Civic Intelligence

Morgillo Financial Management Inc.

Plan context: Morgillo Financial Management Inc. 401K Profit Sharing Plan

EIN 04-3426802 • North Andover, MA • 23 filings • 3 plans

855 Turnpike StreetNorth Andover, MA 01845
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$4,084,877

2025 Contributions

$150,476

Historical Graphs

Total Assets Over Time

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

$4,391,618$2,195,809$0200320142025YearValue
$4,084,877Latest year 2025

Participants Over Time

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

530200320142025YearValue
4Latest year 2025

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
202514$4,084,877$150,476$37,619iApproximate average salary by contribution assumption: employee only about $940,475 at 4% or $626,983 at 6%; with 50% employer match about $626,983 at 4% or $417,989 at 6%; with 100% employer match about $470,238 at 4% or $313,492 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$4,084,877$150,476$37,619iApproximate average salary by contribution assumption: employee only about $940,475 at 4% or $626,983 at 6%; with 50% employer match about $626,983 at 4% or $417,989 at 6%; with 100% employer match about $470,238 at 4% or $313,492 at 6%.
202415$4,391,618$141,598$28,320iApproximate average salary by contribution assumption: employee only about $707,990 at 4% or $471,993 at 6%; with 50% employer match about $471,993 at 4% or $314,662 at 6%; with 100% employer match about $353,995 at 4% or $235,997 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$4,391,618$141,598$28,320iApproximate average salary by contribution assumption: employee only about $707,990 at 4% or $471,993 at 6%; with 50% employer match about $471,993 at 4% or $314,662 at 6%; with 100% employer match about $353,995 at 4% or $235,997 at 6%.
202315$3,633,690$140,680$28,136iApproximate average salary by contribution assumption: employee only about $703,400 at 4% or $468,933 at 6%; with 50% employer match about $468,933 at 4% or $312,622 at 6%; with 100% employer match about $351,700 at 4% or $234,467 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$3,633,690$140,680$28,136iApproximate average salary by contribution assumption: employee only about $703,400 at 4% or $468,933 at 6%; with 50% employer match about $468,933 at 4% or $312,622 at 6%; with 100% employer match about $351,700 at 4% or $234,467 at 6%.
202215$2,938,341$130,980$26,196iApproximate average salary by contribution assumption: employee only about $654,900 at 4% or $436,600 at 6%; with 50% employer match about $436,600 at 4% or $291,067 at 6%; with 100% employer match about $327,450 at 4% or $218,300 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$2,938,341$130,980$26,196iApproximate average salary by contribution assumption: employee only about $654,900 at 4% or $436,600 at 6%; with 50% employer match about $436,600 at 4% or $291,067 at 6%; with 100% employer match about $327,450 at 4% or $218,300 at 6%.
202115$3,541,091$107,273$21,455iApproximate average salary by contribution assumption: employee only about $536,365 at 4% or $357,577 at 6%; with 50% employer match about $357,577 at 4% or $238,384 at 6%; with 100% employer match about $268,183 at 4% or $178,788 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$3,541,091$107,273$21,455iApproximate average salary by contribution assumption: employee only about $536,365 at 4% or $357,577 at 6%; with 50% employer match about $357,577 at 4% or $238,384 at 6%; with 100% employer match about $268,183 at 4% or $178,788 at 6%.
202015$3,050,593$90,477$18,095iApproximate average salary by contribution assumption: employee only about $452,385 at 4% or $301,590 at 6%; with 50% employer match about $301,590 at 4% or $201,060 at 6%; with 100% employer match about $226,193 at 4% or $150,795 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$3,050,593$90,477$18,095iApproximate average salary by contribution assumption: employee only about $452,385 at 4% or $301,590 at 6%; with 50% employer match about $301,590 at 4% or $201,060 at 6%; with 100% employer match about $226,193 at 4% or $150,795 at 6%.
201915$2,354,023$94,386$18,877iApproximate average salary by contribution assumption: employee only about $471,930 at 4% or $314,620 at 6%; with 50% employer match about $314,620 at 4% or $209,747 at 6%; with 100% employer match about $235,965 at 4% or $157,310 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$2,354,023$94,386$18,877iApproximate average salary by contribution assumption: employee only about $471,930 at 4% or $314,620 at 6%; with 50% employer match about $314,620 at 4% or $209,747 at 6%; with 100% employer match about $235,965 at 4% or $157,310 at 6%.
