A D Morgan Corporation
Plan context: A D Morgan Corp Savings Plan
EIN 59-2933439 • Tampa, FL • 23 filings • 3 plans
Current Snapshot
Latest Year
2023
2023 Participants
27
2023 Assets
$2,172,254
2023 Contributions
$402,334
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 27 | $2,172,254 | $402,334 | $14,901iApproximate average salary by contribution assumption: employee only about $372,531 at 4% or $248,354 at 6%; with 50% employer match about $248,354 at 4% or $165,570 at 6%; with 100% employer match about $186,266 at 4% or $124,177 at 6%. |
| A D Morgan Corp Savings Plan | - | 27 | $2,172,254 | $402,334 | $14,901iApproximate average salary by contribution assumption: employee only about $372,531 at 4% or $248,354 at 6%; with 50% employer match about $248,354 at 4% or $165,570 at 6%; with 100% employer match about $186,266 at 4% or $124,177 at 6%. |
| 2022 | 1 | 28 | $1,563,956 | $211,337 | $7,548iApproximate average salary by contribution assumption: employee only about $188,694 at 4% or $125,796 at 6%; with 50% employer match about $125,796 at 4% or $83,864 at 6%; with 100% employer match about $94,347 at 4% or $62,898 at 6%. |
| A D Morgan Corp Savings Plan | - | 28 | $1,563,956 | $211,337 | $7,548iApproximate average salary by contribution assumption: employee only about $188,694 at 4% or $125,796 at 6%; with 50% employer match about $125,796 at 4% or $83,864 at 6%; with 100% employer match about $94,347 at 4% or $62,898 at 6%. |
| 2021 | 1 | 27 | $1,762,888 | $258,905 | $9,589iApproximate average salary by contribution assumption: employee only about $239,727 at 4% or $159,818 at 6%; with 50% employer match about $159,818 at 4% or $106,545 at 6%; with 100% employer match about $119,863 at 4% or $79,909 at 6%. |
| A D Morgan Corp Savings Plan | - | 27 | $1,762,888 | $258,905 | $9,589iApproximate average salary by contribution assumption: employee only about $239,727 at 4% or $159,818 at 6%; with 50% employer match about $159,818 at 4% or $106,545 at 6%; with 100% employer match about $119,863 at 4% or $79,909 at 6%. |
| 2020 | 1 | 28 | $1,459,200 | $187,659 | $6,702iApproximate average salary by contribution assumption: employee only about $167,553 at 4% or $111,702 at 6%; with 50% employer match about $111,702 at 4% or $74,468 at 6%; with 100% employer match about $83,776 at 4% or $55,851 at 6%. |
| A D Morgan Corp Savings Plan | - | 28 | $1,459,200 | $187,659 | $6,702iApproximate average salary by contribution assumption: employee only about $167,553 at 4% or $111,702 at 6%; with 50% employer match about $111,702 at 4% or $74,468 at 6%; with 100% employer match about $83,776 at 4% or $55,851 at 6%. |
| 2019 | 1 | 24 | $1,271,439 | $249,761 | $10,407iApproximate average salary by contribution assumption: employee only about $260,168 at 4% or $173,445 at 6%; with 50% employer match about $173,445 at 4% or $115,630 at 6%; with 100% employer match about $130,084 at 4% or $86,723 at 6%. |
| A D Morgan Corp Savings Plan | - | 24 | $1,271,439 | $249,761 | $10,407iApproximate average salary by contribution assumption: employee only about $260,168 at 4% or $173,445 at 6%; with 50% employer match about $173,445 at 4% or $115,630 at 6%; with 100% employer match about $130,084 at 4% or $86,723 at 6%. |
| 2018 | 1 | 14 | $949,105 | $69,489 | $4,964iApproximate average salary by contribution assumption: employee only about $124,088 at 4% or $82,725 at 6%; with 50% employer match about $82,725 at 4% or $55,150 at 6%; with 100% employer match about $62,044 at 4% or $41,363 at 6%. |
| A D Morgan Corp Savings Plan | - | 14 | $949,105 | $69,489 | $4,964iApproximate average salary by contribution assumption: employee only about $124,088 at 4% or $82,725 at 6%; with 50% employer match about $82,725 at 4% or $55,150 at 6%; with 100% employer match about $62,044 at 4% or $41,363 at 6%. |
| 2017 | 1 | 16 | $1,247,610 | $62,854 | $3,928iApproximate average salary by contribution assumption: employee only about $98,209 at 4% or $65,473 at 6%; with 50% employer match about $65,473 at 4% or $43,649 at 6%; with 100% employer match about $49,105 at 4% or $32,736 at 6%. |
