Civic Intelligence

Bernard C. Morrissey Insurance,

Plan context: Bernard C. Morrissey Insurance Inc. 401(K) Plan

EIN 23-2179151 • Ephrata, PA • 26 filings • 4 plans

890 N Reading RdEphrata, PA 17522
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,974,399

2025 Contributions

$148,455

Historical Graphs

Total Assets Over Time

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

$2,974,399$1,487,200$0199920152025YearValue
$2,974,399Latest year 2025

Participants Over Time

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

1680199920132025YearValue
14Latest 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
2025114$2,974,399$148,455$10,604iApproximate average salary by contribution assumption: employee only about $265,098 at 4% or $176,732 at 6%; with 50% employer match about $176,732 at 4% or $117,821 at 6%; with 100% employer match about $132,549 at 4% or $88,366 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-14$2,974,399$148,455$10,604iApproximate average salary by contribution assumption: employee only about $265,098 at 4% or $176,732 at 6%; with 50% employer match about $176,732 at 4% or $117,821 at 6%; with 100% employer match about $132,549 at 4% or $88,366 at 6%.
2024116$2,467,068$136,736$8,546iApproximate average salary by contribution assumption: employee only about $213,650 at 4% or $142,433 at 6%; with 50% employer match about $142,433 at 4% or $94,956 at 6%; with 100% employer match about $106,825 at 4% or $71,217 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-16$2,467,068$136,736$8,546iApproximate average salary by contribution assumption: employee only about $213,650 at 4% or $142,433 at 6%; with 50% employer match about $142,433 at 4% or $94,956 at 6%; with 100% employer match about $106,825 at 4% or $71,217 at 6%.
2023115$2,090,764$140,630$9,375iApproximate average salary by contribution assumption: employee only about $234,383 at 4% or $156,256 at 6%; with 50% employer match about $156,256 at 4% or $104,170 at 6%; with 100% employer match about $117,192 at 4% or $78,128 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-15$2,090,764$140,630$9,375iApproximate average salary by contribution assumption: employee only about $234,383 at 4% or $156,256 at 6%; with 50% employer match about $156,256 at 4% or $104,170 at 6%; with 100% employer match about $117,192 at 4% or $78,128 at 6%.
2022114$1,733,105$151,971$10,855iApproximate average salary by contribution assumption: employee only about $271,377 at 4% or $180,918 at 6%; with 50% employer match about $180,918 at 4% or $120,612 at 6%; with 100% employer match about $135,688 at 4% or $90,459 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-14$1,733,105$151,971$10,855iApproximate average salary by contribution assumption: employee only about $271,377 at 4% or $180,918 at 6%; with 50% employer match about $180,918 at 4% or $120,612 at 6%; with 100% employer match about $135,688 at 4% or $90,459 at 6%.
2021113$1,901,341$113,520$8,732iApproximate average salary by contribution assumption: employee only about $218,308 at 4% or $145,538 at 6%; with 50% employer match about $145,538 at 4% or $97,026 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-13$1,901,341$113,520$8,732iApproximate average salary by contribution assumption: employee only about $218,308 at 4% or $145,538 at 6%; with 50% employer match about $145,538 at 4% or $97,026 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%.
2020114$1,701,685$98,765$7,055iApproximate average salary by contribution assumption: employee only about $176,366 at 4% or $117,577 at 6%; with 50% employer match about $117,577 at 4% or $78,385 at 6%; with 100% employer match about $88,183 at 4% or $58,789 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-14$1,701,685$98,765$7,055iApproximate average salary by contribution assumption: employee only about $176,366 at 4% or $117,577 at 6%; with 50% employer match about $117,577 at 4% or $78,385 at 6%; with 100% employer match about $88,183 at 4% or $58,789 at 6%.
2019115$1,556,246$94,247$6,283iApproximate average salary by contribution assumption: employee only about $157,078 at 4% or $104,719 at 6%; with 50% employer match about $104,719 at 4% or $69,813 at 6%; with 100% employer match about $78,539 at 4% or $52,359 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-15$1,556,246$94,247$6,283iApproximate average salary by contribution assumption: employee only about $157,078 at 4% or $104,719 at 6%; with 50% employer match about $104,719 at 4% or $69,813 at 6%; with 100% employer match about $78,539 at 4% or $52,359 at 6%.
2018115$1,471,690$102,355$6,824iApproximate average salary by contribution assumption: employee only about $170,592 at 4% or $113,728 at 6%; with 50% employer match about $113,728 at 4% or $75,819 at 6%; with 100% employer match about $85,296 at 4% or $56,864 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-15$1,471,690$102,355$6,824iApproximate average salary by contribution assumption: employee only about $170,592 at 4% or $113,728 at 6%; with 50% employer match about $113,728 at 4% or $75,819 at 6%; with 100% employer match about $85,296 at 4% or $56,864 at 6%.
