Civic Intelligence

S. G. Morris Company

Plan context: S. G. Morris Company Employee Stock Ownership Plan and Trust

EIN 34-6522428 • Cleveland, OH • 27 filings • 6 plans

699 Miner RdCleveland, OH 44143-2115
Current Snapshot

Latest Year

2018

2018 Participants

62

2018 Assets

$7,466,912

2018 Contributions

$332,840

Historical Graphs

Total Assets Over Time

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

$22,477,452$11,238,726$0199920112017YearValue
$7,466,912Latest year 2017

Participants Over Time

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

62310199920082016YearValue
62Latest year 2016

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
201810$0$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-0---
201710$7,466,912$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-0$7,466,912--
2016162$7,462,048$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-62$7,462,048--
201520$7,568,188$332,840-
S. G. Morris Company Employee Stock Ownership Plan and Trust-0$7,568,188$280,132-
S. G. Morris Company 401K Savings Plan-0$0$52,708-
2014257$22,477,452$942,542$16,536iApproximate average salary by contribution assumption: employee only about $413,396 at 4% or $275,597 at 6%; with 50% employer match about $275,597 at 4% or $183,731 at 6%; with 100% employer match about $206,698 at 4% or $137,799 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-57$21,425,496$762,229$13,372iApproximate average salary by contribution assumption: employee only about $334,311 at 4% or $222,874 at 6%; with 50% employer match about $222,874 at 4% or $148,583 at 6%; with 100% employer match about $167,155 at 4% or $111,437 at 6%.
S. G. Morris Company 401K Savings Plan-28$1,051,956$180,313$6,440iApproximate average salary by contribution assumption: employee only about $160,994 at 4% or $107,329 at 6%; with 50% employer match about $107,329 at 4% or $71,553 at 6%; with 100% employer match about $80,497 at 4% or $53,665 at 6%.
2013260$21,308,276$895,291$14,922iApproximate average salary by contribution assumption: employee only about $373,038 at 4% or $248,692 at 6%; with 50% employer match about $248,692 at 4% or $165,795 at 6%; with 100% employer match about $186,519 at 4% or $124,346 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-60$20,400,407$767,427$12,790iApproximate average salary by contribution assumption: employee only about $319,761 at 4% or $213,174 at 6%; with 50% employer match about $213,174 at 4% or $142,116 at 6%; with 100% employer match about $159,881 at 4% or $106,587 at 6%.
S. G. Morris Company 401K Savings Plan-29$907,869$127,864$4,409iApproximate average salary by contribution assumption: employee only about $110,228 at 4% or $73,485 at 6%; with 50% employer match about $73,485 at 4% or $48,990 at 6%; with 100% employer match about $55,114 at 4% or $36,743 at 6%.
2012250$20,552,512$827,941$16,559iApproximate average salary by contribution assumption: employee only about $413,971 at 4% or $275,980 at 6%; with 50% employer match about $275,980 at 4% or $183,987 at 6%; with 100% employer match about $206,985 at 4% or $137,990 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-50$19,852,766$726,558$14,531iApproximate average salary by contribution assumption: employee only about $363,279 at 4% or $242,186 at 6%; with 50% employer match about $242,186 at 4% or $161,457 at 6%; with 100% employer match about $181,640 at 4% or $121,093 at 6%.
S. G. Morris Company 401K Savings Plan-28$699,746$101,383$3,621iApproximate average salary by contribution assumption: employee only about $90,521 at 4% or $60,347 at 6%; with 50% employer match about $60,347 at 4% or $40,231 at 6%; with 100% employer match about $45,260 at 4% or $30,174 at 6%.
2011250$20,163,192$847,654$16,953iApproximate average salary by contribution assumption: employee only about $423,827 at 4% or $282,551 at 6%; with 50% employer match about $282,551 at 4% or $188,368 at 6%; with 100% employer match about $211,914 at 4% or $141,276 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-50$19,647,065$715,088$14,302iApproximate average salary by contribution assumption: employee only about $357,544 at 4% or $238,363 at 6%; with 50% employer match about $238,363 at 4% or $158,908 at 6%; with 100% employer match about $178,772 at 4% or $119,181 at 6%.
S. G. Morris Company 401K Savings Plan-29$516,127$132,566$4,571iApproximate average salary by contribution assumption: employee only about $114,281 at 4% or $76,187 at 6%; with 50% employer match about $76,187 at 4% or $50,792 at 6%; with 100% employer match about $57,141 at 4% or $38,094 at 6%.
