Civic Intelligence

Morgan Planning Group LLC

Plan context: Morgan Planning Group LLC 401(K) Plan

EIN 27-3645399 • 13 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$2,968,529

2025 Contributions

$205,876

Historical Graphs

Total Assets Over Time

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

$2,968,529$1,484,265$0201320192025YearValue
$2,968,529Latest year 2025

Participants Over Time

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

1470201320192025YearValue
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$2,968,529$205,876$14,705iApproximate average salary by contribution assumption: employee only about $367,636 at 4% or $245,090 at 6%; with 50% employer match about $245,090 at 4% or $163,394 at 6%; with 100% employer match about $183,818 at 4% or $122,545 at 6%.
Morgan Planning Group LLC 401(K) Plan-14$2,968,529$205,876$14,705iApproximate average salary by contribution assumption: employee only about $367,636 at 4% or $245,090 at 6%; with 50% employer match about $245,090 at 4% or $163,394 at 6%; with 100% employer match about $183,818 at 4% or $122,545 at 6%.
2024113$2,541,845$512,419$39,417iApproximate average salary by contribution assumption: employee only about $985,421 at 4% or $656,947 at 6%; with 50% employer match about $656,947 at 4% or $437,965 at 6%; with 100% employer match about $492,711 at 4% or $328,474 at 6%.
Morgan Planning Group LLC 401(K) Plan-13$2,541,845$512,419$39,417iApproximate average salary by contribution assumption: employee only about $985,421 at 4% or $656,947 at 6%; with 50% employer match about $656,947 at 4% or $437,965 at 6%; with 100% employer match about $492,711 at 4% or $328,474 at 6%.
2023113$1,803,315$279,665$21,513iApproximate average salary by contribution assumption: employee only about $537,817 at 4% or $358,545 at 6%; with 50% employer match about $358,545 at 4% or $239,030 at 6%; with 100% employer match about $268,909 at 4% or $179,272 at 6%.
Morgan Planning Group LLC 401(K) Plan-13$1,803,315$279,665$21,513iApproximate average salary by contribution assumption: employee only about $537,817 at 4% or $358,545 at 6%; with 50% employer match about $358,545 at 4% or $239,030 at 6%; with 100% employer match about $268,909 at 4% or $179,272 at 6%.
2022112$1,267,505$129,752$10,813iApproximate average salary by contribution assumption: employee only about $270,317 at 4% or $180,211 at 6%; with 50% employer match about $180,211 at 4% or $120,141 at 6%; with 100% employer match about $135,158 at 4% or $90,106 at 6%.
Morgan Planning Group LLC 401(K) Plan-12$1,267,505$129,752$10,813iApproximate average salary by contribution assumption: employee only about $270,317 at 4% or $180,211 at 6%; with 50% employer match about $180,211 at 4% or $120,141 at 6%; with 100% employer match about $135,158 at 4% or $90,106 at 6%.
2021111$1,669,782$146,401$13,309iApproximate average salary by contribution assumption: employee only about $332,730 at 4% or $221,820 at 6%; with 50% employer match about $221,820 at 4% or $147,880 at 6%; with 100% employer match about $166,365 at 4% or $110,910 at 6%.
Morgan Planning Group LLC 401(K) Plan-11$1,669,782$146,401$13,309iApproximate average salary by contribution assumption: employee only about $332,730 at 4% or $221,820 at 6%; with 50% employer match about $221,820 at 4% or $147,880 at 6%; with 100% employer match about $166,365 at 4% or $110,910 at 6%.
2020112$1,360,771$112,155$9,346iApproximate average salary by contribution assumption: employee only about $233,656 at 4% or $155,771 at 6%; with 50% employer match about $155,771 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%.
Morgan Planning Group LLC 401(K) Plan-12$1,360,771$112,155$9,346iApproximate average salary by contribution assumption: employee only about $233,656 at 4% or $155,771 at 6%; with 50% employer match about $155,771 at 4% or $103,847 at 6%; with 100% employer match about $116,828 at 4% or $77,885 at 6%.
