Civic Intelligence

MARK GREGORY INSURANCE AGENCY, INC.

Plan context: MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN

EIN 33-1116554 • Pueblo West, CO • 9 filings • 1 plans

179 S Purcell Blvd.Pueblo West, CO 81007-5081
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$711,947

2025 Contributions

$83,957

Historical Graphs

Total Assets Over Time

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

$711,947$355,974$0201720212025YearValue
$711,947Latest year 2025

Participants Over Time

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

530201720212025YearValue
5Latest 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
202515$711,947$83,957$16,791iApproximate average salary by contribution assumption: employee only about $419,785 at 4% or $279,857 at 6%; with 50% employer match about $279,857 at 4% or $186,571 at 6%; with 100% employer match about $209,893 at 4% or $139,928 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-5$711,947$83,957$16,791iApproximate average salary by contribution assumption: employee only about $419,785 at 4% or $279,857 at 6%; with 50% employer match about $279,857 at 4% or $186,571 at 6%; with 100% employer match about $209,893 at 4% or $139,928 at 6%.
202415$535,160$79,994$15,999iApproximate average salary by contribution assumption: employee only about $399,970 at 4% or $266,647 at 6%; with 50% employer match about $266,647 at 4% or $177,764 at 6%; with 100% employer match about $199,985 at 4% or $133,323 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-5$535,160$79,994$15,999iApproximate average salary by contribution assumption: employee only about $399,970 at 4% or $266,647 at 6%; with 50% employer match about $266,647 at 4% or $177,764 at 6%; with 100% employer match about $199,985 at 4% or $133,323 at 6%.
202314$385,337$43,660$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-4$385,337$43,660$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
202213$285,353$39,694$13,231iApproximate average salary by contribution assumption: employee only about $330,783 at 4% or $220,522 at 6%; with 50% employer match about $220,522 at 4% or $147,015 at 6%; with 100% employer match about $165,392 at 4% or $110,261 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-3$285,353$39,694$13,231iApproximate average salary by contribution assumption: employee only about $330,783 at 4% or $220,522 at 6%; with 50% employer match about $220,522 at 4% or $147,015 at 6%; with 100% employer match about $165,392 at 4% or $110,261 at 6%.
202113$291,683$42,479$14,160iApproximate average salary by contribution assumption: employee only about $353,992 at 4% or $235,994 at 6%; with 50% employer match about $235,994 at 4% or $157,330 at 6%; with 100% employer match about $176,996 at 4% or $117,997 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-3$291,683$42,479$14,160iApproximate average salary by contribution assumption: employee only about $353,992 at 4% or $235,994 at 6%; with 50% employer match about $235,994 at 4% or $157,330 at 6%; with 100% employer match about $176,996 at 4% or $117,997 at 6%.
202013$203,959$39,146$13,049iApproximate average salary by contribution assumption: employee only about $326,217 at 4% or $217,478 at 6%; with 50% employer match about $217,478 at 4% or $144,985 at 6%; with 100% employer match about $163,108 at 4% or $108,739 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-3$203,959$39,146$13,049iApproximate average salary by contribution assumption: employee only about $326,217 at 4% or $217,478 at 6%; with 50% employer match about $217,478 at 4% or $144,985 at 6%; with 100% employer match about $163,108 at 4% or $108,739 at 6%.
201913$133,669$37,884$12,628iApproximate average salary by contribution assumption: employee only about $315,700 at 4% or $210,467 at 6%; with 50% employer match about $210,467 at 4% or $140,311 at 6%; with 100% employer match about $157,850 at 4% or $105,233 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-3$133,669$37,884$12,628iApproximate average salary by contribution assumption: employee only about $315,700 at 4% or $210,467 at 6%; with 50% employer match about $210,467 at 4% or $140,311 at 6%; with 100% employer match about $157,850 at 4% or $105,233 at 6%.
201813$73,715$39,265$13,088iApproximate average salary by contribution assumption: employee only about $327,208 at 4% or $218,139 at 6%; with 50% employer match about $218,139 at 4% or $145,426 at 6%; with 100% employer match about $163,604 at 4% or $109,069 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-3$73,715$39,265$13,088iApproximate average salary by contribution assumption: employee only about $327,208 at 4% or $218,139 at 6%; with 50% employer match about $218,139 at 4% or $145,426 at 6%; with 100% employer match about $163,604 at 4% or $109,069 at 6%.
201713$39,806$36,822$12,274iApproximate average salary by contribution assumption: employee only about $306,850 at 4% or $204,567 at 6%; with 50% employer match about $204,567 at 4% or $136,378 at 6%; with 100% employer match about $153,425 at 4% or $102,283 at 6%.
MARK GREGORY INSURANCE AGENCY INC 401(K) PLAN-3$39,806$36,822$12,274iApproximate average salary by contribution assumption: employee only about $306,850 at 4% or $204,567 at 6%; with 50% employer match about $204,567 at 4% or $136,378 at 6%; with 100% employer match about $153,425 at 4% or $102,283 at 6%.