William Morris Investment
Plan context: William Morris Investment
EIN 20-5824874 • Bend, OR • 13 filings • 6 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$1,065,313
2021 Contributions
$47,500
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $1,065,313 | $47,500 | $47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%. |
| William Morris Investment | - | 1 | $1,065,313 | $47,500 | $47,500iApproximate average salary by contribution assumption: employee only about $1,187,500 at 4% or $791,667 at 6%; with 50% employer match about $791,667 at 4% or $527,778 at 6%; with 100% employer match about $593,750 at 4% or $395,833 at 6%. |
| 2019 | 1 | 1 | $783,379 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| William Morris Investment | - | 1 | $783,379 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| 2018 | 1 | 1 | $645,455 | $90,850 | $90,850iApproximate average salary by contribution assumption: employee only about $2,271,250 at 4% or $1,514,167 at 6%; with 50% employer match about $1,514,167 at 4% or $1,009,444 at 6%; with 100% employer match about $1,135,625 at 4% or $757,083 at 6%. |
| William Morris Investment | - | 1 | $645,455 | $90,850 | $90,850iApproximate average salary by contribution assumption: employee only about $2,271,250 at 4% or $1,514,167 at 6%; with 50% employer match about $1,514,167 at 4% or $1,009,444 at 6%; with 100% employer match about $1,135,625 at 4% or $757,083 at 6%. |
| 2017 | 1 | 0 | $873,434 | $64,078 | - |
| William Morris Investment | - | 0 | $873,434 | $64,078 | - |
| 2016 | 1 | 2 | $749,916 | $64,650 | $32,325iApproximate average salary by contribution assumption: employee only about $808,125 at 4% or $538,750 at 6%; with 50% employer match about $538,750 at 4% or $359,167 at 6%; with 100% employer match about $404,063 at 4% or $269,375 at 6%. |
| William Morris Investment | - | 2 | $749,916 | $64,650 | $32,325iApproximate average salary by contribution assumption: employee only about $808,125 at 4% or $538,750 at 6%; with 50% employer match about $538,750 at 4% or $359,167 at 6%; with 100% employer match about $404,063 at 4% or $269,375 at 6%. |
| 2015 | 1 | 2 | $667,829 | $45,078 | $22,539iApproximate average salary by contribution assumption: employee only about $563,475 at 4% or $375,650 at 6%; with 50% employer match about $375,650 at 4% or $250,433 at 6%; with 100% employer match about $281,738 at 4% or $187,825 at 6%. |
| William Morris Investment | - | 2 | $667,829 | $45,078 | $22,539iApproximate average salary by contribution assumption: employee only about $563,475 at 4% or $375,650 at 6%; with 50% employer match about $375,650 at 4% or $250,433 at 6%; with 100% employer match about $281,738 at 4% or $187,825 at 6%. |
| 2014 | 1 | 3 | $881,458 | $117,756 | $39,252iApproximate average salary by contribution assumption: employee only about $981,300 at 4% or $654,200 at 6%; with 50% employer match about $654,200 at 4% or $436,133 at 6%; with 100% employer match about $490,650 at 4% or $327,100 at 6%. |
| William Morris Investment | - | 3 | $881,458 | $117,756 | $39,252iApproximate average salary by contribution assumption: employee only about $981,300 at 4% or $654,200 at 6%; with 50% employer match about $654,200 at 4% or $436,133 at 6%; with 100% employer match about $490,650 at 4% or $327,100 at 6%. |
| 2013 | 1 | 3 | $688,436 | $84,837 | $28,279iApproximate average salary by contribution assumption: employee only about $706,975 at 4% or $471,317 at 6%; with 50% employer match about $471,317 at 4% or $314,211 at 6%; with 100% employer match about $353,488 at 4% or $235,658 at 6%. |
| William Morris Investment | - | 3 | $688,436 | $84,837 | $28,279iApproximate average salary by contribution assumption: employee only about $706,975 at 4% or $471,317 at 6%; with 50% employer match about $471,317 at 4% or $314,211 at 6%; with 100% employer match about $353,488 at 4% or $235,658 at 6%. |
| 2012 | 1 | 3 | $484,661 | $86,060 | $28,687iApproximate average salary by contribution assumption: employee only about $717,167 at 4% or $478,111 at 6%; with 50% employer match about $478,111 at 4% or $318,741 at 6%; with 100% employer match about $358,583 at 4% or $239,056 at 6%. |
| William Morris Investment | - | 3 | $484,661 | $86,060 | $28,687iApproximate average salary by contribution assumption: employee only about $717,167 at 4% or $478,111 at 6%; with 50% employer match about $478,111 at 4% or $318,741 at 6%; with 100% employer match about $358,583 at 4% or $239,056 at 6%. |
| 2011 | 1 | 3 | $329,109 | $53,068 | $17,689iApproximate average salary by contribution assumption: employee only about $442,233 at 4% or $294,822 at 6%; with 50% employer match about $294,822 at 4% or $196,548 at 6%; with 100% employer match about $221,117 at 4% or $147,411 at 6%. |
| William Morris Investment | - | 3 | $329,109 | $53,068 | $17,689iApproximate average salary by contribution assumption: employee only about $442,233 at 4% or $294,822 at 6%; with 50% employer match about $294,822 at 4% or $196,548 at 6%; with 100% employer match about $221,117 at 4% or $147,411 at 6%. |
| 2010 | 1 | 3 | $305,538 | $80,206 | $26,735iApproximate average salary by contribution assumption: employee only about $668,383 at 4% or $445,589 at 6%; with 50% employer match about $445,589 at 4% or $297,059 at 6%; with 100% employer match about $334,192 at 4% or $222,794 at 6%. |
| William Morris Investment | - | 3 | $305,538 | $80,206 | $26,735iApproximate average salary by contribution assumption: employee only about $668,383 at 4% or $445,589 at 6%; with 50% employer match about $445,589 at 4% or $297,059 at 6%; with 100% employer match about $334,192 at 4% or $222,794 at 6%. |
| 2009 | 1 | 3 | $188,940 | $57,333 | $19,111iApproximate average salary by contribution assumption: employee only about $477,775 at 4% or $318,517 at 6%; with 50% employer match about $318,517 at 4% or $212,344 at 6%; with 100% employer match about $238,888 at 4% or $159,258 at 6%. |
| William Morris Investment | - | 3 | $188,940 | $57,333 | $19,111iApproximate average salary by contribution assumption: employee only about $477,775 at 4% or $318,517 at 6%; with 50% employer match about $318,517 at 4% or $212,344 at 6%; with 100% employer match about $238,888 at 4% or $159,258 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| William Morris Investment | - | 3 | - | - | - |