How big is Martha Gregory & Associates, Inc.'s plan?

Martha Gregory & Associates, Inc.'s plan reported $3.6M in assets and 12 participants for 2025.

Original filing (PDF)20260326104635NAL0002804371001

Martha Gregory & Associates, Inc.

Name: Martha Gregory & Associates, Inc. — Martha Gregory &, Form 5500 (2025)
Creator: Martha Gregory & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Martha Gregory & Associates, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Martha Gregory & Associates, Inc.'s Martha Gregory & Associates, Inc. 401(k) Profit Sharing Plan and Trust held $3.6M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Joe Venezia signed Martha Gregory & Associates, Inc.'s 2025 Form 5500 as plan administrator.

Joe Venezia — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Martha Gregory & Associates, Inc.'s EIN is 61-1251828.

EIN 61-1251828

Plan number 001

Plan year 2025

ACK ID 20260326104635NAL0002804371001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Martha Gregory & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Martha Gregory & Associates, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARTHA GREGORY & ASSOCIATES, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MARTHA GREGORY & ASSOCIATES, INC.

EIN

all filings

Address

3010 TAYLORSPRINGS · LOUISVILLE, KY · 40220

Phone

(502) 458-4588

Industry

Health Care & Social Assistance

Plan administrator