Civic Intelligence

Morton Management LLC

Plan context: Morton Management LLC 401(K) Profit Sharing Plan

EIN 61-1426958 • Huntington Beach, CA • 24 filings • 2 plans

8941 Atlanta Avenue, Suite 504Huntington Beach, CA 92646
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$6,180,527

2025 Contributions

$110,200

Historical Graphs

Total Assets Over Time

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

$6,180,527$3,090,264$0200220142025YearValue
$6,180,527Latest year 2025

Participants Over Time

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

210200220142025YearValue
2Latest 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
202512$6,180,527$110,200$55,100iApproximate average salary by contribution assumption: employee only about $1,377,500 at 4% or $918,333 at 6%; with 50% employer match about $918,333 at 4% or $612,222 at 6%; with 100% employer match about $688,750 at 4% or $459,167 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$6,180,527$110,200$55,100iApproximate average salary by contribution assumption: employee only about $1,377,500 at 4% or $918,333 at 6%; with 50% employer match about $918,333 at 4% or $612,222 at 6%; with 100% employer match about $688,750 at 4% or $459,167 at 6%.
202412$5,309,725$126,750$63,375iApproximate average salary by contribution assumption: employee only about $1,584,375 at 4% or $1,056,250 at 6%; with 50% employer match about $1,056,250 at 4% or $704,167 at 6%; with 100% employer match about $792,188 at 4% or $528,125 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$5,309,725$126,750$63,375iApproximate average salary by contribution assumption: employee only about $1,584,375 at 4% or $1,056,250 at 6%; with 50% employer match about $1,056,250 at 4% or $704,167 at 6%; with 100% employer match about $792,188 at 4% or $528,125 at 6%.
202312$4,229,214$122,250$61,125iApproximate average salary by contribution assumption: employee only about $1,528,125 at 4% or $1,018,750 at 6%; with 50% employer match about $1,018,750 at 4% or $679,167 at 6%; with 100% employer match about $764,063 at 4% or $509,375 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$4,229,214$122,250$61,125iApproximate average salary by contribution assumption: employee only about $1,528,125 at 4% or $1,018,750 at 6%; with 50% employer match about $1,018,750 at 4% or $679,167 at 6%; with 100% employer match about $764,063 at 4% or $509,375 at 6%.
202212$3,316,343$114,600$57,300iApproximate average salary by contribution assumption: employee only about $1,432,500 at 4% or $955,000 at 6%; with 50% employer match about $955,000 at 4% or $636,667 at 6%; with 100% employer match about $716,250 at 4% or $477,500 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$3,316,343$114,600$57,300iApproximate average salary by contribution assumption: employee only about $1,432,500 at 4% or $955,000 at 6%; with 50% employer match about $955,000 at 4% or $636,667 at 6%; with 100% employer match about $716,250 at 4% or $477,500 at 6%.
202112$4,102,349$104,300$52,150iApproximate average salary by contribution assumption: employee only about $1,303,750 at 4% or $869,167 at 6%; with 50% employer match about $869,167 at 4% or $579,444 at 6%; with 100% employer match about $651,875 at 4% or $434,583 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$4,102,349$104,300$52,150iApproximate average salary by contribution assumption: employee only about $1,303,750 at 4% or $869,167 at 6%; with 50% employer match about $869,167 at 4% or $579,444 at 6%; with 100% employer match about $651,875 at 4% or $434,583 at 6%.
202012$3,548,532$102,700$51,350iApproximate average salary by contribution assumption: employee only about $1,283,750 at 4% or $855,833 at 6%; with 50% employer match about $855,833 at 4% or $570,556 at 6%; with 100% employer match about $641,875 at 4% or $427,917 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$3,548,532$102,700$51,350iApproximate average salary by contribution assumption: employee only about $1,283,750 at 4% or $855,833 at 6%; with 50% employer match about $855,833 at 4% or $570,556 at 6%; with 100% employer match about $641,875 at 4% or $427,917 at 6%.
201912$2,764,237$100,375$50,188iApproximate average salary by contribution assumption: employee only about $1,254,688 at 4% or $836,458 at 6%; with 50% employer match about $836,458 at 4% or $557,639 at 6%; with 100% employer match about $627,344 at 4% or $418,229 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$2,764,237$100,375$50,188iApproximate average salary by contribution assumption: employee only about $1,254,688 at 4% or $836,458 at 6%; with 50% employer match about $836,458 at 4% or $557,639 at 6%; with 100% employer match about $627,344 at 4% or $418,229 at 6%.
