Civic Intelligence

Morgan Financial Group LLC

Plan context: Morgan Financial Group LLC Safe Harbor 401(K) Plan

EIN 55-0764114 • Martinsburg, WV • 12 filings • 1 plans

9773 Tuscarora PikeMartinsburg, WV 25403
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,101,009

2024 Contributions

$31,898

Historical Graphs

Total Assets Over Time

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

$1,101,009$550,505$0201320192024YearValue
$1,101,009Latest year 2024

Participants Over Time

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

630201320192024YearValue
4Latest 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
202414$1,101,009$31,898$7,975iApproximate average salary by contribution assumption: employee only about $199,363 at 4% or $132,908 at 6%; with 50% employer match about $132,908 at 4% or $88,606 at 6%; with 100% employer match about $99,681 at 4% or $66,454 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-4$1,101,009$31,898$7,975iApproximate average salary by contribution assumption: employee only about $199,363 at 4% or $132,908 at 6%; with 50% employer match about $132,908 at 4% or $88,606 at 6%; with 100% employer match about $99,681 at 4% or $66,454 at 6%.
202316$919,987$76,531$12,755iApproximate average salary by contribution assumption: employee only about $318,879 at 4% or $212,586 at 6%; with 50% employer match about $212,586 at 4% or $141,724 at 6%; with 100% employer match about $159,440 at 4% or $106,293 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-6$919,987$76,531$12,755iApproximate average salary by contribution assumption: employee only about $318,879 at 4% or $212,586 at 6%; with 50% employer match about $212,586 at 4% or $141,724 at 6%; with 100% employer match about $159,440 at 4% or $106,293 at 6%.
202215$674,051$59,379$11,876iApproximate average salary by contribution assumption: employee only about $296,895 at 4% or $197,930 at 6%; with 50% employer match about $197,930 at 4% or $131,953 at 6%; with 100% employer match about $148,448 at 4% or $98,965 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-5$674,051$59,379$11,876iApproximate average salary by contribution assumption: employee only about $296,895 at 4% or $197,930 at 6%; with 50% employer match about $197,930 at 4% or $131,953 at 6%; with 100% employer match about $148,448 at 4% or $98,965 at 6%.
202114$832,579$63,479$15,870iApproximate average salary by contribution assumption: employee only about $396,744 at 4% or $264,496 at 6%; with 50% employer match about $264,496 at 4% or $176,331 at 6%; with 100% employer match about $198,372 at 4% or $132,248 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-4$832,579$63,479$15,870iApproximate average salary by contribution assumption: employee only about $396,744 at 4% or $264,496 at 6%; with 50% employer match about $264,496 at 4% or $176,331 at 6%; with 100% employer match about $198,372 at 4% or $132,248 at 6%.
202014$639,283$88,845$22,211iApproximate average salary by contribution assumption: employee only about $555,281 at 4% or $370,188 at 6%; with 50% employer match about $370,188 at 4% or $246,792 at 6%; with 100% employer match about $277,641 at 4% or $185,094 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-4$639,283$88,845$22,211iApproximate average salary by contribution assumption: employee only about $555,281 at 4% or $370,188 at 6%; with 50% employer match about $370,188 at 4% or $246,792 at 6%; with 100% employer match about $277,641 at 4% or $185,094 at 6%.
201913$470,044$57,615$19,205iApproximate average salary by contribution assumption: employee only about $480,125 at 4% or $320,083 at 6%; with 50% employer match about $320,083 at 4% or $213,389 at 6%; with 100% employer match about $240,063 at 4% or $160,042 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$470,044$57,615$19,205iApproximate average salary by contribution assumption: employee only about $480,125 at 4% or $320,083 at 6%; with 50% employer match about $320,083 at 4% or $213,389 at 6%; with 100% employer match about $240,063 at 4% or $160,042 at 6%.
201813$366,619$67,580$22,527iApproximate average salary by contribution assumption: employee only about $563,167 at 4% or $375,444 at 6%; with 50% employer match about $375,444 at 4% or $250,296 at 6%; with 100% employer match about $281,583 at 4% or $187,722 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$366,619$67,580$22,527iApproximate average salary by contribution assumption: employee only about $563,167 at 4% or $375,444 at 6%; with 50% employer match about $375,444 at 4% or $250,296 at 6%; with 100% employer match about $281,583 at 4% or $187,722 at 6%.
201713$341,510$77,853$25,951iApproximate average salary by contribution assumption: employee only about $648,775 at 4% or $432,517 at 6%; with 50% employer match about $432,517 at 4% or $288,344 at 6%; with 100% employer match about $324,388 at 4% or $216,258 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$341,510$77,853$25,951iApproximate average salary by contribution assumption: employee only about $648,775 at 4% or $432,517 at 6%; with 50% employer match about $432,517 at 4% or $288,344 at 6%; with 100% employer match about $324,388 at 4% or $216,258 at 6%.
201613$209,631$59,764$19,921iApproximate average salary by contribution assumption: employee only about $498,033 at 4% or $332,022 at 6%; with 50% employer match about $332,022 at 4% or $221,348 at 6%; with 100% employer match about $249,017 at 4% or $166,011 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$209,631$59,764$19,921iApproximate average salary by contribution assumption: employee only about $498,033 at 4% or $332,022 at 6%; with 50% employer match about $332,022 at 4% or $221,348 at 6%; with 100% employer match about $249,017 at 4% or $166,011 at 6%.
201513$143,034$59,904$19,968iApproximate average salary by contribution assumption: employee only about $499,200 at 4% or $332,800 at 6%; with 50% employer match about $332,800 at 4% or $221,867 at 6%; with 100% employer match about $249,600 at 4% or $166,400 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$143,034$59,904$19,968iApproximate average salary by contribution assumption: employee only about $499,200 at 4% or $332,800 at 6%; with 50% employer match about $332,800 at 4% or $221,867 at 6%; with 100% employer match about $249,600 at 4% or $166,400 at 6%.
201413$90,367$57,108$19,036iApproximate average salary by contribution assumption: employee only about $475,900 at 4% or $317,267 at 6%; with 50% employer match about $317,267 at 4% or $211,511 at 6%; with 100% employer match about $237,950 at 4% or $158,633 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$90,367$57,108$19,036iApproximate average salary by contribution assumption: employee only about $475,900 at 4% or $317,267 at 6%; with 50% employer match about $317,267 at 4% or $211,511 at 6%; with 100% employer match about $237,950 at 4% or $158,633 at 6%.
201313$31,699$31,170$10,390iApproximate average salary by contribution assumption: employee only about $259,750 at 4% or $173,167 at 6%; with 50% employer match about $173,167 at 4% or $115,444 at 6%; with 100% employer match about $129,875 at 4% or $86,583 at 6%.
Morgan Financial Group LLC Safe Harbor 401(K) Plan-3$31,699$31,170$10,390iApproximate average salary by contribution assumption: employee only about $259,750 at 4% or $173,167 at 6%; with 50% employer match about $173,167 at 4% or $115,444 at 6%; with 100% employer match about $129,875 at 4% or $86,583 at 6%.