Civic Intelligence

Morgan & Pottinger Psc

Plan context: Morgan & Pottinger, Psc 401K Profit Sharing Plan

EIN 61-1170199 • Louisville, KY • 36 filings • 6 plans

401 South 4th StreetSuite 1200Louisville, KY 40202
Current Snapshot

Latest Year

2025

2025 Participants

26

2025 Assets

$6,946,329

2025 Contributions

$298,081

Historical Graphs

Total Assets Over Time

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

$9,843,499$4,921,750$0199920122025YearValue
$6,946,329Latest year 2025

Participants Over Time

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

136680199920122025YearValue
26Latest year 2025

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
2025126$6,946,329$298,081$11,465iApproximate average salary by contribution assumption: employee only about $286,616 at 4% or $191,078 at 6%; with 50% employer match about $191,078 at 4% or $127,385 at 6%; with 100% employer match about $143,308 at 4% or $95,539 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-26$6,946,329$298,081$11,465iApproximate average salary by contribution assumption: employee only about $286,616 at 4% or $191,078 at 6%; with 50% employer match about $191,078 at 4% or $127,385 at 6%; with 100% employer match about $143,308 at 4% or $95,539 at 6%.
2024127$8,425,404$242,581$8,984iApproximate average salary by contribution assumption: employee only about $224,612 at 4% or $149,741 at 6%; with 50% employer match about $149,741 at 4% or $99,828 at 6%; with 100% employer match about $112,306 at 4% or $74,871 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-27$8,425,404$242,581$8,984iApproximate average salary by contribution assumption: employee only about $224,612 at 4% or $149,741 at 6%; with 50% employer match about $149,741 at 4% or $99,828 at 6%; with 100% employer match about $112,306 at 4% or $74,871 at 6%.
2023128$7,328,683$282,131$10,076iApproximate average salary by contribution assumption: employee only about $251,903 at 4% or $167,935 at 6%; with 50% employer match about $167,935 at 4% or $111,957 at 6%; with 100% employer match about $125,951 at 4% or $83,968 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-28$7,328,683$282,131$10,076iApproximate average salary by contribution assumption: employee only about $251,903 at 4% or $167,935 at 6%; with 50% employer match about $167,935 at 4% or $111,957 at 6%; with 100% employer match about $125,951 at 4% or $83,968 at 6%.
2022132$7,074,314$273,858$8,558iApproximate average salary by contribution assumption: employee only about $213,952 at 4% or $142,634 at 6%; with 50% employer match about $142,634 at 4% or $95,090 at 6%; with 100% employer match about $106,976 at 4% or $71,317 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-32$7,074,314$273,858$8,558iApproximate average salary by contribution assumption: employee only about $213,952 at 4% or $142,634 at 6%; with 50% employer match about $142,634 at 4% or $95,090 at 6%; with 100% employer match about $106,976 at 4% or $71,317 at 6%.
2021134$9,843,499$312,515$9,192iApproximate average salary by contribution assumption: employee only about $229,790 at 4% or $153,194 at 6%; with 50% employer match about $153,194 at 4% or $102,129 at 6%; with 100% employer match about $114,895 at 4% or $76,597 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-34$9,843,499$312,515$9,192iApproximate average salary by contribution assumption: employee only about $229,790 at 4% or $153,194 at 6%; with 50% employer match about $153,194 at 4% or $102,129 at 6%; with 100% employer match about $114,895 at 4% or $76,597 at 6%.
2020134$8,547,581$357,243$10,507iApproximate average salary by contribution assumption: employee only about $262,679 at 4% or $175,119 at 6%; with 50% employer match about $175,119 at 4% or $116,746 at 6%; with 100% employer match about $131,339 at 4% or $87,560 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-34$8,547,581$357,243$10,507iApproximate average salary by contribution assumption: employee only about $262,679 at 4% or $175,119 at 6%; with 50% employer match about $175,119 at 4% or $116,746 at 6%; with 100% employer match about $131,339 at 4% or $87,560 at 6%.
