Civic Intelligence

Billings, Morgan & Boatwright LLC

Plan context: Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan

EIN 20-2054783 • Winter Park, FL • 14 filings • 4 plans

280 W Canton AvenueSuite 210Winter Park, FL 32789
Current Snapshot

Latest Year

2018

2018 Participants

8

2018 Assets

$352,338

2018 Contributions

$4,360

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,832,063$916,032$0200520112017YearValue
$352,338Latest year 2017

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200520112017YearValue
8Latest year 2017

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201810$0$4,360-
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-0$0$4,360-
201718$352,338$67,640$8,455iApproximate average salary by contribution assumption: employee only about $211,375 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,944 at 6%; with 100% employer match about $105,688 at 4% or $70,458 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-8$352,338$67,640$8,455iApproximate average salary by contribution assumption: employee only about $211,375 at 4% or $140,917 at 6%; with 50% employer match about $140,917 at 4% or $93,944 at 6%; with 100% employer match about $105,688 at 4% or $70,458 at 6%.
201617$1,624,324$63,262$9,037iApproximate average salary by contribution assumption: employee only about $225,936 at 4% or $150,624 at 6%; with 50% employer match about $150,624 at 4% or $100,416 at 6%; with 100% employer match about $112,968 at 4% or $75,312 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-7$1,624,324$63,262$9,037iApproximate average salary by contribution assumption: employee only about $225,936 at 4% or $150,624 at 6%; with 50% employer match about $150,624 at 4% or $100,416 at 6%; with 100% employer match about $112,968 at 4% or $75,312 at 6%.
201517$1,832,063$79,724$11,389iApproximate average salary by contribution assumption: employee only about $284,729 at 4% or $189,819 at 6%; with 50% employer match about $189,819 at 4% or $126,546 at 6%; with 100% employer match about $142,364 at 4% or $94,910 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-7$1,832,063$79,724$11,389iApproximate average salary by contribution assumption: employee only about $284,729 at 4% or $189,819 at 6%; with 50% employer match about $189,819 at 4% or $126,546 at 6%; with 100% employer match about $142,364 at 4% or $94,910 at 6%.
201418$1,800,903$60,077$7,510iApproximate average salary by contribution assumption: employee only about $187,741 at 4% or $125,160 at 6%; with 50% employer match about $125,160 at 4% or $83,440 at 6%; with 100% employer match about $93,870 at 4% or $62,580 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-8$1,800,903$60,077$7,510iApproximate average salary by contribution assumption: employee only about $187,741 at 4% or $125,160 at 6%; with 50% employer match about $125,160 at 4% or $83,440 at 6%; with 100% employer match about $93,870 at 4% or $62,580 at 6%.
201318$1,690,056$75,446$9,431iApproximate average salary by contribution assumption: employee only about $235,769 at 4% or $157,179 at 6%; with 50% employer match about $157,179 at 4% or $104,786 at 6%; with 100% employer match about $117,884 at 4% or $78,590 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-8$1,690,056$75,446$9,431iApproximate average salary by contribution assumption: employee only about $235,769 at 4% or $157,179 at 6%; with 50% employer match about $157,179 at 4% or $104,786 at 6%; with 100% employer match about $117,884 at 4% or $78,590 at 6%.
201216$1,488,262$48,060$8,010iApproximate average salary by contribution assumption: employee only about $200,250 at 4% or $133,500 at 6%; with 50% employer match about $133,500 at 4% or $89,000 at 6%; with 100% employer match about $100,125 at 4% or $66,750 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-6$1,488,262$48,060$8,010iApproximate average salary by contribution assumption: employee only about $200,250 at 4% or $133,500 at 6%; with 50% employer match about $133,500 at 4% or $89,000 at 6%; with 100% employer match about $100,125 at 4% or $66,750 at 6%.
