Civic Intelligence

MORRIS AND ASSOCIATES, INC.

Plan context: Morris & Associates Inc. Money Purchase Pension Plan

EIN 56-0509681 • Garner, NC • 56 filings • 9 plans

803 Morris DriveGarner, NC 27529
Current Snapshot

Latest Year

2024

2024 Participants

149

2024 Assets

$29,212,744

2024 Contributions

$1,229,992

Historical Graphs

Total Assets Over Time

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

$29,212,744$14,606,372$0199920122024YearValue
$29,212,744Latest year 2024

Participants Over Time

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

149750199920122024YearValue
149Latest 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
20243149$29,212,744$1,229,992$8,255iApproximate average salary by contribution assumption: employee only about $206,374 at 4% or $137,583 at 6%; with 50% employer match about $137,583 at 4% or $91,722 at 6%; with 100% employer match about $103,187 at 4% or $68,791 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-107$26,342,770$934,212$8,731iApproximate average salary by contribution assumption: employee only about $218,274 at 4% or $145,516 at 6%; with 50% employer match about $145,516 at 4% or $97,011 at 6%; with 100% employer match about $109,137 at 4% or $72,758 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-43$2,869,974$295,780$6,879iApproximate average salary by contribution assumption: employee only about $171,965 at 4% or $114,643 at 6%; with 50% employer match about $114,643 at 4% or $76,429 at 6%; with 100% employer match about $85,983 at 4% or $57,322 at 6%.
Morris and Associates Inc. Welfare Benefit Plan-149---
20233125$28,748,158$1,556,424$12,451iApproximate average salary by contribution assumption: employee only about $311,285 at 4% or $207,523 at 6%; with 50% employer match about $207,523 at 4% or $138,349 at 6%; with 100% employer match about $155,642 at 4% or $103,762 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-103$26,342,770$1,362,954$13,233iApproximate average salary by contribution assumption: employee only about $330,814 at 4% or $220,543 at 6%; with 50% employer match about $220,543 at 4% or $147,028 at 6%; with 100% employer match about $165,407 at 4% or $110,271 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-43$2,405,388$193,470$4,499iApproximate average salary by contribution assumption: employee only about $112,483 at 4% or $74,988 at 6%; with 50% employer match about $74,988 at 4% or $49,992 at 6%; with 100% employer match about $56,241 at 4% or $37,494 at 6%.
Morris and Associates Inc. Welfare Benefit Plan-125---
20223122$19,342,261$192,515$1,578iApproximate average salary by contribution assumption: employee only about $39,450 at 4% or $26,300 at 6%; with 50% employer match about $26,300 at 4% or $17,533 at 6%; with 100% employer match about $19,725 at 4% or $13,150 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-102$17,171,766--
Morris & Associates Inc 401(K) Profit Sharing Plan-109$2,170,495$192,515$1,766iApproximate average salary by contribution assumption: employee only about $44,155 at 4% or $29,437 at 6%; with 50% employer match about $29,437 at 4% or $19,624 at 6%; with 100% employer match about $22,077 at 4% or $14,718 at 6%.
Morris and Associates Inc. Welfare Benefit Plan-122---
20213116$15,784,604$1,785,534$15,393iApproximate average salary by contribution assumption: employee only about $384,813 at 4% or $256,542 at 6%; with 50% employer match about $256,542 at 4% or $171,028 at 6%; with 100% employer match about $192,407 at 4% or $128,271 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-88$13,164,763$1,477,194$16,786iApproximate average salary by contribution assumption: employee only about $419,657 at 4% or $279,772 at 6%; with 50% employer match about $279,772 at 4% or $186,514 at 6%; with 100% employer match about $209,829 at 4% or $139,886 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-96$2,619,841$308,340$3,212iApproximate average salary by contribution assumption: employee only about $80,297 at 4% or $53,531 at 6%; with 50% employer match about $53,531 at 4% or $35,688 at 6%; with 100% employer match about $40,148 at 4% or $26,766 at 6%.
