Civic Intelligence

Timothy Morgan & Associates

Plan context: Timothy Morgan & Associates Employee Retirement Plan

EIN 36-3921952 • Northbrook, IL • 14 filings • 2 plans

1707 Shermer Road Suite 205Northbrook, IL 60062
Current Snapshot

Latest Year

2012

2012 Participants

8

2012 Assets

$323,812

2012 Contributions

$1,334

Historical Graphs

Total Assets Over Time

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

$448,656$224,328$0199920052011YearValue
$323,812Latest year 2011

Participants Over Time

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

1470199920052011YearValue
8Latest year 2011

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
201210$0$0-
Timothy Morgan & Associates Employee Retirement Plan-0$0$0-
201118$323,812$1,334$167iApproximate average salary by contribution assumption: employee only about $4,169 at 4% or $2,779 at 6%; with 50% employer match about $2,779 at 4% or $1,853 at 6%; with 100% employer match about $2,084 at 4% or $1,390 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-8$323,812$1,334$167iApproximate average salary by contribution assumption: employee only about $4,169 at 4% or $2,779 at 6%; with 50% employer match about $2,779 at 4% or $1,853 at 6%; with 100% employer match about $2,084 at 4% or $1,390 at 6%.
201018$346,613$3,313$414iApproximate average salary by contribution assumption: employee only about $10,353 at 4% or $6,902 at 6%; with 50% employer match about $6,902 at 4% or $4,601 at 6%; with 100% employer match about $5,177 at 4% or $3,451 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-8$346,613$3,313$414iApproximate average salary by contribution assumption: employee only about $10,353 at 4% or $6,902 at 6%; with 50% employer match about $6,902 at 4% or $4,601 at 6%; with 100% employer match about $5,177 at 4% or $3,451 at 6%.
200919$429,942$1,969$219iApproximate average salary by contribution assumption: employee only about $5,469 at 4% or $3,646 at 6%; with 50% employer match about $3,646 at 4% or $2,431 at 6%; with 100% employer match about $2,735 at 4% or $1,823 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-9$429,942$1,969$219iApproximate average salary by contribution assumption: employee only about $5,469 at 4% or $3,646 at 6%; with 50% employer match about $3,646 at 4% or $2,431 at 6%; with 100% employer match about $2,735 at 4% or $1,823 at 6%.
200819$385,106$51,146$5,683iApproximate average salary by contribution assumption: employee only about $142,072 at 4% or $94,715 at 6%; with 50% employer match about $94,715 at 4% or $63,143 at 6%; with 100% employer match about $71,036 at 4% or $47,357 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-9$385,106$51,146$5,683iApproximate average salary by contribution assumption: employee only about $142,072 at 4% or $94,715 at 6%; with 50% employer match about $94,715 at 4% or $63,143 at 6%; with 100% employer match about $71,036 at 4% or $47,357 at 6%.
2007111$0$0-
Timothy Morgan & Associates Employee Retirement Plan-11---
2006112$448,656$52,629$4,386iApproximate average salary by contribution assumption: employee only about $109,644 at 4% or $73,096 at 6%; with 50% employer match about $73,096 at 4% or $48,731 at 6%; with 100% employer match about $54,822 at 4% or $36,548 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-12$448,656$52,629$4,386iApproximate average salary by contribution assumption: employee only about $109,644 at 4% or $73,096 at 6%; with 50% employer match about $73,096 at 4% or $48,731 at 6%; with 100% employer match about $54,822 at 4% or $36,548 at 6%.
2005111$357,337$38,898$3,536iApproximate average salary by contribution assumption: employee only about $88,405 at 4% or $58,936 at 6%; with 50% employer match about $58,936 at 4% or $39,291 at 6%; with 100% employer match about $44,202 at 4% or $29,468 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-11$357,337$38,898$3,536iApproximate average salary by contribution assumption: employee only about $88,405 at 4% or $58,936 at 6%; with 50% employer match about $58,936 at 4% or $39,291 at 6%; with 100% employer match about $44,202 at 4% or $29,468 at 6%.
2004110$338,363$42,777$4,278iApproximate average salary by contribution assumption: employee only about $106,943 at 4% or $71,295 at 6%; with 50% employer match about $71,295 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,648 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-10$338,363$42,777$4,278iApproximate average salary by contribution assumption: employee only about $106,943 at 4% or $71,295 at 6%; with 50% employer match about $71,295 at 4% or $47,530 at 6%; with 100% employer match about $53,471 at 4% or $35,648 at 6%.
2003112$269,576$43,862$3,655iApproximate average salary by contribution assumption: employee only about $91,379 at 4% or $60,919 at 6%; with 50% employer match about $60,919 at 4% or $40,613 at 6%; with 100% employer match about $45,690 at 4% or $30,460 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-12$269,576$43,862$3,655iApproximate average salary by contribution assumption: employee only about $91,379 at 4% or $60,919 at 6%; with 50% employer match about $60,919 at 4% or $40,613 at 6%; with 100% employer match about $45,690 at 4% or $30,460 at 6%.
2002114$173,210$40,940$2,924iApproximate average salary by contribution assumption: employee only about $73,107 at 4% or $48,738 at 6%; with 50% employer match about $48,738 at 4% or $32,492 at 6%; with 100% employer match about $36,554 at 4% or $24,369 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-14$173,210$40,940$2,924iApproximate average salary by contribution assumption: employee only about $73,107 at 4% or $48,738 at 6%; with 50% employer match about $48,738 at 4% or $32,492 at 6%; with 100% employer match about $36,554 at 4% or $24,369 at 6%.
2001110$180,788$59,590$5,959iApproximate average salary by contribution assumption: employee only about $148,975 at 4% or $99,317 at 6%; with 50% employer match about $99,317 at 4% or $66,211 at 6%; with 100% employer match about $74,488 at 4% or $49,658 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-10$180,788$59,590$5,959iApproximate average salary by contribution assumption: employee only about $148,975 at 4% or $99,317 at 6%; with 50% employer match about $99,317 at 4% or $66,211 at 6%; with 100% employer match about $74,488 at 4% or $49,658 at 6%.
200019$0$0-
Timothy Morgan & Associates Employee Retirement Plan-9---
199919$103,250$35,147$3,905iApproximate average salary by contribution assumption: employee only about $97,631 at 4% or $65,087 at 6%; with 50% employer match about $65,087 at 4% or $43,391 at 6%; with 100% employer match about $48,815 at 4% or $32,544 at 6%.
Timothy Morgan & Associates Employee Retirement Plan-9$103,250$35,147$3,905iApproximate average salary by contribution assumption: employee only about $97,631 at 4% or $65,087 at 6%; with 50% employer match about $65,087 at 4% or $43,391 at 6%; with 100% employer match about $48,815 at 4% or $32,544 at 6%.