Civic Intelligence

Morton-Massey Inc.

Plan context: Morton-Massey Inc. 401(K) Plan

EIN 54-1100982 • Fredericksburg, VA • 25 filings • 4 plans

10766 Patriot HwyFredericksburg, VA 22408
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$1,709,606

2024 Contributions

$77,503

Historical Graphs

Total Assets Over Time

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

$1,792,812$896,406$0200020152024YearValue
$1,709,606Latest year 2024

Participants Over Time

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

37190200020122024YearValue
21Latest 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
2024121$1,709,606$77,503$3,691iApproximate average salary by contribution assumption: employee only about $92,265 at 4% or $61,510 at 6%; with 50% employer match about $61,510 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,755 at 6%.
Morton-Massey Inc. 401(K) Plan-21$1,709,606$77,503$3,691iApproximate average salary by contribution assumption: employee only about $92,265 at 4% or $61,510 at 6%; with 50% employer match about $61,510 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,755 at 6%.
2023123$1,792,812$85,434$3,715iApproximate average salary by contribution assumption: employee only about $92,863 at 4% or $61,909 at 6%; with 50% employer match about $61,909 at 4% or $41,272 at 6%; with 100% employer match about $46,432 at 4% or $30,954 at 6%.
Morton-Massey Inc. 401(K) Plan-23$1,792,812$85,434$3,715iApproximate average salary by contribution assumption: employee only about $92,863 at 4% or $61,909 at 6%; with 50% employer match about $61,909 at 4% or $41,272 at 6%; with 100% employer match about $46,432 at 4% or $30,954 at 6%.
2022123$1,511,733$87,674$3,812iApproximate average salary by contribution assumption: employee only about $95,298 at 4% or $63,532 at 6%; with 50% employer match about $63,532 at 4% or $42,355 at 6%; with 100% employer match about $47,649 at 4% or $31,766 at 6%.
Morton-Massey Inc. 401(K) Plan-23$1,511,733$87,674$3,812iApproximate average salary by contribution assumption: employee only about $95,298 at 4% or $63,532 at 6%; with 50% employer match about $63,532 at 4% or $42,355 at 6%; with 100% employer match about $47,649 at 4% or $31,766 at 6%.
2021123$1,705,240$74,674$3,247iApproximate average salary by contribution assumption: employee only about $81,167 at 4% or $54,112 at 6%; with 50% employer match about $54,112 at 4% or $36,074 at 6%; with 100% employer match about $40,584 at 4% or $27,056 at 6%.
Morton-Massey Inc. 401(K) Plan-23$1,705,240$74,674$3,247iApproximate average salary by contribution assumption: employee only about $81,167 at 4% or $54,112 at 6%; with 50% employer match about $54,112 at 4% or $36,074 at 6%; with 100% employer match about $40,584 at 4% or $27,056 at 6%.
2020129$1,492,403$72,375$2,496iApproximate average salary by contribution assumption: employee only about $62,392 at 4% or $41,595 at 6%; with 50% employer match about $41,595 at 4% or $27,730 at 6%; with 100% employer match about $31,196 at 4% or $20,797 at 6%.
Morton-Massey Inc. 401(K) Plan-29$1,492,403$72,375$2,496iApproximate average salary by contribution assumption: employee only about $62,392 at 4% or $41,595 at 6%; with 50% employer match about $41,595 at 4% or $27,730 at 6%; with 100% employer match about $31,196 at 4% or $20,797 at 6%.
2019126$1,194,857$65,454$2,517iApproximate average salary by contribution assumption: employee only about $62,937 at 4% or $41,958 at 6%; with 50% employer match about $41,958 at 4% or $27,972 at 6%; with 100% employer match about $31,468 at 4% or $20,979 at 6%.
Morton-Massey Inc. 401(K) Plan-26$1,194,857$65,454$2,517iApproximate average salary by contribution assumption: employee only about $62,937 at 4% or $41,958 at 6%; with 50% employer match about $41,958 at 4% or $27,972 at 6%; with 100% employer match about $31,468 at 4% or $20,979 at 6%.
2018127$939,179$60,848$2,254iApproximate average salary by contribution assumption: employee only about $56,341 at 4% or $37,560 at 6%; with 50% employer match about $37,560 at 4% or $25,040 at 6%; with 100% employer match about $28,170 at 4% or $18,780 at 6%.
Morton-Massey Inc. 401(K) Plan-27$939,179$60,848$2,254iApproximate average salary by contribution assumption: employee only about $56,341 at 4% or $37,560 at 6%; with 50% employer match about $37,560 at 4% or $25,040 at 6%; with 100% employer match about $28,170 at 4% or $18,780 at 6%.
2017132$986,296$57,702$1,803iApproximate average salary by contribution assumption: employee only about $45,080 at 4% or $30,053 at 6%; with 50% employer match about $30,053 at 4% or $20,035 at 6%; with 100% employer match about $22,540 at 4% or $15,027 at 6%.
Morton-Massey Inc. 401(K) Plan-32$986,296$57,702$1,803iApproximate average salary by contribution assumption: employee only about $45,080 at 4% or $30,053 at 6%; with 50% employer match about $30,053 at 4% or $20,035 at 6%; with 100% employer match about $22,540 at 4% or $15,027 at 6%.
2016136$824,972$42,333$1,176iApproximate average salary by contribution assumption: employee only about $29,398 at 4% or $19,599 at 6%; with 50% employer match about $19,599 at 4% or $13,066 at 6%; with 100% employer match about $14,699 at 4% or $9,799 at 6%.