201815$1,830,566$97,339$19,468iApproximate average salary by contribution assumption: employee only about $486,695 at 4% or $324,463 at 6%; with 50% employer match about $324,463 at 4% or $216,309 at 6%; with 100% employer match about $243,348 at 4% or $162,232 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$1,830,566$97,339$19,468iApproximate average salary by contribution assumption: employee only about $486,695 at 4% or $324,463 at 6%; with 50% employer match about $324,463 at 4% or $216,309 at 6%; with 100% employer match about $243,348 at 4% or $162,232 at 6%.
201715$1,829,665$84,540$16,908iApproximate average salary by contribution assumption: employee only about $422,700 at 4% or $281,800 at 6%; with 50% employer match about $281,800 at 4% or $187,867 at 6%; with 100% employer match about $211,350 at 4% or $140,900 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$1,829,665$84,540$16,908iApproximate average salary by contribution assumption: employee only about $422,700 at 4% or $281,800 at 6%; with 50% employer match about $281,800 at 4% or $187,867 at 6%; with 100% employer match about $211,350 at 4% or $140,900 at 6%.
201615$1,512,012$92,228$18,446iApproximate average salary by contribution assumption: employee only about $461,140 at 4% or $307,427 at 6%; with 50% employer match about $307,427 at 4% or $204,951 at 6%; with 100% employer match about $230,570 at 4% or $153,713 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$1,512,012$92,228$18,446iApproximate average salary by contribution assumption: employee only about $461,140 at 4% or $307,427 at 6%; with 50% employer match about $307,427 at 4% or $204,951 at 6%; with 100% employer match about $230,570 at 4% or $153,713 at 6%.
201515$1,325,817$118,994$23,799iApproximate average salary by contribution assumption: employee only about $594,970 at 4% or $396,647 at 6%; with 50% employer match about $396,647 at 4% or $264,431 at 6%; with 100% employer match about $297,485 at 4% or $198,323 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$1,325,817$118,994$23,799iApproximate average salary by contribution assumption: employee only about $594,970 at 4% or $396,647 at 6%; with 50% employer match about $396,647 at 4% or $264,431 at 6%; with 100% employer match about $297,485 at 4% or $198,323 at 6%.
201415$1,243,051$120,767$24,153iApproximate average salary by contribution assumption: employee only about $603,835 at 4% or $402,557 at 6%; with 50% employer match about $402,557 at 4% or $268,371 at 6%; with 100% employer match about $301,918 at 4% or $201,278 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$1,243,051$120,767$24,153iApproximate average salary by contribution assumption: employee only about $603,835 at 4% or $402,557 at 6%; with 50% employer match about $402,557 at 4% or $268,371 at 6%; with 100% employer match about $301,918 at 4% or $201,278 at 6%.
201315$1,080,163$110,502$22,100iApproximate average salary by contribution assumption: employee only about $552,510 at 4% or $368,340 at 6%; with 50% employer match about $368,340 at 4% or $245,560 at 6%; with 100% employer match about $276,255 at 4% or $184,170 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$1,080,163$110,502$22,100iApproximate average salary by contribution assumption: employee only about $552,510 at 4% or $368,340 at 6%; with 50% employer match about $368,340 at 4% or $245,560 at 6%; with 100% employer match about $276,255 at 4% or $184,170 at 6%.
201215$822,280$107,487$21,497iApproximate average salary by contribution assumption: employee only about $537,435 at 4% or $358,290 at 6%; with 50% employer match about $358,290 at 4% or $238,860 at 6%; with 100% employer match about $268,718 at 4% or $179,145 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$822,280$107,487$21,497iApproximate average salary by contribution assumption: employee only about $537,435 at 4% or $358,290 at 6%; with 50% employer match about $358,290 at 4% or $238,860 at 6%; with 100% employer match about $268,718 at 4% or $179,145 at 6%.
201115$638,459$93,138$18,628iApproximate average salary by contribution assumption: employee only about $465,690 at 4% or $310,460 at 6%; with 50% employer match about $310,460 at 4% or $206,973 at 6%; with 100% employer match about $232,845 at 4% or $155,230 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$638,459$93,138$18,628iApproximate average salary by contribution assumption: employee only about $465,690 at 4% or $310,460 at 6%; with 50% employer match about $310,460 at 4% or $206,973 at 6%; with 100% employer match about $232,845 at 4% or $155,230 at 6%.
201015$559,740$102,813$20,563iApproximate average salary by contribution assumption: employee only about $514,065 at 4% or $342,710 at 6%; with 50% employer match about $342,710 at 4% or $228,473 at 6%; with 100% employer match about $257,032 at 4% or $171,355 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-5$559,740$102,813$20,563iApproximate average salary by contribution assumption: employee only about $514,065 at 4% or $342,710 at 6%; with 50% employer match about $342,710 at 4% or $228,473 at 6%; with 100% employer match about $257,032 at 4% or $171,355 at 6%.
200914$395,465$63,525$15,881iApproximate average salary by contribution assumption: employee only about $397,031 at 4% or $264,688 at 6%; with 50% employer match about $264,688 at 4% or $176,458 at 6%; with 100% employer match about $198,516 at 4% or $132,344 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$395,465$63,525$15,881iApproximate average salary by contribution assumption: employee only about $397,031 at 4% or $264,688 at 6%; with 50% employer match about $264,688 at 4% or $176,458 at 6%; with 100% employer match about $198,516 at 4% or $132,344 at 6%.
200814$252,446$50,816$12,704iApproximate average salary by contribution assumption: employee only about $317,600 at 4% or $211,733 at 6%; with 50% employer match about $211,733 at 4% or $141,156 at 6%; with 100% employer match about $158,800 at 4% or $105,867 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$252,446$50,816$12,704iApproximate average salary by contribution assumption: employee only about $317,600 at 4% or $211,733 at 6%; with 50% employer match about $211,733 at 4% or $141,156 at 6%; with 100% employer match about $158,800 at 4% or $105,867 at 6%.
200714$333,250$71,684$17,921iApproximate average salary by contribution assumption: employee only about $448,025 at 4% or $298,683 at 6%; with 50% employer match about $298,683 at 4% or $199,122 at 6%; with 100% employer match about $224,013 at 4% or $149,342 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$333,250$71,684$17,921iApproximate average salary by contribution assumption: employee only about $448,025 at 4% or $298,683 at 6%; with 50% employer match about $298,683 at 4% or $199,122 at 6%; with 100% employer match about $224,013 at 4% or $149,342 at 6%.
200614$237,776$123,523$30,881iApproximate average salary by contribution assumption: employee only about $772,019 at 4% or $514,679 at 6%; with 50% employer match about $514,679 at 4% or $343,119 at 6%; with 100% employer match about $386,009 at 4% or $257,340 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$237,776$123,523$30,881iApproximate average salary by contribution assumption: employee only about $772,019 at 4% or $514,679 at 6%; with 50% employer match about $514,679 at 4% or $343,119 at 6%; with 100% employer match about $386,009 at 4% or $257,340 at 6%.
200514$98,871$36,482$9,121iApproximate average salary by contribution assumption: employee only about $228,013 at 4% or $152,008 at 6%; with 50% employer match about $152,008 at 4% or $101,339 at 6%; with 100% employer match about $114,006 at 4% or $76,004 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$98,871$36,482$9,121iApproximate average salary by contribution assumption: employee only about $228,013 at 4% or $152,008 at 6%; with 50% employer match about $152,008 at 4% or $101,339 at 6%; with 100% employer match about $114,006 at 4% or $76,004 at 6%.
200414$55,321$30,217$7,554iApproximate average salary by contribution assumption: employee only about $188,856 at 4% or $125,904 at 6%; with 50% employer match about $125,904 at 4% or $83,936 at 6%; with 100% employer match about $94,428 at 4% or $62,952 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$55,321$30,217$7,554iApproximate average salary by contribution assumption: employee only about $188,856 at 4% or $125,904 at 6%; with 50% employer match about $125,904 at 4% or $83,936 at 6%; with 100% employer match about $94,428 at 4% or $62,952 at 6%.
200314$21,873$21,853$5,463iApproximate average salary by contribution assumption: employee only about $136,581 at 4% or $91,054 at 6%; with 50% employer match about $91,054 at 4% or $60,703 at 6%; with 100% employer match about $68,291 at 4% or $45,527 at 6%.
Morgillo Financial Management Inc. 401K Profit Sharing Plan-4$21,873$21,853$5,463iApproximate average salary by contribution assumption: employee only about $136,581 at 4% or $91,054 at 6%; with 50% employer match about $91,054 at 4% or $60,703 at 6%; with 100% employer match about $68,291 at 4% or $45,527 at 6%.