The Burton D. Morgan Foundation Inc
Plan context: The Burton D Morgan Foundation Savings Plan
EIN 34-6598971 • Hudson, OH • 21 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,031,924
2024 Contributions
$204,829
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 | 12 | $3,031,924 | $204,829 | $17,069iApproximate average salary by contribution assumption: employee only about $426,727 at 4% or $284,485 at 6%; with 50% employer match about $284,485 at 4% or $189,656 at 6%; with 100% employer match about $213,364 at 4% or $142,242 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 12 | $3,031,924 | $204,829 | $17,069iApproximate average salary by contribution assumption: employee only about $426,727 at 4% or $284,485 at 6%; with 50% employer match about $284,485 at 4% or $189,656 at 6%; with 100% employer match about $213,364 at 4% or $142,242 at 6%. |
| 2023 | 1 | 11 | $2,482,028 | $286,178 | $26,016iApproximate average salary by contribution assumption: employee only about $650,405 at 4% or $433,603 at 6%; with 50% employer match about $433,603 at 4% or $289,069 at 6%; with 100% employer match about $325,202 at 4% or $216,802 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $2,482,028 | $286,178 | $26,016iApproximate average salary by contribution assumption: employee only about $650,405 at 4% or $433,603 at 6%; with 50% employer match about $433,603 at 4% or $289,069 at 6%; with 100% employer match about $325,202 at 4% or $216,802 at 6%. |
| 2022 | 1 | 9 | $3,296,907 | $173,905 | $19,323iApproximate average salary by contribution assumption: employee only about $483,069 at 4% or $322,046 at 6%; with 50% employer match about $322,046 at 4% or $214,698 at 6%; with 100% employer match about $241,535 at 4% or $161,023 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 9 | $3,296,907 | $173,905 | $19,323iApproximate average salary by contribution assumption: employee only about $483,069 at 4% or $322,046 at 6%; with 50% employer match about $322,046 at 4% or $214,698 at 6%; with 100% employer match about $241,535 at 4% or $161,023 at 6%. |
| 2021 | 1 | 11 | $4,297,761 | $177,533 | $16,139iApproximate average salary by contribution assumption: employee only about $403,484 at 4% or $268,989 at 6%; with 50% employer match about $268,989 at 4% or $179,326 at 6%; with 100% employer match about $201,742 at 4% or $134,495 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $4,297,761 | $177,533 | $16,139iApproximate average salary by contribution assumption: employee only about $403,484 at 4% or $268,989 at 6%; with 50% employer match about $268,989 at 4% or $179,326 at 6%; with 100% employer match about $201,742 at 4% or $134,495 at 6%. |
| 2020 | 1 | 11 | $3,587,692 | $203,839 | $18,531iApproximate average salary by contribution assumption: employee only about $463,270 at 4% or $308,847 at 6%; with 50% employer match about $308,847 at 4% or $205,898 at 6%; with 100% employer match about $231,635 at 4% or $154,423 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $3,587,692 | $203,839 | $18,531iApproximate average salary by contribution assumption: employee only about $463,270 at 4% or $308,847 at 6%; with 50% employer match about $308,847 at 4% or $205,898 at 6%; with 100% employer match about $231,635 at 4% or $154,423 at 6%. |
| 2019 | 1 | 12 | $2,934,463 | $160,116 | $13,343iApproximate average salary by contribution assumption: employee only about $333,575 at 4% or $222,383 at 6%; with 50% employer match about $222,383 at 4% or $148,256 at 6%; with 100% employer match about $166,788 at 4% or $111,192 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 12 | $2,934,463 | $160,116 | $13,343iApproximate average salary by contribution assumption: employee only about $333,575 at 4% or $222,383 at 6%; with 50% employer match about $222,383 at 4% or $148,256 at 6%; with 100% employer match about $166,788 at 4% or $111,192 at 6%. |
