Civic Intelligence

Morris York Williams Surles & Brearley

Plan context: Morris York Williams Surles & Brearley Profit Sharing/401 K Plan

EIN 56-1854105 • Charlotte, NC • 27 filings • 10 plans

115 N Torrence StCharlotte, NC 28204-2516
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$289,390

2024 Contributions

$45,184

Historical Graphs

Total Assets Over Time

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

$3,156,827$1,578,414$0199920122024YearValue
$289,390Latest year 2024

Participants Over Time

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

39200199920122024YearValue
9Latest 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
202419$289,390$45,184$5,020iApproximate average salary by contribution assumption: employee only about $125,511 at 4% or $83,674 at 6%; with 50% employer match about $83,674 at 4% or $55,783 at 6%; with 100% employer match about $62,756 at 4% or $41,837 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-9$289,390$45,184$5,020iApproximate average salary by contribution assumption: employee only about $125,511 at 4% or $83,674 at 6%; with 50% employer match about $83,674 at 4% or $55,783 at 6%; with 100% employer match about $62,756 at 4% or $41,837 at 6%.
202318$1,577,095$48,597$6,075iApproximate average salary by contribution assumption: employee only about $151,866 at 4% or $101,244 at 6%; with 50% employer match about $101,244 at 4% or $67,496 at 6%; with 100% employer match about $75,933 at 4% or $50,622 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-8$1,577,095$48,597$6,075iApproximate average salary by contribution assumption: employee only about $151,866 at 4% or $101,244 at 6%; with 50% employer match about $101,244 at 4% or $67,496 at 6%; with 100% employer match about $75,933 at 4% or $50,622 at 6%.
2022110$1,354,132$91,389$9,139iApproximate average salary by contribution assumption: employee only about $228,473 at 4% or $152,315 at 6%; with 50% employer match about $152,315 at 4% or $101,543 at 6%; with 100% employer match about $114,236 at 4% or $76,158 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-10$1,354,132$91,389$9,139iApproximate average salary by contribution assumption: employee only about $228,473 at 4% or $152,315 at 6%; with 50% employer match about $152,315 at 4% or $101,543 at 6%; with 100% employer match about $114,236 at 4% or $76,158 at 6%.
2021111$1,660,116$72,956$6,632iApproximate average salary by contribution assumption: employee only about $165,809 at 4% or $110,539 at 6%; with 50% employer match about $110,539 at 4% or $73,693 at 6%; with 100% employer match about $82,905 at 4% or $55,270 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-11$1,660,116$72,956$6,632iApproximate average salary by contribution assumption: employee only about $165,809 at 4% or $110,539 at 6%; with 50% employer match about $110,539 at 4% or $73,693 at 6%; with 100% employer match about $82,905 at 4% or $55,270 at 6%.
202019$1,367,730$75,255$8,362iApproximate average salary by contribution assumption: employee only about $209,042 at 4% or $139,361 at 6%; with 50% employer match about $139,361 at 4% or $92,907 at 6%; with 100% employer match about $104,521 at 4% or $69,681 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-9$1,367,730$75,255$8,362iApproximate average salary by contribution assumption: employee only about $209,042 at 4% or $139,361 at 6%; with 50% employer match about $139,361 at 4% or $92,907 at 6%; with 100% employer match about $104,521 at 4% or $69,681 at 6%.
2019111$2,140,970$94,097$8,554iApproximate average salary by contribution assumption: employee only about $213,857 at 4% or $142,571 at 6%; with 50% employer match about $142,571 at 4% or $95,047 at 6%; with 100% employer match about $106,928 at 4% or $71,286 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-11$2,140,970$94,097$8,554iApproximate average salary by contribution assumption: employee only about $213,857 at 4% or $142,571 at 6%; with 50% employer match about $142,571 at 4% or $95,047 at 6%; with 100% employer match about $106,928 at 4% or $71,286 at 6%.
2018110$1,693,059$64,287$6,429iApproximate average salary by contribution assumption: employee only about $160,718 at 4% or $107,145 at 6%; with 50% employer match about $107,145 at 4% or $71,430 at 6%; with 100% employer match about $80,359 at 4% or $53,573 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-10$1,693,059$64,287$6,429iApproximate average salary by contribution assumption: employee only about $160,718 at 4% or $107,145 at 6%; with 50% employer match about $107,145 at 4% or $71,430 at 6%; with 100% employer match about $80,359 at 4% or $53,573 at 6%.
2017111$1,794,477$51,421$4,675iApproximate average salary by contribution assumption: employee only about $116,866 at 4% or $77,911 at 6%; with 50% employer match about $77,911 at 4% or $51,940 at 6%; with 100% employer match about $58,433 at 4% or $38,955 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-11$1,794,477$51,421$4,675iApproximate average salary by contribution assumption: employee only about $116,866 at 4% or $77,911 at 6%; with 50% employer match about $77,911 at 4% or $51,940 at 6%; with 100% employer match about $58,433 at 4% or $38,955 at 6%.
201619$1,553,794$37,435$4,159iApproximate average salary by contribution assumption: employee only about $103,986 at 4% or $69,324 at 6%; with 50% employer match about $69,324 at 4% or $46,216 at 6%; with 100% employer match about $51,993 at 4% or $34,662 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-9$1,553,794$37,435$4,159iApproximate average salary by contribution assumption: employee only about $103,986 at 4% or $69,324 at 6%; with 50% employer match about $69,324 at 4% or $46,216 at 6%; with 100% employer match about $51,993 at 4% or $34,662 at 6%.
2015113$1,768,449$57,887$4,453iApproximate average salary by contribution assumption: employee only about $111,321 at 4% or $74,214 at 6%; with 50% employer match about $74,214 at 4% or $49,476 at 6%; with 100% employer match about $55,661 at 4% or $37,107 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-13$1,768,449$57,887$4,453iApproximate average salary by contribution assumption: employee only about $111,321 at 4% or $74,214 at 6%; with 50% employer match about $74,214 at 4% or $49,476 at 6%; with 100% employer match about $55,661 at 4% or $37,107 at 6%.
2014116$1,732,460$30,585$1,912iApproximate average salary by contribution assumption: employee only about $47,789 at 4% or $31,859 at 6%; with 50% employer match about $31,859 at 4% or $21,240 at 6%; with 100% employer match about $23,895 at 4% or $15,930 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-16$1,732,460$30,585$1,912iApproximate average salary by contribution assumption: employee only about $47,789 at 4% or $31,859 at 6%; with 50% employer match about $31,859 at 4% or $21,240 at 6%; with 100% employer match about $23,895 at 4% or $15,930 at 6%.
2013115$1,679,321$65,118$4,341iApproximate average salary by contribution assumption: employee only about $108,530 at 4% or $72,353 at 6%; with 50% employer match about $72,353 at 4% or $48,236 at 6%; with 100% employer match about $54,265 at 4% or $36,177 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-15$1,679,321$65,118$4,341iApproximate average salary by contribution assumption: employee only about $108,530 at 4% or $72,353 at 6%; with 50% employer match about $72,353 at 4% or $48,236 at 6%; with 100% employer match about $54,265 at 4% or $36,177 at 6%.
2012120$1,643,000$71,302$3,565iApproximate average salary by contribution assumption: employee only about $89,128 at 4% or $59,418 at 6%; with 50% employer match about $59,418 at 4% or $39,612 at 6%; with 100% employer match about $44,564 at 4% or $29,709 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-20$1,643,000$71,302$3,565iApproximate average salary by contribution assumption: employee only about $89,128 at 4% or $59,418 at 6%; with 50% employer match about $59,418 at 4% or $39,612 at 6%; with 100% employer match about $44,564 at 4% or $29,709 at 6%.
2011228$3,156,827$272,171$9,720iApproximate average salary by contribution assumption: employee only about $243,010 at 4% or $162,007 at 6%; with 50% employer match about $162,007 at 4% or $108,004 at 6%; with 100% employer match about $121,505 at 4% or $81,003 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-28$1,925,024$115,901$4,139iApproximate average salary by contribution assumption: employee only about $103,483 at 4% or $68,989 at 6%; with 50% employer match about $68,989 at 4% or $45,992 at 6%; with 100% employer match about $51,742 at 4% or $34,494 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-11$1,231,803$156,270$14,206iApproximate average salary by contribution assumption: employee only about $355,159 at 4% or $236,773 at 6%; with 50% employer match about $236,773 at 4% or $157,848 at 6%; with 100% employer match about $177,580 at 4% or $118,386 at 6%.
2010128$1,861,653$115,186$4,114iApproximate average salary by contribution assumption: employee only about $102,845 at 4% or $68,563 at 6%; with 50% employer match about $68,563 at 4% or $45,709 at 6%; with 100% employer match about $51,422 at 4% or $34,282 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-28$1,861,653$115,186$4,114iApproximate average salary by contribution assumption: employee only about $102,845 at 4% or $68,563 at 6%; with 50% employer match about $68,563 at 4% or $45,709 at 6%; with 100% employer match about $51,422 at 4% or $34,282 at 6%.
2009125$1,566,127$124,832$4,993iApproximate average salary by contribution assumption: employee only about $124,832 at 4% or $83,221 at 6%; with 50% employer match about $83,221 at 4% or $55,481 at 6%; with 100% employer match about $62,416 at 4% or $41,611 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-25$1,566,127$124,832$4,993iApproximate average salary by contribution assumption: employee only about $124,832 at 4% or $83,221 at 6%; with 50% employer match about $83,221 at 4% or $55,481 at 6%; with 100% employer match about $62,416 at 4% or $41,611 at 6%.
