Morton & Peavey PC
Plan context: Morton & Peavey PC 401(K) Profit Sharing Plan
EIN 58-1111815 • Waycross, GA • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$3,858,121
2024 Contributions
$180,044
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $3,858,121 | $180,044 | $12,003iApproximate average salary by contribution assumption: employee only about $300,073 at 4% or $200,049 at 6%; with 50% employer match about $200,049 at 4% or $133,366 at 6%; with 100% employer match about $150,037 at 4% or $100,024 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $3,858,121 | $180,044 | $12,003iApproximate average salary by contribution assumption: employee only about $300,073 at 4% or $200,049 at 6%; with 50% employer match about $200,049 at 4% or $133,366 at 6%; with 100% employer match about $150,037 at 4% or $100,024 at 6%. |
| 2023 | 1 | 15 | $3,438,247 | $175,897 | $11,726iApproximate average salary by contribution assumption: employee only about $293,162 at 4% or $195,441 at 6%; with 50% employer match about $195,441 at 4% or $130,294 at 6%; with 100% employer match about $146,581 at 4% or $97,721 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $3,438,247 | $175,897 | $11,726iApproximate average salary by contribution assumption: employee only about $293,162 at 4% or $195,441 at 6%; with 50% employer match about $195,441 at 4% or $130,294 at 6%; with 100% employer match about $146,581 at 4% or $97,721 at 6%. |
| 2022 | 1 | 15 | $3,042,925 | $156,547 | $10,436iApproximate average salary by contribution assumption: employee only about $260,912 at 4% or $173,941 at 6%; with 50% employer match about $173,941 at 4% or $115,961 at 6%; with 100% employer match about $130,456 at 4% or $86,971 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $3,042,925 | $156,547 | $10,436iApproximate average salary by contribution assumption: employee only about $260,912 at 4% or $173,941 at 6%; with 50% employer match about $173,941 at 4% or $115,961 at 6%; with 100% employer match about $130,456 at 4% or $86,971 at 6%. |
| 2021 | 1 | 14 | $3,178,419 | $154,832 | $11,059iApproximate average salary by contribution assumption: employee only about $276,486 at 4% or $184,324 at 6%; with 50% employer match about $184,324 at 4% or $122,883 at 6%; with 100% employer match about $138,243 at 4% or $92,162 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 14 | $3,178,419 | $154,832 | $11,059iApproximate average salary by contribution assumption: employee only about $276,486 at 4% or $184,324 at 6%; with 50% employer match about $184,324 at 4% or $122,883 at 6%; with 100% employer match about $138,243 at 4% or $92,162 at 6%. |
| 2020 | 1 | 16 | $2,827,969 | $98,894 | $6,181iApproximate average salary by contribution assumption: employee only about $154,522 at 4% or $103,015 at 6%; with 50% employer match about $103,015 at 4% or $68,676 at 6%; with 100% employer match about $77,261 at 4% or $51,507 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 16 | $2,827,969 | $98,894 | $6,181iApproximate average salary by contribution assumption: employee only about $154,522 at 4% or $103,015 at 6%; with 50% employer match about $103,015 at 4% or $68,676 at 6%; with 100% employer match about $77,261 at 4% or $51,507 at 6%. |
| 2019 | 1 | 16 | $2,522,932 | $151,028 | $9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,321 at 6%; with 50% employer match about $157,321 at 4% or $104,881 at 6%; with 100% employer match about $117,991 at 4% or $78,660 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 16 | $2,522,932 | $151,028 | $9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,321 at 6%; with 50% employer match about $157,321 at 4% or $104,881 at 6%; with 100% employer match about $117,991 at 4% or $78,660 at 6%. |
