Tate, Moerer & King LLP
Plan context: Tate, Moerer & King LLP 401(K) Plan
EIN 20-3058494 • Richamond, TX • 13 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
14
2018 Assets
$862,824
2018 Contributions
$50,098
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 14 | $862,824 | $50,098 | $3,578iApproximate average salary by contribution assumption: employee only about $89,461 at 4% or $59,640 at 6%; with 50% employer match about $59,640 at 4% or $39,760 at 6%; with 100% employer match about $44,730 at 4% or $29,820 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 14 | $862,824 | $50,098 | $3,578iApproximate average salary by contribution assumption: employee only about $89,461 at 4% or $59,640 at 6%; with 50% employer match about $59,640 at 4% or $39,760 at 6%; with 100% employer match about $44,730 at 4% or $29,820 at 6%. |
| 2017 | 1 | 12 | $844,924 | $57,834 | $4,820iApproximate average salary by contribution assumption: employee only about $120,488 at 4% or $80,325 at 6%; with 50% employer match about $80,325 at 4% or $53,550 at 6%; with 100% employer match about $60,244 at 4% or $40,163 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 12 | $844,924 | $57,834 | $4,820iApproximate average salary by contribution assumption: employee only about $120,488 at 4% or $80,325 at 6%; with 50% employer match about $80,325 at 4% or $53,550 at 6%; with 100% employer match about $60,244 at 4% or $40,163 at 6%. |
| 2016 | 1 | 12 | $671,109 | $65,068 | $5,422iApproximate average salary by contribution assumption: employee only about $135,558 at 4% or $90,372 at 6%; with 50% employer match about $90,372 at 4% or $60,248 at 6%; with 100% employer match about $67,779 at 4% or $45,186 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 12 | $671,109 | $65,068 | $5,422iApproximate average salary by contribution assumption: employee only about $135,558 at 4% or $90,372 at 6%; with 50% employer match about $90,372 at 4% or $60,248 at 6%; with 100% employer match about $67,779 at 4% or $45,186 at 6%. |
| 2015 | 1 | 11 | $573,615 | $55,784 | $5,071iApproximate average salary by contribution assumption: employee only about $126,782 at 4% or $84,521 at 6%; with 50% employer match about $84,521 at 4% or $56,347 at 6%; with 100% employer match about $63,391 at 4% or $42,261 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 11 | $573,615 | $55,784 | $5,071iApproximate average salary by contribution assumption: employee only about $126,782 at 4% or $84,521 at 6%; with 50% employer match about $84,521 at 4% or $56,347 at 6%; with 100% employer match about $63,391 at 4% or $42,261 at 6%. |
| 2014 | 1 | 9 | $536,112 | $29,553 | $3,284iApproximate average salary by contribution assumption: employee only about $82,092 at 4% or $54,728 at 6%; with 50% employer match about $54,728 at 4% or $36,485 at 6%; with 100% employer match about $41,046 at 4% or $27,364 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 9 | $536,112 | $29,553 | $3,284iApproximate average salary by contribution assumption: employee only about $82,092 at 4% or $54,728 at 6%; with 50% employer match about $54,728 at 4% or $36,485 at 6%; with 100% employer match about $41,046 at 4% or $27,364 at 6%. |
| 2013 | 1 | 9 | $476,985 | $57,198 | $6,355iApproximate average salary by contribution assumption: employee only about $158,883 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 9 | $476,985 | $57,198 | $6,355iApproximate average salary by contribution assumption: employee only about $158,883 at 4% or $105,922 at 6%; with 50% employer match about $105,922 at 4% or $70,615 at 6%; with 100% employer match about $79,442 at 4% or $52,961 at 6%. |
| 2012 | 1 | 11 | $348,754 | $49,164 | $4,469iApproximate average salary by contribution assumption: employee only about $111,736 at 4% or $74,491 at 6%; with 50% employer match about $74,491 at 4% or $49,661 at 6%; with 100% employer match about $55,868 at 4% or $37,245 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 11 | $348,754 | $49,164 | $4,469iApproximate average salary by contribution assumption: employee only about $111,736 at 4% or $74,491 at 6%; with 50% employer match about $74,491 at 4% or $49,661 at 6%; with 100% employer match about $55,868 at 4% or $37,245 at 6%. |
| 2011 | 1 | 11 | $266,760 | $50,090 | $4,554iApproximate average salary by contribution assumption: employee only about $113,841 at 4% or $75,894 at 6%; with 50% employer match about $75,894 at 4% or $50,596 at 6%; with 100% employer match about $56,920 at 4% or $37,947 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 11 | $266,760 | $50,090 | $4,554iApproximate average salary by contribution assumption: employee only about $113,841 at 4% or $75,894 at 6%; with 50% employer match about $75,894 at 4% or $50,596 at 6%; with 100% employer match about $56,920 at 4% or $37,947 at 6%. |
| 2010 | 1 | 9 | $241,989 | $54,811 | $6,090iApproximate average salary by contribution assumption: employee only about $152,253 at 4% or $101,502 at 6%; with 50% employer match about $101,502 at 4% or $67,668 at 6%; with 100% employer match about $76,126 at 4% or $50,751 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 9 | $241,989 | $54,811 | $6,090iApproximate average salary by contribution assumption: employee only about $152,253 at 4% or $101,502 at 6%; with 50% employer match about $101,502 at 4% or $67,668 at 6%; with 100% employer match about $76,126 at 4% or $50,751 at 6%. |
| 2009 | 1 | 8 | $169,917 | $55,816 | $6,977iApproximate average salary by contribution assumption: employee only about $174,425 at 4% or $116,283 at 6%; with 50% employer match about $116,283 at 4% or $77,522 at 6%; with 100% employer match about $87,213 at 4% or $58,142 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 8 | $169,917 | $55,816 | $6,977iApproximate average salary by contribution assumption: employee only about $174,425 at 4% or $116,283 at 6%; with 50% employer match about $116,283 at 4% or $77,522 at 6%; with 100% employer match about $87,213 at 4% or $58,142 at 6%. |
| 2008 | 1 | 10 | $96,485 | $51,860 | $5,186iApproximate average salary by contribution assumption: employee only about $129,650 at 4% or $86,433 at 6%; with 50% employer match about $86,433 at 4% or $57,622 at 6%; with 100% employer match about $64,825 at 4% or $43,217 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 10 | $96,485 | $51,860 | $5,186iApproximate average salary by contribution assumption: employee only about $129,650 at 4% or $86,433 at 6%; with 50% employer match about $86,433 at 4% or $57,622 at 6%; with 100% employer match about $64,825 at 4% or $43,217 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Tate, Moerer & King LLP 401(K) Plan | - | 8 | - | - | - |
| 2006 | 1 | 10 | $41,570 | $40,720 | $4,072iApproximate average salary by contribution assumption: employee only about $101,800 at 4% or $67,867 at 6%; with 50% employer match about $67,867 at 4% or $45,244 at 6%; with 100% employer match about $50,900 at 4% or $33,933 at 6%. |
| Tate, Moerer & King LLP 401(K) Plan | - | 10 | $41,570 | $40,720 | $4,072iApproximate average salary by contribution assumption: employee only about $101,800 at 4% or $67,867 at 6%; with 50% employer match about $67,867 at 4% or $45,244 at 6%; with 100% employer match about $50,900 at 4% or $33,933 at 6%. |