Civic Intelligence

Morris & Co. Inc.

Plan context: Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust

EIN 42-0942512 • Marion, IA • 23 filings • 3 plans

4512 Lakeside RdMarion, IA 52302
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$3,030,821

2020 Contributions

$53,516

Historical Graphs

Total Assets Over Time

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

$15,941,436$7,970,718$0199920102019YearValue
$3,030,821Latest year 2019

Participants Over Time

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

19100199920092019YearValue
7Latest year 2019

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
202010$0$0-
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-0$0--
201917$3,030,821$53,516$7,645iApproximate average salary by contribution assumption: employee only about $191,129 at 4% or $127,419 at 6%; with 50% employer match about $127,419 at 4% or $84,946 at 6%; with 100% employer match about $95,564 at 4% or $63,710 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$3,030,821$53,516$7,645iApproximate average salary by contribution assumption: employee only about $191,129 at 4% or $127,419 at 6%; with 50% employer match about $127,419 at 4% or $84,946 at 6%; with 100% employer match about $95,564 at 4% or $63,710 at 6%.
201815$2,321,894$32,422$6,484iApproximate average salary by contribution assumption: employee only about $162,110 at 4% or $108,073 at 6%; with 50% employer match about $108,073 at 4% or $72,049 at 6%; with 100% employer match about $81,055 at 4% or $54,037 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-5$2,321,894$32,422$6,484iApproximate average salary by contribution assumption: employee only about $162,110 at 4% or $108,073 at 6%; with 50% employer match about $108,073 at 4% or $72,049 at 6%; with 100% employer match about $81,055 at 4% or $54,037 at 6%.
201715$2,459,862$37,626$7,525iApproximate average salary by contribution assumption: employee only about $188,130 at 4% or $125,420 at 6%; with 50% employer match about $125,420 at 4% or $83,613 at 6%; with 100% employer match about $94,065 at 4% or $62,710 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-5$2,459,862$37,626$7,525iApproximate average salary by contribution assumption: employee only about $188,130 at 4% or $125,420 at 6%; with 50% employer match about $125,420 at 4% or $83,613 at 6%; with 100% employer match about $94,065 at 4% or $62,710 at 6%.
201615$2,019,448$50,663$10,133iApproximate average salary by contribution assumption: employee only about $253,315 at 4% or $168,877 at 6%; with 50% employer match about $168,877 at 4% or $112,584 at 6%; with 100% employer match about $126,658 at 4% or $84,438 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-5$2,019,448$50,663$10,133iApproximate average salary by contribution assumption: employee only about $253,315 at 4% or $168,877 at 6%; with 50% employer match about $168,877 at 4% or $112,584 at 6%; with 100% employer match about $126,658 at 4% or $84,438 at 6%.
201516$1,825,552$52,382$8,730iApproximate average salary by contribution assumption: employee only about $218,258 at 4% or $145,506 at 6%; with 50% employer match about $145,506 at 4% or $97,004 at 6%; with 100% employer match about $109,129 at 4% or $72,753 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-6$1,825,552$52,382$8,730iApproximate average salary by contribution assumption: employee only about $218,258 at 4% or $145,506 at 6%; with 50% employer match about $145,506 at 4% or $97,004 at 6%; with 100% employer match about $109,129 at 4% or $72,753 at 6%.
201418$10,747,742$53,029$6,629iApproximate average salary by contribution assumption: employee only about $165,716 at 4% or $110,477 at 6%; with 50% employer match about $110,477 at 4% or $73,651 at 6%; with 100% employer match about $82,858 at 4% or $55,239 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-8$10,747,742$53,029$6,629iApproximate average salary by contribution assumption: employee only about $165,716 at 4% or $110,477 at 6%; with 50% employer match about $110,477 at 4% or $73,651 at 6%; with 100% employer match about $82,858 at 4% or $55,239 at 6%.