| 2018 | 1 | 15 | $1,979,821 | $146,310 | $9,754iApproximate average salary by contribution assumption: employee only about $243,850 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,925 at 4% or $81,283 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $1,979,821 | $146,310 | $9,754iApproximate average salary by contribution assumption: employee only about $243,850 at 4% or $162,567 at 6%; with 50% employer match about $162,567 at 4% or $108,378 at 6%; with 100% employer match about $121,925 at 4% or $81,283 at 6%. |
| 2017 | 1 | 14 | $1,999,427 | $91,568 | $6,541iApproximate average salary by contribution assumption: employee only about $163,514 at 4% or $109,010 at 6%; with 50% employer match about $109,010 at 4% or $72,673 at 6%; with 100% employer match about $81,757 at 4% or $54,505 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 14 | $1,999,427 | $91,568 | $6,541iApproximate average salary by contribution assumption: employee only about $163,514 at 4% or $109,010 at 6%; with 50% employer match about $109,010 at 4% or $72,673 at 6%; with 100% employer match about $81,757 at 4% or $54,505 at 6%. |
| 2016 | 1 | 15 | $1,656,830 | $80,316 | $5,354iApproximate average salary by contribution assumption: employee only about $133,860 at 4% or $89,240 at 6%; with 50% employer match about $89,240 at 4% or $59,493 at 6%; with 100% employer match about $66,930 at 4% or $44,620 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $1,656,830 | $80,316 | $5,354iApproximate average salary by contribution assumption: employee only about $133,860 at 4% or $89,240 at 6%; with 50% employer match about $89,240 at 4% or $59,493 at 6%; with 100% employer match about $66,930 at 4% or $44,620 at 6%. |
| 2015 | 1 | 14 | $1,627,961 | $76,190 | $5,442iApproximate average salary by contribution assumption: employee only about $136,054 at 4% or $90,702 at 6%; with 50% employer match about $90,702 at 4% or $60,468 at 6%; with 100% employer match about $68,027 at 4% or $45,351 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 14 | $1,627,961 | $76,190 | $5,442iApproximate average salary by contribution assumption: employee only about $136,054 at 4% or $90,702 at 6%; with 50% employer match about $90,702 at 4% or $60,468 at 6%; with 100% employer match about $68,027 at 4% or $45,351 at 6%. |
| 2014 | 1 | 14 | $1,675,779 | $84,519 | $6,037iApproximate average salary by contribution assumption: employee only about $150,927 at 4% or $100,618 at 6%; with 50% employer match about $100,618 at 4% or $67,079 at 6%; with 100% employer match about $75,463 at 4% or $50,309 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 14 | $1,675,779 | $84,519 | $6,037iApproximate average salary by contribution assumption: employee only about $150,927 at 4% or $100,618 at 6%; with 50% employer match about $100,618 at 4% or $67,079 at 6%; with 100% employer match about $75,463 at 4% or $50,309 at 6%. |
| 2013 | 1 | 15 | $1,635,875 | $72,883 | $4,859iApproximate average salary by contribution assumption: employee only about $121,472 at 4% or $80,981 at 6%; with 50% employer match about $80,981 at 4% or $53,987 at 6%; with 100% employer match about $60,736 at 4% or $40,491 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $1,635,875 | $72,883 | $4,859iApproximate average salary by contribution assumption: employee only about $121,472 at 4% or $80,981 at 6%; with 50% employer match about $80,981 at 4% or $53,987 at 6%; with 100% employer match about $60,736 at 4% or $40,491 at 6%. |
| 2012 | 1 | 15 | $1,394,871 | $97,108 | $6,474iApproximate average salary by contribution assumption: employee only about $161,847 at 4% or $107,898 at 6%; with 50% employer match about $107,898 at 4% or $71,932 at 6%; with 100% employer match about $80,923 at 4% or $53,949 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $1,394,871 | $97,108 | $6,474iApproximate average salary by contribution assumption: employee only about $161,847 at 4% or $107,898 at 6%; with 50% employer match about $107,898 at 4% or $71,932 at 6%; with 100% employer match about $80,923 at 4% or $53,949 at 6%. |
