The Morgeson Law Office LLC
Plan context: The Morgeson Law Office LLC 401(K) Plan
EIN 31-1809742 • Cincinnati, OH • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$1,213,159
2024 Contributions
$39,288
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $1,213,159 | $39,288 | $19,644iApproximate average salary by contribution assumption: employee only about $491,100 at 4% or $327,400 at 6%; with 50% employer match about $327,400 at 4% or $218,267 at 6%; with 100% employer match about $245,550 at 4% or $163,700 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $1,213,159 | $39,288 | $19,644iApproximate average salary by contribution assumption: employee only about $491,100 at 4% or $327,400 at 6%; with 50% employer match about $327,400 at 4% or $218,267 at 6%; with 100% employer match about $245,550 at 4% or $163,700 at 6%. |
| 2023 | 1 | 2 | $1,061,893 | $63,513 | $31,757iApproximate average salary by contribution assumption: employee only about $793,913 at 4% or $529,275 at 6%; with 50% employer match about $529,275 at 4% or $352,850 at 6%; with 100% employer match about $396,956 at 4% or $264,638 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $1,061,893 | $63,513 | $31,757iApproximate average salary by contribution assumption: employee only about $793,913 at 4% or $529,275 at 6%; with 50% employer match about $529,275 at 4% or $352,850 at 6%; with 100% employer match about $396,956 at 4% or $264,638 at 6%. |
| 2022 | 1 | 2 | $920,953 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $920,953 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2021 | 1 | 2 | $956,856 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $956,856 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2020 | 1 | 2 | $837,415 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $837,415 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2019 | 1 | 2 | $768,995 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $768,995 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2018 | 1 | 2 | $1,345,011 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $1,345,011 | $24,000 | $12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%. |
| 2017 | 1 | 2 | $1,287,463 | $53,154 | $26,577iApproximate average salary by contribution assumption: employee only about $664,425 at 4% or $442,950 at 6%; with 50% employer match about $442,950 at 4% or $295,300 at 6%; with 100% employer match about $332,213 at 4% or $221,475 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $1,287,463 | $53,154 | $26,577iApproximate average salary by contribution assumption: employee only about $664,425 at 4% or $442,950 at 6%; with 50% employer match about $442,950 at 4% or $295,300 at 6%; with 100% employer match about $332,213 at 4% or $221,475 at 6%. |
| 2016 | 1 | 2 | $1,138,485 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $1,138,485 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2015 | 1 | 3 | $1,087,884 | $99,026 | $33,009iApproximate average salary by contribution assumption: employee only about $825,217 at 4% or $550,144 at 6%; with 50% employer match about $550,144 at 4% or $366,763 at 6%; with 100% employer match about $412,608 at 4% or $275,072 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 3 | $1,087,884 | $99,026 | $33,009iApproximate average salary by contribution assumption: employee only about $825,217 at 4% or $550,144 at 6%; with 50% employer match about $550,144 at 4% or $366,763 at 6%; with 100% employer match about $412,608 at 4% or $275,072 at 6%. |
| 2014 | 1 | 3 | $967,037 | $111,858 | $37,286iApproximate average salary by contribution assumption: employee only about $932,150 at 4% or $621,433 at 6%; with 50% employer match about $621,433 at 4% or $414,289 at 6%; with 100% employer match about $466,075 at 4% or $310,717 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 3 | $967,037 | $111,858 | $37,286iApproximate average salary by contribution assumption: employee only about $932,150 at 4% or $621,433 at 6%; with 50% employer match about $621,433 at 4% or $414,289 at 6%; with 100% employer match about $466,075 at 4% or $310,717 at 6%. |
| 2013 | 1 | 2 | $811,340 | $56,395 | $28,198iApproximate average salary by contribution assumption: employee only about $704,938 at 4% or $469,958 at 6%; with 50% employer match about $469,958 at 4% or $313,306 at 6%; with 100% employer match about $352,469 at 4% or $234,979 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $811,340 | $56,395 | $28,198iApproximate average salary by contribution assumption: employee only about $704,938 at 4% or $469,958 at 6%; with 50% employer match about $469,958 at 4% or $313,306 at 6%; with 100% employer match about $352,469 at 4% or $234,979 at 6%. |
| 2012 | 1 | 3 | $712,454 | $78,714 | $26,238iApproximate average salary by contribution assumption: employee only about $655,950 at 4% or $437,300 at 6%; with 50% employer match about $437,300 at 4% or $291,533 at 6%; with 100% employer match about $327,975 at 4% or $218,650 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 3 | $712,454 | $78,714 | $26,238iApproximate average salary by contribution assumption: employee only about $655,950 at 4% or $437,300 at 6%; with 50% employer match about $437,300 at 4% or $291,533 at 6%; with 100% employer match about $327,975 at 4% or $218,650 at 6%. |