Morris and Associates Inc. Welfare Benefit Plan-116---
2020293$14,253,774$1,084,283$11,659iApproximate average salary by contribution assumption: employee only about $291,474 at 4% or $194,316 at 6%; with 50% employer match about $194,316 at 4% or $129,544 at 6%; with 100% employer match about $145,737 at 4% or $97,158 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-86$11,819,454$947,592$11,019iApproximate average salary by contribution assumption: employee only about $275,463 at 4% or $183,642 at 6%; with 50% employer match about $183,642 at 4% or $122,428 at 6%; with 100% employer match about $137,731 at 4% or $91,821 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-93$2,434,320$136,691$1,470iApproximate average salary by contribution assumption: employee only about $36,745 at 4% or $24,497 at 6%; with 50% employer match about $24,497 at 4% or $16,331 at 6%; with 100% employer match about $18,372 at 4% or $12,248 at 6%.
2019296$16,164,361$1,275,995$13,292iApproximate average salary by contribution assumption: employee only about $332,290 at 4% or $221,527 at 6%; with 50% employer match about $221,527 at 4% or $147,685 at 6%; with 100% employer match about $166,145 at 4% or $110,763 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-92$13,682,467$1,134,691$12,334iApproximate average salary by contribution assumption: employee only about $308,340 at 4% or $205,560 at 6%; with 50% employer match about $205,560 at 4% or $137,040 at 6%; with 100% employer match about $154,170 at 4% or $102,780 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-96$2,481,894$141,304$1,472iApproximate average salary by contribution assumption: employee only about $36,798 at 4% or $24,532 at 6%; with 50% employer match about $24,532 at 4% or $16,355 at 6%; with 100% employer match about $18,399 at 4% or $12,266 at 6%.
20182103$16,384,624$1,001,377$9,722iApproximate average salary by contribution assumption: employee only about $243,053 at 4% or $162,035 at 6%; with 50% employer match about $162,035 at 4% or $108,023 at 6%; with 100% employer match about $121,526 at 4% or $81,018 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-91$14,262,130$776,821$8,536iApproximate average salary by contribution assumption: employee only about $213,412 at 4% or $142,275 at 6%; with 50% employer match about $142,275 at 4% or $94,850 at 6%; with 100% employer match about $106,706 at 4% or $71,137 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-103$2,122,494$224,556$2,180iApproximate average salary by contribution assumption: employee only about $54,504 at 4% or $36,336 at 6%; with 50% employer match about $36,336 at 4% or $24,224 at 6%; with 100% employer match about $27,252 at 4% or $18,168 at 6%.
2017282$15,874,420$542,334$6,614iApproximate average salary by contribution assumption: employee only about $165,346 at 4% or $110,230 at 6%; with 50% employer match about $110,230 at 4% or $73,487 at 6%; with 100% employer match about $82,673 at 4% or $55,115 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-82$13,311,388$438,541$5,348iApproximate average salary by contribution assumption: employee only about $133,702 at 4% or $89,134 at 6%; with 50% employer match about $89,134 at 4% or $59,423 at 6%; with 100% employer match about $66,851 at 4% or $44,567 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-69$2,563,032$103,793$1,504iApproximate average salary by contribution assumption: employee only about $37,606 at 4% or $25,071 at 6%; with 50% employer match about $25,071 at 4% or $16,714 at 6%; with 100% employer match about $18,803 at 4% or $12,535 at 6%.
