Morris & Cohen, P.A.
Plan context: Morris and Cohen Pa 401K Plan
EIN 65-1061541 • Boca Raton, FL • 24 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
52
2024 Assets
$8,812,654
2024 Contributions
$623,770
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 | 52 | $8,812,654 | $623,770 | $11,996iApproximate average salary by contribution assumption: employee only about $299,889 at 4% or $199,926 at 6%; with 50% employer match about $199,926 at 4% or $133,284 at 6%; with 100% employer match about $149,945 at 4% or $99,963 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 52 | $8,812,654 | $623,770 | $11,996iApproximate average salary by contribution assumption: employee only about $299,889 at 4% or $199,926 at 6%; with 50% employer match about $199,926 at 4% or $133,284 at 6%; with 100% employer match about $149,945 at 4% or $99,963 at 6%. |
| 2023 | 1 | 61 | $7,559,539 | $547,664 | $8,978iApproximate average salary by contribution assumption: employee only about $224,452 at 4% or $149,635 at 6%; with 50% employer match about $149,635 at 4% or $99,757 at 6%; with 100% employer match about $112,226 at 4% or $74,817 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 61 | $7,559,539 | $547,664 | $8,978iApproximate average salary by contribution assumption: employee only about $224,452 at 4% or $149,635 at 6%; with 50% employer match about $149,635 at 4% or $99,757 at 6%; with 100% employer match about $112,226 at 4% or $74,817 at 6%. |
| 2022 | 1 | 63 | $6,828,202 | $682,274 | $10,830iApproximate average salary by contribution assumption: employee only about $270,744 at 4% or $180,496 at 6%; with 50% employer match about $180,496 at 4% or $120,331 at 6%; with 100% employer match about $135,372 at 4% or $90,248 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 63 | $6,828,202 | $682,274 | $10,830iApproximate average salary by contribution assumption: employee only about $270,744 at 4% or $180,496 at 6%; with 50% employer match about $180,496 at 4% or $120,331 at 6%; with 100% employer match about $135,372 at 4% or $90,248 at 6%. |
| 2021 | 1 | 61 | $7,084,211 | $300,893 | $4,933iApproximate average salary by contribution assumption: employee only about $123,317 at 4% or $82,211 at 6%; with 50% employer match about $82,211 at 4% or $54,807 at 6%; with 100% employer match about $61,658 at 4% or $41,106 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 61 | $7,084,211 | $300,893 | $4,933iApproximate average salary by contribution assumption: employee only about $123,317 at 4% or $82,211 at 6%; with 50% employer match about $82,211 at 4% or $54,807 at 6%; with 100% employer match about $61,658 at 4% or $41,106 at 6%. |
| 2020 | 1 | 59 | $5,964,080 | $364,817 | $6,183iApproximate average salary by contribution assumption: employee only about $154,583 at 4% or $103,056 at 6%; with 50% employer match about $103,056 at 4% or $68,704 at 6%; with 100% employer match about $77,292 at 4% or $51,528 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 59 | $5,964,080 | $364,817 | $6,183iApproximate average salary by contribution assumption: employee only about $154,583 at 4% or $103,056 at 6%; with 50% employer match about $103,056 at 4% or $68,704 at 6%; with 100% employer match about $77,292 at 4% or $51,528 at 6%. |
| 2019 | 1 | 56 | $5,402,496 | $342,337 | $6,113iApproximate average salary by contribution assumption: employee only about $152,829 at 4% or $101,886 at 6%; with 50% employer match about $101,886 at 4% or $67,924 at 6%; with 100% employer match about $76,415 at 4% or $50,943 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 56 | $5,402,496 | $342,337 | $6,113iApproximate average salary by contribution assumption: employee only about $152,829 at 4% or $101,886 at 6%; with 50% employer match about $101,886 at 4% or $67,924 at 6%; with 100% employer match about $76,415 at 4% or $50,943 at 6%. |
| 2018 | 1 | 57 | $4,727,083 | $363,442 | $6,376iApproximate average salary by contribution assumption: employee only about $159,404 at 4% or $106,270 at 6%; with 50% employer match about $106,270 at 4% or $70,846 at 6%; with 100% employer match about $79,702 at 4% or $53,135 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 57 | $4,727,083 | $363,442 | $6,376iApproximate average salary by contribution assumption: employee only about $159,404 at 4% or $106,270 at 6%; with 50% employer match about $106,270 at 4% or $70,846 at 6%; with 100% employer match about $79,702 at 4% or $53,135 at 6%. |
