Civic Intelligence

Morley and Associates Inc.

Plan context: Morley and Associates Inc. 401(K) Profit Sharing Plan

EIN 35-1383930 • Newburgh, IN • 27 filings • 4 plans

4800 Rosebud LnNewburgh, IN 47630-9351
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$3,576,026

2024 Contributions

$276,549

Historical Graphs

Total Assets Over Time

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

$3,576,026$1,788,013$0200020132024YearValue
$3,576,026Latest year 2024

Participants Over Time

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

43220200020122024YearValue
30Latest 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
2024130$3,576,026$276,549$9,218iApproximate average salary by contribution assumption: employee only about $230,457 at 4% or $153,638 at 6%; with 50% employer match about $153,638 at 4% or $102,426 at 6%; with 100% employer match about $115,229 at 4% or $76,819 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-30$3,576,026$276,549$9,218iApproximate average salary by contribution assumption: employee only about $230,457 at 4% or $153,638 at 6%; with 50% employer match about $153,638 at 4% or $102,426 at 6%; with 100% employer match about $115,229 at 4% or $76,819 at 6%.
2023130$3,137,424$206,862$6,895iApproximate average salary by contribution assumption: employee only about $172,385 at 4% or $114,923 at 6%; with 50% employer match about $114,923 at 4% or $76,616 at 6%; with 100% employer match about $86,193 at 4% or $57,462 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-30$3,137,424$206,862$6,895iApproximate average salary by contribution assumption: employee only about $172,385 at 4% or $114,923 at 6%; with 50% employer match about $114,923 at 4% or $76,616 at 6%; with 100% employer match about $86,193 at 4% or $57,462 at 6%.
2022227$2,420,718$188,117$6,967iApproximate average salary by contribution assumption: employee only about $174,182 at 4% or $116,122 at 6%; with 50% employer match about $116,122 at 4% or $77,414 at 6%; with 100% employer match about $87,091 at 4% or $58,061 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-27$2,420,718$188,117$6,967iApproximate average salary by contribution assumption: employee only about $174,182 at 4% or $116,122 at 6%; with 50% employer match about $116,122 at 4% or $77,414 at 6%; with 100% employer match about $87,091 at 4% or $58,061 at 6%.
MORLEY & ASSOCIATES INC MEDOVA LIFESTYLE HEALTH PLAN-0$0$0-
2021228$2,848,185$338,186$12,078iApproximate average salary by contribution assumption: employee only about $301,952 at 4% or $201,301 at 6%; with 50% employer match about $201,301 at 4% or $134,201 at 6%; with 100% employer match about $150,976 at 4% or $100,651 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-28$2,819,527$192,424$6,872iApproximate average salary by contribution assumption: employee only about $171,807 at 4% or $114,538 at 6%; with 50% employer match about $114,538 at 4% or $76,359 at 6%; with 100% employer match about $85,904 at 4% or $57,269 at 6%.
MORLEY & ASSOCIATES INC MEDOVA LIFESTYLE HEALTH PLAN-0$28,658$145,762-
2020128$2,661,833$146,286$5,225iApproximate average salary by contribution assumption: employee only about $130,613 at 4% or $87,075 at 6%; with 50% employer match about $87,075 at 4% or $58,050 at 6%; with 100% employer match about $65,306 at 4% or $43,538 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-28$2,661,833$146,286$5,225iApproximate average salary by contribution assumption: employee only about $130,613 at 4% or $87,075 at 6%; with 50% employer match about $87,075 at 4% or $58,050 at 6%; with 100% employer match about $65,306 at 4% or $43,538 at 6%.
2019128$2,133,227$113,753$4,063iApproximate average salary by contribution assumption: employee only about $101,565 at 4% or $67,710 at 6%; with 50% employer match about $67,710 at 4% or $45,140 at 6%; with 100% employer match about $50,783 at 4% or $33,855 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-28$2,133,227$113,753$4,063iApproximate average salary by contribution assumption: employee only about $101,565 at 4% or $67,710 at 6%; with 50% employer match about $67,710 at 4% or $45,140 at 6%; with 100% employer match about $50,783 at 4% or $33,855 at 6%.
2018129$1,749,197$105,664$3,644iApproximate average salary by contribution assumption: employee only about $91,090 at 4% or $60,726 at 6%; with 50% employer match about $60,726 at 4% or $40,484 at 6%; with 100% employer match about $45,545 at 4% or $30,363 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-29$1,749,197$105,664$3,644iApproximate average salary by contribution assumption: employee only about $91,090 at 4% or $60,726 at 6%; with 50% employer match about $60,726 at 4% or $40,484 at 6%; with 100% employer match about $45,545 at 4% or $30,363 at 6%.
