Civic Intelligence

Morris-Depew Associates Inc.

Plan context: Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust

EIN 65-0143521 • Fort Myers, FL • 17 filings • 3 plans

2914 Cleveland AvenueFort Myers, FL 33901
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$2,607,126

2024 Contributions

$223,409

Historical Graphs

Total Assets Over Time

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

$2,607,126$1,303,563$0200820162024YearValue
$2,607,126Latest year 2024

Participants Over Time

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

27140200820162024YearValue
27Latest year 2024

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
2024127$2,607,126$223,409$8,274iApproximate average salary by contribution assumption: employee only about $206,860 at 4% or $137,907 at 6%; with 50% employer match about $137,907 at 4% or $91,938 at 6%; with 100% employer match about $103,430 at 4% or $68,953 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-27$2,607,126$223,409$8,274iApproximate average salary by contribution assumption: employee only about $206,860 at 4% or $137,907 at 6%; with 50% employer match about $137,907 at 4% or $91,938 at 6%; with 100% employer match about $103,430 at 4% or $68,953 at 6%.
2023127$2,061,353$216,176$8,007iApproximate average salary by contribution assumption: employee only about $200,163 at 4% or $133,442 at 6%; with 50% employer match about $133,442 at 4% or $88,961 at 6%; with 100% employer match about $100,081 at 4% or $66,721 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-27$2,061,353$216,176$8,007iApproximate average salary by contribution assumption: employee only about $200,163 at 4% or $133,442 at 6%; with 50% employer match about $133,442 at 4% or $88,961 at 6%; with 100% employer match about $100,081 at 4% or $66,721 at 6%.
2022127$1,537,122$243,397$9,015iApproximate average salary by contribution assumption: employee only about $225,368 at 4% or $150,245 at 6%; with 50% employer match about $150,245 at 4% or $100,163 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-27$1,537,122$243,397$9,015iApproximate average salary by contribution assumption: employee only about $225,368 at 4% or $150,245 at 6%; with 50% employer match about $150,245 at 4% or $100,163 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%.
2021124$1,696,646$163,207$6,800iApproximate average salary by contribution assumption: employee only about $170,007 at 4% or $113,338 at 6%; with 50% employer match about $113,338 at 4% or $75,559 at 6%; with 100% employer match about $85,004 at 4% or $56,669 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-24$1,696,646$163,207$6,800iApproximate average salary by contribution assumption: employee only about $170,007 at 4% or $113,338 at 6%; with 50% employer match about $113,338 at 4% or $75,559 at 6%; with 100% employer match about $85,004 at 4% or $56,669 at 6%.
2020123$1,424,119$153,463$6,672iApproximate average salary by contribution assumption: employee only about $166,808 at 4% or $111,205 at 6%; with 50% employer match about $111,205 at 4% or $74,137 at 6%; with 100% employer match about $83,404 at 4% or $55,603 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-23$1,424,119$153,463$6,672iApproximate average salary by contribution assumption: employee only about $166,808 at 4% or $111,205 at 6%; with 50% employer match about $111,205 at 4% or $74,137 at 6%; with 100% employer match about $83,404 at 4% or $55,603 at 6%.
2019125$1,265,322$180,243$7,210iApproximate average salary by contribution assumption: employee only about $180,243 at 4% or $120,162 at 6%; with 50% employer match about $120,162 at 4% or $80,108 at 6%; with 100% employer match about $90,122 at 4% or $60,081 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-25$1,265,322$180,243$7,210iApproximate average salary by contribution assumption: employee only about $180,243 at 4% or $120,162 at 6%; with 50% employer match about $120,162 at 4% or $80,108 at 6%; with 100% employer match about $90,122 at 4% or $60,081 at 6%.
2018122$864,829$141,153$6,416iApproximate average salary by contribution assumption: employee only about $160,401 at 4% or $106,934 at 6%; with 50% employer match about $106,934 at 4% or $71,289 at 6%; with 100% employer match about $80,201 at 4% or $53,467 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-22$864,829$141,153$6,416iApproximate average salary by contribution assumption: employee only about $160,401 at 4% or $106,934 at 6%; with 50% employer match about $106,934 at 4% or $71,289 at 6%; with 100% employer match about $80,201 at 4% or $53,467 at 6%.
2017120$821,965$156,313$7,816iApproximate average salary by contribution assumption: employee only about $195,391 at 4% or $130,261 at 6%; with 50% employer match about $130,261 at 4% or $86,841 at 6%; with 100% employer match about $97,696 at 4% or $65,130 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-20$821,965$156,313$7,816iApproximate average salary by contribution assumption: employee only about $195,391 at 4% or $130,261 at 6%; with 50% employer match about $130,261 at 4% or $86,841 at 6%; with 100% employer match about $97,696 at 4% or $65,130 at 6%.
