Martha Gregory & Associates Inc.
Plan context: Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust
EIN 61-1251828 • Louisville, KY • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$3,637,365
2025 Contributions
$42,842
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 20 | $3,637,365 | $42,842 | $2,142iApproximate average salary by contribution assumption: employee only about $53,553 at 4% or $35,702 at 6%; with 50% employer match about $35,702 at 4% or $23,801 at 6%; with 100% employer match about $26,776 at 4% or $17,851 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 20 | $3,637,365 | $42,842 | $2,142iApproximate average salary by contribution assumption: employee only about $53,553 at 4% or $35,702 at 6%; with 50% employer match about $35,702 at 4% or $23,801 at 6%; with 100% employer match about $26,776 at 4% or $17,851 at 6%. |
| 2024 | 1 | 20 | $3,047,413 | $42,655 | $2,133iApproximate average salary by contribution assumption: employee only about $53,319 at 4% or $35,546 at 6%; with 50% employer match about $35,546 at 4% or $23,697 at 6%; with 100% employer match about $26,659 at 4% or $17,773 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 20 | $3,047,413 | $42,655 | $2,133iApproximate average salary by contribution assumption: employee only about $53,319 at 4% or $35,546 at 6%; with 50% employer match about $35,546 at 4% or $23,697 at 6%; with 100% employer match about $26,659 at 4% or $17,773 at 6%. |
| 2023 | 1 | 22 | $2,540,126 | $40,847 | $1,857iApproximate average salary by contribution assumption: employee only about $46,417 at 4% or $30,945 at 6%; with 50% employer match about $30,945 at 4% or $20,630 at 6%; with 100% employer match about $23,209 at 4% or $15,472 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 22 | $2,540,126 | $40,847 | $1,857iApproximate average salary by contribution assumption: employee only about $46,417 at 4% or $30,945 at 6%; with 50% employer match about $30,945 at 4% or $20,630 at 6%; with 100% employer match about $23,209 at 4% or $15,472 at 6%. |
| 2022 | 1 | 24 | $2,377,971 | $44,379 | $1,849iApproximate average salary by contribution assumption: employee only about $46,228 at 4% or $30,819 at 6%; with 50% employer match about $30,819 at 4% or $20,546 at 6%; with 100% employer match about $23,114 at 4% or $15,409 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 24 | $2,377,971 | $44,379 | $1,849iApproximate average salary by contribution assumption: employee only about $46,228 at 4% or $30,819 at 6%; with 50% employer match about $30,819 at 4% or $20,546 at 6%; with 100% employer match about $23,114 at 4% or $15,409 at 6%. |
| 2021 | 1 | 24 | $3,026,868 | $42,905 | $1,788iApproximate average salary by contribution assumption: employee only about $44,693 at 4% or $29,795 at 6%; with 50% employer match about $29,795 at 4% or $19,863 at 6%; with 100% employer match about $22,346 at 4% or $14,898 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 24 | $3,026,868 | $42,905 | $1,788iApproximate average salary by contribution assumption: employee only about $44,693 at 4% or $29,795 at 6%; with 50% employer match about $29,795 at 4% or $19,863 at 6%; with 100% employer match about $22,346 at 4% or $14,898 at 6%. |
| 2020 | 1 | 25 | $2,535,443 | $53,968 | $2,159iApproximate average salary by contribution assumption: employee only about $53,968 at 4% or $35,979 at 6%; with 50% employer match about $35,979 at 4% or $23,986 at 6%; with 100% employer match about $26,984 at 4% or $17,989 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 25 | $2,535,443 | $53,968 | $2,159iApproximate average salary by contribution assumption: employee only about $53,968 at 4% or $35,979 at 6%; with 50% employer match about $35,979 at 4% or $23,986 at 6%; with 100% employer match about $26,984 at 4% or $17,989 at 6%. |
| 2019 | 1 | 23 | $2,276,081 | $53,866 | $2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 23 | $2,276,081 | $53,866 | $2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%. |
| 2018 | 1 | 26 | $2,181,647 | $58,898 | $2,265iApproximate average salary by contribution assumption: employee only about $56,633 at 4% or $37,755 at 6%; with 50% employer match about $37,755 at 4% or $25,170 at 6%; with 100% employer match about $28,316 at 4% or $18,878 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 26 | $2,181,647 | $58,898 | $2,265iApproximate average salary by contribution assumption: employee only about $56,633 at 4% or $37,755 at 6%; with 50% employer match about $37,755 at 4% or $25,170 at 6%; with 100% employer match about $28,316 at 4% or $18,878 at 6%. |
| 2017 | 1 | 40 | $2,737,199 | $65,667 | $1,642iApproximate average salary by contribution assumption: employee only about $41,042 at 4% or $27,361 at 6%; with 50% employer match about $27,361 at 4% or $18,241 at 6%; with 100% employer match about $20,521 at 4% or $13,681 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 40 | $2,737,199 | $65,667 | $1,642iApproximate average salary by contribution assumption: employee only about $41,042 at 4% or $27,361 at 6%; with 50% employer match about $27,361 at 4% or $18,241 at 6%; with 100% employer match about $20,521 at 4% or $13,681 at 6%. |
| 2016 | 1 | 43 | $2,451,955 | $114,975 | $2,674iApproximate average salary by contribution assumption: employee only about $66,846 at 4% or $44,564 at 6%; with 50% employer match about $44,564 at 4% or $29,709 at 6%; with 100% employer match about $33,423 at 4% or $22,282 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 43 | $2,451,955 | $114,975 | $2,674iApproximate average salary by contribution assumption: employee only about $66,846 at 4% or $44,564 at 6%; with 50% employer match about $44,564 at 4% or $29,709 at 6%; with 100% employer match about $33,423 at 4% or $22,282 at 6%. |
| 2015 | 1 | 43 | $2,209,864 | $138,423 | $3,219iApproximate average salary by contribution assumption: employee only about $80,478 at 4% or $53,652 at 6%; with 50% employer match about $53,652 at 4% or $35,768 at 6%; with 100% employer match about $40,239 at 4% or $26,826 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 43 | $2,209,864 | $138,423 | $3,219iApproximate average salary by contribution assumption: employee only about $80,478 at 4% or $53,652 at 6%; with 50% employer match about $53,652 at 4% or $35,768 at 6%; with 100% employer match about $40,239 at 4% or $26,826 at 6%. |
| 2014 | 1 | 39 | $2,052,920 | $103,695 | $2,659iApproximate average salary by contribution assumption: employee only about $66,471 at 4% or $44,314 at 6%; with 50% employer match about $44,314 at 4% or $29,543 at 6%; with 100% employer match about $33,236 at 4% or $22,157 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 39 | $2,052,920 | $103,695 | $2,659iApproximate average salary by contribution assumption: employee only about $66,471 at 4% or $44,314 at 6%; with 50% employer match about $44,314 at 4% or $29,543 at 6%; with 100% employer match about $33,236 at 4% or $22,157 at 6%. |
| 2013 | 1 | 45 | $1,906,242 | $117,279 | $2,606iApproximate average salary by contribution assumption: employee only about $65,155 at 4% or $43,437 at 6%; with 50% employer match about $43,437 at 4% or $28,958 at 6%; with 100% employer match about $32,577 at 4% or $21,718 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 45 | $1,906,242 | $117,279 | $2,606iApproximate average salary by contribution assumption: employee only about $65,155 at 4% or $43,437 at 6%; with 50% employer match about $43,437 at 4% or $28,958 at 6%; with 100% employer match about $32,577 at 4% or $21,718 at 6%. |
| 2012 | 1 | 47 | $1,463,024 | $130,416 | $2,775iApproximate average salary by contribution assumption: employee only about $69,370 at 4% or $46,247 at 6%; with 50% employer match about $46,247 at 4% or $30,831 at 6%; with 100% employer match about $34,685 at 4% or $23,123 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 47 | $1,463,024 | $130,416 | $2,775iApproximate average salary by contribution assumption: employee only about $69,370 at 4% or $46,247 at 6%; with 50% employer match about $46,247 at 4% or $30,831 at 6%; with 100% employer match about $34,685 at 4% or $23,123 at 6%. |
| 2011 | 1 | 46 | $1,201,531 | $110,235 | $2,396iApproximate average salary by contribution assumption: employee only about $59,910 at 4% or $39,940 at 6%; with 50% employer match about $39,940 at 4% or $26,627 at 6%; with 100% employer match about $29,955 at 4% or $19,970 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $1,201,531 | $110,235 | $2,396iApproximate average salary by contribution assumption: employee only about $59,910 at 4% or $39,940 at 6%; with 50% employer match about $39,940 at 4% or $26,627 at 6%; with 100% employer match about $29,955 at 4% or $19,970 at 6%. |
| 2010 | 1 | 42 | $1,112,220 | $79,582 | $1,895iApproximate average salary by contribution assumption: employee only about $47,370 at 4% or $31,580 at 6%; with 50% employer match about $31,580 at 4% or $21,053 at 6%; with 100% employer match about $23,685 at 4% or $15,790 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 42 | $1,112,220 | $79,582 | $1,895iApproximate average salary by contribution assumption: employee only about $47,370 at 4% or $31,580 at 6%; with 50% employer match about $31,580 at 4% or $21,053 at 6%; with 100% employer match about $23,685 at 4% or $15,790 at 6%. |
| 2009 | 1 | 0 | $1,038,402 | $105,456 | - |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 0 | $1,038,402 | $105,456 | - |
| 2008 | 1 | 35 | $787,935 | $64,651 | $1,847iApproximate average salary by contribution assumption: employee only about $46,179 at 4% or $30,786 at 6%; with 50% employer match about $30,786 at 4% or $20,524 at 6%; with 100% employer match about $23,090 at 4% or $15,393 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 35 | $787,935 | $64,651 | $1,847iApproximate average salary by contribution assumption: employee only about $46,179 at 4% or $30,786 at 6%; with 50% employer match about $30,786 at 4% or $20,524 at 6%; with 100% employer match about $23,090 at 4% or $15,393 at 6%. |