2017133$1,927,882$91,796$2,782iApproximate average salary by contribution assumption: employee only about $69,542 at 4% or $46,362 at 6%; with 50% employer match about $46,362 at 4% or $30,908 at 6%; with 100% employer match about $34,771 at 4% or $23,181 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-33$1,927,882$91,796$2,782iApproximate average salary by contribution assumption: employee only about $69,542 at 4% or $46,362 at 6%; with 50% employer match about $46,362 at 4% or $30,908 at 6%; with 100% employer match about $34,771 at 4% or $23,181 at 6%.
2016126$1,564,732$75,850$2,917iApproximate average salary by contribution assumption: employee only about $72,933 at 4% or $48,622 at 6%; with 50% employer match about $48,622 at 4% or $32,415 at 6%; with 100% employer match about $36,466 at 4% or $24,311 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-26$1,564,732$75,850$2,917iApproximate average salary by contribution assumption: employee only about $72,933 at 4% or $48,622 at 6%; with 50% employer match about $48,622 at 4% or $32,415 at 6%; with 100% employer match about $36,466 at 4% or $24,311 at 6%.
2015125$1,479,122$96,565$3,863iApproximate average salary by contribution assumption: employee only about $96,565 at 4% or $64,377 at 6%; with 50% employer match about $64,377 at 4% or $42,918 at 6%; with 100% employer match about $48,283 at 4% or $32,188 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-25$1,479,122$96,565$3,863iApproximate average salary by contribution assumption: employee only about $96,565 at 4% or $64,377 at 6%; with 50% employer match about $64,377 at 4% or $42,918 at 6%; with 100% employer match about $48,283 at 4% or $32,188 at 6%.
2014129$1,454,554$103,588$3,572iApproximate average salary by contribution assumption: employee only about $89,300 at 4% or $59,533 at 6%; with 50% employer match about $59,533 at 4% or $39,689 at 6%; with 100% employer match about $44,650 at 4% or $29,767 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-29$1,454,554$103,588$3,572iApproximate average salary by contribution assumption: employee only about $89,300 at 4% or $59,533 at 6%; with 50% employer match about $59,533 at 4% or $39,689 at 6%; with 100% employer match about $44,650 at 4% or $29,767 at 6%.
2013131$1,282,548$92,289$2,977iApproximate average salary by contribution assumption: employee only about $74,427 at 4% or $49,618 at 6%; with 50% employer match about $49,618 at 4% or $33,078 at 6%; with 100% employer match about $37,213 at 4% or $24,809 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-31$1,282,548$92,289$2,977iApproximate average salary by contribution assumption: employee only about $74,427 at 4% or $49,618 at 6%; with 50% employer match about $49,618 at 4% or $33,078 at 6%; with 100% employer match about $37,213 at 4% or $24,809 at 6%.
2012133$1,022,808$81,231$2,462iApproximate average salary by contribution assumption: employee only about $61,539 at 4% or $41,026 at 6%; with 50% employer match about $41,026 at 4% or $27,351 at 6%; with 100% employer match about $30,769 at 4% or $20,513 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-33$1,022,808$81,231$2,462iApproximate average salary by contribution assumption: employee only about $61,539 at 4% or $41,026 at 6%; with 50% employer match about $41,026 at 4% or $27,351 at 6%; with 100% employer match about $30,769 at 4% or $20,513 at 6%.
2011136$1,022,260$136,494$3,792iApproximate average salary by contribution assumption: employee only about $94,788 at 4% or $63,192 at 6%; with 50% employer match about $63,192 at 4% or $42,128 at 6%; with 100% employer match about $47,394 at 4% or $31,596 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-36$1,022,260$136,494$3,792iApproximate average salary by contribution assumption: employee only about $94,788 at 4% or $63,192 at 6%; with 50% employer match about $63,192 at 4% or $42,128 at 6%; with 100% employer match about $47,394 at 4% or $31,596 at 6%.
2010133$926,213$94,408$2,861iApproximate average salary by contribution assumption: employee only about $71,521 at 4% or $47,681 at 6%; with 50% employer match about $47,681 at 4% or $31,787 at 6%; with 100% employer match about $35,761 at 4% or $23,840 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-33$926,213$94,408$2,861iApproximate average salary by contribution assumption: employee only about $71,521 at 4% or $47,681 at 6%; with 50% employer match about $47,681 at 4% or $31,787 at 6%; with 100% employer match about $35,761 at 4% or $23,840 at 6%.
2009137$1,296,955$119,735$3,236iApproximate average salary by contribution assumption: employee only about $80,902 at 4% or $53,935 at 6%; with 50% employer match about $53,935 at 4% or $35,956 at 6%; with 100% employer match about $40,451 at 4% or $26,967 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-37$1,296,955$119,735$3,236iApproximate average salary by contribution assumption: employee only about $80,902 at 4% or $53,935 at 6%; with 50% employer match about $53,935 at 4% or $35,956 at 6%; with 100% employer match about $40,451 at 4% or $26,967 at 6%.
