Joe W. Morgan Inc. DBA Henry Fligeltaub Company
Plan context: Joe W. Morgan Inc. 401(K) Profit Sharing Plan
EIN 35-1182438 • Evansville, IN • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
56
2024 Assets
$5,341,961
2024 Contributions
$411,264
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 | 56 | $5,341,961 | $411,264 | $7,344iApproximate average salary by contribution assumption: employee only about $183,600 at 4% or $122,400 at 6%; with 50% employer match about $122,400 at 4% or $81,600 at 6%; with 100% employer match about $91,800 at 4% or $61,200 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 56 | $5,341,961 | $411,264 | $7,344iApproximate average salary by contribution assumption: employee only about $183,600 at 4% or $122,400 at 6%; with 50% employer match about $122,400 at 4% or $81,600 at 6%; with 100% employer match about $91,800 at 4% or $61,200 at 6%. |
| 2023 | 1 | 53 | $4,570,859 | $407,269 | $7,684iApproximate average salary by contribution assumption: employee only about $192,108 at 4% or $128,072 at 6%; with 50% employer match about $128,072 at 4% or $85,381 at 6%; with 100% employer match about $96,054 at 4% or $64,036 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 53 | $4,570,859 | $407,269 | $7,684iApproximate average salary by contribution assumption: employee only about $192,108 at 4% or $128,072 at 6%; with 50% employer match about $128,072 at 4% or $85,381 at 6%; with 100% employer match about $96,054 at 4% or $64,036 at 6%. |
| 2022 | 1 | 57 | $3,683,355 | $360,555 | $6,326iApproximate average salary by contribution assumption: employee only about $158,138 at 4% or $105,425 at 6%; with 50% employer match about $105,425 at 4% or $70,284 at 6%; with 100% employer match about $79,069 at 4% or $52,713 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 57 | $3,683,355 | $360,555 | $6,326iApproximate average salary by contribution assumption: employee only about $158,138 at 4% or $105,425 at 6%; with 50% employer match about $105,425 at 4% or $70,284 at 6%; with 100% employer match about $79,069 at 4% or $52,713 at 6%. |
| 2021 | 1 | 49 | $4,118,549 | $249,041 | $5,082iApproximate average salary by contribution assumption: employee only about $127,062 at 4% or $84,708 at 6%; with 50% employer match about $84,708 at 4% or $56,472 at 6%; with 100% employer match about $63,531 at 4% or $42,354 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 49 | $4,118,549 | $249,041 | $5,082iApproximate average salary by contribution assumption: employee only about $127,062 at 4% or $84,708 at 6%; with 50% employer match about $84,708 at 4% or $56,472 at 6%; with 100% employer match about $63,531 at 4% or $42,354 at 6%. |
| 2020 | 1 | 49 | $3,355,405 | $214,663 | $4,381iApproximate average salary by contribution assumption: employee only about $109,522 at 4% or $73,015 at 6%; with 50% employer match about $73,015 at 4% or $48,676 at 6%; with 100% employer match about $54,761 at 4% or $36,507 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 49 | $3,355,405 | $214,663 | $4,381iApproximate average salary by contribution assumption: employee only about $109,522 at 4% or $73,015 at 6%; with 50% employer match about $73,015 at 4% or $48,676 at 6%; with 100% employer match about $54,761 at 4% or $36,507 at 6%. |
| 2019 | 1 | 57 | $5,852,009 | $220,238 | $3,864iApproximate average salary by contribution assumption: employee only about $96,596 at 4% or $64,397 at 6%; with 50% employer match about $64,397 at 4% or $42,931 at 6%; with 100% employer match about $48,298 at 4% or $32,199 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 57 | $5,852,009 | $220,238 | $3,864iApproximate average salary by contribution assumption: employee only about $96,596 at 4% or $64,397 at 6%; with 50% employer match about $64,397 at 4% or $42,931 at 6%; with 100% employer match about $48,298 at 4% or $32,199 at 6%. |
