651 at 6%; with 100% employer match about $15,357 at 4% or $10,238 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-53$1,217,784$65,114$1,229iApproximate average salary by contribution assumption: employee only about $30,714 at 4% or $20,476 at 6%; with 50% employer match about $20,476 at 4% or $13,651 at 6%; with 100% employer match about $15,357 at 4% or $10,238 at 6%.
2013161$1,207,504$57,883$949iApproximate average salary by contribution assumption: employee only about $23,723 at 4% or $15,815 at 6%; with 50% employer match about $15,815 at 4% or $10,543 at 6%; with 100% employer match about $11,861 at 4% or $7,908 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-61$1,207,504$57,883$949iApproximate average salary by contribution assumption: employee only about $23,723 at 4% or $15,815 at 6%; with 50% employer match about $15,815 at 4% or $10,543 at 6%; with 100% employer match about $11,861 at 4% or $7,908 at 6%.
2012161$1,019,793$251,036$4,115iApproximate average salary by contribution assumption: employee only about $102,884 at 4% or $68,589 at 6%; with 50% employer match about $68,589 at 4% or $45,726 at 6%; with 100% employer match about $51,442 at 4% or $34,295 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-61$1,019,793$251,036$4,115iApproximate average salary by contribution assumption: employee only about $102,884 at 4% or $68,589 at 6%; with 50% employer match about $68,589 at 4% or $45,726 at 6%; with 100% employer match about $51,442 at 4% or $34,295 at 6%.
2011163$751,743$68,936$1,094iApproximate average salary by contribution assumption: employee only about $27,356 at 4% or $18,237 at 6%; with 50% employer match about $18,237 at 4% or $12,158 at 6%; with 100% employer match about $13,678 at 4% or $9,119 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-63$751,743$68,936$1,094iApproximate average salary by contribution assumption: employee only about $27,356 at 4% or $18,237 at 6%; with 50% employer match about $18,237 at 4% or $12,158 at 6%; with 100% employer match about $13,678 at 4% or $9,119 at 6%.
2010171$809,444$98,647$1,389iApproximate average salary by contribution assumption: employee only about $34,735 at 4% or $23,157 at 6%; with 50% employer match about $23,157 at 4% or $15,438 at 6%; with 100% employer match about $17,367 at 4% or $11,578 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-71$809,444$98,647$1,389iApproximate average salary by contribution assumption: employee only about $34,735 at 4% or $23,157 at 6%; with 50% employer match about $23,157 at 4% or $15,438 at 6%; with 100% employer match about $17,367 at 4% or $11,578 at 6%.
2009172$658,027$95,237$1,323iApproximate average salary by contribution assumption: employee only about $33,068 at 4% or $22,046 at 6%; with 50% employer match about $22,046 at 4% or $14,697 at 6%; with 100% employer match about $16,534 at 4% or $11,023 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-72$658,027$95,237$1,323iApproximate average salary by contribution assumption: employee only about $33,068 at 4% or $22,046 at 6%; with 50% employer match about $22,046 at 4% or $14,697 at 6%; with 100% employer match about $16,534 at 4% or $11,023 at 6%.
2008176$510,810$118,838$1,564iApproximate average salary by contribution assumption: employee only about $39,091 at 4% or $26,061 at 6%; with 50% employer match about $26,061 at 4% or $17,374 at 6%; with 100% employer match about $19,546 at 4% or $13,030 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-76$510,810$118,838$1,564iApproximate average salary by contribution assumption: employee only about $39,091 at 4% or $26,061 at 6%; with 50% employer match about $26,061 at 4% or $17,374 at 6%; with 100% employer match about $19,546 at 4% or $13,030 at 6%.
2007181$791,521$130,049$1,606iApproximate average salary by contribution assumption: employee only about $40,139 at 4% or $26,759 at 6%; with 50% employer match about $26,759 at 4% or $17,839 at 6%; with 100% employer match about $20,069 at 4% or $13,380 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-81$791,521$130,049$1,606iApproximate average salary by contribution assumption: employee only about $40,139 at 4% or $26,759 at 6%; with 50% employer match about $26,759 at 4% or $17,839 at 6%; with 100% employer match about $20,069 at 4% or $13,380 at 6%.
2006189$706,674$123,190$1,384iApproximate average salary by contribution assumption: employee only about $34,604 at 4% or $23,069 at 6%; with 50% employer match about $23,069 at 4% or $15,380 at 6%; with 100% employer match about $17,302 at 4% or $11,535 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-89$706,674$123,190$1,384iApproximate average salary by contribution assumption: employee only about $34,604 at 4% or $23,069 at 6%; with 50% employer match about $23,069 at 4% or $15,380 at 6%; with 100% employer match about $17,302 at 4% or $11,535 at 6%.
2005198$680,268$143,979$1,469iApproximate average salary by contribution assumption: employee only about $36,729 at 4% or $24,486 at 6%; with 50% employer match about $24,486 at 4% or $16,324 at 6%; with 100% employer match about $18,365 at 4% or $12,243 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-98$680,268$143,979$1,469iApproximate average salary by contribution assumption: employee only about $36,729 at 4% or $24,486 at 6%; with 50% employer match about $24,486 at 4% or $16,324 at 6%; with 100% employer match about $18,365 at 4% or $12,243 at 6%.
20041120$621,758$191,176$1,593iApproximate average salary by contribution assumption: employee only about $39,828 at 4% or $26,552 at 6%; with 50% employer match about $26,552 at 4% or $17,701 at 6%; with 100% employer match about $19,914 at 4% or $13,276 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-120$621,758$191,176$1,593iApproximate average salary by contribution assumption: employee only about $39,828 at 4% or $26,552 at 6%; with 50% employer match about $26,552 at 4% or $17,701 at 6%; with 100% employer match about $19,914 at 4% or $13,276 at 6%.
20031127$420,914$137,655$1,084iApproximate average salary by contribution assumption: employee only about $27,097 at 4% or $18,065 at 6%; with 50% employer match about $18,065 at 4% or $12,043 at 6%; with 100% employer match about $13,549 at 4% or $9,032 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-127$420,914$137,655$1,084iApproximate average salary by contribution assumption: employee only about $27,097 at 4% or $18,065 at 6%; with 50% employer match about $18,065 at 4% or $12,043 at 6%; with 100% employer match about $13,549 at 4% or $9,032 at 6%.
20021106$227,829$122,375$1,154iApproximate average salary by contribution assumption: employee only about $28,862 at 4% or $19,241 at 6%; with 50% employer match about $19,241 at 4% or $12,828 at 6%; with 100% employer match about $14,431 at 4% or $9,621 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-106$227,829$122,375$1,154iApproximate average salary by contribution assumption: employee only about $28,862 at 4% or $19,241 at 6%; with 50% employer match about $19,241 at 4% or $12,828 at 6%; with 100% employer match about $14,431 at 4% or $9,621 at 6%.
2001185$0$0-
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-85---
2000161$90,671$100,537$1,648iApproximate average salary by contribution assumption: employee only about $41,204 at 4% or $27,469 at 6%; with 50% employer match about $27,469 at 4% or $18,313 at 6%; with 100% employer match about $20,602 at 4% or $13,735 at 6%.
Mcgregor & Surmount Corp. 401(K) Profit Sharing Plan-61$90,671$100,537$1,648iApproximate average salary by contribution assumption: employee only about $41,204 at 4% or $27,469 at 6%; with 50% employer match about $27,469 at 4% or $18,313 at 6%; with 100% employer match about $20,602 at 4% or $13,735 at 6%.