Morris Agency Inc.
Plan context: The Morris Agency. Inc., Psp
EIN 63-0836770 • Selma, AL • 27 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,457,027
2024 Contributions
$116,341
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 15 | $1,457,027 | $116,341 | $7,756iApproximate average salary by contribution assumption: employee only about $193,902 at 4% or $129,268 at 6%; with 50% employer match about $129,268 at 4% or $86,179 at 6%; with 100% employer match about $96,951 at 4% or $64,634 at 6%. |
| The Morris Agency. Inc., Psp | - | 15 | $1,457,027 | $116,341 | $7,756iApproximate average salary by contribution assumption: employee only about $193,902 at 4% or $129,268 at 6%; with 50% employer match about $129,268 at 4% or $86,179 at 6%; with 100% employer match about $96,951 at 4% or $64,634 at 6%. |
| 2023 | 1 | 19 | $1,279,156 | $146,675 | $7,720iApproximate average salary by contribution assumption: employee only about $192,993 at 4% or $128,662 at 6%; with 50% employer match about $128,662 at 4% or $85,775 at 6%; with 100% employer match about $96,497 at 4% or $64,331 at 6%. |
| The Morris Agency. Inc., Psp | - | 19 | $1,279,156 | $146,675 | $7,720iApproximate average salary by contribution assumption: employee only about $192,993 at 4% or $128,662 at 6%; with 50% employer match about $128,662 at 4% or $85,775 at 6%; with 100% employer match about $96,497 at 4% or $64,331 at 6%. |
| 2022 | 1 | 20 | $976,221 | $126,907 | $6,345iApproximate average salary by contribution assumption: employee only about $158,634 at 4% or $105,756 at 6%; with 50% employer match about $105,756 at 4% or $70,504 at 6%; with 100% employer match about $79,317 at 4% or $52,878 at 6%. |
| The Morris Agency. Inc., Psp | - | 20 | $976,221 | $126,907 | $6,345iApproximate average salary by contribution assumption: employee only about $158,634 at 4% or $105,756 at 6%; with 50% employer match about $105,756 at 4% or $70,504 at 6%; with 100% employer match about $79,317 at 4% or $52,878 at 6%. |
| 2021 | 1 | 19 | $1,035,871 | $124,117 | $6,532iApproximate average salary by contribution assumption: employee only about $163,312 at 4% or $108,875 at 6%; with 50% employer match about $108,875 at 4% or $72,583 at 6%; with 100% employer match about $81,656 at 4% or $54,437 at 6%. |
| The Morris Agency. Inc., Psp | - | 19 | $1,035,871 | $124,117 | $6,532iApproximate average salary by contribution assumption: employee only about $163,312 at 4% or $108,875 at 6%; with 50% employer match about $108,875 at 4% or $72,583 at 6%; with 100% employer match about $81,656 at 4% or $54,437 at 6%. |
| 2020 | 2 | 16 | $813,645 | $94,835 | $5,927iApproximate average salary by contribution assumption: employee only about $148,180 at 4% or $98,786 at 6%; with 50% employer match about $98,786 at 4% or $65,858 at 6%; with 100% employer match about $74,090 at 4% or $49,393 at 6%. |
| The Morris Agency. Inc., Psp | - | 16 | $817,481 | $94,835 | $5,927iApproximate average salary by contribution assumption: employee only about $148,180 at 4% or $98,786 at 6%; with 50% employer match about $98,786 at 4% or $65,858 at 6%; with 100% employer match about $74,090 at 4% or $49,393 at 6%. |
| PEAK INSURANCE, INC. HEALTH AND WELFARE BENEFIT PLAN | - | 0 | -$3,836 | - | - |
| 2019 | 2 | 12 | $619,919 | $132,806 | $11,067iApproximate average salary by contribution assumption: employee only about $276,679 at 4% or $184,453 at 6%; with 50% employer match about $184,453 at 4% or $122,969 at 6%; with 100% employer match about $138,340 at 4% or $92,226 at 6%. |
| The Morris Agency. Inc., Psp | - | 11 | $623,755 | $94,207 | $8,564iApproximate average salary by contribution assumption: employee only about $214,107 at 4% or $142,738 at 6%; with 50% employer match about $142,738 at 4% or $95,159 at 6%; with 100% employer match about $107,053 at 4% or $71,369 at 6%. |