2016284$12,790,915$852,713$10,151iApproximate average salary by contribution assumption: employee only about $253,784 at 4% or $169,189 at 6%; with 50% employer match about $169,189 at 4% or $112,793 at 6%; with 100% employer match about $126,892 at 4% or $84,595 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-84$10,597,785$745,609$8,876iApproximate average salary by contribution assumption: employee only about $221,907 at 4% or $147,938 at 6%; with 50% employer match about $147,938 at 4% or $98,626 at 6%; with 100% employer match about $110,954 at 4% or $73,969 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-55$2,193,130$107,104$1,947iApproximate average salary by contribution assumption: employee only about $48,684 at 4% or $32,456 at 6%; with 50% employer match about $32,456 at 4% or $21,637 at 6%; with 100% employer match about $24,342 at 4% or $16,228 at 6%.
2015276$11,353,185$624,977$8,223iApproximate average salary by contribution assumption: employee only about $205,585 at 4% or $137,056 at 6%; with 50% employer match about $137,056 at 4% or $91,371 at 6%; with 100% employer match about $102,792 at 4% or $68,528 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-76$9,421,073$543,269$7,148iApproximate average salary by contribution assumption: employee only about $178,707 at 4% or $119,138 at 6%; with 50% employer match about $119,138 at 4% or $79,425 at 6%; with 100% employer match about $89,353 at 4% or $59,569 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-55$1,932,112$81,708$1,486iApproximate average salary by contribution assumption: employee only about $37,140 at 4% or $24,760 at 6%; with 50% employer match about $24,760 at 4% or $16,507 at 6%; with 100% employer match about $18,570 at 4% or $12,380 at 6%.
2014274$10,755,290$746,089$10,082iApproximate average salary by contribution assumption: employee only about $252,057 at 4% or $168,038 at 6%; with 50% employer match about $168,038 at 4% or $112,025 at 6%; with 100% employer match about $126,029 at 4% or $84,019 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-74$7,967,773$666,979$9,013iApproximate average salary by contribution assumption: employee only about $225,331 at 4% or $150,220 at 6%; with 50% employer match about $150,220 at 4% or $100,147 at 6%; with 100% employer match about $112,665 at 4% or $75,110 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-55$2,787,517$79,110$1,438iApproximate average salary by contribution assumption: employee only about $35,959 at 4% or $23,973 at 6%; with 50% employer match about $23,973 at 4% or $15,982 at 6%; with 100% employer match about $17,980 at 4% or $11,986 at 6%.
2013264$9,349,003$527,885$8,248iApproximate average salary by contribution assumption: employee only about $206,205 at 4% or $137,470 at 6%; with 50% employer match about $137,470 at 4% or $91,647 at 6%; with 100% employer match about $103,103 at 4% or $68,735 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-64$6,747,417$450,110$7,033iApproximate average salary by contribution assumption: employee only about $175,824 at 4% or $117,216 at 6%; with 50% employer match about $117,216 at 4% or $78,144 at 6%; with 100% employer match about $87,912 at 4% or $58,608 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-51$2,601,586$77,775$1,525iApproximate average salary by contribution assumption: employee only about $38,125 at 4% or $25,417 at 6%; with 50% employer match about $25,417 at 4% or $16,944 at 6%; with 100% employer match about $19,063 at 4% or $12,708 at 6%.
2012265$7,929,795$525,132$8,079iApproximate average salary by contribution assumption: employee only about $201,974 at 4% or $134,649 at 6%; with 50% employer match about $134,649 at 4% or $89,766 at 6%; with 100% employer match about $100,987 at 4% or $67,325 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-65$5,662,361$462,316$7,113iApproximate average salary by contribution assumption: employee only about $177,814 at 4% or $118,543 at 6%; with 50% employer match about $118,543 at 4% or $79,028 at 6%; with 100% employer match about $88,907 at 4% or $59,271 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-50$2,267,434$62,816$1,256iApproximate average salary by contribution assumption: employee only about $31,408 at 4% or $20,939 at 6%; with 50% employer match about $20,939 at 4% or $13,959 at 6%; with 100% employer match about $15,704 at 4% or $10,469 at 6%.
