SHIELDWORKS
Plan context: SHIELDWORKS 401(K) PLAN
EIN 74-3166193 • Winchester, KY • 11 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
45
2025 Assets
$2,109,101
2025 Contributions
$617,567
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 45 | $2,109,101 | $617,567 | $13,724iApproximate average salary by contribution assumption: employee only about $343,093 at 4% or $228,729 at 6%; with 50% employer match about $228,729 at 4% or $152,486 at 6%; with 100% employer match about $171,546 at 4% or $114,364 at 6%. |
| SHIELDWORKS 401(K) PLAN | - | 45 | $2,109,101 | $617,567 | $13,724iApproximate average salary by contribution assumption: employee only about $343,093 at 4% or $228,729 at 6%; with 50% employer match about $228,729 at 4% or $152,486 at 6%; with 100% employer match about $171,546 at 4% or $114,364 at 6%. |
| 2024 | 2 | 35 | $1,282,820 | $650,041 | $18,573iApproximate average salary by contribution assumption: employee only about $464,315 at 4% or $309,543 at 6%; with 50% employer match about $309,543 at 4% or $206,362 at 6%; with 100% employer match about $232,157 at 4% or $154,772 at 6%. |
| SHIELDWORKS 401(K) PLAN | - | 35 | $1,269,095 | $346,738 | $9,907iApproximate average salary by contribution assumption: employee only about $247,670 at 4% or $165,113 at 6%; with 50% employer match about $165,113 at 4% or $110,076 at 6%; with 100% employer match about $123,835 at 4% or $82,557 at 6%. |
| SHIELDWORKS CBS BENEFIT PLAN | - | 28 | $13,725 | $303,303 | $10,832iApproximate average salary by contribution assumption: employee only about $270,806 at 4% or $180,538 at 6%; with 50% employer match about $180,538 at 4% or $120,358 at 6%; with 100% employer match about $135,403 at 4% or $90,269 at 6%. |
| 2023 | 1 | 37 | $864,794 | $404,788 | $10,940iApproximate average salary by contribution assumption: employee only about $273,505 at 4% or $182,337 at 6%; with 50% employer match about $182,337 at 4% or $121,558 at 6%; with 100% employer match about $136,753 at 4% or $91,168 at 6%. |
| SHIELDWORKS 401(K) PLAN | - | 37 | $864,794 | $404,788 | $10,940iApproximate average salary by contribution assumption: employee only about $273,505 at 4% or $182,337 at 6%; with 50% employer match about $182,337 at 4% or $121,558 at 6%; with 100% employer match about $136,753 at 4% or $91,168 at 6%. |
| 2022 | 1 | 28 | $381,684 | $383,485 | $13,696iApproximate average salary by contribution assumption: employee only about $342,397 at 4% or $228,265 at 6%; with 50% employer match about $228,265 at 4% or $152,177 at 6%; with 100% employer match about $171,199 at 4% or $114,132 at 6%. |
| SHIELDWORKS 401(K) PLAN | - | 28 | $381,684 | $383,485 | $13,696iApproximate average salary by contribution assumption: employee only about $342,397 at 4% or $228,265 at 6%; with 50% employer match about $228,265 at 4% or $152,177 at 6%; with 100% employer match about $171,199 at 4% or $114,132 at 6%. |
| 2011 | 1 | 0 | $0 | $1,921 | - |
| MORGAN HAYDEN, LLC 401K RETIREMENT SAVINGS PLAN | - | 0 | $0 | $1,921 | - |
| 2010 | 1 | 4 | $107,482 | $6,219 | $1,555iApproximate average salary by contribution assumption: employee only about $38,869 at 4% or $25,913 at 6%; with 50% employer match about $25,913 at 4% or $17,275 at 6%; with 100% employer match about $19,434 at 4% or $12,956 at 6%. |
| MORGAN HAYDEN, LLC 401K RETIREMENT SAVINGS PLAN | - | 4 | $107,482 | $6,219 | $1,555iApproximate average salary by contribution assumption: employee only about $38,869 at 4% or $25,913 at 6%; with 50% employer match about $25,913 at 4% or $17,275 at 6%; with 100% employer match about $19,434 at 4% or $12,956 at 6%. |
| 2009 | 1 | 4 | $87,713 | $5,925 | $1,481iApproximate average salary by contribution assumption: employee only about $37,031 at 4% or $24,688 at 6%; with 50% employer match about $24,688 at 4% or $16,458 at 6%; with 100% employer match about $18,516 at 4% or $12,344 at 6%. |
| MORGAN HAYDEN, LLC 401(K) RETIREMENT SAVINGS PLAN | - | 4 | $87,713 | $5,925 | $1,481iApproximate average salary by contribution assumption: employee only about $37,031 at 4% or $24,688 at 6%; with 50% employer match about $24,688 at 4% or $16,458 at 6%; with 100% employer match about $18,516 at 4% or $12,344 at 6%. |
| 2008 | 1 | 3 | $65,685 | $3,258 | $1,086iApproximate average salary by contribution assumption: employee only about $27,150 at 4% or $18,100 at 6%; with 50% employer match about $18,100 at 4% or $12,067 at 6%; with 100% employer match about $13,575 at 4% or $9,050 at 6%. |
| MORGAN HAYDEN, LLC 401K RETIREMENT SAVINGS PLAN | - | 3 | $65,685 | $3,258 | $1,086iApproximate average salary by contribution assumption: employee only about $27,150 at 4% or $18,100 at 6%; with 50% employer match about $18,100 at 4% or $12,067 at 6%; with 100% employer match about $13,575 at 4% or $9,050 at 6%. |
| 2007 | 1 | 3 | $109,477 | $23,094 | $7,698iApproximate average salary by contribution assumption: employee only about $192,450 at 4% or $128,300 at 6%; with 50% employer match about $128,300 at 4% or $85,533 at 6%; with 100% employer match about $96,225 at 4% or $64,150 at 6%. |
| MORGAN HAYDEN, LLC 401K RETIREMENT SAVINGS PLAN | - | 3 | $109,477 | $23,094 | $7,698iApproximate average salary by contribution assumption: employee only about $192,450 at 4% or $128,300 at 6%; with 50% employer match about $128,300 at 4% or $85,533 at 6%; with 100% employer match about $96,225 at 4% or $64,150 at 6%. |
| 2006 | 1 | 3 | $88,975 | $90,433 | $30,144iApproximate average salary by contribution assumption: employee only about $753,608 at 4% or $502,406 at 6%; with 50% employer match about $502,406 at 4% or $334,937 at 6%; with 100% employer match about $376,804 at 4% or $251,203 at 6%. |
| MORGAN HAYDEN, LLC 401K RETIREMENT SAVINGS PLAN | - | 3 | $88,975 | $90,433 | $30,144iApproximate average salary by contribution assumption: employee only about $753,608 at 4% or $502,406 at 6%; with 50% employer match about $502,406 at 4% or $334,937 at 6%; with 100% employer match about $376,804 at 4% or $251,203 at 6%. |