Civic Intelligence

Dw Morgan LLC

Plan context: Dw Morgan LLC 401(K) Profit Sharing & Trust

EIN 20-5896948 • Danville, CA • 21 filings • 5 plans

4185 Blackhawk Plaza CircleSuite 260Danville, CA 94506
Current Snapshot

Latest Year

2025

2025 Participants

48

2025 Assets

$8,252,880

2025 Contributions

$535,933

Historical Graphs

Total Assets Over Time

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

$8,252,880$4,126,440$0200620162025YearValue
$8,252,880Latest year 2025

Participants Over Time

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

98490200620162025YearValue
48Latest year 2025

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
2025148$8,252,880$535,933$11,165iApproximate average salary by contribution assumption: employee only about $279,132 at 4% or $186,088 at 6%; with 50% employer match about $186,088 at 4% or $124,059 at 6%; with 100% employer match about $139,566 at 4% or $93,044 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-48$8,252,880$535,933$11,165iApproximate average salary by contribution assumption: employee only about $279,132 at 4% or $186,088 at 6%; with 50% employer match about $186,088 at 4% or $124,059 at 6%; with 100% employer match about $139,566 at 4% or $93,044 at 6%.
2024143$7,078,253$538,609$12,526iApproximate average salary by contribution assumption: employee only about $313,145 at 4% or $208,763 at 6%; with 50% employer match about $208,763 at 4% or $139,175 at 6%; with 100% employer match about $156,572 at 4% or $104,382 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-43$7,078,253$538,609$12,526iApproximate average salary by contribution assumption: employee only about $313,145 at 4% or $208,763 at 6%; with 50% employer match about $208,763 at 4% or $139,175 at 6%; with 100% employer match about $156,572 at 4% or $104,382 at 6%.
2023141$6,677,398$547,391$13,351iApproximate average salary by contribution assumption: employee only about $333,775 at 4% or $222,517 at 6%; with 50% employer match about $222,517 at 4% or $148,344 at 6%; with 100% employer match about $166,888 at 4% or $111,258 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-41$6,677,398$547,391$13,351iApproximate average salary by contribution assumption: employee only about $333,775 at 4% or $222,517 at 6%; with 50% employer match about $222,517 at 4% or $148,344 at 6%; with 100% employer match about $166,888 at 4% or $111,258 at 6%.
2022139$5,632,412$570,479$14,628iApproximate average salary by contribution assumption: employee only about $365,692 at 4% or $243,794 at 6%; with 50% employer match about $243,794 at 4% or $162,530 at 6%; with 100% employer match about $182,846 at 4% or $121,897 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-39$5,632,412$570,479$14,628iApproximate average salary by contribution assumption: employee only about $365,692 at 4% or $243,794 at 6%; with 50% employer match about $243,794 at 4% or $162,530 at 6%; with 100% employer match about $182,846 at 4% or $121,897 at 6%.
2021141$6,373,476$510,663$12,455iApproximate average salary by contribution assumption: employee only about $311,380 at 4% or $207,587 at 6%; with 50% employer match about $207,587 at 4% or $138,391 at 6%; with 100% employer match about $155,690 at 4% or $103,793 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-41$6,373,476$510,663$12,455iApproximate average salary by contribution assumption: employee only about $311,380 at 4% or $207,587 at 6%; with 50% employer match about $207,587 at 4% or $138,391 at 6%; with 100% employer match about $155,690 at 4% or $103,793 at 6%.
2020184$6,470,591$654,589$7,793iApproximate average salary by contribution assumption: employee only about $194,818 at 4% or $129,879 at 6%; with 50% employer match about $129,879 at 4% or $86,586 at 6%; with 100% employer match about $97,409 at 4% or $64,939 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-84$6,470,591$654,589$7,793iApproximate average salary by contribution assumption: employee only about $194,818 at 4% or $129,879 at 6%; with 50% employer match about $129,879 at 4% or $86,586 at 6%; with 100% employer match about $97,409 at 4% or $64,939 at 6%.
