Hester & Morris LLC
Plan context: HESTER & MORRIS LLC RETIREMENT SAVINGS PLAN
EIN 27-1480111 • Valdosta, GA • 32 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$3,872,512
2024 Contributions
$166,064
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 31 | $3,872,512 | $166,064 | $5,357iApproximate average salary by contribution assumption: employee only about $133,923 at 4% or $89,282 at 6%; with 50% employer match about $89,282 at 4% or $59,521 at 6%; with 100% employer match about $66,961 at 4% or $44,641 at 6%. |
| HESTER & MORRIS LLC RETIREMENT SAVINGS PLAN | - | 31 | $2,243,534 | $116,064 | $3,744iApproximate average salary by contribution assumption: employee only about $93,600 at 4% or $62,400 at 6%; with 50% employer match about $62,400 at 4% or $41,600 at 6%; with 100% employer match about $46,800 at 4% or $31,200 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 23 | $1,628,978 | $50,000 | $2,174iApproximate average salary by contribution assumption: employee only about $54,348 at 4% or $36,232 at 6%; with 50% employer match about $36,232 at 4% or $24,155 at 6%; with 100% employer match about $27,174 at 4% or $18,116 at 6%. |
| 2023 | 2 | 30 | $3,344,315 | $242,757 | $8,092iApproximate average salary by contribution assumption: employee only about $202,298 at 4% or $134,865 at 6%; with 50% employer match about $134,865 at 4% or $89,910 at 6%; with 100% employer match about $101,149 at 4% or $67,433 at 6%. |
| HESTER & MORRIS LLC RETIREMENT SAVINGS PLAN | - | 30 | $1,850,692 | $139,142 | $4,638iApproximate average salary by contribution assumption: employee only about $115,952 at 4% or $77,301 at 6%; with 50% employer match about $77,301 at 4% or $51,534 at 6%; with 100% employer match about $57,976 at 4% or $38,651 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 29 | $1,493,623 | $103,615 | $3,573iApproximate average salary by contribution assumption: employee only about $89,323 at 4% or $59,549 at 6%; with 50% employer match about $59,549 at 4% or $39,699 at 6%; with 100% employer match about $44,662 at 4% or $29,774 at 6%. |
| 2022 | 2 | 25 | $2,664,358 | $331,183 | $13,247iApproximate average salary by contribution assumption: employee only about $331,183 at 4% or $220,789 at 6%; with 50% employer match about $220,789 at 4% or $147,192 at 6%; with 100% employer match about $165,592 at 4% or $110,394 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 25 | $1,440,795 | $224,800 | $8,992iApproximate average salary by contribution assumption: employee only about $224,800 at 4% or $149,867 at 6%; with 50% employer match about $149,867 at 4% or $99,911 at 6%; with 100% employer match about $112,400 at 4% or $74,933 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 24 | $1,223,563 | $106,383 | $4,433iApproximate average salary by contribution assumption: employee only about $110,816 at 4% or $73,877 at 6%; with 50% employer match about $73,877 at 4% or $49,251 at 6%; with 100% employer match about $55,408 at 4% or $36,939 at 6%. |
| 2021 | 2 | 28 | $2,870,351 | $121,873 | $4,353iApproximate average salary by contribution assumption: employee only about $108,815 at 4% or $72,543 at 6%; with 50% employer match about $72,543 at 4% or $48,362 at 6%; with 100% employer match about $54,408 at 4% or $36,272 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 28 | $1,560,550 | $101,789 | $3,635iApproximate average salary by contribution assumption: employee only about $90,883 at 4% or $60,589 at 6%; with 50% employer match about $60,589 at 4% or $40,392 at 6%; with 100% employer match about $45,442 at 4% or $30,294 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 22 | $1,309,801 | $20,084 | $913iApproximate average salary by contribution assumption: employee only about $22,823 at 4% or $15,215 at 6%; with 50% employer match about $15,215 at 4% or $10,143 at 6%; with 100% employer match about $11,411 at 4% or $7,608 at 6%. |
| 2020 | 2 | 28 | $3,502,453 | $261,916 | $9,354iApproximate average salary by contribution assumption: employee only about $233,854 at 4% or $155,902 at 6%; with 50% employer match about $155,902 at 4% or $103,935 at 6%; with 100% employer match about $116,927 at 4% or $77,951 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 28 | $2,296,979 | $132,894 | $4,746iApproximate average salary by contribution assumption: employee only about $118,655 at 4% or $79,104 at 6%; with 50% employer match about $79,104 at 4% or $52,736 at 6%; with 100% employer match about $59,328 at 4% or $39,552 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 21 | $1,205,474 | $129,022 | $6,144iApproximate average salary by contribution assumption: employee only about $153,598 at 4% or $102,398 at 6%; with 50% employer match about $102,398 at 4% or $68,266 at 6%; with 100% employer match about $76,799 at 4% or $51,199 at 6%. |
