Morgan, Jacoby, Thurn, Boyles &
Plan context: Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan
EIN 65-0761640 • Vero Beach, FL • 19 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$2,152,424
2025 Contributions
$9,835
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $9,835 | - |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 0 | $0 | $9,835 | - |
| 2024 | 1 | 12 | $2,152,424 | $87,452 | $7,288iApproximate average salary by contribution assumption: employee only about $182,192 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 12 | $2,152,424 | $87,452 | $7,288iApproximate average salary by contribution assumption: employee only about $182,192 at 4% or $121,461 at 6%; with 50% employer match about $121,461 at 4% or $80,974 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%. |
| 2023 | 1 | 14 | $1,871,060 | $88,198 | $6,300iApproximate average salary by contribution assumption: employee only about $157,496 at 4% or $104,998 at 6%; with 50% employer match about $104,998 at 4% or $69,998 at 6%; with 100% employer match about $78,748 at 4% or $52,499 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 14 | $1,871,060 | $88,198 | $6,300iApproximate average salary by contribution assumption: employee only about $157,496 at 4% or $104,998 at 6%; with 50% employer match about $104,998 at 4% or $69,998 at 6%; with 100% employer match about $78,748 at 4% or $52,499 at 6%. |
| 2022 | 1 | 21 | $1,899,515 | $84,600 | $4,029iApproximate average salary by contribution assumption: employee only about $100,714 at 4% or $67,143 at 6%; with 50% employer match about $67,143 at 4% or $44,762 at 6%; with 100% employer match about $50,357 at 4% or $33,571 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 21 | $1,899,515 | $84,600 | $4,029iApproximate average salary by contribution assumption: employee only about $100,714 at 4% or $67,143 at 6%; with 50% employer match about $67,143 at 4% or $44,762 at 6%; with 100% employer match about $50,357 at 4% or $33,571 at 6%. |
| 2021 | 1 | 24 | $3,038,746 | $135,403 | $5,642iApproximate average salary by contribution assumption: employee only about $141,045 at 4% or $94,030 at 6%; with 50% employer match about $94,030 at 4% or $62,687 at 6%; with 100% employer match about $70,522 at 4% or $47,015 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 24 | $3,038,746 | $135,403 | $5,642iApproximate average salary by contribution assumption: employee only about $141,045 at 4% or $94,030 at 6%; with 50% employer match about $94,030 at 4% or $62,687 at 6%; with 100% employer match about $70,522 at 4% or $47,015 at 6%. |
| 2020 | 1 | 26 | $2,696,062 | $149,835 | $5,763iApproximate average salary by contribution assumption: employee only about $144,072 at 4% or $96,048 at 6%; with 50% employer match about $96,048 at 4% or $64,032 at 6%; with 100% employer match about $72,036 at 4% or $48,024 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 26 | $2,696,062 | $149,835 | $5,763iApproximate average salary by contribution assumption: employee only about $144,072 at 4% or $96,048 at 6%; with 50% employer match about $96,048 at 4% or $64,032 at 6%; with 100% employer match about $72,036 at 4% or $48,024 at 6%. |
| 2019 | 1 | 26 | $2,759,265 | $140,805 | $5,416iApproximate average salary by contribution assumption: employee only about $135,389 at 4% or $90,260 at 6%; with 50% employer match about $90,260 at 4% or $60,173 at 6%; with 100% employer match about $67,695 at 4% or $45,130 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 26 | $2,759,265 | $140,805 | $5,416iApproximate average salary by contribution assumption: employee only about $135,389 at 4% or $90,260 at 6%; with 50% employer match about $90,260 at 4% or $60,173 at 6%; with 100% employer match about $67,695 at 4% or $45,130 at 6%. |
| 2018 | 1 | 24 | $2,179,527 | $136,849 | $5,702iApproximate average salary by contribution assumption: employee only about $142,551 at 4% or $95,034 at 6%; with 50% employer match about $95,034 at 4% or $63,356 at 6%; with 100% employer match about $71,276 at 4% or $47,517 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 24 | $2,179,527 | $136,849 | $5,702iApproximate average salary by contribution assumption: employee only about $142,551 at 4% or $95,034 at 6%; with 50% employer match about $95,034 at 4% or $63,356 at 6%; with 100% employer match about $71,276 at 4% or $47,517 at 6%. |
| 2017 | 1 | 23 | $2,405,960 | $153,339 | $6,667iApproximate average salary by contribution assumption: employee only about $166,673 at 4% or $111,115 at 6%; with 50% employer match about $111,115 at 4% or $74,077 at 6%; with 100% employer match about $83,336 at 4% or $55,558 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 23 | $2,405,960 | $153,339 | $6,667iApproximate average salary by contribution assumption: employee only about $166,673 at 4% or $111,115 at 6%; with 50% employer match about $111,115 at 4% or $74,077 at 6%; with 100% employer match about $83,336 at 4% or $55,558 at 6%. |