| 2018 | 1 | 37 | $4,942,612 | $186,145 | $5,031iApproximate average salary by contribution assumption: employee only about $125,774 at 4% or $83,849 at 6%; with 50% employer match about $83,849 at 4% or $55,899 at 6%; with 100% employer match about $62,887 at 4% or $41,925 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 37 | $4,942,612 | $186,145 | $5,031iApproximate average salary by contribution assumption: employee only about $125,774 at 4% or $83,849 at 6%; with 50% employer match about $83,849 at 4% or $55,899 at 6%; with 100% employer match about $62,887 at 4% or $41,925 at 6%. |
| 2017 | 1 | 34 | $5,124,107 | $167,436 | $4,925iApproximate average salary by contribution assumption: employee only about $123,115 at 4% or $82,076 at 6%; with 50% employer match about $82,076 at 4% or $54,718 at 6%; with 100% employer match about $61,557 at 4% or $41,038 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 34 | $5,124,107 | $167,436 | $4,925iApproximate average salary by contribution assumption: employee only about $123,115 at 4% or $82,076 at 6%; with 50% employer match about $82,076 at 4% or $54,718 at 6%; with 100% employer match about $61,557 at 4% or $41,038 at 6%. |
| 2016 | 1 | 35 | $4,402,677 | $176,772 | $5,051iApproximate average salary by contribution assumption: employee only about $126,266 at 4% or $84,177 at 6%; with 50% employer match about $84,177 at 4% or $56,118 at 6%; with 100% employer match about $63,133 at 4% or $42,089 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 35 | $4,402,677 | $176,772 | $5,051iApproximate average salary by contribution assumption: employee only about $126,266 at 4% or $84,177 at 6%; with 50% employer match about $84,177 at 4% or $56,118 at 6%; with 100% employer match about $63,133 at 4% or $42,089 at 6%. |
| 2015 | 1 | 43 | $4,397,037 | $199,885 | $4,648iApproximate average salary by contribution assumption: employee only about $116,212 at 4% or $77,475 at 6%; with 50% employer match about $77,475 at 4% or $51,650 at 6%; with 100% employer match about $58,106 at 4% or $38,737 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 43 | $4,397,037 | $199,885 | $4,648iApproximate average salary by contribution assumption: employee only about $116,212 at 4% or $77,475 at 6%; with 50% employer match about $77,475 at 4% or $51,650 at 6%; with 100% employer match about $58,106 at 4% or $38,737 at 6%. |
| 2014 | 1 | 48 | $4,990,780 | $274,755 | $5,724iApproximate average salary by contribution assumption: employee only about $143,102 at 4% or $95,401 at 6%; with 50% employer match about $95,401 at 4% or $63,601 at 6%; with 100% employer match about $71,551 at 4% or $47,701 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 48 | $4,990,780 | $274,755 | $5,724iApproximate average salary by contribution assumption: employee only about $143,102 at 4% or $95,401 at 6%; with 50% employer match about $95,401 at 4% or $63,601 at 6%; with 100% employer match about $71,551 at 4% or $47,701 at 6%. |
| 2013 | 1 | 45 | $4,669,920 | $261,384 | $5,809iApproximate average salary by contribution assumption: employee only about $145,213 at 4% or $96,809 at 6%; with 50% employer match about $96,809 at 4% or $64,539 at 6%; with 100% employer match about $72,607 at 4% or $48,404 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 45 | $4,669,920 | $261,384 | $5,809iApproximate average salary by contribution assumption: employee only about $145,213 at 4% or $96,809 at 6%; with 50% employer match about $96,809 at 4% or $64,539 at 6%; with 100% employer match about $72,607 at 4% or $48,404 at 6%. |
| 2012 | 1 | 43 | $3,833,655 | $257,809 | $5,996iApproximate average salary by contribution assumption: employee only about $149,889 at 4% or $99,926 at 6%; with 50% employer match about $99,926 at 4% or $66,617 at 6%; with 100% employer match about $74,944 at 4% or $49,963 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 43 | $3,833,655 | $257,809 | $5,996iApproximate average salary by contribution assumption: employee only about $149,889 at 4% or $99,926 at 6%; with 50% employer match about $99,926 at 4% or $66,617 at 6%; with 100% employer match about $74,944 at 4% or $49,963 at 6%. |