| 2017 | 1 | 65 | $4,738,594 | $616,475 | $9,484iApproximate average salary by contribution assumption: employee only about $237,106 at 4% or $158,071 at 6%; with 50% employer match about $158,071 at 4% or $105,380 at 6%; with 100% employer match about $118,553 at 4% or $79,035 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 65 | $4,738,594 | $616,475 | $9,484iApproximate average salary by contribution assumption: employee only about $237,106 at 4% or $158,071 at 6%; with 50% employer match about $158,071 at 4% or $105,380 at 6%; with 100% employer match about $118,553 at 4% or $79,035 at 6%. |
| 2016 | 1 | 82 | $3,596,318 | $341,342 | $4,163iApproximate average salary by contribution assumption: employee only about $104,068 at 4% or $69,378 at 6%; with 50% employer match about $69,378 at 4% or $46,252 at 6%; with 100% employer match about $52,034 at 4% or $34,689 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 82 | $3,596,318 | $341,342 | $4,163iApproximate average salary by contribution assumption: employee only about $104,068 at 4% or $69,378 at 6%; with 50% employer match about $69,378 at 4% or $46,252 at 6%; with 100% employer match about $52,034 at 4% or $34,689 at 6%. |
| 2015 | 1 | 73 | $2,988,648 | $302,306 | $4,141iApproximate average salary by contribution assumption: employee only about $103,529 at 4% or $69,020 at 6%; with 50% employer match about $69,020 at 4% or $46,013 at 6%; with 100% employer match about $51,765 at 4% or $34,510 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 73 | $2,988,648 | $302,306 | $4,141iApproximate average salary by contribution assumption: employee only about $103,529 at 4% or $69,020 at 6%; with 50% employer match about $69,020 at 4% or $46,013 at 6%; with 100% employer match about $51,765 at 4% or $34,510 at 6%. |
| 2014 | 1 | 55 | $2,808,776 | $279,740 | $5,086iApproximate average salary by contribution assumption: employee only about $127,155 at 4% or $84,770 at 6%; with 50% employer match about $84,770 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,385 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 55 | $2,808,776 | $279,740 | $5,086iApproximate average salary by contribution assumption: employee only about $127,155 at 4% or $84,770 at 6%; with 50% employer match about $84,770 at 4% or $56,513 at 6%; with 100% employer match about $63,577 at 4% or $42,385 at 6%. |
| 2013 | 1 | 37 | $2,345,297 | $230,453 | $6,228iApproximate average salary by contribution assumption: employee only about $155,711 at 4% or $103,808 at 6%; with 50% employer match about $103,808 at 4% or $69,205 at 6%; with 100% employer match about $77,856 at 4% or $51,904 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 37 | $2,345,297 | $230,453 | $6,228iApproximate average salary by contribution assumption: employee only about $155,711 at 4% or $103,808 at 6%; with 50% employer match about $103,808 at 4% or $69,205 at 6%; with 100% employer match about $77,856 at 4% or $51,904 at 6%. |
| 2012 | 1 | 33 | $1,853,945 | $225,188 | $6,824iApproximate average salary by contribution assumption: employee only about $170,597 at 4% or $113,731 at 6%; with 50% employer match about $113,731 at 4% or $75,821 at 6%; with 100% employer match about $85,298 at 4% or $56,866 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 33 | $1,853,945 | $225,188 | $6,824iApproximate average salary by contribution assumption: employee only about $170,597 at 4% or $113,731 at 6%; with 50% employer match about $113,731 at 4% or $75,821 at 6%; with 100% employer match about $85,298 at 4% or $56,866 at 6%. |
| 2011 | 1 | 31 | $1,510,341 | $177,788 | $5,735iApproximate average salary by contribution assumption: employee only about $143,377 at 4% or $95,585 at 6%; with 50% employer match about $95,585 at 4% or $63,723 at 6%; with 100% employer match about $71,689 at 4% or $47,792 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 31 | $1,510,341 | $177,788 | $5,735iApproximate average salary by contribution assumption: employee only about $143,377 at 4% or $95,585 at 6%; with 50% employer match about $95,585 at 4% or $63,723 at 6%; with 100% employer match about $71,689 at 4% or $47,792 at 6%. |
