Shalik Morris and Company LLP
Plan context: Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust
EIN 11-2973036 • Woodbury, NY • 46 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$4,658,078
2024 Contributions
$306,884
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 37 | $4,658,078 | $306,884 | $8,294iApproximate average salary by contribution assumption: employee only about $207,354 at 4% or $138,236 at 6%; with 50% employer match about $138,236 at 4% or $92,157 at 6%; with 100% employer match about $103,677 at 4% or $69,118 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 37 | $3,766,798 | $306,884 | $8,294iApproximate average salary by contribution assumption: employee only about $207,354 at 4% or $138,236 at 6%; with 50% employer match about $138,236 at 4% or $92,157 at 6%; with 100% employer match about $103,677 at 4% or $69,118 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $891,280 | - | - |
| 2023 | 2 | 37 | $4,015,344 | $278,630 | $7,531iApproximate average salary by contribution assumption: employee only about $188,264 at 4% or $125,509 at 6%; with 50% employer match about $125,509 at 4% or $83,673 at 6%; with 100% employer match about $94,132 at 4% or $62,755 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 37 | $3,248,790 | $278,630 | $7,531iApproximate average salary by contribution assumption: employee only about $188,264 at 4% or $125,509 at 6%; with 50% employer match about $125,509 at 4% or $83,673 at 6%; with 100% employer match about $94,132 at 4% or $62,755 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 15 | $766,554 | - | - |
| 2022 | 2 | 36 | $3,473,196 | $379,175 | $10,533iApproximate average salary by contribution assumption: employee only about $263,316 at 4% or $175,544 at 6%; with 50% employer match about $175,544 at 4% or $117,029 at 6%; with 100% employer match about $131,658 at 4% or $87,772 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 36 | $2,850,700 | $379,175 | $10,533iApproximate average salary by contribution assumption: employee only about $263,316 at 4% or $175,544 at 6%; with 50% employer match about $175,544 at 4% or $117,029 at 6%; with 100% employer match about $131,658 at 4% or $87,772 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $622,496 | - | - |
| 2021 | 2 | 36 | $3,891,194 | $440,671 | $12,241iApproximate average salary by contribution assumption: employee only about $306,022 at 4% or $204,014 at 6%; with 50% employer match about $204,014 at 4% or $136,010 at 6%; with 100% employer match about $153,011 at 4% or $102,007 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 36 | $3,108,719 | $440,671 | $12,241iApproximate average salary by contribution assumption: employee only about $306,022 at 4% or $204,014 at 6%; with 50% employer match about $204,014 at 4% or $136,010 at 6%; with 100% employer match about $153,011 at 4% or $102,007 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $782,475 | - | - |
| 2020 | 2 | 34 | $3,487,382 | $308,892 | $9,085iApproximate average salary by contribution assumption: employee only about $227,126 at 4% or $151,418 at 6%; with 50% employer match about $151,418 at 4% or $100,945 at 6%; with 100% employer match about $113,563 at 4% or $75,709 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 34 | $2,893,366 | $308,892 | $9,085iApproximate average salary by contribution assumption: employee only about $227,126 at 4% or $151,418 at 6%; with 50% employer match about $151,418 at 4% or $100,945 at 6%; with 100% employer match about $113,563 at 4% or $75,709 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $594,016 | - | - |
| 2019 | 2 | 31 | $3,089,348 | $323,467 | $10,434iApproximate average salary by contribution assumption: employee only about $260,860 at 4% or $173,907 at 6%; with 50% employer match about $173,907 at 4% or $115,938 at 6%; with 100% employer match about $130,430 at 4% or $86,953 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 31 | $2,601,340 | $323,467 | $10,434iApproximate average salary by contribution assumption: employee only about $260,860 at 4% or $173,907 at 6%; with 50% employer match about $173,907 at 4% or $115,938 at 6%; with 100% employer match about $130,430 at 4% or $86,953 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $488,008 | - | - |
| 2018 | 2 | 27 | $2,366,245 | $310,767 | $11,510iApproximate average salary by contribution assumption: employee only about $287,747 at 4% or $191,831 at 6%; with 50% employer match about $191,831 at 4% or $127,888 at 6%; with 100% employer match about $143,874 at 4% or $95,916 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 27 | $1,999,144 | $310,767 | $11,510iApproximate average salary by contribution assumption: employee only about $287,747 at 4% or $191,831 at 6%; with 50% employer match about $191,831 at 4% or $127,888 at 6%; with 100% employer match about $143,874 at 4% or $95,916 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $367,101 | - | - |
