Current Snapshot
Latest Year
2020
2020 Participants
815
2020 Assets
$14,918,980
2020 Contributions
$700,445
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $700,445 | - |
| Morgans Group LLC 401(K) Plan | - | 0 | - | $700,445 | - |
| 2017 | 1 | 815 | $14,918,980 | $2,626,460 | $3,223iApproximate average salary by contribution assumption: employee only about $80,566 at 4% or $53,711 at 6%; with 50% employer match about $53,711 at 4% or $35,807 at 6%; with 100% employer match about $40,283 at 4% or $26,855 at 6%. |
| Morgans Group LLC 401(K) Plan | - | 815 | $14,918,980 | $2,626,460 | $3,223iApproximate average salary by contribution assumption: employee only about $80,566 at 4% or $53,711 at 6%; with 50% employer match about $53,711 at 4% or $35,807 at 6%; with 100% employer match about $40,283 at 4% or $26,855 at 6%. |
| 2016 | 1 | 925 | $12,801,070 | $2,286,740 | $2,472iApproximate average salary by contribution assumption: employee only about $61,804 at 4% or $41,203 at 6%; with 50% employer match about $41,203 at 4% or $27,468 at 6%; with 100% employer match about $30,902 at 4% or $20,601 at 6%. |
| Morgans Group LLC 401(K) Plan | - | 925 | $12,801,070 | $2,286,740 | $2,472iApproximate average salary by contribution assumption: employee only about $61,804 at 4% or $41,203 at 6%; with 50% employer match about $41,203 at 4% or $27,468 at 6%; with 100% employer match about $30,902 at 4% or $20,601 at 6%. |
| 2015 | 1 | 936 | $12,102,472 | $2,342,762 | $2,503iApproximate average salary by contribution assumption: employee only about $62,574 at 4% or $41,716 at 6%; with 50% employer match about $41,716 at 4% or $27,811 at 6%; with 100% employer match about $31,287 at 4% or $20,858 at 6%. |
| Morgans Group LLC 401(K) Plan | - | 936 | $12,102,472 | $2,342,762 | $2,503iApproximate average salary by contribution assumption: employee only about $62,574 at 4% or $41,716 at 6%; with 50% employer match about $41,716 at 4% or $27,811 at 6%; with 100% employer match about $31,287 at 4% or $20,858 at 6%. |
| 2014 | 1 | 1,055 | $11,276,866 | $2,090,870 | $1,982iApproximate average salary by contribution assumption: employee only about $49,547 at 4% or $33,031 at 6%; with 50% employer match about $33,031 at 4% or $22,021 at 6%; with 100% employer match about $24,773 at 4% or $16,516 at 6%. |
| Morgans Group LLC 401(K) Plan | - | 1,055 | $11,276,866 | $2,090,870 | $1,982iApproximate average salary by contribution assumption: employee only about $49,547 at 4% or $33,031 at 6%; with 50% employer match about $33,031 at 4% or $22,021 at 6%; with 100% employer match about $24,773 at 4% or $16,516 at 6%. |
| 2013 | 1 | 1,231 | $10,979,864 | $1,420,698 | $1,154iApproximate average salary by contribution assumption: employee only about $28,853 at 4% or $19,235 at 6%; with 50% employer match about $19,235 at 4% or $12,823 at 6%; with 100% employer match about $14,426 at 4% or $9,618 at 6%. |
| Morgans Group LLC 401(K) Plan | - | 1,231 | $10,979,864 | $1,420,698 | $1,154iApproximate average salary by contribution assumption: employee only about $28,853 at 4% or $19,235 at 6%; with 50% employer match about $19,235 at 4% or $12,823 at 6%; with 100% employer match about $14,426 at 4% or $9,618 at 6%. |
| 2012 | 1 | 1,322 | $9,518,447 | $1,035,940 | $784iApproximate average salary by contribution assumption: employee only about $19,590 at 4% or $13,060 at 6%; with 50% employer match about $13,060 at 4% or $8,707 at 6%; with 100% employer match about $9,795 at 4% or $6,530 at 6%. |
| Morgans Group LLC 401(K) Plan | - | 1,322 | $9,518,447 | $1,035,940 | $784iApproximate average salary by contribution assumption: employee only about $19,590 at 4% or $13,060 at 6%; with 50% employer match about $13,060 at 4% or $8,707 at 6%; with 100% employer match about $9,795 at 4% or $6,530 at 6%. |