Civic Intelligence

Morrow, Tompkins, Trueblood & Lefevre LLC

Plan context: Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan

EIN 20-4831454 • Norristown, PA • 19 filings • 3 plans

1 Montgomery PlazaSuite 902Norristown, PA 19401
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,207,033

2025 Contributions

$9,732

Historical Graphs

Total Assets Over Time

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

$1,720,610$860,305$0200720162024YearValue
$1,207,033Latest year 2024

Participants Over Time

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

1470200720162024YearValue
2Latest 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
202510$0$9,732-
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-0-$9,732-
202412$1,207,033$43,765$21,883iApproximate average salary by contribution assumption: employee only about $547,063 at 4% or $364,708 at 6%; with 50% employer match about $364,708 at 4% or $243,139 at 6%; with 100% employer match about $273,531 at 4% or $182,354 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-2$1,207,033$43,765$21,883iApproximate average salary by contribution assumption: employee only about $547,063 at 4% or $364,708 at 6%; with 50% employer match about $364,708 at 4% or $243,139 at 6%; with 100% employer match about $273,531 at 4% or $182,354 at 6%.
202313$1,058,819$68,671$22,890iApproximate average salary by contribution assumption: employee only about $572,258 at 4% or $381,506 at 6%; with 50% employer match about $381,506 at 4% or $254,337 at 6%; with 100% employer match about $286,129 at 4% or $190,753 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-3$1,058,819$68,671$22,890iApproximate average salary by contribution assumption: employee only about $572,258 at 4% or $381,506 at 6%; with 50% employer match about $381,506 at 4% or $254,337 at 6%; with 100% employer match about $286,129 at 4% or $190,753 at 6%.
202214$1,439,020$34,763$8,691iApproximate average salary by contribution assumption: employee only about $217,269 at 4% or $144,846 at 6%; with 50% employer match about $144,846 at 4% or $96,564 at 6%; with 100% employer match about $108,634 at 4% or $72,423 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-4$1,439,020$34,763$8,691iApproximate average salary by contribution assumption: employee only about $217,269 at 4% or $144,846 at 6%; with 50% employer match about $144,846 at 4% or $96,564 at 6%; with 100% employer match about $108,634 at 4% or $72,423 at 6%.
202114$1,720,610$34,295$8,574iApproximate average salary by contribution assumption: employee only about $214,344 at 4% or $142,896 at 6%; with 50% employer match about $142,896 at 4% or $95,264 at 6%; with 100% employer match about $107,172 at 4% or $71,448 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-4$1,720,610$34,295$8,574iApproximate average salary by contribution assumption: employee only about $214,344 at 4% or $142,896 at 6%; with 50% employer match about $142,896 at 4% or $95,264 at 6%; with 100% employer match about $107,172 at 4% or $71,448 at 6%.
202016$1,551,852$84,520$14,087iApproximate average salary by contribution assumption: employee only about $352,167 at 4% or $234,778 at 6%; with 50% employer match about $234,778 at 4% or $156,519 at 6%; with 100% employer match about $176,083 at 4% or $117,389 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-6$1,551,852$84,520$14,087iApproximate average salary by contribution assumption: employee only about $352,167 at 4% or $234,778 at 6%; with 50% employer match about $234,778 at 4% or $156,519 at 6%; with 100% employer match about $176,083 at 4% or $117,389 at 6%.
201916$1,270,219$79,744$13,291iApproximate average salary by contribution assumption: employee only about $332,267 at 4% or $221,511 at 6%; with 50% employer match about $221,511 at 4% or $147,674 at 6%; with 100% employer match about $166,133 at 4% or $110,756 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-6$1,270,219$79,744$13,291iApproximate average salary by contribution assumption: employee only about $332,267 at 4% or $221,511 at 6%; with 50% employer match about $221,511 at 4% or $147,674 at 6%; with 100% employer match about $166,133 at 4% or $110,756 at 6%.
201816$998,327$66,044$11,007iApproximate average salary by contribution assumption: employee only about $275,183 at 4% or $183,456 at 6%; with 50% employer match about $183,456 at 4% or $122,304 at 6%; with 100% employer match about $137,592 at 4% or $91,728 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-6$998,327$66,044$11,007iApproximate average salary by contribution assumption: employee only about $275,183 at 4% or $183,456 at 6%; with 50% employer match about $183,456 at 4% or $122,304 at 6%; with 100% employer match about $137,592 at 4% or $91,728 at 6%.
201716$1,001,498$59,940$9,990iApproximate average salary by contribution assumption: employee only about $249,750 at 4% or $166,500 at 6%; with 50% employer match about $166,500 at 4% or $111,000 at 6%; with 100% employer match about $124,875 at 4% or $83,250 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-6$1,001,498$59,940$9,990iApproximate average salary by contribution assumption: employee only about $249,750 at 4% or $166,500 at 6%; with 50% employer match about $166,500 at 4% or $111,000 at 6%; with 100% employer match about $124,875 at 4% or $83,250 at 6%.