2016116$749,899$127,098$7,944iApproximate average salary by contribution assumption: employee only about $198,591 at 4% or $132,394 at 6%; with 50% employer match about $132,394 at 4% or $88,263 at 6%; with 100% employer match about $99,295 at 4% or $66,197 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-16$749,899$127,098$7,944iApproximate average salary by contribution assumption: employee only about $198,591 at 4% or $132,394 at 6%; with 50% employer match about $132,394 at 4% or $88,263 at 6%; with 100% employer match about $99,295 at 4% or $66,197 at 6%.
2015114$598,370$98,177$7,013iApproximate average salary by contribution assumption: employee only about $175,316 at 4% or $116,877 at 6%; with 50% employer match about $116,877 at 4% or $77,918 at 6%; with 100% employer match about $87,658 at 4% or $58,439 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-14$598,370$98,177$7,013iApproximate average salary by contribution assumption: employee only about $175,316 at 4% or $116,877 at 6%; with 50% employer match about $116,877 at 4% or $77,918 at 6%; with 100% employer match about $87,658 at 4% or $58,439 at 6%.
2014114$547,913$83,603$5,972iApproximate average salary by contribution assumption: employee only about $149,291 at 4% or $99,527 at 6%; with 50% employer match about $99,527 at 4% or $66,352 at 6%; with 100% employer match about $74,646 at 4% or $49,764 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-14$547,913$83,603$5,972iApproximate average salary by contribution assumption: employee only about $149,291 at 4% or $99,527 at 6%; with 50% employer match about $99,527 at 4% or $66,352 at 6%; with 100% employer match about $74,646 at 4% or $49,764 at 6%.
2013115$430,927$47,438$3,163iApproximate average salary by contribution assumption: employee only about $79,063 at 4% or $52,709 at 6%; with 50% employer match about $52,709 at 4% or $35,139 at 6%; with 100% employer match about $39,532 at 4% or $26,354 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-15$430,927$47,438$3,163iApproximate average salary by contribution assumption: employee only about $79,063 at 4% or $52,709 at 6%; with 50% employer match about $52,709 at 4% or $35,139 at 6%; with 100% employer match about $39,532 at 4% or $26,354 at 6%.
2012117$343,544$10,988$646iApproximate average salary by contribution assumption: employee only about $16,159 at 4% or $10,773 at 6%; with 50% employer match about $10,773 at 4% or $7,182 at 6%; with 100% employer match about $8,079 at 4% or $5,386 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-17$343,544$10,988$646iApproximate average salary by contribution assumption: employee only about $16,159 at 4% or $10,773 at 6%; with 50% employer match about $10,773 at 4% or $7,182 at 6%; with 100% employer match about $8,079 at 4% or $5,386 at 6%.
2011119$380,550$14,001$737iApproximate average salary by contribution assumption: employee only about $18,422 at 4% or $12,282 at 6%; with 50% employer match about $12,282 at 4% or $8,188 at 6%; with 100% employer match about $9,211 at 4% or $6,141 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-19$380,550$14,001$737iApproximate average salary by contribution assumption: employee only about $18,422 at 4% or $12,282 at 6%; with 50% employer match about $12,282 at 4% or $8,188 at 6%; with 100% employer match about $9,211 at 4% or $6,141 at 6%.
2010124$418,647$19,609$817iApproximate average salary by contribution assumption: employee only about $20,426 at 4% or $13,617 at 6%; with 50% employer match about $13,617 at 4% or $9,078 at 6%; with 100% employer match about $10,213 at 4% or $6,809 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-24$418,647$19,609$817iApproximate average salary by contribution assumption: employee only about $20,426 at 4% or $13,617 at 6%; with 50% employer match about $13,617 at 4% or $9,078 at 6%; with 100% employer match about $10,213 at 4% or $6,809 at 6%.
2009127$360,093$135,430$5,016iApproximate average salary by contribution assumption: employee only about $125,398 at 4% or $83,599 at 6%; with 50% employer match about $83,599 at 4% or $55,733 at 6%; with 100% employer match about $62,699 at 4% or $41,799 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-27$360,093$135,430$5,016iApproximate average salary by contribution assumption: employee only about $125,398 at 4% or $83,599 at 6%; with 50% employer match about $83,599 at 4% or $55,733 at 6%; with 100% employer match about $62,699 at 4% or $41,799 at 6%.
2008124$150,096$196,320$8,180iApproximate average salary by contribution assumption: employee only about $204,500 at 4% or $136,333 at 6%; with 50% employer match about $136,333 at 4% or $90,889 at 6%; with 100% employer match about $102,250 at 4% or $68,167 at 6%.
Morris-Depew Associates Inc. 401(K) Profit Sharing Plan & Trust-24$150,096$196,320$8,180iApproximate average salary by contribution assumption: employee only about $204,500 at 4% or $136,333 at 6%; with 50% employer match about $136,333 at 4% or $90,889 at 6%; with 100% employer match about $102,250 at 4% or $68,167 at 6%.