Civic Intelligence

Secrest, Wardle, Lynch, Hampton, Truex and Morley

Plan context: Secrest Wardle 401(K) Profit Sharing Plan

EIN 38-1863919 • 20 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

147

2024 Assets

$12,894,932

2024 Contributions

$1,236,115

Historical Graphs

Total Assets Over Time

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

$15,897,810$7,948,905$0199920152024YearValue
$12,894,932Latest year 2024

Participants Over Time

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

171860199920152024YearValue
147Latest 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
20241147$12,894,932$1,236,115$8,409iApproximate average salary by contribution assumption: employee only about $210,224 at 4% or $140,149 at 6%; with 50% employer match about $140,149 at 4% or $93,433 at 6%; with 100% employer match about $105,112 at 4% or $70,075 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-147$12,894,932$1,236,115$8,409iApproximate average salary by contribution assumption: employee only about $210,224 at 4% or $140,149 at 6%; with 50% employer match about $140,149 at 4% or $93,433 at 6%; with 100% employer match about $105,112 at 4% or $70,075 at 6%.
20231139$12,340,073$1,126,137$8,102iApproximate average salary by contribution assumption: employee only about $202,543 at 4% or $135,028 at 6%; with 50% employer match about $135,028 at 4% or $90,019 at 6%; with 100% employer match about $101,271 at 4% or $67,514 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-139$12,340,073$1,126,137$8,102iApproximate average salary by contribution assumption: employee only about $202,543 at 4% or $135,028 at 6%; with 50% employer match about $135,028 at 4% or $90,019 at 6%; with 100% employer match about $101,271 at 4% or $67,514 at 6%.
20221143$11,105,610$1,125,541$7,871iApproximate average salary by contribution assumption: employee only about $196,773 at 4% or $131,182 at 6%; with 50% employer match about $131,182 at 4% or $87,455 at 6%; with 100% employer match about $98,386 at 4% or $65,591 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-143$11,105,610$1,125,541$7,871iApproximate average salary by contribution assumption: employee only about $196,773 at 4% or $131,182 at 6%; with 50% employer match about $131,182 at 4% or $87,455 at 6%; with 100% employer match about $98,386 at 4% or $65,591 at 6%.
20211165$15,897,810$1,364,622$8,270iApproximate average salary by contribution assumption: employee only about $206,761 at 4% or $137,841 at 6%; with 50% employer match about $137,841 at 4% or $91,894 at 6%; with 100% employer match about $103,380 at 4% or $68,920 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-165$15,897,810$1,364,622$8,270iApproximate average salary by contribution assumption: employee only about $206,761 at 4% or $137,841 at 6%; with 50% employer match about $137,841 at 4% or $91,894 at 6%; with 100% employer match about $103,380 at 4% or $68,920 at 6%.
20201148$14,884,368$1,114,216$7,528iApproximate average salary by contribution assumption: employee only about $188,212 at 4% or $125,475 at 6%; with 50% employer match about $125,475 at 4% or $83,650 at 6%; with 100% employer match about $94,106 at 4% or $62,737 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-148$14,884,368$1,114,216$7,528iApproximate average salary by contribution assumption: employee only about $188,212 at 4% or $125,475 at 6%; with 50% employer match about $125,475 at 4% or $83,650 at 6%; with 100% employer match about $94,106 at 4% or $62,737 at 6%.
20191155$14,636,913$965,979$6,232iApproximate average salary by contribution assumption: employee only about $155,803 at 4% or $103,869 at 6%; with 50% employer match about $103,869 at 4% or $69,246 at 6%; with 100% employer match about $77,902 at 4% or $51,934 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-155$14,636,913$965,979$6,232iApproximate average salary by contribution assumption: employee only about $155,803 at 4% or $103,869 at 6%; with 50% employer match about $103,869 at 4% or $69,246 at 6%; with 100% employer match about $77,902 at 4% or $51,934 at 6%.
20181166$13,122,322$1,169,578$7,046iApproximate average salary by contribution assumption: employee only about $176,141 at 4% or $117,428 at 6%; with 50% employer match about $117,428 at 4% or $78,285 at 6%; with 100% employer match about $88,071 at 4% or $58,714 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-166$13,122,322$1,169,578$7,046iApproximate average salary by contribution assumption: employee only about $176,141 at 4% or $117,428 at 6%; with 50% employer match about $117,428 at 4% or $78,285 at 6%; with 100% employer match about $88,071 at 4% or $58,714 at 6%.
20171167$13,611,935$874,175$5,235iApproximate average salary by contribution assumption: employee only about $130,865 at 4% or $87,243 at 6%; with 50% employer match about $87,243 at 4% or $58,162 at 6%; with 100% employer match about $65,432 at 4% or $43,622 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-167$13,611,935$874,175$5,235iApproximate average salary by contribution assumption: employee only about $130,865 at 4% or $87,243 at 6%; with 50% employer match about $87,243 at 4% or $58,162 at 6%; with 100% employer match about $65,432 at 4% or $43,622 at 6%.
20161171$12,289,476$896,965$5,245iApproximate average salary by contribution assumption: employee only about $131,135 at 4% or $87,423 at 6%; with 50% employer match about $87,423 at 4% or $58,282 at 6%; with 100% employer match about $65,568 at 4% or $43,712 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-171$12,289,476$896,965$5,245iApproximate average salary by contribution assumption: employee only about $131,135 at 4% or $87,423 at 6%; with 50% employer match about $87,423 at 4% or $58,282 at 6%; with 100% employer match about $65,568 at 4% or $43,712 at 6%.
