Civic Intelligence

Mor Wealth Management LLC

Plan context: Mor Wealth Management 401(K) Plan

EIN 46-3637409 • Philadelphia, PA • 11 filings • 1 plans

100 East Penn Square, Suite 400Philadelphia, PA 19107
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,326,851

2025 Contributions

$168,405

Historical Graphs

Total Assets Over Time

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

$1,326,851$663,426$0201520202025YearValue
$1,326,851Latest year 2025

Participants Over Time

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

740201520202025YearValue
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$1,326,851$168,405$24,058iApproximate average salary by contribution assumption: employee only about $601,446 at 4% or $400,964 at 6%; with 50% employer match about $400,964 at 4% or $267,310 at 6%; with 100% employer match about $300,723 at 4% or $200,482 at 6%.
Mor Wealth Management 401(K) Plan-7$1,326,851$168,405$24,058iApproximate average salary by contribution assumption: employee only about $601,446 at 4% or $400,964 at 6%; with 50% employer match about $400,964 at 4% or $267,310 at 6%; with 100% employer match about $300,723 at 4% or $200,482 at 6%.
202416$1,033,551$173,313$28,886iApproximate average salary by contribution assumption: employee only about $722,138 at 4% or $481,425 at 6%; with 50% employer match about $481,425 at 4% or $320,950 at 6%; with 100% employer match about $361,069 at 4% or $240,713 at 6%.
Mor Wealth Management 401(K) Plan-6$1,033,551$173,313$28,886iApproximate average salary by contribution assumption: employee only about $722,138 at 4% or $481,425 at 6%; with 50% employer match about $481,425 at 4% or $320,950 at 6%; with 100% employer match about $361,069 at 4% or $240,713 at 6%.
202315$742,961$139,015$27,803iApproximate average salary by contribution assumption: employee only about $695,075 at 4% or $463,383 at 6%; with 50% employer match about $463,383 at 4% or $308,922 at 6%; with 100% employer match about $347,538 at 4% or $231,692 at 6%.
Mor Wealth Management 401(K) Plan-5$742,961$139,015$27,803iApproximate average salary by contribution assumption: employee only about $695,075 at 4% or $463,383 at 6%; with 50% employer match about $463,383 at 4% or $308,922 at 6%; with 100% employer match about $347,538 at 4% or $231,692 at 6%.
202216$683,282$189,797$31,633iApproximate average salary by contribution assumption: employee only about $790,821 at 4% or $527,214 at 6%; with 50% employer match about $527,214 at 4% or $351,476 at 6%; with 100% employer match about $395,410 at 4% or $263,607 at 6%.
Mor Wealth Management 401(K) Plan-6$683,282$189,797$31,633iApproximate average salary by contribution assumption: employee only about $790,821 at 4% or $527,214 at 6%; with 50% employer match about $527,214 at 4% or $351,476 at 6%; with 100% employer match about $395,410 at 4% or $263,607 at 6%.
202115$650,601$120,714$24,143iApproximate average salary by contribution assumption: employee only about $603,570 at 4% or $402,380 at 6%; with 50% employer match about $402,380 at 4% or $268,253 at 6%; with 100% employer match about $301,785 at 4% or $201,190 at 6%.
Mor Wealth Management 401(K) Plan-5$650,601$120,714$24,143iApproximate average salary by contribution assumption: employee only about $603,570 at 4% or $402,380 at 6%; with 50% employer match about $402,380 at 4% or $268,253 at 6%; with 100% employer match about $301,785 at 4% or $201,190 at 6%.
202015$516,325$103,458$20,692iApproximate average salary by contribution assumption: employee only about $517,290 at 4% or $344,860 at 6%; with 50% employer match about $344,860 at 4% or $229,907 at 6%; with 100% employer match about $258,645 at 4% or $172,430 at 6%.
Mor Wealth Management 401(K) Plan-5$516,325$103,458$20,692iApproximate average salary by contribution assumption: employee only about $517,290 at 4% or $344,860 at 6%; with 50% employer match about $344,860 at 4% or $229,907 at 6%; with 100% employer match about $258,645 at 4% or $172,430 at 6%.
201915$377,157$95,510$19,102iApproximate average salary by contribution assumption: employee only about $477,550 at 4% or $318,367 at 6%; with 50% employer match about $318,367 at 4% or $212,244 at 6%; with 100% employer match about $238,775 at 4% or $159,183 at 6%.
Mor Wealth Management 401(K) Plan-5$377,157$95,510$19,102iApproximate average salary by contribution assumption: employee only about $477,550 at 4% or $318,367 at 6%; with 50% employer match about $318,367 at 4% or $212,244 at 6%; with 100% employer match about $238,775 at 4% or $159,183 at 6%.
201815$231,203$97,308$19,462iApproximate average salary by contribution assumption: employee only about $486,540 at 4% or $324,360 at 6%; with 50% employer match about $324,360 at 4% or $216,240 at 6%; with 100% employer match about $243,270 at 4% or $162,180 at 6%.
Mor Wealth Management 401(K) Plan-5$231,203$97,308$19,462iApproximate average salary by contribution assumption: employee only about $486,540 at 4% or $324,360 at 6%; with 50% employer match about $324,360 at 4% or $216,240 at 6%; with 100% employer match about $243,270 at 4% or $162,180 at 6%.
201713$150,028$65,470$21,823iApproximate average salary by contribution assumption: employee only about $545,583 at 4% or $363,722 at 6%; with 50% employer match about $363,722 at 4% or $242,481 at 6%; with 100% employer match about $272,792 at 4% or $181,861 at 6%.
Mor Wealth Management 401(K) Plan-3$150,028$65,470$21,823iApproximate average salary by contribution assumption: employee only about $545,583 at 4% or $363,722 at 6%; with 50% employer match about $363,722 at 4% or $242,481 at 6%; with 100% employer match about $272,792 at 4% or $181,861 at 6%.
201613$66,812$35,683$11,894iApproximate average salary by contribution assumption: employee only about $297,358 at 4% or $198,239 at 6%; with 50% employer match about $198,239 at 4% or $132,159 at 6%; with 100% employer match about $148,679 at 4% or $99,119 at 6%.
Mor Wealth Management 401(K) Plan-3$66,812$35,683$11,894iApproximate average salary by contribution assumption: employee only about $297,358 at 4% or $198,239 at 6%; with 50% employer match about $198,239 at 4% or $132,159 at 6%; with 100% employer match about $148,679 at 4% or $99,119 at 6%.
201513$24,668$24,616$8,205iApproximate average salary by contribution assumption: employee only about $205,133 at 4% or $136,756 at 6%; with 50% employer match about $136,756 at 4% or $91,170 at 6%; with 100% employer match about $102,567 at 4% or $68,378 at 6%.
Mor Wealth Management 401(K) Plan-3$24,668$24,616$8,205iApproximate average salary by contribution assumption: employee only about $205,133 at 4% or $136,756 at 6%; with 50% employer match about $136,756 at 4% or $91,170 at 6%; with 100% employer match about $102,567 at 4% or $68,378 at 6%.