Morris Simmons & Associates
Plan context: Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust
EIN 01-0852225 • Westland, MI • 19 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$928,631
2024 Contributions
$64,369
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $928,631 | $64,369 | $6,437iApproximate average salary by contribution assumption: employee only about $160,923 at 4% or $107,282 at 6%; with 50% employer match about $107,282 at 4% or $71,521 at 6%; with 100% employer match about $80,461 at 4% or $53,641 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 10 | $928,631 | $64,369 | $6,437iApproximate average salary by contribution assumption: employee only about $160,923 at 4% or $107,282 at 6%; with 50% employer match about $107,282 at 4% or $71,521 at 6%; with 100% employer match about $80,461 at 4% or $53,641 at 6%. |
| 2023 | 1 | 10 | $750,512 | $64,247 | $6,425iApproximate average salary by contribution assumption: employee only about $160,618 at 4% or $107,078 at 6%; with 50% employer match about $107,078 at 4% or $71,386 at 6%; with 100% employer match about $80,309 at 4% or $53,539 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 10 | $750,512 | $64,247 | $6,425iApproximate average salary by contribution assumption: employee only about $160,618 at 4% or $107,078 at 6%; with 50% employer match about $107,078 at 4% or $71,386 at 6%; with 100% employer match about $80,309 at 4% or $53,539 at 6%. |
| 2022 | 1 | 10 | $587,407 | $55,260 | $5,526iApproximate average salary by contribution assumption: employee only about $138,150 at 4% or $92,100 at 6%; with 50% employer match about $92,100 at 4% or $61,400 at 6%; with 100% employer match about $69,075 at 4% or $46,050 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 10 | $587,407 | $55,260 | $5,526iApproximate average salary by contribution assumption: employee only about $138,150 at 4% or $92,100 at 6%; with 50% employer match about $92,100 at 4% or $61,400 at 6%; with 100% employer match about $69,075 at 4% or $46,050 at 6%. |
| 2021 | 1 | 9 | $610,534 | $41,784 | $4,643iApproximate average salary by contribution assumption: employee only about $116,067 at 4% or $77,378 at 6%; with 50% employer match about $77,378 at 4% or $51,585 at 6%; with 100% employer match about $58,033 at 4% or $38,689 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $610,534 | $41,784 | $4,643iApproximate average salary by contribution assumption: employee only about $116,067 at 4% or $77,378 at 6%; with 50% employer match about $77,378 at 4% or $51,585 at 6%; with 100% employer match about $58,033 at 4% or $38,689 at 6%. |
| 2020 | 1 | 9 | $489,452 | $26,590 | $2,954iApproximate average salary by contribution assumption: employee only about $73,861 at 4% or $49,241 at 6%; with 50% employer match about $49,241 at 4% or $32,827 at 6%; with 100% employer match about $36,931 at 4% or $24,620 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $489,452 | $26,590 | $2,954iApproximate average salary by contribution assumption: employee only about $73,861 at 4% or $49,241 at 6%; with 50% employer match about $49,241 at 4% or $32,827 at 6%; with 100% employer match about $36,931 at 4% or $24,620 at 6%. |
| 2019 | 1 | 9 | $492,256 | $24,979 | $2,775iApproximate average salary by contribution assumption: employee only about $69,386 at 4% or $46,257 at 6%; with 50% employer match about $46,257 at 4% or $30,838 at 6%; with 100% employer match about $34,693 at 4% or $23,129 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $492,256 | $24,979 | $2,775iApproximate average salary by contribution assumption: employee only about $69,386 at 4% or $46,257 at 6%; with 50% employer match about $46,257 at 4% or $30,838 at 6%; with 100% employer match about $34,693 at 4% or $23,129 at 6%. |
| 2018 | 1 | 9 | $391,356 | $20,390 | $2,266iApproximate average salary by contribution assumption: employee only about $56,639 at 4% or $37,759 at 6%; with 50% employer match about $37,759 at 4% or $25,173 at 6%; with 100% employer match about $28,319 at 4% or $18,880 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $391,356 | $20,390 | $2,266iApproximate average salary by contribution assumption: employee only about $56,639 at 4% or $37,759 at 6%; with 50% employer match about $37,759 at 4% or $25,173 at 6%; with 100% employer match about $28,319 at 4% or $18,880 at 6%. |
| 2017 | 1 | 10 | $381,103 | $15,839 | $1,584iApproximate average salary by contribution assumption: employee only about $39,598 at 4% or $26,398 at 6%; with 50% employer match about $26,398 at 4% or $17,599 at 6%; with 100% employer match about $19,799 at 4% or $13,199 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 10 | $381,103 | $15,839 | $1,584iApproximate average salary by contribution assumption: employee only about $39,598 at 4% or $26,398 at 6%; with 50% employer match about $26,398 at 4% or $17,599 at 6%; with 100% employer match about $19,799 at 4% or $13,199 at 6%. |
| 2016 | 1 | 14 | $359,063 | $431,449 | $30,818iApproximate average salary by contribution assumption: employee only about $770,445 at 4% or $513,630 at 6%; with 50% employer match about $513,630 at 4% or $342,420 at 6%; with 100% employer match about $385,222 at 4% or $256,815 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 14 | $359,063 | $431,449 | $30,818iApproximate average salary by contribution assumption: employee only about $770,445 at 4% or $513,630 at 6%; with 50% employer match about $513,630 at 4% or $342,420 at 6%; with 100% employer match about $385,222 at 4% or $256,815 at 6%. |