2010248$20,244,534$709,353$14,778iApproximate average salary by contribution assumption: employee only about $369,455 at 4% or $246,303 at 6%; with 50% employer match about $246,303 at 4% or $164,202 at 6%; with 100% employer match about $184,727 at 4% or $123,152 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-48$19,836,920$613,092$12,773iApproximate average salary by contribution assumption: employee only about $319,319 at 4% or $212,879 at 6%; with 50% employer match about $212,879 at 4% or $141,919 at 6%; with 100% employer match about $159,659 at 4% or $106,440 at 6%.
S. G. Morris Company 401K Savings Plan-27$407,614$96,261$3,565iApproximate average salary by contribution assumption: employee only about $89,131 at 4% or $59,420 at 6%; with 50% employer match about $59,420 at 4% or $39,614 at 6%; with 100% employer match about $44,565 at 4% or $29,710 at 6%.
2009249$18,103,316$693,296$14,149iApproximate average salary by contribution assumption: employee only about $353,722 at 4% or $235,815 at 6%; with 50% employer match about $235,815 at 4% or $157,210 at 6%; with 100% employer match about $176,861 at 4% or $117,907 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-49$17,842,106$570,610$11,645iApproximate average salary by contribution assumption: employee only about $291,128 at 4% or $194,085 at 6%; with 50% employer match about $194,085 at 4% or $129,390 at 6%; with 100% employer match about $145,564 at 4% or $97,043 at 6%.
S. G. Morris Company 401K Savings Plan-30$261,210$122,686$4,090iApproximate average salary by contribution assumption: employee only about $102,238 at 4% or $68,159 at 6%; with 50% employer match about $68,159 at 4% or $45,439 at 6%; with 100% employer match about $51,119 at 4% or $34,079 at 6%.
2008258$32,051$31,327$540iApproximate average salary by contribution assumption: employee only about $13,503 at 4% or $9,002 at 6%; with 50% employer match about $9,002 at 4% or $6,001 at 6%; with 100% employer match about $6,752 at 4% or $4,501 at 6%.
S. G. Morris Company 401K Savings Plan-58$32,051$31,327$540iApproximate average salary by contribution assumption: employee only about $13,503 at 4% or $9,002 at 6%; with 50% employer match about $9,002 at 4% or $6,001 at 6%; with 100% employer match about $6,752 at 4% or $4,501 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-55---
2006151$18,753,047$643,835$12,624iApproximate average salary by contribution assumption: employee only about $315,605 at 4% or $210,404 at 6%; with 50% employer match about $210,404 at 4% or $140,269 at 6%; with 100% employer match about $157,803 at 4% or $105,202 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-51$18,753,047$643,835$12,624iApproximate average salary by contribution assumption: employee only about $315,605 at 4% or $210,404 at 6%; with 50% employer match about $210,404 at 4% or $140,269 at 6%; with 100% employer match about $157,803 at 4% or $105,202 at 6%.
2005150$16,676,913$601,567$12,031iApproximate average salary by contribution assumption: employee only about $300,784 at 4% or $200,522 at 6%; with 50% employer match about $200,522 at 4% or $133,682 at 6%; with 100% employer match about $150,392 at 4% or $100,261 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-50$16,676,913$601,567$12,031iApproximate average salary by contribution assumption: employee only about $300,784 at 4% or $200,522 at 6%; with 50% employer match about $200,522 at 4% or $133,682 at 6%; with 100% employer match about $150,392 at 4% or $100,261 at 6%.
2004150$14,206,344$552,225$11,045iApproximate average salary by contribution assumption: employee only about $276,113 at 4% or $184,075 at 6%; with 50% employer match about $184,075 at 4% or $122,717 at 6%; with 100% employer match about $138,056 at 4% or $92,038 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-50$14,206,344$552,225$11,045iApproximate average salary by contribution assumption: employee only about $276,113 at 4% or $184,075 at 6%; with 50% employer match about $184,075 at 4% or $122,717 at 6%; with 100% employer match about $138,056 at 4% or $92,038 at 6%.
2003154$0$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-54---
2002152$0$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-52---
2001153$0$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-53---
2000156$0$0-
S. G. Morris Company Employee Stock Ownership Plan and Trust-56---
1999156$12,768,210$563,843$10,069iApproximate average salary by contribution assumption: employee only about $251,716 at 4% or $167,810 at 6%; with 50% employer match about $167,810 at 4% or $111,874 at 6%; with 100% employer match about $125,858 at 4% or $83,905 at 6%.
S. G. Morris Company Employee Stock Ownership Plan and Trust-56$12,768,210$563,843$10,069iApproximate average salary by contribution assumption: employee only about $251,716 at 4% or $167,810 at 6%; with 50% employer match about $167,810 at 4% or $111,874 at 6%; with 100% employer match about $125,858 at 4% or $83,905 at 6%.