Civic Intelligence

Morton & Associates

Plan context: Morton & Associates Profit Sharing Retirement Plan

EIN 06-1221313 • Waterford, CT • 22 filings • 2 plans

19 Twin Lakes DriveWaterford, CT 06385
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,880,525

2024 Contributions

$92,928

Historical Graphs

Total Assets Over Time

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

$3,880,525$1,940,263$0200620162024YearValue
$3,880,525Latest year 2024

Participants Over Time

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

320200620152024YearValue
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$3,880,525$92,928$30,976iApproximate average salary by contribution assumption: employee only about $774,400 at 4% or $516,267 at 6%; with 50% employer match about $516,267 at 4% or $344,178 at 6%; with 100% employer match about $387,200 at 4% or $258,133 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$3,880,525$92,928$30,976iApproximate average salary by contribution assumption: employee only about $774,400 at 4% or $516,267 at 6%; with 50% employer match about $516,267 at 4% or $344,178 at 6%; with 100% employer match about $387,200 at 4% or $258,133 at 6%.
202313$3,323,762$91,465$30,488iApproximate average salary by contribution assumption: employee only about $762,208 at 4% or $508,139 at 6%; with 50% employer match about $508,139 at 4% or $338,759 at 6%; with 100% employer match about $381,104 at 4% or $254,069 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$3,323,762$91,465$30,488iApproximate average salary by contribution assumption: employee only about $762,208 at 4% or $508,139 at 6%; with 50% employer match about $508,139 at 4% or $338,759 at 6%; with 100% employer match about $381,104 at 4% or $254,069 at 6%.
202213$2,793,009$88,378$29,459iApproximate average salary by contribution assumption: employee only about $736,483 at 4% or $490,989 at 6%; with 50% employer match about $490,989 at 4% or $327,326 at 6%; with 100% employer match about $368,242 at 4% or $245,494 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$2,793,009$88,378$29,459iApproximate average salary by contribution assumption: employee only about $736,483 at 4% or $490,989 at 6%; with 50% employer match about $490,989 at 4% or $327,326 at 6%; with 100% employer match about $368,242 at 4% or $245,494 at 6%.
202113$3,199,286$114,183$38,061iApproximate average salary by contribution assumption: employee only about $951,525 at 4% or $634,350 at 6%; with 50% employer match about $634,350 at 4% or $422,900 at 6%; with 100% employer match about $475,763 at 4% or $317,175 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$3,199,286$114,183$38,061iApproximate average salary by contribution assumption: employee only about $951,525 at 4% or $634,350 at 6%; with 50% employer match about $634,350 at 4% or $422,900 at 6%; with 100% employer match about $475,763 at 4% or $317,175 at 6%.
202013$2,650,744$113,013$37,671iApproximate average salary by contribution assumption: employee only about $941,775 at 4% or $627,850 at 6%; with 50% employer match about $627,850 at 4% or $418,567 at 6%; with 100% employer match about $470,888 at 4% or $313,925 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$2,650,744$113,013$37,671iApproximate average salary by contribution assumption: employee only about $941,775 at 4% or $627,850 at 6%; with 50% employer match about $627,850 at 4% or $418,567 at 6%; with 100% employer match about $470,888 at 4% or $313,925 at 6%.
201913$2,234,455$127,329$42,443iApproximate average salary by contribution assumption: employee only about $1,061,075 at 4% or $707,383 at 6%; with 50% employer match about $707,383 at 4% or $471,589 at 6%; with 100% employer match about $530,538 at 4% or $353,692 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$2,234,455$127,329$42,443iApproximate average salary by contribution assumption: employee only about $1,061,075 at 4% or $707,383 at 6%; with 50% employer match about $707,383 at 4% or $471,589 at 6%; with 100% employer match about $530,538 at 4% or $353,692 at 6%.
201813$1,720,598$92,810$30,937iApproximate average salary by contribution assumption: employee only about $773,417 at 4% or $515,611 at 6%; with 50% employer match about $515,611 at 4% or $343,741 at 6%; with 100% employer match about $386,708 at 4% or $257,806 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$1,720,598$92,810$30,937iApproximate average salary by contribution assumption: employee only about $773,417 at 4% or $515,611 at 6%; with 50% employer match about $515,611 at 4% or $343,741 at 6%; with 100% employer match about $386,708 at 4% or $257,806 at 6%.
201713$1,727,173$96,005$32,002iApproximate average salary by contribution assumption: employee only about $800,042 at 4% or $533,361 at 6%; with 50% employer match about $533,361 at 4% or $355,574 at 6%; with 100% employer match about $400,021 at 4% or $266,681 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$1,727,173$96,005$32,002iApproximate average salary by contribution assumption: employee only about $800,042 at 4% or $533,361 at 6%; with 50% employer match about $533,361 at 4% or $355,574 at 6%; with 100% employer match about $400,021 at 4% or $266,681 at 6%.
201613$1,371,765$86,337$28,779iApproximate average salary by contribution assumption: employee only about $719,475 at 4% or $479,650 at 6%; with 50% employer match about $479,650 at 4% or $319,767 at 6%; with 100% employer match about $359,738 at 4% or $239,825 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$1,371,765$86,337$28,779iApproximate average salary by contribution assumption: employee only about $719,475 at 4% or $479,650 at 6%; with 50% employer match about $479,650 at 4% or $319,767 at 6%; with 100% employer match about $359,738 at 4% or $239,825 at 6%.
