Derbyshire, Mack & Morgan Inc.
Plan context: Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan
EIN 23-0520540 • Aston, PA • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$3,061,122
2024 Contributions
$130,899
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $3,061,122 | $130,899 | $26,180iApproximate average salary by contribution assumption: employee only about $654,495 at 4% or $436,330 at 6%; with 50% employer match about $436,330 at 4% or $290,887 at 6%; with 100% employer match about $327,248 at 4% or $218,165 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $3,061,122 | $130,899 | $26,180iApproximate average salary by contribution assumption: employee only about $654,495 at 4% or $436,330 at 6%; with 50% employer match about $436,330 at 4% or $290,887 at 6%; with 100% employer match about $327,248 at 4% or $218,165 at 6%. |
| 2023 | 1 | 5 | $2,714,490 | $131,616 | $26,323iApproximate average salary by contribution assumption: employee only about $658,080 at 4% or $438,720 at 6%; with 50% employer match about $438,720 at 4% or $292,480 at 6%; with 100% employer match about $329,040 at 4% or $219,360 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $2,714,490 | $131,616 | $26,323iApproximate average salary by contribution assumption: employee only about $658,080 at 4% or $438,720 at 6%; with 50% employer match about $438,720 at 4% or $292,480 at 6%; with 100% employer match about $329,040 at 4% or $219,360 at 6%. |
| 2022 | 1 | 5 | $2,298,852 | $75,480 | $15,096iApproximate average salary by contribution assumption: employee only about $377,400 at 4% or $251,600 at 6%; with 50% employer match about $251,600 at 4% or $167,733 at 6%; with 100% employer match about $188,700 at 4% or $125,800 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $2,298,852 | $75,480 | $15,096iApproximate average salary by contribution assumption: employee only about $377,400 at 4% or $251,600 at 6%; with 50% employer match about $251,600 at 4% or $167,733 at 6%; with 100% employer match about $188,700 at 4% or $125,800 at 6%. |
| 2021 | 1 | 4 | $2,629,314 | $60,401 | $15,100iApproximate average salary by contribution assumption: employee only about $377,506 at 4% or $251,671 at 6%; with 50% employer match about $251,671 at 4% or $167,781 at 6%; with 100% employer match about $188,753 at 4% or $125,835 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $2,629,314 | $60,401 | $15,100iApproximate average salary by contribution assumption: employee only about $377,506 at 4% or $251,671 at 6%; with 50% employer match about $251,671 at 4% or $167,781 at 6%; with 100% employer match about $188,753 at 4% or $125,835 at 6%. |
| 2020 | 1 | 4 | $2,417,882 | $803,939 | $200,985iApproximate average salary by contribution assumption: employee only about $5,024,619 at 4% or $3,349,746 at 6%; with 50% employer match about $3,349,746 at 4% or $2,233,164 at 6%; with 100% employer match about $2,512,309 at 4% or $1,674,873 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $2,417,882 | $803,939 | $200,985iApproximate average salary by contribution assumption: employee only about $5,024,619 at 4% or $3,349,746 at 6%; with 50% employer match about $3,349,746 at 4% or $2,233,164 at 6%; with 100% employer match about $2,512,309 at 4% or $1,674,873 at 6%. |
| 2019 | 1 | 5 | $1,920,170 | $53,165 | $10,633iApproximate average salary by contribution assumption: employee only about $265,825 at 4% or $177,217 at 6%; with 50% employer match about $177,217 at 4% or $118,144 at 6%; with 100% employer match about $132,913 at 4% or $88,608 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $1,920,170 | $53,165 | $10,633iApproximate average salary by contribution assumption: employee only about $265,825 at 4% or $177,217 at 6%; with 50% employer match about $177,217 at 4% or $118,144 at 6%; with 100% employer match about $132,913 at 4% or $88,608 at 6%. |
| 2018 | 1 | 5 | $3,144,972 | $52,204 | $10,441iApproximate average salary by contribution assumption: employee only about $261,020 at 4% or $174,013 at 6%; with 50% employer match about $174,013 at 4% or $116,009 at 6%; with 100% employer match about $130,510 at 4% or $87,007 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $3,144,972 | $52,204 | $10,441iApproximate average salary by contribution assumption: employee only about $261,020 at 4% or $174,013 at 6%; with 50% employer match about $174,013 at 4% or $116,009 at 6%; with 100% employer match about $130,510 at 4% or $87,007 at 6%. |
| 2017 | 1 | 5 | $3,282,684 | $52,848 | $10,570iApproximate average salary by contribution assumption: employee only about $264,240 at 4% or $176,160 at 6%; with 50% employer match about $176,160 at 4% or $117,440 at 6%; with 100% employer match about $132,120 at 4% or $88,080 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $3,282,684 | $52,848 | $10,570iApproximate average salary by contribution assumption: employee only about $264,240 at 4% or $176,160 at 6%; with 50% employer match about $176,160 at 4% or $117,440 at 6%; with 100% employer match about $132,120 at 4% or $88,080 at 6%. |
