Civic Intelligence

Morrow & Co. LLC

Plan context: Morrow Sodali LLC 401K Plan

EIN 26-0616024 • Stamford, CT • 17 filings • 6 plans

333 Ludlow5th FL South TowerStamford, CT 06902
Current Snapshot

Latest Year

2024

2024 Participants

132

2024 Assets

$18,497,300

2024 Contributions

$4,324,430

Historical Graphs

Total Assets Over Time

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

$18,497,300$9,248,650$0201320192024YearValue
$18,497,300Latest year 2024

Participants Over Time

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

190950201320192024YearValue
132Latest 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
20242132$18,497,300$4,324,430$32,761iApproximate average salary by contribution assumption: employee only about $819,021 at 4% or $546,014 at 6%; with 50% employer match about $546,014 at 4% or $364,009 at 6%; with 100% employer match about $409,510 at 4% or $273,007 at 6%.
Morrow & Co. LLC 401K Savings & Investment Plan-132$9,248,650$2,162,215$16,380iApproximate average salary by contribution assumption: employee only about $409,510 at 4% or $273,007 at 6%; with 50% employer match about $273,007 at 4% or $182,005 at 6%; with 100% employer match about $204,755 at 4% or $136,503 at 6%.
Morrow Sodali LLC 401K Plan-132$9,248,650$2,162,215$16,380iApproximate average salary by contribution assumption: employee only about $409,510 at 4% or $273,007 at 6%; with 50% employer match about $273,007 at 4% or $182,005 at 6%; with 100% employer match about $204,755 at 4% or $136,503 at 6%.
20233164$14,719,230$4,384,310$26,734iApproximate average salary by contribution assumption: employee only about $668,340 at 4% or $445,560 at 6%; with 50% employer match about $445,560 at 4% or $297,040 at 6%; with 100% employer match about $334,170 at 4% or $222,780 at 6%.
Morrow & Co. LLC 401K Savings & Investment Plan-164$7,359,615$2,192,155$13,367iApproximate average salary by contribution assumption: employee only about $334,170 at 4% or $222,780 at 6%; with 50% employer match about $222,780 at 4% or $148,520 at 6%; with 100% employer match about $167,085 at 4% or $111,390 at 6%.
Morrow Sodali LLC 401K Plan-164$7,359,615$2,192,155$13,367iApproximate average salary by contribution assumption: employee only about $334,170 at 4% or $222,780 at 6%; with 50% employer match about $222,780 at 4% or $148,520 at 6%; with 100% employer match about $167,085 at 4% or $111,390 at 6%.
MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLAN-138---
20223190$9,291,416$2,319,552$12,208iApproximate average salary by contribution assumption: employee only about $305,204 at 4% or $203,469 at 6%; with 50% employer match about $203,469 at 4% or $135,646 at 6%; with 100% employer match about $152,602 at 4% or $101,735 at 6%.
Morrow & Co. LLC 401K Savings & Investment Plan-94$4,645,708$1,159,776$12,338iApproximate average salary by contribution assumption: employee only about $308,451 at 4% or $205,634 at 6%; with 50% employer match about $205,634 at 4% or $137,089 at 6%; with 100% employer match about $154,226 at 4% or $102,817 at 6%.
Morrow Sodali LLC 401K Plan-94$4,645,708$1,159,776$12,338iApproximate average salary by contribution assumption: employee only about $308,451 at 4% or $205,634 at 6%; with 50% employer match about $205,634 at 4% or $137,089 at 6%; with 100% employer match about $154,226 at 4% or $102,817 at 6%.
MORROW SODALI LLC HEALTH& WELFARE BENEFITS PLAN-190---
2021167$5,005,857$877,219$13,093iApproximate average salary by contribution assumption: employee only about $327,321 at 4% or $218,214 at 6%; with 50% employer match about $218,214 at 4% or $145,476 at 6%; with 100% employer match about $163,660 at 4% or $109,107 at 6%.
Morrow Sodali LLC 401K Plan-67$5,005,857$877,219$13,093iApproximate average salary by contribution assumption: employee only about $327,321 at 4% or $218,214 at 6%; with 50% employer match about $218,214 at 4% or $145,476 at 6%; with 100% employer match about $163,660 at 4% or $109,107 at 6%.