Morton-Massey Inc. 401(K) Plan-36$824,972$42,333$1,176iApproximate average salary by contribution assumption: employee only about $29,398 at 4% or $19,599 at 6%; with 50% employer match about $19,599 at 4% or $13,066 at 6%; with 100% employer match about $14,699 at 4% or $9,799 at 6%.
2015137$780,112$59,290$1,602iApproximate average salary by contribution assumption: employee only about $40,061 at 4% or $26,707 at 6%; with 50% employer match about $26,707 at 4% or $17,805 at 6%; with 100% employer match about $20,030 at 4% or $13,354 at 6%.
Morton-Massey Inc. 401(K) Plan-37$780,112$59,290$1,602iApproximate average salary by contribution assumption: employee only about $40,061 at 4% or $26,707 at 6%; with 50% employer match about $26,707 at 4% or $17,805 at 6%; with 100% employer match about $20,030 at 4% or $13,354 at 6%.
2014122$813,224$46,268$2,103iApproximate average salary by contribution assumption: employee only about $52,577 at 4% or $35,052 at 6%; with 50% employer match about $35,052 at 4% or $23,368 at 6%; with 100% employer match about $26,289 at 4% or $17,526 at 6%.
Morton-Massey Inc. 401(K) Plan-22$813,224$46,268$2,103iApproximate average salary by contribution assumption: employee only about $52,577 at 4% or $35,052 at 6%; with 50% employer match about $35,052 at 4% or $23,368 at 6%; with 100% employer match about $26,289 at 4% or $17,526 at 6%.
2013125$755,070$45,373$1,815iApproximate average salary by contribution assumption: employee only about $45,373 at 4% or $30,249 at 6%; with 50% employer match about $30,249 at 4% or $20,166 at 6%; with 100% employer match about $22,687 at 4% or $15,124 at 6%.
Morton-Massey Inc. 401(K) Plan-25$755,070$45,373$1,815iApproximate average salary by contribution assumption: employee only about $45,373 at 4% or $30,249 at 6%; with 50% employer match about $30,249 at 4% or $20,166 at 6%; with 100% employer match about $22,687 at 4% or $15,124 at 6%.
2012126$578,279$49,862$1,918iApproximate average salary by contribution assumption: employee only about $47,944 at 4% or $31,963 at 6%; with 50% employer match about $31,963 at 4% or $21,309 at 6%; with 100% employer match about $23,972 at 4% or $15,981 at 6%.
Morton-Massey Inc. 401(K) Plan-26$578,279$49,862$1,918iApproximate average salary by contribution assumption: employee only about $47,944 at 4% or $31,963 at 6%; with 50% employer match about $31,963 at 4% or $21,309 at 6%; with 100% employer match about $23,972 at 4% or $15,981 at 6%.
2011128$514,985$54,848$1,959iApproximate average salary by contribution assumption: employee only about $48,971 at 4% or $32,648 at 6%; with 50% employer match about $32,648 at 4% or $21,765 at 6%; with 100% employer match about $24,486 at 4% or $16,324 at 6%.
Morton-Massey Inc. 401(K) Plan-28$514,985$54,848$1,959iApproximate average salary by contribution assumption: employee only about $48,971 at 4% or $32,648 at 6%; with 50% employer match about $32,648 at 4% or $21,765 at 6%; with 100% employer match about $24,486 at 4% or $16,324 at 6%.
2010127$482,278$47,966$1,777iApproximate average salary by contribution assumption: employee only about $44,413 at 4% or $29,609 at 6%; with 50% employer match about $29,609 at 4% or $19,739 at 6%; with 100% employer match about $22,206 at 4% or $14,804 at 6%.
Morton-Massey Inc. 401(K) Plan-27$482,278$47,966$1,777iApproximate average salary by contribution assumption: employee only about $44,413 at 4% or $29,609 at 6%; with 50% employer match about $29,609 at 4% or $19,739 at 6%; with 100% employer match about $22,206 at 4% or $14,804 at 6%.
2009126$377,999$57,368$2,206iApproximate average salary by contribution assumption: employee only about $55,162 at 4% or $36,774 at 6%; with 50% employer match about $36,774 at 4% or $24,516 at 6%; with 100% employer match about $27,581 at 4% or $18,387 at 6%.
Morton-Massey Inc. 401(K) Plan-26$377,999$57,368$2,206iApproximate average salary by contribution assumption: employee only about $55,162 at 4% or $36,774 at 6%; with 50% employer match about $36,774 at 4% or $24,516 at 6%; with 100% employer match about $27,581 at 4% or $18,387 at 6%.
2008130$0$0-
Morton-Massey Inc. 401(K) Plan-30---
2007128$0$0-
Morton-Massey Inc. 401(K) Plan-28---
2006125$223,775$32,393$1,296iApproximate average salary by contribution assumption: employee only about $32,393 at 4% or $21,595 at 6%; with 50% employer match about $21,595 at 4% or $14,397 at 6%; with 100% employer match about $16,197 at 4% or $10,798 at 6%.
Morton-Massey Inc. 401(K) Plan-25$223,775$32,393$1,296iApproximate average salary by contribution assumption: employee only about $32,393 at 4% or $21,595 at 6%; with 50% employer match about $21,595 at 4% or $14,397 at 6%; with 100% employer match about $16,197 at 4% or $10,798 at 6%.
2005110$178,063$0-
Morton-Massey Inc. 401(K) Plan-10$178,063--
2004111$179,054$0-
Morton-Massey Inc. 401(K) Plan-11$179,054--
2003111$0$0-
Morton-Massey Inc. 401(K) Plan-11---
2002111$0$0-
Morton-Massey Inc. 401(K) Plan-11---
2001111$0$0-
Morton-Massey Inc. 401(K) Plan-11---
2000111$158,240$0-
Morton-Massey Inc. 401(K) Plan-11$158,240--