| 2017 | 2 | 30 | $2,374,397 | $288,284 | $9,609iApproximate average salary by contribution assumption: employee only about $240,237 at 4% or $160,158 at 6%; with 50% employer match about $160,158 at 4% or $106,772 at 6%; with 100% employer match about $120,118 at 4% or $80,079 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 30 | $1,987,054 | $288,284 | $9,609iApproximate average salary by contribution assumption: employee only about $240,237 at 4% or $160,158 at 6%; with 50% employer match about $160,158 at 4% or $106,772 at 6%; with 100% employer match about $120,118 at 4% or $80,079 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $387,343 | - | - |
| 2016 | 2 | 32 | $1,891,162 | $303,499 | $9,484iApproximate average salary by contribution assumption: employee only about $237,109 at 4% or $158,072 at 6%; with 50% employer match about $158,072 at 4% or $105,382 at 6%; with 100% employer match about $118,554 at 4% or $79,036 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 32 | $1,586,085 | $303,499 | $9,484iApproximate average salary by contribution assumption: employee only about $237,109 at 4% or $158,072 at 6%; with 50% employer match about $158,072 at 4% or $105,382 at 6%; with 100% employer match about $118,554 at 4% or $79,036 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $305,077 | - | - |
| 2015 | 2 | 32 | $1,899,813 | $639,422 | $19,982iApproximate average salary by contribution assumption: employee only about $499,548 at 4% or $333,032 at 6%; with 50% employer match about $333,032 at 4% or $222,022 at 6%; with 100% employer match about $249,774 at 4% or $166,516 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 32 | $1,433,186 | $639,422 | $19,982iApproximate average salary by contribution assumption: employee only about $499,548 at 4% or $333,032 at 6%; with 50% employer match about $333,032 at 4% or $222,022 at 6%; with 100% employer match about $249,774 at 4% or $166,516 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $466,627 | - | - |
| 2014 | 2 | 21 | $1,556,401 | $203,875 | $9,708iApproximate average salary by contribution assumption: employee only about $242,708 at 4% or $161,806 at 6%; with 50% employer match about $161,806 at 4% or $107,870 at 6%; with 100% employer match about $121,354 at 4% or $80,903 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 21 | $1,124,937 | $203,875 | $9,708iApproximate average salary by contribution assumption: employee only about $242,708 at 4% or $161,806 at 6%; with 50% employer match about $161,806 at 4% or $107,870 at 6%; with 100% employer match about $121,354 at 4% or $80,903 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $431,464 | - | - |
| 2013 | 2 | 18 | $1,269,612 | $210,844 | $11,714iApproximate average salary by contribution assumption: employee only about $292,839 at 4% or $195,226 at 6%; with 50% employer match about $195,226 at 4% or $130,151 at 6%; with 100% employer match about $146,419 at 4% or $97,613 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 18 | $903,013 | $210,844 | $11,714iApproximate average salary by contribution assumption: employee only about $292,839 at 4% or $195,226 at 6%; with 50% employer match about $195,226 at 4% or $130,151 at 6%; with 100% employer match about $146,419 at 4% or $97,613 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $366,599 | - | - |
| 2012 | 2 | 14 | $869,511 | $122,305 | $8,736iApproximate average salary by contribution assumption: employee only about $218,402 at 4% or $145,601 at 6%; with 50% employer match about $145,601 at 4% or $97,067 at 6%; with 100% employer match about $109,201 at 4% or $72,801 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 14 | $569,074 | $122,305 | $8,736iApproximate average salary by contribution assumption: employee only about $218,402 at 4% or $145,601 at 6%; with 50% employer match about $145,601 at 4% or $97,067 at 6%; with 100% employer match about $109,201 at 4% or $72,801 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $300,437 | - | - |
| 2011 | 2 | 15 | $712,549 | $108,669 | $7,245iApproximate average salary by contribution assumption: employee only about $181,115 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,496 at 6%; with 100% employer match about $90,558 at 4% or $60,372 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 15 | $438,053 | $108,669 | $7,245iApproximate average salary by contribution assumption: employee only about $181,115 at 4% or $120,743 at 6%; with 50% employer match about $120,743 at 4% or $80,496 at 6%; with 100% employer match about $90,558 at 4% or $60,372 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $274,496 | - | - |