2019143$8,174,331$318,011$7,396iApproximate average salary by contribution assumption: employee only about $184,890 at 4% or $123,260 at 6%; with 50% employer match about $123,260 at 4% or $82,173 at 6%; with 100% employer match about $92,445 at 4% or $61,630 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-43$8,174,331$318,011$7,396iApproximate average salary by contribution assumption: employee only about $184,890 at 4% or $123,260 at 6%; with 50% employer match about $123,260 at 4% or $82,173 at 6%; with 100% employer match about $92,445 at 4% or $61,630 at 6%.
2018141$6,913,343$245,455$5,987iApproximate average salary by contribution assumption: employee only about $149,668 at 4% or $99,778 at 6%; with 50% employer match about $99,778 at 4% or $66,519 at 6%; with 100% employer match about $74,834 at 4% or $49,889 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-41$6,913,343$245,455$5,987iApproximate average salary by contribution assumption: employee only about $149,668 at 4% or $99,778 at 6%; with 50% employer match about $99,778 at 4% or $66,519 at 6%; with 100% employer match about $74,834 at 4% or $49,889 at 6%.
2017276$7,399,149$355,271$4,675iApproximate average salary by contribution assumption: employee only about $116,865 at 4% or $77,910 at 6%; with 50% employer match about $77,910 at 4% or $51,940 at 6%; with 100% employer match about $58,433 at 4% or $38,955 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-42$7,399,149$355,271$8,459iApproximate average salary by contribution assumption: employee only about $211,471 at 4% or $140,981 at 6%; with 50% employer match about $140,981 at 4% or $93,987 at 6%; with 100% employer match about $105,735 at 4% or $70,490 at 6%.
M and P Health and Welfare Plan-76---
20162120$6,306,499$345,573$2,880iApproximate average salary by contribution assumption: employee only about $71,994 at 4% or $47,996 at 6%; with 50% employer match about $47,996 at 4% or $31,998 at 6%; with 100% employer match about $35,997 at 4% or $23,998 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-44$6,306,499$345,573$7,854iApproximate average salary by contribution assumption: employee only about $196,348 at 4% or $130,899 at 6%; with 50% employer match about $130,899 at 4% or $87,266 at 6%; with 100% employer match about $98,174 at 4% or $65,449 at 6%.
M and P Health and Welfare Plan-120---
20152126$5,866,373$374,185$2,970iApproximate average salary by contribution assumption: employee only about $74,243 at 4% or $49,495 at 6%; with 50% employer match about $49,495 at 4% or $32,997 at 6%; with 100% employer match about $37,122 at 4% or $24,748 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-45$5,866,373$374,185$8,315iApproximate average salary by contribution assumption: employee only about $207,881 at 4% or $138,587 at 6%; with 50% employer match about $138,587 at 4% or $92,391 at 6%; with 100% employer match about $103,940 at 4% or $69,294 at 6%.
M and P Health and Welfare Plan-126---
20142136$6,270,228$611,293$4,495iApproximate average salary by contribution assumption: employee only about $112,370 at 4% or $74,913 at 6%; with 50% employer match about $74,913 at 4% or $49,942 at 6%; with 100% employer match about $56,185 at 4% or $37,457 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-48$6,270,228$611,293$12,735iApproximate average salary by contribution assumption: employee only about $318,382 at 4% or $212,255 at 6%; with 50% employer match about $212,255 at 4% or $141,503 at 6%; with 100% employer match about $159,191 at 4% or $106,127 at 6%.
M and P Health and Welfare Plan-136---
20132109$6,165,494$436,029$4,000iApproximate average salary by contribution assumption: employee only about $100,007 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,336 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-51$6,165,494$436,029$8,550iApproximate average salary by contribution assumption: employee only about $213,740 at 4% or $142,493 at 6%; with 50% employer match about $142,493 at 4% or $94,995 at 6%; with 100% employer match about $106,870 at 4% or $71,247 at 6%.
M and P Health and Welfare Plan-109---
