The Morgan Group Inc.
Plan context: The Morgan Group Inc. 401K Profit Sharing Plan and Trust
EIN 22-2902315 • 4 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
45
2003 Assets
$1,047,788
2003 Contributions
$131,017
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| The Morgan Group Inc. 401K Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 45 | $1,047,788 | $131,017 | $2,911iApproximate average salary by contribution assumption: employee only about $72,787 at 4% or $48,525 at 6%; with 50% employer match about $48,525 at 4% or $32,350 at 6%; with 100% employer match about $36,394 at 4% or $24,262 at 6%. |
| The Morgan Group Inc. 401K Profit Sharing Plan and Trust | - | 45 | $1,047,788 | $131,017 | $2,911iApproximate average salary by contribution assumption: employee only about $72,787 at 4% or $48,525 at 6%; with 50% employer match about $48,525 at 4% or $32,350 at 6%; with 100% employer match about $36,394 at 4% or $24,262 at 6%. |
| 2001 | 1 | 290 | $1,854,232 | $206,238 | $711iApproximate average salary by contribution assumption: employee only about $17,779 at 4% or $11,853 at 6%; with 50% employer match about $11,853 at 4% or $7,902 at 6%; with 100% employer match about $8,890 at 4% or $5,926 at 6%. |
| The Morgan Group Inc. 401K Profit Sharing Plan and Trust | - | 290 | $1,854,232 | $206,238 | $711iApproximate average salary by contribution assumption: employee only about $17,779 at 4% or $11,853 at 6%; with 50% employer match about $11,853 at 4% or $7,902 at 6%; with 100% employer match about $8,890 at 4% or $5,926 at 6%. |
| 2000 | 1 | 358 | $2,240,077 | $261,237 | $730iApproximate average salary by contribution assumption: employee only about $18,243 at 4% or $12,162 at 6%; with 50% employer match about $12,162 at 4% or $8,108 at 6%; with 100% employer match about $9,121 at 4% or $6,081 at 6%. |
| The Morgan Group Inc. 401K Profit Sharing Plan and Trust | - | 358 | $2,240,077 | $261,237 | $730iApproximate average salary by contribution assumption: employee only about $18,243 at 4% or $12,162 at 6%; with 50% employer match about $12,162 at 4% or $8,108 at 6%; with 100% employer match about $9,121 at 4% or $6,081 at 6%. |