THE MOREHEAD-CAIN FOUNDATION
Plan context: THE MOREHEAD-CAIN FOUNDATION 403B PLAN
EIN 56-0599225 • Chapel Hill, NC • 26 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$4,529,690
2024 Contributions
$521,864
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 38 | $4,529,690 | $521,864 | $13,733iApproximate average salary by contribution assumption: employee only about $343,332 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 38 | $4,529,690 | $521,864 | $13,733iApproximate average salary by contribution assumption: employee only about $343,332 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%. |
| 2023 | 1 | 38 | $3,933,179 | $414,496 | $10,908iApproximate average salary by contribution assumption: employee only about $272,695 at 4% or $181,796 at 6%; with 50% employer match about $181,796 at 4% or $121,198 at 6%; with 100% employer match about $136,347 at 4% or $90,898 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 38 | $3,933,179 | $414,496 | $10,908iApproximate average salary by contribution assumption: employee only about $272,695 at 4% or $181,796 at 6%; with 50% employer match about $181,796 at 4% or $121,198 at 6%; with 100% employer match about $136,347 at 4% or $90,898 at 6%. |
| 2022 | 1 | 36 | $2,902,761 | $388,141 | $10,782iApproximate average salary by contribution assumption: employee only about $269,542 at 4% or $179,695 at 6%; with 50% employer match about $179,695 at 4% or $119,797 at 6%; with 100% employer match about $134,771 at 4% or $89,847 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 36 | $2,902,761 | $388,141 | $10,782iApproximate average salary by contribution assumption: employee only about $269,542 at 4% or $179,695 at 6%; with 50% employer match about $179,695 at 4% or $119,797 at 6%; with 100% employer match about $134,771 at 4% or $89,847 at 6%. |
| 2021 | 1 | 34 | $3,112,186 | $338,895 | $9,968iApproximate average salary by contribution assumption: employee only about $249,188 at 4% or $166,125 at 6%; with 50% employer match about $166,125 at 4% or $110,750 at 6%; with 100% employer match about $124,594 at 4% or $83,063 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 34 | $3,112,186 | $338,895 | $9,968iApproximate average salary by contribution assumption: employee only about $249,188 at 4% or $166,125 at 6%; with 50% employer match about $166,125 at 4% or $110,750 at 6%; with 100% employer match about $124,594 at 4% or $83,063 at 6%. |
| 2020 | 1 | 34 | $3,740,590 | $349,813 | $10,289iApproximate average salary by contribution assumption: employee only about $257,215 at 4% or $171,477 at 6%; with 50% employer match about $171,477 at 4% or $114,318 at 6%; with 100% employer match about $128,608 at 4% or $85,738 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 34 | $3,740,590 | $349,813 | $10,289iApproximate average salary by contribution assumption: employee only about $257,215 at 4% or $171,477 at 6%; with 50% employer match about $171,477 at 4% or $114,318 at 6%; with 100% employer match about $128,608 at 4% or $85,738 at 6%. |
| 2019 | 1 | 35 | $3,045,688 | $291,516 | $8,329iApproximate average salary by contribution assumption: employee only about $208,226 at 4% or $138,817 at 6%; with 50% employer match about $138,817 at 4% or $92,545 at 6%; with 100% employer match about $104,113 at 4% or $69,409 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 35 | $3,045,688 | $291,516 | $8,329iApproximate average salary by contribution assumption: employee only about $208,226 at 4% or $138,817 at 6%; with 50% employer match about $138,817 at 4% or $92,545 at 6%; with 100% employer match about $104,113 at 4% or $69,409 at 6%. |
