Morello Accounting Group Inc.
Plan context: Morello Accounting Group 401(K) Plan
EIN 46-4425699 • El Dorado Hills, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$632,771
2025 Contributions
$81,750
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Morello Accounting Group 401(K) Plan | - | 0 | $0 | $0 | - |
| 2024 | 1 | 2 | $632,771 | $81,750 | $40,875iApproximate average salary by contribution assumption: employee only about $1,021,875 at 4% or $681,250 at 6%; with 50% employer match about $681,250 at 4% or $454,167 at 6%; with 100% employer match about $510,938 at 4% or $340,625 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 2 | $632,771 | $81,750 | $40,875iApproximate average salary by contribution assumption: employee only about $1,021,875 at 4% or $681,250 at 6%; with 50% employer match about $681,250 at 4% or $454,167 at 6%; with 100% employer match about $510,938 at 4% or $340,625 at 6%. |
| 2023 | 2 | 2 | $1,518,802 | $166,168 | $83,084iApproximate average salary by contribution assumption: employee only about $2,077,100 at 4% or $1,384,733 at 6%; with 50% employer match about $1,384,733 at 4% or $923,156 at 6%; with 100% employer match about $1,038,550 at 4% or $692,367 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 2 | $759,401 | $83,084 | $41,542iApproximate average salary by contribution assumption: employee only about $1,038,550 at 4% or $692,367 at 6%; with 50% employer match about $692,367 at 4% or $461,578 at 6%; with 100% employer match about $519,275 at 4% or $346,183 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 2 | $759,401 | $83,084 | $41,542iApproximate average salary by contribution assumption: employee only about $1,038,550 at 4% or $692,367 at 6%; with 50% employer match about $692,367 at 4% or $461,578 at 6%; with 100% employer match about $519,275 at 4% or $346,183 at 6%. |
| 2022 | 1 | 3 | $622,978 | $37,399 | $12,466iApproximate average salary by contribution assumption: employee only about $311,658 at 4% or $207,772 at 6%; with 50% employer match about $207,772 at 4% or $138,515 at 6%; with 100% employer match about $155,829 at 4% or $103,886 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 3 | $622,978 | $37,399 | $12,466iApproximate average salary by contribution assumption: employee only about $311,658 at 4% or $207,772 at 6%; with 50% employer match about $207,772 at 4% or $138,515 at 6%; with 100% employer match about $155,829 at 4% or $103,886 at 6%. |
| 2021 | 1 | 3 | $646,198 | $37,567 | $12,522iApproximate average salary by contribution assumption: employee only about $313,058 at 4% or $208,706 at 6%; with 50% employer match about $208,706 at 4% or $139,137 at 6%; with 100% employer match about $156,529 at 4% or $104,353 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 3 | $646,198 | $37,567 | $12,522iApproximate average salary by contribution assumption: employee only about $313,058 at 4% or $208,706 at 6%; with 50% employer match about $208,706 at 4% or $139,137 at 6%; with 100% employer match about $156,529 at 4% or $104,353 at 6%. |
| 2020 | 1 | 3 | $602,570 | $37,603 | $12,534iApproximate average salary by contribution assumption: employee only about $313,358 at 4% or $208,906 at 6%; with 50% employer match about $208,906 at 4% or $139,270 at 6%; with 100% employer match about $156,679 at 4% or $104,453 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 3 | $602,570 | $37,603 | $12,534iApproximate average salary by contribution assumption: employee only about $313,358 at 4% or $208,906 at 6%; with 50% employer match about $208,906 at 4% or $139,270 at 6%; with 100% employer match about $156,679 at 4% or $104,453 at 6%. |
| 2019 | 1 | 3 | $519,973 | $40,365 | $13,455iApproximate average salary by contribution assumption: employee only about $336,375 at 4% or $224,250 at 6%; with 50% employer match about $224,250 at 4% or $149,500 at 6%; with 100% employer match about $168,188 at 4% or $112,125 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 3 | $519,973 | $40,365 | $13,455iApproximate average salary by contribution assumption: employee only about $336,375 at 4% or $224,250 at 6%; with 50% employer match about $224,250 at 4% or $149,500 at 6%; with 100% employer match about $168,188 at 4% or $112,125 at 6%. |
| 2018 | 1 | 3 | $423,257 | $37,398 | $12,466iApproximate average salary by contribution assumption: employee only about $311,650 at 4% or $207,767 at 6%; with 50% employer match about $207,767 at 4% or $138,511 at 6%; with 100% employer match about $155,825 at 4% or $103,883 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 3 | $423,257 | $37,398 | $12,466iApproximate average salary by contribution assumption: employee only about $311,650 at 4% or $207,767 at 6%; with 50% employer match about $207,767 at 4% or $138,511 at 6%; with 100% employer match about $155,825 at 4% or $103,883 at 6%. |
| 2017 | 1 | 4 | $402,312 | $70,996 | $17,749iApproximate average salary by contribution assumption: employee only about $443,725 at 4% or $295,817 at 6%; with 50% employer match about $295,817 at 4% or $197,211 at 6%; with 100% employer match about $221,863 at 4% or $147,908 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 4 | $402,312 | $70,996 | $17,749iApproximate average salary by contribution assumption: employee only about $443,725 at 4% or $295,817 at 6%; with 50% employer match about $295,817 at 4% or $197,211 at 6%; with 100% employer match about $221,863 at 4% or $147,908 at 6%. |
| 2016 | 1 | 3 | $293,052 | $68,526 | $22,842iApproximate average salary by contribution assumption: employee only about $571,050 at 4% or $380,700 at 6%; with 50% employer match about $380,700 at 4% or $253,800 at 6%; with 100% employer match about $285,525 at 4% or $190,350 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 3 | $293,052 | $68,526 | $22,842iApproximate average salary by contribution assumption: employee only about $571,050 at 4% or $380,700 at 6%; with 50% employer match about $380,700 at 4% or $253,800 at 6%; with 100% employer match about $285,525 at 4% or $190,350 at 6%. |
| 2015 | 2 | 4 | $430,224 | $341,710 | $85,428iApproximate average salary by contribution assumption: employee only about $2,135,688 at 4% or $1,423,792 at 6%; with 50% employer match about $1,423,792 at 4% or $949,194 at 6%; with 100% employer match about $1,067,844 at 4% or $711,896 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 4 | $215,112 | $170,855 | $42,714iApproximate average salary by contribution assumption: employee only about $1,067,844 at 4% or $711,896 at 6%; with 50% employer match about $711,896 at 4% or $474,597 at 6%; with 100% employer match about $533,922 at 4% or $355,948 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 4 | $215,112 | $170,855 | $42,714iApproximate average salary by contribution assumption: employee only about $1,067,844 at 4% or $711,896 at 6%; with 50% employer match about $711,896 at 4% or $474,597 at 6%; with 100% employer match about $533,922 at 4% or $355,948 at 6%. |
| 2014 | 1 | 1 | $44,000 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Morello Accounting Group 401(K) Plan | - | 1 | $44,000 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |