Civic Intelligence

Morton and Gettys LLC

Plan context: Morton and Gettys LLC 401(K) Ps Plan

EIN 57-1118053 • Rock Hill, SC • 17 filings • 2 plans

331 East Main StreetSuite 300Rock Hill, SC 29730
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$4,897,968

2024 Contributions

$516,348

Historical Graphs

Total Assets Over Time

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

$4,963,482$2,481,741$0200820162024YearValue
$4,897,968Latest year 2024

Participants Over Time

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

34170200820162024YearValue
29Latest 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
2024129$4,897,968$516,348$17,805iApproximate average salary by contribution assumption: employee only about $445,128 at 4% or $296,752 at 6%; with 50% employer match about $296,752 at 4% or $197,834 at 6%; with 100% employer match about $222,564 at 4% or $148,376 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-29$4,897,968$516,348$17,805iApproximate average salary by contribution assumption: employee only about $445,128 at 4% or $296,752 at 6%; with 50% employer match about $296,752 at 4% or $197,834 at 6%; with 100% employer match about $222,564 at 4% or $148,376 at 6%.
2023134$4,963,482$439,194$12,917iApproximate average salary by contribution assumption: employee only about $322,937 at 4% or $215,291 at 6%; with 50% employer match about $215,291 at 4% or $143,527 at 6%; with 100% employer match about $161,468 at 4% or $107,646 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-34$4,963,482$439,194$12,917iApproximate average salary by contribution assumption: employee only about $322,937 at 4% or $215,291 at 6%; with 50% employer match about $215,291 at 4% or $143,527 at 6%; with 100% employer match about $161,468 at 4% or $107,646 at 6%.
2022134$3,842,371$410,324$12,068iApproximate average salary by contribution assumption: employee only about $301,709 at 4% or $201,139 at 6%; with 50% employer match about $201,139 at 4% or $134,093 at 6%; with 100% employer match about $150,854 at 4% or $100,570 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-34$3,842,371$410,324$12,068iApproximate average salary by contribution assumption: employee only about $301,709 at 4% or $201,139 at 6%; with 50% employer match about $201,139 at 4% or $134,093 at 6%; with 100% employer match about $150,854 at 4% or $100,570 at 6%.
2021131$4,206,432$337,798$10,897iApproximate average salary by contribution assumption: employee only about $272,418 at 4% or $181,612 at 6%; with 50% employer match about $181,612 at 4% or $121,075 at 6%; with 100% employer match about $136,209 at 4% or $90,806 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-31$4,206,432$337,798$10,897iApproximate average salary by contribution assumption: employee only about $272,418 at 4% or $181,612 at 6%; with 50% employer match about $181,612 at 4% or $121,075 at 6%; with 100% employer match about $136,209 at 4% or $90,806 at 6%.
2020127$3,339,714$336,407$12,460iApproximate average salary by contribution assumption: employee only about $311,488 at 4% or $207,659 at 6%; with 50% employer match about $207,659 at 4% or $138,439 at 6%; with 100% employer match about $155,744 at 4% or $103,829 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-27$3,339,714$336,407$12,460iApproximate average salary by contribution assumption: employee only about $311,488 at 4% or $207,659 at 6%; with 50% employer match about $207,659 at 4% or $138,439 at 6%; with 100% employer match about $155,744 at 4% or $103,829 at 6%.
2019126$2,638,535$295,477$11,365iApproximate average salary by contribution assumption: employee only about $284,113 at 4% or $189,408 at 6%; with 50% employer match about $189,408 at 4% or $126,272 at 6%; with 100% employer match about $142,056 at 4% or $94,704 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-26$2,638,535$295,477$11,365iApproximate average salary by contribution assumption: employee only about $284,113 at 4% or $189,408 at 6%; with 50% employer match about $189,408 at 4% or $126,272 at 6%; with 100% employer match about $142,056 at 4% or $94,704 at 6%.
2018125$1,932,649$298,089$11,924iApproximate average salary by contribution assumption: employee only about $298,089 at 4% or $198,726 at 6%; with 50% employer match about $198,726 at 4% or $132,484 at 6%; with 100% employer match about $149,045 at 4% or $99,363 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-25$1,932,649$298,089$11,924iApproximate average salary by contribution assumption: employee only about $298,089 at 4% or $198,726 at 6%; with 50% employer match about $198,726 at 4% or $132,484 at 6%; with 100% employer match about $149,045 at 4% or $99,363 at 6%.
2017124$1,806,017$262,651$10,944iApproximate average salary by contribution assumption: employee only about $273,595 at 4% or $182,397 at 6%; with 50% employer match about $182,397 at 4% or $121,598 at 6%; with 100% employer match about $136,797 at 4% or $91,198 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-24$1,806,017$262,651$10,944iApproximate average salary by contribution assumption: employee only about $273,595 at 4% or $182,397 at 6%; with 50% employer match about $182,397 at 4% or $121,598 at 6%; with 100% employer match about $136,797 at 4% or $91,198 at 6%.
