Civic Intelligence

Munroe Morrow Wealth Management

Plan context: Gregory P Munroe 401(K) Profit Sharing Plan & Trust

EIN 03-0535347 • Boston, MA • 20 filings • 3 plans

346 Commercial StBoston, MA 02109-1123
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,865,266

2024 Contributions

$438,253

Historical Graphs

Total Assets Over Time

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

$3,865,266$1,932,633$0201320192024YearValue
$3,865,266Latest year 2024

Participants Over Time

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

840201320192024YearValue
8Latest 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
202428$3,865,266$438,253$54,782iApproximate average salary by contribution assumption: employee only about $1,369,541 at 4% or $913,027 at 6%; with 50% employer match about $913,027 at 4% or $608,685 at 6%; with 100% employer match about $684,770 at 4% or $456,514 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-8$2,304,704$282,959$35,370iApproximate average salary by contribution assumption: employee only about $884,247 at 4% or $589,498 at 6%; with 50% employer match about $589,498 at 4% or $392,999 at 6%; with 100% employer match about $442,123 at 4% or $294,749 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-8$1,560,562$155,294$19,412iApproximate average salary by contribution assumption: employee only about $485,294 at 4% or $323,529 at 6%; with 50% employer match about $323,529 at 4% or $215,686 at 6%; with 100% employer match about $242,647 at 4% or $161,765 at 6%.
202327$2,978,265$374,164$53,452iApproximate average salary by contribution assumption: employee only about $1,336,300 at 4% or $890,867 at 6%; with 50% employer match about $890,867 at 4% or $593,911 at 6%; with 100% employer match about $668,150 at 4% or $445,433 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-7$1,711,517$224,620$32,089iApproximate average salary by contribution assumption: employee only about $802,214 at 4% or $534,810 at 6%; with 50% employer match about $534,810 at 4% or $356,540 at 6%; with 100% employer match about $401,107 at 4% or $267,405 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-7$1,266,748$149,544$21,363iApproximate average salary by contribution assumption: employee only about $534,086 at 4% or $356,057 at 6%; with 50% employer match about $356,057 at 4% or $237,371 at 6%; with 100% employer match about $267,043 at 4% or $178,029 at 6%.
202227$2,150,662$364,352$52,050iApproximate average salary by contribution assumption: employee only about $1,301,257 at 4% or $867,505 at 6%; with 50% employer match about $867,505 at 4% or $578,337 at 6%; with 100% employer match about $650,629 at 4% or $433,752 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-7$1,221,558$187,677$26,811iApproximate average salary by contribution assumption: employee only about $670,275 at 4% or $446,850 at 6%; with 50% employer match about $446,850 at 4% or $297,900 at 6%; with 100% employer match about $335,138 at 4% or $223,425 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-7$929,104$176,675$25,239iApproximate average salary by contribution assumption: employee only about $630,982 at 4% or $420,655 at 6%; with 50% employer match about $420,655 at 4% or $280,437 at 6%; with 100% employer match about $315,491 at 4% or $210,327 at 6%.
202126$2,166,536$293,110$48,852iApproximate average salary by contribution assumption: employee only about $1,221,292 at 4% or $814,194 at 6%; with 50% employer match about $814,194 at 4% or $542,796 at 6%; with 100% employer match about $610,646 at 4% or $407,097 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-6$1,255,820$153,890$25,648iApproximate average salary by contribution assumption: employee only about $641,208 at 4% or $427,472 at 6%; with 50% employer match about $427,472 at 4% or $284,981 at 6%; with 100% employer match about $320,604 at 4% or $213,736 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-5$910,716$139,220$27,844iApproximate average salary by contribution assumption: employee only about $696,100 at 4% or $464,067 at 6%; with 50% employer match about $464,067 at 4% or $309,378 at 6%; with 100% employer match about $348,050 at 4% or $232,033 at 6%.
202026$1,615,432$288,312$48,052iApproximate average salary by contribution assumption: employee only about $1,201,300 at 4% or $800,867 at 6%; with 50% employer match about $800,867 at 4% or $533,911 at 6%; with 100% employer match about $600,650 at 4% or $400,433 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-6$966,109$151,334$25,222iApproximate average salary by contribution assumption: employee only about $630,558 at 4% or $420,372 at 6%; with 50% employer match about $420,372 at 4% or $280,248 at 6%; with 100% employer match about $315,279 at 4% or $210,186 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-5$649,323$136,978$27,396iApproximate average salary by contribution assumption: employee only about $684,890 at 4% or $456,593 at 6%; with 50% employer match about $456,593 at 4% or $304,396 at 6%; with 100% employer match about $342,445 at 4% or $228,297 at 6%.
