Civic Intelligence

Peterson Mcgregor & Associates

Plan context: Peterson Mcgregor & Associates 401K Plan

EIN 35-2171610 • Traverse City, MI • 19 filings • 1 plans

1368 Business Park DriveTraverse City, MI 49686-8640
Current Snapshot

Latest Year

2021

2021 Participants

75

2021 Assets

$6,592,052

2021 Contributions

$1,203,970

Historical Graphs

Total Assets Over Time

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

$6,592,052$3,296,026$0200320122021YearValue
$6,592,052Latest year 2021

Participants Over Time

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

75380200320122021YearValue
75Latest year 2021

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
2021175$6,592,052$1,203,970$16,053iApproximate average salary by contribution assumption: employee only about $401,323 at 4% or $267,549 at 6%; with 50% employer match about $267,549 at 4% or $178,366 at 6%; with 100% employer match about $200,662 at 4% or $133,774 at 6%.
Peterson Mcgregor & Associates 401K Plan-75$6,592,052$1,203,970$16,053iApproximate average salary by contribution assumption: employee only about $401,323 at 4% or $267,549 at 6%; with 50% employer match about $267,549 at 4% or $178,366 at 6%; with 100% employer match about $200,662 at 4% or $133,774 at 6%.
2020159$5,897,959$739,205$12,529iApproximate average salary by contribution assumption: employee only about $313,222 at 4% or $208,815 at 6%; with 50% employer match about $208,815 at 4% or $139,210 at 6%; with 100% employer match about $156,611 at 4% or $104,407 at 6%.
Peterson Mcgregor & Associates 401K Plan-59$5,897,959$739,205$12,529iApproximate average salary by contribution assumption: employee only about $313,222 at 4% or $208,815 at 6%; with 50% employer match about $208,815 at 4% or $139,210 at 6%; with 100% employer match about $156,611 at 4% or $104,407 at 6%.
2019149$4,574,358$667,202$13,616iApproximate average salary by contribution assumption: employee only about $340,409 at 4% or $226,939 at 6%; with 50% employer match about $226,939 at 4% or $151,293 at 6%; with 100% employer match about $170,205 at 4% or $113,470 at 6%.
Peterson Mcgregor & Associates 401K Plan-49$4,574,358$667,202$13,616iApproximate average salary by contribution assumption: employee only about $340,409 at 4% or $226,939 at 6%; with 50% employer match about $226,939 at 4% or $151,293 at 6%; with 100% employer match about $170,205 at 4% or $113,470 at 6%.
2018145$3,205,078$422,310$9,385iApproximate average salary by contribution assumption: employee only about $234,617 at 4% or $156,411 at 6%; with 50% employer match about $156,411 at 4% or $104,274 at 6%; with 100% employer match about $117,308 at 4% or $78,206 at 6%.
Peterson Mcgregor & Associates 401K Plan-45$3,205,078$422,310$9,385iApproximate average salary by contribution assumption: employee only about $234,617 at 4% or $156,411 at 6%; with 50% employer match about $156,411 at 4% or $104,274 at 6%; with 100% employer match about $117,308 at 4% or $78,206 at 6%.
2017140$3,119,405$314,848$7,871iApproximate average salary by contribution assumption: employee only about $196,780 at 4% or $131,187 at 6%; with 50% employer match about $131,187 at 4% or $87,458 at 6%; with 100% employer match about $98,390 at 4% or $65,593 at 6%.
Peterson Mcgregor & Associates 401K Plan-40$3,119,405$314,848$7,871iApproximate average salary by contribution assumption: employee only about $196,780 at 4% or $131,187 at 6%; with 50% employer match about $131,187 at 4% or $87,458 at 6%; with 100% employer match about $98,390 at 4% or $65,593 at 6%.
2016136$2,474,233$433,865$12,052iApproximate average salary by contribution assumption: employee only about $301,295 at 4% or $200,863 at 6%; with 50% employer match about $200,863 at 4% or $133,909 at 6%; with 100% employer match about $150,648 at 4% or $100,432 at 6%.
