Civic Intelligence

Morey & Upton LLP

Plan context: Morey & Upton LLP Profit Sharing Plan

EIN 33-0647479 • Costa Mesa, CA • 26 filings • 2 plans

611 Anton Blvd., Suite 800Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$5,244,848

2024 Contributions

$183,206

Historical Graphs

Total Assets Over Time

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

$5,244,848$2,622,424$0199920142024YearValue
$5,244,848Latest year 2024

Participants Over Time

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

37190199920122024YearValue
37Latest 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
2024137$5,244,848$183,206$4,952iApproximate average salary by contribution assumption: employee only about $123,788 at 4% or $82,525 at 6%; with 50% employer match about $82,525 at 4% or $55,017 at 6%; with 100% employer match about $61,894 at 4% or $41,263 at 6%.
Morey & Upton LLP Profit Sharing Plan-37$5,244,848$183,206$4,952iApproximate average salary by contribution assumption: employee only about $123,788 at 4% or $82,525 at 6%; with 50% employer match about $82,525 at 4% or $55,017 at 6%; with 100% employer match about $61,894 at 4% or $41,263 at 6%.
2023134$4,726,203$133,627$3,930iApproximate average salary by contribution assumption: employee only about $98,255 at 4% or $65,503 at 6%; with 50% employer match about $65,503 at 4% or $43,669 at 6%; with 100% employer match about $49,128 at 4% or $32,752 at 6%.
Morey & Upton LLP Profit Sharing Plan-34$4,726,203$133,627$3,930iApproximate average salary by contribution assumption: employee only about $98,255 at 4% or $65,503 at 6%; with 50% employer match about $65,503 at 4% or $43,669 at 6%; with 100% employer match about $49,128 at 4% or $32,752 at 6%.
2022134$4,296,835$249,328$7,333iApproximate average salary by contribution assumption: employee only about $183,329 at 4% or $122,220 at 6%; with 50% employer match about $122,220 at 4% or $81,480 at 6%; with 100% employer match about $91,665 at 4% or $61,110 at 6%.
Morey & Upton LLP Profit Sharing Plan-34$4,296,835$249,328$7,333iApproximate average salary by contribution assumption: employee only about $183,329 at 4% or $122,220 at 6%; with 50% employer match about $122,220 at 4% or $81,480 at 6%; with 100% employer match about $91,665 at 4% or $61,110 at 6%.
2021135$4,450,192$212,698$6,077iApproximate average salary by contribution assumption: employee only about $151,927 at 4% or $101,285 at 6%; with 50% employer match about $101,285 at 4% or $67,523 at 6%; with 100% employer match about $75,964 at 4% or $50,642 at 6%.
Morey & Upton LLP Profit Sharing Plan-35$4,450,192$212,698$6,077iApproximate average salary by contribution assumption: employee only about $151,927 at 4% or $101,285 at 6%; with 50% employer match about $101,285 at 4% or $67,523 at 6%; with 100% employer match about $75,964 at 4% or $50,642 at 6%.
2020127$4,012,694$203,942$7,553iApproximate average salary by contribution assumption: employee only about $188,835 at 4% or $125,890 at 6%; with 50% employer match about $125,890 at 4% or $83,927 at 6%; with 100% employer match about $94,418 at 4% or $62,945 at 6%.
Morey & Upton LLP Profit Sharing Plan-27$4,012,694$203,942$7,553iApproximate average salary by contribution assumption: employee only about $188,835 at 4% or $125,890 at 6%; with 50% employer match about $125,890 at 4% or $83,927 at 6%; with 100% employer match about $94,418 at 4% or $62,945 at 6%.
2019120$3,561,050$164,145$8,207iApproximate average salary by contribution assumption: employee only about $205,181 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
Morey & Upton LLP Profit Sharing Plan-20$3,561,050$164,145$8,207iApproximate average salary by contribution assumption: employee only about $205,181 at 4% or $136,788 at 6%; with 50% employer match about $136,788 at 4% or $91,192 at 6%; with 100% employer match about $102,591 at 4% or $68,394 at 6%.
