Civic Intelligence

B.D. Morgan & Company Inc.

Plan context: Morgan-Mecco Accidental Health and Welfare Fund

EIN 31-0383085 • Middletown, OH • 14 filings • 3 plans

1330 Hook DrMiddletown, OH 45042
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,431

2024 Contributions

$10,952

Historical Graphs

Total Assets Over Time

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

$909,422$454,711$0199920202024YearValue
$1,431Latest year 2024

Participants Over Time

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

54270199920202024YearValue
2Latest year 2024

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
202412$1,431$10,952$5,476iApproximate average salary by contribution assumption: employee only about $136,900 at 4% or $91,267 at 6%; with 50% employer match about $91,267 at 4% or $60,844 at 6%; with 100% employer match about $68,450 at 4% or $45,633 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-2$1,431$10,952$5,476iApproximate average salary by contribution assumption: employee only about $136,900 at 4% or $91,267 at 6%; with 50% employer match about $91,267 at 4% or $60,844 at 6%; with 100% employer match about $68,450 at 4% or $45,633 at 6%.
202312$1,099$10,973$5,487iApproximate average salary by contribution assumption: employee only about $137,163 at 4% or $91,442 at 6%; with 50% employer match about $91,442 at 4% or $60,961 at 6%; with 100% employer match about $68,581 at 4% or $45,721 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-2$1,099$10,973$5,487iApproximate average salary by contribution assumption: employee only about $137,163 at 4% or $91,442 at 6%; with 50% employer match about $91,442 at 4% or $60,961 at 6%; with 100% employer match about $68,581 at 4% or $45,721 at 6%.
202212$981$9,409$4,705iApproximate average salary by contribution assumption: employee only about $117,613 at 4% or $78,408 at 6%; with 50% employer match about $78,408 at 4% or $52,272 at 6%; with 100% employer match about $58,806 at 4% or $39,204 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-2$981$9,409$4,705iApproximate average salary by contribution assumption: employee only about $117,613 at 4% or $78,408 at 6%; with 50% employer match about $78,408 at 4% or $52,272 at 6%; with 100% employer match about $58,806 at 4% or $39,204 at 6%.
202112$574$8,452$4,226iApproximate average salary by contribution assumption: employee only about $105,650 at 4% or $70,433 at 6%; with 50% employer match about $70,433 at 4% or $46,956 at 6%; with 100% employer match about $52,825 at 4% or $35,217 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-2$574$8,452$4,226iApproximate average salary by contribution assumption: employee only about $105,650 at 4% or $70,433 at 6%; with 50% employer match about $70,433 at 4% or $46,956 at 6%; with 100% employer match about $52,825 at 4% or $35,217 at 6%.
202012$296$3,419$1,710iApproximate average salary by contribution assumption: employee only about $42,738 at 4% or $28,492 at 6%; with 50% employer match about $28,492 at 4% or $18,994 at 6%; with 100% employer match about $21,369 at 4% or $14,246 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-2$296$3,419$1,710iApproximate average salary by contribution assumption: employee only about $42,738 at 4% or $28,492 at 6%; with 50% employer match about $28,492 at 4% or $18,994 at 6%; with 100% employer match about $21,369 at 4% or $14,246 at 6%.
200310$0$23,898-
B.D.Morgan & Co. Inc. Profit Sharing & Savings Plan-0-$23,898-
200228$429,663$38,682$4,835iApproximate average salary by contribution assumption: employee only about $120,881 at 4% or $80,588 at 6%; with 50% employer match about $80,588 at 4% or $53,725 at 6%; with 100% employer match about $60,441 at 4% or $40,294 at 6%.
B.D.Morgan & Co. Inc. Profit Sharing & Savings Plan-8$429,663$38,682$4,835iApproximate average salary by contribution assumption: employee only about $120,881 at 4% or $80,588 at 6%; with 50% employer match about $80,588 at 4% or $53,725 at 6%; with 100% employer match about $60,441 at 4% or $40,294 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-0---
2001246$548,361$57,847$1,258iApproximate average salary by contribution assumption: employee only about $31,439 at 4% or $20,959 at 6%; with 50% employer match about $20,959 at 4% or $13,973 at 6%; with 100% employer match about $15,719 at 4% or $10,480 at 6%.
B.D.Morgan & Co. Inc. Profit Sharing & Savings Plan-6$473,446$44,832$7,472iApproximate average salary by contribution assumption: employee only about $186,800 at 4% or $124,533 at 6%; with 50% employer match about $124,533 at 4% or $83,022 at 6%; with 100% employer match about $93,400 at 4% or $62,267 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-46$74,915$13,015$283iApproximate average salary by contribution assumption: employee only about $7,073 at 4% or $4,716 at 6%; with 50% employer match about $4,716 at 4% or $3,144 at 6%; with 100% employer match about $3,537 at 4% or $2,358 at 6%.
2000242$563,516$55,153$1,313iApproximate average salary by contribution assumption: employee only about $32,829 at 4% or $21,886 at 6%; with 50% employer match about $21,886 at 4% or $14,591 at 6%; with 100% employer match about $16,415 at 4% or $10,943 at 6%.
B.D.Morgan & Co. Inc. Profit Sharing & Savings Plan-8$563,516$55,153$6,894iApproximate average salary by contribution assumption: employee only about $172,353 at 4% or $114,902 at 6%; with 50% employer match about $114,902 at 4% or $76,601 at 6%; with 100% employer match about $86,177 at 4% or $57,451 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-42---
1999254$909,422$235,236$4,356iApproximate average salary by contribution assumption: employee only about $108,906 at 4% or $72,604 at 6%; with 50% employer match about $72,604 at 4% or $48,402 at 6%; with 100% employer match about $54,453 at 4% or $36,302 at 6%.
B.D.Morgan & Co. Inc. Profit Sharing & Savings Plan-9$696,462$64,615$7,179iApproximate average salary by contribution assumption: employee only about $179,486 at 4% or $119,657 at 6%; with 50% employer match about $119,657 at 4% or $79,772 at 6%; with 100% employer match about $89,743 at 4% or $59,829 at 6%.
Morgan-Mecco Accidental Health and Welfare Fund-54$212,960$170,621$3,160iApproximate average salary by contribution assumption: employee only about $78,991 at 4% or $52,661 at 6%; with 50% employer match about $52,661 at 4% or $35,107 at 6%; with 100% employer match about $39,496 at 4% or $26,330 at 6%.