Civic Intelligence

Morris & Morris, Partners

Plan context: Morris & Morris, Partners 401(K) Plan

EIN 26-0091405 • Rochester, NY • 19 filings • 2 plans

120 Corporate Woods Ste 240Rochester, NY 14623
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,043,401

2024 Contributions

$167,696

Historical Graphs

Total Assets Over Time

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

$5,043,401$2,521,701$0200620152024YearValue
$5,043,401Latest year 2024

Participants Over Time

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

630200620152024YearValue
6Latest year 2024

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
202416$5,043,401$167,696$27,949iApproximate average salary by contribution assumption: employee only about $698,733 at 4% or $465,822 at 6%; with 50% employer match about $465,822 at 4% or $310,548 at 6%; with 100% employer match about $349,367 at 4% or $232,911 at 6%.
Morris & Morris, Partners 401(K) Plan-6$5,043,401$167,696$27,949iApproximate average salary by contribution assumption: employee only about $698,733 at 4% or $465,822 at 6%; with 50% employer match about $465,822 at 4% or $310,548 at 6%; with 100% employer match about $349,367 at 4% or $232,911 at 6%.
202316$4,511,948$160,290$26,715iApproximate average salary by contribution assumption: employee only about $667,875 at 4% or $445,250 at 6%; with 50% employer match about $445,250 at 4% or $296,833 at 6%; with 100% employer match about $333,938 at 4% or $222,625 at 6%.
Morris & Morris, Partners 401(K) Plan-6$4,511,948$160,290$26,715iApproximate average salary by contribution assumption: employee only about $667,875 at 4% or $445,250 at 6%; with 50% employer match about $445,250 at 4% or $296,833 at 6%; with 100% employer match about $333,938 at 4% or $222,625 at 6%.
202216$3,977,700$146,041$24,340iApproximate average salary by contribution assumption: employee only about $608,504 at 4% or $405,669 at 6%; with 50% employer match about $405,669 at 4% or $270,446 at 6%; with 100% employer match about $304,252 at 4% or $202,835 at 6%.
Morris & Morris, Partners 401(K) Plan-6$3,977,700$146,041$24,340iApproximate average salary by contribution assumption: employee only about $608,504 at 4% or $405,669 at 6%; with 50% employer match about $405,669 at 4% or $270,446 at 6%; with 100% employer match about $304,252 at 4% or $202,835 at 6%.
202116$4,532,581$139,865$23,311iApproximate average salary by contribution assumption: employee only about $582,771 at 4% or $388,514 at 6%; with 50% employer match about $388,514 at 4% or $259,009 at 6%; with 100% employer match about $291,385 at 4% or $194,257 at 6%.
Morris & Morris, Partners 401(K) Plan-6$4,532,581$139,865$23,311iApproximate average salary by contribution assumption: employee only about $582,771 at 4% or $388,514 at 6%; with 50% employer match about $388,514 at 4% or $259,009 at 6%; with 100% employer match about $291,385 at 4% or $194,257 at 6%.
202015$4,060,753$138,560$27,712iApproximate average salary by contribution assumption: employee only about $692,800 at 4% or $461,867 at 6%; with 50% employer match about $461,867 at 4% or $307,911 at 6%; with 100% employer match about $346,400 at 4% or $230,933 at 6%.
Morris & Morris, Partners 401(K) Plan-5$4,060,753$138,560$27,712iApproximate average salary by contribution assumption: employee only about $692,800 at 4% or $461,867 at 6%; with 50% employer match about $461,867 at 4% or $307,911 at 6%; with 100% employer match about $346,400 at 4% or $230,933 at 6%.
201914$3,548,591$126,970$31,743iApproximate average salary by contribution assumption: employee only about $793,563 at 4% or $529,042 at 6%; with 50% employer match about $529,042 at 4% or $352,694 at 6%; with 100% employer match about $396,781 at 4% or $264,521 at 6%.