2008136$1,022,260$136,494$3,792iApproximate average salary by contribution assumption: employee only about $94,788 at 4% or $63,192 at 6%; with 50% employer match about $63,192 at 4% or $42,128 at 6%; with 100% employer match about $47,394 at 4% or $31,596 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-36$1,022,260$136,494$3,792iApproximate average salary by contribution assumption: employee only about $94,788 at 4% or $63,192 at 6%; with 50% employer match about $63,192 at 4% or $42,128 at 6%; with 100% employer match about $47,394 at 4% or $31,596 at 6%.
2007130$1,423,380$173,258$5,775iApproximate average salary by contribution assumption: employee only about $144,382 at 4% or $96,254 at 6%; with 50% employer match about $96,254 at 4% or $64,170 at 6%; with 100% employer match about $72,191 at 4% or $48,127 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-30$1,423,380$173,258$5,775iApproximate average salary by contribution assumption: employee only about $144,382 at 4% or $96,254 at 6%; with 50% employer match about $96,254 at 4% or $64,170 at 6%; with 100% employer match about $72,191 at 4% or $48,127 at 6%.
2006143$1,342,094$149,987$3,488iApproximate average salary by contribution assumption: employee only about $87,202 at 4% or $58,134 at 6%; with 50% employer match about $58,134 at 4% or $38,756 at 6%; with 100% employer match about $43,601 at 4% or $29,067 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-43$1,342,094$149,987$3,488iApproximate average salary by contribution assumption: employee only about $87,202 at 4% or $58,134 at 6%; with 50% employer match about $58,134 at 4% or $38,756 at 6%; with 100% employer match about $43,601 at 4% or $29,067 at 6%.
2005139$1,119,947$131,330$3,367iApproximate average salary by contribution assumption: employee only about $84,186 at 4% or $56,124 at 6%; with 50% employer match about $56,124 at 4% or $37,416 at 6%; with 100% employer match about $42,093 at 4% or $28,062 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-39$1,119,947$131,330$3,367iApproximate average salary by contribution assumption: employee only about $84,186 at 4% or $56,124 at 6%; with 50% employer match about $56,124 at 4% or $37,416 at 6%; with 100% employer match about $42,093 at 4% or $28,062 at 6%.
2004133$909,028$114,378$3,466iApproximate average salary by contribution assumption: employee only about $86,650 at 4% or $57,767 at 6%; with 50% employer match about $57,767 at 4% or $38,511 at 6%; with 100% employer match about $43,325 at 4% or $28,883 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-33$909,028$114,378$3,466iApproximate average salary by contribution assumption: employee only about $86,650 at 4% or $57,767 at 6%; with 50% employer match about $57,767 at 4% or $38,511 at 6%; with 100% employer match about $43,325 at 4% or $28,883 at 6%.
2003130$723,605$100,750$3,358iApproximate average salary by contribution assumption: employee only about $83,958 at 4% or $55,972 at 6%; with 50% employer match about $55,972 at 4% or $37,315 at 6%; with 100% employer match about $41,979 at 4% or $27,986 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-30$723,605$100,750$3,358iApproximate average salary by contribution assumption: employee only about $83,958 at 4% or $55,972 at 6%; with 50% employer match about $55,972 at 4% or $37,315 at 6%; with 100% employer match about $41,979 at 4% or $27,986 at 6%.
2002127$495,638$97,939$3,627iApproximate average salary by contribution assumption: employee only about $90,684 at 4% or $60,456 at 6%; with 50% employer match about $60,456 at 4% or $40,304 at 6%; with 100% employer match about $45,342 at 4% or $30,228 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-27$495,638$97,939$3,627iApproximate average salary by contribution assumption: employee only about $90,684 at 4% or $60,456 at 6%; with 50% employer match about $60,456 at 4% or $40,304 at 6%; with 100% employer match about $45,342 at 4% or $30,228 at 6%.
2001125$0$0-
Morley and Associates Inc. 401(K) Profit Sharing Plan-25---
2000140$585,744$107,957$2,699iApproximate average salary by contribution assumption: employee only about $67,473 at 4% or $44,982 at 6%; with 50% employer match about $44,982 at 4% or $29,988 at 6%; with 100% employer match about $33,737 at 4% or $22,491 at 6%.
Morley and Associates Inc. 401(K) Profit Sharing Plan-40$585,744$107,957$2,699iApproximate average salary by contribution assumption: employee only about $67,473 at 4% or $44,982 at 6%; with 50% employer match about $44,982 at 4% or $29,988 at 6%; with 100% employer match about $33,737 at 4% or $22,491 at 6%.