201513$1,192,902$96,205$32,068iApproximate average salary by contribution assumption: employee only about $801,708 at 4% or $534,472 at 6%; with 50% employer match about $534,472 at 4% or $356,315 at 6%; with 100% employer match about $400,854 at 4% or $267,236 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$1,192,902$96,205$32,068iApproximate average salary by contribution assumption: employee only about $801,708 at 4% or $534,472 at 6%; with 50% employer match about $534,472 at 4% or $356,315 at 6%; with 100% employer match about $400,854 at 4% or $267,236 at 6%.
201413$1,115,312$93,082$31,027iApproximate average salary by contribution assumption: employee only about $775,683 at 4% or $517,122 at 6%; with 50% employer match about $517,122 at 4% or $344,748 at 6%; with 100% employer match about $387,842 at 4% or $258,561 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$1,115,312$93,082$31,027iApproximate average salary by contribution assumption: employee only about $775,683 at 4% or $517,122 at 6%; with 50% employer match about $517,122 at 4% or $344,748 at 6%; with 100% employer match about $387,842 at 4% or $258,561 at 6%.
201313$969,963$83,483$27,828iApproximate average salary by contribution assumption: employee only about $695,692 at 4% or $463,794 at 6%; with 50% employer match about $463,794 at 4% or $309,196 at 6%; with 100% employer match about $347,846 at 4% or $231,897 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$969,963$83,483$27,828iApproximate average salary by contribution assumption: employee only about $695,692 at 4% or $463,794 at 6%; with 50% employer match about $463,794 at 4% or $309,196 at 6%; with 100% employer match about $347,846 at 4% or $231,897 at 6%.
201213$733,831$76,089$25,363iApproximate average salary by contribution assumption: employee only about $634,075 at 4% or $422,717 at 6%; with 50% employer match about $422,717 at 4% or $281,811 at 6%; with 100% employer match about $317,038 at 4% or $211,358 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$733,831$76,089$25,363iApproximate average salary by contribution assumption: employee only about $634,075 at 4% or $422,717 at 6%; with 50% employer match about $422,717 at 4% or $281,811 at 6%; with 100% employer match about $317,038 at 4% or $211,358 at 6%.
201113$575,287$73,231$24,410iApproximate average salary by contribution assumption: employee only about $610,258 at 4% or $406,839 at 6%; with 50% employer match about $406,839 at 4% or $271,226 at 6%; with 100% employer match about $305,129 at 4% or $203,419 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$575,287$73,231$24,410iApproximate average salary by contribution assumption: employee only about $610,258 at 4% or $406,839 at 6%; with 50% employer match about $406,839 at 4% or $271,226 at 6%; with 100% employer match about $305,129 at 4% or $203,419 at 6%.
201013$533,595$57,386$19,129iApproximate average salary by contribution assumption: employee only about $478,217 at 4% or $318,811 at 6%; with 50% employer match about $318,811 at 4% or $212,541 at 6%; with 100% employer match about $239,108 at 4% or $159,406 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$533,595$57,386$19,129iApproximate average salary by contribution assumption: employee only about $478,217 at 4% or $318,811 at 6%; with 50% employer match about $318,811 at 4% or $212,541 at 6%; with 100% employer match about $239,108 at 4% or $159,406 at 6%.
200913$430,474$67,343$22,448iApproximate average salary by contribution assumption: employee only about $561,192 at 4% or $374,128 at 6%; with 50% employer match about $374,128 at 4% or $249,419 at 6%; with 100% employer match about $280,596 at 4% or $187,064 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$430,474$67,343$22,448iApproximate average salary by contribution assumption: employee only about $561,192 at 4% or $374,128 at 6%; with 50% employer match about $374,128 at 4% or $249,419 at 6%; with 100% employer match about $280,596 at 4% or $187,064 at 6%.
200823$299,540$45,368$15,123iApproximate average salary by contribution assumption: employee only about $378,067 at 4% or $252,044 at 6%; with 50% employer match about $252,044 at 4% or $168,030 at 6%; with 100% employer match about $189,033 at 4% or $126,022 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$299,540$45,368$15,123iApproximate average salary by contribution assumption: employee only about $378,067 at 4% or $252,044 at 6%; with 50% employer match about $252,044 at 4% or $168,030 at 6%; with 100% employer match about $189,033 at 4% or $126,022 at 6%.
MORTON & ASSOCIATES MONEY PURCHASE PENSION PLAN-0---
200723$0$0-
MORTON & ASSOCIATES MONEY PURCHASE PENSION PLAN-3---
Morton & Associates Profit Sharing Retirement Plan-3---
200623$257,829$63,116$21,039iApproximate average salary by contribution assumption: employee only about $525,967 at 4% or $350,644 at 6%; with 50% employer match about $350,644 at 4% or $233,763 at 6%; with 100% employer match about $262,983 at 4% or $175,322 at 6%.
Morton & Associates Profit Sharing Retirement Plan-3$190,655$46,839$15,613iApproximate average salary by contribution assumption: employee only about $390,325 at 4% or $260,217 at 6%; with 50% employer match about $260,217 at 4% or $173,478 at 6%; with 100% employer match about $195,163 at 4% or $130,108 at 6%.
MORTON & ASSOCIATES MONEY PURCHASE PENSION PLAN-3$67,174$16,277$5,426iApproximate average salary by contribution assumption: employee only about $135,642 at 4% or $90,428 at 6%; with 50% employer match about $90,428 at 4% or $60,285 at 6%; with 100% employer match about $67,821 at 4% or $45,214 at 6%.