| 2011 | 1 | 14 | $1,115,089 | $73,873 | $5,277iApproximate average salary by contribution assumption: employee only about $131,916 at 4% or $87,944 at 6%; with 50% employer match about $87,944 at 4% or $58,629 at 6%; with 100% employer match about $65,958 at 4% or $43,972 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 14 | $1,115,089 | $73,873 | $5,277iApproximate average salary by contribution assumption: employee only about $131,916 at 4% or $87,944 at 6%; with 50% employer match about $87,944 at 4% or $58,629 at 6%; with 100% employer match about $65,958 at 4% or $43,972 at 6%. |
| 2010 | 1 | 14 | $1,444,946 | $73,755 | $5,268iApproximate average salary by contribution assumption: employee only about $131,705 at 4% or $87,804 at 6%; with 50% employer match about $87,804 at 4% or $58,536 at 6%; with 100% employer match about $65,853 at 4% or $43,902 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 14 | $1,444,946 | $73,755 | $5,268iApproximate average salary by contribution assumption: employee only about $131,705 at 4% or $87,804 at 6%; with 50% employer match about $87,804 at 4% or $58,536 at 6%; with 100% employer match about $65,853 at 4% or $43,902 at 6%. |
| 2009 | 1 | 15 | $1,241,223 | $131,304 | $8,754iApproximate average salary by contribution assumption: employee only about $218,840 at 4% or $145,893 at 6%; with 50% employer match about $145,893 at 4% or $97,262 at 6%; with 100% employer match about $109,420 at 4% or $72,947 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $1,241,223 | $131,304 | $8,754iApproximate average salary by contribution assumption: employee only about $218,840 at 4% or $145,893 at 6%; with 50% employer match about $145,893 at 4% or $97,262 at 6%; with 100% employer match about $109,420 at 4% or $72,947 at 6%. |
| 2008 | 1 | 15 | $851,906 | $147,096 | $9,806iApproximate average salary by contribution assumption: employee only about $245,160 at 4% or $163,440 at 6%; with 50% employer match about $163,440 at 4% or $108,960 at 6%; with 100% employer match about $122,580 at 4% or $81,720 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 15 | $851,906 | $147,096 | $9,806iApproximate average salary by contribution assumption: employee only about $245,160 at 4% or $163,440 at 6%; with 50% employer match about $163,440 at 4% or $108,960 at 6%; with 100% employer match about $122,580 at 4% or $81,720 at 6%. |
| 2007 | 1 | 13 | $0 | $0 | - |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 13 | - | - | - |
| 2006 | 1 | 13 | $934,817 | $126,566 | $9,736iApproximate average salary by contribution assumption: employee only about $243,396 at 4% or $162,264 at 6%; with 50% employer match about $162,264 at 4% or $108,176 at 6%; with 100% employer match about $121,698 at 4% or $81,132 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 13 | $934,817 | $126,566 | $9,736iApproximate average salary by contribution assumption: employee only about $243,396 at 4% or $162,264 at 6%; with 50% employer match about $162,264 at 4% or $108,176 at 6%; with 100% employer match about $121,698 at 4% or $81,132 at 6%. |
| 2004 | 1 | 11 | $517,998 | $469,054 | $42,641iApproximate average salary by contribution assumption: employee only about $1,066,032 at 4% or $710,688 at 6%; with 50% employer match about $710,688 at 4% or $473,792 at 6%; with 100% employer match about $533,016 at 4% or $355,344 at 6%. |
| Morton & Peavey PC 401(K) Profit Sharing Plan | - | 11 | $517,998 | $469,054 | $42,641iApproximate average salary by contribution assumption: employee only about $1,066,032 at 4% or $710,688 at 6%; with 50% employer match about $710,688 at 4% or $473,792 at 6%; with 100% employer match about $533,016 at 4% or $355,344 at 6%. |