Civic Intelligence

The Morehead Group Inc.

Plan context: The Morehead Group Inc. 401K Profit Sharing Plan

EIN 56-1928999 • Charlotte, NC • 18 filings • 3 plans

521 East Morehead St., Suite 150Charlotte, NC 28202-2600
Current Snapshot

Latest Year

2016

2016 Participants

9

2016 Assets

$1,583,338

2016 Contributions

$89,130

Historical Graphs

Total Assets Over Time

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

$1,583,338$791,669$0199920092015YearValue
$1,583,338Latest year 2015

Participants Over Time

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

950199920072015YearValue
9Latest year 2015

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
201610$0$89,130-
The Morehead Group Inc. 401K Profit Sharing Plan-0$0$89,130-
201519$1,583,338$97,778$10,864iApproximate average salary by contribution assumption: employee only about $271,606 at 4% or $181,070 at 6%; with 50% employer match about $181,070 at 4% or $120,714 at 6%; with 100% employer match about $135,803 at 4% or $90,535 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-9$1,583,338$97,778$10,864iApproximate average salary by contribution assumption: employee only about $271,606 at 4% or $181,070 at 6%; with 50% employer match about $181,070 at 4% or $120,714 at 6%; with 100% employer match about $135,803 at 4% or $90,535 at 6%.
201419$1,523,379$90,043$10,005iApproximate average salary by contribution assumption: employee only about $250,119 at 4% or $166,746 at 6%; with 50% employer match about $166,746 at 4% or $111,164 at 6%; with 100% employer match about $125,060 at 4% or $83,373 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-9$1,523,379$90,043$10,005iApproximate average salary by contribution assumption: employee only about $250,119 at 4% or $166,746 at 6%; with 50% employer match about $166,746 at 4% or $111,164 at 6%; with 100% employer match about $125,060 at 4% or $83,373 at 6%.
201319$1,434,397$95,564$10,618iApproximate average salary by contribution assumption: employee only about $265,456 at 4% or $176,970 at 6%; with 50% employer match about $176,970 at 4% or $117,980 at 6%; with 100% employer match about $132,728 at 4% or $88,485 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-9$1,434,397$95,564$10,618iApproximate average salary by contribution assumption: employee only about $265,456 at 4% or $176,970 at 6%; with 50% employer match about $176,970 at 4% or $117,980 at 6%; with 100% employer match about $132,728 at 4% or $88,485 at 6%.
201219$1,143,545$114,735$12,748iApproximate average salary by contribution assumption: employee only about $318,708 at 4% or $212,472 at 6%; with 50% employer match about $212,472 at 4% or $141,648 at 6%; with 100% employer match about $159,354 at 4% or $106,236 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-9$1,143,545$114,735$12,748iApproximate average salary by contribution assumption: employee only about $318,708 at 4% or $212,472 at 6%; with 50% employer match about $212,472 at 4% or $141,648 at 6%; with 100% employer match about $159,354 at 4% or $106,236 at 6%.
201119$918,486$85,404$9,489iApproximate average salary by contribution assumption: employee only about $237,233 at 4% or $158,156 at 6%; with 50% employer match about $158,156 at 4% or $105,437 at 6%; with 100% employer match about $118,617 at 4% or $79,078 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-9$918,486$85,404$9,489iApproximate average salary by contribution assumption: employee only about $237,233 at 4% or $158,156 at 6%; with 50% employer match about $158,156 at 4% or $105,437 at 6%; with 100% employer match about $118,617 at 4% or $79,078 at 6%.
201019$873,459$116,282$12,920iApproximate average salary by contribution assumption: employee only about $323,006 at 4% or $215,337 at 6%; with 50% employer match about $215,337 at 4% or $143,558 at 6%; with 100% employer match about $161,503 at 4% or $107,669 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-9$873,459$116,282$12,920iApproximate average salary by contribution assumption: employee only about $323,006 at 4% or $215,337 at 6%; with 50% employer match about $215,337 at 4% or $143,558 at 6%; with 100% employer match about $161,503 at 4% or $107,669 at 6%.