2020164$3,579,401$915,957$14,312iApproximate average salary by contribution assumption: employee only about $357,796 at 4% or $238,530 at 6%; with 50% employer match about $238,530 at 4% or $159,020 at 6%; with 100% employer match about $178,898 at 4% or $119,265 at 6%.
Morrow Sodali LLC 401K Plan-64$3,579,401$915,957$14,312iApproximate average salary by contribution assumption: employee only about $357,796 at 4% or $238,530 at 6%; with 50% employer match about $238,530 at 4% or $159,020 at 6%; with 100% employer match about $178,898 at 4% or $119,265 at 6%.
2019154$2,303,263$611,401$11,322iApproximate average salary by contribution assumption: employee only about $283,056 at 4% or $188,704 at 6%; with 50% employer match about $188,704 at 4% or $125,803 at 6%; with 100% employer match about $141,528 at 4% or $94,352 at 6%.
Morrow Sodali LLC 401K Plan-54$2,303,263$611,401$11,322iApproximate average salary by contribution assumption: employee only about $283,056 at 4% or $188,704 at 6%; with 50% employer match about $188,704 at 4% or $125,803 at 6%; with 100% employer match about $141,528 at 4% or $94,352 at 6%.
2018150$1,405,937$576,549$11,531iApproximate average salary by contribution assumption: employee only about $288,275 at 4% or $192,183 at 6%; with 50% employer match about $192,183 at 4% or $128,122 at 6%; with 100% employer match about $144,137 at 4% or $96,092 at 6%.
Morrow Sodali LLC 401K Plan-50$1,405,937$576,549$11,531iApproximate average salary by contribution assumption: employee only about $288,275 at 4% or $192,183 at 6%; with 50% employer match about $192,183 at 4% or $128,122 at 6%; with 100% employer match about $144,137 at 4% or $96,092 at 6%.
2017144$1,061,894$1,009,621$22,946iApproximate average salary by contribution assumption: employee only about $573,648 at 4% or $382,432 at 6%; with 50% employer match about $382,432 at 4% or $254,955 at 6%; with 100% employer match about $286,824 at 4% or $191,216 at 6%.
Morrow Sodali LLC 401K Plan-44$1,061,894$1,009,621$22,946iApproximate average salary by contribution assumption: employee only about $573,648 at 4% or $382,432 at 6%; with 50% employer match about $382,432 at 4% or $254,955 at 6%; with 100% employer match about $286,824 at 4% or $191,216 at 6%.
201610$0$0-
Morrow & Co. LLC 401K Savings & Investment Plan-0$0$0-
2015125$236$346,109$13,844iApproximate average salary by contribution assumption: employee only about $346,109 at 4% or $230,739 at 6%; with 50% employer match about $230,739 at 4% or $153,826 at 6%; with 100% employer match about $173,055 at 4% or $115,370 at 6%.
Morrow & Co. LLC 401K Savings & Investment Plan-25$236$346,109$13,844iApproximate average salary by contribution assumption: employee only about $346,109 at 4% or $230,739 at 6%; with 50% employer match about $230,739 at 4% or $153,826 at 6%; with 100% employer match about $173,055 at 4% or $115,370 at 6%.
2014171$10,540,025$428,221$6,031iApproximate average salary by contribution assumption: employee only about $150,782 at 4% or $100,521 at 6%; with 50% employer match about $100,521 at 4% or $67,014 at 6%; with 100% employer match about $75,391 at 4% or $50,261 at 6%.
Morrow & Co. LLC 401K Savings & Investment Plan-71$10,540,025$428,221$6,031iApproximate average salary by contribution assumption: employee only about $150,782 at 4% or $100,521 at 6%; with 50% employer match about $100,521 at 4% or $67,014 at 6%; with 100% employer match about $75,391 at 4% or $50,261 at 6%.
2013196$9,949,247$484,535$5,047iApproximate average salary by contribution assumption: employee only about $126,181 at 4% or $84,121 at 6%; with 50% employer match about $84,121 at 4% or $56,080 at 6%; with 100% employer match about $63,090 at 4% or $42,060 at 6%.
Morrow & Co. LLC 401K Savings & Investment Plan-96$9,949,247$484,535$5,047iApproximate average salary by contribution assumption: employee only about $126,181 at 4% or $84,121 at 6%; with 50% employer match about $84,121 at 4% or $56,080 at 6%; with 100% employer match about $63,090 at 4% or $42,060 at 6%.