Civic Intelligence

Charles O Morgan Jr

Plan context: Charles O Morgan Jr Pa Profit Sharing Plan

EIN 59-2322330 • Coral Gables, FL • 26 filings • 4 plans

2121 Ponce DE Leon BlvdSuite 900Coral Gables, FL 33134-5217
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$3,814,843

2025 Contributions

$90,582

Historical Graphs

Total Assets Over Time

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

$3,814,843$1,907,422$0200020142025YearValue
$3,814,843Latest year 2025

Participants Over Time

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

420200020132025YearValue
4Latest year 2025

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
202514$3,814,843$90,582$22,646iApproximate average salary by contribution assumption: employee only about $566,138 at 4% or $377,425 at 6%; with 50% employer match about $377,425 at 4% or $251,617 at 6%; with 100% employer match about $283,069 at 4% or $188,713 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$3,814,843$90,582$22,646iApproximate average salary by contribution assumption: employee only about $566,138 at 4% or $377,425 at 6%; with 50% employer match about $377,425 at 4% or $251,617 at 6%; with 100% employer match about $283,069 at 4% or $188,713 at 6%.
202414$3,412,221$100,130$25,033iApproximate average salary by contribution assumption: employee only about $625,813 at 4% or $417,208 at 6%; with 50% employer match about $417,208 at 4% or $278,139 at 6%; with 100% employer match about $312,906 at 4% or $208,604 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$3,412,221$100,130$25,033iApproximate average salary by contribution assumption: employee only about $625,813 at 4% or $417,208 at 6%; with 50% employer match about $417,208 at 4% or $278,139 at 6%; with 100% employer match about $312,906 at 4% or $208,604 at 6%.
202314$2,976,037$100,220$25,055iApproximate average salary by contribution assumption: employee only about $626,375 at 4% or $417,583 at 6%; with 50% employer match about $417,583 at 4% or $278,389 at 6%; with 100% employer match about $313,188 at 4% or $208,792 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$2,976,037$100,220$25,055iApproximate average salary by contribution assumption: employee only about $626,375 at 4% or $417,583 at 6%; with 50% employer match about $417,583 at 4% or $278,389 at 6%; with 100% employer match about $313,188 at 4% or $208,792 at 6%.
202213$2,385,531$78,641$26,214iApproximate average salary by contribution assumption: employee only about $655,342 at 4% or $436,894 at 6%; with 50% employer match about $436,894 at 4% or $291,263 at 6%; with 100% employer match about $327,671 at 4% or $218,447 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-3$2,385,531$78,641$26,214iApproximate average salary by contribution assumption: employee only about $655,342 at 4% or $436,894 at 6%; with 50% employer match about $436,894 at 4% or $291,263 at 6%; with 100% employer match about $327,671 at 4% or $218,447 at 6%.
202114$3,329,098$70,405$17,601iApproximate average salary by contribution assumption: employee only about $440,031 at 4% or $293,354 at 6%; with 50% employer match about $293,354 at 4% or $195,569 at 6%; with 100% employer match about $220,016 at 4% or $146,677 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$3,329,098$70,405$17,601iApproximate average salary by contribution assumption: employee only about $440,031 at 4% or $293,354 at 6%; with 50% employer match about $293,354 at 4% or $195,569 at 6%; with 100% employer match about $220,016 at 4% or $146,677 at 6%.
202013$2,866,594$68,714$22,905iApproximate average salary by contribution assumption: employee only about $572,617 at 4% or $381,744 at 6%; with 50% employer match about $381,744 at 4% or $254,496 at 6%; with 100% employer match about $286,308 at 4% or $190,872 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-3$2,866,594$68,714$22,905iApproximate average salary by contribution assumption: employee only about $572,617 at 4% or $381,744 at 6%; with 50% employer match about $381,744 at 4% or $254,496 at 6%; with 100% employer match about $286,308 at 4% or $190,872 at 6%.
201913$2,319,550$0-
Charles O Morgan Jr Pa Profit Sharing Plan-3$2,319,550$0-
