Civic Intelligence

Mcmorgan & Company LLC

Plan context: Mcmorgan & Company LLC Retirement Plan

EIN 52-2334338 • San Francisco, CA • 32 filings • 3 plans

33 New Montgomery St, 20th FloorSuite 2000San Francisco, CA 94105
Current Snapshot

Latest Year

2024

2024 Participants

50

2024 Assets

$33,032,383

2024 Contributions

$1,011,508

Historical Graphs

Total Assets Over Time

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

$33,780,242$16,890,121$0200220152024YearValue
$33,032,383Latest year 2024

Participants Over Time

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

109550200120132024YearValue
50Latest year 2024

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
2024150$33,032,383$1,011,508$20,230iApproximate average salary by contribution assumption: employee only about $505,754 at 4% or $337,169 at 6%; with 50% employer match about $337,169 at 4% or $224,780 at 6%; with 100% employer match about $252,877 at 4% or $168,585 at 6%.
Mcmorgan & Company LLC Retirement Plan-50$33,032,383$1,011,508$20,230iApproximate average salary by contribution assumption: employee only about $505,754 at 4% or $337,169 at 6%; with 50% employer match about $337,169 at 4% or $224,780 at 6%; with 100% employer match about $252,877 at 4% or $168,585 at 6%.
2023130$28,137,317$899,322$29,977iApproximate average salary by contribution assumption: employee only about $749,435 at 4% or $499,623 at 6%; with 50% employer match about $499,623 at 4% or $333,082 at 6%; with 100% employer match about $374,718 at 4% or $249,812 at 6%.
Mcmorgan & Company LLC Retirement Plan-30$28,137,317$899,322$29,977iApproximate average salary by contribution assumption: employee only about $749,435 at 4% or $499,623 at 6%; with 50% employer match about $499,623 at 4% or $333,082 at 6%; with 100% employer match about $374,718 at 4% or $249,812 at 6%.
2022128$27,117,479$963,312$34,404iApproximate average salary by contribution assumption: employee only about $860,100 at 4% or $573,400 at 6%; with 50% employer match about $573,400 at 4% or $382,267 at 6%; with 100% employer match about $430,050 at 4% or $286,700 at 6%.
Mcmorgan & Company LLC Retirement Plan-28$27,117,479$963,312$34,404iApproximate average salary by contribution assumption: employee only about $860,100 at 4% or $573,400 at 6%; with 50% employer match about $573,400 at 4% or $382,267 at 6%; with 100% employer match about $430,050 at 4% or $286,700 at 6%.
2021129$33,780,242$1,130,340$38,977iApproximate average salary by contribution assumption: employee only about $974,431 at 4% or $649,621 at 6%; with 50% employer match about $649,621 at 4% or $433,080 at 6%; with 100% employer match about $487,216 at 4% or $324,810 at 6%.
Mcmorgan & Company LLC Retirement Plan-29$33,780,242$1,130,340$38,977iApproximate average salary by contribution assumption: employee only about $974,431 at 4% or $649,621 at 6%; with 50% employer match about $649,621 at 4% or $433,080 at 6%; with 100% employer match about $487,216 at 4% or $324,810 at 6%.
2020132$28,660,931$873,073$27,284iApproximate average salary by contribution assumption: employee only about $682,088 at 4% or $454,726 at 6%; with 50% employer match about $454,726 at 4% or $303,150 at 6%; with 100% employer match about $341,044 at 4% or $227,363 at 6%.
Mcmorgan & Company LLC Retirement Plan-32$28,660,931$873,073$27,284iApproximate average salary by contribution assumption: employee only about $682,088 at 4% or $454,726 at 6%; with 50% employer match about $454,726 at 4% or $303,150 at 6%; with 100% employer match about $341,044 at 4% or $227,363 at 6%.
2019128$23,029,837$908,018$32,429iApproximate average salary by contribution assumption: employee only about $810,730 at 4% or $540,487 at 6%; with 50% employer match about $540,487 at 4% or $360,325 at 6%; with 100% employer match about $405,365 at 4% or $270,243 at 6%.
Mcmorgan & Company LLC Retirement Plan-28$23,029,837$908,018$32,429iApproximate average salary by contribution assumption: employee only about $810,730 at 4% or $540,487 at 6%; with 50% employer match about $540,487 at 4% or $360,325 at 6%; with 100% employer match about $405,365 at 4% or $270,243 at 6%.
2018126$18,284,814$786,853$30,264iApproximate average salary by contribution assumption: employee only about $756,589 at 4% or $504,393 at 6%; with 50% employer match about $504,393 at 4% or $336,262 at 6%; with 100% employer match about $378,295 at 4% or $252,196 at 6%.
