The Morrison Agency
Plan context: The Morrison Agency 401K Profit Sharing Plan
EIN 59-2706306 • Atlanta, GA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
27
2024 Assets
$3,181,515
2024 Contributions
$281,473
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 | 27 | $3,181,515 | $281,473 | $10,425iApproximate average salary by contribution assumption: employee only about $260,623 at 4% or $173,749 at 6%; with 50% employer match about $173,749 at 4% or $115,833 at 6%; with 100% employer match about $130,312 at 4% or $86,874 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 27 | $3,181,515 | $281,473 | $10,425iApproximate average salary by contribution assumption: employee only about $260,623 at 4% or $173,749 at 6%; with 50% employer match about $173,749 at 4% or $115,833 at 6%; with 100% employer match about $130,312 at 4% or $86,874 at 6%. |
| 2023 | 1 | 26 | $2,723,072 | $232,610 | $8,947iApproximate average salary by contribution assumption: employee only about $223,663 at 4% or $149,109 at 6%; with 50% employer match about $149,109 at 4% or $99,406 at 6%; with 100% employer match about $111,832 at 4% or $74,554 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 26 | $2,723,072 | $232,610 | $8,947iApproximate average salary by contribution assumption: employee only about $223,663 at 4% or $149,109 at 6%; with 50% employer match about $149,109 at 4% or $99,406 at 6%; with 100% employer match about $111,832 at 4% or $74,554 at 6%. |
| 2022 | 1 | 31 | $2,522,117 | $211,385 | $6,819iApproximate average salary by contribution assumption: employee only about $170,472 at 4% or $113,648 at 6%; with 50% employer match about $113,648 at 4% or $75,765 at 6%; with 100% employer match about $85,236 at 4% or $56,824 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 31 | $2,522,117 | $211,385 | $6,819iApproximate average salary by contribution assumption: employee only about $170,472 at 4% or $113,648 at 6%; with 50% employer match about $113,648 at 4% or $75,765 at 6%; with 100% employer match about $85,236 at 4% or $56,824 at 6%. |
| 2021 | 1 | 33 | $2,990,232 | $178,633 | $5,413iApproximate average salary by contribution assumption: employee only about $135,328 at 4% or $90,219 at 6%; with 50% employer match about $90,219 at 4% or $60,146 at 6%; with 100% employer match about $67,664 at 4% or $45,109 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 33 | $2,990,232 | $178,633 | $5,413iApproximate average salary by contribution assumption: employee only about $135,328 at 4% or $90,219 at 6%; with 50% employer match about $90,219 at 4% or $60,146 at 6%; with 100% employer match about $67,664 at 4% or $45,109 at 6%. |
| 2020 | 1 | 34 | $2,618,510 | $157,591 | $4,635iApproximate average salary by contribution assumption: employee only about $115,876 at 4% or $77,250 at 6%; with 50% employer match about $77,250 at 4% or $51,500 at 6%; with 100% employer match about $57,938 at 4% or $38,625 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 34 | $2,618,510 | $157,591 | $4,635iApproximate average salary by contribution assumption: employee only about $115,876 at 4% or $77,250 at 6%; with 50% employer match about $77,250 at 4% or $51,500 at 6%; with 100% employer match about $57,938 at 4% or $38,625 at 6%. |
| 2019 | 1 | 31 | $2,153,650 | $200,275 | $6,460iApproximate average salary by contribution assumption: employee only about $161,512 at 4% or $107,675 at 6%; with 50% employer match about $107,675 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,837 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 31 | $2,153,650 | $200,275 | $6,460iApproximate average salary by contribution assumption: employee only about $161,512 at 4% or $107,675 at 6%; with 50% employer match about $107,675 at 4% or $71,783 at 6%; with 100% employer match about $80,756 at 4% or $53,837 at 6%. |
| 2018 | 1 | 33 | $2,329,675 | $221,786 | $6,721iApproximate average salary by contribution assumption: employee only about $168,020 at 4% or $112,013 at 6%; with 50% employer match about $112,013 at 4% or $74,675 at 6%; with 100% employer match about $84,010 at 4% or $56,007 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 33 | $2,329,675 | $221,786 | $6,721iApproximate average salary by contribution assumption: employee only about $168,020 at 4% or $112,013 at 6%; with 50% employer match about $112,013 at 4% or $74,675 at 6%; with 100% employer match about $84,010 at 4% or $56,007 at 6%. |