Morris & Morris, Partners 401(K) Plan-4$3,548,591$126,970$31,743iApproximate average salary by contribution assumption: employee only about $793,563 at 4% or $529,042 at 6%; with 50% employer match about $529,042 at 4% or $352,694 at 6%; with 100% employer match about $396,781 at 4% or $264,521 at 6%.
201815$3,002,329$123,930$24,786iApproximate average salary by contribution assumption: employee only about $619,650 at 4% or $413,100 at 6%; with 50% employer match about $413,100 at 4% or $275,400 at 6%; with 100% employer match about $309,825 at 4% or $206,550 at 6%.
Morris & Morris, Partners 401(K) Plan-5$3,002,329$123,930$24,786iApproximate average salary by contribution assumption: employee only about $619,650 at 4% or $413,100 at 6%; with 50% employer match about $413,100 at 4% or $275,400 at 6%; with 100% employer match about $309,825 at 4% or $206,550 at 6%.
201714$3,128,239$116,262$29,066iApproximate average salary by contribution assumption: employee only about $726,638 at 4% or $484,425 at 6%; with 50% employer match about $484,425 at 4% or $322,950 at 6%; with 100% employer match about $363,319 at 4% or $242,213 at 6%.
Morris & Morris, Partners 401(K) Plan-4$3,128,239$116,262$29,066iApproximate average salary by contribution assumption: employee only about $726,638 at 4% or $484,425 at 6%; with 50% employer match about $484,425 at 4% or $322,950 at 6%; with 100% employer match about $363,319 at 4% or $242,213 at 6%.
201614$2,768,651$118,447$29,612iApproximate average salary by contribution assumption: employee only about $740,294 at 4% or $493,529 at 6%; with 50% employer match about $493,529 at 4% or $329,019 at 6%; with 100% employer match about $370,147 at 4% or $246,765 at 6%.
Morris & Morris, Partners 401(K) Plan-4$2,768,651$118,447$29,612iApproximate average salary by contribution assumption: employee only about $740,294 at 4% or $493,529 at 6%; with 50% employer match about $493,529 at 4% or $329,019 at 6%; with 100% employer match about $370,147 at 4% or $246,765 at 6%.
201514$2,564,235$94,859$23,715iApproximate average salary by contribution assumption: employee only about $592,869 at 4% or $395,246 at 6%; with 50% employer match about $395,246 at 4% or $263,497 at 6%; with 100% employer match about $296,434 at 4% or $197,623 at 6%.
Morris & Morris, Partners 401(K) Plan-4$2,564,235$94,859$23,715iApproximate average salary by contribution assumption: employee only about $592,869 at 4% or $395,246 at 6%; with 50% employer match about $395,246 at 4% or $263,497 at 6%; with 100% employer match about $296,434 at 4% or $197,623 at 6%.
201413$2,559,024$114,557$38,186iApproximate average salary by contribution assumption: employee only about $954,642 at 4% or $636,428 at 6%; with 50% employer match about $636,428 at 4% or $424,285 at 6%; with 100% employer match about $477,321 at 4% or $318,214 at 6%.
Morris & Morris, Partners 401(K) Plan-3$2,559,024$114,557$38,186iApproximate average salary by contribution assumption: employee only about $954,642 at 4% or $636,428 at 6%; with 50% employer match about $636,428 at 4% or $424,285 at 6%; with 100% employer match about $477,321 at 4% or $318,214 at 6%.
201314$2,389,289$76,882$19,221iApproximate average salary by contribution assumption: employee only about $480,513 at 4% or $320,342 at 6%; with 50% employer match about $320,342 at 4% or $213,561 at 6%; with 100% employer match about $240,256 at 4% or $160,171 at 6%.
Morris & Morris, Partners 401(K) Plan-4$2,389,289$76,882$19,221iApproximate average salary by contribution assumption: employee only about $480,513 at 4% or $320,342 at 6%; with 50% employer match about $320,342 at 4% or $213,561 at 6%; with 100% employer match about $240,256 at 4% or $160,171 at 6%.
201214$2,227,314$77,209$19,302iApproximate average salary by contribution assumption: employee only about $482,556 at 4% or $321,704 at 6%; with 50% employer match about $321,704 at 4% or $214,469 at 6%; with 100% employer match about $241,278 at 4% or $160,852 at 6%.