| 2016 | 1 | 23 | $2,058,984 | $120,218 | $5,227iApproximate average salary by contribution assumption: employee only about $130,672 at 4% or $87,114 at 6%; with 50% employer match about $87,114 at 4% or $58,076 at 6%; with 100% employer match about $65,336 at 4% or $43,557 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 23 | $2,058,984 | $120,218 | $5,227iApproximate average salary by contribution assumption: employee only about $130,672 at 4% or $87,114 at 6%; with 50% employer match about $87,114 at 4% or $58,076 at 6%; with 100% employer match about $65,336 at 4% or $43,557 at 6%. |
| 2015 | 1 | 22 | $1,790,842 | $149,021 | $6,774iApproximate average salary by contribution assumption: employee only about $169,342 at 4% or $112,895 at 6%; with 50% employer match about $112,895 at 4% or $75,263 at 6%; with 100% employer match about $84,671 at 4% or $56,447 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 22 | $1,790,842 | $149,021 | $6,774iApproximate average salary by contribution assumption: employee only about $169,342 at 4% or $112,895 at 6%; with 50% employer match about $112,895 at 4% or $75,263 at 6%; with 100% employer match about $84,671 at 4% or $56,447 at 6%. |
| 2014 | 1 | 22 | $1,687,574 | $115,957 | $5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,885 at 4% or $43,923 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 22 | $1,687,574 | $115,957 | $5,271iApproximate average salary by contribution assumption: employee only about $131,769 at 4% or $87,846 at 6%; with 50% employer match about $87,846 at 4% or $58,564 at 6%; with 100% employer match about $65,885 at 4% or $43,923 at 6%. |
| 2013 | 1 | 22 | $1,488,165 | $118,183 | $5,372iApproximate average salary by contribution assumption: employee only about $134,299 at 4% or $89,533 at 6%; with 50% employer match about $89,533 at 4% or $59,688 at 6%; with 100% employer match about $67,149 at 4% or $44,766 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 22 | $1,488,165 | $118,183 | $5,372iApproximate average salary by contribution assumption: employee only about $134,299 at 4% or $89,533 at 6%; with 50% employer match about $89,533 at 4% or $59,688 at 6%; with 100% employer match about $67,149 at 4% or $44,766 at 6%. |
| 2012 | 1 | 21 | $1,173,854 | $130,331 | $6,206iApproximate average salary by contribution assumption: employee only about $155,156 at 4% or $103,437 at 6%; with 50% employer match about $103,437 at 4% or $68,958 at 6%; with 100% employer match about $77,578 at 4% or $51,719 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 21 | $1,173,854 | $130,331 | $6,206iApproximate average salary by contribution assumption: employee only about $155,156 at 4% or $103,437 at 6%; with 50% employer match about $103,437 at 4% or $68,958 at 6%; with 100% employer match about $77,578 at 4% or $51,719 at 6%. |
| 2011 | 1 | 21 | $929,569 | $116,025 | $5,525iApproximate average salary by contribution assumption: employee only about $138,125 at 4% or $92,083 at 6%; with 50% employer match about $92,083 at 4% or $61,389 at 6%; with 100% employer match about $69,063 at 4% or $46,042 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 21 | $929,569 | $116,025 | $5,525iApproximate average salary by contribution assumption: employee only about $138,125 at 4% or $92,083 at 6%; with 50% employer match about $92,083 at 4% or $61,389 at 6%; with 100% employer match about $69,063 at 4% or $46,042 at 6%. |
| 2010 | 1 | 21 | $843,403 | $106,147 | $5,055iApproximate average salary by contribution assumption: employee only about $126,365 at 4% or $84,244 at 6%; with 50% employer match about $84,244 at 4% or $56,162 at 6%; with 100% employer match about $63,183 at 4% or $42,122 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 21 | $843,403 | $106,147 | $5,055iApproximate average salary by contribution assumption: employee only about $126,365 at 4% or $84,244 at 6%; with 50% employer match about $84,244 at 4% or $56,162 at 6%; with 100% employer match about $63,183 at 4% or $42,122 at 6%. |
| 2009 | 1 | 15 | $679,388 | $71,494 | $4,766iApproximate average salary by contribution assumption: employee only about $119,157 at 4% or $79,438 at 6%; with 50% employer match about $79,438 at 4% or $52,959 at 6%; with 100% employer match about $59,578 at 4% or $39,719 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 15 | $679,388 | $71,494 | $4,766iApproximate average salary by contribution assumption: employee only about $119,157 at 4% or $79,438 at 6%; with 50% employer match about $79,438 at 4% or $52,959 at 6%; with 100% employer match about $59,578 at 4% or $39,719 at 6%. |
| 2008 | 1 | 12 | $516,014 | $72,827 | $6,069iApproximate average salary by contribution assumption: employee only about $151,723 at 4% or $101,149 at 6%; with 50% employer match about $101,149 at 4% or $67,432 at 6%; with 100% employer match about $75,861 at 4% or $50,574 at 6%. |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 12 | $516,014 | $72,827 | $6,069iApproximate average salary by contribution assumption: employee only about $151,723 at 4% or $101,149 at 6%; with 50% employer match about $101,149 at 4% or $67,432 at 6%; with 100% employer match about $75,861 at 4% or $50,574 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Morgan, Jacoby, Thurn, Boyles & Associates, P.A. 401K Plan | - | 12 | - | - | - |