Morneau Shepell Limited
Plan context: Morneau Shepell Limited Retirement Savings Plan
EIN 52-1883918 • Atlanta, GA • 40 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,154
2024 Assets
$98,937,507
2024 Contributions
$10,155,977
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 | 1,154 | $98,937,507 | $10,155,977 | $8,801iApproximate average salary by contribution assumption: employee only about $220,017 at 4% or $146,678 at 6%; with 50% employer match about $146,678 at 4% or $97,785 at 6%; with 100% employer match about $110,008 at 4% or $73,339 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,154 | $98,937,507 | $10,155,977 | $8,801iApproximate average salary by contribution assumption: employee only about $220,017 at 4% or $146,678 at 6%; with 50% employer match about $146,678 at 4% or $97,785 at 6%; with 100% employer match about $110,008 at 4% or $73,339 at 6%. |
| 2023 | 2 | 1,356 | $86,930,326 | $9,595,236 | $7,076iApproximate average salary by contribution assumption: employee only about $176,903 at 4% or $117,936 at 6%; with 50% employer match about $117,936 at 4% or $78,624 at 6%; with 100% employer match about $88,452 at 4% or $58,968 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,356 | $86,930,326 | $9,595,236 | $7,076iApproximate average salary by contribution assumption: employee only about $176,903 at 4% or $117,936 at 6%; with 50% employer match about $117,936 at 4% or $78,624 at 6%; with 100% employer match about $88,452 at 4% or $58,968 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 771 | - | - | - |
| 2022 | 2 | 1,672 | $75,562,222 | $12,309,371 | $7,362iApproximate average salary by contribution assumption: employee only about $184,052 at 4% or $122,701 at 6%; with 50% employer match about $122,701 at 4% or $81,801 at 6%; with 100% employer match about $92,026 at 4% or $61,351 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,672 | $75,562,222 | $12,309,371 | $7,362iApproximate average salary by contribution assumption: employee only about $184,052 at 4% or $122,701 at 6%; with 50% employer match about $122,701 at 4% or $81,801 at 6%; with 100% employer match about $92,026 at 4% or $61,351 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 823 | - | - | - |
| 2021 | 2 | 1,626 | $90,060,880 | $12,147,194 | $7,471iApproximate average salary by contribution assumption: employee only about $186,765 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,382 at 4% or $62,255 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,626 | $90,060,880 | $12,147,194 | $7,471iApproximate average salary by contribution assumption: employee only about $186,765 at 4% or $124,510 at 6%; with 50% employer match about $124,510 at 4% or $83,007 at 6%; with 100% employer match about $93,382 at 4% or $62,255 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 1,311 | - | - | - |
| 2020 | 3 | 1,586 | $75,016,416 | $10,566,727 | $6,663iApproximate average salary by contribution assumption: employee only about $166,563 at 4% or $111,042 at 6%; with 50% employer match about $111,042 at 4% or $74,028 at 6%; with 100% employer match about $83,281 at 4% or $55,521 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,373 | $75,016,416 | $9,444,897 | $6,879iApproximate average salary by contribution assumption: employee only about $171,976 at 4% or $114,650 at 6%; with 50% employer match about $114,650 at 4% or $76,434 at 6%; with 100% employer match about $85,988 at 4% or $57,325 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 0 | - | $1,121,830 | - |
| Morneau Shepell Limited Health and Welfare Plan | - | 1,586 | - | - | - |
| 2019 | 3 | 1,528 | $84,520,560 | $17,576,146 | $11,503iApproximate average salary by contribution assumption: employee only about $287,568 at 4% or $191,712 at 6%; with 50% employer match about $191,712 at 4% or $127,808 at 6%; with 100% employer match about $143,784 at 4% or $95,856 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,279 | $42,260,280 | $8,788,073 | $6,871iApproximate average salary by contribution assumption: employee only about $171,776 at 4% or $114,518 at 6%; with 50% employer match about $114,518 at 4% or $76,345 at 6%; with 100% employer match about $85,888 at 4% or $57,259 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 1,279 | $42,260,280 | $8,788,073 | $6,871iApproximate average salary by contribution assumption: employee only about $171,776 at 4% or $114,518 at 6%; with 50% employer match about $114,518 at 4% or $76,345 at 6%; with 100% employer match about $85,888 at 4% or $57,259 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 1,528 | - | - | - |
| 2018 | 3 | 556 | $20,915,930 | $4,503,202 | $8,099iApproximate average salary by contribution assumption: employee only about $202,482 at 4% or $134,988 at 6%; with 50% employer match about $134,988 at 4% or $89,992 at 6%; with 100% employer match about $101,241 at 4% or $67,494 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 514 | $20,915,930 | $4,354,855 | $8,472iApproximate average salary by contribution assumption: employee only about $211,812 at 4% or $141,208 at 6%; with 50% employer match about $141,208 at 4% or $94,139 at 6%; with 100% employer match about $105,906 at 4% or $70,604 at 6%. |
