Civic Intelligence

THE BELLINGRATH MORSE FOUNDATION

Plan context: BELLINGRATH GARDENS & HOME 401(K) RETIREMENT

EIN 63-6017803 • Theodore, AL • 23 filings • 6 plans

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12401 Bellingrath Gardens RoadTheodore, AL 36582
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$585,748

2024 Contributions

$46,124

Historical Graphs

Total Assets Over Time

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

$1,087,897$543,949$0200020142024YearValue
$585,748Latest year 2024

Participants Over Time

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

36180200020132024YearValue
26Latest 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
2024126$585,748$46,124$1,774iApproximate average salary by contribution assumption: employee only about $44,350 at 4% or $29,567 at 6%; with 50% employer match about $29,567 at 4% or $19,711 at 6%; with 100% employer match about $22,175 at 4% or $14,783 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT-26$585,748$46,124$1,774iApproximate average salary by contribution assumption: employee only about $44,350 at 4% or $29,567 at 6%; with 50% employer match about $29,567 at 4% or $19,711 at 6%; with 100% employer match about $22,175 at 4% or $14,783 at 6%.
2023125$491,279$46,632$1,865iApproximate average salary by contribution assumption: employee only about $46,632 at 4% or $31,088 at 6%; with 50% employer match about $31,088 at 4% or $20,725 at 6%; with 100% employer match about $23,316 at 4% or $15,544 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT-25$491,279$46,632$1,865iApproximate average salary by contribution assumption: employee only about $46,632 at 4% or $31,088 at 6%; with 50% employer match about $31,088 at 4% or $20,725 at 6%; with 100% employer match about $23,316 at 4% or $15,544 at 6%.
2022125$952,369$55,123$2,205iApproximate average salary by contribution assumption: employee only about $55,123 at 4% or $36,749 at 6%; with 50% employer match about $36,749 at 4% or $24,499 at 6%; with 100% employer match about $27,562 at 4% or $18,374 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT-25$952,369$55,123$2,205iApproximate average salary by contribution assumption: employee only about $55,123 at 4% or $36,749 at 6%; with 50% employer match about $36,749 at 4% or $24,499 at 6%; with 100% employer match about $27,562 at 4% or $18,374 at 6%.
2021123$1,087,897$52,366$2,277iApproximate average salary by contribution assumption: employee only about $56,920 at 4% or $37,946 at 6%; with 50% employer match about $37,946 at 4% or $25,298 at 6%; with 100% employer match about $28,460 at 4% or $18,973 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT-23$1,087,897$52,366$2,277iApproximate average salary by contribution assumption: employee only about $56,920 at 4% or $37,946 at 6%; with 50% employer match about $37,946 at 4% or $25,298 at 6%; with 100% employer match about $28,460 at 4% or $18,973 at 6%.
2020123$1,028,504$49,109$2,135iApproximate average salary by contribution assumption: employee only about $53,379 at 4% or $35,586 at 6%; with 50% employer match about $35,586 at 4% or $23,724 at 6%; with 100% employer match about $26,690 at 4% or $17,793 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT-23$1,028,504$49,109$2,135iApproximate average salary by contribution assumption: employee only about $53,379 at 4% or $35,586 at 6%; with 50% employer match about $35,586 at 4% or $23,724 at 6%; with 100% employer match about $26,690 at 4% or $17,793 at 6%.
2019126$848,090$59,108$2,273iApproximate average salary by contribution assumption: employee only about $56,835 at 4% or $37,890 at 6%; with 50% employer match about $37,890 at 4% or $25,260 at 6%; with 100% employer match about $28,417 at 4% or $18,945 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-26$848,090$59,108$2,273iApproximate average salary by contribution assumption: employee only about $56,835 at 4% or $37,890 at 6%; with 50% employer match about $37,890 at 4% or $25,260 at 6%; with 100% employer match about $28,417 at 4% or $18,945 at 6%.
