Civic Intelligence

Thomas Evan Morgan & Associates Inc.

Plan context: Thomas Evan Morgan & Associates Inc Retirement Plan

EIN 31-1342430 • Columbus, OH • 21 filings • 5 plans

906 East Broad StreetColumbus, OH 43205
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$649,502

2020 Contributions

$7,700

Historical Graphs

Total Assets Over Time

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

$649,502$324,751$0199920102019YearValue
$649,502Latest year 2019

Participants Over Time

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

840199920102019YearValue
2Latest year 2019

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
202010$0$0-
Thomas Evan Morgan & Associates Inc Retirement Plan-0$0$0-
201912$649,502$7,700$3,850iApproximate average salary by contribution assumption: employee only about $96,250 at 4% or $64,167 at 6%; with 50% employer match about $64,167 at 4% or $42,778 at 6%; with 100% employer match about $48,125 at 4% or $32,083 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-2$649,502$7,700$3,850iApproximate average salary by contribution assumption: employee only about $96,250 at 4% or $64,167 at 6%; with 50% employer match about $64,167 at 4% or $42,778 at 6%; with 100% employer match about $48,125 at 4% or $32,083 at 6%.
201813$548,841$11,800$3,933iApproximate average salary by contribution assumption: employee only about $98,333 at 4% or $65,556 at 6%; with 50% employer match about $65,556 at 4% or $43,704 at 6%; with 100% employer match about $49,167 at 4% or $32,778 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-3$548,841$11,800$3,933iApproximate average salary by contribution assumption: employee only about $98,333 at 4% or $65,556 at 6%; with 50% employer match about $65,556 at 4% or $43,704 at 6%; with 100% employer match about $49,167 at 4% or $32,778 at 6%.
201713$605,262$16,900$5,633iApproximate average salary by contribution assumption: employee only about $140,833 at 4% or $93,889 at 6%; with 50% employer match about $93,889 at 4% or $62,593 at 6%; with 100% employer match about $70,417 at 4% or $46,944 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-3$605,262$16,900$5,633iApproximate average salary by contribution assumption: employee only about $140,833 at 4% or $93,889 at 6%; with 50% employer match about $93,889 at 4% or $62,593 at 6%; with 100% employer match about $70,417 at 4% or $46,944 at 6%.
201613$537,136$17,698$5,899iApproximate average salary by contribution assumption: employee only about $147,483 at 4% or $98,322 at 6%; with 50% employer match about $98,322 at 4% or $65,548 at 6%; with 100% employer match about $73,742 at 4% or $49,161 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-3$537,136$17,698$5,899iApproximate average salary by contribution assumption: employee only about $147,483 at 4% or $98,322 at 6%; with 50% employer match about $98,322 at 4% or $65,548 at 6%; with 100% employer match about $73,742 at 4% or $49,161 at 6%.
201514$512,577$19,641$4,910iApproximate average salary by contribution assumption: employee only about $122,756 at 4% or $81,838 at 6%; with 50% employer match about $81,838 at 4% or $54,558 at 6%; with 100% employer match about $61,378 at 4% or $40,919 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-4$512,577$19,641$4,910iApproximate average salary by contribution assumption: employee only about $122,756 at 4% or $81,838 at 6%; with 50% employer match about $81,838 at 4% or $54,558 at 6%; with 100% employer match about $61,378 at 4% or $40,919 at 6%.
201415$539,676$17,250$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$539,676$17,250$3,450iApproximate average salary by contribution assumption: employee only about $86,250 at 4% or $57,500 at 6%; with 50% employer match about $57,500 at 4% or $38,333 at 6%; with 100% employer match about $43,125 at 4% or $28,750 at 6%.
201315$491,846$16,900$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$491,846$16,900$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
201215$396,398$16,900$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$396,398$16,900$3,380iApproximate average salary by contribution assumption: employee only about $84,500 at 4% or $56,333 at 6%; with 50% employer match about $56,333 at 4% or $37,556 at 6%; with 100% employer match about $42,250 at 4% or $28,167 at 6%.
201115$374,646$11,071$2,214iApproximate average salary by contribution assumption: employee only about $55,355 at 4% or $36,903 at 6%; with 50% employer match about $36,903 at 4% or $24,602 at 6%; with 100% employer match about $27,677 at 4% or $18,452 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$374,646$11,071$2,214iApproximate average salary by contribution assumption: employee only about $55,355 at 4% or $36,903 at 6%; with 50% employer match about $36,903 at 4% or $24,602 at 6%; with 100% employer match about $27,677 at 4% or $18,452 at 6%.
201015$385,629$6,753$1,351iApproximate average salary by contribution assumption: employee only about $33,765 at 4% or $22,510 at 6%; with 50% employer match about $22,510 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,255 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$385,629$6,753$1,351iApproximate average salary by contribution assumption: employee only about $33,765 at 4% or $22,510 at 6%; with 50% employer match about $22,510 at 4% or $15,007 at 6%; with 100% employer match about $16,883 at 4% or $11,255 at 6%.