| MORNEAU BDA RETIREMENT SAVINGS PLAN | - | 0 | $0 | $148,347 | - |
| Morneau Shepell Limited Health and Welfare Plan | - | 556 | - | - | - |
| 2017 | 2 | 448 | $18,525,247 | $2,501,099 | $5,583iApproximate average salary by contribution assumption: employee only about $139,570 at 4% or $93,047 at 6%; with 50% employer match about $93,047 at 4% or $62,031 at 6%; with 100% employer match about $69,785 at 4% or $46,523 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 300 | $18,525,247 | $2,501,099 | $8,337iApproximate average salary by contribution assumption: employee only about $208,425 at 4% or $138,950 at 6%; with 50% employer match about $138,950 at 4% or $92,633 at 6%; with 100% employer match about $104,212 at 4% or $69,475 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 448 | - | - | - |
| 2016 | 3 | 289 | $30,794,832 | $4,804,716 | $16,625iApproximate average salary by contribution assumption: employee only about $415,633 at 4% or $277,089 at 6%; with 50% employer match about $277,089 at 4% or $184,726 at 6%; with 100% employer match about $207,816 at 4% or $138,544 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 286 | $15,397,416 | $2,402,358 | $8,400iApproximate average salary by contribution assumption: employee only about $209,996 at 4% or $139,998 at 6%; with 50% employer match about $139,998 at 4% or $93,332 at 6%; with 100% employer match about $104,998 at 4% or $69,999 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 286 | $15,397,416 | $2,402,358 | $8,400iApproximate average salary by contribution assumption: employee only about $209,996 at 4% or $139,998 at 6%; with 50% employer match about $139,998 at 4% or $93,332 at 6%; with 100% employer match about $104,998 at 4% or $69,999 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 289 | - | - | - |
| 2015 | 3 | 333 | $27,826,398 | $6,926,984 | $20,802iApproximate average salary by contribution assumption: employee only about $520,044 at 4% or $346,696 at 6%; with 50% employer match about $346,696 at 4% or $231,131 at 6%; with 100% employer match about $260,022 at 4% or $173,348 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 333 | $13,913,199 | $3,463,492 | $10,401iApproximate average salary by contribution assumption: employee only about $260,022 at 4% or $173,348 at 6%; with 50% employer match about $173,348 at 4% or $115,565 at 6%; with 100% employer match about $130,011 at 4% or $86,674 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 333 | $13,913,199 | $3,463,492 | $10,401iApproximate average salary by contribution assumption: employee only about $260,022 at 4% or $173,348 at 6%; with 50% employer match about $173,348 at 4% or $115,565 at 6%; with 100% employer match about $130,011 at 4% or $86,674 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 304 | - | - | - |
| 2014 | 3 | 436 | $11,204,349 | $1,897,184 | $4,351iApproximate average salary by contribution assumption: employee only about $108,783 at 4% or $72,522 at 6%; with 50% employer match about $72,522 at 4% or $48,348 at 6%; with 100% employer match about $54,392 at 4% or $36,261 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 236 | $11,204,349 | $1,897,184 | $8,039iApproximate average salary by contribution assumption: employee only about $200,973 at 4% or $133,982 at 6%; with 50% employer match about $133,982 at 4% or $89,321 at 6%; with 100% employer match about $100,486 at 4% or $66,991 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 0 | $0 | - | - |
| Morneau Shepell Limited Health and Welfare Plan | - | 436 | - | - | - |
| 2013 | 2 | 224 | $1,158,054 | $238,719 | $1,066iApproximate average salary by contribution assumption: employee only about $26,643 at 4% or $17,762 at 6%; with 50% employer match about $17,762 at 4% or $11,841 at 6%; with 100% employer match about $13,321 at 4% or $8,881 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 56 | $1,158,054 | $238,719 | $4,263iApproximate average salary by contribution assumption: employee only about $106,571 at 4% or $71,047 at 6%; with 50% employer match about $71,047 at 4% or $47,365 at 6%; with 100% employer match about $53,285 at 4% or $35,524 at 6%. |
| Morneau Shepell Limited Health and Welfare Plan | - | 224 | - | - | - |
| 2012 | 1 | 52 | $864,786 | $232,608 | $4,473iApproximate average salary by contribution assumption: employee only about $111,831 at 4% or $74,554 at 6%; with 50% employer match about $74,554 at 4% or $49,703 at 6%; with 100% employer match about $55,915 at 4% or $37,277 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 52 | $864,786 | $232,608 | $4,473iApproximate average salary by contribution assumption: employee only about $111,831 at 4% or $74,554 at 6%; with 50% employer match about $74,554 at 4% or $49,703 at 6%; with 100% employer match about $55,915 at 4% or $37,277 at 6%. |
