Civic Intelligence

Morgan Coast Management LLC

Plan context: Morgan Coast Management LLC 401(K) Profit Sharing Plan

EIN 57-1182713 • Huntington Beach, CA • 14 filings • 4 plans

18632 Beach Blvd.Ste 220Huntington Beach, CA 92648
Current Snapshot

Latest Year

2017

2017 Participants

16

2017 Assets

$1,132,116

2017 Contributions

$13,836

Historical Graphs

Total Assets Over Time

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

$1,132,116$566,058$0200420112017YearValue
$1,132,116Latest year 2017

Participants Over Time

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

27140200420112017YearValue
16Latest year 2017

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
2017116$1,132,116$13,836$865iApproximate average salary by contribution assumption: employee only about $21,619 at 4% or $14,413 at 6%; with 50% employer match about $14,413 at 4% or $9,608 at 6%; with 100% employer match about $10,809 at 4% or $7,206 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-16$1,132,116$13,836$865iApproximate average salary by contribution assumption: employee only about $21,619 at 4% or $14,413 at 6%; with 50% employer match about $14,413 at 4% or $9,608 at 6%; with 100% employer match about $10,809 at 4% or $7,206 at 6%.
2016117$967,770$23,958$1,409iApproximate average salary by contribution assumption: employee only about $35,232 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-17$967,770$23,958$1,409iApproximate average salary by contribution assumption: employee only about $35,232 at 4% or $23,488 at 6%; with 50% employer match about $23,488 at 4% or $15,659 at 6%; with 100% employer match about $17,616 at 4% or $11,744 at 6%.
2015119$873,542$36,247$1,908iApproximate average salary by contribution assumption: employee only about $47,693 at 4% or $31,796 at 6%; with 50% employer match about $31,796 at 4% or $21,197 at 6%; with 100% employer match about $23,847 at 4% or $15,898 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-19$873,542$36,247$1,908iApproximate average salary by contribution assumption: employee only about $47,693 at 4% or $31,796 at 6%; with 50% employer match about $31,796 at 4% or $21,197 at 6%; with 100% employer match about $23,847 at 4% or $15,898 at 6%.
2014121$873,873$35,248$1,678iApproximate average salary by contribution assumption: employee only about $41,962 at 4% or $27,975 at 6%; with 50% employer match about $27,975 at 4% or $18,650 at 6%; with 100% employer match about $20,981 at 4% or $13,987 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-21$873,873$35,248$1,678iApproximate average salary by contribution assumption: employee only about $41,962 at 4% or $27,975 at 6%; with 50% employer match about $27,975 at 4% or $18,650 at 6%; with 100% employer match about $20,981 at 4% or $13,987 at 6%.
2013126$856,210$32,009$1,231iApproximate average salary by contribution assumption: employee only about $30,778 at 4% or $20,519 at 6%; with 50% employer match about $20,519 at 4% or $13,679 at 6%; with 100% employer match about $15,389 at 4% or $10,259 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-26$856,210$32,009$1,231iApproximate average salary by contribution assumption: employee only about $30,778 at 4% or $20,519 at 6%; with 50% employer match about $20,519 at 4% or $13,679 at 6%; with 100% employer match about $15,389 at 4% or $10,259 at 6%.
2012127$664,173$58,308$2,160iApproximate average salary by contribution assumption: employee only about $53,989 at 4% or $35,993 at 6%; with 50% employer match about $35,993 at 4% or $23,995 at 6%; with 100% employer match about $26,994 at 4% or $17,996 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-27$664,173$58,308$2,160iApproximate average salary by contribution assumption: employee only about $53,989 at 4% or $35,993 at 6%; with 50% employer match about $35,993 at 4% or $23,995 at 6%; with 100% employer match about $26,994 at 4% or $17,996 at 6%.
2011123$783,711$98,291$4,274iApproximate average salary by contribution assumption: employee only about $106,838 at 4% or $71,225 at 6%; with 50% employer match about $71,225 at 4% or $47,484 at 6%; with 100% employer match about $53,419 at 4% or $35,613 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-23$783,711$98,291$4,274iApproximate average salary by contribution assumption: employee only about $106,838 at 4% or $71,225 at 6%; with 50% employer match about $71,225 at 4% or $47,484 at 6%; with 100% employer match about $53,419 at 4% or $35,613 at 6%.
