Walker, Morgan & Kinard LLC
Plan context: The Walker, Morgan & Kinard LLC 401K Plan
EIN 57-0797809 • Lexington, SC • 22 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
13
2020 Assets
$2,427,900
2020 Contributions
$85,315
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 13 | $2,427,900 | $85,315 | $6,563iApproximate average salary by contribution assumption: employee only about $164,067 at 4% or $109,378 at 6%; with 50% employer match about $109,378 at 4% or $72,919 at 6%; with 100% employer match about $82,034 at 4% or $54,689 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 13 | $2,427,900 | $85,315 | $6,563iApproximate average salary by contribution assumption: employee only about $164,067 at 4% or $109,378 at 6%; with 50% employer match about $109,378 at 4% or $72,919 at 6%; with 100% employer match about $82,034 at 4% or $54,689 at 6%. |
| 2019 | 1 | 14 | $2,120,968 | $37,689 | $2,692iApproximate average salary by contribution assumption: employee only about $67,302 at 4% or $44,868 at 6%; with 50% employer match about $44,868 at 4% or $29,912 at 6%; with 100% employer match about $33,651 at 4% or $22,434 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 14 | $2,120,968 | $37,689 | $2,692iApproximate average salary by contribution assumption: employee only about $67,302 at 4% or $44,868 at 6%; with 50% employer match about $44,868 at 4% or $29,912 at 6%; with 100% employer match about $33,651 at 4% or $22,434 at 6%. |
| 2018 | 1 | 16 | $2,714,265 | $62,894 | $3,931iApproximate average salary by contribution assumption: employee only about $98,272 at 4% or $65,515 at 6%; with 50% employer match about $65,515 at 4% or $43,676 at 6%; with 100% employer match about $49,136 at 4% or $32,757 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 16 | $2,714,265 | $62,894 | $3,931iApproximate average salary by contribution assumption: employee only about $98,272 at 4% or $65,515 at 6%; with 50% employer match about $65,515 at 4% or $43,676 at 6%; with 100% employer match about $49,136 at 4% or $32,757 at 6%. |
| 2017 | 1 | 16 | $3,086,187 | $89,178 | $5,574iApproximate average salary by contribution assumption: employee only about $139,341 at 4% or $92,894 at 6%; with 50% employer match about $92,894 at 4% or $61,929 at 6%; with 100% employer match about $69,670 at 4% or $46,447 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 16 | $3,086,187 | $89,178 | $5,574iApproximate average salary by contribution assumption: employee only about $139,341 at 4% or $92,894 at 6%; with 50% employer match about $92,894 at 4% or $61,929 at 6%; with 100% employer match about $69,670 at 4% or $46,447 at 6%. |
| 2016 | 1 | 16 | $2,950,398 | $176,837 | $11,052iApproximate average salary by contribution assumption: employee only about $276,308 at 4% or $184,205 at 6%; with 50% employer match about $184,205 at 4% or $122,803 at 6%; with 100% employer match about $138,154 at 4% or $92,103 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 16 | $2,950,398 | $176,837 | $11,052iApproximate average salary by contribution assumption: employee only about $276,308 at 4% or $184,205 at 6%; with 50% employer match about $184,205 at 4% or $122,803 at 6%; with 100% employer match about $138,154 at 4% or $92,103 at 6%. |
| 2015 | 1 | 15 | $2,617,560 | $164,731 | $10,982iApproximate average salary by contribution assumption: employee only about $274,552 at 4% or $183,034 at 6%; with 50% employer match about $183,034 at 4% or $122,023 at 6%; with 100% employer match about $137,276 at 4% or $91,517 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 15 | $2,617,560 | $164,731 | $10,982iApproximate average salary by contribution assumption: employee only about $274,552 at 4% or $183,034 at 6%; with 50% employer match about $183,034 at 4% or $122,023 at 6%; with 100% employer match about $137,276 at 4% or $91,517 at 6%. |