2016122$1,304,595$243,767$11,080iApproximate average salary by contribution assumption: employee only about $277,008 at 4% or $184,672 at 6%; with 50% employer match about $184,672 at 4% or $123,115 at 6%; with 100% employer match about $138,504 at 4% or $92,336 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-22$1,304,595$243,767$11,080iApproximate average salary by contribution assumption: employee only about $277,008 at 4% or $184,672 at 6%; with 50% employer match about $184,672 at 4% or $123,115 at 6%; with 100% employer match about $138,504 at 4% or $92,336 at 6%.
2015122$1,002,430$214,223$9,737iApproximate average salary by contribution assumption: employee only about $243,435 at 4% or $162,290 at 6%; with 50% employer match about $162,290 at 4% or $108,193 at 6%; with 100% employer match about $121,718 at 4% or $81,145 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-22$1,002,430$214,223$9,737iApproximate average salary by contribution assumption: employee only about $243,435 at 4% or $162,290 at 6%; with 50% employer match about $162,290 at 4% or $108,193 at 6%; with 100% employer match about $121,718 at 4% or $81,145 at 6%.
2014117$779,501$111,470$6,557iApproximate average salary by contribution assumption: employee only about $163,926 at 4% or $109,284 at 6%; with 50% employer match about $109,284 at 4% or $72,856 at 6%; with 100% employer match about $81,963 at 4% or $54,642 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-17$779,501$111,470$6,557iApproximate average salary by contribution assumption: employee only about $163,926 at 4% or $109,284 at 6%; with 50% employer match about $109,284 at 4% or $72,856 at 6%; with 100% employer match about $81,963 at 4% or $54,642 at 6%.
2013116$637,919$91,959$5,747iApproximate average salary by contribution assumption: employee only about $143,686 at 4% or $95,791 at 6%; with 50% employer match about $95,791 at 4% or $63,860 at 6%; with 100% employer match about $71,843 at 4% or $47,895 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-16$637,919$91,959$5,747iApproximate average salary by contribution assumption: employee only about $143,686 at 4% or $95,791 at 6%; with 50% employer match about $95,791 at 4% or $63,860 at 6%; with 100% employer match about $71,843 at 4% or $47,895 at 6%.
2012118$466,763$92,090$5,116iApproximate average salary by contribution assumption: employee only about $127,903 at 4% or $85,269 at 6%; with 50% employer match about $85,269 at 4% or $56,846 at 6%; with 100% employer match about $63,951 at 4% or $42,634 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-18$466,763$92,090$5,116iApproximate average salary by contribution assumption: employee only about $127,903 at 4% or $85,269 at 6%; with 50% employer match about $85,269 at 4% or $56,846 at 6%; with 100% employer match about $63,951 at 4% or $42,634 at 6%.
2011119$344,024$79,509$4,185iApproximate average salary by contribution assumption: employee only about $104,617 at 4% or $69,745 at 6%; with 50% employer match about $69,745 at 4% or $46,496 at 6%; with 100% employer match about $52,309 at 4% or $34,872 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-19$344,024$79,509$4,185iApproximate average salary by contribution assumption: employee only about $104,617 at 4% or $69,745 at 6%; with 50% employer match about $69,745 at 4% or $46,496 at 6%; with 100% employer match about $52,309 at 4% or $34,872 at 6%.
2010114$265,823$56,914$4,065iApproximate average salary by contribution assumption: employee only about $101,632 at 4% or $67,755 at 6%; with 50% employer match about $67,755 at 4% or $45,170 at 6%; with 100% employer match about $50,816 at 4% or $33,877 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-14$265,823$56,914$4,065iApproximate average salary by contribution assumption: employee only about $101,632 at 4% or $67,755 at 6%; with 50% employer match about $67,755 at 4% or $45,170 at 6%; with 100% employer match about $50,816 at 4% or $33,877 at 6%.
2009118$224,959$84,477$4,693iApproximate average salary by contribution assumption: employee only about $117,329 at 4% or $78,219 at 6%; with 50% employer match about $78,219 at 4% or $52,146 at 6%; with 100% employer match about $58,665 at 4% or $39,110 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-18$224,959$84,477$4,693iApproximate average salary by contribution assumption: employee only about $117,329 at 4% or $78,219 at 6%; with 50% employer match about $78,219 at 4% or $52,146 at 6%; with 100% employer match about $58,665 at 4% or $39,110 at 6%.
2008116$96,857$130,557$8,160iApproximate average salary by contribution assumption: employee only about $203,995 at 4% or $135,997 at 6%; with 50% employer match about $135,997 at 4% or $90,665 at 6%; with 100% employer match about $101,998 at 4% or $67,998 at 6%.
Morton and Gettys LLC 401(K) Ps Plan-16$96,857$130,557$8,160iApproximate average salary by contribution assumption: employee only about $203,995 at 4% or $135,997 at 6%; with 50% employer match about $135,997 at 4% or $90,665 at 6%; with 100% employer match about $101,998 at 4% or $67,998 at 6%.