Morgan Chaney LLC
Plan context: Morgan Chaney LLC 401(K) Plan
EIN 20-5859029 • Phoenix, AZ • 15 filings • 2 plans
Current Snapshot
Latest Year
2022
2022 Participants
13
2022 Assets
$1,687,302
2022 Contributions
$83,233
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $83,233 | - |
| Morgan Chaney LLC 401(K) Plan | - | 0 | $0 | $83,233 | - |
| 2021 | 1 | 13 | $1,687,302 | $42,040 | $3,234iApproximate average salary by contribution assumption: employee only about $80,846 at 4% or $53,897 at 6%; with 50% employer match about $53,897 at 4% or $35,932 at 6%; with 100% employer match about $40,423 at 4% or $26,949 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 13 | $1,687,302 | $42,040 | $3,234iApproximate average salary by contribution assumption: employee only about $80,846 at 4% or $53,897 at 6%; with 50% employer match about $53,897 at 4% or $35,932 at 6%; with 100% employer match about $40,423 at 4% or $26,949 at 6%. |
| 2020 | 1 | 13 | $1,381,150 | $25,170 | $1,936iApproximate average salary by contribution assumption: employee only about $48,404 at 4% or $32,269 at 6%; with 50% employer match about $32,269 at 4% or $21,513 at 6%; with 100% employer match about $24,202 at 4% or $16,135 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 13 | $1,381,150 | $25,170 | $1,936iApproximate average salary by contribution assumption: employee only about $48,404 at 4% or $32,269 at 6%; with 50% employer match about $32,269 at 4% or $21,513 at 6%; with 100% employer match about $24,202 at 4% or $16,135 at 6%. |
| 2019 | 1 | 13 | $1,150,723 | $40,141 | $3,088iApproximate average salary by contribution assumption: employee only about $77,194 at 4% or $51,463 at 6%; with 50% employer match about $51,463 at 4% or $34,309 at 6%; with 100% employer match about $38,597 at 4% or $25,731 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 13 | $1,150,723 | $40,141 | $3,088iApproximate average salary by contribution assumption: employee only about $77,194 at 4% or $51,463 at 6%; with 50% employer match about $51,463 at 4% or $34,309 at 6%; with 100% employer match about $38,597 at 4% or $25,731 at 6%. |
| 2018 | 1 | 14 | $1,064,775 | $46,316 | $3,308iApproximate average salary by contribution assumption: employee only about $82,707 at 4% or $55,138 at 6%; with 50% employer match about $55,138 at 4% or $36,759 at 6%; with 100% employer match about $41,354 at 4% or $27,569 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 14 | $1,064,775 | $46,316 | $3,308iApproximate average salary by contribution assumption: employee only about $82,707 at 4% or $55,138 at 6%; with 50% employer match about $55,138 at 4% or $36,759 at 6%; with 100% employer match about $41,354 at 4% or $27,569 at 6%. |
| 2017 | 1 | 15 | $1,109,784 | $59,501 | $3,967iApproximate average salary by contribution assumption: employee only about $99,168 at 4% or $66,112 at 6%; with 50% employer match about $66,112 at 4% or $44,075 at 6%; with 100% employer match about $49,584 at 4% or $33,056 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 15 | $1,109,784 | $59,501 | $3,967iApproximate average salary by contribution assumption: employee only about $99,168 at 4% or $66,112 at 6%; with 50% employer match about $66,112 at 4% or $44,075 at 6%; with 100% employer match about $49,584 at 4% or $33,056 at 6%. |
| 2016 | 1 | 14 | $859,346 | $37,619 | $2,687iApproximate average salary by contribution assumption: employee only about $67,177 at 4% or $44,785 at 6%; with 50% employer match about $44,785 at 4% or $29,856 at 6%; with 100% employer match about $33,588 at 4% or $22,392 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 14 | $859,346 | $37,619 | $2,687iApproximate average salary by contribution assumption: employee only about $67,177 at 4% or $44,785 at 6%; with 50% employer match about $44,785 at 4% or $29,856 at 6%; with 100% employer match about $33,588 at 4% or $22,392 at 6%. |
