Civic Intelligence

Herndon Morton Herndon & Yaeger

Plan context: Herndon Morton Herndon & Yaeger Retirement Plan

EIN 55-0589014 • Wheeling, WV • 29 filings • 6 plans

83 Edgington LnWheeling, WV 26003-1541
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$13,098,907

2024 Contributions

$335,534

Historical Graphs

Total Assets Over Time

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

$13,098,907$6,549,454$0199920122024YearValue
$13,098,907Latest year 2024

Participants Over Time

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

1680199920122024YearValue
13Latest 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
2024113$13,098,907$335,534$25,810iApproximate average salary by contribution assumption: employee only about $645,258 at 4% or $430,172 at 6%; with 50% employer match about $430,172 at 4% or $286,781 at 6%; with 100% employer match about $322,629 at 4% or $215,086 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$13,098,907$335,534$25,810iApproximate average salary by contribution assumption: employee only about $645,258 at 4% or $430,172 at 6%; with 50% employer match about $430,172 at 4% or $286,781 at 6%; with 100% employer match about $322,629 at 4% or $215,086 at 6%.
2023113$11,823,227$334,509$25,731iApproximate average salary by contribution assumption: employee only about $643,287 at 4% or $428,858 at 6%; with 50% employer match about $428,858 at 4% or $285,905 at 6%; with 100% employer match about $321,643 at 4% or $214,429 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$11,823,227$334,509$25,731iApproximate average salary by contribution assumption: employee only about $643,287 at 4% or $428,858 at 6%; with 50% employer match about $428,858 at 4% or $285,905 at 6%; with 100% employer match about $321,643 at 4% or $214,429 at 6%.
2022112$10,108,373$282,934$23,578iApproximate average salary by contribution assumption: employee only about $589,446 at 4% or $392,964 at 6%; with 50% employer match about $392,964 at 4% or $261,976 at 6%; with 100% employer match about $294,723 at 4% or $196,482 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-12$10,108,373$282,934$23,578iApproximate average salary by contribution assumption: employee only about $589,446 at 4% or $392,964 at 6%; with 50% employer match about $392,964 at 4% or $261,976 at 6%; with 100% employer match about $294,723 at 4% or $196,482 at 6%.
2021111$11,365,995$241,730$21,975iApproximate average salary by contribution assumption: employee only about $549,386 at 4% or $366,258 at 6%; with 50% employer match about $366,258 at 4% or $244,172 at 6%; with 100% employer match about $274,693 at 4% or $183,129 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-11$11,365,995$241,730$21,975iApproximate average salary by contribution assumption: employee only about $549,386 at 4% or $366,258 at 6%; with 50% employer match about $366,258 at 4% or $244,172 at 6%; with 100% employer match about $274,693 at 4% or $183,129 at 6%.
2020111$9,510,525$232,492$21,136iApproximate average salary by contribution assumption: employee only about $528,391 at 4% or $352,261 at 6%; with 50% employer match about $352,261 at 4% or $234,840 at 6%; with 100% employer match about $264,195 at 4% or $176,130 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-11$9,510,525$232,492$21,136iApproximate average salary by contribution assumption: employee only about $528,391 at 4% or $352,261 at 6%; with 50% employer match about $352,261 at 4% or $234,840 at 6%; with 100% employer match about $264,195 at 4% or $176,130 at 6%.
2019111$8,378,623$223,724$20,339iApproximate average salary by contribution assumption: employee only about $508,464 at 4% or $338,976 at 6%; with 50% employer match about $338,976 at 4% or $225,984 at 6%; with 100% employer match about $254,232 at 4% or $169,488 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-11$8,378,623$223,724$20,339iApproximate average salary by contribution assumption: employee only about $508,464 at 4% or $338,976 at 6%; with 50% employer match about $338,976 at 4% or $225,984 at 6%; with 100% employer match about $254,232 at 4% or $169,488 at 6%.
