Morgan, Colling & Gilbert, P.A.
Plan context: Morgan, Colling & Gilbert, P.A. 401K Plan & Trust
EIN 59-2920684 • 43 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
4,754
2024 Assets
$192,748,299
2024 Contributions
$31,030,313
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 | 2 | 4,754 | $192,748,299 | $31,030,313 | $6,527iApproximate average salary by contribution assumption: employee only about $163,180 at 4% or $108,787 at 6%; with 50% employer match about $108,787 at 4% or $72,524 at 6%; with 100% employer match about $81,590 at 4% or $54,393 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 4,754 | $192,748,299 | $31,030,313 | $6,527iApproximate average salary by contribution assumption: employee only about $163,180 at 4% or $108,787 at 6%; with 50% employer match about $108,787 at 4% or $72,524 at 6%; with 100% employer match about $81,590 at 4% or $54,393 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 1,830 | - | - | - |
| 2023 | 2 | 4,222 | $156,529,407 | $27,398,200 | $6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,156 at 6%; with 50% employer match about $108,156 at 4% or $72,104 at 6%; with 100% employer match about $81,117 at 4% or $54,078 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 4,222 | $156,529,407 | $27,398,200 | $6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,156 at 6%; with 50% employer match about $108,156 at 4% or $72,104 at 6%; with 100% employer match about $81,117 at 4% or $54,078 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 3,325 | - | - | - |
| 2022 | 2 | 3,318 | $119,147,543 | $20,352,013 | $6,134iApproximate average salary by contribution assumption: employee only about $153,345 at 4% or $102,230 at 6%; with 50% employer match about $102,230 at 4% or $68,154 at 6%; with 100% employer match about $76,673 at 4% or $51,115 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 3,318 | $119,147,543 | $20,352,013 | $6,134iApproximate average salary by contribution assumption: employee only about $153,345 at 4% or $102,230 at 6%; with 50% employer match about $102,230 at 4% or $68,154 at 6%; with 100% employer match about $76,673 at 4% or $51,115 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 2,756 | - | - | - |
| 2021 | 2 | 2,864 | $132,571,891 | $16,378,492 | $5,719iApproximate average salary by contribution assumption: employee only about $142,969 at 4% or $95,312 at 6%; with 50% employer match about $95,312 at 4% or $63,542 at 6%; with 100% employer match about $71,484 at 4% or $47,656 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 2,864 | $132,571,891 | $16,378,492 | $5,719iApproximate average salary by contribution assumption: employee only about $142,969 at 4% or $95,312 at 6%; with 50% employer match about $95,312 at 4% or $63,542 at 6%; with 100% employer match about $71,484 at 4% or $47,656 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 2,024 | - | - | - |
| 2020 | 3 | 2,781 | $218,886,832 | $26,477,762 | $9,521iApproximate average salary by contribution assumption: employee only about $238,024 at 4% or $158,683 at 6%; with 50% employer match about $158,683 at 4% or $105,788 at 6%; with 100% employer match about $119,012 at 4% or $79,341 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 2,571 | $109,443,416 | $13,238,881 | $5,149iApproximate average salary by contribution assumption: employee only about $128,733 at 4% or $85,822 at 6%; with 50% employer match about $85,822 at 4% or $57,215 at 6%; with 100% employer match about $64,366 at 4% or $42,911 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 2,571 | $109,443,416 | $13,238,881 | $5,149iApproximate average salary by contribution assumption: employee only about $128,733 at 4% or $85,822 at 6%; with 50% employer match about $85,822 at 4% or $57,215 at 6%; with 100% employer match about $64,366 at 4% or $42,911 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 2,781 | - | - | - |