201317$10,077,298$49,599$7,086iApproximate average salary by contribution assumption: employee only about $177,139 at 4% or $118,093 at 6%; with 50% employer match about $118,093 at 4% or $78,729 at 6%; with 100% employer match about $88,570 at 4% or $59,046 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$10,077,298$49,599$7,086iApproximate average salary by contribution assumption: employee only about $177,139 at 4% or $118,093 at 6%; with 50% employer match about $118,093 at 4% or $78,729 at 6%; with 100% employer match about $88,570 at 4% or $59,046 at 6%.
201217$8,500,646$49,089$7,013iApproximate average salary by contribution assumption: employee only about $175,318 at 4% or $116,879 at 6%; with 50% employer match about $116,879 at 4% or $77,919 at 6%; with 100% employer match about $87,659 at 4% or $58,439 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$8,500,646$49,089$7,013iApproximate average salary by contribution assumption: employee only about $175,318 at 4% or $116,879 at 6%; with 50% employer match about $116,879 at 4% or $77,919 at 6%; with 100% employer match about $87,659 at 4% or $58,439 at 6%.
201118$8,592,474$53,039$6,630iApproximate average salary by contribution assumption: employee only about $165,747 at 4% or $110,498 at 6%; with 50% employer match about $110,498 at 4% or $73,665 at 6%; with 100% employer match about $82,873 at 4% or $55,249 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-8$8,592,474$53,039$6,630iApproximate average salary by contribution assumption: employee only about $165,747 at 4% or $110,498 at 6%; with 50% employer match about $110,498 at 4% or $73,665 at 6%; with 100% employer match about $82,873 at 4% or $55,249 at 6%.
201018$8,879,227$51,281$6,410iApproximate average salary by contribution assumption: employee only about $160,253 at 4% or $106,835 at 6%; with 50% employer match about $106,835 at 4% or $71,224 at 6%; with 100% employer match about $80,127 at 4% or $53,418 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-8$8,879,227$51,281$6,410iApproximate average salary by contribution assumption: employee only about $160,253 at 4% or $106,835 at 6%; with 50% employer match about $106,835 at 4% or $71,224 at 6%; with 100% employer match about $80,127 at 4% or $53,418 at 6%.
2009110$10,150,914$69,366$6,937iApproximate average salary by contribution assumption: employee only about $173,415 at 4% or $115,610 at 6%; with 50% employer match about $115,610 at 4% or $77,073 at 6%; with 100% employer match about $86,708 at 4% or $57,805 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-10$10,150,914$69,366$6,937iApproximate average salary by contribution assumption: employee only about $173,415 at 4% or $115,610 at 6%; with 50% employer match about $115,610 at 4% or $77,073 at 6%; with 100% employer match about $86,708 at 4% or $57,805 at 6%.
200817$8,197,534$51,407$7,344iApproximate average salary by contribution assumption: employee only about $183,596 at 4% or $122,398 at 6%; with 50% employer match about $122,398 at 4% or $81,598 at 6%; with 100% employer match about $91,798 at 4% or $61,199 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$8,197,534$51,407$7,344iApproximate average salary by contribution assumption: employee only about $183,596 at 4% or $122,398 at 6%; with 50% employer match about $122,398 at 4% or $81,598 at 6%; with 100% employer match about $91,798 at 4% or $61,199 at 6%.
200717$12,726,560$73,335$10,476iApproximate average salary by contribution assumption: employee only about $261,911 at 4% or $174,607 at 6%; with 50% employer match about $174,607 at 4% or $116,405 at 6%; with 100% employer match about $130,955 at 4% or $87,304 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$12,726,560$73,335$10,476iApproximate average salary by contribution assumption: employee only about $261,911 at 4% or $174,607 at 6%; with 50% employer match about $174,607 at 4% or $116,405 at 6%; with 100% employer match about $130,955 at 4% or $87,304 at 6%.