| 2016 | 1 | 5 | $2,803,753 | $42,066 | $8,413iApproximate average salary by contribution assumption: employee only about $210,330 at 4% or $140,220 at 6%; with 50% employer match about $140,220 at 4% or $93,480 at 6%; with 100% employer match about $105,165 at 4% or $70,110 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $2,803,753 | $42,066 | $8,413iApproximate average salary by contribution assumption: employee only about $210,330 at 4% or $140,220 at 6%; with 50% employer match about $140,220 at 4% or $93,480 at 6%; with 100% employer match about $105,165 at 4% or $70,110 at 6%. |
| 2015 | 1 | 4 | $2,734,412 | $53,438 | $13,360iApproximate average salary by contribution assumption: employee only about $333,988 at 4% or $222,658 at 6%; with 50% employer match about $222,658 at 4% or $148,439 at 6%; with 100% employer match about $166,994 at 4% or $111,329 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $2,734,412 | $53,438 | $13,360iApproximate average salary by contribution assumption: employee only about $333,988 at 4% or $222,658 at 6%; with 50% employer match about $222,658 at 4% or $148,439 at 6%; with 100% employer match about $166,994 at 4% or $111,329 at 6%. |
| 2014 | 1 | 4 | $2,662,524 | $73,596 | $18,399iApproximate average salary by contribution assumption: employee only about $459,975 at 4% or $306,650 at 6%; with 50% employer match about $306,650 at 4% or $204,433 at 6%; with 100% employer match about $229,988 at 4% or $153,325 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $2,662,524 | $73,596 | $18,399iApproximate average salary by contribution assumption: employee only about $459,975 at 4% or $306,650 at 6%; with 50% employer match about $306,650 at 4% or $204,433 at 6%; with 100% employer match about $229,988 at 4% or $153,325 at 6%. |
| 2013 | 1 | 4 | $2,438,698 | $74,421 | $18,605iApproximate average salary by contribution assumption: employee only about $465,131 at 4% or $310,088 at 6%; with 50% employer match about $310,088 at 4% or $206,725 at 6%; with 100% employer match about $232,566 at 4% or $155,044 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $2,438,698 | $74,421 | $18,605iApproximate average salary by contribution assumption: employee only about $465,131 at 4% or $310,088 at 6%; with 50% employer match about $310,088 at 4% or $206,725 at 6%; with 100% employer match about $232,566 at 4% or $155,044 at 6%. |
| 2012 | 1 | 4 | $1,863,893 | $71,872 | $17,968iApproximate average salary by contribution assumption: employee only about $449,200 at 4% or $299,467 at 6%; with 50% employer match about $299,467 at 4% or $199,644 at 6%; with 100% employer match about $224,600 at 4% or $149,733 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $1,863,893 | $71,872 | $17,968iApproximate average salary by contribution assumption: employee only about $449,200 at 4% or $299,467 at 6%; with 50% employer match about $299,467 at 4% or $199,644 at 6%; with 100% employer match about $224,600 at 4% or $149,733 at 6%. |
| 2011 | 1 | 4 | $1,562,566 | $65,607 | $16,402iApproximate average salary by contribution assumption: employee only about $410,044 at 4% or $273,363 at 6%; with 50% employer match about $273,363 at 4% or $182,242 at 6%; with 100% employer match about $205,022 at 4% or $136,681 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $1,562,566 | $65,607 | $16,402iApproximate average salary by contribution assumption: employee only about $410,044 at 4% or $273,363 at 6%; with 50% employer match about $273,363 at 4% or $182,242 at 6%; with 100% employer match about $205,022 at 4% or $136,681 at 6%. |
| 2010 | 1 | 4 | $1,568,070 | $64,902 | $16,226iApproximate average salary by contribution assumption: employee only about $405,638 at 4% or $270,425 at 6%; with 50% employer match about $270,425 at 4% or $180,283 at 6%; with 100% employer match about $202,819 at 4% or $135,213 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $1,568,070 | $64,902 | $16,226iApproximate average salary by contribution assumption: employee only about $405,638 at 4% or $270,425 at 6%; with 50% employer match about $270,425 at 4% or $180,283 at 6%; with 100% employer match about $202,819 at 4% or $135,213 at 6%. |
| 2009 | 1 | 4 | $1,294,222 | $65,849 | $16,462iApproximate average salary by contribution assumption: employee only about $411,556 at 4% or $274,371 at 6%; with 50% employer match about $274,371 at 4% or $182,914 at 6%; with 100% employer match about $205,778 at 4% or $137,185 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $1,294,222 | $65,849 | $16,462iApproximate average salary by contribution assumption: employee only about $411,556 at 4% or $274,371 at 6%; with 50% employer match about $274,371 at 4% or $182,914 at 6%; with 100% employer match about $205,778 at 4% or $137,185 at 6%. |
| 2008 | 1 | 4 | $890,989 | $78,840 | $19,710iApproximate average salary by contribution assumption: employee only about $492,750 at 4% or $328,500 at 6%; with 50% employer match about $328,500 at 4% or $219,000 at 6%; with 100% employer match about $246,375 at 4% or $164,250 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $890,989 | $78,840 | $19,710iApproximate average salary by contribution assumption: employee only about $492,750 at 4% or $328,500 at 6%; with 50% employer match about $328,500 at 4% or $219,000 at 6%; with 100% employer match about $246,375 at 4% or $164,250 at 6%. |