2018124$666,144$61,858$2,577iApproximate average salary by contribution assumption: employee only about $64,435 at 4% or $42,957 at 6%; with 50% employer match about $42,957 at 4% or $28,638 at 6%; with 100% employer match about $32,218 at 4% or $21,478 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-24$666,144$61,858$2,577iApproximate average salary by contribution assumption: employee only about $64,435 at 4% or $42,957 at 6%; with 50% employer match about $42,957 at 4% or $28,638 at 6%; with 100% employer match about $32,218 at 4% or $21,478 at 6%.
2017123$673,937$55,218$2,401iApproximate average salary by contribution assumption: employee only about $60,020 at 4% or $40,013 at 6%; with 50% employer match about $40,013 at 4% or $26,675 at 6%; with 100% employer match about $30,010 at 4% or $20,007 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-23$673,937$55,218$2,401iApproximate average salary by contribution assumption: employee only about $60,020 at 4% or $40,013 at 6%; with 50% employer match about $40,013 at 4% or $26,675 at 6%; with 100% employer match about $30,010 at 4% or $20,007 at 6%.
2016123$566,605$57,685$2,508iApproximate average salary by contribution assumption: employee only about $62,701 at 4% or $41,801 at 6%; with 50% employer match about $41,801 at 4% or $27,867 at 6%; with 100% employer match about $31,351 at 4% or $20,900 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-23$566,605$57,685$2,508iApproximate average salary by contribution assumption: employee only about $62,701 at 4% or $41,801 at 6%; with 50% employer match about $41,801 at 4% or $27,867 at 6%; with 100% employer match about $31,351 at 4% or $20,900 at 6%.
2015125$545,654$59,158$2,366iApproximate average salary by contribution assumption: employee only about $59,158 at 4% or $39,439 at 6%; with 50% employer match about $39,439 at 4% or $26,292 at 6%; with 100% employer match about $29,579 at 4% or $19,719 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-25$545,654$59,158$2,366iApproximate average salary by contribution assumption: employee only about $59,158 at 4% or $39,439 at 6%; with 50% employer match about $39,439 at 4% or $26,292 at 6%; with 100% employer match about $29,579 at 4% or $19,719 at 6%.
2014131$507,866$61,705$1,990iApproximate average salary by contribution assumption: employee only about $49,762 at 4% or $33,175 at 6%; with 50% employer match about $33,175 at 4% or $22,116 at 6%; with 100% employer match about $24,881 at 4% or $16,587 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-31$507,866$61,705$1,990iApproximate average salary by contribution assumption: employee only about $49,762 at 4% or $33,175 at 6%; with 50% employer match about $33,175 at 4% or $22,116 at 6%; with 100% employer match about $24,881 at 4% or $16,587 at 6%.
2013133$568,529$54,578$1,654iApproximate average salary by contribution assumption: employee only about $41,347 at 4% or $27,565 at 6%; with 50% employer match about $27,565 at 4% or $18,376 at 6%; with 100% employer match about $20,673 at 4% or $13,782 at 6%.
BELLINGRATH GARDENS & HOME 401(K) RETIREMENT PLAN-33$568,529$54,578$1,654iApproximate average salary by contribution assumption: employee only about $41,347 at 4% or $27,565 at 6%; with 50% employer match about $27,565 at 4% or $18,376 at 6%; with 100% employer match about $20,673 at 4% or $13,782 at 6%.
2012132$457,673$63,185$1,975iApproximate average salary by contribution assumption: employee only about $49,363 at 4% or $32,909 at 6%; with 50% employer match about $32,909 at 4% or $21,939 at 6%; with 100% employer match about $24,682 at 4% or $16,454 at 6%.
BELLINGRATH GARDENS AND HOME 401(K) RETIREMENT PLAN-32$457,673$63,185$1,975iApproximate average salary by contribution assumption: employee only about $49,363 at 4% or $32,909 at 6%; with 50% employer match about $32,909 at 4% or $21,939 at 6%; with 100% employer match about $24,682 at 4% or $16,454 at 6%.
2011133$467,500$56,993$1,727iApproximate average salary by contribution assumption: employee only about $43,177 at 4% or $28,784 at 6%; with 50% employer match about $28,784 at 4% or $19,190 at 6%; with 100% employer match about $21,588 at 4% or $14,392 at 6%.
