Civic Intelligence

MCGREGOR & ASSOCIATES, INC.

Plan context: Mcgregor and Associates Inc 401K Profit Sharing Plan

EIN 61-1211399 • Lexington, KY • 28 filings • 3 plans

997 Governors Lane Suite 175Lexington, KY 40513
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$2,478,197

2024 Contributions

$293,923

Historical Graphs

Total Assets Over Time

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

$2,478,197$1,239,099$0200220142024YearValue
$2,478,197Latest year 2024

Participants Over Time

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

32160200120132024YearValue
32Latest year 2024

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
2024132$2,478,197$293,923$9,185iApproximate average salary by contribution assumption: employee only about $229,627 at 4% or $153,085 at 6%; with 50% employer match about $153,085 at 4% or $102,057 at 6%; with 100% employer match about $114,814 at 4% or $76,542 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-32$2,478,197$293,923$9,185iApproximate average salary by contribution assumption: employee only about $229,627 at 4% or $153,085 at 6%; with 50% employer match about $153,085 at 4% or $102,057 at 6%; with 100% employer match about $114,814 at 4% or $76,542 at 6%.
2023231$1,940,173$782,468$25,241iApproximate average salary by contribution assumption: employee only about $631,023 at 4% or $420,682 at 6%; with 50% employer match about $420,682 at 4% or $280,454 at 6%; with 100% employer match about $315,511 at 4% or $210,341 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-29$1,912,212$602,598$20,779iApproximate average salary by contribution assumption: employee only about $519,481 at 4% or $346,321 at 6%; with 50% employer match about $346,321 at 4% or $230,880 at 6%; with 100% employer match about $259,741 at 4% or $173,160 at 6%.
MCGREGOR AND ASSOCIATES CBS BENEFIT PLAN-31$27,961$179,870$5,802iApproximate average salary by contribution assumption: employee only about $145,056 at 4% or $96,704 at 6%; with 50% employer match about $96,704 at 4% or $64,470 at 6%; with 100% employer match about $72,528 at 4% or $48,352 at 6%.
2022227$1,062,445$322,805$11,956iApproximate average salary by contribution assumption: employee only about $298,894 at 4% or $199,262 at 6%; with 50% employer match about $199,262 at 4% or $132,842 at 6%; with 100% employer match about $149,447 at 4% or $99,631 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-27$1,049,124$177,308$6,567iApproximate average salary by contribution assumption: employee only about $164,174 at 4% or $109,449 at 6%; with 50% employer match about $109,449 at 4% or $72,966 at 6%; with 100% employer match about $82,087 at 4% or $54,725 at 6%.
MCGREGOR AND ASSOCIATES CBS BENEFIT PLAN-21$13,321$145,497$6,928iApproximate average salary by contribution assumption: employee only about $173,211 at 4% or $115,474 at 6%; with 50% employer match about $115,474 at 4% or $76,983 at 6%; with 100% employer match about $86,605 at 4% or $57,737 at 6%.
2021222$1,235,287$283,138$12,870iApproximate average salary by contribution assumption: employee only about $321,748 at 4% or $214,498 at 6%; with 50% employer match about $214,498 at 4% or $142,999 at 6%; with 100% employer match about $160,874 at 4% or $107,249 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-22$1,225,269$154,634$7,029iApproximate average salary by contribution assumption: employee only about $175,720 at 4% or $117,147 at 6%; with 50% employer match about $117,147 at 4% or $78,098 at 6%; with 100% employer match about $87,860 at 4% or $58,573 at 6%.
MCGREGOR AND ASSOCIATES CBS BENEFIT PLAN-21$10,018$128,504$6,119iApproximate average salary by contribution assumption: employee only about $152,981 at 4% or $101,987 at 6%; with 50% employer match about $101,987 at 4% or $67,992 at 6%; with 100% employer match about $76,490 at 4% or $50,994 at 6%.
2020226$1,063,535$216,447$8,325iApproximate average salary by contribution assumption: employee only about $208,122 at 4% or $138,748 at 6%; with 50% employer match about $138,748 at 4% or $92,499 at 6%; with 100% employer match about $104,061 at 4% or $69,374 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-26$1,058,141$162,089$6,234iApproximate average salary by contribution assumption: employee only about $155,855 at 4% or $103,903 at 6%; with 50% employer match about $103,903 at 4% or $69,269 at 6%; with 100% employer match about $77,927 at 4% or $51,952 at 6%.
MCGREGOR AND ASSOCIATES CBS BENEFIT PLAN-19$5,394$54,358$2,861iApproximate average salary by contribution assumption: employee only about $71,524 at 4% or $47,682 at 6%; with 50% employer match about $47,682 at 4% or $31,788 at 6%; with 100% employer match about $35,762 at 4% or $23,841 at 6%.
