Civic Intelligence

Morris Wilson PC.

Plan context: Morris Wilson PC. 401K Profit Sharing Plan

EIN 02-0695124 • Conshohocken, PA • 15 filings • 5 plans

161 Washington St, Suite 900Conshohocken, PA 19428
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,504,617

2024 Contributions

$158,980

Historical Graphs

Total Assets Over Time

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

$3,504,617$1,752,309$0201020172024YearValue
$3,504,617Latest year 2024

Participants Over Time

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

1260201020172024YearValue
9Latest 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
202419$3,504,617$158,980$17,664iApproximate average salary by contribution assumption: employee only about $441,611 at 4% or $294,407 at 6%; with 50% employer match about $294,407 at 4% or $196,272 at 6%; with 100% employer match about $220,806 at 4% or $147,204 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-9$3,504,617$158,980$17,664iApproximate average salary by contribution assumption: employee only about $441,611 at 4% or $294,407 at 6%; with 50% employer match about $294,407 at 4% or $196,272 at 6%; with 100% employer match about $220,806 at 4% or $147,204 at 6%.
2023110$3,047,017$193,890$19,389iApproximate average salary by contribution assumption: employee only about $484,725 at 4% or $323,150 at 6%; with 50% employer match about $323,150 at 4% or $215,433 at 6%; with 100% employer match about $242,363 at 4% or $161,575 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-10$3,047,017$193,890$19,389iApproximate average salary by contribution assumption: employee only about $484,725 at 4% or $323,150 at 6%; with 50% employer match about $323,150 at 4% or $215,433 at 6%; with 100% employer match about $242,363 at 4% or $161,575 at 6%.
2022110$2,614,966$135,771$13,577iApproximate average salary by contribution assumption: employee only about $339,428 at 4% or $226,285 at 6%; with 50% employer match about $226,285 at 4% or $150,857 at 6%; with 100% employer match about $169,714 at 4% or $113,143 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-10$2,614,966$135,771$13,577iApproximate average salary by contribution assumption: employee only about $339,428 at 4% or $226,285 at 6%; with 50% employer match about $226,285 at 4% or $150,857 at 6%; with 100% employer match about $169,714 at 4% or $113,143 at 6%.
2021110$3,042,518$91,398$9,140iApproximate average salary by contribution assumption: employee only about $228,495 at 4% or $152,330 at 6%; with 50% employer match about $152,330 at 4% or $101,553 at 6%; with 100% employer match about $114,247 at 4% or $76,165 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-10$3,042,518$91,398$9,140iApproximate average salary by contribution assumption: employee only about $228,495 at 4% or $152,330 at 6%; with 50% employer match about $152,330 at 4% or $101,553 at 6%; with 100% employer match about $114,247 at 4% or $76,165 at 6%.
202019$2,645,799$78,383$8,709iApproximate average salary by contribution assumption: employee only about $217,731 at 4% or $145,154 at 6%; with 50% employer match about $145,154 at 4% or $96,769 at 6%; with 100% employer match about $108,865 at 4% or $72,577 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-9$2,645,799$78,383$8,709iApproximate average salary by contribution assumption: employee only about $217,731 at 4% or $145,154 at 6%; with 50% employer match about $145,154 at 4% or $96,769 at 6%; with 100% employer match about $108,865 at 4% or $72,577 at 6%.
201919$2,337,787$118,837$13,204iApproximate average salary by contribution assumption: employee only about $330,103 at 4% or $220,069 at 6%; with 50% employer match about $220,069 at 4% or $146,712 at 6%; with 100% employer match about $165,051 at 4% or $110,034 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-9$2,337,787$118,837$13,204iApproximate average salary by contribution assumption: employee only about $330,103 at 4% or $220,069 at 6%; with 50% employer match about $220,069 at 4% or $146,712 at 6%; with 100% employer match about $165,051 at 4% or $110,034 at 6%.