| PEAK INSURANCE, INC. HEALTH AND WELFARE BENEFIT | - | 12 | -$3,836 | $38,599 | $3,217iApproximate average salary by contribution assumption: employee only about $80,415 at 4% or $53,610 at 6%; with 50% employer match about $53,610 at 4% or $35,740 at 6%; with 100% employer match about $40,207 at 4% or $26,805 at 6%. |
| 2018 | 1 | 12 | $450,077 | $71,009 | $5,917iApproximate average salary by contribution assumption: employee only about $147,935 at 4% or $98,624 at 6%; with 50% employer match about $98,624 at 4% or $65,749 at 6%; with 100% employer match about $73,968 at 4% or $49,312 at 6%. |
| The Morris Agency. Inc., Psp | - | 12 | $450,077 | $71,009 | $5,917iApproximate average salary by contribution assumption: employee only about $147,935 at 4% or $98,624 at 6%; with 50% employer match about $98,624 at 4% or $65,749 at 6%; with 100% employer match about $73,968 at 4% or $49,312 at 6%. |
| 2017 | 1 | 10 | $406,857 | $91,570 | $9,157iApproximate average salary by contribution assumption: employee only about $228,925 at 4% or $152,617 at 6%; with 50% employer match about $152,617 at 4% or $101,744 at 6%; with 100% employer match about $114,463 at 4% or $76,308 at 6%. |
| The Morris Agency. Inc., Psp | - | 10 | $406,857 | $91,570 | $9,157iApproximate average salary by contribution assumption: employee only about $228,925 at 4% or $152,617 at 6%; with 50% employer match about $152,617 at 4% or $101,744 at 6%; with 100% employer match about $114,463 at 4% or $76,308 at 6%. |
| 2016 | 1 | 11 | $309,265 | $64,416 | $5,856iApproximate average salary by contribution assumption: employee only about $146,400 at 4% or $97,600 at 6%; with 50% employer match about $97,600 at 4% or $65,067 at 6%; with 100% employer match about $73,200 at 4% or $48,800 at 6%. |
| The Morris Agency. Inc., Psp | - | 11 | $309,265 | $64,416 | $5,856iApproximate average salary by contribution assumption: employee only about $146,400 at 4% or $97,600 at 6%; with 50% employer match about $97,600 at 4% or $65,067 at 6%; with 100% employer match about $73,200 at 4% or $48,800 at 6%. |
| 2015 | 1 | 11 | $266,011 | $68,324 | $6,211iApproximate average salary by contribution assumption: employee only about $155,282 at 4% or $103,521 at 6%; with 50% employer match about $103,521 at 4% or $69,014 at 6%; with 100% employer match about $77,641 at 4% or $51,761 at 6%. |
| The Morris Agency. Inc., Psp | - | 11 | $266,011 | $68,324 | $6,211iApproximate average salary by contribution assumption: employee only about $155,282 at 4% or $103,521 at 6%; with 50% employer match about $103,521 at 4% or $69,014 at 6%; with 100% employer match about $77,641 at 4% or $51,761 at 6%. |
| 2014 | 1 | 11 | $202,710 | $49,392 | $4,490iApproximate average salary by contribution assumption: employee only about $112,255 at 4% or $74,836 at 6%; with 50% employer match about $74,836 at 4% or $49,891 at 6%; with 100% employer match about $56,127 at 4% or $37,418 at 6%. |
| The Morris Agency. Inc., Psp | - | 11 | $202,710 | $49,392 | $4,490iApproximate average salary by contribution assumption: employee only about $112,255 at 4% or $74,836 at 6%; with 50% employer match about $74,836 at 4% or $49,891 at 6%; with 100% employer match about $56,127 at 4% or $37,418 at 6%. |
| 2013 | 1 | 6 | $149,783 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| The Morris Agency. Inc., Psp | - | 6 | $149,783 | $20,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2012 | 1 | 8 | $109,366 | $0 | - |
| The Morris Agency. Inc., Psp | - | 8 | $109,366 | - | - |
| 2011 | 1 | 9 | $111,575 | $0 | - |