Mcmorgan & Company LLC Retirement Plan-26$18,284,814$786,853$30,264iApproximate average salary by contribution assumption: employee only about $756,589 at 4% or $504,393 at 6%; with 50% employer match about $504,393 at 4% or $336,262 at 6%; with 100% employer match about $378,295 at 4% or $252,196 at 6%.
2017125$24,000,816$743,628$29,745iApproximate average salary by contribution assumption: employee only about $743,628 at 4% or $495,752 at 6%; with 50% employer match about $495,752 at 4% or $330,501 at 6%; with 100% employer match about $371,814 at 4% or $247,876 at 6%.
Mcmorgan & Company LLC Retirement Plan-25$24,000,816$743,628$29,745iApproximate average salary by contribution assumption: employee only about $743,628 at 4% or $495,752 at 6%; with 50% employer match about $495,752 at 4% or $330,501 at 6%; with 100% employer match about $371,814 at 4% or $247,876 at 6%.
2016125$22,142,771$776,090$31,044iApproximate average salary by contribution assumption: employee only about $776,090 at 4% or $517,393 at 6%; with 50% employer match about $517,393 at 4% or $344,929 at 6%; with 100% employer match about $388,045 at 4% or $258,697 at 6%.
Mcmorgan & Company LLC Retirement Plan-25$22,142,771$776,090$31,044iApproximate average salary by contribution assumption: employee only about $776,090 at 4% or $517,393 at 6%; with 50% employer match about $517,393 at 4% or $344,929 at 6%; with 100% employer match about $388,045 at 4% or $258,697 at 6%.
2015127$20,985,890$697,423$25,830iApproximate average salary by contribution assumption: employee only about $645,762 at 4% or $430,508 at 6%; with 50% employer match about $430,508 at 4% or $287,005 at 6%; with 100% employer match about $322,881 at 4% or $215,254 at 6%.
Mcmorgan & Company LLC Retirement Plan-27$20,985,890$697,423$25,830iApproximate average salary by contribution assumption: employee only about $645,762 at 4% or $430,508 at 6%; with 50% employer match about $430,508 at 4% or $287,005 at 6%; with 100% employer match about $322,881 at 4% or $215,254 at 6%.
2014126$21,403,213$724,738$27,875iApproximate average salary by contribution assumption: employee only about $696,863 at 4% or $464,576 at 6%; with 50% employer match about $464,576 at 4% or $309,717 at 6%; with 100% employer match about $348,432 at 4% or $232,288 at 6%.
Mcmorgan & Company LLC Retirement Plan-26$21,403,213$724,738$27,875iApproximate average salary by contribution assumption: employee only about $696,863 at 4% or $464,576 at 6%; with 50% employer match about $464,576 at 4% or $309,717 at 6%; with 100% employer match about $348,432 at 4% or $232,288 at 6%.
2013126$19,898,222$543,918$20,920iApproximate average salary by contribution assumption: employee only about $522,998 at 4% or $348,665 at 6%; with 50% employer match about $348,665 at 4% or $232,444 at 6%; with 100% employer match about $261,499 at 4% or $174,333 at 6%.
Mcmorgan & Company LLC Retirement Plan-26$19,898,222$543,918$20,920iApproximate average salary by contribution assumption: employee only about $522,998 at 4% or $348,665 at 6%; with 50% employer match about $348,665 at 4% or $232,444 at 6%; with 100% employer match about $261,499 at 4% or $174,333 at 6%.
2012124$17,490,743$1,074,280$44,762iApproximate average salary by contribution assumption: employee only about $1,119,042 at 4% or $746,028 at 6%; with 50% employer match about $746,028 at 4% or $497,352 at 6%; with 100% employer match about $559,521 at 4% or $373,014 at 6%.
Mcmorgan & Company LLC Retirement Plan-24$17,490,743$1,074,280$44,762iApproximate average salary by contribution assumption: employee only about $1,119,042 at 4% or $746,028 at 6%; with 50% employer match about $746,028 at 4% or $497,352 at 6%; with 100% employer match about $559,521 at 4% or $373,014 at 6%.
2011156$15,767,982$989,801$17,675iApproximate average salary by contribution assumption: employee only about $441,875 at 4% or $294,584 at 6%; with 50% employer match about $294,584 at 4% or $196,389 at 6%; with 100% employer match about $220,938 at 4% or $147,292 at 6%.
Mcmorgan & Company LLC Retirement Plan-56$15,767,982$989,801$17,675iApproximate average salary by contribution assumption: employee only about $441,875 at 4% or $294,584 at 6%; with 50% employer match about $294,584 at 4% or $196,389 at 6%; with 100% employer match about $220,938 at 4% or $147,292 at 6%.
