Civic Intelligence

S.A. Morman & Company

Plan context: S.A. Morman & Company 401K Profit Sharing Plan

EIN 38-1606089 • Grand Rapids, MI • 26 filings • 5 plans

1100 Gezon Pkwy S.w.Grand Rapids, MI 49501
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$8,837,865

2024 Contributions

$588,443

Historical Graphs

Total Assets Over Time

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

$12,130,384$6,065,192$0199920132024YearValue
$8,837,865Latest year 2024

Participants Over Time

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

88440199920122024YearValue
88Latest 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
2024188$8,837,865$588,443$6,687iApproximate average salary by contribution assumption: employee only about $167,171 at 4% or $111,448 at 6%; with 50% employer match about $111,448 at 4% or $74,298 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-88$8,837,865$588,443$6,687iApproximate average salary by contribution assumption: employee only about $167,171 at 4% or $111,448 at 6%; with 50% employer match about $111,448 at 4% or $74,298 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%.
2023183$8,111,981$495,181$5,966iApproximate average salary by contribution assumption: employee only about $149,151 at 4% or $99,434 at 6%; with 50% employer match about $99,434 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-83$8,111,981$495,181$5,966iApproximate average salary by contribution assumption: employee only about $149,151 at 4% or $99,434 at 6%; with 50% employer match about $99,434 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%.
2022178$10,532,927$501,804$6,433iApproximate average salary by contribution assumption: employee only about $160,835 at 4% or $107,223 at 6%; with 50% employer match about $107,223 at 4% or $71,482 at 6%; with 100% employer match about $80,417 at 4% or $53,612 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-78$10,532,927$501,804$6,433iApproximate average salary by contribution assumption: employee only about $160,835 at 4% or $107,223 at 6%; with 50% employer match about $107,223 at 4% or $71,482 at 6%; with 100% employer match about $80,417 at 4% or $53,612 at 6%.
2021177$12,130,384$550,904$7,155iApproximate average salary by contribution assumption: employee only about $178,865 at 4% or $119,243 at 6%; with 50% employer match about $119,243 at 4% or $79,496 at 6%; with 100% employer match about $89,432 at 4% or $59,622 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-77$12,130,384$550,904$7,155iApproximate average salary by contribution assumption: employee only about $178,865 at 4% or $119,243 at 6%; with 50% employer match about $119,243 at 4% or $79,496 at 6%; with 100% employer match about $89,432 at 4% or $59,622 at 6%.
2020176$11,696,229$731,107$9,620iApproximate average salary by contribution assumption: employee only about $240,496 at 4% or $160,330 at 6%; with 50% employer match about $160,330 at 4% or $106,887 at 6%; with 100% employer match about $120,248 at 4% or $80,165 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-76$11,696,229$731,107$9,620iApproximate average salary by contribution assumption: employee only about $240,496 at 4% or $160,330 at 6%; with 50% employer match about $160,330 at 4% or $106,887 at 6%; with 100% employer match about $120,248 at 4% or $80,165 at 6%.
2019174$10,224,243$423,925$5,729iApproximate average salary by contribution assumption: employee only about $143,218 at 4% or $95,479 at 6%; with 50% employer match about $95,479 at 4% or $63,652 at 6%; with 100% employer match about $71,609 at 4% or $47,739 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-74$10,224,243$423,925$5,729iApproximate average salary by contribution assumption: employee only about $143,218 at 4% or $95,479 at 6%; with 50% employer match about $95,479 at 4% or $63,652 at 6%; with 100% employer match about $71,609 at 4% or $47,739 at 6%.
2018169$8,237,191$419,172$6,075iApproximate average salary by contribution assumption: employee only about $151,874 at 4% or $101,249 at 6%; with 50% employer match about $101,249 at 4% or $67,500 at 6%; with 100% employer match about $75,937 at 4% or $50,625 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-69$8,237,191$419,172$6,075iApproximate average salary by contribution assumption: employee only about $151,874 at 4% or $101,249 at 6%; with 50% employer match about $101,249 at 4% or $67,500 at 6%; with 100% employer match about $75,937 at 4% or $50,625 at 6%.