BELLINGRATH GARDENS AND HOME 401(K) RETIREMENT PLAN-33$467,500$56,993$1,727iApproximate average salary by contribution assumption: employee only about $43,177 at 4% or $28,784 at 6%; with 50% employer match about $28,784 at 4% or $19,190 at 6%; with 100% employer match about $21,588 at 4% or $14,392 at 6%.
2010131$411,370$52,549$1,695iApproximate average salary by contribution assumption: employee only about $42,378 at 4% or $28,252 at 6%; with 50% employer match about $28,252 at 4% or $18,835 at 6%; with 100% employer match about $21,189 at 4% or $14,126 at 6%.
BELLINGRATH GARDENS AND HOME 401(K) RETIREMENT PLAN-31$411,370$52,549$1,695iApproximate average salary by contribution assumption: employee only about $42,378 at 4% or $28,252 at 6%; with 50% employer match about $28,252 at 4% or $18,835 at 6%; with 100% employer match about $21,189 at 4% or $14,126 at 6%.
2009130$330,415$48,010$1,600iApproximate average salary by contribution assumption: employee only about $40,008 at 4% or $26,672 at 6%; with 50% employer match about $26,672 at 4% or $17,781 at 6%; with 100% employer match about $20,004 at 4% or $13,336 at 6%.
BELLINGRATH GARDENS AND HOME 401(K) RETIREMENT PLAN-30$330,415$48,010$1,600iApproximate average salary by contribution assumption: employee only about $40,008 at 4% or $26,672 at 6%; with 50% employer match about $26,672 at 4% or $17,781 at 6%; with 100% employer match about $20,004 at 4% or $13,336 at 6%.
2007124$0$0-
BELLINGRATH GARDENS & HOME 401K RETIREMENT PLAN-24---
2006127$194,840$48,134$1,783iApproximate average salary by contribution assumption: employee only about $44,569 at 4% or $29,712 at 6%; with 50% employer match about $29,712 at 4% or $19,808 at 6%; with 100% employer match about $22,284 at 4% or $14,856 at 6%.
BELLINGRATH GARDENS & HOME 401K RETIREMENT PLAN-27$194,840$48,134$1,783iApproximate average salary by contribution assumption: employee only about $44,569 at 4% or $29,712 at 6%; with 50% employer match about $29,712 at 4% or $19,808 at 6%; with 100% employer match about $22,284 at 4% or $14,856 at 6%.
2005133$166,268$32,608$988iApproximate average salary by contribution assumption: employee only about $24,703 at 4% or $16,469 at 6%; with 50% employer match about $16,469 at 4% or $10,979 at 6%; with 100% employer match about $12,352 at 4% or $8,234 at 6%.
BELLINGRATH GARDENS & HOME 401K RETIREMENT-33$166,268$32,608$988iApproximate average salary by contribution assumption: employee only about $24,703 at 4% or $16,469 at 6%; with 50% employer match about $16,469 at 4% or $10,979 at 6%; with 100% employer match about $12,352 at 4% or $8,234 at 6%.
2004132$139,801$34,520$1,079iApproximate average salary by contribution assumption: employee only about $26,969 at 4% or $17,979 at 6%; with 50% employer match about $17,979 at 4% or $11,986 at 6%; with 100% employer match about $13,484 at 4% or $8,990 at 6%.
BELLINGRATH GARDENS & HOME 401K RETIREMENT-32$139,801$34,520$1,079iApproximate average salary by contribution assumption: employee only about $26,969 at 4% or $17,979 at 6%; with 50% employer match about $17,979 at 4% or $11,986 at 6%; with 100% employer match about $13,484 at 4% or $8,990 at 6%.
2003134$105,410$34,468$1,014iApproximate average salary by contribution assumption: employee only about $25,344 at 4% or $16,896 at 6%; with 50% employer match about $16,896 at 4% or $11,264 at 6%; with 100% employer match about $12,672 at 4% or $8,448 at 6%.
BELLINGRATH GARDENS & HOME 401K RETIREMENT-34$105,410$34,468$1,014iApproximate average salary by contribution assumption: employee only about $25,344 at 4% or $16,896 at 6%; with 50% employer match about $16,896 at 4% or $11,264 at 6%; with 100% employer match about $12,672 at 4% or $8,448 at 6%.
2001136$0$0-
BELLINGRATH GARDENS & HOME 401K RETIREMENT-36---
2000126$7,758$7,705$296iApproximate average salary by contribution assumption: employee only about $7,409 at 4% or $4,939 at 6%; with 50% employer match about $4,939 at 4% or $3,293 at 6%; with 100% employer match about $3,704 at 4% or $2,470 at 6%.
BELLINGRATH GARDENS & HOMES 401K RETIREMENT PLAN-26$7,758$7,705$296iApproximate average salary by contribution assumption: employee only about $7,409 at 4% or $4,939 at 6%; with 50% employer match about $4,939 at 4% or $3,293 at 6%; with 100% employer match about $3,704 at 4% or $2,470 at 6%.