| 2017 | 1 | 28 | $2,438,901 | $189,067 | $6,752iApproximate average salary by contribution assumption: employee only about $168,810 at 4% or $112,540 at 6%; with 50% employer match about $112,540 at 4% or $75,027 at 6%; with 100% employer match about $84,405 at 4% or $56,270 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 28 | $2,438,901 | $189,067 | $6,752iApproximate average salary by contribution assumption: employee only about $168,810 at 4% or $112,540 at 6%; with 50% employer match about $112,540 at 4% or $75,027 at 6%; with 100% employer match about $84,405 at 4% or $56,270 at 6%. |
| 2016 | 1 | 25 | $2,056,347 | $181,327 | $7,253iApproximate average salary by contribution assumption: employee only about $181,327 at 4% or $120,885 at 6%; with 50% employer match about $120,885 at 4% or $80,590 at 6%; with 100% employer match about $90,664 at 4% or $60,442 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 25 | $2,056,347 | $181,327 | $7,253iApproximate average salary by contribution assumption: employee only about $181,327 at 4% or $120,885 at 6%; with 50% employer match about $120,885 at 4% or $80,590 at 6%; with 100% employer match about $90,664 at 4% or $60,442 at 6%. |
| 2015 | 1 | 27 | $2,611,961 | $175,709 | $6,508iApproximate average salary by contribution assumption: employee only about $162,694 at 4% or $108,462 at 6%; with 50% employer match about $108,462 at 4% or $72,308 at 6%; with 100% employer match about $81,347 at 4% or $54,231 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 27 | $2,611,961 | $175,709 | $6,508iApproximate average salary by contribution assumption: employee only about $162,694 at 4% or $108,462 at 6%; with 50% employer match about $108,462 at 4% or $72,308 at 6%; with 100% employer match about $81,347 at 4% or $54,231 at 6%. |
| 2014 | 1 | 25 | $2,726,977 | $138,029 | $5,521iApproximate average salary by contribution assumption: employee only about $138,029 at 4% or $92,019 at 6%; with 50% employer match about $92,019 at 4% or $61,346 at 6%; with 100% employer match about $69,015 at 4% or $46,010 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 25 | $2,726,977 | $138,029 | $5,521iApproximate average salary by contribution assumption: employee only about $138,029 at 4% or $92,019 at 6%; with 50% employer match about $92,019 at 4% or $61,346 at 6%; with 100% employer match about $69,015 at 4% or $46,010 at 6%. |
| 2013 | 1 | 20 | $2,461,070 | $90,125 | $4,506iApproximate average salary by contribution assumption: employee only about $112,656 at 4% or $75,104 at 6%; with 50% employer match about $75,104 at 4% or $50,069 at 6%; with 100% employer match about $56,328 at 4% or $37,552 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 20 | $2,461,070 | $90,125 | $4,506iApproximate average salary by contribution assumption: employee only about $112,656 at 4% or $75,104 at 6%; with 50% employer match about $75,104 at 4% or $50,069 at 6%; with 100% employer match about $56,328 at 4% or $37,552 at 6%. |
| 2012 | 1 | 21 | $2,164,961 | $144,568 | $6,884iApproximate average salary by contribution assumption: employee only about $172,105 at 4% or $114,737 at 6%; with 50% employer match about $114,737 at 4% or $76,491 at 6%; with 100% employer match about $86,052 at 4% or $57,368 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 21 | $2,164,961 | $144,568 | $6,884iApproximate average salary by contribution assumption: employee only about $172,105 at 4% or $114,737 at 6%; with 50% employer match about $114,737 at 4% or $76,491 at 6%; with 100% employer match about $86,052 at 4% or $57,368 at 6%. |
| 2011 | 1 | 28 | $1,995,741 | $96,405 | $3,443iApproximate average salary by contribution assumption: employee only about $86,076 at 4% or $57,384 at 6%; with 50% employer match about $57,384 at 4% or $38,256 at 6%; with 100% employer match about $43,038 at 4% or $28,692 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 28 | $1,995,741 | $96,405 | $3,443iApproximate average salary by contribution assumption: employee only about $86,076 at 4% or $57,384 at 6%; with 50% employer match about $57,384 at 4% or $38,256 at 6%; with 100% employer match about $43,038 at 4% or $28,692 at 6%. |
| 2010 | 1 | 34 | $1,990,301 | $82,077 | $2,414iApproximate average salary by contribution assumption: employee only about $60,351 at 4% or $40,234 at 6%; with 50% employer match about $40,234 at 4% or $26,823 at 6%; with 100% employer match about $30,175 at 4% or $20,117 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 34 | $1,990,301 | $82,077 | $2,414iApproximate average salary by contribution assumption: employee only about $60,351 at 4% or $40,234 at 6%; with 50% employer match about $40,234 at 4% or $26,823 at 6%; with 100% employer match about $30,175 at 4% or $20,117 at 6%. |