201819$1,798,084$129,856$14,428iApproximate average salary by contribution assumption: employee only about $360,711 at 4% or $240,474 at 6%; with 50% employer match about $240,474 at 4% or $160,316 at 6%; with 100% employer match about $180,356 at 4% or $120,237 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-9$1,798,084$129,856$14,428iApproximate average salary by contribution assumption: employee only about $360,711 at 4% or $240,474 at 6%; with 50% employer match about $240,474 at 4% or $160,316 at 6%; with 100% employer match about $180,356 at 4% or $120,237 at 6%.
2017110$1,752,561$85,923$8,592iApproximate average salary by contribution assumption: employee only about $214,807 at 4% or $143,205 at 6%; with 50% employer match about $143,205 at 4% or $95,470 at 6%; with 100% employer match about $107,404 at 4% or $71,603 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-10$1,752,561$85,923$8,592iApproximate average salary by contribution assumption: employee only about $214,807 at 4% or $143,205 at 6%; with 50% employer match about $143,205 at 4% or $95,470 at 6%; with 100% employer match about $107,404 at 4% or $71,603 at 6%.
2016111$1,466,097$100,478$9,134iApproximate average salary by contribution assumption: employee only about $228,359 at 4% or $152,239 at 6%; with 50% employer match about $152,239 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-11$1,466,097$100,478$9,134iApproximate average salary by contribution assumption: employee only about $228,359 at 4% or $152,239 at 6%; with 50% employer match about $152,239 at 4% or $101,493 at 6%; with 100% employer match about $114,180 at 4% or $76,120 at 6%.
2015111$1,275,189$87,019$7,911iApproximate average salary by contribution assumption: employee only about $197,770 at 4% or $131,847 at 6%; with 50% employer match about $131,847 at 4% or $87,898 at 6%; with 100% employer match about $98,885 at 4% or $65,923 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-11$1,275,189$87,019$7,911iApproximate average salary by contribution assumption: employee only about $197,770 at 4% or $131,847 at 6%; with 50% employer match about $131,847 at 4% or $87,898 at 6%; with 100% employer match about $98,885 at 4% or $65,923 at 6%.
2014112$2,115,496$119,363$9,947iApproximate average salary by contribution assumption: employee only about $248,673 at 4% or $165,782 at 6%; with 50% employer match about $165,782 at 4% or $110,521 at 6%; with 100% employer match about $124,336 at 4% or $82,891 at 6%.
MORRIS AND CLEMM, P.C. 401K PROFIT SHARING PLAN-12$2,115,496$119,363$9,947iApproximate average salary by contribution assumption: employee only about $248,673 at 4% or $165,782 at 6%; with 50% employer match about $165,782 at 4% or $110,521 at 6%; with 100% employer match about $124,336 at 4% or $82,891 at 6%.
2013111$1,894,954$134,819$12,256iApproximate average salary by contribution assumption: employee only about $306,407 at 4% or $204,271 at 6%; with 50% employer match about $204,271 at 4% or $136,181 at 6%; with 100% employer match about $153,203 at 4% or $102,136 at 6%.
MORRIS AND CLEMM, P.C. 401K PROFIT SHARING PLAN-11$1,894,954$134,819$12,256iApproximate average salary by contribution assumption: employee only about $306,407 at 4% or $204,271 at 6%; with 50% employer match about $204,271 at 4% or $136,181 at 6%; with 100% employer match about $153,203 at 4% or $102,136 at 6%.
201219$1,544,556$165,177$18,353iApproximate average salary by contribution assumption: employee only about $458,825 at 4% or $305,883 at 6%; with 50% employer match about $305,883 at 4% or $203,922 at 6%; with 100% employer match about $229,413 at 4% or $152,942 at 6%.
MORRIS AND CLEMM, P.C. PROFIT SHARING PLAN-9$1,544,556$165,177$18,353iApproximate average salary by contribution assumption: employee only about $458,825 at 4% or $305,883 at 6%; with 50% employer match about $305,883 at 4% or $203,922 at 6%; with 100% employer match about $229,413 at 4% or $152,942 at 6%.
201119$1,278,733$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-9$1,278,733$100,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
201018$1,168,669$107,432$13,429iApproximate average salary by contribution assumption: employee only about $335,725 at 4% or $223,817 at 6%; with 50% employer match about $223,817 at 4% or $149,211 at 6%; with 100% employer match about $167,863 at 4% or $111,908 at 6%.
Morris Wilson PC. 401K Profit Sharing Plan-8$1,168,669$107,432$13,429iApproximate average salary by contribution assumption: employee only about $335,725 at 4% or $223,817 at 6%; with 50% employer match about $223,817 at 4% or $149,211 at 6%; with 100% employer match about $167,863 at 4% or $111,908 at 6%.