| 2007 | 1 | 42 | $1,205,289 | $141,178 | $3,361iApproximate average salary by contribution assumption: employee only about $84,035 at 4% or $56,023 at 6%; with 50% employer match about $56,023 at 4% or $37,349 at 6%; with 100% employer match about $42,017 at 4% or $28,012 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 42 | $1,205,289 | $141,178 | $3,361iApproximate average salary by contribution assumption: employee only about $84,035 at 4% or $56,023 at 6%; with 50% employer match about $56,023 at 4% or $37,349 at 6%; with 100% employer match about $42,017 at 4% or $28,012 at 6%. |
| 2006 | 1 | 39 | $968,275 | $79,337 | $2,034iApproximate average salary by contribution assumption: employee only about $50,857 at 4% or $33,905 at 6%; with 50% employer match about $33,905 at 4% or $22,603 at 6%; with 100% employer match about $25,429 at 4% or $16,952 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 39 | $968,275 | $79,337 | $2,034iApproximate average salary by contribution assumption: employee only about $50,857 at 4% or $33,905 at 6%; with 50% employer match about $33,905 at 4% or $22,603 at 6%; with 100% employer match about $25,429 at 4% or $16,952 at 6%. |
| 2005 | 1 | 35 | $839,091 | $85,135 | $2,432iApproximate average salary by contribution assumption: employee only about $60,811 at 4% or $40,540 at 6%; with 50% employer match about $40,540 at 4% or $27,027 at 6%; with 100% employer match about $30,405 at 4% or $20,270 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 35 | $839,091 | $85,135 | $2,432iApproximate average salary by contribution assumption: employee only about $60,811 at 4% or $40,540 at 6%; with 50% employer match about $40,540 at 4% or $27,027 at 6%; with 100% employer match about $30,405 at 4% or $20,270 at 6%. |
| 2004 | 1 | 42 | $836,314 | $89,194 | $2,124iApproximate average salary by contribution assumption: employee only about $53,092 at 4% or $35,394 at 6%; with 50% employer match about $35,394 at 4% or $23,596 at 6%; with 100% employer match about $26,546 at 4% or $17,697 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 42 | $836,314 | $89,194 | $2,124iApproximate average salary by contribution assumption: employee only about $53,092 at 4% or $35,394 at 6%; with 50% employer match about $35,394 at 4% or $23,596 at 6%; with 100% employer match about $26,546 at 4% or $17,697 at 6%. |
| 2003 | 1 | 54 | $708,295 | $96,482 | $1,787iApproximate average salary by contribution assumption: employee only about $44,668 at 4% or $29,778 at 6%; with 50% employer match about $29,778 at 4% or $19,852 at 6%; with 100% employer match about $22,334 at 4% or $14,889 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 54 | $708,295 | $96,482 | $1,787iApproximate average salary by contribution assumption: employee only about $44,668 at 4% or $29,778 at 6%; with 50% employer match about $29,778 at 4% or $19,852 at 6%; with 100% employer match about $22,334 at 4% or $14,889 at 6%. |
| 2002 | 1 | 48 | $531,670 | $97,754 | $2,037iApproximate average salary by contribution assumption: employee only about $50,914 at 4% or $33,942 at 6%; with 50% employer match about $33,942 at 4% or $22,628 at 6%; with 100% employer match about $25,457 at 4% or $16,971 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 48 | $531,670 | $97,754 | $2,037iApproximate average salary by contribution assumption: employee only about $50,914 at 4% or $33,942 at 6%; with 50% employer match about $33,942 at 4% or $22,628 at 6%; with 100% employer match about $25,457 at 4% or $16,971 at 6%. |
| 2001 | 1 | 46 | $604,749 | $105,582 | $2,295iApproximate average salary by contribution assumption: employee only about $57,382 at 4% or $38,254 at 6%; with 50% employer match about $38,254 at 4% or $25,503 at 6%; with 100% employer match about $28,691 at 4% or $19,127 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 46 | $604,749 | $105,582 | $2,295iApproximate average salary by contribution assumption: employee only about $57,382 at 4% or $38,254 at 6%; with 50% employer match about $38,254 at 4% or $25,503 at 6%; with 100% employer match about $28,691 at 4% or $19,127 at 6%. |
| 2000 | 1 | 56 | $509,979 | $105,412 | $1,882iApproximate average salary by contribution assumption: employee only about $47,059 at 4% or $31,373 at 6%; with 50% employer match about $31,373 at 4% or $20,915 at 6%; with 100% employer match about $23,529 at 4% or $15,686 at 6%. |
| Martha Gregory & Associates Inc. 401(K) Profit Sharing Plan and Trust | - | 56 | $509,979 | $105,412 | $1,882iApproximate average salary by contribution assumption: employee only about $47,059 at 4% or $31,373 at 6%; with 50% employer match about $31,373 at 4% or $20,915 at 6%; with 100% employer match about $23,529 at 4% or $15,686 at 6%. |