| 2019 | 2 | 28 | $2,998,076 | $266,967 | $9,535iApproximate average salary by contribution assumption: employee only about $238,363 at 4% or $158,909 at 6%; with 50% employer match about $158,909 at 4% or $105,939 at 6%; with 100% employer match about $119,182 at 4% or $79,454 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 28 | $2,003,975 | $131,967 | $4,713iApproximate average salary by contribution assumption: employee only about $117,828 at 4% or $78,552 at 6%; with 50% employer match about $78,552 at 4% or $52,368 at 6%; with 100% employer match about $58,914 at 4% or $39,276 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 20 | $994,101 | $135,000 | $6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%. |
| 2018 | 2 | 30 | $2,518,373 | $285,065 | $9,502iApproximate average salary by contribution assumption: employee only about $237,554 at 4% or $158,369 at 6%; with 50% employer match about $158,369 at 4% or $105,580 at 6%; with 100% employer match about $118,777 at 4% or $79,185 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 30 | $1,767,903 | $150,065 | $5,002iApproximate average salary by contribution assumption: employee only about $125,054 at 4% or $83,369 at 6%; with 50% employer match about $83,369 at 4% or $55,580 at 6%; with 100% employer match about $62,527 at 4% or $41,685 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 25 | $750,470 | $135,000 | $5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%. |
| 2017 | 2 | 26 | $3,578,999 | $333,279 | $12,818iApproximate average salary by contribution assumption: employee only about $320,461 at 4% or $213,640 at 6%; with 50% employer match about $213,640 at 4% or $142,427 at 6%; with 100% employer match about $160,230 at 4% or $106,820 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 26 | $2,918,311 | $173,279 | $6,665iApproximate average salary by contribution assumption: employee only about $166,614 at 4% or $111,076 at 6%; with 50% employer match about $111,076 at 4% or $74,051 at 6%; with 100% employer match about $83,307 at 4% or $55,538 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 23 | $660,688 | $160,000 | $6,957iApproximate average salary by contribution assumption: employee only about $173,913 at 4% or $115,942 at 6%; with 50% employer match about $115,942 at 4% or $77,295 at 6%; with 100% employer match about $86,957 at 4% or $57,971 at 6%. |
| 2016 | 2 | 28 | $2,999,202 | $337,416 | $12,051iApproximate average salary by contribution assumption: employee only about $301,264 at 4% or $200,843 at 6%; with 50% employer match about $200,843 at 4% or $133,895 at 6%; with 100% employer match about $150,632 at 4% or $100,421 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 28 | $2,526,434 | $171,693 | $6,132iApproximate average salary by contribution assumption: employee only about $153,297 at 4% or $102,198 at 6%; with 50% employer match about $102,198 at 4% or $68,132 at 6%; with 100% employer match about $76,649 at 4% or $51,099 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 27 | $472,768 | $165,723 | $6,138iApproximate average salary by contribution assumption: employee only about $153,447 at 4% or $102,298 at 6%; with 50% employer match about $102,298 at 4% or $68,199 at 6%; with 100% employer match about $76,724 at 4% or $51,149 at 6%. |
| 2015 | 3 | 25 | $2,443,142 | $605,250 | $24,210iApproximate average salary by contribution assumption: employee only about $605,250 at 4% or $403,500 at 6%; with 50% employer match about $403,500 at 4% or $269,000 at 6%; with 100% employer match about $302,625 at 4% or $201,750 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 25 | $2,158,031 | $190,740 | $7,630iApproximate average salary by contribution assumption: employee only about $190,740 at 4% or $127,160 at 6%; with 50% employer match about $127,160 at 4% or $84,773 at 6%; with 100% employer match about $95,370 at 4% or $63,580 at 6%. |