2017164$8,671,963$352,556$5,509iApproximate average salary by contribution assumption: employee only about $137,717 at 4% or $91,811 at 6%; with 50% employer match about $91,811 at 4% or $61,208 at 6%; with 100% employer match about $68,859 at 4% or $45,906 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-64$8,671,963$352,556$5,509iApproximate average salary by contribution assumption: employee only about $137,717 at 4% or $91,811 at 6%; with 50% employer match about $91,811 at 4% or $61,208 at 6%; with 100% employer match about $68,859 at 4% or $45,906 at 6%.
2016161$7,193,099$284,810$4,669iApproximate average salary by contribution assumption: employee only about $116,725 at 4% or $77,817 at 6%; with 50% employer match about $77,817 at 4% or $51,878 at 6%; with 100% employer match about $58,363 at 4% or $38,908 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-61$7,193,099$284,810$4,669iApproximate average salary by contribution assumption: employee only about $116,725 at 4% or $77,817 at 6%; with 50% employer match about $77,817 at 4% or $51,878 at 6%; with 100% employer match about $58,363 at 4% or $38,908 at 6%.
2015157$6,445,828$254,413$4,463iApproximate average salary by contribution assumption: employee only about $111,585 at 4% or $74,390 at 6%; with 50% employer match about $74,390 at 4% or $49,593 at 6%; with 100% employer match about $55,792 at 4% or $37,195 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-57$6,445,828$254,413$4,463iApproximate average salary by contribution assumption: employee only about $111,585 at 4% or $74,390 at 6%; with 50% employer match about $74,390 at 4% or $49,593 at 6%; with 100% employer match about $55,792 at 4% or $37,195 at 6%.
2014148$6,505,904$203,375$4,237iApproximate average salary by contribution assumption: employee only about $105,924 at 4% or $70,616 at 6%; with 50% employer match about $70,616 at 4% or $47,078 at 6%; with 100% employer match about $52,962 at 4% or $35,308 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-48$6,505,904$203,375$4,237iApproximate average salary by contribution assumption: employee only about $105,924 at 4% or $70,616 at 6%; with 50% employer match about $70,616 at 4% or $47,078 at 6%; with 100% employer match about $52,962 at 4% or $35,308 at 6%.
2013147$6,694,942$329,639$7,014iApproximate average salary by contribution assumption: employee only about $175,340 at 4% or $116,893 at 6%; with 50% employer match about $116,893 at 4% or $77,929 at 6%; with 100% employer match about $87,670 at 4% or $58,447 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-47$6,694,942$329,639$7,014iApproximate average salary by contribution assumption: employee only about $175,340 at 4% or $116,893 at 6%; with 50% employer match about $116,893 at 4% or $77,929 at 6%; with 100% employer match about $87,670 at 4% or $58,447 at 6%.
2012147$5,617,496$211,133$4,492iApproximate average salary by contribution assumption: employee only about $112,305 at 4% or $74,870 at 6%; with 50% employer match about $74,870 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,435 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-47$5,617,496$211,133$4,492iApproximate average salary by contribution assumption: employee only about $112,305 at 4% or $74,870 at 6%; with 50% employer match about $74,870 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,435 at 6%.
2011149$5,592,136$188,357$3,844iApproximate average salary by contribution assumption: employee only about $96,101 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,034 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-49$5,592,136$188,357$3,844iApproximate average salary by contribution assumption: employee only about $96,101 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,034 at 6%.
2010170$6,548,390$269,551$3,851iApproximate average salary by contribution assumption: employee only about $96,268 at 4% or $64,179 at 6%; with 50% employer match about $64,179 at 4% or $42,786 at 6%; with 100% employer match about $48,134 at 4% or $32,089 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-70$6,548,390$269,551$3,851iApproximate average salary by contribution assumption: employee only about $96,268 at 4% or $64,179 at 6%; with 50% employer match about $64,179 at 4% or $42,786 at 6%; with 100% employer match about $48,134 at 4% or $32,089 at 6%.