| The Morris Agency. Inc., Psp | - | 9 | $111,575 | - | - |
| 2010 | 1 | 9 | $128,038 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| The Morris Agency. Inc., Psp | - | 9 | $128,038 | $25,000 | $2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%. |
| 2009 | 1 | 11 | $157,008 | $7,500 | $682iApproximate average salary by contribution assumption: employee only about $17,045 at 4% or $11,364 at 6%; with 50% employer match about $11,364 at 4% or $7,576 at 6%; with 100% employer match about $8,523 at 4% or $5,682 at 6%. |
| The Morris Agency Inc., Psp | - | 11 | $157,008 | $7,500 | $682iApproximate average salary by contribution assumption: employee only about $17,045 at 4% or $11,364 at 6%; with 50% employer match about $11,364 at 4% or $7,576 at 6%; with 100% employer match about $8,523 at 4% or $5,682 at 6%. |
| 2008 | 1 | 11 | $119,761 | $8,000 | $727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,121 at 6%; with 50% employer match about $12,121 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%. |
| The Morris Agency Inc., Psp | - | 11 | $119,761 | $8,000 | $727iApproximate average salary by contribution assumption: employee only about $18,182 at 4% or $12,121 at 6%; with 50% employer match about $12,121 at 4% or $8,081 at 6%; with 100% employer match about $9,091 at 4% or $6,061 at 6%. |
| 2007 | 1 | 11 | $175,555 | $31,185 | $2,835iApproximate average salary by contribution assumption: employee only about $70,875 at 4% or $47,250 at 6%; with 50% employer match about $47,250 at 4% or $31,500 at 6%; with 100% employer match about $35,438 at 4% or $23,625 at 6%. |
| The Morris Agency Inc., Psp | - | 11 | $175,555 | $31,185 | $2,835iApproximate average salary by contribution assumption: employee only about $70,875 at 4% or $47,250 at 6%; with 50% employer match about $47,250 at 4% or $31,500 at 6%; with 100% employer match about $35,438 at 4% or $23,625 at 6%. |
| 2006 | 1 | 11 | $168,061 | $15,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| The Morris Agency Inc., Psp | - | 11 | $168,061 | $15,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| 2005 | 1 | 10 | $154,496 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| The Morris Agency Inc., Psp | - | 10 | $154,496 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| 2004 | 1 | 10 | $129,369 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| The Morris Agency Inc., Psp | - | 10 | $129,369 | $10,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2003 | 1 | 11 | $107,571 | $5,000 | $455iApproximate average salary by contribution assumption: employee only about $11,364 at 4% or $7,576 at 6%; with 50% employer match about $7,576 at 4% or $5,051 at 6%; with 100% employer match about $5,682 at 4% or $3,788 at 6%. |
| The Morris Agency Inc., Psp | - | 11 | $107,571 | $5,000 | $455iApproximate average salary by contribution assumption: employee only about $11,364 at 4% or $7,576 at 6%; with 50% employer match about $7,576 at 4% or $5,051 at 6%; with 100% employer match about $5,682 at 4% or $3,788 at 6%. |
| 2002 | 1 | 11 | $87,555 | $10,000 | $909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%. |
| The Morris Agency Inc., Psp | - | 11 | $87,555 | $10,000 | $909iApproximate average salary by contribution assumption: employee only about $22,727 at 4% or $15,152 at 6%; with 50% employer match about $15,152 at 4% or $10,101 at 6%; with 100% employer match about $11,364 at 4% or $7,576 at 6%. |
| 2001 | 1 | 10 | $0 | $0 | - |
| The Morris Agency. Inc., Psp | - | 10 | - | - | - |
| 2000 | 1 | 10 | $123,950 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| The Morris Agency. Inc., Psp | - | 10 | $123,950 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |