Civic Intelligence

Morton'S Mortuary Inc.

Plan context: Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust

EIN 06-0861080 • Bridgeport, CT • 10 filings • 1 plans

25 Margaret Morton LaneBridgeport, CT 06607-1615
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$121,813

2024 Contributions

$32,933

Historical Graphs

Total Assets Over Time

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

$521,585$260,793$0201520202024YearValue
$121,813Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202413$121,813$32,933$10,978iApproximate average salary by contribution assumption: employee only about $274,442 at 4% or $182,961 at 6%; with 50% employer match about $182,961 at 4% or $121,974 at 6%; with 100% employer match about $137,221 at 4% or $91,481 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-3$121,813$32,933$10,978iApproximate average salary by contribution assumption: employee only about $274,442 at 4% or $182,961 at 6%; with 50% employer match about $182,961 at 4% or $121,974 at 6%; with 100% employer match about $137,221 at 4% or $91,481 at 6%.
202313$77,736$19,361$6,454iApproximate average salary by contribution assumption: employee only about $161,342 at 4% or $107,561 at 6%; with 50% employer match about $107,561 at 4% or $71,707 at 6%; with 100% employer match about $80,671 at 4% or $53,781 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-3$77,736$19,361$6,454iApproximate average salary by contribution assumption: employee only about $161,342 at 4% or $107,561 at 6%; with 50% employer match about $107,561 at 4% or $71,707 at 6%; with 100% employer match about $80,671 at 4% or $53,781 at 6%.
202212$464,439$18,198$9,099iApproximate average salary by contribution assumption: employee only about $227,475 at 4% or $151,650 at 6%; with 50% employer match about $151,650 at 4% or $101,100 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$464,439$18,198$9,099iApproximate average salary by contribution assumption: employee only about $227,475 at 4% or $151,650 at 6%; with 50% employer match about $151,650 at 4% or $101,100 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%.
202112$521,585$15,942$7,971iApproximate average salary by contribution assumption: employee only about $199,275 at 4% or $132,850 at 6%; with 50% employer match about $132,850 at 4% or $88,567 at 6%; with 100% employer match about $99,638 at 4% or $66,425 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$521,585$15,942$7,971iApproximate average salary by contribution assumption: employee only about $199,275 at 4% or $132,850 at 6%; with 50% employer match about $132,850 at 4% or $88,567 at 6%; with 100% employer match about $99,638 at 4% or $66,425 at 6%.
202012$428,324$15,548$7,774iApproximate average salary by contribution assumption: employee only about $194,350 at 4% or $129,567 at 6%; with 50% employer match about $129,567 at 4% or $86,378 at 6%; with 100% employer match about $97,175 at 4% or $64,783 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$428,324$15,548$7,774iApproximate average salary by contribution assumption: employee only about $194,350 at 4% or $129,567 at 6%; with 50% employer match about $129,567 at 4% or $86,378 at 6%; with 100% employer match about $97,175 at 4% or $64,783 at 6%.
201912$376,608$15,910$7,955iApproximate average salary by contribution assumption: employee only about $198,875 at 4% or $132,583 at 6%; with 50% employer match about $132,583 at 4% or $88,389 at 6%; with 100% employer match about $99,438 at 4% or $66,292 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$376,608$15,910$7,955iApproximate average salary by contribution assumption: employee only about $198,875 at 4% or $132,583 at 6%; with 50% employer match about $132,583 at 4% or $88,389 at 6%; with 100% employer match about $99,438 at 4% or $66,292 at 6%.
201812$251,406$16,794$8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$251,406$16,794$8,397iApproximate average salary by contribution assumption: employee only about $209,925 at 4% or $139,950 at 6%; with 50% employer match about $139,950 at 4% or $93,300 at 6%; with 100% employer match about $104,963 at 4% or $69,975 at 6%.
201712$248,970$16,595$8,298iApproximate average salary by contribution assumption: employee only about $207,438 at 4% or $138,292 at 6%; with 50% employer match about $138,292 at 4% or $92,194 at 6%; with 100% employer match about $103,719 at 4% or $69,146 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$248,970$16,595$8,298iApproximate average salary by contribution assumption: employee only about $207,438 at 4% or $138,292 at 6%; with 50% employer match about $138,292 at 4% or $92,194 at 6%; with 100% employer match about $103,719 at 4% or $69,146 at 6%.
201612$197,622$16,592$8,296iApproximate average salary by contribution assumption: employee only about $207,400 at 4% or $138,267 at 6%; with 50% employer match about $138,267 at 4% or $92,178 at 6%; with 100% employer match about $103,700 at 4% or $69,133 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$197,622$16,592$8,296iApproximate average salary by contribution assumption: employee only about $207,400 at 4% or $138,267 at 6%; with 50% employer match about $138,267 at 4% or $92,178 at 6%; with 100% employer match about $103,700 at 4% or $69,133 at 6%.
201512$162,381$15,099$7,550iApproximate average salary by contribution assumption: employee only about $188,738 at 4% or $125,825 at 6%; with 50% employer match about $125,825 at 4% or $83,883 at 6%; with 100% employer match about $94,369 at 4% or $62,913 at 6%.
Morton'S Mortuary Inc. 401(K) P.S. Plan & Trust-2$162,381$15,099$7,550iApproximate average salary by contribution assumption: employee only about $188,738 at 4% or $125,825 at 6%; with 50% employer match about $125,825 at 4% or $83,883 at 6%; with 100% employer match about $94,369 at 4% or $62,913 at 6%.