| Hester & Morris LLC Cash Balance Plan | - | 23 | $285,111 | $164,510 | $7,153iApproximate average salary by contribution assumption: employee only about $178,815 at 4% or $119,210 at 6%; with 50% employer match about $119,210 at 4% or $79,473 at 6%; with 100% employer match about $89,408 at 4% or $59,605 at 6%. |
| Hester & Morris LLC Defined Benefit Plan and Trust | - | 0 | $0 | $250,000 | - |
| 2014 | 3 | 22 | $3,533,738 | $962,359 | $43,744iApproximate average salary by contribution assumption: employee only about $1,093,590 at 4% or $729,060 at 6%; with 50% employer match about $729,060 at 4% or $486,040 at 6%; with 100% employer match about $546,795 at 4% or $364,530 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 22 | $2,186,559 | $842,119 | $38,278iApproximate average salary by contribution assumption: employee only about $956,953 at 4% or $637,969 at 6%; with 50% employer match about $637,969 at 4% or $425,313 at 6%; with 100% employer match about $478,477 at 4% or $318,984 at 6%. |
| Hester & Morris LLC Defined Benefit Plan and Trust | - | 21 | $1,226,939 | $0 | - |
| Hester & Morris LLC Cash Balance Plan | - | 10 | $120,240 | $120,240 | $12,024iApproximate average salary by contribution assumption: employee only about $300,600 at 4% or $200,400 at 6%; with 50% employer match about $200,400 at 4% or $133,600 at 6%; with 100% employer match about $150,300 at 4% or $100,200 at 6%. |
| 2013 | 2 | 23 | $2,512,306 | $323,377 | $14,060iApproximate average salary by contribution assumption: employee only about $351,497 at 4% or $234,331 at 6%; with 50% employer match about $234,331 at 4% or $156,221 at 6%; with 100% employer match about $175,748 at 4% or $117,166 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 20 | $1,279,811 | $73,377 | $3,669iApproximate average salary by contribution assumption: employee only about $91,721 at 4% or $61,148 at 6%; with 50% employer match about $61,148 at 4% or $40,765 at 6%; with 100% employer match about $45,861 at 4% or $30,574 at 6%. |
| Hester & Morris LLC Defined Benefit Plan and Trust | - | 23 | $1,232,495 | $250,000 | $10,870iApproximate average salary by contribution assumption: employee only about $271,739 at 4% or $181,159 at 6%; with 50% employer match about $181,159 at 4% or $120,773 at 6%; with 100% employer match about $135,870 at 4% or $90,580 at 6%. |
| 2012 | 2 | 17 | $1,864,833 | $328,112 | $19,301iApproximate average salary by contribution assumption: employee only about $482,518 at 4% or $321,678 at 6%; with 50% employer match about $321,678 at 4% or $214,452 at 6%; with 100% employer match about $241,259 at 4% or $160,839 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 17 | $1,069,667 | $78,112 | $4,595iApproximate average salary by contribution assumption: employee only about $114,871 at 4% or $76,580 at 6%; with 50% employer match about $76,580 at 4% or $51,054 at 6%; with 100% employer match about $57,435 at 4% or $38,290 at 6%. |
| Hester & Morris LLC Defined Benefit Plan and Trust | - | 16 | $795,166 | $250,000 | $15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%. |
| 2011 | 2 | 14 | $1,427,683 | $308,026 | $22,002iApproximate average salary by contribution assumption: employee only about $550,046 at 4% or $366,698 at 6%; with 50% employer match about $366,698 at 4% or $244,465 at 6%; with 100% employer match about $275,023 at 4% or $183,349 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 14 | $897,572 | $58,026 | $4,145iApproximate average salary by contribution assumption: employee only about $103,618 at 4% or $69,079 at 6%; with 50% employer match about $69,079 at 4% or $46,052 at 6%; with 100% employer match about $51,809 at 4% or $34,539 at 6%. |
| Hester & Morris LLC Defined Benefit Plan and Trust | - | 12 | $530,111 | $250,000 | $20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%. |
| 2010 | 2 | 14 | $1,142,847 | $324,494 | $23,178iApproximate average salary by contribution assumption: employee only about $579,454 at 4% or $386,302 at 6%; with 50% employer match about $386,302 at 4% or $257,535 at 6%; with 100% employer match about $289,727 at 4% or $193,151 at 6%. |
| HESTER & MORRIS, LLC RETIREMENT SAVINGS PLAN | - | 14 | $892,847 | $74,494 | $5,321iApproximate average salary by contribution assumption: employee only about $133,025 at 4% or $88,683 at 6%; with 50% employer match about $88,683 at 4% or $59,122 at 6%; with 100% employer match about $66,513 at 4% or $44,342 at 6%. |
| HESTER & MORRIS, LLC DEFINED BENEFIT PLAN AND TRUST | - | 11 | $250,000 | $250,000 | $22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%. |