2008111$1,238,564$163,031$14,821iApproximate average salary by contribution assumption: employee only about $370,525 at 4% or $247,017 at 6%; with 50% employer match about $247,017 at 4% or $164,678 at 6%; with 100% employer match about $185,263 at 4% or $123,508 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-11$1,238,564$163,031$14,821iApproximate average salary by contribution assumption: employee only about $370,525 at 4% or $247,017 at 6%; with 50% employer match about $247,017 at 4% or $164,678 at 6%; with 100% employer match about $185,263 at 4% or $123,508 at 6%.
2007129$0$0-
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-29---
2006128$2,454,263$205,457$7,338iApproximate average salary by contribution assumption: employee only about $183,444 at 4% or $122,296 at 6%; with 50% employer match about $122,296 at 4% or $81,531 at 6%; with 100% employer match about $91,722 at 4% or $61,148 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-28$2,454,263$205,457$7,338iApproximate average salary by contribution assumption: employee only about $183,444 at 4% or $122,296 at 6%; with 50% employer match about $122,296 at 4% or $81,531 at 6%; with 100% employer match about $91,722 at 4% or $61,148 at 6%.
2005133$2,231,087$221,386$6,709iApproximate average salary by contribution assumption: employee only about $167,717 at 4% or $111,811 at 6%; with 50% employer match about $111,811 at 4% or $74,541 at 6%; with 100% employer match about $83,858 at 4% or $55,906 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-33$2,231,087$221,386$6,709iApproximate average salary by contribution assumption: employee only about $167,717 at 4% or $111,811 at 6%; with 50% employer match about $111,811 at 4% or $74,541 at 6%; with 100% employer match about $83,858 at 4% or $55,906 at 6%.
2004131$1,964,929$211,656$6,828iApproximate average salary by contribution assumption: employee only about $170,690 at 4% or $113,794 at 6%; with 50% employer match about $113,794 at 4% or $75,862 at 6%; with 100% employer match about $85,345 at 4% or $56,897 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-31$1,964,929$211,656$6,828iApproximate average salary by contribution assumption: employee only about $170,690 at 4% or $113,794 at 6%; with 50% employer match about $113,794 at 4% or $75,862 at 6%; with 100% employer match about $85,345 at 4% or $56,897 at 6%.
2003137$1,616,457$185,697$5,019iApproximate average salary by contribution assumption: employee only about $125,471 at 4% or $83,647 at 6%; with 50% employer match about $83,647 at 4% or $55,765 at 6%; with 100% employer match about $62,735 at 4% or $41,824 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-37$1,616,457$185,697$5,019iApproximate average salary by contribution assumption: employee only about $125,471 at 4% or $83,647 at 6%; with 50% employer match about $83,647 at 4% or $55,765 at 6%; with 100% employer match about $62,735 at 4% or $41,824 at 6%.
2002138$1,162,183$196,915$5,182iApproximate average salary by contribution assumption: employee only about $129,549 at 4% or $86,366 at 6%; with 50% employer match about $86,366 at 4% or $57,577 at 6%; with 100% employer match about $64,775 at 4% or $43,183 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-38$1,162,183$196,915$5,182iApproximate average salary by contribution assumption: employee only about $129,549 at 4% or $86,366 at 6%; with 50% employer match about $86,366 at 4% or $57,577 at 6%; with 100% employer match about $64,775 at 4% or $43,183 at 6%.
2001139$1,371,391$216,821$5,560iApproximate average salary by contribution assumption: employee only about $138,988 at 4% or $92,659 at 6%; with 50% employer match about $92,659 at 4% or $61,772 at 6%; with 100% employer match about $69,494 at 4% or $46,329 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-39$1,371,391$216,821$5,560iApproximate average salary by contribution assumption: employee only about $138,988 at 4% or $92,659 at 6%; with 50% employer match about $92,659 at 4% or $61,772 at 6%; with 100% employer match about $69,494 at 4% or $46,329 at 6%.
2000132$1,455,523$197,166$6,161iApproximate average salary by contribution assumption: employee only about $154,036 at 4% or $102,691 at 6%; with 50% employer match about $102,691 at 4% or $68,460 at 6%; with 100% employer match about $77,018 at 4% or $51,345 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-32$1,455,523$197,166$6,161iApproximate average salary by contribution assumption: employee only about $154,036 at 4% or $102,691 at 6%; with 50% employer match about $102,691 at 4% or $68,460 at 6%; with 100% employer match about $77,018 at 4% or $51,345 at 6%.
1999133$1,418,549$203,029$6,152iApproximate average salary by contribution assumption: employee only about $153,810 at 4% or $102,540 at 6%; with 50% employer match about $102,540 at 4% or $68,360 at 6%; with 100% employer match about $76,905 at 4% or $51,270 at 6%.
Morris York Williams Surles & Brearley Profit Sharing/401 K Plan-33$1,418,549$203,029$6,152iApproximate average salary by contribution assumption: employee only about $153,810 at 4% or $102,540 at 6%; with 50% employer match about $102,540 at 4% or $68,360 at 6%; with 100% employer match about $76,905 at 4% or $51,270 at 6%.