201812$2,162,812$98,700$49,350iApproximate average salary by contribution assumption: employee only about $1,233,750 at 4% or $822,500 at 6%; with 50% employer match about $822,500 at 4% or $548,333 at 6%; with 100% employer match about $616,875 at 4% or $411,250 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$2,162,812$98,700$49,350iApproximate average salary by contribution assumption: employee only about $1,233,750 at 4% or $822,500 at 6%; with 50% employer match about $822,500 at 4% or $548,333 at 6%; with 100% employer match about $616,875 at 4% or $411,250 at 6%.
201712$2,226,391$96,800$48,400iApproximate average salary by contribution assumption: employee only about $1,210,000 at 4% or $806,667 at 6%; with 50% employer match about $806,667 at 4% or $537,778 at 6%; with 100% employer match about $605,000 at 4% or $403,333 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$2,226,391$96,800$48,400iApproximate average salary by contribution assumption: employee only about $1,210,000 at 4% or $806,667 at 6%; with 50% employer match about $806,667 at 4% or $537,778 at 6%; with 100% employer match about $605,000 at 4% or $403,333 at 6%.
201612$1,776,565$95,050$47,525iApproximate average salary by contribution assumption: employee only about $1,188,125 at 4% or $792,083 at 6%; with 50% employer match about $792,083 at 4% or $528,056 at 6%; with 100% employer match about $594,063 at 4% or $396,042 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$1,776,565$95,050$47,525iApproximate average salary by contribution assumption: employee only about $1,188,125 at 4% or $792,083 at 6%; with 50% employer match about $792,083 at 4% or $528,056 at 6%; with 100% employer match about $594,063 at 4% or $396,042 at 6%.
201512$1,557,143$94,100$47,050iApproximate average salary by contribution assumption: employee only about $1,176,250 at 4% or $784,167 at 6%; with 50% employer match about $784,167 at 4% or $522,778 at 6%; with 100% employer match about $588,125 at 4% or $392,083 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$1,557,143$94,100$47,050iApproximate average salary by contribution assumption: employee only about $1,176,250 at 4% or $784,167 at 6%; with 50% employer match about $784,167 at 4% or $522,778 at 6%; with 100% employer match about $588,125 at 4% or $392,083 at 6%.
201412$1,442,454$91,310$45,655iApproximate average salary by contribution assumption: employee only about $1,141,375 at 4% or $760,917 at 6%; with 50% employer match about $760,917 at 4% or $507,278 at 6%; with 100% employer match about $570,688 at 4% or $380,458 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$1,442,454$91,310$45,655iApproximate average salary by contribution assumption: employee only about $1,141,375 at 4% or $760,917 at 6%; with 50% employer match about $760,917 at 4% or $507,278 at 6%; with 100% employer match about $570,688 at 4% or $380,458 at 6%.
201312$1,248,122$89,650$44,825iApproximate average salary by contribution assumption: employee only about $1,120,625 at 4% or $747,083 at 6%; with 50% employer match about $747,083 at 4% or $498,056 at 6%; with 100% employer match about $560,313 at 4% or $373,542 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$1,248,122$89,650$44,825iApproximate average salary by contribution assumption: employee only about $1,120,625 at 4% or $747,083 at 6%; with 50% employer match about $747,083 at 4% or $498,056 at 6%; with 100% employer match about $560,313 at 4% or $373,542 at 6%.
201212$957,513$85,950$42,975iApproximate average salary by contribution assumption: employee only about $1,074,375 at 4% or $716,250 at 6%; with 50% employer match about $716,250 at 4% or $477,500 at 6%; with 100% employer match about $537,188 at 4% or $358,125 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$957,513$85,950$42,975iApproximate average salary by contribution assumption: employee only about $1,074,375 at 4% or $716,250 at 6%; with 50% employer match about $716,250 at 4% or $477,500 at 6%; with 100% employer match about $537,188 at 4% or $358,125 at 6%.
201112$766,128$83,625$41,813iApproximate average salary by contribution assumption: employee only about $1,045,313 at 4% or $696,875 at 6%; with 50% employer match about $696,875 at 4% or $464,583 at 6%; with 100% employer match about $522,656 at 4% or $348,438 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$766,128$83,625$41,813iApproximate average salary by contribution assumption: employee only about $1,045,313 at 4% or $696,875 at 6%; with 50% employer match about $696,875 at 4% or $464,583 at 6%; with 100% employer match about $522,656 at 4% or $348,438 at 6%.
