Civic Intelligence

Morton Insurance Agency

Plan context: Morton Insurance Agency 401(K) Profit Sharing Plan

EIN 61-1097940 • Louisville, KY • 11 filings • 2 plans

4600 Outer LoopLouisville, KY 40219
Current Snapshot

Latest Year

2018

2018 Participants

9

2018 Assets

$111,700

2018 Contributions

$23,605

Historical Graphs

Total Assets Over Time

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

$111,700$55,850$0200520132017YearValue
$111,700Latest year 2017

Participants Over Time

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

1260200520132017YearValue
9Latest year 2017

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
201810$0$23,605-
Morton Insurance Agency 401(K) Profit Sharing Plan-0$0$23,605-
201719$111,700$23,460$2,607iApproximate average salary by contribution assumption: employee only about $65,167 at 4% or $43,444 at 6%; with 50% employer match about $43,444 at 4% or $28,963 at 6%; with 100% employer match about $32,583 at 4% or $21,722 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-9$111,700$23,460$2,607iApproximate average salary by contribution assumption: employee only about $65,167 at 4% or $43,444 at 6%; with 50% employer match about $43,444 at 4% or $28,963 at 6%; with 100% employer match about $32,583 at 4% or $21,722 at 6%.
201617$79,986$9,400$1,343iApproximate average salary by contribution assumption: employee only about $33,571 at 4% or $22,381 at 6%; with 50% employer match about $22,381 at 4% or $14,921 at 6%; with 100% employer match about $16,786 at 4% or $11,190 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-7$79,986$9,400$1,343iApproximate average salary by contribution assumption: employee only about $33,571 at 4% or $22,381 at 6%; with 50% employer match about $22,381 at 4% or $14,921 at 6%; with 100% employer match about $16,786 at 4% or $11,190 at 6%.
201518$71,037$12,051$1,506iApproximate average salary by contribution assumption: employee only about $37,659 at 4% or $25,106 at 6%; with 50% employer match about $25,106 at 4% or $16,738 at 6%; with 100% employer match about $18,830 at 4% or $12,553 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-8$71,037$12,051$1,506iApproximate average salary by contribution assumption: employee only about $37,659 at 4% or $25,106 at 6%; with 50% employer match about $25,106 at 4% or $16,738 at 6%; with 100% employer match about $18,830 at 4% or $12,553 at 6%.
201418$62,672$10,056$1,257iApproximate average salary by contribution assumption: employee only about $31,425 at 4% or $20,950 at 6%; with 50% employer match about $20,950 at 4% or $13,967 at 6%; with 100% employer match about $15,713 at 4% or $10,475 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-8$62,672$10,056$1,257iApproximate average salary by contribution assumption: employee only about $31,425 at 4% or $20,950 at 6%; with 50% employer match about $20,950 at 4% or $13,967 at 6%; with 100% employer match about $15,713 at 4% or $10,475 at 6%.
201318$49,340$8,695$1,087iApproximate average salary by contribution assumption: employee only about $27,172 at 4% or $18,115 at 6%; with 50% employer match about $18,115 at 4% or $12,076 at 6%; with 100% employer match about $13,586 at 4% or $9,057 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-8$49,340$8,695$1,087iApproximate average salary by contribution assumption: employee only about $27,172 at 4% or $18,115 at 6%; with 50% employer match about $18,115 at 4% or $12,076 at 6%; with 100% employer match about $13,586 at 4% or $9,057 at 6%.
2012112$53,948$20,521$1,710iApproximate average salary by contribution assumption: employee only about $42,752 at 4% or $28,501 at 6%; with 50% employer match about $28,501 at 4% or $19,001 at 6%; with 100% employer match about $21,376 at 4% or $14,251 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-12$53,948$20,521$1,710iApproximate average salary by contribution assumption: employee only about $42,752 at 4% or $28,501 at 6%; with 50% employer match about $28,501 at 4% or $19,001 at 6%; with 100% employer match about $21,376 at 4% or $14,251 at 6%.
2011111$29,205$6,438$585iApproximate average salary by contribution assumption: employee only about $14,632 at 4% or $9,755 at 6%; with 50% employer match about $9,755 at 4% or $6,503 at 6%; with 100% employer match about $7,316 at 4% or $4,877 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-11$29,205$6,438$585iApproximate average salary by contribution assumption: employee only about $14,632 at 4% or $9,755 at 6%; with 50% employer match about $9,755 at 4% or $6,503 at 6%; with 100% employer match about $7,316 at 4% or $4,877 at 6%.
201019$24,717$7,022$780iApproximate average salary by contribution assumption: employee only about $19,506 at 4% or $13,004 at 6%; with 50% employer match about $13,004 at 4% or $8,669 at 6%; with 100% employer match about $9,753 at 4% or $6,502 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-9$24,717$7,022$780iApproximate average salary by contribution assumption: employee only about $19,506 at 4% or $13,004 at 6%; with 50% employer match about $13,004 at 4% or $8,669 at 6%; with 100% employer match about $9,753 at 4% or $6,502 at 6%.
2009111$24,284$6,407$582iApproximate average salary by contribution assumption: employee only about $14,561 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-11$24,284$6,407$582iApproximate average salary by contribution assumption: employee only about $14,561 at 4% or $9,708 at 6%; with 50% employer match about $9,708 at 4% or $6,472 at 6%; with 100% employer match about $7,281 at 4% or $4,854 at 6%.
200519$4,053$4,179$464iApproximate average salary by contribution assumption: employee only about $11,608 at 4% or $7,739 at 6%; with 50% employer match about $7,739 at 4% or $5,159 at 6%; with 100% employer match about $5,804 at 4% or $3,869 at 6%.
Morton Insurance Agency 401(K) Profit Sharing Plan-9$4,053$4,179$464iApproximate average salary by contribution assumption: employee only about $11,608 at 4% or $7,739 at 6%; with 50% employer match about $7,739 at 4% or $5,159 at 6%; with 100% employer match about $5,804 at 4% or $3,869 at 6%.