2019188$5,415,825$516,803$5,873iApproximate average salary by contribution assumption: employee only about $146,819 at 4% or $97,879 at 6%; with 50% employer match about $97,879 at 4% or $65,253 at 6%; with 100% employer match about $73,410 at 4% or $48,940 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-88$5,415,825$516,803$5,873iApproximate average salary by contribution assumption: employee only about $146,819 at 4% or $97,879 at 6%; with 50% employer match about $97,879 at 4% or $65,253 at 6%; with 100% employer match about $73,410 at 4% or $48,940 at 6%.
2018189$4,497,320$552,491$6,208iApproximate average salary by contribution assumption: employee only about $155,194 at 4% or $103,463 at 6%; with 50% employer match about $103,463 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-89$4,497,320$552,491$6,208iApproximate average salary by contribution assumption: employee only about $155,194 at 4% or $103,463 at 6%; with 50% employer match about $103,463 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%.
2017193$4,433,263$497,478$5,349iApproximate average salary by contribution assumption: employee only about $133,731 at 4% or $89,154 at 6%; with 50% employer match about $89,154 at 4% or $59,436 at 6%; with 100% employer match about $66,865 at 4% or $44,577 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-93$4,433,263$497,478$5,349iApproximate average salary by contribution assumption: employee only about $133,731 at 4% or $89,154 at 6%; with 50% employer match about $89,154 at 4% or $59,436 at 6%; with 100% employer match about $66,865 at 4% or $44,577 at 6%.
2016190$3,638,440$549,510$6,106iApproximate average salary by contribution assumption: employee only about $152,642 at 4% or $101,761 at 6%; with 50% employer match about $101,761 at 4% or $67,841 at 6%; with 100% employer match about $76,321 at 4% or $50,881 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-90$3,638,440$549,510$6,106iApproximate average salary by contribution assumption: employee only about $152,642 at 4% or $101,761 at 6%; with 50% employer match about $101,761 at 4% or $67,841 at 6%; with 100% employer match about $76,321 at 4% or $50,881 at 6%.
2015198$3,560,655$611,457$6,239iApproximate average salary by contribution assumption: employee only about $155,984 at 4% or $103,989 at 6%; with 50% employer match about $103,989 at 4% or $69,326 at 6%; with 100% employer match about $77,992 at 4% or $51,995 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-98$3,560,655$611,457$6,239iApproximate average salary by contribution assumption: employee only about $155,984 at 4% or $103,989 at 6%; with 50% employer match about $103,989 at 4% or $69,326 at 6%; with 100% employer match about $77,992 at 4% or $51,995 at 6%.
2014177$3,394,543$599,216$7,782iApproximate average salary by contribution assumption: employee only about $194,551 at 4% or $129,700 at 6%; with 50% employer match about $129,700 at 4% or $86,467 at 6%; with 100% employer match about $97,275 at 4% or $64,850 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-77$3,394,543$599,216$7,782iApproximate average salary by contribution assumption: employee only about $194,551 at 4% or $129,700 at 6%; with 50% employer match about $129,700 at 4% or $86,467 at 6%; with 100% employer match about $97,275 at 4% or $64,850 at 6%.
2013286$3,023,522$577,426$6,714iApproximate average salary by contribution assumption: employee only about $167,856 at 4% or $111,904 at 6%; with 50% employer match about $111,904 at 4% or $74,603 at 6%; with 100% employer match about $83,928 at 4% or $55,952 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-56$3,023,522$577,426$10,311iApproximate average salary by contribution assumption: employee only about $257,779 at 4% or $171,853 at 6%; with 50% employer match about $171,853 at 4% or $114,569 at 6%; with 100% employer match about $128,890 at 4% or $85,926 at 6%.