2010148$15,901,975$1,054,966$21,978iApproximate average salary by contribution assumption: employee only about $549,461 at 4% or $366,308 at 6%; with 50% employer match about $366,308 at 4% or $244,205 at 6%; with 100% employer match about $274,731 at 4% or $183,154 at 6%.
Mcmorgan & Company LLC Retirement Plan-48$15,901,975$1,054,966$21,978iApproximate average salary by contribution assumption: employee only about $549,461 at 4% or $366,308 at 6%; with 50% employer match about $366,308 at 4% or $244,205 at 6%; with 100% employer match about $274,731 at 4% or $183,154 at 6%.
2009251$18,210,670$1,888,657$37,032iApproximate average salary by contribution assumption: employee only about $925,812 at 4% or $617,208 at 6%; with 50% employer match about $617,208 at 4% or $411,472 at 6%; with 100% employer match about $462,906 at 4% or $308,604 at 6%.
Mcmorgan & Company LLC Retirement Plan-49$18,210,670$1,888,657$38,544iApproximate average salary by contribution assumption: employee only about $963,601 at 4% or $642,400 at 6%; with 50% employer match about $642,400 at 4% or $428,267 at 6%; with 100% employer match about $481,800 at 4% or $321,200 at 6%.
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-51---
2008268$0$0-
Mcmorgan & Company LLC Retirement Plan-60---
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-68---
2007275$0$0-
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-75---
Mcmorgan & Company LLC Retirement Plan-66---
2006280$24,121,317$2,203,814$27,548iApproximate average salary by contribution assumption: employee only about $688,692 at 4% or $459,128 at 6%; with 50% employer match about $459,128 at 4% or $306,085 at 6%; with 100% employer match about $344,346 at 4% or $229,564 at 6%.
Mcmorgan & Company LLC Retirement Plan-67$24,121,317$2,203,814$32,893iApproximate average salary by contribution assumption: employee only about $822,319 at 4% or $548,212 at 6%; with 50% employer match about $548,212 at 4% or $365,475 at 6%; with 100% employer match about $411,159 at 4% or $274,106 at 6%.
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-80---
2005287$22,705,025$2,655,536$30,523iApproximate average salary by contribution assumption: employee only about $763,085 at 4% or $508,723 at 6%; with 50% employer match about $508,723 at 4% or $339,149 at 6%; with 100% employer match about $381,543 at 4% or $254,362 at 6%.
Mcmorgan & Company LLC Retirement Plan-87$22,705,025$2,655,536$30,523iApproximate average salary by contribution assumption: employee only about $763,085 at 4% or $508,723 at 6%; with 50% employer match about $508,723 at 4% or $339,149 at 6%; with 100% employer match about $381,543 at 4% or $254,362 at 6%.
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-86---
20042109$22,099,953$2,311,843$21,210iApproximate average salary by contribution assumption: employee only about $530,239 at 4% or $353,493 at 6%; with 50% employer match about $353,493 at 4% or $235,662 at 6%; with 100% employer match about $265,120 at 4% or $176,746 at 6%.
Mcmorgan & Company LLC Retirement Plan-95$22,099,953$2,311,843$24,335iApproximate average salary by contribution assumption: employee only about $608,380 at 4% or $405,586 at 6%; with 50% employer match about $405,586 at 4% or $270,391 at 6%; with 100% employer match about $304,190 at 4% or $202,793 at 6%.
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-109---
20032105$0$0-
Mcmorgan & Company LLC Retirement Plan-87---
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-105---
20022103$21,367,336$2,276,254$22,100iApproximate average salary by contribution assumption: employee only about $552,489 at 4% or $368,326 at 6%; with 50% employer match about $368,326 at 4% or $245,551 at 6%; with 100% employer match about $276,244 at 4% or $184,163 at 6%.
Mcmorgan & Company LLC Retirement Plan-91$21,367,336$2,276,254$25,014iApproximate average salary by contribution assumption: employee only about $625,345 at 4% or $416,896 at 6%; with 50% employer match about $416,896 at 4% or $277,931 at 6%; with 100% employer match about $312,672 at 4% or $208,448 at 6%.
MCMORGAN & COMPANY LLC HEALTH & WELFARE PLAN-103---
2001180$0$0-
Mcmorgan & Company LLC Retirement Plan-80---