Civic Intelligence

Morrell, P.A.

Plan context: Morrell, P.A. 401(K) Plan

EIN 59-3625188 • Lakeland, FL • 16 filings • 5 plans

902 S Florida Ave Suite 205Lakeland, FL 33803-1183
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$649,774

2024 Contributions

$23,612

Historical Graphs

Total Assets Over Time

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

$753,650$376,825$0200820152023YearValue
$649,774Latest year 2023

Participants Over Time

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

840200820152023YearValue
1Latest year 2023

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
202410$0$0-
Morrell, P.A. 401(K) Plan-0$0$0-
202311$649,774$0-
Morrell, P.A. 401(K) Plan-1$649,774$0-
202214$744,984$23,612$5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%.
Morrell, P.A. 401(K) Plan-4$744,984$23,612$5,903iApproximate average salary by contribution assumption: employee only about $147,575 at 4% or $98,383 at 6%; with 50% employer match about $98,383 at 4% or $65,589 at 6%; with 100% employer match about $73,788 at 4% or $49,192 at 6%.
202114$532,718$28,667$7,167iApproximate average salary by contribution assumption: employee only about $179,169 at 4% or $119,446 at 6%; with 50% employer match about $119,446 at 4% or $79,631 at 6%; with 100% employer match about $89,584 at 4% or $59,723 at 6%.
Morrell, P.A. 401(K) Plan-4$532,718$28,667$7,167iApproximate average salary by contribution assumption: employee only about $179,169 at 4% or $119,446 at 6%; with 50% employer match about $119,446 at 4% or $79,631 at 6%; with 100% employer match about $89,584 at 4% or $59,723 at 6%.
202014$753,650$23,384$5,846iApproximate average salary by contribution assumption: employee only about $146,150 at 4% or $97,433 at 6%; with 50% employer match about $97,433 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%.
Morrell, P.A. 401(K) Plan-4$753,650$23,384$5,846iApproximate average salary by contribution assumption: employee only about $146,150 at 4% or $97,433 at 6%; with 50% employer match about $97,433 at 4% or $64,956 at 6%; with 100% employer match about $73,075 at 4% or $48,717 at 6%.
201914$638,525$13,327$3,332iApproximate average salary by contribution assumption: employee only about $83,294 at 4% or $55,529 at 6%; with 50% employer match about $55,529 at 4% or $37,019 at 6%; with 100% employer match about $41,647 at 4% or $27,765 at 6%.
Morrell, P.A. 401(K) Plan-4$638,525$13,327$3,332iApproximate average salary by contribution assumption: employee only about $83,294 at 4% or $55,529 at 6%; with 50% employer match about $55,529 at 4% or $37,019 at 6%; with 100% employer match about $41,647 at 4% or $27,765 at 6%.
201714$598,631$29,514$7,379iApproximate average salary by contribution assumption: employee only about $184,463 at 4% or $122,975 at 6%; with 50% employer match about $122,975 at 4% or $81,983 at 6%; with 100% employer match about $92,231 at 4% or $61,488 at 6%.
Morrell, P.A. 401(K) Plan-4$598,631$29,514$7,379iApproximate average salary by contribution assumption: employee only about $184,463 at 4% or $122,975 at 6%; with 50% employer match about $122,975 at 4% or $81,983 at 6%; with 100% employer match about $92,231 at 4% or $61,488 at 6%.
201614$506,192$30,237$7,559iApproximate average salary by contribution assumption: employee only about $188,981 at 4% or $125,988 at 6%; with 50% employer match about $125,988 at 4% or $83,992 at 6%; with 100% employer match about $94,491 at 4% or $62,994 at 6%.
Morrell, P.A. 401(K) Plan-4$506,192$30,237$7,559iApproximate average salary by contribution assumption: employee only about $188,981 at 4% or $125,988 at 6%; with 50% employer match about $125,988 at 4% or $83,992 at 6%; with 100% employer match about $94,491 at 4% or $62,994 at 6%.
201515$504,189$32,119$6,424iApproximate average salary by contribution assumption: employee only about $160,595 at 4% or $107,063 at 6%; with 50% employer match about $107,063 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