201926$1,147,853$246,122$41,020iApproximate average salary by contribution assumption: employee only about $1,025,508 at 4% or $683,672 at 6%; with 50% employer match about $683,672 at 4% or $455,781 at 6%; with 100% employer match about $512,754 at 4% or $341,836 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-6$696,547$110,389$18,398iApproximate average salary by contribution assumption: employee only about $459,954 at 4% or $306,636 at 6%; with 50% employer match about $306,636 at 4% or $204,424 at 6%; with 100% employer match about $229,977 at 4% or $153,318 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-6$451,306$135,733$22,622iApproximate average salary by contribution assumption: employee only about $565,554 at 4% or $377,036 at 6%; with 50% employer match about $377,036 at 4% or $251,357 at 6%; with 100% employer match about $282,777 at 4% or $188,518 at 6%.
201824$722,355$244,721$61,180iApproximate average salary by contribution assumption: employee only about $1,529,506 at 4% or $1,019,671 at 6%; with 50% employer match about $1,019,671 at 4% or $679,781 at 6%; with 100% employer match about $764,753 at 4% or $509,835 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-4$459,970$109,827$27,457iApproximate average salary by contribution assumption: employee only about $686,419 at 4% or $457,613 at 6%; with 50% employer match about $457,613 at 4% or $305,075 at 6%; with 100% employer match about $343,209 at 4% or $228,806 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-4$262,385$134,894$33,724iApproximate average salary by contribution assumption: employee only about $843,088 at 4% or $562,058 at 6%; with 50% employer match about $562,058 at 4% or $374,706 at 6%; with 100% employer match about $421,544 at 4% or $281,029 at 6%.
201724$521,350$199,933$49,983iApproximate average salary by contribution assumption: employee only about $1,249,581 at 4% or $833,054 at 6%; with 50% employer match about $833,054 at 4% or $555,369 at 6%; with 100% employer match about $624,791 at 4% or $416,527 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-4$387,222$65,805$16,451iApproximate average salary by contribution assumption: employee only about $411,281 at 4% or $274,188 at 6%; with 50% employer match about $274,188 at 4% or $182,792 at 6%; with 100% employer match about $205,641 at 4% or $137,094 at 6%.
Munroe Morrow Wealth Management Cash Balance Plan-4$134,128$134,128$33,532iApproximate average salary by contribution assumption: employee only about $838,300 at 4% or $558,867 at 6%; with 50% employer match about $558,867 at 4% or $372,578 at 6%; with 100% employer match about $419,150 at 4% or $279,433 at 6%.
201614$263,501$68,365$17,091iApproximate average salary by contribution assumption: employee only about $427,281 at 4% or $284,854 at 6%; with 50% employer match about $284,854 at 4% or $189,903 at 6%; with 100% employer match about $213,641 at 4% or $142,427 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-4$263,501$68,365$17,091iApproximate average salary by contribution assumption: employee only about $427,281 at 4% or $284,854 at 6%; with 50% employer match about $284,854 at 4% or $189,903 at 6%; with 100% employer match about $213,641 at 4% or $142,427 at 6%.
201514$175,465$60,791$15,198iApproximate average salary by contribution assumption: employee only about $379,944 at 4% or $253,296 at 6%; with 50% employer match about $253,296 at 4% or $168,864 at 6%; with 100% employer match about $189,972 at 4% or $126,648 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-4$175,465$60,791$15,198iApproximate average salary by contribution assumption: employee only about $379,944 at 4% or $253,296 at 6%; with 50% employer match about $253,296 at 4% or $168,864 at 6%; with 100% employer match about $189,972 at 4% or $126,648 at 6%.
201413$117,756$56,285$18,762iApproximate average salary by contribution assumption: employee only about $469,042 at 4% or $312,694 at 6%; with 50% employer match about $312,694 at 4% or $208,463 at 6%; with 100% employer match about $234,521 at 4% or $156,347 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-3$117,756$56,285$18,762iApproximate average salary by contribution assumption: employee only about $469,042 at 4% or $312,694 at 6%; with 50% employer match about $312,694 at 4% or $208,463 at 6%; with 100% employer match about $234,521 at 4% or $156,347 at 6%.
201313$59,352$54,040$18,013iApproximate average salary by contribution assumption: employee only about $450,333 at 4% or $300,222 at 6%; with 50% employer match about $300,222 at 4% or $200,148 at 6%; with 100% employer match about $225,167 at 4% or $150,111 at 6%.
Gregory P Munroe 401(K) Profit Sharing Plan & Trust-3$59,352$54,040$18,013iApproximate average salary by contribution assumption: employee only about $450,333 at 4% or $300,222 at 6%; with 50% employer match about $300,222 at 4% or $200,148 at 6%; with 100% employer match about $225,167 at 4% or $150,111 at 6%.