| A D Morgan Corp Savings Plan | - | 16 | $1,247,610 | $62,854 | $3,928iApproximate average salary by contribution assumption: employee only about $98,209 at 4% or $65,473 at 6%; with 50% employer match about $65,473 at 4% or $43,649 at 6%; with 100% employer match about $49,105 at 4% or $32,736 at 6%. |
| 2016 | 1 | 17 | $1,076,037 | $73,392 | $4,317iApproximate average salary by contribution assumption: employee only about $107,929 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,976 at 6%. |
| A D Morgan Corp Savings Plan | - | 17 | $1,076,037 | $73,392 | $4,317iApproximate average salary by contribution assumption: employee only about $107,929 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,969 at 6%; with 100% employer match about $53,965 at 4% or $35,976 at 6%. |
| 2014 | 1 | 12 | $904,147 | $35,121 | $2,927iApproximate average salary by contribution assumption: employee only about $73,169 at 4% or $48,779 at 6%; with 50% employer match about $48,779 at 4% or $32,519 at 6%; with 100% employer match about $36,584 at 4% or $24,390 at 6%. |
| A D Morgan Corp Savings Plan | - | 12 | $904,147 | $35,121 | $2,927iApproximate average salary by contribution assumption: employee only about $73,169 at 4% or $48,779 at 6%; with 50% employer match about $48,779 at 4% or $32,519 at 6%; with 100% employer match about $36,584 at 4% or $24,390 at 6%. |
| 2013 | 1 | 14 | $920,349 | $60,700 | $4,336iApproximate average salary by contribution assumption: employee only about $108,393 at 4% or $72,262 at 6%; with 50% employer match about $72,262 at 4% or $48,175 at 6%; with 100% employer match about $54,196 at 4% or $36,131 at 6%. |
| A D Morgan Corp Savings Plan | - | 14 | $920,349 | $60,700 | $4,336iApproximate average salary by contribution assumption: employee only about $108,393 at 4% or $72,262 at 6%; with 50% employer match about $72,262 at 4% or $48,175 at 6%; with 100% employer match about $54,196 at 4% or $36,131 at 6%. |
| 2012 | 1 | 17 | $1,150,407 | $62,803 | $3,694iApproximate average salary by contribution assumption: employee only about $92,357 at 4% or $61,572 at 6%; with 50% employer match about $61,572 at 4% or $41,048 at 6%; with 100% employer match about $46,179 at 4% or $30,786 at 6%. |
| A D Morgan Corp Savings Plan | - | 17 | $1,150,407 | $62,803 | $3,694iApproximate average salary by contribution assumption: employee only about $92,357 at 4% or $61,572 at 6%; with 50% employer match about $61,572 at 4% or $41,048 at 6%; with 100% employer match about $46,179 at 4% or $30,786 at 6%. |
| 2011 | 1 | 25 | $1,349,858 | $114,219 | $4,569iApproximate average salary by contribution assumption: employee only about $114,219 at 4% or $76,146 at 6%; with 50% employer match about $76,146 at 4% or $50,764 at 6%; with 100% employer match about $57,110 at 4% or $38,073 at 6%. |
| A D Morgan Corp Savings Plan | - | 25 | $1,349,858 | $114,219 | $4,569iApproximate average salary by contribution assumption: employee only about $114,219 at 4% or $76,146 at 6%; with 50% employer match about $76,146 at 4% or $50,764 at 6%; with 100% employer match about $57,110 at 4% or $38,073 at 6%. |
| 2010 | 1 | 28 | $1,371,824 | $143,330 | $5,119iApproximate average salary by contribution assumption: employee only about $127,973 at 4% or $85,315 at 6%; with 50% employer match about $85,315 at 4% or $56,877 at 6%; with 100% employer match about $63,987 at 4% or $42,658 at 6%. |
| A D Morgan Corp Savings Plan | - | 28 | $1,371,824 | $143,330 | $5,119iApproximate average salary by contribution assumption: employee only about $127,973 at 4% or $85,315 at 6%; with 50% employer match about $85,315 at 4% or $56,877 at 6%; with 100% employer match about $63,987 at 4% or $42,658 at 6%. |
| 2009 | 1 | 30 | $1,135,972 | $109,890 | $3,663iApproximate average salary by contribution assumption: employee only about $91,575 at 4% or $61,050 at 6%; with 50% employer match about $61,050 at 4% or $40,700 at 6%; with 100% employer match about $45,788 at 4% or $30,525 at 6%. |
| A D Morgan Corp Savings Plan | - | 30 | $1,135,972 | $109,890 | $3,663iApproximate average salary by contribution assumption: employee only about $91,575 at 4% or $61,050 at 6%; with 50% employer match about $61,050 at 4% or $40,700 at 6%; with 100% employer match about $45,788 at 4% or $30,525 at 6%. |
