Civic Intelligence

Morton Capital Management LLC

Plan context: Morton Capital 401(K) Plan

EIN 30-0798181 • Agoura Hills, CA • 12 filings • 1 plans

27200 Agoura Road #200Agoura Hills, CA 91301
Current Snapshot

Latest Year

2025

2025 Participants

58

2025 Assets

$10,767,297

2025 Contributions

$4,837,240

Historical Graphs

Total Assets Over Time

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

$10,767,297$5,383,649$0201420202025YearValue
$10,767,297Latest year 2025

Participants Over Time

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

58290201420202025YearValue
58Latest 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
2025158$10,767,297$4,837,240$83,401iApproximate average salary by contribution assumption: employee only about $2,085,017 at 4% or $1,390,011 at 6%; with 50% employer match about $1,390,011 at 4% or $926,674 at 6%; with 100% employer match about $1,042,509 at 4% or $695,006 at 6%.
Morton Capital 401(K) Plan-58$10,767,297$4,837,240$83,401iApproximate average salary by contribution assumption: employee only about $2,085,017 at 4% or $1,390,011 at 6%; with 50% employer match about $1,390,011 at 4% or $926,674 at 6%; with 100% employer match about $1,042,509 at 4% or $695,006 at 6%.
2024157$4,791,474$684,080$12,001iApproximate average salary by contribution assumption: employee only about $300,035 at 4% or $200,023 at 6%; with 50% employer match about $200,023 at 4% or $133,349 at 6%; with 100% employer match about $150,018 at 4% or $100,012 at 6%.
Morton Capital 401(K) Plan-57$4,791,474$684,080$12,001iApproximate average salary by contribution assumption: employee only about $300,035 at 4% or $200,023 at 6%; with 50% employer match about $200,023 at 4% or $133,349 at 6%; with 100% employer match about $150,018 at 4% or $100,012 at 6%.
2023152$3,766,019$667,187$12,831iApproximate average salary by contribution assumption: employee only about $320,763 at 4% or $213,842 at 6%; with 50% employer match about $213,842 at 4% or $142,561 at 6%; with 100% employer match about $160,381 at 4% or $106,921 at 6%.
Morton Capital 401(K) Plan-52$3,766,019$667,187$12,831iApproximate average salary by contribution assumption: employee only about $320,763 at 4% or $213,842 at 6%; with 50% employer match about $213,842 at 4% or $142,561 at 6%; with 100% employer match about $160,381 at 4% or $106,921 at 6%.
2022149$2,740,566$582,685$11,892iApproximate average salary by contribution assumption: employee only about $297,288 at 4% or $198,192 at 6%; with 50% employer match about $198,192 at 4% or $132,128 at 6%; with 100% employer match about $148,644 at 4% or $99,096 at 6%.
Morton Capital 401(K) Plan-49$2,740,566$582,685$11,892iApproximate average salary by contribution assumption: employee only about $297,288 at 4% or $198,192 at 6%; with 50% employer match about $198,192 at 4% or $132,128 at 6%; with 100% employer match about $148,644 at 4% or $99,096 at 6%.
2021150$2,973,178$707,281$14,146iApproximate average salary by contribution assumption: employee only about $353,641 at 4% or $235,760 at 6%; with 50% employer match about $235,760 at 4% or $157,174 at 6%; with 100% employer match about $176,820 at 4% or $117,880 at 6%.
Morton Capital 401(K) Plan-50$2,973,178$707,281$14,146iApproximate average salary by contribution assumption: employee only about $353,641 at 4% or $235,760 at 6%; with 50% employer match about $235,760 at 4% or $157,174 at 6%; with 100% employer match about $176,820 at 4% or $117,880 at 6%.
2020142$2,297,392$529,485$12,607iApproximate average salary by contribution assumption: employee only about $315,170 at 4% or $210,113 at 6%; with 50% employer match about $210,113 at 4% or $140,075 at 6%; with 100% employer match about $157,585 at 4% or $105,057 at 6%.
