Civic Intelligence

Morgan & Associates

Plan context: Morgan & Associates Morgan & Associates 401(K) Plan

EIN 35-2322800 • Monroe, CT • 12 filings • 2 plans

227 Monroe TurnpikeMonroe, CT 06468
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,517,138

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$1,517,138$758,569$0201320192024YearValue
$1,517,138Latest year 2024

Participants Over Time

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

420201320192024YearValue
3Latest 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
202413$1,517,138$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$1,517,138$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
202314$1,253,877$62,165$15,541iApproximate average salary by contribution assumption: employee only about $388,531 at 4% or $259,021 at 6%; with 50% employer match about $259,021 at 4% or $172,681 at 6%; with 100% employer match about $194,266 at 4% or $129,510 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-4$1,253,877$62,165$15,541iApproximate average salary by contribution assumption: employee only about $388,531 at 4% or $259,021 at 6%; with 50% employer match about $259,021 at 4% or $172,681 at 6%; with 100% employer match about $194,266 at 4% or $129,510 at 6%.
202214$1,153,067$208,978$52,245iApproximate average salary by contribution assumption: employee only about $1,306,113 at 4% or $870,742 at 6%; with 50% employer match about $870,742 at 4% or $580,494 at 6%; with 100% employer match about $653,056 at 4% or $435,371 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-4$1,153,067$208,978$52,245iApproximate average salary by contribution assumption: employee only about $1,306,113 at 4% or $870,742 at 6%; with 50% employer match about $870,742 at 4% or $580,494 at 6%; with 100% employer match about $653,056 at 4% or $435,371 at 6%.
202113$1,197,970$99,833$33,278iApproximate average salary by contribution assumption: employee only about $831,942 at 4% or $554,628 at 6%; with 50% employer match about $554,628 at 4% or $369,752 at 6%; with 100% employer match about $415,971 at 4% or $277,314 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$1,197,970$99,833$33,278iApproximate average salary by contribution assumption: employee only about $831,942 at 4% or $554,628 at 6%; with 50% employer match about $554,628 at 4% or $369,752 at 6%; with 100% employer match about $415,971 at 4% or $277,314 at 6%.
202012$901,539$95,360$47,680iApproximate average salary by contribution assumption: employee only about $1,192,000 at 4% or $794,667 at 6%; with 50% employer match about $794,667 at 4% or $529,778 at 6%; with 100% employer match about $596,000 at 4% or $397,333 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-2$901,539$95,360$47,680iApproximate average salary by contribution assumption: employee only about $1,192,000 at 4% or $794,667 at 6%; with 50% employer match about $794,667 at 4% or $529,778 at 6%; with 100% employer match about $596,000 at 4% or $397,333 at 6%.
201913$657,825$95,428$31,809iApproximate average salary by contribution assumption: employee only about $795,233 at 4% or $530,156 at 6%; with 50% employer match about $530,156 at 4% or $353,437 at 6%; with 100% employer match about $397,617 at 4% or $265,078 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$657,825$95,428$31,809iApproximate average salary by contribution assumption: employee only about $795,233 at 4% or $530,156 at 6%; with 50% employer match about $530,156 at 4% or $353,437 at 6%; with 100% employer match about $397,617 at 4% or $265,078 at 6%.
201813$468,817$95,466$31,822iApproximate average salary by contribution assumption: employee only about $795,550 at 4% or $530,367 at 6%; with 50% employer match about $530,367 at 4% or $353,578 at 6%; with 100% employer match about $397,775 at 4% or $265,183 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$468,817$95,466$31,822iApproximate average salary by contribution assumption: employee only about $795,550 at 4% or $530,367 at 6%; with 50% employer match about $530,367 at 4% or $353,578 at 6%; with 100% employer match about $397,775 at 4% or $265,183 at 6%.
201713$413,762$87,736$29,245iApproximate average salary by contribution assumption: employee only about $731,133 at 4% or $487,422 at 6%; with 50% employer match about $487,422 at 4% or $324,948 at 6%; with 100% employer match about $365,567 at 4% or $243,711 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$413,762$87,736$29,245iApproximate average salary by contribution assumption: employee only about $731,133 at 4% or $487,422 at 6%; with 50% employer match about $487,422 at 4% or $324,948 at 6%; with 100% employer match about $365,567 at 4% or $243,711 at 6%.
201613$302,062$69,867$23,289iApproximate average salary by contribution assumption: employee only about $582,225 at 4% or $388,150 at 6%; with 50% employer match about $388,150 at 4% or $258,767 at 6%; with 100% employer match about $291,113 at 4% or $194,075 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$302,062$69,867$23,289iApproximate average salary by contribution assumption: employee only about $582,225 at 4% or $388,150 at 6%; with 50% employer match about $388,150 at 4% or $258,767 at 6%; with 100% employer match about $291,113 at 4% or $194,075 at 6%.
201513$207,336$76,350$25,450iApproximate average salary by contribution assumption: employee only about $636,250 at 4% or $424,167 at 6%; with 50% employer match about $424,167 at 4% or $282,778 at 6%; with 100% employer match about $318,125 at 4% or $212,083 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$207,336$76,350$25,450iApproximate average salary by contribution assumption: employee only about $636,250 at 4% or $424,167 at 6%; with 50% employer match about $424,167 at 4% or $282,778 at 6%; with 100% employer match about $318,125 at 4% or $212,083 at 6%.
201413$144,805$74,917$24,972iApproximate average salary by contribution assumption: employee only about $624,308 at 4% or $416,206 at 6%; with 50% employer match about $416,206 at 4% or $277,470 at 6%; with 100% employer match about $312,154 at 4% or $208,103 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$144,805$74,917$24,972iApproximate average salary by contribution assumption: employee only about $624,308 at 4% or $416,206 at 6%; with 50% employer match about $416,206 at 4% or $277,470 at 6%; with 100% employer match about $312,154 at 4% or $208,103 at 6%.
201313$72,164$69,195$23,065iApproximate average salary by contribution assumption: employee only about $576,625 at 4% or $384,417 at 6%; with 50% employer match about $384,417 at 4% or $256,278 at 6%; with 100% employer match about $288,313 at 4% or $192,208 at 6%.
Morgan & Associates Morgan & Associates 401(K) Plan-3$72,164$69,195$23,065iApproximate average salary by contribution assumption: employee only about $576,625 at 4% or $384,417 at 6%; with 50% employer match about $384,417 at 4% or $256,278 at 6%; with 100% employer match about $288,313 at 4% or $192,208 at 6%.
Morgan & Associates | EIN 35-2322800 | 2024 Form 5500 Company Profile