| 2015 | 1 | 15 | $759,255 | $35,831 | $2,389iApproximate average salary by contribution assumption: employee only about $59,718 at 4% or $39,812 at 6%; with 50% employer match about $39,812 at 4% or $26,541 at 6%; with 100% employer match about $29,859 at 4% or $19,906 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 15 | $759,255 | $35,831 | $2,389iApproximate average salary by contribution assumption: employee only about $59,718 at 4% or $39,812 at 6%; with 50% employer match about $39,812 at 4% or $26,541 at 6%; with 100% employer match about $29,859 at 4% or $19,906 at 6%. |
| 2014 | 1 | 15 | $747,033 | $34,638 | $2,309iApproximate average salary by contribution assumption: employee only about $57,730 at 4% or $38,487 at 6%; with 50% employer match about $38,487 at 4% or $25,658 at 6%; with 100% employer match about $28,865 at 4% or $19,243 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 15 | $747,033 | $34,638 | $2,309iApproximate average salary by contribution assumption: employee only about $57,730 at 4% or $38,487 at 6%; with 50% employer match about $38,487 at 4% or $25,658 at 6%; with 100% employer match about $28,865 at 4% or $19,243 at 6%. |
| 2013 | 1 | 15 | $690,068 | $30,700 | $2,047iApproximate average salary by contribution assumption: employee only about $51,167 at 4% or $34,111 at 6%; with 50% employer match about $34,111 at 4% or $22,741 at 6%; with 100% employer match about $25,583 at 4% or $17,056 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 15 | $690,068 | $30,700 | $2,047iApproximate average salary by contribution assumption: employee only about $51,167 at 4% or $34,111 at 6%; with 50% employer match about $34,111 at 4% or $22,741 at 6%; with 100% employer match about $25,583 at 4% or $17,056 at 6%. |
| 2012 | 1 | 15 | $550,670 | $28,093 | $1,873iApproximate average salary by contribution assumption: employee only about $46,822 at 4% or $31,214 at 6%; with 50% employer match about $31,214 at 4% or $20,810 at 6%; with 100% employer match about $23,411 at 4% or $15,607 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 15 | $550,670 | $28,093 | $1,873iApproximate average salary by contribution assumption: employee only about $46,822 at 4% or $31,214 at 6%; with 50% employer match about $31,214 at 4% or $20,810 at 6%; with 100% employer match about $23,411 at 4% or $15,607 at 6%. |
| 2011 | 1 | 14 | $453,177 | $37,110 | $2,651iApproximate average salary by contribution assumption: employee only about $66,268 at 4% or $44,179 at 6%; with 50% employer match about $44,179 at 4% or $29,452 at 6%; with 100% employer match about $33,134 at 4% or $22,089 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 14 | $453,177 | $37,110 | $2,651iApproximate average salary by contribution assumption: employee only about $66,268 at 4% or $44,179 at 6%; with 50% employer match about $44,179 at 4% or $29,452 at 6%; with 100% employer match about $33,134 at 4% or $22,089 at 6%. |
| 2010 | 1 | 14 | $443,477 | $38,080 | $2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 14 | $443,477 | $38,080 | $2,720iApproximate average salary by contribution assumption: employee only about $68,000 at 4% or $45,333 at 6%; with 50% employer match about $45,333 at 4% or $30,222 at 6%; with 100% employer match about $34,000 at 4% or $22,667 at 6%. |
| 2009 | 1 | 17 | $489,752 | $37,620 | $2,213iApproximate average salary by contribution assumption: employee only about $55,324 at 4% or $36,882 at 6%; with 50% employer match about $36,882 at 4% or $24,588 at 6%; with 100% employer match about $27,662 at 4% or $18,441 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 17 | $489,752 | $37,620 | $2,213iApproximate average salary by contribution assumption: employee only about $55,324 at 4% or $36,882 at 6%; with 50% employer match about $36,882 at 4% or $24,588 at 6%; with 100% employer match about $27,662 at 4% or $18,441 at 6%. |
| 2008 | 1 | 18 | $358,132 | $46,570 | $2,587iApproximate average salary by contribution assumption: employee only about $64,681 at 4% or $43,120 at 6%; with 50% employer match about $43,120 at 4% or $28,747 at 6%; with 100% employer match about $32,340 at 4% or $21,560 at 6%. |
| Morgan Chaney LLC 401(K) Plan | - | 18 | $358,132 | $46,570 | $2,587iApproximate average salary by contribution assumption: employee only about $64,681 at 4% or $43,120 at 6%; with 50% employer match about $43,120 at 4% or $28,747 at 6%; with 100% employer match about $32,340 at 4% or $21,560 at 6%. |