201117$1,654,240$45,337$6,477iApproximate average salary by contribution assumption: employee only about $161,918 at 4% or $107,945 at 6%; with 50% employer match about $107,945 at 4% or $71,963 at 6%; with 100% employer match about $80,959 at 4% or $53,973 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-7$1,654,240$45,337$6,477iApproximate average salary by contribution assumption: employee only about $161,918 at 4% or $107,945 at 6%; with 50% employer match about $107,945 at 4% or $71,963 at 6%; with 100% employer match about $80,959 at 4% or $53,973 at 6%.
201017$1,578,541$44,914$6,416iApproximate average salary by contribution assumption: employee only about $160,407 at 4% or $106,938 at 6%; with 50% employer match about $106,938 at 4% or $71,292 at 6%; with 100% employer match about $80,204 at 4% or $53,469 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-7$1,578,541$44,914$6,416iApproximate average salary by contribution assumption: employee only about $160,407 at 4% or $106,938 at 6%; with 50% employer match about $106,938 at 4% or $71,292 at 6%; with 100% employer match about $80,204 at 4% or $53,469 at 6%.
200916$1,416,402$70,582$11,764iApproximate average salary by contribution assumption: employee only about $294,092 at 4% or $196,061 at 6%; with 50% employer match about $196,061 at 4% or $130,707 at 6%; with 100% employer match about $147,046 at 4% or $98,031 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-6$1,416,402$70,582$11,764iApproximate average salary by contribution assumption: employee only about $294,092 at 4% or $196,061 at 6%; with 50% employer match about $196,061 at 4% or $130,707 at 6%; with 100% employer match about $147,046 at 4% or $98,031 at 6%.
200816$1,079,849$39,344$6,557iApproximate average salary by contribution assumption: employee only about $163,933 at 4% or $109,289 at 6%; with 50% employer match about $109,289 at 4% or $72,859 at 6%; with 100% employer match about $81,967 at 4% or $54,644 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-6$1,079,849$39,344$6,557iApproximate average salary by contribution assumption: employee only about $163,933 at 4% or $109,289 at 6%; with 50% employer match about $109,289 at 4% or $72,859 at 6%; with 100% employer match about $81,967 at 4% or $54,644 at 6%.
200718$1,707,389$49,352$6,169iApproximate average salary by contribution assumption: employee only about $154,225 at 4% or $102,817 at 6%; with 50% employer match about $102,817 at 4% or $68,544 at 6%; with 100% employer match about $77,113 at 4% or $51,408 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-8$1,707,389$49,352$6,169iApproximate average salary by contribution assumption: employee only about $154,225 at 4% or $102,817 at 6%; with 50% employer match about $102,817 at 4% or $68,544 at 6%; with 100% employer match about $77,113 at 4% or $51,408 at 6%.
2006110$1,732,544$113,511$11,351iApproximate average salary by contribution assumption: employee only about $283,778 at 4% or $189,185 at 6%; with 50% employer match about $189,185 at 4% or $126,123 at 6%; with 100% employer match about $141,889 at 4% or $94,593 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-10$1,732,544$113,511$11,351iApproximate average salary by contribution assumption: employee only about $283,778 at 4% or $189,185 at 6%; with 50% employer match about $189,185 at 4% or $126,123 at 6%; with 100% employer match about $141,889 at 4% or $94,593 at 6%.
2005111$1,431,514$93,762$8,524iApproximate average salary by contribution assumption: employee only about $213,095 at 4% or $142,064 at 6%; with 50% employer match about $142,064 at 4% or $94,709 at 6%; with 100% employer match about $106,548 at 4% or $71,032 at 6%.
Billings, Morgan & Boatwright LLC 401K Profit Sharing Plan-11$1,431,514$93,762$8,524iApproximate average salary by contribution assumption: employee only about $213,095 at 4% or $142,064 at 6%; with 50% employer match about $142,064 at 4% or $94,709 at 6%; with 100% employer match about $106,548 at 4% or $71,032 at 6%.
Billings, Morgan & Boatwright LLC | EIN 20-2054783 | 2018 Form 5500 Company Profile