| 2014 | 1 | 14 | $2,515,770 | $167,553 | $11,968iApproximate average salary by contribution assumption: employee only about $299,202 at 4% or $199,468 at 6%; with 50% employer match about $199,468 at 4% or $132,979 at 6%; with 100% employer match about $149,601 at 4% or $99,734 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 14 | $2,515,770 | $167,553 | $11,968iApproximate average salary by contribution assumption: employee only about $299,202 at 4% or $199,468 at 6%; with 50% employer match about $199,468 at 4% or $132,979 at 6%; with 100% employer match about $149,601 at 4% or $99,734 at 6%. |
| 2013 | 1 | 14 | $2,279,257 | $155,771 | $11,127iApproximate average salary by contribution assumption: employee only about $278,163 at 4% or $185,442 at 6%; with 50% employer match about $185,442 at 4% or $123,628 at 6%; with 100% employer match about $139,081 at 4% or $92,721 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 14 | $2,279,257 | $155,771 | $11,127iApproximate average salary by contribution assumption: employee only about $278,163 at 4% or $185,442 at 6%; with 50% employer match about $185,442 at 4% or $123,628 at 6%; with 100% employer match about $139,081 at 4% or $92,721 at 6%. |
| 2012 | 1 | 11 | $1,702,009 | $139,891 | $12,717iApproximate average salary by contribution assumption: employee only about $317,934 at 4% or $211,956 at 6%; with 50% employer match about $211,956 at 4% or $141,304 at 6%; with 100% employer match about $158,967 at 4% or $105,978 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 11 | $1,702,009 | $139,891 | $12,717iApproximate average salary by contribution assumption: employee only about $317,934 at 4% or $211,956 at 6%; with 50% employer match about $211,956 at 4% or $141,304 at 6%; with 100% employer match about $158,967 at 4% or $105,978 at 6%. |
| 2011 | 1 | 10 | $1,373,972 | $138,639 | $13,864iApproximate average salary by contribution assumption: employee only about $346,598 at 4% or $231,065 at 6%; with 50% employer match about $231,065 at 4% or $154,043 at 6%; with 100% employer match about $173,299 at 4% or $115,533 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 10 | $1,373,972 | $138,639 | $13,864iApproximate average salary by contribution assumption: employee only about $346,598 at 4% or $231,065 at 6%; with 50% employer match about $231,065 at 4% or $154,043 at 6%; with 100% employer match about $173,299 at 4% or $115,533 at 6%. |
| 2010 | 1 | 11 | $1,364,308 | $143,964 | $13,088iApproximate average salary by contribution assumption: employee only about $327,191 at 4% or $218,127 at 6%; with 50% employer match about $218,127 at 4% or $145,418 at 6%; with 100% employer match about $163,595 at 4% or $109,064 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 11 | $1,364,308 | $143,964 | $13,088iApproximate average salary by contribution assumption: employee only about $327,191 at 4% or $218,127 at 6%; with 50% employer match about $218,127 at 4% or $145,418 at 6%; with 100% employer match about $163,595 at 4% or $109,064 at 6%. |
| 2009 | 1 | 9 | $1,188,224 | $127,295 | $14,144iApproximate average salary by contribution assumption: employee only about $353,597 at 4% or $235,731 at 6%; with 50% employer match about $235,731 at 4% or $157,154 at 6%; with 100% employer match about $176,799 at 4% or $117,866 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 9 | $1,188,224 | $127,295 | $14,144iApproximate average salary by contribution assumption: employee only about $353,597 at 4% or $235,731 at 6%; with 50% employer match about $235,731 at 4% or $157,154 at 6%; with 100% employer match about $176,799 at 4% or $117,866 at 6%. |
| 2008 | 1 | 7 | $815,835 | $98,912 | $14,130iApproximate average salary by contribution assumption: employee only about $353,257 at 4% or $235,505 at 6%; with 50% employer match about $235,505 at 4% or $157,003 at 6%; with 100% employer match about $176,629 at 4% or $117,752 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 7 | $815,835 | $98,912 | $14,130iApproximate average salary by contribution assumption: employee only about $353,257 at 4% or $235,505 at 6%; with 50% employer match about $235,505 at 4% or $157,003 at 6%; with 100% employer match about $176,629 at 4% or $117,752 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 7 | - | - | - |