200918$607,034$90,617$11,327iApproximate average salary by contribution assumption: employee only about $283,178 at 4% or $188,785 at 6%; with 50% employer match about $188,785 at 4% or $125,857 at 6%; with 100% employer match about $141,589 at 4% or $94,393 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-8$607,034$90,617$11,327iApproximate average salary by contribution assumption: employee only about $283,178 at 4% or $188,785 at 6%; with 50% employer match about $188,785 at 4% or $125,857 at 6%; with 100% employer match about $141,589 at 4% or $94,393 at 6%.
200817$450,653$111,815$15,974iApproximate average salary by contribution assumption: employee only about $399,339 at 4% or $266,226 at 6%; with 50% employer match about $266,226 at 4% or $177,484 at 6%; with 100% employer match about $199,670 at 4% or $133,113 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-7$450,653$111,815$15,974iApproximate average salary by contribution assumption: employee only about $399,339 at 4% or $266,226 at 6%; with 50% employer match about $266,226 at 4% or $177,484 at 6%; with 100% employer match about $199,670 at 4% or $133,113 at 6%.
200718$0$0-
The Morehead Group Inc. 401K Profit Sharing Plan-8---
200618$361,655$92,191$11,524iApproximate average salary by contribution assumption: employee only about $288,097 at 4% or $192,065 at 6%; with 50% employer match about $192,065 at 4% or $128,043 at 6%; with 100% employer match about $144,048 at 4% or $96,032 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-8$361,655$92,191$11,524iApproximate average salary by contribution assumption: employee only about $288,097 at 4% or $192,065 at 6%; with 50% employer match about $192,065 at 4% or $128,043 at 6%; with 100% employer match about $144,048 at 4% or $96,032 at 6%.
200517$235,477$47,940$6,849iApproximate average salary by contribution assumption: employee only about $171,214 at 4% or $114,143 at 6%; with 50% employer match about $114,143 at 4% or $76,095 at 6%; with 100% employer match about $85,607 at 4% or $57,071 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-7$235,477$47,940$6,849iApproximate average salary by contribution assumption: employee only about $171,214 at 4% or $114,143 at 6%; with 50% employer match about $114,143 at 4% or $76,095 at 6%; with 100% employer match about $85,607 at 4% or $57,071 at 6%.
200416$179,866$58,028$9,671iApproximate average salary by contribution assumption: employee only about $241,783 at 4% or $161,189 at 6%; with 50% employer match about $161,189 at 4% or $107,459 at 6%; with 100% employer match about $120,892 at 4% or $80,594 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-6$179,866$58,028$9,671iApproximate average salary by contribution assumption: employee only about $241,783 at 4% or $161,189 at 6%; with 50% employer match about $161,189 at 4% or $107,459 at 6%; with 100% employer match about $120,892 at 4% or $80,594 at 6%.
200313$119,684$31,525$10,508iApproximate average salary by contribution assumption: employee only about $262,708 at 4% or $175,139 at 6%; with 50% employer match about $175,139 at 4% or $116,759 at 6%; with 100% employer match about $131,354 at 4% or $87,569 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-3$119,684$31,525$10,508iApproximate average salary by contribution assumption: employee only about $262,708 at 4% or $175,139 at 6%; with 50% employer match about $175,139 at 4% or $116,759 at 6%; with 100% employer match about $131,354 at 4% or $87,569 at 6%.
200214$98,600$12,478$3,120iApproximate average salary by contribution assumption: employee only about $77,988 at 4% or $51,992 at 6%; with 50% employer match about $51,992 at 4% or $34,661 at 6%; with 100% employer match about $38,994 at 4% or $25,996 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-4$98,600$12,478$3,120iApproximate average salary by contribution assumption: employee only about $77,988 at 4% or $51,992 at 6%; with 50% employer match about $51,992 at 4% or $34,661 at 6%; with 100% employer match about $38,994 at 4% or $25,996 at 6%.
200114$0$0-
The Morehead Group Inc. 401K Profit Sharing Plan-4---
200014$0$0-
The Morehead Group Inc. 401K Profit Sharing Plan-4---
199916$1,198,582$19,382$3,230iApproximate average salary by contribution assumption: employee only about $80,758 at 4% or $53,839 at 6%; with 50% employer match about $53,839 at 4% or $35,893 at 6%; with 100% employer match about $40,379 at 4% or $26,919 at 6%.
The Morehead Group Inc. 401K Profit Sharing Plan-6$1,198,582$19,382$3,230iApproximate average salary by contribution assumption: employee only about $80,758 at 4% or $53,839 at 6%; with 50% employer match about $53,839 at 4% or $35,893 at 6%; with 100% employer match about $40,379 at 4% or $26,919 at 6%.