200617$11,586,387$68,479$9,783iApproximate average salary by contribution assumption: employee only about $244,568 at 4% or $163,045 at 6%; with 50% employer match about $163,045 at 4% or $108,697 at 6%; with 100% employer match about $122,284 at 4% or $81,523 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$11,586,387$68,479$9,783iApproximate average salary by contribution assumption: employee only about $244,568 at 4% or $163,045 at 6%; with 50% employer match about $163,045 at 4% or $108,697 at 6%; with 100% employer match about $122,284 at 4% or $81,523 at 6%.
200518$9,929,192$59,479$7,435iApproximate average salary by contribution assumption: employee only about $185,872 at 4% or $123,915 at 6%; with 50% employer match about $123,915 at 4% or $82,610 at 6%; with 100% employer match about $92,936 at 4% or $61,957 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-8$9,929,192$59,479$7,435iApproximate average salary by contribution assumption: employee only about $185,872 at 4% or $123,915 at 6%; with 50% employer match about $123,915 at 4% or $82,610 at 6%; with 100% employer match about $92,936 at 4% or $61,957 at 6%.
200418$8,799,864$50,528$6,316iApproximate average salary by contribution assumption: employee only about $157,900 at 4% or $105,267 at 6%; with 50% employer match about $105,267 at 4% or $70,178 at 6%; with 100% employer match about $78,950 at 4% or $52,633 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-8$8,799,864$50,528$6,316iApproximate average salary by contribution assumption: employee only about $157,900 at 4% or $105,267 at 6%; with 50% employer match about $105,267 at 4% or $70,178 at 6%; with 100% employer match about $78,950 at 4% or $52,633 at 6%.
200317$9,345,905$42,581$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-7$9,345,905$42,581$6,083iApproximate average salary by contribution assumption: employee only about $152,075 at 4% or $101,383 at 6%; with 50% employer match about $101,383 at 4% or $67,589 at 6%; with 100% employer match about $76,038 at 4% or $50,692 at 6%.
2002213$15,941,436$166,570$12,813iApproximate average salary by contribution assumption: employee only about $320,327 at 4% or $213,551 at 6%; with 50% employer match about $213,551 at 4% or $142,368 at 6%; with 100% employer match about $160,163 at 4% or $106,776 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-13$7,980,843$93,410$7,185iApproximate average salary by contribution assumption: employee only about $179,635 at 4% or $119,756 at 6%; with 50% employer match about $119,756 at 4% or $79,838 at 6%; with 100% employer match about $89,817 at 4% or $59,878 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-13$7,960,593$73,160$5,628iApproximate average salary by contribution assumption: employee only about $140,692 at 4% or $93,795 at 6%; with 50% employer match about $93,795 at 4% or $62,530 at 6%; with 100% employer match about $70,346 at 4% or $46,897 at 6%.
2001117$0$0-
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-17---
2000119$9,976,242$193,060$10,161iApproximate average salary by contribution assumption: employee only about $254,026 at 4% or $169,351 at 6%; with 50% employer match about $169,351 at 4% or $112,901 at 6%; with 100% employer match about $127,013 at 4% or $84,675 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-19$9,976,242$193,060$10,161iApproximate average salary by contribution assumption: employee only about $254,026 at 4% or $169,351 at 6%; with 50% employer match about $169,351 at 4% or $112,901 at 6%; with 100% employer match about $127,013 at 4% or $84,675 at 6%.
1999119$10,951,282$164,851$8,676iApproximate average salary by contribution assumption: employee only about $216,909 at 4% or $144,606 at 6%; with 50% employer match about $144,606 at 4% or $96,404 at 6%; with 100% employer match about $108,455 at 4% or $72,303 at 6%.
Morris & Co. Inc. Amended and Restated Profit Sharing Plan and Trust-19$10,951,282$164,851$8,676iApproximate average salary by contribution assumption: employee only about $216,909 at 4% or $144,606 at 6%; with 50% employer match about $144,606 at 4% or $96,404 at 6%; with 100% employer match about $108,455 at 4% or $72,303 at 6%.