2011266$7,356,063$596,820$9,043iApproximate average salary by contribution assumption: employee only about $226,068 at 4% or $150,712 at 6%; with 50% employer match about $150,712 at 4% or $100,475 at 6%; with 100% employer match about $113,034 at 4% or $75,356 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-66$5,412,494$529,272$8,019iApproximate average salary by contribution assumption: employee only about $200,482 at 4% or $133,655 at 6%; with 50% employer match about $133,655 at 4% or $89,103 at 6%; with 100% employer match about $100,241 at 4% or $66,827 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-52$1,943,569$67,548$1,299iApproximate average salary by contribution assumption: employee only about $32,475 at 4% or $21,650 at 6%; with 50% employer match about $21,650 at 4% or $14,433 at 6%; with 100% employer match about $16,238 at 4% or $10,825 at 6%.
2010252$6,900,622$340,344$6,545iApproximate average salary by contribution assumption: employee only about $163,627 at 4% or $109,085 at 6%; with 50% employer match about $109,085 at 4% or $72,723 at 6%; with 100% employer match about $81,813 at 4% or $54,542 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-52$4,962,720$317,596$6,108iApproximate average salary by contribution assumption: employee only about $152,690 at 4% or $101,794 at 6%; with 50% employer match about $101,794 at 4% or $67,862 at 6%; with 100% employer match about $76,345 at 4% or $50,897 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-52$1,937,902$22,748$437iApproximate average salary by contribution assumption: employee only about $10,937 at 4% or $7,291 at 6%; with 50% employer match about $7,291 at 4% or $4,861 at 6%; with 100% employer match about $5,468 at 4% or $3,646 at 6%.
2009257$5,347,752$356,605$6,256iApproximate average salary by contribution assumption: employee only about $156,406 at 4% or $104,270 at 6%; with 50% employer match about $104,270 at 4% or $69,514 at 6%; with 100% employer match about $78,203 at 4% or $52,135 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-57$3,158,632--
Morris & Associates Inc. Money Purchase Pension Plan-51$2,189,120$356,605$6,992iApproximate average salary by contribution assumption: employee only about $174,806 at 4% or $116,538 at 6%; with 50% employer match about $116,538 at 4% or $77,692 at 6%; with 100% employer match about $87,403 at 4% or $58,269 at 6%.
2008270$2,620,111$0-
Morris & Associates Inc 401(K) Profit Sharing Plan-46$2,620,111--
Morris & Associates Inc. Money Purchase Pension Plan-70---
2007280$0$0-
Morris & Associates Inc. Money Purchase Pension Plan-80---
Morris & Associates Inc 401(K) Profit Sharing Plan-70---
2006272$7,513,949$417,531$5,799iApproximate average salary by contribution assumption: employee only about $144,976 at 4% or $96,651 at 6%; with 50% employer match about $96,651 at 4% or $64,434 at 6%; with 100% employer match about $72,488 at 4% or $48,325 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-65$4,342,462--
Morris & Associates Inc. Money Purchase Pension Plan-72$3,171,487$417,531$5,799iApproximate average salary by contribution assumption: employee only about $144,976 at 4% or $96,651 at 6%; with 50% employer match about $96,651 at 4% or $64,434 at 6%; with 100% employer match about $72,488 at 4% or $48,325 at 6%.
2005253$6,615,294$386,591$7,294iApproximate average salary by contribution assumption: employee only about $182,354 at 4% or $121,569 at 6%; with 50% employer match about $121,569 at 4% or $81,046 at 6%; with 100% employer match about $91,177 at 4% or $60,785 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-53$3,953,593--
Morris & Associates Inc. Money Purchase Pension Plan-53$2,661,701$386,591$7,294iApproximate average salary by contribution assumption: employee only about $182,354 at 4% or $121,569 at 6%; with 50% employer match about $121,569 at 4% or $81,046 at 6%; with 100% employer match about $91,177 at 4% or $60,785 at 6%.
2004252$6,726,443$352,003$6,769iApproximate average salary by contribution assumption: employee only about $169,232 at 4% or $112,821 at 6%; with 50% employer match about $112,821 at 4% or $75,214 at 6%; with 100% employer match about $84,616 at 4% or $56,411 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-52$4,440,021--