200916$356,564$8,853$1,476iApproximate average salary by contribution assumption: employee only about $36,888 at 4% or $24,592 at 6%; with 50% employer match about $24,592 at 4% or $16,394 at 6%; with 100% employer match about $18,444 at 4% or $12,296 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-6$356,564$8,853$1,476iApproximate average salary by contribution assumption: employee only about $36,888 at 4% or $24,592 at 6%; with 50% employer match about $24,592 at 4% or $16,394 at 6%; with 100% employer match about $18,444 at 4% or $12,296 at 6%.
200813$285,400$8,253$2,751iApproximate average salary by contribution assumption: employee only about $68,775 at 4% or $45,850 at 6%; with 50% employer match about $45,850 at 4% or $30,567 at 6%; with 100% employer match about $34,388 at 4% or $22,925 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-3$285,400$8,253$2,751iApproximate average salary by contribution assumption: employee only about $68,775 at 4% or $45,850 at 6%; with 50% employer match about $45,850 at 4% or $30,567 at 6%; with 100% employer match about $34,388 at 4% or $22,925 at 6%.
200715$0$0-
Thomas Evan Morgan & Associates Inc Retirement Plan-5---
200615$299,074$16,510$3,302iApproximate average salary by contribution assumption: employee only about $82,550 at 4% or $55,033 at 6%; with 50% employer match about $55,033 at 4% or $36,689 at 6%; with 100% employer match about $41,275 at 4% or $27,517 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$299,074$16,510$3,302iApproximate average salary by contribution assumption: employee only about $82,550 at 4% or $55,033 at 6%; with 50% employer match about $55,033 at 4% or $36,689 at 6%; with 100% employer match about $41,275 at 4% or $27,517 at 6%.
200516$251,745$15,710$2,618iApproximate average salary by contribution assumption: employee only about $65,458 at 4% or $43,639 at 6%; with 50% employer match about $43,639 at 4% or $29,093 at 6%; with 100% employer match about $32,729 at 4% or $21,819 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-6$251,745$15,710$2,618iApproximate average salary by contribution assumption: employee only about $65,458 at 4% or $43,639 at 6%; with 50% employer match about $43,639 at 4% or $29,093 at 6%; with 100% employer match about $32,729 at 4% or $21,819 at 6%.
200416$224,019$12,745$2,124iApproximate average salary by contribution assumption: employee only about $53,104 at 4% or $35,403 at 6%; with 50% employer match about $35,403 at 4% or $23,602 at 6%; with 100% employer match about $26,552 at 4% or $17,701 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-6$224,019$12,745$2,124iApproximate average salary by contribution assumption: employee only about $53,104 at 4% or $35,403 at 6%; with 50% employer match about $35,403 at 4% or $23,602 at 6%; with 100% employer match about $26,552 at 4% or $17,701 at 6%.
200216$155,247$16,510$2,752iApproximate average salary by contribution assumption: employee only about $68,792 at 4% or $45,861 at 6%; with 50% employer match about $45,861 at 4% or $30,574 at 6%; with 100% employer match about $34,396 at 4% or $22,931 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-6$155,247$16,510$2,752iApproximate average salary by contribution assumption: employee only about $68,792 at 4% or $45,861 at 6%; with 50% employer match about $45,861 at 4% or $30,574 at 6%; with 100% employer match about $34,396 at 4% or $22,931 at 6%.
200114$152,711$20,703$5,176iApproximate average salary by contribution assumption: employee only about $129,394 at 4% or $86,263 at 6%; with 50% employer match about $86,263 at 4% or $57,508 at 6%; with 100% employer match about $64,697 at 4% or $43,131 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-4$152,711$20,703$5,176iApproximate average salary by contribution assumption: employee only about $129,394 at 4% or $86,263 at 6%; with 50% employer match about $86,263 at 4% or $57,508 at 6%; with 100% employer match about $64,697 at 4% or $43,131 at 6%.
200018$136,552$18,842$2,355iApproximate average salary by contribution assumption: employee only about $58,881 at 4% or $39,254 at 6%; with 50% employer match about $39,254 at 4% or $26,169 at 6%; with 100% employer match about $29,441 at 4% or $19,627 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-8$136,552$18,842$2,355iApproximate average salary by contribution assumption: employee only about $58,881 at 4% or $39,254 at 6%; with 50% employer match about $39,254 at 4% or $26,169 at 6%; with 100% employer match about $29,441 at 4% or $19,627 at 6%.
199915$315,642$19,105$3,821iApproximate average salary by contribution assumption: employee only about $95,525 at 4% or $63,683 at 6%; with 50% employer match about $63,683 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.
Thomas Evan Morgan & Associates Inc Retirement Plan-5$315,642$19,105$3,821iApproximate average salary by contribution assumption: employee only about $95,525 at 4% or $63,683 at 6%; with 50% employer match about $63,683 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.