Civic Intelligence

Bell & Morgan LLC

Plan context: Bell & Morgan LLC 401K Profit Sharing Plan

EIN 20-0595383 • 18 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$3,714,095

2021 Contributions

$27,368

Historical Graphs

Total Assets Over Time

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

$3,714,095$1,857,048$0200420142021YearValue
$3,714,095Latest year 2021

Participants Over Time

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

530200420132021YearValue
5Latest year 2021

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
202115$3,714,095$27,368$5,474iApproximate average salary by contribution assumption: employee only about $136,840 at 4% or $91,227 at 6%; with 50% employer match about $91,227 at 4% or $60,818 at 6%; with 100% employer match about $68,420 at 4% or $45,613 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$3,714,095$27,368$5,474iApproximate average salary by contribution assumption: employee only about $136,840 at 4% or $91,227 at 6%; with 50% employer match about $91,227 at 4% or $60,818 at 6%; with 100% employer match about $68,420 at 4% or $45,613 at 6%.
202015$3,146,423$40,015$8,003iApproximate average salary by contribution assumption: employee only about $200,075 at 4% or $133,383 at 6%; with 50% employer match about $133,383 at 4% or $88,922 at 6%; with 100% employer match about $100,038 at 4% or $66,692 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$3,146,423$40,015$8,003iApproximate average salary by contribution assumption: employee only about $200,075 at 4% or $133,383 at 6%; with 50% employer match about $133,383 at 4% or $88,922 at 6%; with 100% employer match about $100,038 at 4% or $66,692 at 6%.
201914$2,939,814$49,450$12,363iApproximate average salary by contribution assumption: employee only about $309,063 at 4% or $206,042 at 6%; with 50% employer match about $206,042 at 4% or $137,361 at 6%; with 100% employer match about $154,531 at 4% or $103,021 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$2,939,814$49,450$12,363iApproximate average salary by contribution assumption: employee only about $309,063 at 4% or $206,042 at 6%; with 50% employer match about $206,042 at 4% or $137,361 at 6%; with 100% employer match about $154,531 at 4% or $103,021 at 6%.
201815$2,512,057$48,325$9,665iApproximate average salary by contribution assumption: employee only about $241,625 at 4% or $161,083 at 6%; with 50% employer match about $161,083 at 4% or $107,389 at 6%; with 100% employer match about $120,813 at 4% or $80,542 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$2,512,057$48,325$9,665iApproximate average salary by contribution assumption: employee only about $241,625 at 4% or $161,083 at 6%; with 50% employer match about $161,083 at 4% or $107,389 at 6%; with 100% employer match about $120,813 at 4% or $80,542 at 6%.
201715$2,591,442$63,530$12,706iApproximate average salary by contribution assumption: employee only about $317,650 at 4% or $211,767 at 6%; with 50% employer match about $211,767 at 4% or $141,178 at 6%; with 100% employer match about $158,825 at 4% or $105,883 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$2,591,442$63,530$12,706iApproximate average salary by contribution assumption: employee only about $317,650 at 4% or $211,767 at 6%; with 50% employer match about $211,767 at 4% or $141,178 at 6%; with 100% employer match about $158,825 at 4% or $105,883 at 6%.
201615$2,292,356$63,280$12,656iApproximate average salary by contribution assumption: employee only about $316,400 at 4% or $210,933 at 6%; with 50% employer match about $210,933 at 4% or $140,622 at 6%; with 100% employer match about $158,200 at 4% or $105,467 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$2,292,356$63,280$12,656iApproximate average salary by contribution assumption: employee only about $316,400 at 4% or $210,933 at 6%; with 50% employer match about $210,933 at 4% or $140,622 at 6%; with 100% employer match about $158,200 at 4% or $105,467 at 6%.
201514$2,061,211$58,541$14,635iApproximate average salary by contribution assumption: employee only about $365,881 at 4% or $243,921 at 6%; with 50% employer match about $243,921 at 4% or $162,614 at 6%; with 100% employer match about $182,941 at 4% or $121,960 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$2,061,211$58,541$14,635iApproximate average salary by contribution assumption: employee only about $365,881 at 4% or $243,921 at 6%; with 50% employer match about $243,921 at 4% or $162,614 at 6%; with 100% employer match about $182,941 at 4% or $121,960 at 6%.