2010123$720,750$84,450$3,672iApproximate average salary by contribution assumption: employee only about $91,793 at 4% or $61,196 at 6%; with 50% employer match about $61,196 at 4% or $40,797 at 6%; with 100% employer match about $45,897 at 4% or $30,598 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-23$720,750$84,450$3,672iApproximate average salary by contribution assumption: employee only about $91,793 at 4% or $61,196 at 6%; with 50% employer match about $61,196 at 4% or $40,797 at 6%; with 100% employer match about $45,897 at 4% or $30,598 at 6%.
2009121$623,843$67,871$3,232iApproximate average salary by contribution assumption: employee only about $80,799 at 4% or $53,866 at 6%; with 50% employer match about $53,866 at 4% or $35,911 at 6%; with 100% employer match about $40,399 at 4% or $26,933 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-21$623,843$67,871$3,232iApproximate average salary by contribution assumption: employee only about $80,799 at 4% or $53,866 at 6%; with 50% employer match about $53,866 at 4% or $35,911 at 6%; with 100% employer match about $40,399 at 4% or $26,933 at 6%.
2008113$419,388$207,779$15,983iApproximate average salary by contribution assumption: employee only about $399,575 at 4% or $266,383 at 6%; with 50% employer match about $266,383 at 4% or $177,589 at 6%; with 100% employer match about $199,788 at 4% or $133,192 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-13$419,388$207,779$15,983iApproximate average salary by contribution assumption: employee only about $399,575 at 4% or $266,383 at 6%; with 50% employer match about $266,383 at 4% or $177,589 at 6%; with 100% employer match about $199,788 at 4% or $133,192 at 6%.
2007114$618,327$134,071$9,577iApproximate average salary by contribution assumption: employee only about $239,413 at 4% or $159,608 at 6%; with 50% employer match about $159,608 at 4% or $106,406 at 6%; with 100% employer match about $119,706 at 4% or $79,804 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-14$618,327$134,071$9,577iApproximate average salary by contribution assumption: employee only about $239,413 at 4% or $159,608 at 6%; with 50% employer match about $159,608 at 4% or $106,406 at 6%; with 100% employer match about $119,706 at 4% or $79,804 at 6%.
2006115$451,411$208,494$13,900iApproximate average salary by contribution assumption: employee only about $347,490 at 4% or $231,660 at 6%; with 50% employer match about $231,660 at 4% or $154,440 at 6%; with 100% employer match about $173,745 at 4% or $115,830 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-15$451,411$208,494$13,900iApproximate average salary by contribution assumption: employee only about $347,490 at 4% or $231,660 at 6%; with 50% employer match about $231,660 at 4% or $154,440 at 6%; with 100% employer match about $173,745 at 4% or $115,830 at 6%.
200517$196,478$101,037$14,434iApproximate average salary by contribution assumption: employee only about $360,846 at 4% or $240,564 at 6%; with 50% employer match about $240,564 at 4% or $160,376 at 6%; with 100% employer match about $180,423 at 4% or $120,282 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-7$196,478$101,037$14,434iApproximate average salary by contribution assumption: employee only about $360,846 at 4% or $240,564 at 6%; with 50% employer match about $240,564 at 4% or $160,376 at 6%; with 100% employer match about $180,423 at 4% or $120,282 at 6%.
200415$82,209$74,994$14,999iApproximate average salary by contribution assumption: employee only about $374,970 at 4% or $249,980 at 6%; with 50% employer match about $249,980 at 4% or $166,653 at 6%; with 100% employer match about $187,485 at 4% or $124,990 at 6%.
Morgan Coast Management LLC 401(K) Profit Sharing Plan-5$82,209$74,994$14,999iApproximate average salary by contribution assumption: employee only about $374,970 at 4% or $249,980 at 6%; with 50% employer match about $249,980 at 4% or $166,653 at 6%; with 100% employer match about $187,485 at 4% or $124,990 at 6%.