2017114$1,473,176$86,742$6,196iApproximate average salary by contribution assumption: employee only about $154,896 at 4% or $103,264 at 6%; with 50% employer match about $103,264 at 4% or $68,843 at 6%; with 100% employer match about $77,448 at 4% or $51,632 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-14$1,473,176$86,742$6,196iApproximate average salary by contribution assumption: employee only about $154,896 at 4% or $103,264 at 6%; with 50% employer match about $103,264 at 4% or $68,843 at 6%; with 100% employer match about $77,448 at 4% or $51,632 at 6%.
2016113$1,196,239$83,277$6,406iApproximate average salary by contribution assumption: employee only about $160,148 at 4% or $106,765 at 6%; with 50% employer match about $106,765 at 4% or $71,177 at 6%; with 100% employer match about $80,074 at 4% or $53,383 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-13$1,196,239$83,277$6,406iApproximate average salary by contribution assumption: employee only about $160,148 at 4% or $106,765 at 6%; with 50% employer match about $106,765 at 4% or $71,177 at 6%; with 100% employer match about $80,074 at 4% or $53,383 at 6%.
2015115$1,055,728$85,992$5,733iApproximate average salary by contribution assumption: employee only about $143,320 at 4% or $95,547 at 6%; with 50% employer match about $95,547 at 4% or $63,698 at 6%; with 100% employer match about $71,660 at 4% or $47,773 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-15$1,055,728$85,992$5,733iApproximate average salary by contribution assumption: employee only about $143,320 at 4% or $95,547 at 6%; with 50% employer match about $95,547 at 4% or $63,698 at 6%; with 100% employer match about $71,660 at 4% or $47,773 at 6%.
2014116$1,067,104$104,649$6,541iApproximate average salary by contribution assumption: employee only about $163,514 at 4% or $109,009 at 6%; with 50% employer match about $109,009 at 4% or $72,673 at 6%; with 100% employer match about $81,757 at 4% or $54,505 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-16$1,067,104$104,649$6,541iApproximate average salary by contribution assumption: employee only about $163,514 at 4% or $109,009 at 6%; with 50% employer match about $109,009 at 4% or $72,673 at 6%; with 100% employer match about $81,757 at 4% or $54,505 at 6%.
2013115$945,983$72,934$4,862iApproximate average salary by contribution assumption: employee only about $121,557 at 4% or $81,038 at 6%; with 50% employer match about $81,038 at 4% or $54,025 at 6%; with 100% employer match about $60,778 at 4% or $40,519 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-15$945,983$72,934$4,862iApproximate average salary by contribution assumption: employee only about $121,557 at 4% or $81,038 at 6%; with 50% employer match about $81,038 at 4% or $54,025 at 6%; with 100% employer match about $60,778 at 4% or $40,519 at 6%.
2012113$804,796$260,125$20,010iApproximate average salary by contribution assumption: employee only about $500,240 at 4% or $333,494 at 6%; with 50% employer match about $333,494 at 4% or $222,329 at 6%; with 100% employer match about $250,120 at 4% or $166,747 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-13$804,796$260,125$20,010iApproximate average salary by contribution assumption: employee only about $500,240 at 4% or $333,494 at 6%; with 50% employer match about $333,494 at 4% or $222,329 at 6%; with 100% employer match about $250,120 at 4% or $166,747 at 6%.
2011113$517,956$90,582$6,968iApproximate average salary by contribution assumption: employee only about $174,196 at 4% or $116,131 at 6%; with 50% employer match about $116,131 at 4% or $77,421 at 6%; with 100% employer match about $87,098 at 4% or $58,065 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-13$517,956$90,582$6,968iApproximate average salary by contribution assumption: employee only about $174,196 at 4% or $116,131 at 6%; with 50% employer match about $116,131 at 4% or $77,421 at 6%; with 100% employer match about $87,098 at 4% or $58,065 at 6%.
2010113$477,401$40,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-13$477,401$40,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
2009112$469,922$0-
Bernard C. Morrissey Insurance Inc. 401(K) Plan-12$469,922--
2008112$0$0-
Bernard C. Morrissey Insurance Inc. 401(K) Plan-12---
2007111$0$0-
Bernard C. Morrissey Insurance Inc. 401(K) Plan-11---
2006111$728,725$40,000$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,455 at 4% or $30,303 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-11$728,725$40,000$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,455 at 4% or $30,303 at 6%.
2005112$0$0-
Bernard C. Morrissey Insurance Inc. 401(K) Plan-12---
200419$582,691$40,000$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-9$582,691$40,000$4,444iApproximate average salary by contribution assumption: employee only about $111,111 at 4% or $74,074 at 6%; with 50% employer match about $74,074 at 4% or $49,383 at 6%; with 100% employer match about $55,556 at 4% or $37,037 at 6%.
200319$0$0-
Bernard C. Morrissey Insurance Inc. 401(K) Plan-9---
2002110$398,440$10,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-10$398,440$10,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
200019$0$0-
Bernard C. Morrissey Insurance Inc. 401(K) Plan-9---
199919$482,598$33,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
Bernard C. Morrissey Insurance Inc. 401(K) Plan-9$482,598$33,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.