Gregory & Associates, PLLC
Plan context: Gregory & Associates 401-K Profit Sharing Plan
EIN 54-0890880 • Petersburg, VA • 25 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$6,237,400
2024 Contributions
$46,395
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $6,237,400 | $46,395 | $4,218iApproximate average salary by contribution assumption: employee only about $105,443 at 4% or $70,295 at 6%; with 50% employer match about $70,295 at 4% or $46,864 at 6%; with 100% employer match about $52,722 at 4% or $35,148 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $6,237,400 | $46,395 | $4,218iApproximate average salary by contribution assumption: employee only about $105,443 at 4% or $70,295 at 6%; with 50% employer match about $70,295 at 4% or $46,864 at 6%; with 100% employer match about $52,722 at 4% or $35,148 at 6%. |
| 2023 | 1 | 10 | $5,626,103 | $70,860 | $7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $5,626,103 | $70,860 | $7,086iApproximate average salary by contribution assumption: employee only about $177,150 at 4% or $118,100 at 6%; with 50% employer match about $118,100 at 4% or $78,733 at 6%; with 100% employer match about $88,575 at 4% or $59,050 at 6%. |
| 2022 | 1 | 10 | $5,056,005 | $98,053 | $9,805iApproximate average salary by contribution assumption: employee only about $245,132 at 4% or $163,422 at 6%; with 50% employer match about $163,422 at 4% or $108,948 at 6%; with 100% employer match about $122,566 at 4% or $81,711 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $5,056,005 | $98,053 | $9,805iApproximate average salary by contribution assumption: employee only about $245,132 at 4% or $163,422 at 6%; with 50% employer match about $163,422 at 4% or $108,948 at 6%; with 100% employer match about $122,566 at 4% or $81,711 at 6%. |
| 2021 | 1 | 10 | $5,867,330 | $39,081 | $3,908iApproximate average salary by contribution assumption: employee only about $97,703 at 4% or $65,135 at 6%; with 50% employer match about $65,135 at 4% or $43,423 at 6%; with 100% employer match about $48,851 at 4% or $32,568 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $5,867,330 | $39,081 | $3,908iApproximate average salary by contribution assumption: employee only about $97,703 at 4% or $65,135 at 6%; with 50% employer match about $65,135 at 4% or $43,423 at 6%; with 100% employer match about $48,851 at 4% or $32,568 at 6%. |
| 2020 | 1 | 10 | $5,168,388 | $77,664 | $7,766iApproximate average salary by contribution assumption: employee only about $194,160 at 4% or $129,440 at 6%; with 50% employer match about $129,440 at 4% or $86,293 at 6%; with 100% employer match about $97,080 at 4% or $64,720 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $5,168,388 | $77,664 | $7,766iApproximate average salary by contribution assumption: employee only about $194,160 at 4% or $129,440 at 6%; with 50% employer match about $129,440 at 4% or $86,293 at 6%; with 100% employer match about $97,080 at 4% or $64,720 at 6%. |
| 2019 | 1 | 10 | $4,514,586 | $81,204 | $8,120iApproximate average salary by contribution assumption: employee only about $203,010 at 4% or $135,340 at 6%; with 50% employer match about $135,340 at 4% or $90,227 at 6%; with 100% employer match about $101,505 at 4% or $67,670 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $4,514,586 | $81,204 | $8,120iApproximate average salary by contribution assumption: employee only about $203,010 at 4% or $135,340 at 6%; with 50% employer match about $135,340 at 4% or $90,227 at 6%; with 100% employer match about $101,505 at 4% or $67,670 at 6%. |
| 2018 | 1 | 11 | $3,745,326 | $54,893 | $4,990iApproximate average salary by contribution assumption: employee only about $124,757 at 4% or $83,171 at 6%; with 50% employer match about $83,171 at 4% or $55,447 at 6%; with 100% employer match about $62,378 at 4% or $41,586 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $3,745,326 | $54,893 | $4,990iApproximate average salary by contribution assumption: employee only about $124,757 at 4% or $83,171 at 6%; with 50% employer match about $83,171 at 4% or $55,447 at 6%; with 100% employer match about $62,378 at 4% or $41,586 at 6%. |
| 2017 | 1 | 10 | $3,935,394 | $51,243 | $5,124iApproximate average salary by contribution assumption: employee only about $128,108 at 4% or $85,405 at 6%; with 50% employer match about $85,405 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,703 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $3,935,394 | $51,243 | $5,124iApproximate average salary by contribution assumption: employee only about $128,108 at 4% or $85,405 at 6%; with 50% employer match about $85,405 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,703 at 6%. |