| 2011 | 1 | 83 | $1,397,407 | $181,570 | $2,188iApproximate average salary by contribution assumption: employee only about $54,690 at 4% or $36,460 at 6%; with 50% employer match about $36,460 at 4% or $24,307 at 6%; with 100% employer match about $27,345 at 4% or $18,230 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 83 | $1,397,407 | $181,570 | $2,188iApproximate average salary by contribution assumption: employee only about $54,690 at 4% or $36,460 at 6%; with 50% employer match about $36,460 at 4% or $24,307 at 6%; with 100% employer match about $27,345 at 4% or $18,230 at 6%. |
| 2010 | 2 | 52 | $1,569,131 | $200,605 | $3,858iApproximate average salary by contribution assumption: employee only about $96,445 at 4% or $64,296 at 6%; with 50% employer match about $64,296 at 4% or $42,864 at 6%; with 100% employer match about $48,222 at 4% or $32,148 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 52 | $1,401,155 | $175,133 | $3,368iApproximate average salary by contribution assumption: employee only about $84,199 at 4% or $56,132 at 6%; with 50% employer match about $56,132 at 4% or $37,422 at 6%; with 100% employer match about $42,099 at 4% or $28,066 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 10 | $167,976 | $25,472 | $2,547iApproximate average salary by contribution assumption: employee only about $63,680 at 4% or $42,453 at 6%; with 50% employer match about $42,453 at 4% or $28,302 at 6%; with 100% employer match about $31,840 at 4% or $21,227 at 6%. |
| 2009 | 2 | 56 | $1,405,960 | $191,850 | $3,426iApproximate average salary by contribution assumption: employee only about $85,647 at 4% or $57,098 at 6%; with 50% employer match about $57,098 at 4% or $38,065 at 6%; with 100% employer match about $42,824 at 4% or $28,549 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 56 | $1,274,012 | $148,918 | $2,659iApproximate average salary by contribution assumption: employee only about $66,481 at 4% or $44,321 at 6%; with 50% employer match about $44,321 at 4% or $29,547 at 6%; with 100% employer match about $33,241 at 4% or $22,160 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 11 | $131,948 | $42,932 | $3,903iApproximate average salary by contribution assumption: employee only about $97,573 at 4% or $65,048 at 6%; with 50% employer match about $65,048 at 4% or $43,366 at 6%; with 100% employer match about $48,786 at 4% or $32,524 at 6%. |
| 2008 | 1 | 15 | $75,939 | $56,841 | $3,789iApproximate average salary by contribution assumption: employee only about $94,735 at 4% or $63,157 at 6%; with 50% employer match about $63,157 at 4% or $42,104 at 6%; with 100% employer match about $47,368 at 4% or $31,578 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 15 | $75,939 | $56,841 | $3,789iApproximate average salary by contribution assumption: employee only about $94,735 at 4% or $63,157 at 6%; with 50% employer match about $63,157 at 4% or $42,104 at 6%; with 100% employer match about $47,368 at 4% or $31,578 at 6%. |
| 2007 | 1 | 16 | $69,502 | $21,488 | $1,343iApproximate average salary by contribution assumption: employee only about $33,575 at 4% or $22,383 at 6%; with 50% employer match about $22,383 at 4% or $14,922 at 6%; with 100% employer match about $16,788 at 4% or $11,192 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 16 | $69,502 | $21,488 | $1,343iApproximate average salary by contribution assumption: employee only about $33,575 at 4% or $22,383 at 6%; with 50% employer match about $22,383 at 4% or $14,922 at 6%; with 100% employer match about $16,788 at 4% or $11,192 at 6%. |
| 2006 | 1 | 9 | $103,674 | $43,923 | $4,880iApproximate average salary by contribution assumption: employee only about $122,008 at 4% or $81,339 at 6%; with 50% employer match about $81,339 at 4% or $54,226 at 6%; with 100% employer match about $61,004 at 4% or $40,669 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 9 | $103,674 | $43,923 | $4,880iApproximate average salary by contribution assumption: employee only about $122,008 at 4% or $81,339 at 6%; with 50% employer match about $81,339 at 4% or $54,226 at 6%; with 100% employer match about $61,004 at 4% or $40,669 at 6%. |
| 2005 | 1 | 15 | $62,488 | $53,387 | $3,559iApproximate average salary by contribution assumption: employee only about $88,978 at 4% or $59,319 at 6%; with 50% employer match about $59,319 at 4% or $39,546 at 6%; with 100% employer match about $44,489 at 4% or $29,659 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 15 | $62,488 | $53,387 | $3,559iApproximate average salary by contribution assumption: employee only about $88,978 at 4% or $59,319 at 6%; with 50% employer match about $59,319 at 4% or $39,546 at 6%; with 100% employer match about $44,489 at 4% or $29,659 at 6%. |
| 2004 | 1 | 13 | $64,597 | $28,224 | $2,171iApproximate average salary by contribution assumption: employee only about $54,277 at 4% or $36,185 at 6%; with 50% employer match about $36,185 at 4% or $24,123 at 6%; with 100% employer match about $27,138 at 4% or $18,092 at 6%. |
| Morneau Shepell Limited Retirement Savings Plan | - | 13 | $64,597 | $28,224 | $2,171iApproximate average salary by contribution assumption: employee only about $54,277 at 4% or $36,185 at 6%; with 50% employer match about $36,185 at 4% or $24,123 at 6%; with 100% employer match about $27,138 at 4% or $18,092 at 6%. |