201919$1,096,658$109,014$12,113iApproximate average salary by contribution assumption: employee only about $302,817 at 4% or $201,878 at 6%; with 50% employer match about $201,878 at 4% or $134,585 at 6%; with 100% employer match about $151,408 at 4% or $100,939 at 6%.
Morgan Planning Group LLC 401(K) Plan-9$1,096,658$109,014$12,113iApproximate average salary by contribution assumption: employee only about $302,817 at 4% or $201,878 at 6%; with 50% employer match about $201,878 at 4% or $134,585 at 6%; with 100% employer match about $151,408 at 4% or $100,939 at 6%.
201819$807,576$110,301$12,256iApproximate average salary by contribution assumption: employee only about $306,392 at 4% or $204,261 at 6%; with 50% employer match about $204,261 at 4% or $136,174 at 6%; with 100% employer match about $153,196 at 4% or $102,131 at 6%.
Morgan Planning Group LLC 401(K) Plan-9$807,576$110,301$12,256iApproximate average salary by contribution assumption: employee only about $306,392 at 4% or $204,261 at 6%; with 50% employer match about $204,261 at 4% or $136,174 at 6%; with 100% employer match about $153,196 at 4% or $102,131 at 6%.
201718$794,313$79,726$9,966iApproximate average salary by contribution assumption: employee only about $249,144 at 4% or $166,096 at 6%; with 50% employer match about $166,096 at 4% or $110,731 at 6%; with 100% employer match about $124,572 at 4% or $83,048 at 6%.
Morgan Planning Group LLC 401(K) Plan-8$794,313$79,726$9,966iApproximate average salary by contribution assumption: employee only about $249,144 at 4% or $166,096 at 6%; with 50% employer match about $166,096 at 4% or $110,731 at 6%; with 100% employer match about $124,572 at 4% or $83,048 at 6%.
201619$566,223$53,289$5,921iApproximate average salary by contribution assumption: employee only about $148,025 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,789 at 6%; with 100% employer match about $74,013 at 4% or $49,342 at 6%.
Morgan Planning Group LLC 401(K) Plan-9$566,223$53,289$5,921iApproximate average salary by contribution assumption: employee only about $148,025 at 4% or $98,683 at 6%; with 50% employer match about $98,683 at 4% or $65,789 at 6%; with 100% employer match about $74,013 at 4% or $49,342 at 6%.
201518$464,191$70,903$8,863iApproximate average salary by contribution assumption: employee only about $221,572 at 4% or $147,715 at 6%; with 50% employer match about $147,715 at 4% or $98,476 at 6%; with 100% employer match about $110,786 at 4% or $73,857 at 6%.
Morgan Planning Group LLC 401(K) Plan-8$464,191$70,903$8,863iApproximate average salary by contribution assumption: employee only about $221,572 at 4% or $147,715 at 6%; with 50% employer match about $147,715 at 4% or $98,476 at 6%; with 100% employer match about $110,786 at 4% or $73,857 at 6%.
201418$404,327$47,264$5,908iApproximate average salary by contribution assumption: employee only about $147,700 at 4% or $98,467 at 6%; with 50% employer match about $98,467 at 4% or $65,644 at 6%; with 100% employer match about $73,850 at 4% or $49,233 at 6%.
Morgan Planning Group LLC 401(K) Plan-8$404,327$47,264$5,908iApproximate average salary by contribution assumption: employee only about $147,700 at 4% or $98,467 at 6%; with 50% employer match about $98,467 at 4% or $65,644 at 6%; with 100% employer match about $73,850 at 4% or $49,233 at 6%.
201316$354,724$308,353$51,392iApproximate average salary by contribution assumption: employee only about $1,284,804 at 4% or $856,536 at 6%; with 50% employer match about $856,536 at 4% or $571,024 at 6%; with 100% employer match about $642,402 at 4% or $428,268 at 6%.
Morgan Planning Group LLC 401(K) Plan-6$354,724$308,353$51,392iApproximate average salary by contribution assumption: employee only about $1,284,804 at 4% or $856,536 at 6%; with 50% employer match about $856,536 at 4% or $571,024 at 6%; with 100% employer match about $642,402 at 4% or $428,268 at 6%.