| 2011 | 1 | 3 | $605,292 | $77,732 | $25,911iApproximate average salary by contribution assumption: employee only about $647,767 at 4% or $431,844 at 6%; with 50% employer match about $431,844 at 4% or $287,896 at 6%; with 100% employer match about $323,883 at 4% or $215,922 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 3 | $605,292 | $77,732 | $25,911iApproximate average salary by contribution assumption: employee only about $647,767 at 4% or $431,844 at 6%; with 50% employer match about $431,844 at 4% or $287,896 at 6%; with 100% employer match about $323,883 at 4% or $215,922 at 6%. |
| 2010 | 1 | 3 | $501,668 | $77,487 | $25,829iApproximate average salary by contribution assumption: employee only about $645,725 at 4% or $430,483 at 6%; with 50% employer match about $430,483 at 4% or $286,989 at 6%; with 100% employer match about $322,863 at 4% or $215,242 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 3 | $501,668 | $77,487 | $25,829iApproximate average salary by contribution assumption: employee only about $645,725 at 4% or $430,483 at 6%; with 50% employer match about $430,483 at 4% or $286,989 at 6%; with 100% employer match about $322,863 at 4% or $215,242 at 6%. |
| 2009 | 1 | 2 | $407,145 | $70,244 | $35,122iApproximate average salary by contribution assumption: employee only about $878,050 at 4% or $585,367 at 6%; with 50% employer match about $585,367 at 4% or $390,244 at 6%; with 100% employer match about $439,025 at 4% or $292,683 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $407,145 | $70,244 | $35,122iApproximate average salary by contribution assumption: employee only about $878,050 at 4% or $585,367 at 6%; with 50% employer match about $585,367 at 4% or $390,244 at 6%; with 100% employer match about $439,025 at 4% or $292,683 at 6%. |
| 2008 | 1 | 2 | $309,606 | $70,921 | $35,461iApproximate average salary by contribution assumption: employee only about $886,513 at 4% or $591,008 at 6%; with 50% employer match about $591,008 at 4% or $394,006 at 6%; with 100% employer match about $443,256 at 4% or $295,504 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $309,606 | $70,921 | $35,461iApproximate average salary by contribution assumption: employee only about $886,513 at 4% or $591,008 at 6%; with 50% employer match about $591,008 at 4% or $394,006 at 6%; with 100% employer match about $443,256 at 4% or $295,504 at 6%. |
| 2007 | 1 | 2 | $274,800 | $65,164 | $32,582iApproximate average salary by contribution assumption: employee only about $814,550 at 4% or $543,033 at 6%; with 50% employer match about $543,033 at 4% or $362,022 at 6%; with 100% employer match about $407,275 at 4% or $271,517 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $274,800 | $65,164 | $32,582iApproximate average salary by contribution assumption: employee only about $814,550 at 4% or $543,033 at 6%; with 50% employer match about $543,033 at 4% or $362,022 at 6%; with 100% employer match about $407,275 at 4% or $271,517 at 6%. |
| 2006 | 1 | 2 | $178,701 | $31,160 | $15,580iApproximate average salary by contribution assumption: employee only about $389,500 at 4% or $259,667 at 6%; with 50% employer match about $259,667 at 4% or $173,111 at 6%; with 100% employer match about $194,750 at 4% or $129,833 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $178,701 | $31,160 | $15,580iApproximate average salary by contribution assumption: employee only about $389,500 at 4% or $259,667 at 6%; with 50% employer match about $259,667 at 4% or $173,111 at 6%; with 100% employer match about $194,750 at 4% or $129,833 at 6%. |
| 2005 | 1 | 2 | $126,960 | $70,180 | $35,090iApproximate average salary by contribution assumption: employee only about $877,250 at 4% or $584,833 at 6%; with 50% employer match about $584,833 at 4% or $389,889 at 6%; with 100% employer match about $438,625 at 4% or $292,417 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 2 | $126,960 | $70,180 | $35,090iApproximate average salary by contribution assumption: employee only about $877,250 at 4% or $584,833 at 6%; with 50% employer match about $584,833 at 4% or $389,889 at 6%; with 100% employer match about $438,625 at 4% or $292,417 at 6%. |
| 2004 | 1 | 3 | $56,187 | $56,187 | $18,729iApproximate average salary by contribution assumption: employee only about $468,225 at 4% or $312,150 at 6%; with 50% employer match about $312,150 at 4% or $208,100 at 6%; with 100% employer match about $234,113 at 4% or $156,075 at 6%. |
| The Morgeson Law Office LLC 401(K) Plan | - | 3 | $56,187 | $56,187 | $18,729iApproximate average salary by contribution assumption: employee only about $468,225 at 4% or $312,150 at 6%; with 50% employer match about $312,150 at 4% or $208,100 at 6%; with 100% employer match about $234,113 at 4% or $156,075 at 6%. |