Civic Intelligence

Morningstar Partners, L.P.

Plan context: Morningstar Partners, L.P. Employees' 401(K) Plan

EIN 32-0368858 • Fort Worth, TX • 19 filings • 2 plans

400 West 7th StreetFort Worth, TX 76102
Current Snapshot

Latest Year

2022

2022 Participants

177

2022 Assets

$20,198,753

2022 Contributions

$2,355,361

Historical Graphs

Total Assets Over Time

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

$24,323,151$12,161,576$0201320182022YearValue
$20,198,753Latest year 2022

Participants Over Time

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

3131570201320182022YearValue
177Latest year 2022

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
20222177$20,198,753$2,355,361$13,307iApproximate average salary by contribution assumption: employee only about $332,678 at 4% or $221,785 at 6%; with 50% employer match about $221,785 at 4% or $147,857 at 6%; with 100% employer match about $166,339 at 4% or $110,893 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-177$20,198,753$2,355,361$13,307iApproximate average salary by contribution assumption: employee only about $332,678 at 4% or $221,785 at 6%; with 50% employer match about $221,785 at 4% or $147,857 at 6%; with 100% employer match about $166,339 at 4% or $110,893 at 6%.
Morningstar Partners-177---
20212168$24,323,151$2,511,461$14,949iApproximate average salary by contribution assumption: employee only about $373,729 at 4% or $249,153 at 6%; with 50% employer match about $249,153 at 4% or $166,102 at 6%; with 100% employer match about $186,865 at 4% or $124,576 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-153$24,323,151$2,511,461$16,415iApproximate average salary by contribution assumption: employee only about $410,369 at 4% or $273,580 at 6%; with 50% employer match about $273,580 at 4% or $182,386 at 6%; with 100% employer match about $205,185 at 4% or $136,790 at 6%.
Morningstar Partners-168---
20202234$22,530,821$2,778,750$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-234$22,530,821$2,778,750$11,875iApproximate average salary by contribution assumption: employee only about $296,875 at 4% or $197,917 at 6%; with 50% employer match about $197,917 at 4% or $131,944 at 6%; with 100% employer match about $148,438 at 4% or $98,958 at 6%.
Morningstar Partners-167---
20192276$19,209,924$4,793,525$17,368iApproximate average salary by contribution assumption: employee only about $434,196 at 4% or $289,464 at 6%; with 50% employer match about $289,464 at 4% or $192,976 at 6%; with 100% employer match about $217,098 at 4% or $144,732 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-276$19,209,924$4,793,525$17,368iApproximate average salary by contribution assumption: employee only about $434,196 at 4% or $289,464 at 6%; with 50% employer match about $289,464 at 4% or $192,976 at 6%; with 100% employer match about $217,098 at 4% or $144,732 at 6%.
Morningstar Partners-228---
20182313$12,317,086$4,811,865$15,373iApproximate average salary by contribution assumption: employee only about $384,334 at 4% or $256,223 at 6%; with 50% employer match about $256,223 at 4% or $170,815 at 6%; with 100% employer match about $192,167 at 4% or $128,111 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-313$12,317,086$4,811,865$15,373iApproximate average salary by contribution assumption: employee only about $384,334 at 4% or $256,223 at 6%; with 50% employer match about $256,223 at 4% or $170,815 at 6%; with 100% employer match about $192,167 at 4% or $128,111 at 6%.
Morningstar Partners-312---
20172298$10,222,812$2,665,423$8,944iApproximate average salary by contribution assumption: employee only about $223,609 at 4% or $149,073 at 6%; with 50% employer match about $149,073 at 4% or $99,382 at 6%; with 100% employer match about $111,805 at 4% or $74,536 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-234$10,222,812$2,665,423$11,391iApproximate average salary by contribution assumption: employee only about $284,767 at 4% or $189,845 at 6%; with 50% employer match about $189,845 at 4% or $126,563 at 6%; with 100% employer match about $142,384 at 4% or $94,922 at 6%.
Morningstar Partners-298---
20162196$6,471,731$2,012,347$10,267iApproximate average salary by contribution assumption: employee only about $256,677 at 4% or $171,118 at 6%; with 50% employer match about $171,118 at 4% or $114,079 at 6%; with 100% employer match about $128,338 at 4% or $85,559 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-179$6,471,731$2,012,347$11,242iApproximate average salary by contribution assumption: employee only about $281,054 at 4% or $187,369 at 6%; with 50% employer match about $187,369 at 4% or $124,913 at 6%; with 100% employer match about $140,527 at 4% or $93,685 at 6%.
Morningstar Partners-196---
20152167$4,135,393$1,578,714$9,453iApproximate average salary by contribution assumption: employee only about $236,334 at 4% or $157,556 at 6%; with 50% employer match about $157,556 at 4% or $105,038 at 6%; with 100% employer match about $118,167 at 4% or $78,778 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-150$4,135,393$1,578,714$10,525iApproximate average salary by contribution assumption: employee only about $263,119 at 4% or $175,413 at 6%; with 50% employer match about $175,413 at 4% or $116,942 at 6%; with 100% employer match about $131,560 at 4% or $87,706 at 6%.
Morningstar Partners-167---
20142167$2,643,986$1,244,192$7,450iApproximate average salary by contribution assumption: employee only about $186,256 at 4% or $124,171 at 6%; with 50% employer match about $124,171 at 4% or $82,781 at 6%; with 100% employer match about $93,128 at 4% or $62,085 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-106$2,643,986$1,244,192$11,738iApproximate average salary by contribution assumption: employee only about $293,442 at 4% or $195,628 at 6%; with 50% employer match about $195,628 at 4% or $130,418 at 6%; with 100% employer match about $146,721 at 4% or $97,814 at 6%.
Morningstar Partners-167---
2013162$1,334,526$1,216,348$19,619iApproximate average salary by contribution assumption: employee only about $490,463 at 4% or $326,975 at 6%; with 50% employer match about $326,975 at 4% or $217,984 at 6%; with 100% employer match about $245,231 at 4% or $163,488 at 6%.
Morningstar Partners, L.P. Employees' 401(K) Plan-62$1,334,526$1,216,348$19,619iApproximate average salary by contribution assumption: employee only about $490,463 at 4% or $326,975 at 6%; with 50% employer match about $326,975 at 4% or $217,984 at 6%; with 100% employer match about $245,231 at 4% or $163,488 at 6%.