| 2019 | 2 | 2,286 | $88,743,507 | $11,418,040 | $4,995iApproximate average salary by contribution assumption: employee only about $124,869 at 4% or $83,246 at 6%; with 50% employer match about $83,246 at 4% or $55,497 at 6%; with 100% employer match about $62,435 at 4% or $41,623 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 2,286 | $88,743,507 | $11,418,040 | $4,995iApproximate average salary by contribution assumption: employee only about $124,869 at 4% or $83,246 at 6%; with 50% employer match about $83,246 at 4% or $55,497 at 6%; with 100% employer match about $62,435 at 4% or $41,623 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 2,001 | - | - | - |
| 2018 | 2 | 1,991 | $65,897,633 | $9,230,214 | $4,636iApproximate average salary by contribution assumption: employee only about $115,899 at 4% or $77,266 at 6%; with 50% employer match about $77,266 at 4% or $51,511 at 6%; with 100% employer match about $57,950 at 4% or $38,633 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,991 | $65,897,633 | $9,230,214 | $4,636iApproximate average salary by contribution assumption: employee only about $115,899 at 4% or $77,266 at 6%; with 50% employer match about $77,266 at 4% or $51,511 at 6%; with 100% employer match about $57,950 at 4% or $38,633 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 1,695 | - | - | - |
| 2017 | 2 | 1,765 | $63,629,540 | $7,874,799 | $4,462iApproximate average salary by contribution assumption: employee only about $111,541 at 4% or $74,361 at 6%; with 50% employer match about $74,361 at 4% or $49,574 at 6%; with 100% employer match about $55,771 at 4% or $37,180 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,765 | $63,629,540 | $7,874,799 | $4,462iApproximate average salary by contribution assumption: employee only about $111,541 at 4% or $74,361 at 6%; with 50% employer match about $74,361 at 4% or $49,574 at 6%; with 100% employer match about $55,771 at 4% or $37,180 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 1,404 | - | - | - |
| 2016 | 2 | 1,645 | $50,957,670 | $6,261,998 | $3,807iApproximate average salary by contribution assumption: employee only about $95,167 at 4% or $63,445 at 6%; with 50% employer match about $63,445 at 4% or $42,297 at 6%; with 100% employer match about $47,584 at 4% or $31,722 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,645 | $50,957,670 | $6,261,998 | $3,807iApproximate average salary by contribution assumption: employee only about $95,167 at 4% or $63,445 at 6%; with 50% employer match about $63,445 at 4% or $42,297 at 6%; with 100% employer match about $47,584 at 4% or $31,722 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 1,404 | - | - | - |
| 2015 | 2 | 1,392 | $43,715,654 | $5,700,526 | $4,095iApproximate average salary by contribution assumption: employee only about $102,380 at 4% or $68,253 at 6%; with 50% employer match about $68,253 at 4% or $45,502 at 6%; with 100% employer match about $51,190 at 4% or $34,127 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,392 | $43,715,654 | $5,700,526 | $4,095iApproximate average salary by contribution assumption: employee only about $102,380 at 4% or $68,253 at 6%; with 50% employer match about $68,253 at 4% or $45,502 at 6%; with 100% employer match about $51,190 at 4% or $34,127 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 1,292 | - | - | - |
| 2014 | 2 | 1,306 | $40,321,417 | $5,440,496 | $4,166iApproximate average salary by contribution assumption: employee only about $104,144 at 4% or $69,430 at 6%; with 50% employer match about $69,430 at 4% or $46,286 at 6%; with 100% employer match about $52,072 at 4% or $34,715 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,306 | $40,321,417 | $5,440,496 | $4,166iApproximate average salary by contribution assumption: employee only about $104,144 at 4% or $69,430 at 6%; with 50% employer match about $69,430 at 4% or $46,286 at 6%; with 100% employer match about $52,072 at 4% or $34,715 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 713 | - | - | - |
| 2013 | 2 | 1,181 | $35,284,788 | $3,672,973 | $3,110iApproximate average salary by contribution assumption: employee only about $77,751 at 4% or $51,834 at 6%; with 50% employer match about $51,834 at 4% or $34,556 at 6%; with 100% employer match about $38,876 at 4% or $25,917 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,181 | $35,284,788 | $3,672,973 | $3,110iApproximate average salary by contribution assumption: employee only about $77,751 at 4% or $51,834 at 6%; with 50% employer match about $51,834 at 4% or $34,556 at 6%; with 100% employer match about $38,876 at 4% or $25,917 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 939 | - | - | - |