2019124$876,977$168,474$7,020iApproximate average salary by contribution assumption: employee only about $175,494 at 4% or $116,996 at 6%; with 50% employer match about $116,996 at 4% or $77,997 at 6%; with 100% employer match about $87,747 at 4% or $58,498 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-24$876,977$168,474$7,020iApproximate average salary by contribution assumption: employee only about $175,494 at 4% or $116,996 at 6%; with 50% employer match about $116,996 at 4% or $77,997 at 6%; with 100% employer match about $87,747 at 4% or $58,498 at 6%.
2018126$736,216$154,532$5,944iApproximate average salary by contribution assumption: employee only about $148,588 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,039 at 6%; with 100% employer match about $74,294 at 4% or $49,529 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-26$736,216$154,532$5,944iApproximate average salary by contribution assumption: employee only about $148,588 at 4% or $99,059 at 6%; with 50% employer match about $99,059 at 4% or $66,039 at 6%; with 100% employer match about $74,294 at 4% or $49,529 at 6%.
2017123$714,261$148,393$6,452iApproximate average salary by contribution assumption: employee only about $161,297 at 4% or $107,531 at 6%; with 50% employer match about $107,531 at 4% or $71,687 at 6%; with 100% employer match about $80,648 at 4% or $53,766 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-23$714,261$148,393$6,452iApproximate average salary by contribution assumption: employee only about $161,297 at 4% or $107,531 at 6%; with 50% employer match about $107,531 at 4% or $71,687 at 6%; with 100% employer match about $80,648 at 4% or $53,766 at 6%.
2016121$474,338$109,512$5,215iApproximate average salary by contribution assumption: employee only about $130,371 at 4% or $86,914 at 6%; with 50% employer match about $86,914 at 4% or $57,943 at 6%; with 100% employer match about $65,186 at 4% or $43,457 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-21$474,338$109,512$5,215iApproximate average salary by contribution assumption: employee only about $130,371 at 4% or $86,914 at 6%; with 50% employer match about $86,914 at 4% or $57,943 at 6%; with 100% employer match about $65,186 at 4% or $43,457 at 6%.
2015119$342,479$108,137$5,691iApproximate average salary by contribution assumption: employee only about $142,286 at 4% or $94,857 at 6%; with 50% employer match about $94,857 at 4% or $63,238 at 6%; with 100% employer match about $71,143 at 4% or $47,429 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-19$342,479$108,137$5,691iApproximate average salary by contribution assumption: employee only about $142,286 at 4% or $94,857 at 6%; with 50% employer match about $94,857 at 4% or $63,238 at 6%; with 100% employer match about $71,143 at 4% or $47,429 at 6%.
2014115$263,739$66,153$4,410iApproximate average salary by contribution assumption: employee only about $110,255 at 4% or $73,503 at 6%; with 50% employer match about $73,503 at 4% or $49,002 at 6%; with 100% employer match about $55,128 at 4% or $36,752 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-15$263,739$66,153$4,410iApproximate average salary by contribution assumption: employee only about $110,255 at 4% or $73,503 at 6%; with 50% employer match about $73,503 at 4% or $49,002 at 6%; with 100% employer match about $55,128 at 4% or $36,752 at 6%.
2013110$213,036$59,299$5,930iApproximate average salary by contribution assumption: employee only about $148,248 at 4% or $98,832 at 6%; with 50% employer match about $98,832 at 4% or $65,888 at 6%; with 100% employer match about $74,124 at 4% or $49,416 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-10$213,036$59,299$5,930iApproximate average salary by contribution assumption: employee only about $148,248 at 4% or $98,832 at 6%; with 50% employer match about $98,832 at 4% or $65,888 at 6%; with 100% employer match about $74,124 at 4% or $49,416 at 6%.
2012111$136,919$55,226$5,021iApproximate average salary by contribution assumption: employee only about $125,514 at 4% or $83,676 at 6%; with 50% employer match about $83,676 at 4% or $55,784 at 6%; with 100% employer match about $62,757 at 4% or $41,838 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-11$136,919$55,226$5,021iApproximate average salary by contribution assumption: employee only about $125,514 at 4% or $83,676 at 6%; with 50% employer match about $83,676 at 4% or $55,784 at 6%; with 100% employer match about $62,757 at 4% or $41,838 at 6%.
2011114$177,339$55,986$3,999iApproximate average salary by contribution assumption: employee only about $99,975 at 4% or $66,650 at 6%; with 50% employer match about $66,650 at 4% or $44,433 at 6%; with 100% employer match about $49,988 at 4% or $33,325 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-14$177,339$55,986$3,999iApproximate average salary by contribution assumption: employee only about $99,975 at 4% or $66,650 at 6%; with 50% employer match about $66,650 at 4% or $44,433 at 6%; with 100% employer match about $49,988 at 4% or $33,325 at 6%.