20122107$5,000,131$436,863$4,083iApproximate average salary by contribution assumption: employee only about $102,071 at 4% or $68,047 at 6%; with 50% employer match about $68,047 at 4% or $45,365 at 6%; with 100% employer match about $51,035 at 4% or $34,024 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-54$5,000,131$436,863$8,090iApproximate average salary by contribution assumption: employee only about $202,251 at 4% or $134,834 at 6%; with 50% employer match about $134,834 at 4% or $89,890 at 6%; with 100% employer match about $101,126 at 4% or $67,417 at 6%.
M and P Health and Welfare Plan-107---
20112118$4,284,268$426,371$3,613iApproximate average salary by contribution assumption: employee only about $90,333 at 4% or $60,222 at 6%; with 50% employer match about $60,222 at 4% or $40,148 at 6%; with 100% employer match about $45,166 at 4% or $30,111 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-53$4,284,268$426,371$8,045iApproximate average salary by contribution assumption: employee only about $201,118 at 4% or $134,079 at 6%; with 50% employer match about $134,079 at 4% or $89,386 at 6%; with 100% employer match about $100,559 at 4% or $67,039 at 6%.
M and P Health and Welfare Plan-118---
2010287$6,294,611$700,255$8,049iApproximate average salary by contribution assumption: employee only about $201,223 at 4% or $134,148 at 6%; with 50% employer match about $134,148 at 4% or $89,432 at 6%; with 100% employer match about $100,611 at 4% or $67,074 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-52$4,018,529$400,861$7,709iApproximate average salary by contribution assumption: employee only about $192,722 at 4% or $128,481 at 6%; with 50% employer match about $128,481 at 4% or $85,654 at 6%; with 100% employer match about $96,361 at 4% or $64,241 at 6%.
M & P COLLECTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN-87$2,276,082$299,394$3,441iApproximate average salary by contribution assumption: employee only about $86,033 at 4% or $57,355 at 6%; with 50% employer match about $57,355 at 4% or $38,237 at 6%; with 100% employer match about $43,016 at 4% or $28,678 at 6%.
2009296$6,203,194$1,116,626$11,632iApproximate average salary by contribution assumption: employee only about $290,788 at 4% or $193,859 at 6%; with 50% employer match about $193,859 at 4% or $129,239 at 6%; with 100% employer match about $145,394 at 4% or $96,929 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-96$3,993,296$469,728$4,893iApproximate average salary by contribution assumption: employee only about $122,325 at 4% or $81,550 at 6%; with 50% employer match about $81,550 at 4% or $54,367 at 6%; with 100% employer match about $61,163 at 4% or $40,775 at 6%.
M & P COLLECTIONS INC EMPLOYEE STOCK OWNERSHIP PLAN-87$2,209,898$646,898$7,436iApproximate average salary by contribution assumption: employee only about $185,890 at 4% or $123,927 at 6%; with 50% employer match about $123,927 at 4% or $82,618 at 6%; with 100% employer match about $92,945 at 4% or $61,963 at 6%.
2008178$3,085,767$446,479$5,724iApproximate average salary by contribution assumption: employee only about $143,102 at 4% or $95,401 at 6%; with 50% employer match about $95,401 at 4% or $63,601 at 6%; with 100% employer match about $71,551 at 4% or $47,701 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-78$3,085,767$446,479$5,724iApproximate average salary by contribution assumption: employee only about $143,102 at 4% or $95,401 at 6%; with 50% employer match about $95,401 at 4% or $63,601 at 6%; with 100% employer match about $71,551 at 4% or $47,701 at 6%.
2007179$4,480,352$441,344$5,587iApproximate average salary by contribution assumption: employee only about $139,666 at 4% or $93,111 at 6%; with 50% employer match about $93,111 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,555 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-79$4,480,352$441,344$5,587iApproximate average salary by contribution assumption: employee only about $139,666 at 4% or $93,111 at 6%; with 50% employer match about $93,111 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,555 at 6%.
2006173$3,885,883$444,514$6,089iApproximate average salary by contribution assumption: employee only about $152,231 at 4% or $101,487 at 6%; with 50% employer match about $101,487 at 4% or $67,658 at 6%; with 100% employer match about $76,115 at 4% or $50,744 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-73$3,885,883$444,514$6,089iApproximate average salary by contribution assumption: employee only about $152,231 at 4% or $101,487 at 6%; with 50% employer match about $101,487 at 4% or $67,658 at 6%; with 100% employer match about $76,115 at 4% or $50,744 at 6%.