| 2012 | 2 | 1,021 | $27,451,425 | $2,874,687 | $2,816iApproximate average salary by contribution assumption: employee only about $70,389 at 4% or $46,926 at 6%; with 50% employer match about $46,926 at 4% or $31,284 at 6%; with 100% employer match about $35,195 at 4% or $23,463 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 1,021 | $27,451,425 | $2,874,687 | $2,816iApproximate average salary by contribution assumption: employee only about $70,389 at 4% or $46,926 at 6%; with 50% employer match about $46,926 at 4% or $31,284 at 6%; with 100% employer match about $35,195 at 4% or $23,463 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 863 | - | - | - |
| 2011 | 2 | 924 | $23,323,324 | $2,898,906 | $3,137iApproximate average salary by contribution assumption: employee only about $78,434 at 4% or $52,289 at 6%; with 50% employer match about $52,289 at 4% or $34,859 at 6%; with 100% employer match about $39,217 at 4% or $26,145 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 924 | $23,323,324 | $2,898,906 | $3,137iApproximate average salary by contribution assumption: employee only about $78,434 at 4% or $52,289 at 6%; with 50% employer match about $52,289 at 4% or $34,859 at 6%; with 100% employer match about $39,217 at 4% or $26,145 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 742 | - | - | - |
| 2010 | 2 | 843 | $22,993,194 | $2,367,115 | $2,808iApproximate average salary by contribution assumption: employee only about $70,199 at 4% or $46,799 at 6%; with 50% employer match about $46,799 at 4% or $31,200 at 6%; with 100% employer match about $35,100 at 4% or $23,400 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 843 | $22,993,194 | $2,367,115 | $2,808iApproximate average salary by contribution assumption: employee only about $70,199 at 4% or $46,799 at 6%; with 50% employer match about $46,799 at 4% or $31,200 at 6%; with 100% employer match about $35,100 at 4% or $23,400 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 725 | - | - | - |
| 2009 | 2 | 728 | $19,480,603 | $2,206,452 | $3,031iApproximate average salary by contribution assumption: employee only about $75,771 at 4% or $50,514 at 6%; with 50% employer match about $50,514 at 4% or $33,676 at 6%; with 100% employer match about $37,886 at 4% or $25,257 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 728 | $19,480,603 | $2,206,452 | $3,031iApproximate average salary by contribution assumption: employee only about $75,771 at 4% or $50,514 at 6%; with 50% employer match about $50,514 at 4% or $33,676 at 6%; with 100% employer match about $37,886 at 4% or $25,257 at 6%. |
| Morgan & Morgan, P.A. Employee Benefits Plan | - | 631 | - | - | - |
| 2008 | 1 | 625 | $14,613,042 | $2,766,421 | $4,426iApproximate average salary by contribution assumption: employee only about $110,657 at 4% or $73,771 at 6%; with 50% employer match about $73,771 at 4% or $49,181 at 6%; with 100% employer match about $55,328 at 4% or $36,886 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 625 | $14,613,042 | $2,766,421 | $4,426iApproximate average salary by contribution assumption: employee only about $110,657 at 4% or $73,771 at 6%; with 50% employer match about $73,771 at 4% or $49,181 at 6%; with 100% employer match about $55,328 at 4% or $36,886 at 6%. |
| 2007 | 1 | 503 | $19,985,371 | $2,755,192 | $5,478iApproximate average salary by contribution assumption: employee only about $136,938 at 4% or $91,292 at 6%; with 50% employer match about $91,292 at 4% or $60,861 at 6%; with 100% employer match about $68,469 at 4% or $45,646 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 503 | $19,985,371 | $2,755,192 | $5,478iApproximate average salary by contribution assumption: employee only about $136,938 at 4% or $91,292 at 6%; with 50% employer match about $91,292 at 4% or $60,861 at 6%; with 100% employer match about $68,469 at 4% or $45,646 at 6%. |