| 2010 | 1 | 31 | $1,353,195 | $173,688 | $5,603iApproximate average salary by contribution assumption: employee only about $140,071 at 4% or $93,381 at 6%; with 50% employer match about $93,381 at 4% or $62,254 at 6%; with 100% employer match about $70,035 at 4% or $46,690 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 31 | $1,353,195 | $173,688 | $5,603iApproximate average salary by contribution assumption: employee only about $140,071 at 4% or $93,381 at 6%; with 50% employer match about $93,381 at 4% or $62,254 at 6%; with 100% employer match about $70,035 at 4% or $46,690 at 6%. |
| 2009 | 1 | 25 | $1,094,686 | $163,487 | $6,539iApproximate average salary by contribution assumption: employee only about $163,487 at 4% or $108,991 at 6%; with 50% employer match about $108,991 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 25 | $1,094,686 | $163,487 | $6,539iApproximate average salary by contribution assumption: employee only about $163,487 at 4% or $108,991 at 6%; with 50% employer match about $108,991 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%. |
| 2008 | 1 | 22 | $0 | $0 | - |
| Morris and Cohen Pa 401K Plan | - | 22 | - | - | - |
| 2007 | 1 | 18 | $0 | $0 | - |
| Morris and Cohen Pa 401K Plan | - | 18 | - | - | - |
| 2006 | 1 | 19 | $949,692 | $140,774 | $7,409iApproximate average salary by contribution assumption: employee only about $185,229 at 4% or $123,486 at 6%; with 50% employer match about $123,486 at 4% or $82,324 at 6%; with 100% employer match about $92,614 at 4% or $61,743 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 19 | $949,692 | $140,774 | $7,409iApproximate average salary by contribution assumption: employee only about $185,229 at 4% or $123,486 at 6%; with 50% employer match about $123,486 at 4% or $82,324 at 6%; with 100% employer match about $92,614 at 4% or $61,743 at 6%. |
| 2005 | 1 | 17 | $721,614 | $232,325 | $13,666iApproximate average salary by contribution assumption: employee only about $341,654 at 4% or $227,770 at 6%; with 50% employer match about $227,770 at 4% or $151,846 at 6%; with 100% employer match about $170,827 at 4% or $113,885 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 17 | $721,614 | $232,325 | $13,666iApproximate average salary by contribution assumption: employee only about $341,654 at 4% or $227,770 at 6%; with 50% employer match about $227,770 at 4% or $151,846 at 6%; with 100% employer match about $170,827 at 4% or $113,885 at 6%. |
| 2004 | 1 | 14 | $434,875 | $141,218 | $10,087iApproximate average salary by contribution assumption: employee only about $252,175 at 4% or $168,117 at 6%; with 50% employer match about $168,117 at 4% or $112,078 at 6%; with 100% employer match about $126,088 at 4% or $84,058 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 14 | $434,875 | $141,218 | $10,087iApproximate average salary by contribution assumption: employee only about $252,175 at 4% or $168,117 at 6%; with 50% employer match about $168,117 at 4% or $112,078 at 6%; with 100% employer match about $126,088 at 4% or $84,058 at 6%. |
| 2003 | 1 | 14 | $256,829 | $37,877 | $2,706iApproximate average salary by contribution assumption: employee only about $67,638 at 4% or $45,092 at 6%; with 50% employer match about $45,092 at 4% or $30,061 at 6%; with 100% employer match about $33,819 at 4% or $22,546 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 14 | $256,829 | $37,877 | $2,706iApproximate average salary by contribution assumption: employee only about $67,638 at 4% or $45,092 at 6%; with 50% employer match about $45,092 at 4% or $30,061 at 6%; with 100% employer match about $33,819 at 4% or $22,546 at 6%. |
| 2002 | 1 | 19 | $199,717 | $152,103 | $8,005iApproximate average salary by contribution assumption: employee only about $200,136 at 4% or $133,424 at 6%; with 50% employer match about $133,424 at 4% or $88,949 at 6%; with 100% employer match about $100,068 at 4% or $66,712 at 6%. |
| Morris and Cohen Pa 401K Plan | - | 19 | $199,717 | $152,103 | $8,005iApproximate average salary by contribution assumption: employee only about $200,136 at 4% or $133,424 at 6%; with 50% employer match about $133,424 at 4% or $88,949 at 6%; with 100% employer match about $100,068 at 4% or $66,712 at 6%. |
| 2001 | 1 | 16 | $0 | $0 | - |
| Morris and Cohen Pa 401K Plan | - | 16 | - | - | - |