Civic Intelligence

Kevin Moorman Insurance

Plan context: Kevin Moorman Insurance 401(K) Profit Sharing Plan

EIN 31-1466684 • West Chester, OH • 11 filings • 1 plans

8300 Princeton-glendale RdSuite 107West Chester, OH 45069
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$573,975

2019 Contributions

$34,021

Historical Graphs

Total Assets Over Time

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

$573,975$286,988$0200920142019YearValue
$573,975Latest year 2019

Participants Over Time

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

1050200920142019YearValue
8Latest year 2019

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
201918$573,975$34,021$4,253iApproximate average salary by contribution assumption: employee only about $106,316 at 4% or $70,877 at 6%; with 50% employer match about $70,877 at 4% or $47,251 at 6%; with 100% employer match about $53,158 at 4% or $35,439 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-8$573,975$34,021$4,253iApproximate average salary by contribution assumption: employee only about $106,316 at 4% or $70,877 at 6%; with 50% employer match about $70,877 at 4% or $47,251 at 6%; with 100% employer match about $53,158 at 4% or $35,439 at 6%.
201817$470,366$49,606$7,087iApproximate average salary by contribution assumption: employee only about $177,164 at 4% or $118,110 at 6%; with 50% employer match about $118,110 at 4% or $78,740 at 6%; with 100% employer match about $88,582 at 4% or $59,055 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-7$470,366$49,606$7,087iApproximate average salary by contribution assumption: employee only about $177,164 at 4% or $118,110 at 6%; with 50% employer match about $118,110 at 4% or $78,740 at 6%; with 100% employer match about $88,582 at 4% or $59,055 at 6%.
201716$470,998$36,743$6,124iApproximate average salary by contribution assumption: employee only about $153,096 at 4% or $102,064 at 6%; with 50% employer match about $102,064 at 4% or $68,043 at 6%; with 100% employer match about $76,548 at 4% or $51,032 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-6$470,998$36,743$6,124iApproximate average salary by contribution assumption: employee only about $153,096 at 4% or $102,064 at 6%; with 50% employer match about $102,064 at 4% or $68,043 at 6%; with 100% employer match about $76,548 at 4% or $51,032 at 6%.
201617$365,011$35,305$5,044iApproximate average salary by contribution assumption: employee only about $126,089 at 4% or $84,060 at 6%; with 50% employer match about $84,060 at 4% or $56,040 at 6%; with 100% employer match about $63,045 at 4% or $42,030 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-7$365,011$35,305$5,044iApproximate average salary by contribution assumption: employee only about $126,089 at 4% or $84,060 at 6%; with 50% employer match about $84,060 at 4% or $56,040 at 6%; with 100% employer match about $63,045 at 4% or $42,030 at 6%.
201516$317,200$31,587$5,265iApproximate average salary by contribution assumption: employee only about $131,613 at 4% or $87,742 at 6%; with 50% employer match about $87,742 at 4% or $58,494 at 6%; with 100% employer match about $65,806 at 4% or $43,871 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-6$317,200$31,587$5,265iApproximate average salary by contribution assumption: employee only about $131,613 at 4% or $87,742 at 6%; with 50% employer match about $87,742 at 4% or $58,494 at 6%; with 100% employer match about $65,806 at 4% or $43,871 at 6%.
201416$302,258$34,479$5,747iApproximate average salary by contribution assumption: employee only about $143,663 at 4% or $95,775 at 6%; with 50% employer match about $95,775 at 4% or $63,850 at 6%; with 100% employer match about $71,831 at 4% or $47,888 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-6$302,258$34,479$5,747iApproximate average salary by contribution assumption: employee only about $143,663 at 4% or $95,775 at 6%; with 50% employer match about $95,775 at 4% or $63,850 at 6%; with 100% employer match about $71,831 at 4% or $47,888 at 6%.
201316$287,938$26,297$4,383iApproximate average salary by contribution assumption: employee only about $109,571 at 4% or $73,047 at 6%; with 50% employer match about $73,047 at 4% or $48,698 at 6%; with 100% employer match about $54,785 at 4% or $36,524 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-6$287,938$26,297$4,383iApproximate average salary by contribution assumption: employee only about $109,571 at 4% or $73,047 at 6%; with 50% employer match about $73,047 at 4% or $48,698 at 6%; with 100% employer match about $54,785 at 4% or $36,524 at 6%.
201216$235,856$23,452$3,909iApproximate average salary by contribution assumption: employee only about $97,717 at 4% or $65,144 at 6%; with 50% employer match about $65,144 at 4% or $43,430 at 6%; with 100% employer match about $48,858 at 4% or $32,572 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-6$235,856$23,452$3,909iApproximate average salary by contribution assumption: employee only about $97,717 at 4% or $65,144 at 6%; with 50% employer match about $65,144 at 4% or $43,430 at 6%; with 100% employer match about $48,858 at 4% or $32,572 at 6%.
201119$209,487$26,675$2,964iApproximate average salary by contribution assumption: employee only about $74,097 at 4% or $49,398 at 6%; with 50% employer match about $49,398 at 4% or $32,932 at 6%; with 100% employer match about $37,049 at 4% or $24,699 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-9$209,487$26,675$2,964iApproximate average salary by contribution assumption: employee only about $74,097 at 4% or $49,398 at 6%; with 50% employer match about $49,398 at 4% or $32,932 at 6%; with 100% employer match about $37,049 at 4% or $24,699 at 6%.
201017$232,154$25,027$3,575iApproximate average salary by contribution assumption: employee only about $89,382 at 4% or $59,588 at 6%; with 50% employer match about $59,588 at 4% or $39,725 at 6%; with 100% employer match about $44,691 at 4% or $29,794 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-7$232,154$25,027$3,575iApproximate average salary by contribution assumption: employee only about $89,382 at 4% or $59,588 at 6%; with 50% employer match about $59,588 at 4% or $39,725 at 6%; with 100% employer match about $44,691 at 4% or $29,794 at 6%.
2009110$186,354$21,170$2,117iApproximate average salary by contribution assumption: employee only about $52,925 at 4% or $35,283 at 6%; with 50% employer match about $35,283 at 4% or $23,522 at 6%; with 100% employer match about $26,463 at 4% or $17,642 at 6%.
Kevin Moorman Insurance 401(K) Profit Sharing Plan-10$186,354$21,170$2,117iApproximate average salary by contribution assumption: employee only about $52,925 at 4% or $35,283 at 6%; with 50% employer match about $35,283 at 4% or $23,522 at 6%; with 100% employer match about $26,463 at 4% or $17,642 at 6%.