| 2011 | 1 | 40 | $3,566,092 | $253,013 | $6,325iApproximate average salary by contribution assumption: employee only about $158,133 at 4% or $105,422 at 6%; with 50% employer match about $105,422 at 4% or $70,281 at 6%; with 100% employer match about $79,067 at 4% or $52,711 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 40 | $3,566,092 | $253,013 | $6,325iApproximate average salary by contribution assumption: employee only about $158,133 at 4% or $105,422 at 6%; with 50% employer match about $105,422 at 4% or $70,281 at 6%; with 100% employer match about $79,067 at 4% or $52,711 at 6%. |
| 2010 | 1 | 38 | $3,736,604 | $188,370 | $4,957iApproximate average salary by contribution assumption: employee only about $123,928 at 4% or $82,618 at 6%; with 50% employer match about $82,618 at 4% or $55,079 at 6%; with 100% employer match about $61,964 at 4% or $41,309 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 38 | $3,736,604 | $188,370 | $4,957iApproximate average salary by contribution assumption: employee only about $123,928 at 4% or $82,618 at 6%; with 50% employer match about $82,618 at 4% or $55,079 at 6%; with 100% employer match about $61,964 at 4% or $41,309 at 6%. |
| 2009 | 1 | 45 | $3,520,935 | $226,086 | $5,024iApproximate average salary by contribution assumption: employee only about $125,603 at 4% or $83,736 at 6%; with 50% employer match about $83,736 at 4% or $55,824 at 6%; with 100% employer match about $62,802 at 4% or $41,868 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 45 | $3,520,935 | $226,086 | $5,024iApproximate average salary by contribution assumption: employee only about $125,603 at 4% or $83,736 at 6%; with 50% employer match about $83,736 at 4% or $55,824 at 6%; with 100% employer match about $62,802 at 4% or $41,868 at 6%. |
| 2008 | 1 | 37 | $2,804,047 | $286,701 | $7,749iApproximate average salary by contribution assumption: employee only about $193,717 at 4% or $129,145 at 6%; with 50% employer match about $129,145 at 4% or $86,096 at 6%; with 100% employer match about $96,858 at 4% or $64,572 at 6%. |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 37 | $2,804,047 | $286,701 | $7,749iApproximate average salary by contribution assumption: employee only about $193,717 at 4% or $129,145 at 6%; with 50% employer match about $129,145 at 4% or $86,096 at 6%; with 100% employer match about $96,858 at 4% or $64,572 at 6%. |
| 2007 | 1 | 37 | $0 | $0 | - |
| Joe W. Morgan Inc. 401(K) Profit Sharing Plan | - | 37 | - | - | - |
| 2006 | 1 | 56 | $3,983,932 | $49,293 | $880iApproximate average salary by contribution assumption: employee only about $22,006 at 4% or $14,671 at 6%; with 50% employer match about $14,671 at 4% or $9,780 at 6%; with 100% employer match about $11,003 at 4% or $7,335 at 6%. |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 56 | $3,983,932 | $49,293 | $880iApproximate average salary by contribution assumption: employee only about $22,006 at 4% or $14,671 at 6%; with 50% employer match about $14,671 at 4% or $9,780 at 6%; with 100% employer match about $11,003 at 4% or $7,335 at 6%. |
| 2005 | 1 | 56 | $0 | $0 | - |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 56 | - | - | - |
| 2004 | 1 | 50 | $0 | $0 | - |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 50 | - | - | - |
| 2003 | 1 | 52 | $0 | $0 | - |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 52 | - | - | - |
| 2002 | 1 | 47 | $2,289,673 | $223,862 | $4,763iApproximate average salary by contribution assumption: employee only about $119,076 at 4% or $79,384 at 6%; with 50% employer match about $79,384 at 4% or $52,922 at 6%; with 100% employer match about $59,538 at 4% or $39,692 at 6%. |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 47 | $2,289,673 | $223,862 | $4,763iApproximate average salary by contribution assumption: employee only about $119,076 at 4% or $79,384 at 6%; with 50% employer match about $79,384 at 4% or $52,922 at 6%; with 100% employer match about $59,538 at 4% or $39,692 at 6%. |
| 2001 | 1 | 48 | $0 | $0 | - |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 48 | - | - | - |
| 2000 | 1 | 49 | $0 | $0 | - |
| JOE W. MORGAN, INC. 401K PROFIT SHARING PLAN | - | 49 | - | - | - |