2018113$7,121,464$263,440$20,265iApproximate average salary by contribution assumption: employee only about $506,615 at 4% or $337,744 at 6%; with 50% employer match about $337,744 at 4% or $225,162 at 6%; with 100% employer match about $253,308 at 4% or $168,872 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$7,121,464$263,440$20,265iApproximate average salary by contribution assumption: employee only about $506,615 at 4% or $337,744 at 6%; with 50% employer match about $337,744 at 4% or $225,162 at 6%; with 100% employer match about $253,308 at 4% or $168,872 at 6%.
2017113$7,491,748$263,733$20,287iApproximate average salary by contribution assumption: employee only about $507,179 at 4% or $338,119 at 6%; with 50% employer match about $338,119 at 4% or $225,413 at 6%; with 100% employer match about $253,589 at 4% or $169,060 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$7,491,748$263,733$20,287iApproximate average salary by contribution assumption: employee only about $507,179 at 4% or $338,119 at 6%; with 50% employer match about $338,119 at 4% or $225,413 at 6%; with 100% employer match about $253,589 at 4% or $169,060 at 6%.
2016111$6,358,262$233,714$21,247iApproximate average salary by contribution assumption: employee only about $531,168 at 4% or $354,112 at 6%; with 50% employer match about $354,112 at 4% or $236,075 at 6%; with 100% employer match about $265,584 at 4% or $177,056 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-11$6,358,262$233,714$21,247iApproximate average salary by contribution assumption: employee only about $531,168 at 4% or $354,112 at 6%; with 50% employer match about $354,112 at 4% or $236,075 at 6%; with 100% employer match about $265,584 at 4% or $177,056 at 6%.
2015113$5,567,111$223,511$17,193iApproximate average salary by contribution assumption: employee only about $429,829 at 4% or $286,553 at 6%; with 50% employer match about $286,553 at 4% or $191,035 at 6%; with 100% employer match about $214,914 at 4% or $143,276 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$5,567,111$223,511$17,193iApproximate average salary by contribution assumption: employee only about $429,829 at 4% or $286,553 at 6%; with 50% employer match about $286,553 at 4% or $191,035 at 6%; with 100% employer match about $214,914 at 4% or $143,276 at 6%.
2014111$5,385,883$193,426$17,584iApproximate average salary by contribution assumption: employee only about $439,605 at 4% or $293,070 at 6%; with 50% employer match about $293,070 at 4% or $195,380 at 6%; with 100% employer match about $219,802 at 4% or $146,535 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-11$5,385,883$193,426$17,584iApproximate average salary by contribution assumption: employee only about $439,605 at 4% or $293,070 at 6%; with 50% employer match about $293,070 at 4% or $195,380 at 6%; with 100% employer match about $219,802 at 4% or $146,535 at 6%.
2013112$4,876,206$189,381$15,782iApproximate average salary by contribution assumption: employee only about $394,544 at 4% or $263,029 at 6%; with 50% employer match about $263,029 at 4% or $175,353 at 6%; with 100% employer match about $197,272 at 4% or $131,515 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-12$4,876,206$189,381$15,782iApproximate average salary by contribution assumption: employee only about $394,544 at 4% or $263,029 at 6%; with 50% employer match about $263,029 at 4% or $175,353 at 6%; with 100% employer match about $197,272 at 4% or $131,515 at 6%.
2012112$4,015,702$177,708$14,809iApproximate average salary by contribution assumption: employee only about $370,225 at 4% or $246,817 at 6%; with 50% employer match about $246,817 at 4% or $164,544 at 6%; with 100% employer match about $185,113 at 4% or $123,408 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-12$4,015,702$177,708$14,809iApproximate average salary by contribution assumption: employee only about $370,225 at 4% or $246,817 at 6%; with 50% employer match about $246,817 at 4% or $164,544 at 6%; with 100% employer match about $185,113 at 4% or $123,408 at 6%.