201619$987,263$61,445$6,827iApproximate average salary by contribution assumption: employee only about $170,681 at 4% or $113,787 at 6%; with 50% employer match about $113,787 at 4% or $75,858 at 6%; with 100% employer match about $85,340 at 4% or $56,894 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-9$987,263$61,445$6,827iApproximate average salary by contribution assumption: employee only about $170,681 at 4% or $113,787 at 6%; with 50% employer match about $113,787 at 4% or $75,858 at 6%; with 100% employer match about $85,340 at 4% or $56,894 at 6%.
201519$865,929$76,813$8,535iApproximate average salary by contribution assumption: employee only about $213,369 at 4% or $142,246 at 6%; with 50% employer match about $142,246 at 4% or $94,831 at 6%; with 100% employer match about $106,685 at 4% or $71,123 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-9$865,929$76,813$8,535iApproximate average salary by contribution assumption: employee only about $213,369 at 4% or $142,246 at 6%; with 50% employer match about $142,246 at 4% or $94,831 at 6%; with 100% employer match about $106,685 at 4% or $71,123 at 6%.
201419$812,172$73,376$8,153iApproximate average salary by contribution assumption: employee only about $203,822 at 4% or $135,881 at 6%; with 50% employer match about $135,881 at 4% or $90,588 at 6%; with 100% employer match about $101,911 at 4% or $67,941 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-9$812,172$73,376$8,153iApproximate average salary by contribution assumption: employee only about $203,822 at 4% or $135,881 at 6%; with 50% employer match about $135,881 at 4% or $90,588 at 6%; with 100% employer match about $101,911 at 4% or $67,941 at 6%.
201319$702,495$88,154$9,795iApproximate average salary by contribution assumption: employee only about $244,872 at 4% or $163,248 at 6%; with 50% employer match about $163,248 at 4% or $108,832 at 6%; with 100% employer match about $122,436 at 4% or $81,624 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-9$702,495$88,154$9,795iApproximate average salary by contribution assumption: employee only about $244,872 at 4% or $163,248 at 6%; with 50% employer match about $163,248 at 4% or $108,832 at 6%; with 100% employer match about $122,436 at 4% or $81,624 at 6%.
201219$506,948$77,605$8,623iApproximate average salary by contribution assumption: employee only about $215,569 at 4% or $143,713 at 6%; with 50% employer match about $143,713 at 4% or $95,809 at 6%; with 100% employer match about $107,785 at 4% or $71,856 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-9$506,948$77,605$8,623iApproximate average salary by contribution assumption: employee only about $215,569 at 4% or $143,713 at 6%; with 50% employer match about $143,713 at 4% or $95,809 at 6%; with 100% employer match about $107,785 at 4% or $71,856 at 6%.
201119$380,877$70,211$7,801iApproximate average salary by contribution assumption: employee only about $195,031 at 4% or $130,020 at 6%; with 50% employer match about $130,020 at 4% or $86,680 at 6%; with 100% employer match about $97,515 at 4% or $65,010 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-9$380,877$70,211$7,801iApproximate average salary by contribution assumption: employee only about $195,031 at 4% or $130,020 at 6%; with 50% employer match about $130,020 at 4% or $86,680 at 6%; with 100% employer match about $97,515 at 4% or $65,010 at 6%.
2010110$336,140$78,939$7,894iApproximate average salary by contribution assumption: employee only about $197,348 at 4% or $131,565 at 6%; with 50% employer match about $131,565 at 4% or $87,710 at 6%; with 100% employer match about $98,674 at 4% or $65,783 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-10$336,140$78,939$7,894iApproximate average salary by contribution assumption: employee only about $197,348 at 4% or $131,565 at 6%; with 50% employer match about $131,565 at 4% or $87,710 at 6%; with 100% employer match about $98,674 at 4% or $65,783 at 6%.
2009111$216,981$67,361$6,124iApproximate average salary by contribution assumption: employee only about $153,093 at 4% or $102,062 at 6%; with 50% employer match about $102,062 at 4% or $68,041 at 6%; with 100% employer match about $76,547 at 4% or $51,031 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-11$216,981$67,361$6,124iApproximate average salary by contribution assumption: employee only about $153,093 at 4% or $102,062 at 6%; with 50% employer match about $102,062 at 4% or $68,041 at 6%; with 100% employer match about $76,547 at 4% or $51,031 at 6%.
2008114$99,447$82,118$5,866iApproximate average salary by contribution assumption: employee only about $146,639 at 4% or $97,760 at 6%; with 50% employer match about $97,760 at 4% or $65,173 at 6%; with 100% employer match about $73,320 at 4% or $48,880 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-14$99,447$82,118$5,866iApproximate average salary by contribution assumption: employee only about $146,639 at 4% or $97,760 at 6%; with 50% employer match about $97,760 at 4% or $65,173 at 6%; with 100% employer match about $73,320 at 4% or $48,880 at 6%.
2007111$69,980$69,689$6,335iApproximate average salary by contribution assumption: employee only about $158,384 at 4% or $105,589 at 6%; with 50% employer match about $105,589 at 4% or $70,393 at 6%; with 100% employer match about $79,192 at 4% or $52,795 at 6%.
Morrow, Tompkins, Trueblood & Lefevre LLC 401(K) Plan-11$69,980$69,689$6,335iApproximate average salary by contribution assumption: employee only about $158,384 at 4% or $105,589 at 6%; with 50% employer match about $105,589 at 4% or $70,393 at 6%; with 100% employer match about $79,192 at 4% or $52,795 at 6%.