| 2018 | 1 | 11 | $2,251,418 | $134,990 | $12,272iApproximate average salary by contribution assumption: employee only about $306,795 at 4% or $204,530 at 6%; with 50% employer match about $204,530 at 4% or $136,354 at 6%; with 100% employer match about $153,398 at 4% or $102,265 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $2,251,418 | $134,990 | $12,272iApproximate average salary by contribution assumption: employee only about $306,795 at 4% or $204,530 at 6%; with 50% employer match about $204,530 at 4% or $136,354 at 6%; with 100% employer match about $153,398 at 4% or $102,265 at 6%. |
| 2017 | 1 | 11 | $2,237,024 | $131,945 | $11,995iApproximate average salary by contribution assumption: employee only about $299,875 at 4% or $199,917 at 6%; with 50% employer match about $199,917 at 4% or $133,278 at 6%; with 100% employer match about $149,938 at 4% or $99,958 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $2,237,024 | $131,945 | $11,995iApproximate average salary by contribution assumption: employee only about $299,875 at 4% or $199,917 at 6%; with 50% employer match about $199,917 at 4% or $133,278 at 6%; with 100% employer match about $149,938 at 4% or $99,958 at 6%. |
| 2016 | 1 | 11 | $1,835,890 | $211,566 | $19,233iApproximate average salary by contribution assumption: employee only about $480,832 at 4% or $320,555 at 6%; with 50% employer match about $320,555 at 4% or $213,703 at 6%; with 100% employer match about $240,416 at 4% or $160,277 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $1,835,890 | $211,566 | $19,233iApproximate average salary by contribution assumption: employee only about $480,832 at 4% or $320,555 at 6%; with 50% employer match about $320,555 at 4% or $213,703 at 6%; with 100% employer match about $240,416 at 4% or $160,277 at 6%. |
| 2015 | 1 | 10 | $1,503,997 | $110,304 | $11,030iApproximate average salary by contribution assumption: employee only about $275,760 at 4% or $183,840 at 6%; with 50% employer match about $183,840 at 4% or $122,560 at 6%; with 100% employer match about $137,880 at 4% or $91,920 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 10 | $1,503,997 | $110,304 | $11,030iApproximate average salary by contribution assumption: employee only about $275,760 at 4% or $183,840 at 6%; with 50% employer match about $183,840 at 4% or $122,560 at 6%; with 100% employer match about $137,880 at 4% or $91,920 at 6%. |
| 2014 | 1 | 10 | $1,375,488 | $111,478 | $11,148iApproximate average salary by contribution assumption: employee only about $278,695 at 4% or $185,797 at 6%; with 50% employer match about $185,797 at 4% or $123,864 at 6%; with 100% employer match about $139,348 at 4% or $92,898 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 10 | $1,375,488 | $111,478 | $11,148iApproximate average salary by contribution assumption: employee only about $278,695 at 4% or $185,797 at 6%; with 50% employer match about $185,797 at 4% or $123,864 at 6%; with 100% employer match about $139,348 at 4% or $92,898 at 6%. |
| 2013 | 1 | 11 | $1,560,960 | $126,537 | $11,503iApproximate average salary by contribution assumption: employee only about $287,584 at 4% or $191,723 at 6%; with 50% employer match about $191,723 at 4% or $127,815 at 6%; with 100% employer match about $143,792 at 4% or $95,861 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 11 | $1,560,960 | $126,537 | $11,503iApproximate average salary by contribution assumption: employee only about $287,584 at 4% or $191,723 at 6%; with 50% employer match about $191,723 at 4% or $127,815 at 6%; with 100% employer match about $143,792 at 4% or $95,861 at 6%. |
| 2012 | 1 | 9 | $1,136,955 | $125,305 | $13,923iApproximate average salary by contribution assumption: employee only about $348,069 at 4% or $232,046 at 6%; with 50% employer match about $232,046 at 4% or $154,698 at 6%; with 100% employer match about $174,035 at 4% or $116,023 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 9 | $1,136,955 | $125,305 | $13,923iApproximate average salary by contribution assumption: employee only about $348,069 at 4% or $232,046 at 6%; with 50% employer match about $232,046 at 4% or $154,698 at 6%; with 100% employer match about $174,035 at 4% or $116,023 at 6%. |