2011112$3,530,388$134,608$11,217iApproximate average salary by contribution assumption: employee only about $280,433 at 4% or $186,956 at 6%; with 50% employer match about $186,956 at 4% or $124,637 at 6%; with 100% employer match about $140,217 at 4% or $93,478 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-12$3,530,388$134,608$11,217iApproximate average salary by contribution assumption: employee only about $280,433 at 4% or $186,956 at 6%; with 50% employer match about $186,956 at 4% or $124,637 at 6%; with 100% employer match about $140,217 at 4% or $93,478 at 6%.
2010111$3,547,968$125,506$11,410iApproximate average salary by contribution assumption: employee only about $285,241 at 4% or $190,161 at 6%; with 50% employer match about $190,161 at 4% or $126,774 at 6%; with 100% employer match about $142,620 at 4% or $95,080 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-11$3,547,968$125,506$11,410iApproximate average salary by contribution assumption: employee only about $285,241 at 4% or $190,161 at 6%; with 50% employer match about $190,161 at 4% or $126,774 at 6%; with 100% employer match about $142,620 at 4% or $95,080 at 6%.
2009114$4,047,306$126,170$9,012iApproximate average salary by contribution assumption: employee only about $225,304 at 4% or $150,202 at 6%; with 50% employer match about $150,202 at 4% or $100,135 at 6%; with 100% employer match about $112,652 at 4% or $75,101 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-14$4,047,306$126,170$9,012iApproximate average salary by contribution assumption: employee only about $225,304 at 4% or $150,202 at 6%; with 50% employer match about $150,202 at 4% or $100,135 at 6%; with 100% employer match about $112,652 at 4% or $75,101 at 6%.
2008114$3,157,066$126,206$9,015iApproximate average salary by contribution assumption: employee only about $225,368 at 4% or $150,245 at 6%; with 50% employer match about $150,245 at 4% or $100,163 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-14$3,157,066$126,206$9,015iApproximate average salary by contribution assumption: employee only about $225,368 at 4% or $150,245 at 6%; with 50% employer match about $150,245 at 4% or $100,163 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
2007113$4,175,342$110,004$8,462iApproximate average salary by contribution assumption: employee only about $211,546 at 4% or $141,031 at 6%; with 50% employer match about $141,031 at 4% or $94,021 at 6%; with 100% employer match about $105,773 at 4% or $70,515 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$4,175,342$110,004$8,462iApproximate average salary by contribution assumption: employee only about $211,546 at 4% or $141,031 at 6%; with 50% employer match about $141,031 at 4% or $94,021 at 6%; with 100% employer match about $105,773 at 4% or $70,515 at 6%.
2006113$4,240,735$93,833$7,218iApproximate average salary by contribution assumption: employee only about $180,448 at 4% or $120,299 at 6%; with 50% employer match about $120,299 at 4% or $80,199 at 6%; with 100% employer match about $90,224 at 4% or $60,149 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$4,240,735$93,833$7,218iApproximate average salary by contribution assumption: employee only about $180,448 at 4% or $120,299 at 6%; with 50% employer match about $120,299 at 4% or $80,199 at 6%; with 100% employer match about $90,224 at 4% or $60,149 at 6%.
2005114$3,832,342$176,678$12,620iApproximate average salary by contribution assumption: employee only about $315,496 at 4% or $210,331 at 6%; with 50% employer match about $210,331 at 4% or $140,221 at 6%; with 100% employer match about $157,748 at 4% or $105,165 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-14$3,832,342$176,678$12,620iApproximate average salary by contribution assumption: employee only about $315,496 at 4% or $210,331 at 6%; with 50% employer match about $210,331 at 4% or $140,221 at 6%; with 100% employer match about $157,748 at 4% or $105,165 at 6%.