201414$2,042,197$58,515$14,629iApproximate average salary by contribution assumption: employee only about $365,719 at 4% or $243,813 at 6%; with 50% employer match about $243,813 at 4% or $162,542 at 6%; with 100% employer match about $182,859 at 4% or $121,906 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$2,042,197$58,515$14,629iApproximate average salary by contribution assumption: employee only about $365,719 at 4% or $243,813 at 6%; with 50% employer match about $243,813 at 4% or $162,542 at 6%; with 100% employer match about $182,859 at 4% or $121,906 at 6%.
201314$1,886,031$56,850$14,213iApproximate average salary by contribution assumption: employee only about $355,313 at 4% or $236,875 at 6%; with 50% employer match about $236,875 at 4% or $157,917 at 6%; with 100% employer match about $177,656 at 4% or $118,438 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$1,886,031$56,850$14,213iApproximate average salary by contribution assumption: employee only about $355,313 at 4% or $236,875 at 6%; with 50% employer match about $236,875 at 4% or $157,917 at 6%; with 100% employer match about $177,656 at 4% or $118,438 at 6%.
201214$1,557,938$70,947$17,737iApproximate average salary by contribution assumption: employee only about $443,419 at 4% or $295,613 at 6%; with 50% employer match about $295,613 at 4% or $197,075 at 6%; with 100% employer match about $221,709 at 4% or $147,806 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$1,557,938$70,947$17,737iApproximate average salary by contribution assumption: employee only about $443,419 at 4% or $295,613 at 6%; with 50% employer match about $295,613 at 4% or $197,075 at 6%; with 100% employer match about $221,709 at 4% or $147,806 at 6%.
201115$1,379,546$61,345$12,269iApproximate average salary by contribution assumption: employee only about $306,725 at 4% or $204,483 at 6%; with 50% employer match about $204,483 at 4% or $136,322 at 6%; with 100% employer match about $153,363 at 4% or $102,242 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$1,379,546$61,345$12,269iApproximate average salary by contribution assumption: employee only about $306,725 at 4% or $204,483 at 6%; with 50% employer match about $204,483 at 4% or $136,322 at 6%; with 100% employer match about $153,363 at 4% or $102,242 at 6%.
201015$1,341,486$60,375$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-5$1,341,486$60,375$12,075iApproximate average salary by contribution assumption: employee only about $301,875 at 4% or $201,250 at 6%; with 50% employer match about $201,250 at 4% or $134,167 at 6%; with 100% employer match about $150,938 at 4% or $100,625 at 6%.
200914$1,197,180$57,077$14,269iApproximate average salary by contribution assumption: employee only about $356,731 at 4% or $237,821 at 6%; with 50% employer match about $237,821 at 4% or $158,547 at 6%; with 100% employer match about $178,366 at 4% or $118,910 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$1,197,180$57,077$14,269iApproximate average salary by contribution assumption: employee only about $356,731 at 4% or $237,821 at 6%; with 50% employer match about $237,821 at 4% or $158,547 at 6%; with 100% employer match about $178,366 at 4% or $118,910 at 6%.
200814$0$0-
Bell & Morgan LLC 401K Profit Sharing Plan-4---
200714$0$0-
Bell & Morgan LLC 401K Profit Sharing Plan-4---
200614$868,767$134,131$33,533iApproximate average salary by contribution assumption: employee only about $838,319 at 4% or $558,879 at 6%; with 50% employer match about $558,879 at 4% or $372,586 at 6%; with 100% employer match about $419,159 at 4% or $279,440 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$868,767$134,131$33,533iApproximate average salary by contribution assumption: employee only about $838,319 at 4% or $558,879 at 6%; with 50% employer match about $558,879 at 4% or $372,586 at 6%; with 100% employer match about $419,159 at 4% or $279,440 at 6%.
200514$647,512$609,585$152,396iApproximate average salary by contribution assumption: employee only about $3,809,906 at 4% or $2,539,938 at 6%; with 50% employer match about $2,539,938 at 4% or $1,693,292 at 6%; with 100% employer match about $1,904,953 at 4% or $1,269,969 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-4$647,512$609,585$152,396iApproximate average salary by contribution assumption: employee only about $3,809,906 at 4% or $2,539,938 at 6%; with 50% employer match about $2,539,938 at 4% or $1,693,292 at 6%; with 100% employer match about $1,904,953 at 4% or $1,269,969 at 6%.
200413$26,931$26,931$8,977iApproximate average salary by contribution assumption: employee only about $224,425 at 4% or $149,617 at 6%; with 50% employer match about $149,617 at 4% or $99,744 at 6%; with 100% employer match about $112,213 at 4% or $74,808 at 6%.
Bell & Morgan LLC 401K Profit Sharing Plan-3$26,931$26,931$8,977iApproximate average salary by contribution assumption: employee only about $224,425 at 4% or $149,617 at 6%; with 50% employer match about $149,617 at 4% or $99,744 at 6%; with 100% employer match about $112,213 at 4% or $74,808 at 6%.