| 2006 | 1 | 498 | $18,794,388 | $2,219,953 | $4,458iApproximate average salary by contribution assumption: employee only about $111,443 at 4% or $74,296 at 6%; with 50% employer match about $74,296 at 4% or $49,530 at 6%; with 100% employer match about $55,722 at 4% or $37,148 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 498 | $18,794,388 | $2,219,953 | $4,458iApproximate average salary by contribution assumption: employee only about $111,443 at 4% or $74,296 at 6%; with 50% employer match about $74,296 at 4% or $49,530 at 6%; with 100% employer match about $55,722 at 4% or $37,148 at 6%. |
| 2005 | 1 | 353 | $14,982,533 | $2,113,197 | $5,986iApproximate average salary by contribution assumption: employee only about $149,660 at 4% or $99,773 at 6%; with 50% employer match about $99,773 at 4% or $66,515 at 6%; with 100% employer match about $74,830 at 4% or $49,887 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 353 | $14,982,533 | $2,113,197 | $5,986iApproximate average salary by contribution assumption: employee only about $149,660 at 4% or $99,773 at 6%; with 50% employer match about $99,773 at 4% or $66,515 at 6%; with 100% employer match about $74,830 at 4% or $49,887 at 6%. |
| 2004 | 1 | 374 | $12,156,034 | $1,760,949 | $4,708iApproximate average salary by contribution assumption: employee only about $117,710 at 4% or $78,474 at 6%; with 50% employer match about $78,474 at 4% or $52,316 at 6%; with 100% employer match about $58,855 at 4% or $39,237 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 374 | $12,156,034 | $1,760,949 | $4,708iApproximate average salary by contribution assumption: employee only about $117,710 at 4% or $78,474 at 6%; with 50% employer match about $78,474 at 4% or $52,316 at 6%; with 100% employer match about $58,855 at 4% or $39,237 at 6%. |
| 2003 | 1 | 407 | $9,579,249 | $1,630,294 | $4,006iApproximate average salary by contribution assumption: employee only about $100,141 at 4% or $66,761 at 6%; with 50% employer match about $66,761 at 4% or $44,507 at 6%; with 100% employer match about $50,070 at 4% or $33,380 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 407 | $9,579,249 | $1,630,294 | $4,006iApproximate average salary by contribution assumption: employee only about $100,141 at 4% or $66,761 at 6%; with 50% employer match about $66,761 at 4% or $44,507 at 6%; with 100% employer match about $50,070 at 4% or $33,380 at 6%. |
| 2002 | 1 | 354 | $6,305,223 | $1,353,294 | $3,823iApproximate average salary by contribution assumption: employee only about $95,572 at 4% or $63,714 at 6%; with 50% employer match about $63,714 at 4% or $42,476 at 6%; with 100% employer match about $47,786 at 4% or $31,857 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 354 | $6,305,223 | $1,353,294 | $3,823iApproximate average salary by contribution assumption: employee only about $95,572 at 4% or $63,714 at 6%; with 50% employer match about $63,714 at 4% or $42,476 at 6%; with 100% employer match about $47,786 at 4% or $31,857 at 6%. |
| 2001 | 1 | 276 | $6,058,315 | $1,251,105 | $4,533iApproximate average salary by contribution assumption: employee only about $113,325 at 4% or $75,550 at 6%; with 50% employer match about $75,550 at 4% or $50,367 at 6%; with 100% employer match about $56,662 at 4% or $37,775 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 276 | $6,058,315 | $1,251,105 | $4,533iApproximate average salary by contribution assumption: employee only about $113,325 at 4% or $75,550 at 6%; with 50% employer match about $75,550 at 4% or $50,367 at 6%; with 100% employer match about $56,662 at 4% or $37,775 at 6%. |
| 2000 | 1 | 238 | $0 | $0 | - |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 238 | - | - | - |
| 1999 | 1 | 157 | $4,327,044 | $1,291,381 | $8,225iApproximate average salary by contribution assumption: employee only about $205,634 at 4% or $137,089 at 6%; with 50% employer match about $137,089 at 4% or $91,393 at 6%; with 100% employer match about $102,817 at 4% or $68,545 at 6%. |
| Morgan, Colling & Gilbert, P.A. 401K Plan & Trust | - | 157 | $4,327,044 | $1,291,381 | $8,225iApproximate average salary by contribution assumption: employee only about $205,634 at 4% or $137,089 at 6%; with 50% employer match about $137,089 at 4% or $91,393 at 6%; with 100% employer match about $102,817 at 4% or $68,545 at 6%. |