| 2018 | 1 | 30 | $2,204,259 | $304,026 | $10,134iApproximate average salary by contribution assumption: employee only about $253,355 at 4% or $168,903 at 6%; with 50% employer match about $168,903 at 4% or $112,602 at 6%; with 100% employer match about $126,678 at 4% or $84,452 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 30 | $2,204,259 | $304,026 | $10,134iApproximate average salary by contribution assumption: employee only about $253,355 at 4% or $168,903 at 6%; with 50% employer match about $168,903 at 4% or $112,602 at 6%; with 100% employer match about $126,678 at 4% or $84,452 at 6%. |
| 2017 | 1 | 28 | $2,082,641 | $219,954 | $7,856iApproximate average salary by contribution assumption: employee only about $196,388 at 4% or $130,925 at 6%; with 50% employer match about $130,925 at 4% or $87,283 at 6%; with 100% employer match about $98,194 at 4% or $65,463 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 28 | $2,082,641 | $219,954 | $7,856iApproximate average salary by contribution assumption: employee only about $196,388 at 4% or $130,925 at 6%; with 50% employer match about $130,925 at 4% or $87,283 at 6%; with 100% employer match about $98,194 at 4% or $65,463 at 6%. |
| 2016 | 1 | 25 | $1,621,391 | $222,456 | $8,898iApproximate average salary by contribution assumption: employee only about $222,456 at 4% or $148,304 at 6%; with 50% employer match about $148,304 at 4% or $98,869 at 6%; with 100% employer match about $111,228 at 4% or $74,152 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 25 | $1,621,391 | $222,456 | $8,898iApproximate average salary by contribution assumption: employee only about $222,456 at 4% or $148,304 at 6%; with 50% employer match about $148,304 at 4% or $98,869 at 6%; with 100% employer match about $111,228 at 4% or $74,152 at 6%. |
| 2015 | 1 | 25 | $1,292,840 | $215,200 | $8,608iApproximate average salary by contribution assumption: employee only about $215,200 at 4% or $143,467 at 6%; with 50% employer match about $143,467 at 4% or $95,644 at 6%; with 100% employer match about $107,600 at 4% or $71,733 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 25 | $1,292,840 | $215,200 | $8,608iApproximate average salary by contribution assumption: employee only about $215,200 at 4% or $143,467 at 6%; with 50% employer match about $143,467 at 4% or $95,644 at 6%; with 100% employer match about $107,600 at 4% or $71,733 at 6%. |
| 2014 | 1 | 24 | $1,333,266 | $177,631 | $7,401iApproximate average salary by contribution assumption: employee only about $185,032 at 4% or $123,355 at 6%; with 50% employer match about $123,355 at 4% or $82,237 at 6%; with 100% employer match about $92,516 at 4% or $61,677 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 24 | $1,333,266 | $177,631 | $7,401iApproximate average salary by contribution assumption: employee only about $185,032 at 4% or $123,355 at 6%; with 50% employer match about $123,355 at 4% or $82,237 at 6%; with 100% employer match about $92,516 at 4% or $61,677 at 6%. |
| 2013 | 2 | 21 | $1,114,029 | $175,452 | $8,355iApproximate average salary by contribution assumption: employee only about $208,871 at 4% or $139,248 at 6%; with 50% employer match about $139,248 at 4% or $92,832 at 6%; with 100% employer match about $104,436 at 4% or $69,624 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 21 | $1,114,029 | $175,452 | $8,355iApproximate average salary by contribution assumption: employee only about $208,871 at 4% or $139,248 at 6%; with 50% employer match about $139,248 at 4% or $92,832 at 6%; with 100% employer match about $104,436 at 4% or $69,624 at 6%. |
| THE MOREHEAD CAIN FOUNDATION EMPLOYEES RETIREMENT PLAN | - | 0 | $0 | $0 | - |
| 2012 | 2 | 21 | $2,610,569 | $450,797 | $21,467iApproximate average salary by contribution assumption: employee only about $536,663 at 4% or $357,775 at 6%; with 50% employer match about $357,775 at 4% or $238,517 at 6%; with 100% employer match about $268,332 at 4% or $178,888 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION EMPLOYEES' RETIREMENT PLAN | - | 21 | $1,823,728 | $347,396 | $16,543iApproximate average salary by contribution assumption: employee only about $413,567 at 4% or $275,711 at 6%; with 50% employer match about $275,711 at 4% or $183,807 at 6%; with 100% employer match about $206,783 at 4% or $137,856 at 6%. |
| THE MOREHEAD-CAIN FOUNDATION 403B PLAN | - | 17 | $786,841 | $103,401 | $6,082iApproximate average salary by contribution assumption: employee only about $152,060 at 4% or $101,374 at 6%; with 50% employer match about $101,374 at 4% or $67,582 at 6%; with 100% employer match about $76,030 at 4% or $50,687 at 6%. |
| 2011 | 1 | 0 | $1,474,153 | $115,031 | - |
| THE MOREHEAD-CAIN FOUNDATION EMPLOYEES' RETIREMENT PLAN | - | 0 | $1,474,153 | $115,031 | - |
| 2010 | 1 | 0 | $1,422,291 | $0 | - |
| THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RETIREMENT PLAN | - | 0 | $1,422,291 | $0 | - |
| 2009 | 1 | 0 | $1,333,087 | $0 | - |
| THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RETIREMENT PLAN | - | 0 | $1,333,087 | $0 | - |
| 2008 | 1 | 12 | $0 | $0 | - |
| THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RETIREMENT PLAN | - | 12 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RET PLAN | - | 0 | - | - | - |
| 2006 | 1 | 9 | $1,003,537 | $90,092 | $10,010iApproximate average salary by contribution assumption: employee only about $250,256 at 4% or $166,837 at 6%; with 50% employer match about $166,837 at 4% or $111,225 at 6%; with 100% employer match about $125,128 at 4% or $83,419 at 6%. |
| THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RET PLAN | - | 9 | $1,003,537 | $90,092 | $10,010iApproximate average salary by contribution assumption: employee only about $250,256 at 4% or $166,837 at 6%; with 50% employer match about $166,837 at 4% or $111,225 at 6%; with 100% employer match about $125,128 at 4% or $83,419 at 6%. |
| 2005 | 1 | 11 | $909,622 | $95,181 | $8,653iApproximate average salary by contribution assumption: employee only about $216,320 at 4% or $144,214 at 6%; with 50% employer match about $144,214 at 4% or $96,142 at 6%; with 100% employer match about $108,160 at 4% or $72,107 at 6%. |
| JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RET PLAN | - | 11 | $909,622 | $95,181 | $8,653iApproximate average salary by contribution assumption: employee only about $216,320 at 4% or $144,214 at 6%; with 50% employer match about $144,214 at 4% or $96,142 at 6%; with 100% employer match about $108,160 at 4% or $72,107 at 6%. |
| 2004 | 1 | 10 | $845,097 | $54,997 | $5,500iApproximate average salary by contribution assumption: employee only about $137,493 at 4% or $91,662 at 6%; with 50% employer match about $91,662 at 4% or $61,108 at 6%; with 100% employer match about $68,746 at 4% or $45,831 at 6%. |
| THE JOHN MOTLEY MOREHEAD FND. EMPLOYEES | - | 10 | $845,097 | $54,997 | $5,500iApproximate average salary by contribution assumption: employee only about $137,493 at 4% or $91,662 at 6%; with 50% employer match about $91,662 at 4% or $61,108 at 6%; with 100% employer match about $68,746 at 4% or $45,831 at 6%. |
| 2003 | 1 | 7 | $0 | $0 | - |
| THE JOHN MOTLEY MOREHEAD FND. EMPLOYEES | - | 7 | - | - | - |
| 2002 | 1 | 11 | $685,455 | $24,717 | $2,247iApproximate average salary by contribution assumption: employee only about $56,175 at 4% or $37,450 at 6%; with 50% employer match about $37,450 at 4% or $24,967 at 6%; with 100% employer match about $28,088 at 4% or $18,725 at 6%. |
| THE JOHN MOTLEY MOREHEAD FND. EMPLO YEES | - | 11 | $685,455 | $24,717 | $2,247iApproximate average salary by contribution assumption: employee only about $56,175 at 4% or $37,450 at 6%; with 50% employer match about $37,450 at 4% or $24,967 at 6%; with 100% employer match about $28,088 at 4% or $18,725 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| THE JOHN MOTLEY MOREHEAD FND. EMPLOYEES | - | 10 | - | - | - |