| 2010 | 2 | 11 | $633,329 | $71,319 | $6,484iApproximate average salary by contribution assumption: employee only about $162,089 at 4% or $108,059 at 6%; with 50% employer match about $108,059 at 4% or $72,039 at 6%; with 100% employer match about $81,044 at 4% or $54,030 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 11 | $351,717 | $71,319 | $6,484iApproximate average salary by contribution assumption: employee only about $162,089 at 4% or $108,059 at 6%; with 50% employer match about $108,059 at 4% or $72,039 at 6%; with 100% employer match about $81,044 at 4% or $54,030 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $281,612 | - | - |
| 2009 | 2 | 10 | $241,291 | $47,425 | $4,743iApproximate average salary by contribution assumption: employee only about $118,563 at 4% or $79,042 at 6%; with 50% employer match about $79,042 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,521 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 9 | $241,291 | $47,425 | $5,269iApproximate average salary by contribution assumption: employee only about $131,736 at 4% or $87,824 at 6%; with 50% employer match about $87,824 at 4% or $58,549 at 6%; with 100% employer match about $65,868 at 4% or $43,912 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | - | - | - |
| 2008 | 2 | 10 | $153,865 | $39,022 | $3,902iApproximate average salary by contribution assumption: employee only about $97,555 at 4% or $65,037 at 6%; with 50% employer match about $65,037 at 4% or $43,358 at 6%; with 100% employer match about $48,778 at 4% or $32,518 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 8 | $153,865 | $39,022 | $4,878iApproximate average salary by contribution assumption: employee only about $121,944 at 4% or $81,296 at 6%; with 50% employer match about $81,296 at 4% or $54,197 at 6%; with 100% employer match about $60,972 at 4% or $40,648 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | - | - | - |
| 2007 | 2 | 7 | $176,077 | $31,817 | $4,545iApproximate average salary by contribution assumption: employee only about $113,632 at 4% or $75,755 at 6%; with 50% employer match about $75,755 at 4% or $50,503 at 6%; with 100% employer match about $56,816 at 4% or $37,877 at 6%. |
| Shalik Morris and Company LLP 401(K) Profit Sharing Plan & Trust | - | 7 | $176,077 | $31,817 | $4,545iApproximate average salary by contribution assumption: employee only about $113,632 at 4% or $75,755 at 6%; with 50% employer match about $75,755 at 4% or $50,503 at 6%; with 100% employer match about $56,816 at 4% or $37,877 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 2 | 8 | $384,274 | $29,346 | $3,668iApproximate average salary by contribution assumption: employee only about $91,706 at 4% or $61,138 at 6%; with 50% employer match about $61,138 at 4% or $40,758 at 6%; with 100% employer match about $45,853 at 4% or $30,569 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 8 | $247,752 | - | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 7 | $136,522 | $29,346 | $4,192iApproximate average salary by contribution assumption: employee only about $104,807 at 4% or $69,871 at 6%; with 50% employer match about $69,871 at 4% or $46,581 at 6%; with 100% employer match about $52,404 at 4% or $34,936 at 6%. |
| 2005 | 1 | 8 | $207,600 | $0 | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 8 | $207,600 | - | - |
| 2004 | 1 | 8 | $205,818 | $0 | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 8 | $205,818 | - | - |
| 2003 | 2 | 9 | $238,805 | $30,745 | $3,416iApproximate average salary by contribution assumption: employee only about $85,403 at 4% or $56,935 at 6%; with 50% employer match about $56,935 at 4% or $37,957 at 6%; with 100% employer match about $42,701 at 4% or $28,468 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 7 | $185,735 | - | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 9 | $53,070 | $30,745 | $3,416iApproximate average salary by contribution assumption: employee only about $85,403 at 4% or $56,935 at 6%; with 50% employer match about $56,935 at 4% or $37,957 at 6%; with 100% employer match about $42,701 at 4% or $28,468 at 6%. |
| 2002 | 1 | 10 | $20,886 | $20,939 | $2,094iApproximate average salary by contribution assumption: employee only about $52,348 at 4% or $34,898 at 6%; with 50% employer match about $34,898 at 4% or $23,266 at 6%; with 100% employer match about $26,174 at 4% or $17,449 at 6%. |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 10 | $20,886 | $20,939 | $2,094iApproximate average salary by contribution assumption: employee only about $52,348 at 4% or $34,898 at 6%; with 50% employer match about $34,898 at 4% or $23,266 at 6%; with 100% employer match about $26,174 at 4% or $17,449 at 6%. |
| 2001 | 1 | 13 | $0 | $0 | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 13 | - | - | - |
| 2000 | 1 | 12 | $0 | $0 | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 12 | - | - | - |
| 1999 | 1 | 12 | $682,789 | $0 | - |
| Shalik, Morris & Company LLP Profit Sharing Plan | - | 12 | $682,789 | - | - |