Civic Intelligence

Morrisey Associates Inc

Plan context: Morrisey Associates Inc 401K Profit Sharing Plan && Trust

EIN 36-3478063 • Chicago, IL • 17 filings • 4 plans

222 S Riverside Plz Ste 1850Chicago, IL 60606-6002
Current Snapshot

Latest Year

2015

2015 Participants

119

2015 Assets

$5,976,388

2015 Contributions

$848,160

Historical Graphs

Total Assets Over Time

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

$5,976,388$2,988,194$0199920072015YearValue
$5,976,388Latest year 2015

Participants Over Time

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

119600199920072015YearValue
119Latest year 2015

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
20151119$5,976,388$848,160$7,127iApproximate average salary by contribution assumption: employee only about $178,185 at 4% or $118,790 at 6%; with 50% employer match about $118,790 at 4% or $79,193 at 6%; with 100% employer match about $89,092 at 4% or $59,395 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-119$5,976,388$848,160$7,127iApproximate average salary by contribution assumption: employee only about $178,185 at 4% or $118,790 at 6%; with 50% employer match about $118,790 at 4% or $79,193 at 6%; with 100% employer match about $89,092 at 4% or $59,395 at 6%.
2014190$5,137,361$565,709$6,286iApproximate average salary by contribution assumption: employee only about $157,141 at 4% or $104,761 at 6%; with 50% employer match about $104,761 at 4% or $69,841 at 6%; with 100% employer match about $78,571 at 4% or $52,380 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-90$5,137,361$565,709$6,286iApproximate average salary by contribution assumption: employee only about $157,141 at 4% or $104,761 at 6%; with 50% employer match about $104,761 at 4% or $69,841 at 6%; with 100% employer match about $78,571 at 4% or $52,380 at 6%.
2013174$4,791,223$492,416$6,654iApproximate average salary by contribution assumption: employee only about $166,357 at 4% or $110,905 at 6%; with 50% employer match about $110,905 at 4% or $73,936 at 6%; with 100% employer match about $83,178 at 4% or $55,452 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-74$4,791,223$492,416$6,654iApproximate average salary by contribution assumption: employee only about $166,357 at 4% or $110,905 at 6%; with 50% employer match about $110,905 at 4% or $73,936 at 6%; with 100% employer match about $83,178 at 4% or $55,452 at 6%.
2012172$3,473,404$448,725$6,232iApproximate average salary by contribution assumption: employee only about $155,807 at 4% or $103,872 at 6%; with 50% employer match about $103,872 at 4% or $69,248 at 6%; with 100% employer match about $77,904 at 4% or $51,936 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-72$3,473,404$448,725$6,232iApproximate average salary by contribution assumption: employee only about $155,807 at 4% or $103,872 at 6%; with 50% employer match about $103,872 at 4% or $69,248 at 6%; with 100% employer match about $77,904 at 4% or $51,936 at 6%.
2011165$2,778,877$383,769$5,904iApproximate average salary by contribution assumption: employee only about $147,603 at 4% or $98,402 at 6%; with 50% employer match about $98,402 at 4% or $65,602 at 6%; with 100% employer match about $73,802 at 4% or $49,201 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-65$2,778,877$383,769$5,904iApproximate average salary by contribution assumption: employee only about $147,603 at 4% or $98,402 at 6%; with 50% employer match about $98,402 at 4% or $65,602 at 6%; with 100% employer match about $73,802 at 4% or $49,201 at 6%.
2010161$2,487,191$354,044$5,804iApproximate average salary by contribution assumption: employee only about $145,100 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,489 at 6%; with 100% employer match about $72,550 at 4% or $48,367 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-61$2,487,191$354,044$5,804iApproximate average salary by contribution assumption: employee only about $145,100 at 4% or $96,733 at 6%; with 50% employer match about $96,733 at 4% or $64,489 at 6%; with 100% employer match about $72,550 at 4% or $48,367 at 6%.
2009156$1,867,341$342,739$6,120iApproximate average salary by contribution assumption: employee only about $153,008 at 4% or $102,006 at 6%; with 50% employer match about $102,006 at 4% or $68,004 at 6%; with 100% employer match about $76,504 at 4% or $51,003 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-56$1,867,341$342,739$6,120iApproximate average salary by contribution assumption: employee only about $153,008 at 4% or $102,006 at 6%; with 50% employer match about $102,006 at 4% or $68,004 at 6%; with 100% employer match about $76,504 at 4% or $51,003 at 6%.
2008146$1,184,810$302,016$6,566iApproximate average salary by contribution assumption: employee only about $164,139 at 4% or $109,426 at 6%; with 50% employer match about $109,426 at 4% or $72,951 at 6%; with 100% employer match about $82,070 at 4% or $54,713 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-46$1,184,810$302,016$6,566iApproximate average salary by contribution assumption: employee only about $164,139 at 4% or $109,426 at 6%; with 50% employer match about $109,426 at 4% or $72,951 at 6%; with 100% employer match about $82,070 at 4% or $54,713 at 6%.