2009179$5,849,642$287,611$3,641iApproximate average salary by contribution assumption: employee only about $91,016 at 4% or $60,677 at 6%; with 50% employer match about $60,677 at 4% or $40,452 at 6%; with 100% employer match about $45,508 at 4% or $30,339 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-79$5,849,642$287,611$3,641iApproximate average salary by contribution assumption: employee only about $91,016 at 4% or $60,677 at 6%; with 50% employer match about $60,677 at 4% or $40,452 at 6%; with 100% employer match about $45,508 at 4% or $30,339 at 6%.
2008158$4,970,292$496,058$8,553iApproximate average salary by contribution assumption: employee only about $213,818 at 4% or $142,545 at 6%; with 50% employer match about $142,545 at 4% or $95,030 at 6%; with 100% employer match about $106,909 at 4% or $71,273 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-58$4,970,292$496,058$8,553iApproximate average salary by contribution assumption: employee only about $213,818 at 4% or $142,545 at 6%; with 50% employer match about $142,545 at 4% or $95,030 at 6%; with 100% employer match about $106,909 at 4% or $71,273 at 6%.
2007156$0$0-
S.A. Morman & Company 401K Profit Sharing Plan-56---
2006156$5,604,993$385,016$6,875iApproximate average salary by contribution assumption: employee only about $171,882 at 4% or $114,588 at 6%; with 50% employer match about $114,588 at 4% or $76,392 at 6%; with 100% employer match about $85,941 at 4% or $57,294 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-56$5,604,993$385,016$6,875iApproximate average salary by contribution assumption: employee only about $171,882 at 4% or $114,588 at 6%; with 50% employer match about $114,588 at 4% or $76,392 at 6%; with 100% employer match about $85,941 at 4% or $57,294 at 6%.
2005156$4,832,786$367,712$6,566iApproximate average salary by contribution assumption: employee only about $164,157 at 4% or $109,438 at 6%; with 50% employer match about $109,438 at 4% or $72,959 at 6%; with 100% employer match about $82,079 at 4% or $54,719 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-56$4,832,786$367,712$6,566iApproximate average salary by contribution assumption: employee only about $164,157 at 4% or $109,438 at 6%; with 50% employer match about $109,438 at 4% or $72,959 at 6%; with 100% employer match about $82,079 at 4% or $54,719 at 6%.
2004152$4,183,342$274,289$5,275iApproximate average salary by contribution assumption: employee only about $131,870 at 4% or $87,913 at 6%; with 50% employer match about $87,913 at 4% or $58,609 at 6%; with 100% employer match about $65,935 at 4% or $43,957 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-52$4,183,342$274,289$5,275iApproximate average salary by contribution assumption: employee only about $131,870 at 4% or $87,913 at 6%; with 50% employer match about $87,913 at 4% or $58,609 at 6%; with 100% employer match about $65,935 at 4% or $43,957 at 6%.
2003152$3,687,740$250,551$4,818iApproximate average salary by contribution assumption: employee only about $120,457 at 4% or $80,305 at 6%; with 50% employer match about $80,305 at 4% or $53,537 at 6%; with 100% employer match about $60,229 at 4% or $40,152 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-52$3,687,740$250,551$4,818iApproximate average salary by contribution assumption: employee only about $120,457 at 4% or $80,305 at 6%; with 50% employer match about $80,305 at 4% or $53,537 at 6%; with 100% employer match about $60,229 at 4% or $40,152 at 6%.
2002152$2,874,288$330,251$6,351iApproximate average salary by contribution assumption: employee only about $158,775 at 4% or $105,850 at 6%; with 50% employer match about $105,850 at 4% or $70,566 at 6%; with 100% employer match about $79,387 at 4% or $52,925 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-52$2,874,288$330,251$6,351iApproximate average salary by contribution assumption: employee only about $158,775 at 4% or $105,850 at 6%; with 50% employer match about $105,850 at 4% or $70,566 at 6%; with 100% employer match about $79,387 at 4% or $52,925 at 6%.
2001142$0$0-
S.A. Morman & Company 401K Profit Sharing Plan-42---
2000153$0$0-
S.A. Morman & Company 401K Profit Sharing Plan-53---
1999153$4,211,264$268,296$5,062iApproximate average salary by contribution assumption: employee only about $126,555 at 4% or $84,370 at 6%; with 50% employer match about $84,370 at 4% or $56,247 at 6%; with 100% employer match about $63,277 at 4% or $42,185 at 6%.
S.A. Morman & Company 401K Profit Sharing Plan-53$4,211,264$268,296$5,062iApproximate average salary by contribution assumption: employee only about $126,555 at 4% or $84,370 at 6%; with 50% employer match about $84,370 at 4% or $56,247 at 6%; with 100% employer match about $63,277 at 4% or $42,185 at 6%.