Morton Burdette Insurance Group LLC
Plan context: Morton Burdette Insurance Group LLC 401(K) Plan
EIN 83-2371441 • Ripley, WV • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$203,094
2025 Contributions
$29,206
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 | 2 | $203,094 | $29,206 | $14,603iApproximate average salary by contribution assumption: employee only about $365,075 at 4% or $243,383 at 6%; with 50% employer match about $243,383 at 4% or $162,256 at 6%; with 100% employer match about $182,538 at 4% or $121,692 at 6%. |
| Morton Burdette Insurance Group LLC 401(K) Plan | - | 2 | $203,094 | $29,206 | $14,603iApproximate average salary by contribution assumption: employee only about $365,075 at 4% or $243,383 at 6%; with 50% employer match about $243,383 at 4% or $162,256 at 6%; with 100% employer match about $182,538 at 4% or $121,692 at 6%. |
| 2024 | 1 | 1 | $156,301 | $28,500 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| Morton Burdette Insurance Group LLC 401(K) Plan | - | 1 | $156,301 | $28,500 | $28,500iApproximate average salary by contribution assumption: employee only about $712,500 at 4% or $475,000 at 6%; with 50% employer match about $475,000 at 4% or $316,667 at 6%; with 100% employer match about $356,250 at 4% or $237,500 at 6%. |
| 2023 | 1 | 3 | $141,493 | $30,067 | $10,022iApproximate average salary by contribution assumption: employee only about $250,558 at 4% or $167,039 at 6%; with 50% employer match about $167,039 at 4% or $111,359 at 6%; with 100% employer match about $125,279 at 4% or $83,519 at 6%. |
| Morton Burdette Insurance Group LLC 401(K) Plan | - | 3 | $141,493 | $30,067 | $10,022iApproximate average salary by contribution assumption: employee only about $250,558 at 4% or $167,039 at 6%; with 50% employer match about $167,039 at 4% or $111,359 at 6%; with 100% employer match about $125,279 at 4% or $83,519 at 6%. |
| 2022 | 1 | 3 | $90,914 | $26,757 | $8,919iApproximate average salary by contribution assumption: employee only about $222,975 at 4% or $148,650 at 6%; with 50% employer match about $148,650 at 4% or $99,100 at 6%; with 100% employer match about $111,488 at 4% or $74,325 at 6%. |
| Morton Burdette Insurance Group LLC 401(K) Plan | - | 3 | $90,914 | $26,757 | $8,919iApproximate average salary by contribution assumption: employee only about $222,975 at 4% or $148,650 at 6%; with 50% employer match about $148,650 at 4% or $99,100 at 6%; with 100% employer match about $111,488 at 4% or $74,325 at 6%. |
| 2021 | 1 | 3 | $83,358 | $32,147 | $10,716iApproximate average salary by contribution assumption: employee only about $267,892 at 4% or $178,594 at 6%; with 50% employer match about $178,594 at 4% or $119,063 at 6%; with 100% employer match about $133,946 at 4% or $89,297 at 6%. |
| Morton Burdette Insurance Group LLC 401(K) Plan | - | 3 | $83,358 | $32,147 | $10,716iApproximate average salary by contribution assumption: employee only about $267,892 at 4% or $178,594 at 6%; with 50% employer match about $178,594 at 4% or $119,063 at 6%; with 100% employer match about $133,946 at 4% or $89,297 at 6%. |
| 2020 | 1 | 3 | $45,682 | $42,698 | $14,233iApproximate average salary by contribution assumption: employee only about $355,817 at 4% or $237,211 at 6%; with 50% employer match about $237,211 at 4% or $158,141 at 6%; with 100% employer match about $177,908 at 4% or $118,606 at 6%. |
| Morton Burdette Insurance Group LLC 401(K) Plan | - | 3 | $45,682 | $42,698 | $14,233iApproximate average salary by contribution assumption: employee only about $355,817 at 4% or $237,211 at 6%; with 50% employer match about $237,211 at 4% or $158,141 at 6%; with 100% employer match about $177,908 at 4% or $118,606 at 6%. |