2005163$3,147,900$395,621$6,280iApproximate average salary by contribution assumption: employee only about $156,992 at 4% or $104,662 at 6%; with 50% employer match about $104,662 at 4% or $69,774 at 6%; with 100% employer match about $78,496 at 4% or $52,331 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-63$3,147,900$395,621$6,280iApproximate average salary by contribution assumption: employee only about $156,992 at 4% or $104,662 at 6%; with 50% employer match about $104,662 at 4% or $69,774 at 6%; with 100% employer match about $78,496 at 4% or $52,331 at 6%.
2004153$2,559,368$387,279$7,307iApproximate average salary by contribution assumption: employee only about $182,679 at 4% or $121,786 at 6%; with 50% employer match about $121,786 at 4% or $81,191 at 6%; with 100% employer match about $91,339 at 4% or $60,893 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-53$2,559,368$387,279$7,307iApproximate average salary by contribution assumption: employee only about $182,679 at 4% or $121,786 at 6%; with 50% employer match about $121,786 at 4% or $81,191 at 6%; with 100% employer match about $91,339 at 4% or $60,893 at 6%.
2003157$1,925,795$362,245$6,355iApproximate average salary by contribution assumption: employee only about $158,879 at 4% or $105,920 at 6%; with 50% employer match about $105,920 at 4% or $70,613 at 6%; with 100% employer match about $79,440 at 4% or $52,960 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-57$1,925,795$362,245$6,355iApproximate average salary by contribution assumption: employee only about $158,879 at 4% or $105,920 at 6%; with 50% employer match about $105,920 at 4% or $70,613 at 6%; with 100% employer match about $79,440 at 4% or $52,960 at 6%.
2002158$1,352,366$305,964$5,275iApproximate average salary by contribution assumption: employee only about $131,881 at 4% or $87,921 at 6%; with 50% employer match about $87,921 at 4% or $58,614 at 6%; with 100% employer match about $65,941 at 4% or $43,960 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-58$1,352,366$305,964$5,275iApproximate average salary by contribution assumption: employee only about $131,881 at 4% or $87,921 at 6%; with 50% employer match about $87,921 at 4% or $58,614 at 6%; with 100% employer match about $65,941 at 4% or $43,960 at 6%.
2001152$1,297,545$304,552$5,857iApproximate average salary by contribution assumption: employee only about $146,419 at 4% or $97,613 at 6%; with 50% employer match about $97,613 at 4% or $65,075 at 6%; with 100% employer match about $73,210 at 4% or $48,806 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-52$1,297,545$304,552$5,857iApproximate average salary by contribution assumption: employee only about $146,419 at 4% or $97,613 at 6%; with 50% employer match about $97,613 at 4% or $65,075 at 6%; with 100% employer match about $73,210 at 4% or $48,806 at 6%.
2000153$1,116,704$278,875$5,262iApproximate average salary by contribution assumption: employee only about $131,545 at 4% or $87,697 at 6%; with 50% employer match about $87,697 at 4% or $58,464 at 6%; with 100% employer match about $65,772 at 4% or $43,848 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-53$1,116,704$278,875$5,262iApproximate average salary by contribution assumption: employee only about $131,545 at 4% or $87,697 at 6%; with 50% employer match about $87,697 at 4% or $58,464 at 6%; with 100% employer match about $65,772 at 4% or $43,848 at 6%.
1999151$922,040$188,376$3,694iApproximate average salary by contribution assumption: employee only about $92,341 at 4% or $61,561 at 6%; with 50% employer match about $61,561 at 4% or $41,041 at 6%; with 100% employer match about $46,171 at 4% or $30,780 at 6%.
Morgan & Pottinger, Psc 401K Profit Sharing Plan-51$922,040$188,376$3,694iApproximate average salary by contribution assumption: employee only about $92,341 at 4% or $61,561 at 6%; with 50% employer match about $61,561 at 4% or $41,041 at 6%; with 100% employer match about $46,171 at 4% or $30,780 at 6%.