Civic Intelligence

THE MOREHEAD-CAIN FOUNDATION

Plan context: THE MOREHEAD-CAIN FOUNDATION 403B PLAN

EIN 56-0599225 • Chapel Hill, NC • 26 filings • 8 plans

P.O. Box 690Chapel Hill, NC 27514
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

$4,529,690$2,264,845$0200220152024YearValue
$4,529,690Latest year 2024

Participants Over Time

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

38190200120152024YearValue
38Latest 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
2024138$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%.
2023138$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%.
2022136$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%.
2021134$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%.
2020134$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%.
2019135$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%.
2018130$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%.
2017128$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%.
2016125$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%.
2015125$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%.
2014124$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%.
2013221$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-
2012221$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%.
201110$1,474,153$115,031-
THE MOREHEAD-CAIN FOUNDATION EMPLOYEES' RETIREMENT PLAN-0$1,474,153$115,031-
201010$1,422,291$0-
THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RETIREMENT PLAN-0$1,422,291$0-
200910$1,333,087$0-
THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RETIREMENT PLAN-0$1,333,087$0-
2008112$0$0-
THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RETIREMENT PLAN-12---
200710$0$0-
THE JOHN MOTLEY MOREHEAD FOUNDATION EMPLOYEES RET PLAN-0---
200619$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%.
2005111$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%.
2004110$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%.
200317$0$0-
THE JOHN MOTLEY MOREHEAD FND. EMPLOYEES-7---
2002111$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%.
2001110$0$0-
THE JOHN MOTLEY MOREHEAD FND. EMPLOYEES-10---