Peterson Mcgregor & Associates 401K Plan-36$2,474,233$433,865$12,052iApproximate average salary by contribution assumption: employee only about $301,295 at 4% or $200,863 at 6%; with 50% employer match about $200,863 at 4% or $133,909 at 6%; with 100% employer match about $150,648 at 4% or $100,432 at 6%.
2015138$2,057,364$907,732$23,888iApproximate average salary by contribution assumption: employee only about $597,192 at 4% or $398,128 at 6%; with 50% employer match about $398,128 at 4% or $265,419 at 6%; with 100% employer match about $298,596 at 4% or $199,064 at 6%.
Peterson Mcgregor & Associates 401K Plan-38$2,057,364$907,732$23,888iApproximate average salary by contribution assumption: employee only about $597,192 at 4% or $398,128 at 6%; with 50% employer match about $398,128 at 4% or $265,419 at 6%; with 100% employer match about $298,596 at 4% or $199,064 at 6%.
2014124$1,255,725$195,656$8,152iApproximate average salary by contribution assumption: employee only about $203,808 at 4% or $135,872 at 6%; with 50% employer match about $135,872 at 4% or $90,581 at 6%; with 100% employer match about $101,904 at 4% or $67,936 at 6%.
Peterson Mcgregor & Associates 401K Plan-24$1,255,725$195,656$8,152iApproximate average salary by contribution assumption: employee only about $203,808 at 4% or $135,872 at 6%; with 50% employer match about $135,872 at 4% or $90,581 at 6%; with 100% employer match about $101,904 at 4% or $67,936 at 6%.
2013118$1,134,043$165,717$9,207iApproximate average salary by contribution assumption: employee only about $230,163 at 4% or $153,442 at 6%; with 50% employer match about $153,442 at 4% or $102,294 at 6%; with 100% employer match about $115,081 at 4% or $76,721 at 6%.
Peterson Mcgregor & Associates 401K Plan-18$1,134,043$165,717$9,207iApproximate average salary by contribution assumption: employee only about $230,163 at 4% or $153,442 at 6%; with 50% employer match about $153,442 at 4% or $102,294 at 6%; with 100% employer match about $115,081 at 4% or $76,721 at 6%.
2012115$786,115$95,850$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.
Peterson Mcgregor & Associates 401K Plan-15$786,115$95,850$6,390iApproximate average salary by contribution assumption: employee only about $159,750 at 4% or $106,500 at 6%; with 50% employer match about $106,500 at 4% or $71,000 at 6%; with 100% employer match about $79,875 at 4% or $53,250 at 6%.
2011119$706,191$97,752$5,145iApproximate average salary by contribution assumption: employee only about $128,621 at 4% or $85,747 at 6%; with 50% employer match about $85,747 at 4% or $57,165 at 6%; with 100% employer match about $64,311 at 4% or $42,874 at 6%.
Peterson Mcgregor & Associates 401K Plan-19$706,191$97,752$5,145iApproximate average salary by contribution assumption: employee only about $128,621 at 4% or $85,747 at 6%; with 50% employer match about $85,747 at 4% or $57,165 at 6%; with 100% employer match about $64,311 at 4% or $42,874 at 6%.
2010118$641,246$120,479$6,693iApproximate average salary by contribution assumption: employee only about $167,332 at 4% or $111,555 at 6%; with 50% employer match about $111,555 at 4% or $74,370 at 6%; with 100% employer match about $83,666 at 4% or $55,777 at 6%.
Peterson Mcgregor & Associates 401K Plan-18$641,246$120,479$6,693iApproximate average salary by contribution assumption: employee only about $167,332 at 4% or $111,555 at 6%; with 50% employer match about $111,555 at 4% or $74,370 at 6%; with 100% employer match about $83,666 at 4% or $55,777 at 6%.
2009119$623,502$124,647$6,560iApproximate average salary by contribution assumption: employee only about $164,009 at 4% or $109,339 at 6%; with 50% employer match about $109,339 at 4% or $72,893 at 6%; with 100% employer match about $82,005 at 4% or $54,670 at 6%.