D.W. MORGAN COMPANY EMPLOYEE BENEFIT PLAN-86---
2012153$2,199,957$504,872$9,526iApproximate average salary by contribution assumption: employee only about $238,147 at 4% or $158,765 at 6%; with 50% employer match about $158,765 at 4% or $105,843 at 6%; with 100% employer match about $119,074 at 4% or $79,382 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-53$2,199,957$504,872$9,526iApproximate average salary by contribution assumption: employee only about $238,147 at 4% or $158,765 at 6%; with 50% employer match about $158,765 at 4% or $105,843 at 6%; with 100% employer match about $119,074 at 4% or $79,382 at 6%.
2011151$1,806,785$387,744$7,603iApproximate average salary by contribution assumption: employee only about $190,071 at 4% or $126,714 at 6%; with 50% employer match about $126,714 at 4% or $84,476 at 6%; with 100% employer match about $95,035 at 4% or $63,357 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-51$1,806,785$387,744$7,603iApproximate average salary by contribution assumption: employee only about $190,071 at 4% or $126,714 at 6%; with 50% employer match about $126,714 at 4% or $84,476 at 6%; with 100% employer match about $95,035 at 4% or $63,357 at 6%.
2010142$1,549,121$384,781$9,161iApproximate average salary by contribution assumption: employee only about $229,036 at 4% or $152,691 at 6%; with 50% employer match about $152,691 at 4% or $101,794 at 6%; with 100% employer match about $114,518 at 4% or $76,345 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-42$1,549,121$384,781$9,161iApproximate average salary by contribution assumption: employee only about $229,036 at 4% or $152,691 at 6%; with 50% employer match about $152,691 at 4% or $101,794 at 6%; with 100% employer match about $114,518 at 4% or $76,345 at 6%.
2009166$1,008,854$305,462$4,628iApproximate average salary by contribution assumption: employee only about $115,705 at 4% or $77,137 at 6%; with 50% employer match about $77,137 at 4% or $51,425 at 6%; with 100% employer match about $57,853 at 4% or $38,568 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-66$1,008,854$305,462$4,628iApproximate average salary by contribution assumption: employee only about $115,705 at 4% or $77,137 at 6%; with 50% employer match about $77,137 at 4% or $51,425 at 6%; with 100% employer match about $57,853 at 4% or $38,568 at 6%.
2008158$693,068$273,440$4,714iApproximate average salary by contribution assumption: employee only about $117,862 at 4% or $78,575 at 6%; with 50% employer match about $78,575 at 4% or $52,383 at 6%; with 100% employer match about $58,931 at 4% or $39,287 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-58$693,068$273,440$4,714iApproximate average salary by contribution assumption: employee only about $117,862 at 4% or $78,575 at 6%; with 50% employer match about $78,575 at 4% or $52,383 at 6%; with 100% employer match about $58,931 at 4% or $39,287 at 6%.
2007144$702,738$201,670$4,583iApproximate average salary by contribution assumption: employee only about $114,585 at 4% or $76,390 at 6%; with 50% employer match about $76,390 at 4% or $50,927 at 6%; with 100% employer match about $57,293 at 4% or $38,195 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-44$702,738$201,670$4,583iApproximate average salary by contribution assumption: employee only about $114,585 at 4% or $76,390 at 6%; with 50% employer match about $76,390 at 4% or $50,927 at 6%; with 100% employer match about $57,293 at 4% or $38,195 at 6%.
2006138$550,759$169,827$4,469iApproximate average salary by contribution assumption: employee only about $111,728 at 4% or $74,486 at 6%; with 50% employer match about $74,486 at 4% or $49,657 at 6%; with 100% employer match about $55,864 at 4% or $37,243 at 6%.
Dw Morgan LLC 401(K) Profit Sharing & Trust-38$550,759$169,827$4,469iApproximate average salary by contribution assumption: employee only about $111,728 at 4% or $74,486 at 6%; with 50% employer match about $74,486 at 4% or $49,657 at 6%; with 100% employer match about $55,864 at 4% or $37,243 at 6%.