201012$693,424$82,550$41,275iApproximate average salary by contribution assumption: employee only about $1,031,875 at 4% or $687,917 at 6%; with 50% employer match about $687,917 at 4% or $458,611 at 6%; with 100% employer match about $515,938 at 4% or $343,958 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$693,424$82,550$41,275iApproximate average salary by contribution assumption: employee only about $1,031,875 at 4% or $687,917 at 6%; with 50% employer match about $687,917 at 4% or $458,611 at 6%; with 100% employer match about $515,938 at 4% or $343,958 at 6%.
200912$520,528$81,625$40,813iApproximate average salary by contribution assumption: employee only about $1,020,313 at 4% or $680,208 at 6%; with 50% employer match about $680,208 at 4% or $453,472 at 6%; with 100% employer match about $510,156 at 4% or $340,104 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$520,528$81,625$40,813iApproximate average salary by contribution assumption: employee only about $1,020,313 at 4% or $680,208 at 6%; with 50% employer match about $680,208 at 4% or $453,472 at 6%; with 100% employer match about $510,156 at 4% or $340,104 at 6%.
200812$328,238$79,550$39,775iApproximate average salary by contribution assumption: employee only about $994,375 at 4% or $662,917 at 6%; with 50% employer match about $662,917 at 4% or $441,944 at 6%; with 100% employer match about $497,188 at 4% or $331,458 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$328,238$79,550$39,775iApproximate average salary by contribution assumption: employee only about $994,375 at 4% or $662,917 at 6%; with 50% employer match about $662,917 at 4% or $441,944 at 6%; with 100% employer match about $497,188 at 4% or $331,458 at 6%.
200712$401,167$77,950$38,975iApproximate average salary by contribution assumption: employee only about $974,375 at 4% or $649,583 at 6%; with 50% employer match about $649,583 at 4% or $433,056 at 6%; with 100% employer match about $487,188 at 4% or $324,792 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$401,167$77,950$38,975iApproximate average salary by contribution assumption: employee only about $974,375 at 4% or $649,583 at 6%; with 50% employer match about $649,583 at 4% or $433,056 at 6%; with 100% employer match about $487,188 at 4% or $324,792 at 6%.
200612$304,200$75,040$37,520iApproximate average salary by contribution assumption: employee only about $938,000 at 4% or $625,333 at 6%; with 50% employer match about $625,333 at 4% or $416,889 at 6%; with 100% employer match about $469,000 at 4% or $312,667 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$304,200$75,040$37,520iApproximate average salary by contribution assumption: employee only about $938,000 at 4% or $625,333 at 6%; with 50% employer match about $625,333 at 4% or $416,889 at 6%; with 100% employer match about $469,000 at 4% or $312,667 at 6%.
200512$201,614$70,250$35,125iApproximate average salary by contribution assumption: employee only about $878,125 at 4% or $585,417 at 6%; with 50% employer match about $585,417 at 4% or $390,278 at 6%; with 100% employer match about $439,063 at 4% or $292,708 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$201,614$70,250$35,125iApproximate average salary by contribution assumption: employee only about $878,125 at 4% or $585,417 at 6%; with 50% employer match about $585,417 at 4% or $390,278 at 6%; with 100% employer match about $439,063 at 4% or $292,708 at 6%.
200412$111,151$63,100$31,550iApproximate average salary by contribution assumption: employee only about $788,750 at 4% or $525,833 at 6%; with 50% employer match about $525,833 at 4% or $350,556 at 6%; with 100% employer match about $394,375 at 4% or $262,917 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$111,151$63,100$31,550iApproximate average salary by contribution assumption: employee only about $788,750 at 4% or $525,833 at 6%; with 50% employer match about $525,833 at 4% or $350,556 at 6%; with 100% employer match about $394,375 at 4% or $262,917 at 6%.
200311$68,448$47,016$47,016iApproximate average salary by contribution assumption: employee only about $1,175,400 at 4% or $783,600 at 6%; with 50% employer match about $783,600 at 4% or $522,400 at 6%; with 100% employer match about $587,700 at 4% or $391,800 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-1$68,448$47,016$47,016iApproximate average salary by contribution assumption: employee only about $1,175,400 at 4% or $783,600 at 6%; with 50% employer match about $783,600 at 4% or $522,400 at 6%; with 100% employer match about $587,700 at 4% or $391,800 at 6%.
200212$11,500$11,500$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
Morton Management LLC 401(K) Profit Sharing Plan-2$11,500$11,500$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.