2004113$3,457,561$155,361$11,951iApproximate average salary by contribution assumption: employee only about $298,771 at 4% or $199,181 at 6%; with 50% employer match about $199,181 at 4% or $132,787 at 6%; with 100% employer match about $149,386 at 4% or $99,590 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-13$3,457,561$155,361$11,951iApproximate average salary by contribution assumption: employee only about $298,771 at 4% or $199,181 at 6%; with 50% employer match about $199,181 at 4% or $132,787 at 6%; with 100% employer match about $149,386 at 4% or $99,590 at 6%.
2003114$3,099,653$153,102$10,936iApproximate average salary by contribution assumption: employee only about $273,396 at 4% or $182,264 at 6%; with 50% employer match about $182,264 at 4% or $121,510 at 6%; with 100% employer match about $136,698 at 4% or $91,132 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-14$3,099,653$153,102$10,936iApproximate average salary by contribution assumption: employee only about $273,396 at 4% or $182,264 at 6%; with 50% employer match about $182,264 at 4% or $121,510 at 6%; with 100% employer match about $136,698 at 4% or $91,132 at 6%.
2002116$2,662,830$154,499$9,656iApproximate average salary by contribution assumption: employee only about $241,405 at 4% or $160,936 at 6%; with 50% employer match about $160,936 at 4% or $107,291 at 6%; with 100% employer match about $120,702 at 4% or $80,468 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-16$2,662,830$154,499$9,656iApproximate average salary by contribution assumption: employee only about $241,405 at 4% or $160,936 at 6%; with 50% employer match about $160,936 at 4% or $107,291 at 6%; with 100% employer match about $120,702 at 4% or $80,468 at 6%.
2001215$2,954,842$76,272$5,085iApproximate average salary by contribution assumption: employee only about $127,120 at 4% or $84,747 at 6%; with 50% employer match about $84,747 at 4% or $56,498 at 6%; with 100% employer match about $63,560 at 4% or $42,373 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-15$2,954,842$76,272$5,085iApproximate average salary by contribution assumption: employee only about $127,120 at 4% or $84,747 at 6%; with 50% employer match about $84,747 at 4% or $56,498 at 6%; with 100% employer match about $63,560 at 4% or $42,373 at 6%.
Herndon Morton Herndon & Yager Money Purchase Plan-15---
2000212$3,087,124$152,023$12,669iApproximate average salary by contribution assumption: employee only about $316,715 at 4% or $211,143 at 6%; with 50% employer match about $211,143 at 4% or $140,762 at 6%; with 100% employer match about $158,357 at 4% or $105,572 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-12$1,807,211$71,380$5,948iApproximate average salary by contribution assumption: employee only about $148,708 at 4% or $99,139 at 6%; with 50% employer match about $99,139 at 4% or $66,093 at 6%; with 100% employer match about $74,354 at 4% or $49,569 at 6%.
Herndon Morton Herndon & Yager Money Purchase Plan-12$1,279,913$80,643$6,720iApproximate average salary by contribution assumption: employee only about $168,006 at 4% or $112,004 at 6%; with 50% employer match about $112,004 at 4% or $74,669 at 6%; with 100% employer match about $84,003 at 4% or $56,002 at 6%.
1999214$3,405,073$131,841$9,417iApproximate average salary by contribution assumption: employee only about $235,430 at 4% or $156,954 at 6%; with 50% employer match about $156,954 at 4% or $104,636 at 6%; with 100% employer match about $117,715 at 4% or $78,477 at 6%.
Herndon Morton Herndon & Yaeger Retirement Plan-14$1,895,148$53,446$3,818iApproximate average salary by contribution assumption: employee only about $95,439 at 4% or $63,626 at 6%; with 50% employer match about $63,626 at 4% or $42,417 at 6%; with 100% employer match about $47,720 at 4% or $31,813 at 6%.
Herndon Morton Herndon & Yager Money Purchase Plan-14$1,509,925$78,395$5,600iApproximate average salary by contribution assumption: employee only about $139,991 at 4% or $93,327 at 6%; with 50% employer match about $93,327 at 4% or $62,218 at 6%; with 100% employer match about $69,996 at 4% or $46,664 at 6%.