| 2016 | 1 | 10 | $3,385,401 | $53,991 | $5,399iApproximate average salary by contribution assumption: employee only about $134,978 at 4% or $89,985 at 6%; with 50% employer match about $89,985 at 4% or $59,990 at 6%; with 100% employer match about $67,489 at 4% or $44,993 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $3,385,401 | $53,991 | $5,399iApproximate average salary by contribution assumption: employee only about $134,978 at 4% or $89,985 at 6%; with 50% employer match about $89,985 at 4% or $59,990 at 6%; with 100% employer match about $67,489 at 4% or $44,993 at 6%. |
| 2015 | 1 | 11 | $3,524,091 | $78,195 | $7,109iApproximate average salary by contribution assumption: employee only about $177,716 at 4% or $118,477 at 6%; with 50% employer match about $118,477 at 4% or $78,985 at 6%; with 100% employer match about $88,858 at 4% or $59,239 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $3,524,091 | $78,195 | $7,109iApproximate average salary by contribution assumption: employee only about $177,716 at 4% or $118,477 at 6%; with 50% employer match about $118,477 at 4% or $78,985 at 6%; with 100% employer match about $88,858 at 4% or $59,239 at 6%. |
| 2014 | 1 | 11 | $3,498,064 | $80,542 | $7,322iApproximate average salary by contribution assumption: employee only about $183,050 at 4% or $122,033 at 6%; with 50% employer match about $122,033 at 4% or $81,356 at 6%; with 100% employer match about $91,525 at 4% or $61,017 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $3,498,064 | $80,542 | $7,322iApproximate average salary by contribution assumption: employee only about $183,050 at 4% or $122,033 at 6%; with 50% employer match about $122,033 at 4% or $81,356 at 6%; with 100% employer match about $91,525 at 4% or $61,017 at 6%. |
| 2013 | 1 | 12 | $3,245,511 | $79,479 | $6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,388 at 6%; with 50% employer match about $110,388 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $3,245,511 | $79,479 | $6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,388 at 6%; with 50% employer match about $110,388 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%. |
| 2012 | 1 | 11 | $2,659,014 | $102,279 | $9,298iApproximate average salary by contribution assumption: employee only about $232,452 at 4% or $154,968 at 6%; with 50% employer match about $154,968 at 4% or $103,312 at 6%; with 100% employer match about $116,226 at 4% or $77,484 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $2,659,014 | $102,279 | $9,298iApproximate average salary by contribution assumption: employee only about $232,452 at 4% or $154,968 at 6%; with 50% employer match about $154,968 at 4% or $103,312 at 6%; with 100% employer match about $116,226 at 4% or $77,484 at 6%. |
| 2011 | 1 | 11 | $2,289,000 | $96,408 | $8,764iApproximate average salary by contribution assumption: employee only about $219,109 at 4% or $146,073 at 6%; with 50% employer match about $146,073 at 4% or $97,382 at 6%; with 100% employer match about $109,555 at 4% or $73,036 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $2,289,000 | $96,408 | $8,764iApproximate average salary by contribution assumption: employee only about $219,109 at 4% or $146,073 at 6%; with 50% employer match about $146,073 at 4% or $97,382 at 6%; with 100% employer match about $109,555 at 4% or $73,036 at 6%. |
| 2010 | 1 | 12 | $2,207,822 | $96,514 | $8,043iApproximate average salary by contribution assumption: employee only about $201,071 at 4% or $134,047 at 6%; with 50% employer match about $134,047 at 4% or $89,365 at 6%; with 100% employer match about $100,535 at 4% or $67,024 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $2,207,822 | $96,514 | $8,043iApproximate average salary by contribution assumption: employee only about $201,071 at 4% or $134,047 at 6%; with 50% employer match about $134,047 at 4% or $89,365 at 6%; with 100% employer match about $100,535 at 4% or $67,024 at 6%. |
| 2009 | 1 | 12 | $1,898,850 | $87,834 | $7,320iApproximate average salary by contribution assumption: employee only about $182,988 at 4% or $121,992 at 6%; with 50% employer match about $121,992 at 4% or $81,328 at 6%; with 100% employer match about $91,494 at 4% or $60,996 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $1,898,850 | $87,834 | $7,320iApproximate average salary by contribution assumption: employee only about $182,988 at 4% or $121,992 at 6%; with 50% employer match about $121,992 at 4% or $81,328 at 6%; with 100% employer match about $91,494 at 4% or $60,996 at 6%. |
