Civic Intelligence

Deborah Morgan & Company

Plan context: Deborah Morgan & Company 401(K) Plan

EIN 45-5538936 • Westlake Village, CA • 2 filings • 1 plans

2829 Townsgate RoadSuite 100Westlake Village, CA 91361
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$285,971

2025 Contributions

$8,645

Historical Graphs

Total Assets Over Time

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

$285,971$142,986$020242025YearValue
$285,971Latest year 2025

Participants Over Time

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

84020242025YearValue
7Latest year 2025

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
202517$285,971$8,645$1,235iApproximate average salary by contribution assumption: employee only about $30,875 at 4% or $20,583 at 6%; with 50% employer match about $20,583 at 4% or $13,722 at 6%; with 100% employer match about $15,438 at 4% or $10,292 at 6%.
Deborah Morgan & Company 401(K) Plan-7$285,971$8,645$1,235iApproximate average salary by contribution assumption: employee only about $30,875 at 4% or $20,583 at 6%; with 50% employer match about $20,583 at 4% or $13,722 at 6%; with 100% employer match about $15,438 at 4% or $10,292 at 6%.
202418$242,210$10,875$1,359iApproximate average salary by contribution assumption: employee only about $33,984 at 4% or $22,656 at 6%; with 50% employer match about $22,656 at 4% or $15,104 at 6%; with 100% employer match about $16,992 at 4% or $11,328 at 6%.
Deborah Morgan & Company 401(K) Plan-8$242,210$10,875$1,359iApproximate average salary by contribution assumption: employee only about $33,984 at 4% or $22,656 at 6%; with 50% employer match about $22,656 at 4% or $15,104 at 6%; with 100% employer match about $16,992 at 4% or $11,328 at 6%.