Plan Snapshot
- Plan Sponsor: Gregory & Associates, PLLC
- Sponsor EIN: 540890880
- Sponsor Address: 14 EAST TABB STREET, PETERSBURG, VA, 23803
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $7.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $7.1M | $0 | $0 |
| 2024 | 11 | $6.2M | $19,763 | $26,632 |
| 2023 | 10 | $5.6M | $16,892 | $53,968 |
| 2022 | 10 | $5.1M | $18,975 | $79,078 |
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