| 2006 | 1 | 8 | $1,073,153 | $133,124 | $16,641iApproximate average salary by contribution assumption: employee only about $416,013 at 4% or $277,342 at 6%; with 50% employer match about $277,342 at 4% or $184,894 at 6%; with 100% employer match about $208,006 at 4% or $138,671 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 8 | $1,073,153 | $133,124 | $16,641iApproximate average salary by contribution assumption: employee only about $416,013 at 4% or $277,342 at 6%; with 50% employer match about $277,342 at 4% or $184,894 at 6%; with 100% employer match about $208,006 at 4% or $138,671 at 6%. |
| 2005 | 1 | 7 | $829,703 | $76,735 | $10,962iApproximate average salary by contribution assumption: employee only about $274,054 at 4% or $182,702 at 6%; with 50% employer match about $182,702 at 4% or $121,802 at 6%; with 100% employer match about $137,027 at 4% or $91,351 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 7 | $829,703 | $76,735 | $10,962iApproximate average salary by contribution assumption: employee only about $274,054 at 4% or $182,702 at 6%; with 50% employer match about $182,702 at 4% or $121,802 at 6%; with 100% employer match about $137,027 at 4% or $91,351 at 6%. |
| 2004 | 1 | 7 | $855,144 | $99,674 | $14,239iApproximate average salary by contribution assumption: employee only about $355,979 at 4% or $237,319 at 6%; with 50% employer match about $237,319 at 4% or $158,213 at 6%; with 100% employer match about $177,989 at 4% or $118,660 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 7 | $855,144 | $99,674 | $14,239iApproximate average salary by contribution assumption: employee only about $355,979 at 4% or $237,319 at 6%; with 50% employer match about $237,319 at 4% or $158,213 at 6%; with 100% employer match about $177,989 at 4% or $118,660 at 6%. |
| 2003 | 1 | 10 | $732,726 | $79,801 | $7,980iApproximate average salary by contribution assumption: employee only about $199,503 at 4% or $133,002 at 6%; with 50% employer match about $133,002 at 4% or $88,668 at 6%; with 100% employer match about $99,751 at 4% or $66,501 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 10 | $732,726 | $79,801 | $7,980iApproximate average salary by contribution assumption: employee only about $199,503 at 4% or $133,002 at 6%; with 50% employer match about $133,002 at 4% or $88,668 at 6%; with 100% employer match about $99,751 at 4% or $66,501 at 6%. |
| 2002 | 1 | 11 | $503,335 | $111,139 | $10,104iApproximate average salary by contribution assumption: employee only about $252,589 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,262 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 11 | $503,335 | $111,139 | $10,104iApproximate average salary by contribution assumption: employee only about $252,589 at 4% or $168,392 at 6%; with 50% employer match about $168,392 at 4% or $112,262 at 6%; with 100% employer match about $126,294 at 4% or $84,196 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 11 | - | - | - |
| 2000 | 1 | 9 | $428,769 | $98,521 | $10,947iApproximate average salary by contribution assumption: employee only about $273,669 at 4% or $182,446 at 6%; with 50% employer match about $182,446 at 4% or $121,631 at 6%; with 100% employer match about $136,835 at 4% or $91,223 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 9 | $428,769 | $98,521 | $10,947iApproximate average salary by contribution assumption: employee only about $273,669 at 4% or $182,446 at 6%; with 50% employer match about $182,446 at 4% or $121,631 at 6%; with 100% employer match about $136,835 at 4% or $91,223 at 6%. |
| 1999 | 1 | 11 | $400,488 | $96,997 | $8,818iApproximate average salary by contribution assumption: employee only about $220,448 at 4% or $146,965 at 6%; with 50% employer match about $146,965 at 4% or $97,977 at 6%; with 100% employer match about $110,224 at 4% or $73,483 at 6%. |
| The Walker, Morgan & Kinard LLC 401K Plan | - | 11 | $400,488 | $96,997 | $8,818iApproximate average salary by contribution assumption: employee only about $220,448 at 4% or $146,965 at 6%; with 50% employer match about $146,965 at 4% or $97,977 at 6%; with 100% employer match about $110,224 at 4% or $73,483 at 6%. |