401k Plan data: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN plan

GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 401k Plan overview

Plan Name	GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN
Plan identification number	001

GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

GREGORY & ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: GREGORY & ASSOCIATES, PLLC

Employer identification number (EIN): 540890880

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about GREGORY & ASSOCIATES, PLLC

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2002-01-28

Company Identification Number: S072562

Legal Registered Office Address: PO BOX 1156

PETERSBURG
United States of America (USA)
23803

More information about GREGORY & ASSOCIATES, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOAN CLARKE
001 2016-01-01 ARLEN S GREGORY
001 2015-01-01 ARLEN S GREGORY
001 2014-01-01 ARLEN S GREGORY
001 2013-01-01 ARLEN S GREGORY
001 2012-01-01 ARLEN S GREGORY
001 2011-01-01 ARLEN S GREGORY
001 2009-01-01 ARLEN S GREGORY

Plan Statistics for GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN

401k plan membership statisitcs for GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN

Measure Date Value
2022: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 11
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
2021: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 10
Total of all active and inactive participants 2021-01-01 10
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
2020: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 12
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
2019: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 12
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
2018: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
2017: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Total of all active and inactive participants 2017-01-01 10
Total participants 2017-01-01 10
2016: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 10
2015: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
2014: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
2013: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
2012: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Total of all active and inactive participants 2012-01-01 11
Total participants 2012-01-01 11
2011: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
2009: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2022: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	11
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
2021: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	10
Total of all active and inactive participants	2021-01-01	10
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
2020: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	12
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
2019: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	12
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
2018: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
2017: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Total of all active and inactive participants	2017-01-01	10
Total participants	2017-01-01	10
2016: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	10
2015: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
2014: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
2013: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
2012: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Total of all active and inactive participants	2012-01-01	11
Total participants	2012-01-01	11
2011: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
2009: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN

Measure	Date	Value
2022 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-724,199
Expenses. Total of all expenses incurred	2022-12-31	$87,126
Benefits paid (including direct rollovers)	2022-12-31	$87,126
Total plan assets at end of year	2022-12-31	$5,056,005
Total plan assets at beginning of year	2022-12-31	$5,867,330
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$79,078
Other income received	2022-12-31	$-822,252
Net income (gross income less expenses)	2022-12-31	$-811,325
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,056,005
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,867,330
Total contributions received or receivable from employer(s)	2022-12-31	$18,975
2021 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$846,268
Expenses. Total of all expenses incurred	2021-12-31	$147,326
Benefits paid (including direct rollovers)	2021-12-31	$147,326
Total plan assets at end of year	2021-12-31	$5,867,330
Total plan assets at beginning of year	2021-12-31	$5,168,388
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$22,963
Other income received	2021-12-31	$807,187
Net income (gross income less expenses)	2021-12-31	$698,942
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,867,330
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,168,388
Assets. Value of participant loans	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$16,118
2020 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$698,827
Expenses. Total of all expenses incurred	2020-12-31	$45,025
Benefits paid (including direct rollovers)	2020-12-31	$45,025
Total plan assets at end of year	2020-12-31	$5,168,388
Total plan assets at beginning of year	2020-12-31	$4,514,586
Value of fidelity bond covering the plan	2020-12-31	$400,000
Total contributions received or receivable from participants	2020-12-31	$61,606
Other income received	2020-12-31	$621,163
Net income (gross income less expenses)	2020-12-31	$653,802
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,168,388
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,514,586
Assets. Value of participant loans	2020-12-31	$3,583
Total contributions received or receivable from employer(s)	2020-12-31	$16,058
2019 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$854,882
Expenses. Total of all expenses incurred	2019-12-31	$85,622
Benefits paid (including direct rollovers)	2019-12-31	$85,622
Total plan assets at end of year	2019-12-31	$4,514,586
Total plan assets at beginning of year	2019-12-31	$3,745,326
Value of fidelity bond covering the plan	2019-12-31	$400,000
Total contributions received or receivable from participants	2019-12-31	$62,855
Other income received	2019-12-31	$773,678
Net income (gross income less expenses)	2019-12-31	$769,260
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,514,586
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,745,326
Assets. Value of participant loans	2019-12-31	$8,293
Total contributions received or receivable from employer(s)	2019-12-31	$18,349
2018 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-141,403
Expenses. Total of all expenses incurred	2018-12-31	$48,665
Benefits paid (including direct rollovers)	2018-12-31	$48,665
Total plan assets at end of year	2018-12-31	$3,745,326
Total plan assets at beginning of year	2018-12-31	$3,935,394
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$37,653
Other income received	2018-12-31	$-196,296
Net income (gross income less expenses)	2018-12-31	$-190,068
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,745,326
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,935,394
Assets. Value of participant loans	2018-12-31	$12,928
Total contributions received or receivable from employer(s)	2018-12-31	$17,240
2017 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$592,241
Expenses. Total of all expenses incurred	2017-12-31	$42,248
Benefits paid (including direct rollovers)	2017-12-31	$42,248
Total plan assets at end of year	2017-12-31	$3,935,394
Total plan assets at beginning of year	2017-12-31	$3,385,401
Value of fidelity bond covering the plan	2017-12-31	$400,000
Total contributions received or receivable from participants	2017-12-31	$36,615
Other income received	2017-12-31	$540,998
Net income (gross income less expenses)	2017-12-31	$549,993
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,935,394
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,385,401
Assets. Value of participant loans	2017-12-31	$17,489
Total contributions received or receivable from employer(s)	2017-12-31	$14,628
2016 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$398,633
Expenses. Total of all expenses incurred	2016-12-31	$537,323
Benefits paid (including direct rollovers)	2016-12-31	$537,323
Total plan assets at end of year	2016-12-31	$3,385,401
Total plan assets at beginning of year	2016-12-31	$3,524,091
Value of fidelity bond covering the plan	2016-12-31	$400,000
Total contributions received or receivable from participants	2016-12-31	$37,605
Other income received	2016-12-31	$344,642
Net income (gross income less expenses)	2016-12-31	$-138,690
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,385,401
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,524,091
Assets. Value of participant loans	2016-12-31	$21,976
Total contributions received or receivable from employer(s)	2016-12-31	$16,386
2015 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$61,981
Expenses. Total of all expenses incurred	2015-12-31	$35,954
Benefits paid (including direct rollovers)	2015-12-31	$35,954
Total plan assets at end of year	2015-12-31	$3,524,091
Total plan assets at beginning of year	2015-12-31	$3,498,064
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$61,397
Other income received	2015-12-31	$-16,214
Net income (gross income less expenses)	2015-12-31	$26,027
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,524,091
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,498,064
Assets. Value of participant loans	2015-12-31	$32,646
Total contributions received or receivable from employer(s)	2015-12-31	$16,798
2014 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$290,582
Expenses. Total of all expenses incurred	2014-12-31	$38,029
Benefits paid (including direct rollovers)	2014-12-31	$38,029
Total plan assets at end of year	2014-12-31	$3,498,064
Total plan assets at beginning of year	2014-12-31	$3,245,511
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$61,508
Other income received	2014-12-31	$210,040
Net income (gross income less expenses)	2014-12-31	$252,553
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,498,064
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,245,511
Assets. Value of participant loans	2014-12-31	$47,574
Total contributions received or receivable from employer(s)	2014-12-31	$19,034
2013 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$613,997
Expenses. Total of all expenses incurred	2013-12-31	$27,500
Benefits paid (including direct rollovers)	2013-12-31	$27,500
Total plan assets at end of year	2013-12-31	$3,245,511
Total plan assets at beginning of year	2013-12-31	$2,659,014
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$60,431
Other income received	2013-12-31	$534,518
Net income (gross income less expenses)	2013-12-31	$586,497
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,245,511
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,659,014
Assets. Value of participant loans	2013-12-31	$66,989
Total contributions received or receivable from employer(s)	2013-12-31	$19,048
2012 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$447,538
Expenses. Total of all expenses incurred	2012-12-31	$77,524
Benefits paid (including direct rollovers)	2012-12-31	$77,524
Total plan assets at end of year	2012-12-31	$2,659,014
Total plan assets at beginning of year	2012-12-31	$2,289,000
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$82,294
Other income received	2012-12-31	$345,259
Net income (gross income less expenses)	2012-12-31	$370,014
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,659,014
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,289,000
Total contributions received or receivable from employer(s)	2012-12-31	$19,985
2011 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$81,178
Total plan assets at end of year	2011-12-31	$2,289,000
Total plan assets at beginning of year	2011-12-31	$2,207,822
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$79,184
Other income received	2011-12-31	$-15,230
Net income (gross income less expenses)	2011-12-31	$81,178
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,289,000
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,207,822
Total contributions received or receivable from employer(s)	2011-12-31	$17,224
2010 : GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$308,972
Total plan assets at end of year	2010-12-31	$2,207,822
Total plan assets at beginning of year	2010-12-31	$1,898,850
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$78,789
Other income received	2010-12-31	$212,458
Net income (gross income less expenses)	2010-12-31	$308,972
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,207,822
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,898,850
Assets. Value of participant loans	2010-12-31	$16,422
Total contributions received or receivable from employer(s)	2010-12-31	$17,725

Form 5500 Responses for GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN

2022: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GREGORY & ASSOCIATES 401-K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GREGORY & ASSOCIATES, PLLC
Employer identification number (EIN):	540890880
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2002-01-28
Company Identification Number:	S072562
Legal Registered Office Address:	PO BOX 1156 PETERSBURG United States of America (USA) 23803