Morris & Morris, Partners 401(K) Plan-4$2,227,314$77,209$19,302iApproximate average salary by contribution assumption: employee only about $482,556 at 4% or $321,704 at 6%; with 50% employer match about $321,704 at 4% or $214,469 at 6%; with 100% employer match about $241,278 at 4% or $160,852 at 6%.
201114$1,969,373$77,951$19,488iApproximate average salary by contribution assumption: employee only about $487,194 at 4% or $324,796 at 6%; with 50% employer match about $324,796 at 4% or $216,531 at 6%; with 100% employer match about $243,597 at 4% or $162,398 at 6%.
Morris & Morris, Partners 401(K) Plan-4$1,969,373$77,951$19,488iApproximate average salary by contribution assumption: employee only about $487,194 at 4% or $324,796 at 6%; with 50% employer match about $324,796 at 4% or $216,531 at 6%; with 100% employer match about $243,597 at 4% or $162,398 at 6%.
201014$1,893,955$76,710$19,178iApproximate average salary by contribution assumption: employee only about $479,438 at 4% or $319,625 at 6%; with 50% employer match about $319,625 at 4% or $213,083 at 6%; with 100% employer match about $239,719 at 4% or $159,813 at 6%.
Morris & Morris, Partners 401(K) Plan-4$1,893,955$76,710$19,178iApproximate average salary by contribution assumption: employee only about $479,438 at 4% or $319,625 at 6%; with 50% employer match about $319,625 at 4% or $213,083 at 6%; with 100% employer match about $239,719 at 4% or $159,813 at 6%.
200913$1,630,993$101,212$33,737iApproximate average salary by contribution assumption: employee only about $843,433 at 4% or $562,289 at 6%; with 50% employer match about $562,289 at 4% or $374,859 at 6%; with 100% employer match about $421,717 at 4% or $281,144 at 6%.
Morris & Morris, Partners 401(K) Plan-3$1,630,993$101,212$33,737iApproximate average salary by contribution assumption: employee only about $843,433 at 4% or $562,289 at 6%; with 50% employer match about $562,289 at 4% or $374,859 at 6%; with 100% employer match about $421,717 at 4% or $281,144 at 6%.
200813$1,211,316$85,554$28,518iApproximate average salary by contribution assumption: employee only about $712,950 at 4% or $475,300 at 6%; with 50% employer match about $475,300 at 4% or $316,867 at 6%; with 100% employer match about $356,475 at 4% or $237,650 at 6%.
Morris & Morris, Partners 401(K) Plan-3$1,211,316$85,554$28,518iApproximate average salary by contribution assumption: employee only about $712,950 at 4% or $475,300 at 6%; with 50% employer match about $475,300 at 4% or $316,867 at 6%; with 100% employer match about $356,475 at 4% or $237,650 at 6%.
200712$1,549,636$65,241$32,621iApproximate average salary by contribution assumption: employee only about $815,513 at 4% or $543,675 at 6%; with 50% employer match about $543,675 at 4% or $362,450 at 6%; with 100% employer match about $407,756 at 4% or $271,838 at 6%.
Morris & Morris, Partners 401(K) Plan-2$1,549,636$65,241$32,621iApproximate average salary by contribution assumption: employee only about $815,513 at 4% or $543,675 at 6%; with 50% employer match about $543,675 at 4% or $362,450 at 6%; with 100% employer match about $407,756 at 4% or $271,838 at 6%.
200612$1,337,129$1,219,893$609,947iApproximate average salary by contribution assumption: employee only about $15,248,663 at 4% or $10,165,775 at 6%; with 50% employer match about $10,165,775 at 4% or $6,777,183 at 6%; with 100% employer match about $7,624,331 at 4% or $5,082,888 at 6%.
Morris & Morris, Partners 401(K) Plan-2$1,337,129$1,219,893$609,947iApproximate average salary by contribution assumption: employee only about $15,248,663 at 4% or $10,165,775 at 6%; with 50% employer match about $10,165,775 at 4% or $6,777,183 at 6%; with 100% employer match about $7,624,331 at 4% or $5,082,888 at 6%.