MORRIS CAPITAL PARTNERS LLC
Plan context: MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 27-2005362 • Fort Worth, TX • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$725,500
2025 Contributions
$61,384
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $725,500 | $61,384 | $20,461iApproximate average salary by contribution assumption: employee only about $511,533 at 4% or $341,022 at 6%; with 50% employer match about $341,022 at 4% or $227,348 at 6%; with 100% employer match about $255,767 at 4% or $170,511 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $725,500 | $61,384 | $20,461iApproximate average salary by contribution assumption: employee only about $511,533 at 4% or $341,022 at 6%; with 50% employer match about $341,022 at 4% or $227,348 at 6%; with 100% employer match about $255,767 at 4% or $170,511 at 6%. |
| 2024 | 1 | 3 | $589,183 | $60,511 | $20,170iApproximate average salary by contribution assumption: employee only about $504,258 at 4% or $336,172 at 6%; with 50% employer match about $336,172 at 4% or $224,115 at 6%; with 100% employer match about $252,129 at 4% or $168,086 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $589,183 | $60,511 | $20,170iApproximate average salary by contribution assumption: employee only about $504,258 at 4% or $336,172 at 6%; with 50% employer match about $336,172 at 4% or $224,115 at 6%; with 100% employer match about $252,129 at 4% or $168,086 at 6%. |
| 2023 | 1 | 3 | $488,660 | $54,267 | $18,089iApproximate average salary by contribution assumption: employee only about $452,225 at 4% or $301,483 at 6%; with 50% employer match about $301,483 at 4% or $200,989 at 6%; with 100% employer match about $226,113 at 4% or $150,742 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $488,660 | $54,267 | $18,089iApproximate average salary by contribution assumption: employee only about $452,225 at 4% or $301,483 at 6%; with 50% employer match about $301,483 at 4% or $200,989 at 6%; with 100% employer match about $226,113 at 4% or $150,742 at 6%. |
| 2022 | 1 | 3 | $386,034 | $61,580 | $20,527iApproximate average salary by contribution assumption: employee only about $513,167 at 4% or $342,111 at 6%; with 50% employer match about $342,111 at 4% or $228,074 at 6%; with 100% employer match about $256,583 at 4% or $171,056 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $386,034 | $61,580 | $20,527iApproximate average salary by contribution assumption: employee only about $513,167 at 4% or $342,111 at 6%; with 50% employer match about $342,111 at 4% or $228,074 at 6%; with 100% employer match about $256,583 at 4% or $171,056 at 6%. |
| 2021 | 1 | 3 | $380,675 | $53,220 | $17,740iApproximate average salary by contribution assumption: employee only about $443,500 at 4% or $295,667 at 6%; with 50% employer match about $295,667 at 4% or $197,111 at 6%; with 100% employer match about $221,750 at 4% or $147,833 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $380,675 | $53,220 | $17,740iApproximate average salary by contribution assumption: employee only about $443,500 at 4% or $295,667 at 6%; with 50% employer match about $295,667 at 4% or $197,111 at 6%; with 100% employer match about $221,750 at 4% or $147,833 at 6%. |
| 2020 | 1 | 3 | $308,296 | $54,298 | $18,099iApproximate average salary by contribution assumption: employee only about $452,483 at 4% or $301,656 at 6%; with 50% employer match about $301,656 at 4% or $201,104 at 6%; with 100% employer match about $226,242 at 4% or $150,828 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $308,296 | $54,298 | $18,099iApproximate average salary by contribution assumption: employee only about $452,483 at 4% or $301,656 at 6%; with 50% employer match about $301,656 at 4% or $201,104 at 6%; with 100% employer match about $226,242 at 4% or $150,828 at 6%. |
| 2019 | 1 | 2 | $273,717 | $31,717 | $15,859iApproximate average salary by contribution assumption: employee only about $396,463 at 4% or $264,308 at 6%; with 50% employer match about $264,308 at 4% or $176,206 at 6%; with 100% employer match about $198,231 at 4% or $132,154 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 2 | $273,717 | $31,717 | $15,859iApproximate average salary by contribution assumption: employee only about $396,463 at 4% or $264,308 at 6%; with 50% employer match about $264,308 at 4% or $176,206 at 6%; with 100% employer match about $198,231 at 4% or $132,154 at 6%. |
| 2018 | 1 | 2 | $209,305 | $47,849 | $23,925iApproximate average salary by contribution assumption: employee only about $598,113 at 4% or $398,742 at 6%; with 50% employer match about $398,742 at 4% or $265,828 at 6%; with 100% employer match about $299,056 at 4% or $199,371 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | - | 2 | $209,305 | $47,849 | $23,925iApproximate average salary by contribution assumption: employee only about $598,113 at 4% or $398,742 at 6%; with 50% employer match about $398,742 at 4% or $265,828 at 6%; with 100% employer match about $299,056 at 4% or $199,371 at 6%. |
| 2017 | 1 | 3 | $193,283 | $47,828 | $15,943iApproximate average salary by contribution assumption: employee only about $398,567 at 4% or $265,711 at 6%; with 50% employer match about $265,711 at 4% or $177,141 at 6%; with 100% employer match about $199,283 at 4% or $132,856 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $193,283 | $47,828 | $15,943iApproximate average salary by contribution assumption: employee only about $398,567 at 4% or $265,711 at 6%; with 50% employer match about $265,711 at 4% or $177,141 at 6%; with 100% employer match about $199,283 at 4% or $132,856 at 6%. |
| 2016 | 1 | 3 | $127,679 | $53,175 | $17,725iApproximate average salary by contribution assumption: employee only about $443,125 at 4% or $295,417 at 6%; with 50% employer match about $295,417 at 4% or $196,944 at 6%; with 100% employer match about $221,563 at 4% or $147,708 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | - | 3 | $127,679 | $53,175 | $17,725iApproximate average salary by contribution assumption: employee only about $443,125 at 4% or $295,417 at 6%; with 50% employer match about $295,417 at 4% or $196,944 at 6%; with 100% employer match about $221,563 at 4% or $147,708 at 6%. |
| 2015 | 1 | 5 | $89,606 | $59,005 | $11,801iApproximate average salary by contribution assumption: employee only about $295,025 at 4% or $196,683 at 6%; with 50% employer match about $196,683 at 4% or $131,122 at 6%; with 100% employer match about $147,513 at 4% or $98,342 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | - | 5 | $89,606 | $59,005 | $11,801iApproximate average salary by contribution assumption: employee only about $295,025 at 4% or $196,683 at 6%; with 50% employer match about $196,683 at 4% or $131,122 at 6%; with 100% employer match about $147,513 at 4% or $98,342 at 6%. |
| 2014 | 1 | 5 | $33,180 | $32,894 | $6,579iApproximate average salary by contribution assumption: employee only about $164,470 at 4% or $109,647 at 6%; with 50% employer match about $109,647 at 4% or $73,098 at 6%; with 100% employer match about $82,235 at 4% or $54,823 at 6%. |
| MORRIS CAPITAL PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST | - | 5 | $33,180 | $32,894 | $6,579iApproximate average salary by contribution assumption: employee only about $164,470 at 4% or $109,647 at 6%; with 50% employer match about $109,647 at 4% or $73,098 at 6%; with 100% employer match about $82,235 at 4% or $54,823 at 6%. |