| 2008 | 1 | 12 | $1,405,614 | $102,917 | $8,576iApproximate average salary by contribution assumption: employee only about $214,410 at 4% or $142,940 at 6%; with 50% employer match about $142,940 at 4% or $95,294 at 6%; with 100% employer match about $107,205 at 4% or $71,470 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $1,405,614 | $102,917 | $8,576iApproximate average salary by contribution assumption: employee only about $214,410 at 4% or $142,940 at 6%; with 50% employer match about $142,940 at 4% or $95,294 at 6%; with 100% employer match about $107,205 at 4% or $71,470 at 6%. |
| 2007 | 1 | 12 | $2,031,467 | $99,023 | $8,252iApproximate average salary by contribution assumption: employee only about $206,298 at 4% or $137,532 at 6%; with 50% employer match about $137,532 at 4% or $91,688 at 6%; with 100% employer match about $103,149 at 4% or $68,766 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $2,031,467 | $99,023 | $8,252iApproximate average salary by contribution assumption: employee only about $206,298 at 4% or $137,532 at 6%; with 50% employer match about $137,532 at 4% or $91,688 at 6%; with 100% employer match about $103,149 at 4% or $68,766 at 6%. |
| 2006 | 1 | 12 | $1,739,995 | $95,028 | $7,919iApproximate average salary by contribution assumption: employee only about $197,975 at 4% or $131,983 at 6%; with 50% employer match about $131,983 at 4% or $87,989 at 6%; with 100% employer match about $98,988 at 4% or $65,992 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $1,739,995 | $95,028 | $7,919iApproximate average salary by contribution assumption: employee only about $197,975 at 4% or $131,983 at 6%; with 50% employer match about $131,983 at 4% or $87,989 at 6%; with 100% employer match about $98,988 at 4% or $65,992 at 6%. |
| 2005 | 1 | 12 | $1,384,502 | $86,773 | $7,231iApproximate average salary by contribution assumption: employee only about $180,777 at 4% or $120,518 at 6%; with 50% employer match about $120,518 at 4% or $80,345 at 6%; with 100% employer match about $90,389 at 4% or $60,259 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 12 | $1,384,502 | $86,773 | $7,231iApproximate average salary by contribution assumption: employee only about $180,777 at 4% or $120,518 at 6%; with 50% employer match about $120,518 at 4% or $80,345 at 6%; with 100% employer match about $90,389 at 4% or $60,259 at 6%. |
| 2004 | 1 | 11 | $1,171,978 | $79,676 | $7,243iApproximate average salary by contribution assumption: employee only about $181,082 at 4% or $120,721 at 6%; with 50% employer match about $120,721 at 4% or $80,481 at 6%; with 100% employer match about $90,541 at 4% or $60,361 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 11 | $1,171,978 | $79,676 | $7,243iApproximate average salary by contribution assumption: employee only about $181,082 at 4% or $120,721 at 6%; with 50% employer match about $120,721 at 4% or $80,481 at 6%; with 100% employer match about $90,541 at 4% or $60,361 at 6%. |
| 2003 | 1 | 10 | $954,249 | $83,236 | $8,324iApproximate average salary by contribution assumption: employee only about $208,090 at 4% or $138,727 at 6%; with 50% employer match about $138,727 at 4% or $92,484 at 6%; with 100% employer match about $104,045 at 4% or $69,363 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $954,249 | $83,236 | $8,324iApproximate average salary by contribution assumption: employee only about $208,090 at 4% or $138,727 at 6%; with 50% employer match about $138,727 at 4% or $92,484 at 6%; with 100% employer match about $104,045 at 4% or $69,363 at 6%. |
| 2002 | 1 | 10 | $655,641 | $76,479 | $7,648iApproximate average salary by contribution assumption: employee only about $191,198 at 4% or $127,465 at 6%; with 50% employer match about $127,465 at 4% or $84,977 at 6%; with 100% employer match about $95,599 at 4% or $63,733 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 10 | $655,641 | $76,479 | $7,648iApproximate average salary by contribution assumption: employee only about $191,198 at 4% or $127,465 at 6%; with 50% employer match about $127,465 at 4% or $84,977 at 6%; with 100% employer match about $95,599 at 4% or $63,733 at 6%. |
| 2001 | 1 | 9 | $0 | $0 | - |
| Gregory & Associates 401-K Profit Sharing Plan | - | 9 | - | - | - |
| 2000 | 1 | 9 | $698,969 | $55,818 | $6,202iApproximate average salary by contribution assumption: employee only about $155,050 at 4% or $103,367 at 6%; with 50% employer match about $103,367 at 4% or $68,911 at 6%; with 100% employer match about $77,525 at 4% or $51,683 at 6%. |
| Gregory & Associates 401-K Profit Sharing Plan | - | 9 | $698,969 | $55,818 | $6,202iApproximate average salary by contribution assumption: employee only about $155,050 at 4% or $103,367 at 6%; with 50% employer match about $103,367 at 4% or $68,911 at 6%; with 100% employer match about $77,525 at 4% or $51,683 at 6%. |