201813$1,869,371$67,351$22,450iApproximate average salary by contribution assumption: employee only about $561,258 at 4% or $374,172 at 6%; with 50% employer match about $374,172 at 4% or $249,448 at 6%; with 100% employer match about $280,629 at 4% or $187,086 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-3$1,869,371$67,351$22,450iApproximate average salary by contribution assumption: employee only about $561,258 at 4% or $374,172 at 6%; with 50% employer match about $374,172 at 4% or $249,448 at 6%; with 100% employer match about $280,629 at 4% or $187,086 at 6%.
201711$2,097,075$48,351$48,351iApproximate average salary by contribution assumption: employee only about $1,208,775 at 4% or $805,850 at 6%; with 50% employer match about $805,850 at 4% or $537,233 at 6%; with 100% employer match about $604,388 at 4% or $402,925 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-1$2,097,075$48,351$48,351iApproximate average salary by contribution assumption: employee only about $1,208,775 at 4% or $805,850 at 6%; with 50% employer match about $805,850 at 4% or $537,233 at 6%; with 100% employer match about $604,388 at 4% or $402,925 at 6%.
201612$1,720,921$48,444$24,222iApproximate average salary by contribution assumption: employee only about $605,550 at 4% or $403,700 at 6%; with 50% employer match about $403,700 at 4% or $269,133 at 6%; with 100% employer match about $302,775 at 4% or $201,850 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-2$1,720,921$48,444$24,222iApproximate average salary by contribution assumption: employee only about $605,550 at 4% or $403,700 at 6%; with 50% employer match about $403,700 at 4% or $269,133 at 6%; with 100% employer match about $302,775 at 4% or $201,850 at 6%.
201512$1,651,640$41,125$20,563iApproximate average salary by contribution assumption: employee only about $514,063 at 4% or $342,708 at 6%; with 50% employer match about $342,708 at 4% or $228,472 at 6%; with 100% employer match about $257,031 at 4% or $171,354 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-2$1,651,640$41,125$20,563iApproximate average salary by contribution assumption: employee only about $514,063 at 4% or $342,708 at 6%; with 50% employer match about $342,708 at 4% or $228,472 at 6%; with 100% employer match about $257,031 at 4% or $171,354 at 6%.
201412$1,691,638$90,531$45,266iApproximate average salary by contribution assumption: employee only about $1,131,638 at 4% or $754,425 at 6%; with 50% employer match about $754,425 at 4% or $502,950 at 6%; with 100% employer match about $565,819 at 4% or $377,213 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-2$1,691,638$90,531$45,266iApproximate average salary by contribution assumption: employee only about $1,131,638 at 4% or $754,425 at 6%; with 50% employer match about $754,425 at 4% or $502,950 at 6%; with 100% employer match about $565,819 at 4% or $377,213 at 6%.
201313$1,730,570$0-
Charles O Morgan Jr Pa Profit Sharing Plan-3$1,730,570$0-
201214$1,474,459$101,454$25,364iApproximate average salary by contribution assumption: employee only about $634,088 at 4% or $422,725 at 6%; with 50% employer match about $422,725 at 4% or $281,817 at 6%; with 100% employer match about $317,044 at 4% or $211,363 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$1,474,459$101,454$25,364iApproximate average salary by contribution assumption: employee only about $634,088 at 4% or $422,725 at 6%; with 50% employer match about $422,725 at 4% or $281,817 at 6%; with 100% employer match about $317,044 at 4% or $211,363 at 6%.
201114$1,203,003$57,546$14,387iApproximate average salary by contribution assumption: employee only about $359,663 at 4% or $239,775 at 6%; with 50% employer match about $239,775 at 4% or $159,850 at 6%; with 100% employer match about $179,831 at 4% or $119,888 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$1,203,003$57,546$14,387iApproximate average salary by contribution assumption: employee only about $359,663 at 4% or $239,775 at 6%; with 50% employer match about $239,775 at 4% or $159,850 at 6%; with 100% employer match about $179,831 at 4% or $119,888 at 6%.
201014$1,278,103$0-
Charles O Morgan Jr Pa Profit Sharing Plan-4$1,278,103$0-
