Gregory & Associates 401-K Profit Sharing Plan — Form 5500 plan (Gregory & Associates, Pllc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Gregory & Associates 401-K Profit Sharing Plan is a benefit plan reported by Gregory & Associates, Pllc under EIN 54-0890880 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $5,626,103 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gregory & Associates, Pllc
- EIN
- 54-0890880
- Plan number
- 001
- Plan type
- 2
- Location
- Petersburg, VA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $5,626,103
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240731140200NAL0034138912004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,626,103
- Net assets (EOY)
- $5,626,103
- Net assets (BOY)
- $5,056,005
Income & contributions
- Employer contributions
- $16,892
- Participant contributions
- $53,968
- Total income / additions
- $775,052
Expenses & distributions
- Benefits paid
- $204,954
- Total expenses
- $204,954
- Net increase / (decrease)
- $570,098
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.