2018117$2,881,606$166,216$9,777iApproximate average salary by contribution assumption: employee only about $244,435 at 4% or $162,957 at 6%; with 50% employer match about $162,957 at 4% or $108,638 at 6%; with 100% employer match about $122,218 at 4% or $81,478 at 6%.
Morey & Upton LLP Profit Sharing Plan-17$2,881,606$166,216$9,777iApproximate average salary by contribution assumption: employee only about $244,435 at 4% or $162,957 at 6%; with 50% employer match about $162,957 at 4% or $108,638 at 6%; with 100% employer match about $122,218 at 4% or $81,478 at 6%.
2017114$2,828,531$165,540$11,824iApproximate average salary by contribution assumption: employee only about $295,607 at 4% or $197,071 at 6%; with 50% employer match about $197,071 at 4% or $131,381 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%.
Morey & Upton LLP Profit Sharing Plan-14$2,828,531$165,540$11,824iApproximate average salary by contribution assumption: employee only about $295,607 at 4% or $197,071 at 6%; with 50% employer match about $197,071 at 4% or $131,381 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%.
201619$2,373,332$155,513$17,279iApproximate average salary by contribution assumption: employee only about $431,981 at 4% or $287,987 at 6%; with 50% employer match about $287,987 at 4% or $191,991 at 6%; with 100% employer match about $215,990 at 4% or $143,994 at 6%.
Morey & Upton LLP Profit Sharing Plan-9$2,373,332$155,513$17,279iApproximate average salary by contribution assumption: employee only about $431,981 at 4% or $287,987 at 6%; with 50% employer match about $287,987 at 4% or $191,991 at 6%; with 100% employer match about $215,990 at 4% or $143,994 at 6%.
201519$2,060,775$140,317$15,591iApproximate average salary by contribution assumption: employee only about $389,769 at 4% or $259,846 at 6%; with 50% employer match about $259,846 at 4% or $173,231 at 6%; with 100% employer match about $194,885 at 4% or $129,923 at 6%.
Morey & Upton LLP Profit Sharing Plan-9$2,060,775$140,317$15,591iApproximate average salary by contribution assumption: employee only about $389,769 at 4% or $259,846 at 6%; with 50% employer match about $259,846 at 4% or $173,231 at 6%; with 100% employer match about $194,885 at 4% or $129,923 at 6%.
201418$1,960,891$130,345$16,293iApproximate average salary by contribution assumption: employee only about $407,328 at 4% or $271,552 at 6%; with 50% employer match about $271,552 at 4% or $181,035 at 6%; with 100% employer match about $203,664 at 4% or $135,776 at 6%.
Morey & Upton LLP Profit Sharing Plan-8$1,960,891$130,345$16,293iApproximate average salary by contribution assumption: employee only about $407,328 at 4% or $271,552 at 6%; with 50% employer match about $271,552 at 4% or $181,035 at 6%; with 100% employer match about $203,664 at 4% or $135,776 at 6%.
2013112$1,738,035$122,290$10,191iApproximate average salary by contribution assumption: employee only about $254,771 at 4% or $169,847 at 6%; with 50% employer match about $169,847 at 4% or $113,231 at 6%; with 100% employer match about $127,385 at 4% or $84,924 at 6%.
Morey & Upton LLP Profit Sharing Plan-12$1,738,035$122,290$10,191iApproximate average salary by contribution assumption: employee only about $254,771 at 4% or $169,847 at 6%; with 50% employer match about $169,847 at 4% or $113,231 at 6%; with 100% employer match about $127,385 at 4% or $84,924 at 6%.
201218$1,372,093$120,090$15,011iApproximate average salary by contribution assumption: employee only about $375,281 at 4% or $250,188 at 6%; with 50% employer match about $250,188 at 4% or $166,792 at 6%; with 100% employer match about $187,641 at 4% or $125,094 at 6%.