| 2015 | 1 | 9 | $319,408 | $19,617 | $2,180iApproximate average salary by contribution assumption: employee only about $54,492 at 4% or $36,328 at 6%; with 50% employer match about $36,328 at 4% or $24,219 at 6%; with 100% employer match about $27,246 at 4% or $18,164 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $319,408 | $19,617 | $2,180iApproximate average salary by contribution assumption: employee only about $54,492 at 4% or $36,328 at 6%; with 50% employer match about $36,328 at 4% or $24,219 at 6%; with 100% employer match about $27,246 at 4% or $18,164 at 6%. |
| 2014 | 1 | 9 | $322,590 | $17,996 | $2,000iApproximate average salary by contribution assumption: employee only about $49,989 at 4% or $33,326 at 6%; with 50% employer match about $33,326 at 4% or $22,217 at 6%; with 100% employer match about $24,994 at 4% or $16,663 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $322,590 | $17,996 | $2,000iApproximate average salary by contribution assumption: employee only about $49,989 at 4% or $33,326 at 6%; with 50% employer match about $33,326 at 4% or $22,217 at 6%; with 100% employer match about $24,994 at 4% or $16,663 at 6%. |
| 2013 | 1 | 9 | $308,383 | $12,445 | $1,383iApproximate average salary by contribution assumption: employee only about $34,569 at 4% or $23,046 at 6%; with 50% employer match about $23,046 at 4% or $15,364 at 6%; with 100% employer match about $17,285 at 4% or $11,523 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 9 | $308,383 | $12,445 | $1,383iApproximate average salary by contribution assumption: employee only about $34,569 at 4% or $23,046 at 6%; with 50% employer match about $23,046 at 4% or $15,364 at 6%; with 100% employer match about $17,285 at 4% or $11,523 at 6%. |
| 2012 | 1 | 10 | $298,825 | $14,183 | $1,418iApproximate average salary by contribution assumption: employee only about $35,458 at 4% or $23,638 at 6%; with 50% employer match about $23,638 at 4% or $15,759 at 6%; with 100% employer match about $17,729 at 4% or $11,819 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 10 | $298,825 | $14,183 | $1,418iApproximate average salary by contribution assumption: employee only about $35,458 at 4% or $23,638 at 6%; with 50% employer match about $23,638 at 4% or $15,759 at 6%; with 100% employer match about $17,729 at 4% or $11,819 at 6%. |
| 2011 | 1 | 13 | $260,481 | $14,351 | $1,104iApproximate average salary by contribution assumption: employee only about $27,598 at 4% or $18,399 at 6%; with 50% employer match about $18,399 at 4% or $12,266 at 6%; with 100% employer match about $13,799 at 4% or $9,199 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 13 | $260,481 | $14,351 | $1,104iApproximate average salary by contribution assumption: employee only about $27,598 at 4% or $18,399 at 6%; with 50% employer match about $18,399 at 4% or $12,266 at 6%; with 100% employer match about $13,799 at 4% or $9,199 at 6%. |
| 2010 | 1 | 13 | $249,006 | $21,190 | $1,630iApproximate average salary by contribution assumption: employee only about $40,750 at 4% or $27,167 at 6%; with 50% employer match about $27,167 at 4% or $18,111 at 6%; with 100% employer match about $20,375 at 4% or $13,583 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 13 | $249,006 | $21,190 | $1,630iApproximate average salary by contribution assumption: employee only about $40,750 at 4% or $27,167 at 6%; with 50% employer match about $27,167 at 4% or $18,111 at 6%; with 100% employer match about $20,375 at 4% or $13,583 at 6%. |
| 2009 | 1 | 13 | $206,773 | $38,442 | $2,957iApproximate average salary by contribution assumption: employee only about $73,927 at 4% or $49,285 at 6%; with 50% employer match about $49,285 at 4% or $32,856 at 6%; with 100% employer match about $36,963 at 4% or $24,642 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 13 | $206,773 | $38,442 | $2,957iApproximate average salary by contribution assumption: employee only about $73,927 at 4% or $49,285 at 6%; with 50% employer match about $49,285 at 4% or $32,856 at 6%; with 100% employer match about $36,963 at 4% or $24,642 at 6%. |
| 2008 | 1 | 14 | $143,844 | $59,290 | $4,235iApproximate average salary by contribution assumption: employee only about $105,875 at 4% or $70,583 at 6%; with 50% employer match about $70,583 at 4% or $47,056 at 6%; with 100% employer match about $52,938 at 4% or $35,292 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 14 | $143,844 | $59,290 | $4,235iApproximate average salary by contribution assumption: employee only about $105,875 at 4% or $70,583 at 6%; with 50% employer match about $70,583 at 4% or $47,056 at 6%; with 100% employer match about $52,938 at 4% or $35,292 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 12 | - | - | - |
| 2006 | 1 | 12 | $57,198 | $57,164 | $4,764iApproximate average salary by contribution assumption: employee only about $119,092 at 4% or $79,394 at 6%; with 50% employer match about $79,394 at 4% or $52,930 at 6%; with 100% employer match about $59,546 at 4% or $39,697 at 6%. |
| Morris, Simmons & Associates 401(K) Profit Sharing Plan & Trust | - | 12 | $57,198 | $57,164 | $4,764iApproximate average salary by contribution assumption: employee only about $119,092 at 4% or $79,394 at 6%; with 50% employer match about $79,394 at 4% or $52,930 at 6%; with 100% employer match about $59,546 at 4% or $39,697 at 6%. |