Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$837,443
2024 Contributions
$168,986
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $837,443 | $168,986 | $21,123iApproximate average salary by contribution assumption: employee only about $528,081 at 4% or $352,054 at 6%; with 50% employer match about $352,054 at 4% or $234,703 at 6%; with 100% employer match about $264,041 at 4% or $176,027 at 6%. |
| Morey & Associates 401K | - | 8 | $837,443 | $168,986 | $21,123iApproximate average salary by contribution assumption: employee only about $528,081 at 4% or $352,054 at 6%; with 50% employer match about $352,054 at 4% or $234,703 at 6%; with 100% employer match about $264,041 at 4% or $176,027 at 6%. |
| 2023 | 1 | 7 | $643,486 | $71,773 | $10,253iApproximate average salary by contribution assumption: employee only about $256,332 at 4% or $170,888 at 6%; with 50% employer match about $170,888 at 4% or $113,925 at 6%; with 100% employer match about $128,166 at 4% or $85,444 at 6%. |
| Morey & Associates 401K | - | 7 | $643,486 | $71,773 | $10,253iApproximate average salary by contribution assumption: employee only about $256,332 at 4% or $170,888 at 6%; with 50% employer match about $170,888 at 4% or $113,925 at 6%; with 100% employer match about $128,166 at 4% or $85,444 at 6%. |
| 2022 | 1 | 5 | $524,269 | $68,991 | $13,798iApproximate average salary by contribution assumption: employee only about $344,955 at 4% or $229,970 at 6%; with 50% employer match about $229,970 at 4% or $153,313 at 6%; with 100% employer match about $172,478 at 4% or $114,985 at 6%. |
| Morey & Associates 401K | - | 5 | $524,269 | $68,991 | $13,798iApproximate average salary by contribution assumption: employee only about $344,955 at 4% or $229,970 at 6%; with 50% employer match about $229,970 at 4% or $153,313 at 6%; with 100% employer match about $172,478 at 4% or $114,985 at 6%. |
| 2021 | 1 | 12 | $621,544 | $59,118 | $4,927iApproximate average salary by contribution assumption: employee only about $123,163 at 4% or $82,108 at 6%; with 50% employer match about $82,108 at 4% or $54,739 at 6%; with 100% employer match about $61,581 at 4% or $41,054 at 6%. |
| Morey & Associates 401K | - | 12 | $621,544 | $59,118 | $4,927iApproximate average salary by contribution assumption: employee only about $123,163 at 4% or $82,108 at 6%; with 50% employer match about $82,108 at 4% or $54,739 at 6%; with 100% employer match about $61,581 at 4% or $41,054 at 6%. |
| 2020 | 1 | 9 | $666,438 | $45,044 | $5,005iApproximate average salary by contribution assumption: employee only about $125,122 at 4% or $83,415 at 6%; with 50% employer match about $83,415 at 4% or $55,610 at 6%; with 100% employer match about $62,561 at 4% or $41,707 at 6%. |
| Morey & Associates 401K | - | 9 | $666,438 | $45,044 | $5,005iApproximate average salary by contribution assumption: employee only about $125,122 at 4% or $83,415 at 6%; with 50% employer match about $83,415 at 4% or $55,610 at 6%; with 100% employer match about $62,561 at 4% or $41,707 at 6%. |
| 2019 | 1 | 8 | $902,177 | $48,875 | $6,109iApproximate average salary by contribution assumption: employee only about $152,734 at 4% or $101,823 at 6%; with 50% employer match about $101,823 at 4% or $67,882 at 6%; with 100% employer match about $76,367 at 4% or $50,911 at 6%. |
| Morey & Associates 401K | - | 8 | $902,177 | $48,875 | $6,109iApproximate average salary by contribution assumption: employee only about $152,734 at 4% or $101,823 at 6%; with 50% employer match about $101,823 at 4% or $67,882 at 6%; with 100% employer match about $76,367 at 4% or $50,911 at 6%. |
| 2018 | 1 | 6 | $814,817 | $290,183 | $48,364iApproximate average salary by contribution assumption: employee only about $1,209,096 at 4% or $806,064 at 6%; with 50% employer match about $806,064 at 4% or $537,376 at 6%; with 100% employer match about $604,548 at 4% or $403,032 at 6%. |
| Morey & Associates 401K | - | 6 | $814,817 | $290,183 | $48,364iApproximate average salary by contribution assumption: employee only about $1,209,096 at 4% or $806,064 at 6%; with 50% employer match about $806,064 at 4% or $537,376 at 6%; with 100% employer match about $604,548 at 4% or $403,032 at 6%. |
| 2017 | 1 | 2 | $275,955 | $74,188 | $37,094iApproximate average salary by contribution assumption: employee only about $927,350 at 4% or $618,233 at 6%; with 50% employer match about $618,233 at 4% or $412,156 at 6%; with 100% employer match about $463,675 at 4% or $309,117 at 6%. |
| Morey & Associates 401K | - | 2 | $275,955 | $74,188 | $37,094iApproximate average salary by contribution assumption: employee only about $927,350 at 4% or $618,233 at 6%; with 50% employer match about $618,233 at 4% or $412,156 at 6%; with 100% employer match about $463,675 at 4% or $309,117 at 6%. |
| 2016 | 1 | 1 | $219,596 | $125,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| Morey & Associates 401K | - | 1 | $219,596 | $125,000 | $125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%. |
| 2015 | 1 | 1 | $131,414 | $135,000 | $135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%. |
| Morey & Associates 401K | - | 1 | $131,414 | $135,000 | $135,000iApproximate average salary by contribution assumption: employee only about $3,375,000 at 4% or $2,250,000 at 6%; with 50% employer match about $2,250,000 at 4% or $1,500,000 at 6%; with 100% employer match about $1,687,500 at 4% or $1,125,000 at 6%. |