| 2011 | 1 | 8 | $886,639 | $108,173 | $13,522iApproximate average salary by contribution assumption: employee only about $338,041 at 4% or $225,360 at 6%; with 50% employer match about $225,360 at 4% or $150,240 at 6%; with 100% employer match about $169,020 at 4% or $112,680 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 8 | $886,639 | $108,173 | $13,522iApproximate average salary by contribution assumption: employee only about $338,041 at 4% or $225,360 at 6%; with 50% employer match about $225,360 at 4% or $150,240 at 6%; with 100% employer match about $169,020 at 4% or $112,680 at 6%. |
| 2010 | 1 | 8 | $811,445 | $97,016 | $12,127iApproximate average salary by contribution assumption: employee only about $303,175 at 4% or $202,117 at 6%; with 50% employer match about $202,117 at 4% or $134,744 at 6%; with 100% employer match about $151,588 at 4% or $101,058 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 8 | $811,445 | $97,016 | $12,127iApproximate average salary by contribution assumption: employee only about $303,175 at 4% or $202,117 at 6%; with 50% employer match about $202,117 at 4% or $134,744 at 6%; with 100% employer match about $151,588 at 4% or $101,058 at 6%. |
| 2009 | 1 | 9 | $633,794 | $110,996 | $12,333iApproximate average salary by contribution assumption: employee only about $308,322 at 4% or $205,548 at 6%; with 50% employer match about $205,548 at 4% or $137,032 at 6%; with 100% employer match about $154,161 at 4% or $102,774 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 9 | $633,794 | $110,996 | $12,333iApproximate average salary by contribution assumption: employee only about $308,322 at 4% or $205,548 at 6%; with 50% employer match about $205,548 at 4% or $137,032 at 6%; with 100% employer match about $154,161 at 4% or $102,774 at 6%. |
| 2008 | 1 | 10 | $384,221 | $296,381 | $29,638iApproximate average salary by contribution assumption: employee only about $740,953 at 4% or $493,968 at 6%; with 50% employer match about $493,968 at 4% or $329,312 at 6%; with 100% employer match about $370,476 at 4% or $246,984 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 10 | $384,221 | $296,381 | $29,638iApproximate average salary by contribution assumption: employee only about $740,953 at 4% or $493,968 at 6%; with 50% employer match about $493,968 at 4% or $329,312 at 6%; with 100% employer match about $370,476 at 4% or $246,984 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| The Burton D Morgan Foundation Savings Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $237,271 | $54,422 | $9,070iApproximate average salary by contribution assumption: employee only about $226,758 at 4% or $151,172 at 6%; with 50% employer match about $151,172 at 4% or $100,781 at 6%; with 100% employer match about $113,379 at 4% or $75,586 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 6 | $237,271 | $54,422 | $9,070iApproximate average salary by contribution assumption: employee only about $226,758 at 4% or $151,172 at 6%; with 50% employer match about $151,172 at 4% or $100,781 at 6%; with 100% employer match about $113,379 at 4% or $75,586 at 6%. |
| 2005 | 1 | 3 | $154,753 | $46,681 | $15,560iApproximate average salary by contribution assumption: employee only about $389,008 at 4% or $259,339 at 6%; with 50% employer match about $259,339 at 4% or $172,893 at 6%; with 100% employer match about $194,504 at 4% or $129,669 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 3 | $154,753 | $46,681 | $15,560iApproximate average salary by contribution assumption: employee only about $389,008 at 4% or $259,339 at 6%; with 50% employer match about $259,339 at 4% or $172,893 at 6%; with 100% employer match about $194,504 at 4% or $129,669 at 6%. |
| 2004 | 1 | 3 | $97,702 | $90,695 | $30,232iApproximate average salary by contribution assumption: employee only about $755,792 at 4% or $503,861 at 6%; with 50% employer match about $503,861 at 4% or $335,907 at 6%; with 100% employer match about $377,896 at 4% or $251,931 at 6%. |
| The Burton D Morgan Foundation Savings Plan | - | 3 | $97,702 | $90,695 | $30,232iApproximate average salary by contribution assumption: employee only about $755,792 at 4% or $503,861 at 6%; with 50% employer match about $503,861 at 4% or $335,907 at 6%; with 100% employer match about $377,896 at 4% or $251,931 at 6%. |