Morey & Upton LLP Profit Sharing Plan-8$1,372,093$120,090$15,011iApproximate average salary by contribution assumption: employee only about $375,281 at 4% or $250,188 at 6%; with 50% employer match about $250,188 at 4% or $166,792 at 6%; with 100% employer match about $187,641 at 4% or $125,094 at 6%.
201117$1,147,253$108,842$15,549iApproximate average salary by contribution assumption: employee only about $388,721 at 4% or $259,148 at 6%; with 50% employer match about $259,148 at 4% or $172,765 at 6%; with 100% employer match about $194,361 at 4% or $129,574 at 6%.
Morey & Upton LLP Profit Sharing Plan-7$1,147,253$108,842$15,549iApproximate average salary by contribution assumption: employee only about $388,721 at 4% or $259,148 at 6%; with 50% employer match about $259,148 at 4% or $172,765 at 6%; with 100% employer match about $194,361 at 4% or $129,574 at 6%.
201018$1,063,866$47,726$5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,429 at 6%; with 50% employer match about $99,429 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%.
Morey & Upton LLP Profit Sharing Plan-8$1,063,866$47,726$5,966iApproximate average salary by contribution assumption: employee only about $149,144 at 4% or $99,429 at 6%; with 50% employer match about $99,429 at 4% or $66,286 at 6%; with 100% employer match about $74,572 at 4% or $49,715 at 6%.
200916$954,853$87,014$14,502iApproximate average salary by contribution assumption: employee only about $362,558 at 4% or $241,706 at 6%; with 50% employer match about $241,706 at 4% or $161,137 at 6%; with 100% employer match about $181,279 at 4% or $120,853 at 6%.
Morey & Upton LLP Profit Sharing Plan-6$954,853$87,014$14,502iApproximate average salary by contribution assumption: employee only about $362,558 at 4% or $241,706 at 6%; with 50% employer match about $241,706 at 4% or $161,137 at 6%; with 100% employer match about $181,279 at 4% or $120,853 at 6%.
200814$0$0-
Morey & Upton LLP Profit Sharing Plan-4---
200714$0$0-
Morey & Upton LLP Profit Sharing Plan-4---
200613$729,645$95,325$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
Morey & Upton LLP Profit Sharing Plan-3$729,645$95,325$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
200516$577,529$95,342$15,890iApproximate average salary by contribution assumption: employee only about $397,258 at 4% or $264,839 at 6%; with 50% employer match about $264,839 at 4% or $176,559 at 6%; with 100% employer match about $198,629 at 4% or $132,419 at 6%.
Morey & Upton LLP Profit Sharing Plan-6$577,529$95,342$15,890iApproximate average salary by contribution assumption: employee only about $397,258 at 4% or $264,839 at 6%; with 50% employer match about $264,839 at 4% or $176,559 at 6%; with 100% employer match about $198,629 at 4% or $132,419 at 6%.
200412$467,869$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Morey & Upton LLP Profit Sharing Plan-2$467,869$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200312$316,035$52,562$26,281iApproximate average salary by contribution assumption: employee only about $657,025 at 4% or $438,017 at 6%; with 50% employer match about $438,017 at 4% or $292,011 at 6%; with 100% employer match about $328,513 at 4% or $219,008 at 6%.
Morey & Upton LLP Profit Sharing Plan-2$316,035$52,562$26,281iApproximate average salary by contribution assumption: employee only about $657,025 at 4% or $438,017 at 6%; with 50% employer match about $438,017 at 4% or $292,011 at 6%; with 100% employer match about $328,513 at 4% or $219,008 at 6%.
200212$0$0-
Morey & Upton LLP Profit Sharing Plan-2---
200113$0$0-
Morey & Upton LLP Profit Sharing Plan-3---
200012$0$0-
Morey & Upton LLP Profit Sharing Plan-2---
199912$212,536$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Morey & Upton LLP Profit Sharing Plan-2$212,536$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.