200914$1,088,906$59,989$14,997iApproximate average salary by contribution assumption: employee only about $374,931 at 4% or $249,954 at 6%; with 50% employer match about $249,954 at 4% or $166,636 at 6%; with 100% employer match about $187,466 at 4% or $124,977 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$1,088,906$59,989$14,997iApproximate average salary by contribution assumption: employee only about $374,931 at 4% or $249,954 at 6%; with 50% employer match about $249,954 at 4% or $166,636 at 6%; with 100% employer match about $187,466 at 4% or $124,977 at 6%.
200814$809,275$61,232$15,308iApproximate average salary by contribution assumption: employee only about $382,700 at 4% or $255,133 at 6%; with 50% employer match about $255,133 at 4% or $170,089 at 6%; with 100% employer match about $191,350 at 4% or $127,567 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$809,275$61,232$15,308iApproximate average salary by contribution assumption: employee only about $382,700 at 4% or $255,133 at 6%; with 50% employer match about $255,133 at 4% or $170,089 at 6%; with 100% employer match about $191,350 at 4% or $127,567 at 6%.
200714$0$0-
Charles O Morgan Jr Pa Profit Sharing Plan-4---
200613$0$0-
Charles O Morgan Jr Pa Profit Sharing Plan-3---
200514$930,428$49,142$12,286iApproximate average salary by contribution assumption: employee only about $307,138 at 4% or $204,758 at 6%; with 50% employer match about $204,758 at 4% or $136,506 at 6%; with 100% employer match about $153,569 at 4% or $102,379 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$930,428$49,142$12,286iApproximate average salary by contribution assumption: employee only about $307,138 at 4% or $204,758 at 6%; with 50% employer match about $204,758 at 4% or $136,506 at 6%; with 100% employer match about $153,569 at 4% or $102,379 at 6%.
200414$821,840$52,145$13,036iApproximate average salary by contribution assumption: employee only about $325,906 at 4% or $217,271 at 6%; with 50% employer match about $217,271 at 4% or $144,847 at 6%; with 100% employer match about $162,953 at 4% or $108,635 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-4$821,840$52,145$13,036iApproximate average salary by contribution assumption: employee only about $325,906 at 4% or $217,271 at 6%; with 50% employer match about $217,271 at 4% or $144,847 at 6%; with 100% employer match about $162,953 at 4% or $108,635 at 6%.
200313$756,614$44,303$14,768iApproximate average salary by contribution assumption: employee only about $369,192 at 4% or $246,128 at 6%; with 50% employer match about $246,128 at 4% or $164,085 at 6%; with 100% employer match about $184,596 at 4% or $123,064 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-3$756,614$44,303$14,768iApproximate average salary by contribution assumption: employee only about $369,192 at 4% or $246,128 at 6%; with 50% employer match about $246,128 at 4% or $164,085 at 6%; with 100% employer match about $184,596 at 4% or $123,064 at 6%.
200212$582,563$35,460$17,730iApproximate average salary by contribution assumption: employee only about $443,250 at 4% or $295,500 at 6%; with 50% employer match about $295,500 at 4% or $197,000 at 6%; with 100% employer match about $221,625 at 4% or $147,750 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-2$582,563$35,460$17,730iApproximate average salary by contribution assumption: employee only about $443,250 at 4% or $295,500 at 6%; with 50% employer match about $295,500 at 4% or $197,000 at 6%; with 100% employer match about $221,625 at 4% or $147,750 at 6%.
200113$754,341$25,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-3$754,341$25,500$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
200013$868,397$28,179$9,393iApproximate average salary by contribution assumption: employee only about $234,825 at 4% or $156,550 at 6%; with 50% employer match about $156,550 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.
Charles O Morgan Jr Pa Profit Sharing Plan-3$868,397$28,179$9,393iApproximate average salary by contribution assumption: employee only about $234,825 at 4% or $156,550 at 6%; with 50% employer match about $156,550 at 4% or $104,367 at 6%; with 100% employer match about $117,413 at 4% or $78,275 at 6%.