Civic Intelligence

Morse, Barnes-Brown & Pendleton PC.

Plan context: Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan

EIN 04-3193655 • Waltham, MA • 25 filings • 1 plans

230 Third Avenue, 4th FloorCitypointWaltham, MA 02451
Current Snapshot

Latest Year

2024

2024 Participants

65

2024 Assets

$22,513,400

2024 Contributions

$1,653,462

Historical Graphs

Total Assets Over Time

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

$22,513,400$11,256,700$0199920132024YearValue
$22,513,400Latest year 2024

Participants Over Time

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

71360199920122024YearValue
65Latest 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
2024165$22,513,400$1,653,462$25,438iApproximate average salary by contribution assumption: employee only about $635,947 at 4% or $423,965 at 6%; with 50% employer match about $423,965 at 4% or $282,643 at 6%; with 100% employer match about $317,973 at 4% or $211,982 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-65$22,513,400$1,653,462$25,438iApproximate average salary by contribution assumption: employee only about $635,947 at 4% or $423,965 at 6%; with 50% employer match about $423,965 at 4% or $282,643 at 6%; with 100% employer match about $317,973 at 4% or $211,982 at 6%.
2023164$20,328,858$2,143,139$33,487iApproximate average salary by contribution assumption: employee only about $837,164 at 4% or $558,109 at 6%; with 50% employer match about $558,109 at 4% or $372,073 at 6%; with 100% employer match about $418,582 at 4% or $279,055 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-64$20,328,858$2,143,139$33,487iApproximate average salary by contribution assumption: employee only about $837,164 at 4% or $558,109 at 6%; with 50% employer match about $558,109 at 4% or $372,073 at 6%; with 100% employer match about $418,582 at 4% or $279,055 at 6%.
2022166$17,413,891$1,439,044$21,804iApproximate average salary by contribution assumption: employee only about $545,092 at 4% or $363,395 at 6%; with 50% employer match about $363,395 at 4% or $242,263 at 6%; with 100% employer match about $272,546 at 4% or $181,697 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-66$17,413,891$1,439,044$21,804iApproximate average salary by contribution assumption: employee only about $545,092 at 4% or $363,395 at 6%; with 50% employer match about $363,395 at 4% or $242,263 at 6%; with 100% employer match about $272,546 at 4% or $181,697 at 6%.
2021166$20,287,073$1,651,253$25,019iApproximate average salary by contribution assumption: employee only about $625,475 at 4% or $416,983 at 6%; with 50% employer match about $416,983 at 4% or $277,989 at 6%; with 100% employer match about $312,737 at 4% or $208,492 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-66$20,287,073$1,651,253$25,019iApproximate average salary by contribution assumption: employee only about $625,475 at 4% or $416,983 at 6%; with 50% employer match about $416,983 at 4% or $277,989 at 6%; with 100% employer match about $312,737 at 4% or $208,492 at 6%.
2020163$18,701,958$1,358,129$21,558iApproximate average salary by contribution assumption: employee only about $538,940 at 4% or $359,293 at 6%; with 50% employer match about $359,293 at 4% or $239,529 at 6%; with 100% employer match about $269,470 at 4% or $179,647 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-63$18,701,958$1,358,129$21,558iApproximate average salary by contribution assumption: employee only about $538,940 at 4% or $359,293 at 6%; with 50% employer match about $359,293 at 4% or $239,529 at 6%; with 100% employer match about $269,470 at 4% or $179,647 at 6%.
2019162$14,868,785$977,622$15,768iApproximate average salary by contribution assumption: employee only about $394,202 at 4% or $262,802 at 6%; with 50% employer match about $262,802 at 4% or $175,201 at 6%; with 100% employer match about $197,101 at 4% or $131,401 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-62$14,868,785$977,622$15,768iApproximate average salary by contribution assumption: employee only about $394,202 at 4% or $262,802 at 6%; with 50% employer match about $262,802 at 4% or $175,201 at 6%; with 100% employer match about $197,101 at 4% or $131,401 at 6%.
2018163$12,283,363$1,008,941$16,015iApproximate average salary by contribution assumption: employee only about $400,373 at 4% or $266,916 at 6%; with 50% employer match about $266,916 at 4% or $177,944 at 6%; with 100% employer match about $200,187 at 4% or $133,458 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-63$12,283,363$1,008,941$16,015iApproximate average salary by contribution assumption: employee only about $400,373 at 4% or $266,916 at 6%; with 50% employer match about $266,916 at 4% or $177,944 at 6%; with 100% employer match about $200,187 at 4% or $133,458 at 6%.
2017163$14,490,858$876,470$13,912iApproximate average salary by contribution assumption: employee only about $347,806 at 4% or $231,870 at 6%; with 50% employer match about $231,870 at 4% or $154,580 at 6%; with 100% employer match about $173,903 at 4% or $115,935 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-63$14,490,858$876,470$13,912iApproximate average salary by contribution assumption: employee only about $347,806 at 4% or $231,870 at 6%; with 50% employer match about $231,870 at 4% or $154,580 at 6%; with 100% employer match about $173,903 at 4% or $115,935 at 6%.
2016165$14,065,019$1,360,498$20,931iApproximate average salary by contribution assumption: employee only about $523,268 at 4% or $348,846 at 6%; with 50% employer match about $348,846 at 4% or $232,564 at 6%; with 100% employer match about $261,634 at 4% or $174,423 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-65$14,065,019$1,360,498$20,931iApproximate average salary by contribution assumption: employee only about $523,268 at 4% or $348,846 at 6%; with 50% employer match about $348,846 at 4% or $232,564 at 6%; with 100% employer match about $261,634 at 4% or $174,423 at 6%.
2015171$12,357,136$1,034,515$14,571iApproximate average salary by contribution assumption: employee only about $364,266 at 4% or $242,844 at 6%; with 50% employer match about $242,844 at 4% or $161,896 at 6%; with 100% employer match about $182,133 at 4% or $121,422 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-71$12,357,136$1,034,515$14,571iApproximate average salary by contribution assumption: employee only about $364,266 at 4% or $242,844 at 6%; with 50% employer match about $242,844 at 4% or $161,896 at 6%; with 100% employer match about $182,133 at 4% or $121,422 at 6%.
2014167$11,493,059$862,525$12,874iApproximate average salary by contribution assumption: employee only about $321,838 at 4% or $214,558 at 6%; with 50% employer match about $214,558 at 4% or $143,039 at 6%; with 100% employer match about $160,919 at 4% or $107,279 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-67$11,493,059$862,525$12,874iApproximate average salary by contribution assumption: employee only about $321,838 at 4% or $214,558 at 6%; with 50% employer match about $214,558 at 4% or $143,039 at 6%; with 100% employer match about $160,919 at 4% or $107,279 at 6%.
2013165$9,937,687$966,681$14,872iApproximate average salary by contribution assumption: employee only about $371,800 at 4% or $247,867 at 6%; with 50% employer match about $247,867 at 4% or $165,245 at 6%; with 100% employer match about $185,900 at 4% or $123,933 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-65$9,937,687$966,681$14,872iApproximate average salary by contribution assumption: employee only about $371,800 at 4% or $247,867 at 6%; with 50% employer match about $247,867 at 4% or $165,245 at 6%; with 100% employer match about $185,900 at 4% or $123,933 at 6%.
2012166$9,076,712$965,989$14,636iApproximate average salary by contribution assumption: employee only about $365,905 at 4% or $243,937 at 6%; with 50% employer match about $243,937 at 4% or $162,624 at 6%; with 100% employer match about $182,952 at 4% or $121,968 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-66$9,076,712$965,989$14,636iApproximate average salary by contribution assumption: employee only about $365,905 at 4% or $243,937 at 6%; with 50% employer match about $243,937 at 4% or $162,624 at 6%; with 100% employer match about $182,952 at 4% or $121,968 at 6%.
2011163$7,599,540$953,002$15,127iApproximate average salary by contribution assumption: employee only about $378,175 at 4% or $252,117 at 6%; with 50% employer match about $252,117 at 4% or $168,078 at 6%; with 100% employer match about $189,088 at 4% or $126,058 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-63$7,599,540$953,002$15,127iApproximate average salary by contribution assumption: employee only about $378,175 at 4% or $252,117 at 6%; with 50% employer match about $252,117 at 4% or $168,078 at 6%; with 100% employer match about $189,088 at 4% or $126,058 at 6%.
2010145$7,597,645$853,262$18,961iApproximate average salary by contribution assumption: employee only about $474,034 at 4% or $316,023 at 6%; with 50% employer match about $316,023 at 4% or $210,682 at 6%; with 100% employer match about $237,017 at 4% or $158,011 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-45$7,597,645$853,262$18,961iApproximate average salary by contribution assumption: employee only about $474,034 at 4% or $316,023 at 6%; with 50% employer match about $316,023 at 4% or $210,682 at 6%; with 100% employer match about $237,017 at 4% or $158,011 at 6%.
2009145$5,808,545$649,847$14,441iApproximate average salary by contribution assumption: employee only about $361,026 at 4% or $240,684 at 6%; with 50% employer match about $240,684 at 4% or $160,456 at 6%; with 100% employer match about $180,513 at 4% or $120,342 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-45$5,808,545$649,847$14,441iApproximate average salary by contribution assumption: employee only about $361,026 at 4% or $240,684 at 6%; with 50% employer match about $240,684 at 4% or $160,456 at 6%; with 100% employer match about $180,513 at 4% or $120,342 at 6%.
2008138$4,271,599$776,615$20,437iApproximate average salary by contribution assumption: employee only about $510,931 at 4% or $340,621 at 6%; with 50% employer match about $340,621 at 4% or $227,080 at 6%; with 100% employer match about $255,465 at 4% or $170,310 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-38$4,271,599$776,615$20,437iApproximate average salary by contribution assumption: employee only about $510,931 at 4% or $340,621 at 6%; with 50% employer match about $340,621 at 4% or $227,080 at 6%; with 100% employer match about $255,465 at 4% or $170,310 at 6%.
2007137$5,497,615$768,179$20,762iApproximate average salary by contribution assumption: employee only about $519,040 at 4% or $346,027 at 6%; with 50% employer match about $346,027 at 4% or $230,684 at 6%; with 100% employer match about $259,520 at 4% or $173,013 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-37$5,497,615$768,179$20,762iApproximate average salary by contribution assumption: employee only about $519,040 at 4% or $346,027 at 6%; with 50% employer match about $346,027 at 4% or $230,684 at 6%; with 100% employer match about $259,520 at 4% or $173,013 at 6%.
2006137$4,503,054$605,254$16,358iApproximate average salary by contribution assumption: employee only about $408,955 at 4% or $272,637 at 6%; with 50% employer match about $272,637 at 4% or $181,758 at 6%; with 100% employer match about $204,478 at 4% or $136,318 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-37$4,503,054$605,254$16,358iApproximate average salary by contribution assumption: employee only about $408,955 at 4% or $272,637 at 6%; with 50% employer match about $272,637 at 4% or $181,758 at 6%; with 100% employer match about $204,478 at 4% or $136,318 at 6%.
2005130$3,506,576$485,061$16,169iApproximate average salary by contribution assumption: employee only about $404,218 at 4% or $269,478 at 6%; with 50% employer match about $269,478 at 4% or $179,652 at 6%; with 100% employer match about $202,109 at 4% or $134,739 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-30$3,506,576$485,061$16,169iApproximate average salary by contribution assumption: employee only about $404,218 at 4% or $269,478 at 6%; with 50% employer match about $269,478 at 4% or $179,652 at 6%; with 100% employer match about $202,109 at 4% or $134,739 at 6%.
2003123$2,337,737$293,186$12,747iApproximate average salary by contribution assumption: employee only about $318,680 at 4% or $212,454 at 6%; with 50% employer match about $212,454 at 4% or $141,636 at 6%; with 100% employer match about $159,340 at 4% or $106,227 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-23$2,337,737$293,186$12,747iApproximate average salary by contribution assumption: employee only about $318,680 at 4% or $212,454 at 6%; with 50% employer match about $212,454 at 4% or $141,636 at 6%; with 100% employer match about $159,340 at 4% or $106,227 at 6%.
2002122$1,795,365$281,322$12,787iApproximate average salary by contribution assumption: employee only about $319,684 at 4% or $213,123 at 6%; with 50% employer match about $213,123 at 4% or $142,082 at 6%; with 100% employer match about $159,842 at 4% or $106,561 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-22$1,795,365$281,322$12,787iApproximate average salary by contribution assumption: employee only about $319,684 at 4% or $213,123 at 6%; with 50% employer match about $213,123 at 4% or $142,082 at 6%; with 100% employer match about $159,842 at 4% or $106,561 at 6%.
2001122$1,712,484$727,649$33,075iApproximate average salary by contribution assumption: employee only about $826,874 at 4% or $551,249 at 6%; with 50% employer match about $551,249 at 4% or $367,499 at 6%; with 100% employer match about $413,437 at 4% or $275,625 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-22$1,712,484$727,649$33,075iApproximate average salary by contribution assumption: employee only about $826,874 at 4% or $551,249 at 6%; with 50% employer match about $551,249 at 4% or $367,499 at 6%; with 100% employer match about $413,437 at 4% or $275,625 at 6%.
2000113$0$0-
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-13---
1999114$997,326$240,538$17,181iApproximate average salary by contribution assumption: employee only about $429,532 at 4% or $286,355 at 6%; with 50% employer match about $286,355 at 4% or $190,903 at 6%; with 100% employer match about $214,766 at 4% or $143,177 at 6%.
Morse, Barnes-Brown & Pendleton PC. Profit Sharing Plan-14$997,326$240,538$17,181iApproximate average salary by contribution assumption: employee only about $429,532 at 4% or $286,355 at 6%; with 50% employer match about $286,355 at 4% or $190,903 at 6%; with 100% employer match about $214,766 at 4% or $143,177 at 6%.