Morton Capital 401(K) Plan-42$2,297,392$529,485$12,607iApproximate average salary by contribution assumption: employee only about $315,170 at 4% or $210,113 at 6%; with 50% employer match about $210,113 at 4% or $140,075 at 6%; with 100% employer match about $157,585 at 4% or $105,057 at 6%.
2019140$1,738,450$396,872$9,922iApproximate average salary by contribution assumption: employee only about $248,045 at 4% or $165,363 at 6%; with 50% employer match about $165,363 at 4% or $110,242 at 6%; with 100% employer match about $124,022 at 4% or $82,682 at 6%.
Morton Capital 401(K) Plan-40$1,738,450$396,872$9,922iApproximate average salary by contribution assumption: employee only about $248,045 at 4% or $165,363 at 6%; with 50% employer match about $165,363 at 4% or $110,242 at 6%; with 100% employer match about $124,022 at 4% or $82,682 at 6%.
2018133$1,253,573$417,556$12,653iApproximate average salary by contribution assumption: employee only about $316,330 at 4% or $210,887 at 6%; with 50% employer match about $210,887 at 4% or $140,591 at 6%; with 100% employer match about $158,165 at 4% or $105,443 at 6%.
Morton Capital 401(K) Plan-33$1,253,573$417,556$12,653iApproximate average salary by contribution assumption: employee only about $316,330 at 4% or $210,887 at 6%; with 50% employer match about $210,887 at 4% or $140,591 at 6%; with 100% employer match about $158,165 at 4% or $105,443 at 6%.
2017126$1,173,758$314,174$12,084iApproximate average salary by contribution assumption: employee only about $302,090 at 4% or $201,394 at 6%; with 50% employer match about $201,394 at 4% or $134,262 at 6%; with 100% employer match about $151,045 at 4% or $100,697 at 6%.
Morton Capital 401(K) Plan-26$1,173,758$314,174$12,084iApproximate average salary by contribution assumption: employee only about $302,090 at 4% or $201,394 at 6%; with 50% employer match about $201,394 at 4% or $134,262 at 6%; with 100% employer match about $151,045 at 4% or $100,697 at 6%.
2016129$792,080$325,572$11,227iApproximate average salary by contribution assumption: employee only about $280,666 at 4% or $187,110 at 6%; with 50% employer match about $187,110 at 4% or $124,740 at 6%; with 100% employer match about $140,333 at 4% or $93,555 at 6%.
Morton Capital 401(K) Plan-29$792,080$325,572$11,227iApproximate average salary by contribution assumption: employee only about $280,666 at 4% or $187,110 at 6%; with 50% employer match about $187,110 at 4% or $124,740 at 6%; with 100% employer match about $140,333 at 4% or $93,555 at 6%.
2015123$442,973$255,074$11,090iApproximate average salary by contribution assumption: employee only about $277,254 at 4% or $184,836 at 6%; with 50% employer match about $184,836 at 4% or $123,224 at 6%; with 100% employer match about $138,627 at 4% or $92,418 at 6%.
Morton Capital 401(K) Plan-23$442,973$255,074$11,090iApproximate average salary by contribution assumption: employee only about $277,254 at 4% or $184,836 at 6%; with 50% employer match about $184,836 at 4% or $123,224 at 6%; with 100% employer match about $138,627 at 4% or $92,418 at 6%.
2014121$213,338$215,472$10,261iApproximate average salary by contribution assumption: employee only about $256,514 at 4% or $171,010 at 6%; with 50% employer match about $171,010 at 4% or $114,006 at 6%; with 100% employer match about $128,257 at 4% or $85,505 at 6%.
Morton Capital 401(K) Plan-21$213,338$215,472$10,261iApproximate average salary by contribution assumption: employee only about $256,514 at 4% or $171,010 at 6%; with 50% employer match about $171,010 at 4% or $114,006 at 6%; with 100% employer match about $128,257 at 4% or $85,505 at 6%.