20151156$11,596,778$726,332$4,656iApproximate average salary by contribution assumption: employee only about $116,399 at 4% or $77,600 at 6%; with 50% employer match about $77,600 at 4% or $51,733 at 6%; with 100% employer match about $58,200 at 4% or $38,800 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-156$11,596,778$726,332$4,656iApproximate average salary by contribution assumption: employee only about $116,399 at 4% or $77,600 at 6%; with 50% employer match about $77,600 at 4% or $51,733 at 6%; with 100% employer match about $58,200 at 4% or $38,800 at 6%.
20141163$12,039,409$783,446$4,806iApproximate average salary by contribution assumption: employee only about $120,160 at 4% or $80,107 at 6%; with 50% employer match about $80,107 at 4% or $53,405 at 6%; with 100% employer match about $60,080 at 4% or $40,053 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-163$12,039,409$783,446$4,806iApproximate average salary by contribution assumption: employee only about $120,160 at 4% or $80,107 at 6%; with 50% employer match about $80,107 at 4% or $53,405 at 6%; with 100% employer match about $60,080 at 4% or $40,053 at 6%.
20131165$12,218,205$844,855$5,120iApproximate average salary by contribution assumption: employee only about $128,008 at 4% or $85,339 at 6%; with 50% employer match about $85,339 at 4% or $56,893 at 6%; with 100% employer match about $64,004 at 4% or $42,669 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-165$12,218,205$844,855$5,120iApproximate average salary by contribution assumption: employee only about $128,008 at 4% or $85,339 at 6%; with 50% employer match about $85,339 at 4% or $56,893 at 6%; with 100% employer match about $64,004 at 4% or $42,669 at 6%.
20121157$11,830,451$708,807$4,515iApproximate average salary by contribution assumption: employee only about $112,867 at 4% or $75,245 at 6%; with 50% employer match about $75,245 at 4% or $50,163 at 6%; with 100% employer match about $56,434 at 4% or $37,622 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-157$11,830,451$708,807$4,515iApproximate average salary by contribution assumption: employee only about $112,867 at 4% or $75,245 at 6%; with 50% employer match about $75,245 at 4% or $50,163 at 6%; with 100% employer match about $56,434 at 4% or $37,622 at 6%.
20111135$12,243,452$706,068$5,230iApproximate average salary by contribution assumption: employee only about $130,753 at 4% or $87,169 at 6%; with 50% employer match about $87,169 at 4% or $58,113 at 6%; with 100% employer match about $65,377 at 4% or $43,584 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-135$12,243,452$706,068$5,230iApproximate average salary by contribution assumption: employee only about $130,753 at 4% or $87,169 at 6%; with 50% employer match about $87,169 at 4% or $58,113 at 6%; with 100% employer match about $65,377 at 4% or $43,584 at 6%.
20101120$12,472,817$638,940$5,325iApproximate average salary by contribution assumption: employee only about $133,113 at 4% or $88,742 at 6%; with 50% employer match about $88,742 at 4% or $59,161 at 6%; with 100% employer match about $66,556 at 4% or $44,371 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-120$12,472,817$638,940$5,325iApproximate average salary by contribution assumption: employee only about $133,113 at 4% or $88,742 at 6%; with 50% employer match about $88,742 at 4% or $59,161 at 6%; with 100% employer match about $66,556 at 4% or $44,371 at 6%.
20091124$11,563,259$703,496$5,673iApproximate average salary by contribution assumption: employee only about $141,834 at 4% or $94,556 at 6%; with 50% employer match about $94,556 at 4% or $63,037 at 6%; with 100% employer match about $70,917 at 4% or $47,278 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-124$11,563,259$703,496$5,673iApproximate average salary by contribution assumption: employee only about $141,834 at 4% or $94,556 at 6%; with 50% employer match about $94,556 at 4% or $63,037 at 6%; with 100% employer match about $70,917 at 4% or $47,278 at 6%.
20081145$9,314,869$686,331$4,733iApproximate average salary by contribution assumption: employee only about $118,333 at 4% or $78,889 at 6%; with 50% employer match about $78,889 at 4% or $52,592 at 6%; with 100% employer match about $59,166 at 4% or $39,444 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-145$9,314,869$686,331$4,733iApproximate average salary by contribution assumption: employee only about $118,333 at 4% or $78,889 at 6%; with 50% employer match about $78,889 at 4% or $52,592 at 6%; with 100% employer match about $59,166 at 4% or $39,444 at 6%.
20071141$12,336,927$298,880$2,120iApproximate average salary by contribution assumption: employee only about $52,993 at 4% or $35,329 at 6%; with 50% employer match about $35,329 at 4% or $23,552 at 6%; with 100% employer match about $26,496 at 4% or $17,664 at 6%.
Secrest Wardle 401(K) Profit Sharing Plan-141$12,336,927$298,880$2,120iApproximate average salary by contribution assumption: employee only about $52,993 at 4% or $35,329 at 6%; with 50% employer match about $35,329 at 4% or $23,552 at 6%; with 100% employer match about $26,496 at 4% or $17,664 at 6%.
200010$0$104,050-
Secrest, Wardle, Lynch, Hampton, Truex and Morley 401K Plan-0-$104,050-
19991157$9,675,836$576,032$3,669iApproximate average salary by contribution assumption: employee only about $91,725 at 4% or $61,150 at 6%; with 50% employer match about $61,150 at 4% or $40,767 at 6%; with 100% employer match about $45,862 at 4% or $30,575 at 6%.
Secrest, Wardle, Lynch, Hampton, Truex and Morley 401K Plan-157$9,675,836$576,032$3,669iApproximate average salary by contribution assumption: employee only about $91,725 at 4% or $61,150 at 6%; with 50% employer match about $61,150 at 4% or $40,767 at 6%; with 100% employer match about $45,862 at 4% or $30,575 at 6%.