Morgan Waldron Insurance Management LLC
Plan context: Morgan Waldron Insurance Management LLC 401(K) Plan
EIN 20-2638959 • Burgettstown, PA • 10 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
5
2016 Assets
$137,382
2016 Contributions
$4,059
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 5 | $137,382 | $0 | - |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 5 | $137,382 | - | - |
| 2014 | 1 | 7 | $196,173 | $0 | - |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 7 | $196,173 | - | - |
| 2013 | 1 | 7 | $147,079 | $4,059 | $580iApproximate average salary by contribution assumption: employee only about $14,496 at 4% or $9,664 at 6%; with 50% employer match about $9,664 at 4% or $6,443 at 6%; with 100% employer match about $7,248 at 4% or $4,832 at 6%. |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 7 | $147,079 | $4,059 | $580iApproximate average salary by contribution assumption: employee only about $14,496 at 4% or $9,664 at 6%; with 50% employer match about $9,664 at 4% or $6,443 at 6%; with 100% employer match about $7,248 at 4% or $4,832 at 6%. |
| 2012 | 1 | 10 | $166,058 | $1,716 | $172iApproximate average salary by contribution assumption: employee only about $4,290 at 4% or $2,860 at 6%; with 50% employer match about $2,860 at 4% or $1,907 at 6%; with 100% employer match about $2,145 at 4% or $1,430 at 6%. |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 10 | $166,058 | $1,716 | $172iApproximate average salary by contribution assumption: employee only about $4,290 at 4% or $2,860 at 6%; with 50% employer match about $2,860 at 4% or $1,907 at 6%; with 100% employer match about $2,145 at 4% or $1,430 at 6%. |
| 2011 | 1 | 12 | $296,916 | $34,777 | $2,898iApproximate average salary by contribution assumption: employee only about $72,452 at 4% or $48,301 at 6%; with 50% employer match about $48,301 at 4% or $32,201 at 6%; with 100% employer match about $36,226 at 4% or $24,151 at 6%. |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 12 | $296,916 | $34,777 | $2,898iApproximate average salary by contribution assumption: employee only about $72,452 at 4% or $48,301 at 6%; with 50% employer match about $48,301 at 4% or $32,201 at 6%; with 100% employer match about $36,226 at 4% or $24,151 at 6%. |
| 2010 | 1 | 11 | $272,394 | $52,262 | $4,751iApproximate average salary by contribution assumption: employee only about $118,777 at 4% or $79,185 at 6%; with 50% employer match about $79,185 at 4% or $52,790 at 6%; with 100% employer match about $59,389 at 4% or $39,592 at 6%. |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 11 | $272,394 | $52,262 | $4,751iApproximate average salary by contribution assumption: employee only about $118,777 at 4% or $79,185 at 6%; with 50% employer match about $79,185 at 4% or $52,790 at 6%; with 100% employer match about $59,389 at 4% or $39,592 at 6%. |
| 2009 | 1 | 11 | $213,517 | $108,924 | $9,902iApproximate average salary by contribution assumption: employee only about $247,555 at 4% or $165,036 at 6%; with 50% employer match about $165,036 at 4% or $110,024 at 6%; with 100% employer match about $123,777 at 4% or $82,518 at 6%. |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 11 | $213,517 | $108,924 | $9,902iApproximate average salary by contribution assumption: employee only about $247,555 at 4% or $165,036 at 6%; with 50% employer match about $165,036 at 4% or $110,024 at 6%; with 100% employer match about $123,777 at 4% or $82,518 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 5 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Morgan Waldron Insurance Management LLC 401(K) Plan | - | 4 | - | - | - |