| 2009 | 1 | 34 | $1,719,624 | $104,290 | $3,067iApproximate average salary by contribution assumption: employee only about $76,684 at 4% or $51,123 at 6%; with 50% employer match about $51,123 at 4% or $34,082 at 6%; with 100% employer match about $38,342 at 4% or $25,561 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 34 | $1,719,624 | $104,290 | $3,067iApproximate average salary by contribution assumption: employee only about $76,684 at 4% or $51,123 at 6%; with 50% employer match about $51,123 at 4% or $34,082 at 6%; with 100% employer match about $38,342 at 4% or $25,561 at 6%. |
| 2008 | 1 | 12 | $1,468,283 | $100,904 | $8,409iApproximate average salary by contribution assumption: employee only about $210,217 at 4% or $140,144 at 6%; with 50% employer match about $140,144 at 4% or $93,430 at 6%; with 100% employer match about $105,108 at 4% or $70,072 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 12 | $1,468,283 | $100,904 | $8,409iApproximate average salary by contribution assumption: employee only about $210,217 at 4% or $140,144 at 6%; with 50% employer match about $140,144 at 4% or $93,430 at 6%; with 100% employer match about $105,108 at 4% or $70,072 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| The Morrison Agency 401K Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 15 | $0 | $0 | - |
| The Morrison Agency 401K Profit Sharing Plan | - | 15 | - | - | - |
| 2005 | 1 | 20 | $1,628,869 | $233,106 | $11,655iApproximate average salary by contribution assumption: employee only about $291,383 at 4% or $194,255 at 6%; with 50% employer match about $194,255 at 4% or $129,503 at 6%; with 100% employer match about $145,691 at 4% or $97,128 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 20 | $1,628,869 | $233,106 | $11,655iApproximate average salary by contribution assumption: employee only about $291,383 at 4% or $194,255 at 6%; with 50% employer match about $194,255 at 4% or $129,503 at 6%; with 100% employer match about $145,691 at 4% or $97,128 at 6%. |
| 2004 | 1 | 15 | $1,419,437 | $192,268 | $12,818iApproximate average salary by contribution assumption: employee only about $320,447 at 4% or $213,631 at 6%; with 50% employer match about $213,631 at 4% or $142,421 at 6%; with 100% employer match about $160,223 at 4% or $106,816 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 15 | $1,419,437 | $192,268 | $12,818iApproximate average salary by contribution assumption: employee only about $320,447 at 4% or $213,631 at 6%; with 50% employer match about $213,631 at 4% or $142,421 at 6%; with 100% employer match about $160,223 at 4% or $106,816 at 6%. |
| 2003 | 1 | 18 | $1,331,189 | $217,300 | $12,072iApproximate average salary by contribution assumption: employee only about $301,806 at 4% or $201,204 at 6%; with 50% employer match about $201,204 at 4% or $134,136 at 6%; with 100% employer match about $150,903 at 4% or $100,602 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 18 | $1,331,189 | $217,300 | $12,072iApproximate average salary by contribution assumption: employee only about $301,806 at 4% or $201,204 at 6%; with 50% employer match about $201,204 at 4% or $134,136 at 6%; with 100% employer match about $150,903 at 4% or $100,602 at 6%. |
| 2002 | 1 | 23 | $878,045 | $150,143 | $6,528iApproximate average salary by contribution assumption: employee only about $163,199 at 4% or $108,799 at 6%; with 50% employer match about $108,799 at 4% or $72,533 at 6%; with 100% employer match about $81,599 at 4% or $54,400 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 23 | $878,045 | $150,143 | $6,528iApproximate average salary by contribution assumption: employee only about $163,199 at 4% or $108,799 at 6%; with 50% employer match about $108,799 at 4% or $72,533 at 6%; with 100% employer match about $81,599 at 4% or $54,400 at 6%. |
| 2001 | 1 | 23 | $0 | $0 | - |
| The Morrison Agency 401K Profit Sharing Plan | - | 23 | - | - | - |
| 2000 | 1 | 21 | $0 | $0 | - |
| The Morrison Agency 401K Profit Sharing Plan | - | 21 | - | - | - |
| 1999 | 1 | 16 | $682,494 | $145,739 | $9,109iApproximate average salary by contribution assumption: employee only about $227,717 at 4% or $151,811 at 6%; with 50% employer match about $151,811 at 4% or $101,208 at 6%; with 100% employer match about $113,859 at 4% or $75,906 at 6%. |
| The Morrison Agency 401K Profit Sharing Plan | - | 16 | $682,494 | $145,739 | $9,109iApproximate average salary by contribution assumption: employee only about $227,717 at 4% or $151,811 at 6%; with 50% employer match about $151,811 at 4% or $101,208 at 6%; with 100% employer match about $113,859 at 4% or $75,906 at 6%. |