Peterson Mcgregor & Associates 401K Plan-19$623,502$124,647$6,560iApproximate average salary by contribution assumption: employee only about $164,009 at 4% or $109,339 at 6%; with 50% employer match about $109,339 at 4% or $72,893 at 6%; with 100% employer match about $82,005 at 4% or $54,670 at 6%.
2008118$477,319$140,844$7,825iApproximate average salary by contribution assumption: employee only about $195,617 at 4% or $130,411 at 6%; with 50% employer match about $130,411 at 4% or $86,941 at 6%; with 100% employer match about $97,808 at 4% or $65,206 at 6%.
Peterson Mcgregor & Associates 401K Plan-18$477,319$140,844$7,825iApproximate average salary by contribution assumption: employee only about $195,617 at 4% or $130,411 at 6%; with 50% employer match about $130,411 at 4% or $86,941 at 6%; with 100% employer match about $97,808 at 4% or $65,206 at 6%.
2007117$579,467$184,474$10,851iApproximate average salary by contribution assumption: employee only about $271,285 at 4% or $180,857 at 6%; with 50% employer match about $180,857 at 4% or $120,571 at 6%; with 100% employer match about $135,643 at 4% or $90,428 at 6%.
Peterson Mcgregor & Associates 401K Plan-17$579,467$184,474$10,851iApproximate average salary by contribution assumption: employee only about $271,285 at 4% or $180,857 at 6%; with 50% employer match about $180,857 at 4% or $120,571 at 6%; with 100% employer match about $135,643 at 4% or $90,428 at 6%.
2006113$356,000$105,117$8,086iApproximate average salary by contribution assumption: employee only about $202,148 at 4% or $134,765 at 6%; with 50% employer match about $134,765 at 4% or $89,844 at 6%; with 100% employer match about $101,074 at 4% or $67,383 at 6%.
Peterson Mcgregor & Associates 401K Plan-13$356,000$105,117$8,086iApproximate average salary by contribution assumption: employee only about $202,148 at 4% or $134,765 at 6%; with 50% employer match about $134,765 at 4% or $89,844 at 6%; with 100% employer match about $101,074 at 4% or $67,383 at 6%.
2005114$204,334$72,255$5,161iApproximate average salary by contribution assumption: employee only about $129,027 at 4% or $86,018 at 6%; with 50% employer match about $86,018 at 4% or $57,345 at 6%; with 100% employer match about $64,513 at 4% or $43,009 at 6%.
Peterson Mcgregor & Associates 401K Plan-14$204,334$72,255$5,161iApproximate average salary by contribution assumption: employee only about $129,027 at 4% or $86,018 at 6%; with 50% employer match about $86,018 at 4% or $57,345 at 6%; with 100% employer match about $64,513 at 4% or $43,009 at 6%.
2004114$123,556$66,944$4,782iApproximate average salary by contribution assumption: employee only about $119,543 at 4% or $79,695 at 6%; with 50% employer match about $79,695 at 4% or $53,130 at 6%; with 100% employer match about $59,771 at 4% or $39,848 at 6%.
Peterson Mcgregor & Associates 401K Plan-14$123,556$66,944$4,782iApproximate average salary by contribution assumption: employee only about $119,543 at 4% or $79,695 at 6%; with 50% employer match about $79,695 at 4% or $53,130 at 6%; with 100% employer match about $59,771 at 4% or $39,848 at 6%.
2003112$53,808$48,340$4,028iApproximate average salary by contribution assumption: employee only about $100,708 at 4% or $67,139 at 6%; with 50% employer match about $67,139 at 4% or $44,759 at 6%; with 100% employer match about $50,354 at 4% or $33,569 at 6%.
Peterson Mcgregor & Associates 401K Plan-12$53,808$48,340$4,028iApproximate average salary by contribution assumption: employee only about $100,708 at 4% or $67,139 at 6%; with 50% employer match about $67,139 at 4% or $44,759 at 6%; with 100% employer match about $50,354 at 4% or $33,569 at 6%.