2010110$140,554$44,774$4,477iApproximate average salary by contribution assumption: employee only about $111,935 at 4% or $74,623 at 6%; with 50% employer match about $74,623 at 4% or $49,749 at 6%; with 100% employer match about $55,967 at 4% or $37,312 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-10$140,554$44,774$4,477iApproximate average salary by contribution assumption: employee only about $111,935 at 4% or $74,623 at 6%; with 50% employer match about $74,623 at 4% or $49,749 at 6%; with 100% employer match about $55,967 at 4% or $37,312 at 6%.
2009111$145,892$46,083$4,189iApproximate average salary by contribution assumption: employee only about $104,734 at 4% or $69,823 at 6%; with 50% employer match about $69,823 at 4% or $46,548 at 6%; with 100% employer match about $52,367 at 4% or $34,911 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-11$145,892$46,083$4,189iApproximate average salary by contribution assumption: employee only about $104,734 at 4% or $69,823 at 6%; with 50% employer match about $69,823 at 4% or $46,548 at 6%; with 100% employer match about $52,367 at 4% or $34,911 at 6%.
200819$113,433$41,190$4,577iApproximate average salary by contribution assumption: employee only about $114,417 at 4% or $76,278 at 6%; with 50% employer match about $76,278 at 4% or $50,852 at 6%; with 100% employer match about $57,208 at 4% or $38,139 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-9$113,433$41,190$4,577iApproximate average salary by contribution assumption: employee only about $114,417 at 4% or $76,278 at 6%; with 50% employer match about $76,278 at 4% or $50,852 at 6%; with 100% employer match about $57,208 at 4% or $38,139 at 6%.
200715$0$0-
Mcgregor and Associates Inc 401K Profit Sharing Plan-5---
200615$122,344$24,351$4,870iApproximate average salary by contribution assumption: employee only about $121,755 at 4% or $81,170 at 6%; with 50% employer match about $81,170 at 4% or $54,113 at 6%; with 100% employer match about $60,878 at 4% or $40,585 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-5$122,344$24,351$4,870iApproximate average salary by contribution assumption: employee only about $121,755 at 4% or $81,170 at 6%; with 50% employer match about $81,170 at 4% or $54,113 at 6%; with 100% employer match about $60,878 at 4% or $40,585 at 6%.
200515$85,057$22,153$4,431iApproximate average salary by contribution assumption: employee only about $110,765 at 4% or $73,843 at 6%; with 50% employer match about $73,843 at 4% or $49,229 at 6%; with 100% employer match about $55,383 at 4% or $36,922 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-5$85,057$22,153$4,431iApproximate average salary by contribution assumption: employee only about $110,765 at 4% or $73,843 at 6%; with 50% employer match about $73,843 at 4% or $49,229 at 6%; with 100% employer match about $55,383 at 4% or $36,922 at 6%.
200416$64,569$24,589$4,098iApproximate average salary by contribution assumption: employee only about $102,454 at 4% or $68,303 at 6%; with 50% employer match about $68,303 at 4% or $45,535 at 6%; with 100% employer match about $51,227 at 4% or $34,151 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-6$64,569$24,589$4,098iApproximate average salary by contribution assumption: employee only about $102,454 at 4% or $68,303 at 6%; with 50% employer match about $68,303 at 4% or $45,535 at 6%; with 100% employer match about $51,227 at 4% or $34,151 at 6%.
200316$41,088$20,448$3,408iApproximate average salary by contribution assumption: employee only about $85,200 at 4% or $56,800 at 6%; with 50% employer match about $56,800 at 4% or $37,867 at 6%; with 100% employer match about $42,600 at 4% or $28,400 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-6$41,088$20,448$3,408iApproximate average salary by contribution assumption: employee only about $85,200 at 4% or $56,800 at 6%; with 50% employer match about $56,800 at 4% or $37,867 at 6%; with 100% employer match about $42,600 at 4% or $28,400 at 6%.
200215$23,463$19,171$3,834iApproximate average salary by contribution assumption: employee only about $95,855 at 4% or $63,903 at 6%; with 50% employer match about $63,903 at 4% or $42,602 at 6%; with 100% employer match about $47,928 at 4% or $31,952 at 6%.
Mcgregor and Associates Inc 401K Profit Sharing Plan-5$23,463$19,171$3,834iApproximate average salary by contribution assumption: employee only about $95,855 at 4% or $63,903 at 6%; with 50% employer match about $63,903 at 4% or $42,602 at 6%; with 100% employer match about $47,928 at 4% or $31,952 at 6%.
200115$0$0-
Mcgregor and Associates Inc 401K Profit Sharing Plan-5---