| 2008 | 1 | 29 | $895,221 | $158,292 | $5,458iApproximate average salary by contribution assumption: employee only about $136,459 at 4% or $90,972 at 6%; with 50% employer match about $90,972 at 4% or $60,648 at 6%; with 100% employer match about $68,229 at 4% or $45,486 at 6%. |
| A D Morgan Corp Savings Plan | - | 29 | $895,221 | $158,292 | $5,458iApproximate average salary by contribution assumption: employee only about $136,459 at 4% or $90,972 at 6%; with 50% employer match about $90,972 at 4% or $60,648 at 6%; with 100% employer match about $68,229 at 4% or $45,486 at 6%. |
| 2007 | 1 | 25 | $1,396,220 | $206,364 | $8,255iApproximate average salary by contribution assumption: employee only about $206,364 at 4% or $137,576 at 6%; with 50% employer match about $137,576 at 4% or $91,717 at 6%; with 100% employer match about $103,182 at 4% or $68,788 at 6%. |
| A D Morgan Corp Savings Plan | - | 25 | $1,396,220 | $206,364 | $8,255iApproximate average salary by contribution assumption: employee only about $206,364 at 4% or $137,576 at 6%; with 50% employer match about $137,576 at 4% or $91,717 at 6%; with 100% employer match about $103,182 at 4% or $68,788 at 6%. |
| 2006 | 1 | 21 | $1,286,683 | $161,359 | $7,684iApproximate average salary by contribution assumption: employee only about $192,094 at 4% or $128,063 at 6%; with 50% employer match about $128,063 at 4% or $85,375 at 6%; with 100% employer match about $96,047 at 4% or $64,031 at 6%. |
| A D Morgan Corp Savings Plan | - | 21 | $1,286,683 | $161,359 | $7,684iApproximate average salary by contribution assumption: employee only about $192,094 at 4% or $128,063 at 6%; with 50% employer match about $128,063 at 4% or $85,375 at 6%; with 100% employer match about $96,047 at 4% or $64,031 at 6%. |
| 2005 | 1 | 21 | $1,109,260 | $150,241 | $7,154iApproximate average salary by contribution assumption: employee only about $178,858 at 4% or $119,239 at 6%; with 50% employer match about $119,239 at 4% or $79,493 at 6%; with 100% employer match about $89,429 at 4% or $59,619 at 6%. |
| A D Morgan Corp Savings Plan | - | 21 | $1,109,260 | $150,241 | $7,154iApproximate average salary by contribution assumption: employee only about $178,858 at 4% or $119,239 at 6%; with 50% employer match about $119,239 at 4% or $79,493 at 6%; with 100% employer match about $89,429 at 4% or $59,619 at 6%. |
| 2004 | 1 | 24 | $919,826 | $144,557 | $6,023iApproximate average salary by contribution assumption: employee only about $150,580 at 4% or $100,387 at 6%; with 50% employer match about $100,387 at 4% or $66,925 at 6%; with 100% employer match about $75,290 at 4% or $50,193 at 6%. |
| A D Morgan Corp Savings Plan | - | 24 | $919,826 | $144,557 | $6,023iApproximate average salary by contribution assumption: employee only about $150,580 at 4% or $100,387 at 6%; with 50% employer match about $100,387 at 4% or $66,925 at 6%; with 100% employer match about $75,290 at 4% or $50,193 at 6%. |
| 2003 | 1 | 26 | $742,015 | $133,867 | $5,149iApproximate average salary by contribution assumption: employee only about $128,718 at 4% or $85,812 at 6%; with 50% employer match about $85,812 at 4% or $57,208 at 6%; with 100% employer match about $64,359 at 4% or $42,906 at 6%. |
| A D Morgan Corp Savings Plan | - | 26 | $742,015 | $133,867 | $5,149iApproximate average salary by contribution assumption: employee only about $128,718 at 4% or $85,812 at 6%; with 50% employer match about $85,812 at 4% or $57,208 at 6%; with 100% employer match about $64,359 at 4% or $42,906 at 6%. |
| 2002 | 1 | 26 | $506,488 | $150,516 | $5,789iApproximate average salary by contribution assumption: employee only about $144,727 at 4% or $96,485 at 6%; with 50% employer match about $96,485 at 4% or $64,323 at 6%; with 100% employer match about $72,363 at 4% or $48,242 at 6%. |
| A D Morgan Corp Savings Plan | - | 26 | $506,488 | $150,516 | $5,789iApproximate average salary by contribution assumption: employee only about $144,727 at 4% or $96,485 at 6%; with 50% employer match about $96,485 at 4% or $64,323 at 6%; with 100% employer match about $72,363 at 4% or $48,242 at 6%. |
| 2001 | 1 | 35 | $0 | $0 | - |
| A D Morgan Corp Savings Plan | - | 35 | - | - | - |
| 2000 | 1 | 27 | $0 | $0 | - |
| A D Morgan Corp Savings Plan | - | 27 | - | - | - |