Morris & Associates Inc. Money Purchase Pension Plan-51$2,286,422$352,003$6,902iApproximate average salary by contribution assumption: employee only about $172,550 at 4% or $115,034 at 6%; with 50% employer match about $115,034 at 4% or $76,689 at 6%; with 100% employer match about $86,275 at 4% or $57,517 at 6%.
2003252$7,740,214$120,416$2,316iApproximate average salary by contribution assumption: employee only about $57,892 at 4% or $38,595 at 6%; with 50% employer match about $38,595 at 4% or $25,730 at 6%; with 100% employer match about $28,946 at 4% or $19,297 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-52$5,019,430--
Morris & Associates Inc. Money Purchase Pension Plan-52$2,720,784$120,416$2,316iApproximate average salary by contribution assumption: employee only about $57,892 at 4% or $38,595 at 6%; with 50% employer match about $38,595 at 4% or $25,730 at 6%; with 100% employer match about $28,946 at 4% or $19,297 at 6%.
2002250$4,942,699$100,270$2,005iApproximate average salary by contribution assumption: employee only about $50,135 at 4% or $33,423 at 6%; with 50% employer match about $33,423 at 4% or $22,282 at 6%; with 100% employer match about $25,068 at 4% or $16,712 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-50$4,942,699$100,270$2,005iApproximate average salary by contribution assumption: employee only about $50,135 at 4% or $33,423 at 6%; with 50% employer match about $33,423 at 4% or $22,282 at 6%; with 100% employer match about $25,068 at 4% or $16,712 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-50---
2001261$6,474,455$28,911$474iApproximate average salary by contribution assumption: employee only about $11,849 at 4% or $7,899 at 6%; with 50% employer match about $7,899 at 4% or $5,266 at 6%; with 100% employer match about $5,924 at 4% or $3,950 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-61$6,474,455$28,911$474iApproximate average salary by contribution assumption: employee only about $11,849 at 4% or $7,899 at 6%; with 50% employer match about $7,899 at 4% or $5,266 at 6%; with 100% employer match about $5,924 at 4% or $3,950 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-61---
2000256$8,356,475$152,667$2,726iApproximate average salary by contribution assumption: employee only about $68,155 at 4% or $45,437 at 6%; with 50% employer match about $45,437 at 4% or $30,291 at 6%; with 100% employer match about $34,077 at 4% or $22,718 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-56$7,566,578$54,059$965iApproximate average salary by contribution assumption: employee only about $24,133 at 4% or $16,089 at 6%; with 50% employer match about $16,089 at 4% or $10,726 at 6%; with 100% employer match about $12,067 at 4% or $8,044 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-56$789,897$98,608$1,761iApproximate average salary by contribution assumption: employee only about $44,021 at 4% or $29,348 at 6%; with 50% employer match about $29,348 at 4% or $19,565 at 6%; with 100% employer match about $22,011 at 4% or $14,674 at 6%.
1999271$8,528,725$275,000$3,873iApproximate average salary by contribution assumption: employee only about $96,831 at 4% or $64,554 at 6%; with 50% employer match about $64,554 at 4% or $43,036 at 6%; with 100% employer match about $48,415 at 4% or $32,277 at 6%.
Morris & Associates Inc 401(K) Profit Sharing Plan-71$7,805,615$134,685$1,897iApproximate average salary by contribution assumption: employee only about $47,424 at 4% or $31,616 at 6%; with 50% employer match about $31,616 at 4% or $21,077 at 6%; with 100% employer match about $23,712 at 4% or $15,808 at 6%.
Morris & Associates Inc. Money Purchase Pension Plan-71$723,110$140,315$1,976iApproximate average salary by contribution assumption: employee only about $49,407 at 4% or $32,938 at 6%; with 50% employer match about $32,938 at 4% or $21,959 at 6%; with 100% employer match about $24,703 at 4% or $16,469 at 6%.