R.W. Mortimer & Assoc. Inc.
Plan context: R.W. Mortimer & Assoc. Inc. 401K Plan
EIN 95-2540069 • 9 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
9
2002 Assets
$836,206
2002 Contributions
$364,570
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| R.W. Mortimer & Assoc. Inc. 401K Plan | - | 0 | - | - | - |
| 2001 | 2 | 9 | $0 | $0 | - |
| R.W. Mortimer & Assoc. Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| R.W. Mortimer & Assoc. Inc. 401K Plan | - | 9 | - | - | - |
| 2000 | 3 | 10 | $0 | $0 | - |
| R.W. Mortimer & Assoc. Inc. 401K Plan | - | 8 | - | - | - |
| R.W. Mortimer & Assoc. Inc. Defined Benefit Pension Plan | - | 10 | - | - | - |
| R.W. Mortimer & Assoc. Inc. Cafeteria Plan | - | 6 | - | - | - |
| 1999 | 3 | 10 | $836,206 | $364,570 | $36,457iApproximate average salary by contribution assumption: employee only about $911,425 at 4% or $607,617 at 6%; with 50% employer match about $607,617 at 4% or $405,078 at 6%; with 100% employer match about $455,713 at 4% or $303,808 at 6%. |
| R.W. Mortimer & Assoc. Inc. 401K Plan | - | 10 | $725,479 | $238,905 | $23,891iApproximate average salary by contribution assumption: employee only about $597,263 at 4% or $398,175 at 6%; with 50% employer match about $398,175 at 4% or $265,450 at 6%; with 100% employer match about $298,631 at 4% or $199,088 at 6%. |
| R.W. Mortimer & Assoc. Inc. Defined Benefit Pension Plan | - | 10 | $110,727 | $110,727 | $11,073iApproximate average salary by contribution assumption: employee only about $276,818 at 4% or $184,545 at 6%; with 50% employer match about $184,545 at 4% or $123,030 at 6%; with 100% employer match about $138,409 at 4% or $92,273 at 6%. |
| R.W. Mortimer & Assoc. Inc. Cafeteria Plan | - | 8 | - | $14,938 | $1,867iApproximate average salary by contribution assumption: employee only about $46,681 at 4% or $31,121 at 6%; with 50% employer match about $31,121 at 4% or $20,747 at 6%; with 100% employer match about $23,341 at 4% or $15,560 at 6%. |