Morrell, P.A. 401(K) Plan-5$504,189$32,119$6,424iApproximate average salary by contribution assumption: employee only about $160,595 at 4% or $107,063 at 6%; with 50% employer match about $107,063 at 4% or $71,376 at 6%; with 100% employer match about $80,298 at 4% or $53,532 at 6%.
201415$481,515$27,876$5,575iApproximate average salary by contribution assumption: employee only about $139,380 at 4% or $92,920 at 6%; with 50% employer match about $92,920 at 4% or $61,947 at 6%; with 100% employer match about $69,690 at 4% or $46,460 at 6%.
Morrell, P.A. 401(K) Plan-5$481,515$27,876$5,575iApproximate average salary by contribution assumption: employee only about $139,380 at 4% or $92,920 at 6%; with 50% employer match about $92,920 at 4% or $61,947 at 6%; with 100% employer match about $69,690 at 4% or $46,460 at 6%.
201317$501,653$56,567$8,081iApproximate average salary by contribution assumption: employee only about $202,025 at 4% or $134,683 at 6%; with 50% employer match about $134,683 at 4% or $89,789 at 6%; with 100% employer match about $101,013 at 4% or $67,342 at 6%.
Morrell, P.A. 401(K) Plan-7$501,653$56,567$8,081iApproximate average salary by contribution assumption: employee only about $202,025 at 4% or $134,683 at 6%; with 50% employer match about $134,683 at 4% or $89,789 at 6%; with 100% employer match about $101,013 at 4% or $67,342 at 6%.
201217$367,423$41,212$5,887iApproximate average salary by contribution assumption: employee only about $147,186 at 4% or $98,124 at 6%; with 50% employer match about $98,124 at 4% or $65,416 at 6%; with 100% employer match about $73,593 at 4% or $49,062 at 6%.
Morrell, P.A. 401(K) Plan-7$367,423$41,212$5,887iApproximate average salary by contribution assumption: employee only about $147,186 at 4% or $98,124 at 6%; with 50% employer match about $98,124 at 4% or $65,416 at 6%; with 100% employer match about $73,593 at 4% or $49,062 at 6%.
201117$290,180$39,382$5,626iApproximate average salary by contribution assumption: employee only about $140,650 at 4% or $93,767 at 6%; with 50% employer match about $93,767 at 4% or $62,511 at 6%; with 100% employer match about $70,325 at 4% or $46,883 at 6%.
Morrell, P.A. 401(K) Plan-7$290,180$39,382$5,626iApproximate average salary by contribution assumption: employee only about $140,650 at 4% or $93,767 at 6%; with 50% employer match about $93,767 at 4% or $62,511 at 6%; with 100% employer match about $70,325 at 4% or $46,883 at 6%.
201017$264,609$43,897$6,271iApproximate average salary by contribution assumption: employee only about $156,775 at 4% or $104,517 at 6%; with 50% employer match about $104,517 at 4% or $69,678 at 6%; with 100% employer match about $78,388 at 4% or $52,258 at 6%.
Morrell, P.A. 401(K) Plan-7$264,609$43,897$6,271iApproximate average salary by contribution assumption: employee only about $156,775 at 4% or $104,517 at 6%; with 50% employer match about $104,517 at 4% or $69,678 at 6%; with 100% employer match about $78,388 at 4% or $52,258 at 6%.
200918$212,751$29,237$3,655iApproximate average salary by contribution assumption: employee only about $91,366 at 4% or $60,910 at 6%; with 50% employer match about $60,910 at 4% or $40,607 at 6%; with 100% employer match about $45,683 at 4% or $30,455 at 6%.
Morrell, P.A. 401(K) Plan-8$212,751$29,237$3,655iApproximate average salary by contribution assumption: employee only about $91,366 at 4% or $60,910 at 6%; with 50% employer match about $60,910 at 4% or $40,607 at 6%; with 100% employer match about $45,683 at 4% or $30,455 at 6%.
200817$136,996$45,376$6,482iApproximate average salary by contribution assumption: employee only about $162,057 at 4% or $108,038 at 6%; with 50% employer match about $108,038 at 4% or $72,025 at 6%; with 100% employer match about $81,029 at 4% or $54,019 at 6%.
Morrell, P.A. 401(K) Plan-7$136,996$45,376$6,482iApproximate average salary by contribution assumption: employee only about $162,057 at 4% or $108,038 at 6%; with 50% employer match about $108,038 at 4% or $72,025 at 6%; with 100% employer match about $81,029 at 4% or $54,019 at 6%.