| 2007 | 1 | 4 | $1,331,437 | $70,114 | $17,529iApproximate average salary by contribution assumption: employee only about $438,213 at 4% or $292,142 at 6%; with 50% employer match about $292,142 at 4% or $194,761 at 6%; with 100% employer match about $219,106 at 4% or $146,071 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $1,331,437 | $70,114 | $17,529iApproximate average salary by contribution assumption: employee only about $438,213 at 4% or $292,142 at 6%; with 50% employer match about $292,142 at 4% or $194,761 at 6%; with 100% employer match about $219,106 at 4% or $146,071 at 6%. |
| 2006 | 1 | 4 | $1,146,255 | $75,866 | $18,967iApproximate average salary by contribution assumption: employee only about $474,163 at 4% or $316,108 at 6%; with 50% employer match about $316,108 at 4% or $210,739 at 6%; with 100% employer match about $237,081 at 4% or $158,054 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $1,146,255 | $75,866 | $18,967iApproximate average salary by contribution assumption: employee only about $474,163 at 4% or $316,108 at 6%; with 50% employer match about $316,108 at 4% or $210,739 at 6%; with 100% employer match about $237,081 at 4% or $158,054 at 6%. |
| 2005 | 1 | 4 | $959,278 | $63,652 | $15,913iApproximate average salary by contribution assumption: employee only about $397,825 at 4% or $265,217 at 6%; with 50% employer match about $265,217 at 4% or $176,811 at 6%; with 100% employer match about $198,913 at 4% or $132,608 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $959,278 | $63,652 | $15,913iApproximate average salary by contribution assumption: employee only about $397,825 at 4% or $265,217 at 6%; with 50% employer match about $265,217 at 4% or $176,811 at 6%; with 100% employer match about $198,913 at 4% or $132,608 at 6%. |
| 2004 | 1 | 4 | $830,360 | $54,081 | $13,520iApproximate average salary by contribution assumption: employee only about $338,006 at 4% or $225,338 at 6%; with 50% employer match about $225,338 at 4% or $150,225 at 6%; with 100% employer match about $169,003 at 4% or $112,669 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $830,360 | $54,081 | $13,520iApproximate average salary by contribution assumption: employee only about $338,006 at 4% or $225,338 at 6%; with 50% employer match about $225,338 at 4% or $150,225 at 6%; with 100% employer match about $169,003 at 4% or $112,669 at 6%. |
| 2003 | 1 | 4 | $719,458 | $52,290 | $13,073iApproximate average salary by contribution assumption: employee only about $326,813 at 4% or $217,875 at 6%; with 50% employer match about $217,875 at 4% or $145,250 at 6%; with 100% employer match about $163,406 at 4% or $108,938 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $719,458 | $52,290 | $13,073iApproximate average salary by contribution assumption: employee only about $326,813 at 4% or $217,875 at 6%; with 50% employer match about $217,875 at 4% or $145,250 at 6%; with 100% employer match about $163,406 at 4% or $108,938 at 6%. |
| 2002 | 1 | 5 | $528,959 | $48,252 | $9,650iApproximate average salary by contribution assumption: employee only about $241,260 at 4% or $160,840 at 6%; with 50% employer match about $160,840 at 4% or $107,227 at 6%; with 100% employer match about $120,630 at 4% or $80,420 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 5 | $528,959 | $48,252 | $9,650iApproximate average salary by contribution assumption: employee only about $241,260 at 4% or $160,840 at 6%; with 50% employer match about $160,840 at 4% or $107,227 at 6%; with 100% employer match about $120,630 at 4% or $80,420 at 6%. |
| 2001 | 1 | 4 | $588,034 | $41,470 | $10,368iApproximate average salary by contribution assumption: employee only about $259,188 at 4% or $172,792 at 6%; with 50% employer match about $172,792 at 4% or $115,194 at 6%; with 100% employer match about $129,594 at 4% or $86,396 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $588,034 | $41,470 | $10,368iApproximate average salary by contribution assumption: employee only about $259,188 at 4% or $172,792 at 6%; with 50% employer match about $172,792 at 4% or $115,194 at 6%; with 100% employer match about $129,594 at 4% or $86,396 at 6%. |
| 1999 | 1 | 4 | $641,581 | $44,115 | $11,029iApproximate average salary by contribution assumption: employee only about $275,719 at 4% or $183,813 at 6%; with 50% employer match about $183,813 at 4% or $122,542 at 6%; with 100% employer match about $137,859 at 4% or $91,906 at 6%. |
| Derbyshire, Mack & Morgan Inc. 401(K) Profit Sharing Plan | - | 4 | $641,581 | $44,115 | $11,029iApproximate average salary by contribution assumption: employee only about $275,719 at 4% or $183,813 at 6%; with 50% employer match about $183,813 at 4% or $122,542 at 6%; with 100% employer match about $137,859 at 4% or $91,906 at 6%. |