Civic Intelligence

Morehead and Associates Inc.

Plan context: Morehead & Associates Inc. Money Purchase Pension Plan & Trust

EIN 31-0978121 • 6 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$568,662

2006 Contributions

$20,290

Historical Graphs

Total Assets Over Time

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

$686,647$343,324$0199920022005YearValue
$568,662Latest year 2005

Participants Over Time

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

530200020022005YearValue
1Latest year 2005

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
200610$0$0-
Morehead & Associates Inc. Money Purchase Pension Plan & Trust-0---
200511$568,662$0-
Morehead & Associates Inc. Money Purchase Pension Plan & Trust-1$568,662--
200211$402,442$20,290$20,290iApproximate average salary by contribution assumption: employee only about $507,250 at 4% or $338,167 at 6%; with 50% employer match about $338,167 at 4% or $225,444 at 6%; with 100% employer match about $253,625 at 4% or $169,083 at 6%.
Morehead & Associates Inc. Money Purchase Pension Plan & Trust-1$402,442$20,290$20,290iApproximate average salary by contribution assumption: employee only about $507,250 at 4% or $338,167 at 6%; with 50% employer match about $338,167 at 4% or $225,444 at 6%; with 100% employer match about $253,625 at 4% or $169,083 at 6%.
200115$0$0-
Morehead & Associates Inc. Money Purchase Pension Plan & Trust-5---
200014$543,705$19,493$4,873iApproximate average salary by contribution assumption: employee only about $121,831 at 4% or $81,221 at 6%; with 50% employer match about $81,221 at 4% or $54,147 at 6%; with 100% employer match about $60,916 at 4% or $40,610 at 6%.
Morehead & Associates Inc. Money Purchase Pension Plan & Trust-4$543,705$19,493$4,873iApproximate average salary by contribution assumption: employee only about $121,831 at 4% or $81,221 at 6%; with 50% employer match about $81,221 at 4% or $54,147 at 6%; with 100% employer match about $60,916 at 4% or $40,610 at 6%.
199910$686,647$15,416-
Morehead & Associates Inc. Money Purchase Pension Plan & Trust-0$686,647$15,416-