2007141$1,572,214$275,696$6,724iApproximate average salary by contribution assumption: employee only about $168,107 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,714 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-41$1,572,214$275,696$6,724iApproximate average salary by contribution assumption: employee only about $168,107 at 4% or $112,072 at 6%; with 50% employer match about $112,072 at 4% or $74,714 at 6%; with 100% employer match about $84,054 at 4% or $56,036 at 6%.
2006137$1,171,532$172,068$4,650iApproximate average salary by contribution assumption: employee only about $116,262 at 4% or $77,508 at 6%; with 50% employer match about $77,508 at 4% or $51,672 at 6%; with 100% employer match about $58,131 at 4% or $38,754 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-37$1,171,532$172,068$4,650iApproximate average salary by contribution assumption: employee only about $116,262 at 4% or $77,508 at 6%; with 50% employer match about $77,508 at 4% or $51,672 at 6%; with 100% employer match about $58,131 at 4% or $38,754 at 6%.
2005134$927,411$168,247$4,948iApproximate average salary by contribution assumption: employee only about $123,711 at 4% or $82,474 at 6%; with 50% employer match about $82,474 at 4% or $54,983 at 6%; with 100% employer match about $61,856 at 4% or $41,237 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-34$927,411$168,247$4,948iApproximate average salary by contribution assumption: employee only about $123,711 at 4% or $82,474 at 6%; with 50% employer match about $82,474 at 4% or $54,983 at 6%; with 100% employer match about $61,856 at 4% or $41,237 at 6%.
2004128$718,730$126,101$4,504iApproximate average salary by contribution assumption: employee only about $112,590 at 4% or $75,060 at 6%; with 50% employer match about $75,060 at 4% or $50,040 at 6%; with 100% employer match about $56,295 at 4% or $37,530 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-28$718,730$126,101$4,504iApproximate average salary by contribution assumption: employee only about $112,590 at 4% or $75,060 at 6%; with 50% employer match about $75,060 at 4% or $50,040 at 6%; with 100% employer match about $56,295 at 4% or $37,530 at 6%.
2003127$559,005$116,206$4,304iApproximate average salary by contribution assumption: employee only about $107,598 at 4% or $71,732 at 6%; with 50% employer match about $71,732 at 4% or $47,821 at 6%; with 100% employer match about $53,799 at 4% or $35,866 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-27$559,005$116,206$4,304iApproximate average salary by contribution assumption: employee only about $107,598 at 4% or $71,732 at 6%; with 50% employer match about $71,732 at 4% or $47,821 at 6%; with 100% employer match about $53,799 at 4% or $35,866 at 6%.
2002124$349,199$107,572$4,482iApproximate average salary by contribution assumption: employee only about $112,054 at 4% or $74,703 at 6%; with 50% employer match about $74,703 at 4% or $49,802 at 6%; with 100% employer match about $56,027 at 4% or $37,351 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-24$349,199$107,572$4,482iApproximate average salary by contribution assumption: employee only about $112,054 at 4% or $74,703 at 6%; with 50% employer match about $74,703 at 4% or $49,802 at 6%; with 100% employer match about $56,027 at 4% or $37,351 at 6%.
2001121$344,236$107,174$5,104iApproximate average salary by contribution assumption: employee only about $127,588 at 4% or $85,059 at 6%; with 50% employer match about $85,059 at 4% or $56,706 at 6%; with 100% employer match about $63,794 at 4% or $42,529 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-21$344,236$107,174$5,104iApproximate average salary by contribution assumption: employee only about $127,588 at 4% or $85,059 at 6%; with 50% employer match about $85,059 at 4% or $56,706 at 6%; with 100% employer match about $63,794 at 4% or $42,529 at 6%.
2000123$292,429$121,146$5,267iApproximate average salary by contribution assumption: employee only about $131,680 at 4% or $87,787 at 6%; with 50% employer match about $87,787 at 4% or $58,525 at 6%; with 100% employer match about $65,840 at 4% or $43,893 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-23$292,429$121,146$5,267iApproximate average salary by contribution assumption: employee only about $131,680 at 4% or $87,787 at 6%; with 50% employer match about $87,787 at 4% or $58,525 at 6%; with 100% employer match about $65,840 at 4% or $43,893 at 6%.
1999116$190,530$105,166$6,573iApproximate average salary by contribution assumption: employee only about $164,322 at 4% or $109,548 at 6%; with 50% employer match about $109,548 at 4% or $73,032 at 6%; with 100% employer match about $82,161 at 4% or $54,774 at 6%.
Morrisey Associates Inc 401K Profit Sharing Plan && Trust-16$190,530$105,166$6,573iApproximate average salary by contribution assumption: employee only about $164,322 at 4% or $109,548 at 6%; with 50% employer match about $109,548 at 4% or $73,032 at 6%; with 100% employer match about $82,161 at 4% or $54,774 at 6%.