Civic Intelligence

Morris & Willner Partners Inc

Plan context: Morris Willner Partners Inc 401 K Profit Sharing Plan Trust

EIN 32-0250949 • Costa Mesa, CA • 13 filings • 2 plans

1503 South Coast Dr, Ste 314Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$877,891

2024 Contributions

$71,807

Historical Graphs

Total Assets Over Time

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

$877,891$438,946$0201120182024YearValue
$877,891Latest year 2024

Participants Over Time

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

34170201120182024YearValue
34Latest year 2024

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
2024134$877,891$71,807$2,112iApproximate average salary by contribution assumption: employee only about $52,799 at 4% or $35,200 at 6%; with 50% employer match about $35,200 at 4% or $23,466 at 6%; with 100% employer match about $26,400 at 4% or $17,600 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-34$877,891$71,807$2,112iApproximate average salary by contribution assumption: employee only about $52,799 at 4% or $35,200 at 6%; with 50% employer match about $35,200 at 4% or $23,466 at 6%; with 100% employer match about $26,400 at 4% or $17,600 at 6%.
2023129$672,867$118,975$4,103iApproximate average salary by contribution assumption: employee only about $102,565 at 4% or $68,376 at 6%; with 50% employer match about $68,376 at 4% or $45,584 at 6%; with 100% employer match about $51,282 at 4% or $34,188 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-29$672,867$118,975$4,103iApproximate average salary by contribution assumption: employee only about $102,565 at 4% or $68,376 at 6%; with 50% employer match about $68,376 at 4% or $45,584 at 6%; with 100% employer match about $51,282 at 4% or $34,188 at 6%.
2022134$570,946$193,304$5,685iApproximate average salary by contribution assumption: employee only about $142,135 at 4% or $94,757 at 6%; with 50% employer match about $94,757 at 4% or $63,171 at 6%; with 100% employer match about $71,068 at 4% or $47,378 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-34$570,946$193,304$5,685iApproximate average salary by contribution assumption: employee only about $142,135 at 4% or $94,757 at 6%; with 50% employer match about $94,757 at 4% or $63,171 at 6%; with 100% employer match about $71,068 at 4% or $47,378 at 6%.
2021128$495,231$156,976$5,606iApproximate average salary by contribution assumption: employee only about $140,157 at 4% or $93,438 at 6%; with 50% employer match about $93,438 at 4% or $62,292 at 6%; with 100% employer match about $70,079 at 4% or $46,719 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-28$495,231$156,976$5,606iApproximate average salary by contribution assumption: employee only about $140,157 at 4% or $93,438 at 6%; with 50% employer match about $93,438 at 4% or $62,292 at 6%; with 100% employer match about $70,079 at 4% or $46,719 at 6%.
2020121$295,998$123,511$5,881iApproximate average salary by contribution assumption: employee only about $147,037 at 4% or $98,025 at 6%; with 50% employer match about $98,025 at 4% or $65,350 at 6%; with 100% employer match about $73,518 at 4% or $49,012 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-21$295,998$123,511$5,881iApproximate average salary by contribution assumption: employee only about $147,037 at 4% or $98,025 at 6%; with 50% employer match about $98,025 at 4% or $65,350 at 6%; with 100% employer match about $73,518 at 4% or $49,012 at 6%.
2019116$282,269$35,582$2,224iApproximate average salary by contribution assumption: employee only about $55,597 at 4% or $37,065 at 6%; with 50% employer match about $37,065 at 4% or $24,710 at 6%; with 100% employer match about $27,798 at 4% or $18,532 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-16$282,269$35,582$2,224iApproximate average salary by contribution assumption: employee only about $55,597 at 4% or $37,065 at 6%; with 50% employer match about $37,065 at 4% or $24,710 at 6%; with 100% employer match about $27,798 at 4% or $18,532 at 6%.
2018116$301,944$41,208$2,576iApproximate average salary by contribution assumption: employee only about $64,388 at 4% or $42,925 at 6%; with 50% employer match about $42,925 at 4% or $28,617 at 6%; with 100% employer match about $32,194 at 4% or $21,463 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-16$301,944$41,208$2,576iApproximate average salary by contribution assumption: employee only about $64,388 at 4% or $42,925 at 6%; with 50% employer match about $42,925 at 4% or $28,617 at 6%; with 100% employer match about $32,194 at 4% or $21,463 at 6%.
2016114$432,332$249,970$17,855iApproximate average salary by contribution assumption: employee only about $446,375 at 4% or $297,583 at 6%; with 50% employer match about $297,583 at 4% or $198,389 at 6%; with 100% employer match about $223,188 at 4% or $148,792 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-14$432,332$249,970$17,855iApproximate average salary by contribution assumption: employee only about $446,375 at 4% or $297,583 at 6%; with 50% employer match about $297,583 at 4% or $198,389 at 6%; with 100% employer match about $223,188 at 4% or $148,792 at 6%.
2015112$247,837$119,700$9,975iApproximate average salary by contribution assumption: employee only about $249,375 at 4% or $166,250 at 6%; with 50% employer match about $166,250 at 4% or $110,833 at 6%; with 100% employer match about $124,688 at 4% or $83,125 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-12$247,837$119,700$9,975iApproximate average salary by contribution assumption: employee only about $249,375 at 4% or $166,250 at 6%; with 50% employer match about $166,250 at 4% or $110,833 at 6%; with 100% employer match about $124,688 at 4% or $83,125 at 6%.
201419$224,054$81,891$9,099iApproximate average salary by contribution assumption: employee only about $227,475 at 4% or $151,650 at 6%; with 50% employer match about $151,650 at 4% or $101,100 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-9$224,054$81,891$9,099iApproximate average salary by contribution assumption: employee only about $227,475 at 4% or $151,650 at 6%; with 50% employer match about $151,650 at 4% or $101,100 at 6%; with 100% employer match about $113,738 at 4% or $75,825 at 6%.
201318$187,462$99,178$12,397iApproximate average salary by contribution assumption: employee only about $309,931 at 4% or $206,621 at 6%; with 50% employer match about $206,621 at 4% or $137,747 at 6%; with 100% employer match about $154,966 at 4% or $103,310 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-8$187,462$99,178$12,397iApproximate average salary by contribution assumption: employee only about $309,931 at 4% or $206,621 at 6%; with 50% employer match about $206,621 at 4% or $137,747 at 6%; with 100% employer match about $154,966 at 4% or $103,310 at 6%.
201217$117,634$81,717$11,674iApproximate average salary by contribution assumption: employee only about $291,846 at 4% or $194,564 at 6%; with 50% employer match about $194,564 at 4% or $129,710 at 6%; with 100% employer match about $145,923 at 4% or $97,282 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-7$117,634$81,717$11,674iApproximate average salary by contribution assumption: employee only about $291,846 at 4% or $194,564 at 6%; with 50% employer match about $194,564 at 4% or $129,710 at 6%; with 100% employer match about $145,923 at 4% or $97,282 at 6%.
201114$46,637$50,845$12,711iApproximate average salary by contribution assumption: employee only about $317,781 at 4% or $211,854 at 6%; with 50% employer match about $211,854 at 4% or $141,236 at 6%; with 100% employer match about $158,891 at 4% or $105,927 at 6%.
Morris Willner Partners Inc 401 K Profit Sharing Plan Trust-4$46,637$50,845$12,711iApproximate average salary by contribution assumption: employee only about $317,781 at 4% or $211,854 at 6%; with 50% employer match about $211,854 at 4% or $141,236 at 6%; with 100% employer match about $158,891 at 4% or $105,927 at 6%.