Civic Intelligence

Morton Bassett LLC

Plan context: MORTON BASSETT LP 401(K) PROFIT SHARING PLAN

EIN 68-0378387 • Rohnert Park, CA • 27 filings • 5 plans

1400 Valley House DriveSuite 100Rohnert Park, CA 94928
Current Snapshot

Latest Year

2024

2024 Participants

124

2024 Assets

$3,840,436

2024 Contributions

$502,338

Historical Graphs

Total Assets Over Time

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

$3,840,436$1,920,218$0199920152024YearValue
$3,840,436Latest year 2024

Participants Over Time

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

124620199920132024YearValue
124Latest 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
20241124$3,840,436$502,338$4,051iApproximate average salary by contribution assumption: employee only about $101,278 at 4% or $67,519 at 6%; with 50% employer match about $67,519 at 4% or $45,012 at 6%; with 100% employer match about $50,639 at 4% or $33,759 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-124$3,840,436$502,338$4,051iApproximate average salary by contribution assumption: employee only about $101,278 at 4% or $67,519 at 6%; with 50% employer match about $67,519 at 4% or $45,012 at 6%; with 100% employer match about $50,639 at 4% or $33,759 at 6%.
20232115$3,426,649$435,909$3,791iApproximate average salary by contribution assumption: employee only about $94,763 at 4% or $63,175 at 6%; with 50% employer match about $63,175 at 4% or $42,117 at 6%; with 100% employer match about $47,381 at 4% or $31,588 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-115$3,426,649$435,909$3,791iApproximate average salary by contribution assumption: employee only about $94,763 at 4% or $63,175 at 6%; with 50% employer match about $63,175 at 4% or $42,117 at 6%; with 100% employer match about $47,381 at 4% or $31,588 at 6%.
MORTON & BASSETT SPICES HEALTH & WELFARE BENEFIT PLAN-106---
2022190$2,499,280$437,775$4,864iApproximate average salary by contribution assumption: employee only about $121,604 at 4% or $81,069 at 6%; with 50% employer match about $81,069 at 4% or $54,046 at 6%; with 100% employer match about $60,802 at 4% or $40,535 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-90$2,499,280$437,775$4,864iApproximate average salary by contribution assumption: employee only about $121,604 at 4% or $81,069 at 6%; with 50% employer match about $81,069 at 4% or $54,046 at 6%; with 100% employer match about $60,802 at 4% or $40,535 at 6%.
2021167$3,022,445$363,005$5,418iApproximate average salary by contribution assumption: employee only about $135,450 at 4% or $90,300 at 6%; with 50% employer match about $90,300 at 4% or $60,200 at 6%; with 100% employer match about $67,725 at 4% or $45,150 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-67$3,022,445$363,005$5,418iApproximate average salary by contribution assumption: employee only about $135,450 at 4% or $90,300 at 6%; with 50% employer match about $90,300 at 4% or $60,200 at 6%; with 100% employer match about $67,725 at 4% or $45,150 at 6%.
2020161$2,383,548$291,710$4,782iApproximate average salary by contribution assumption: employee only about $119,553 at 4% or $79,702 at 6%; with 50% employer match about $79,702 at 4% or $53,135 at 6%; with 100% employer match about $59,777 at 4% or $39,851 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-61$2,383,548$291,710$4,782iApproximate average salary by contribution assumption: employee only about $119,553 at 4% or $79,702 at 6%; with 50% employer match about $79,702 at 4% or $53,135 at 6%; with 100% employer match about $59,777 at 4% or $39,851 at 6%.
2019165$1,809,606$261,927$4,030iApproximate average salary by contribution assumption: employee only about $100,741 at 4% or $67,161 at 6%; with 50% employer match about $67,161 at 4% or $44,774 at 6%; with 100% employer match about $50,371 at 4% or $33,580 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-65$1,809,606$261,927$4,030iApproximate average salary by contribution assumption: employee only about $100,741 at 4% or $67,161 at 6%; with 50% employer match about $67,161 at 4% or $44,774 at 6%; with 100% employer match about $50,371 at 4% or $33,580 at 6%.
2018157$1,277,268$234,358$4,112iApproximate average salary by contribution assumption: employee only about $102,789 at 4% or $68,526 at 6%; with 50% employer match about $68,526 at 4% or $45,684 at 6%; with 100% employer match about $51,394 at 4% or $34,263 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-57$1,277,268$234,358$4,112iApproximate average salary by contribution assumption: employee only about $102,789 at 4% or $68,526 at 6%; with 50% employer match about $68,526 at 4% or $45,684 at 6%; with 100% employer match about $51,394 at 4% or $34,263 at 6%.
2017153$1,169,117$207,294$3,911iApproximate average salary by contribution assumption: employee only about $97,780 at 4% or $65,187 at 6%; with 50% employer match about $65,187 at 4% or $43,458 at 6%; with 100% employer match about $48,890 at 4% or $32,593 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-53$1,169,117$207,294$3,911iApproximate average salary by contribution assumption: employee only about $97,780 at 4% or $65,187 at 6%; with 50% employer match about $65,187 at 4% or $43,458 at 6%; with 100% employer match about $48,890 at 4% or $32,593 at 6%.
2016142$849,686$177,758$4,232iApproximate average salary by contribution assumption: employee only about $105,808 at 4% or $70,539 at 6%; with 50% employer match about $70,539 at 4% or $47,026 at 6%; with 100% employer match about $52,904 at 4% or $35,269 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-42$849,686$177,758$4,232iApproximate average salary by contribution assumption: employee only about $105,808 at 4% or $70,539 at 6%; with 50% employer match about $70,539 at 4% or $47,026 at 6%; with 100% employer match about $52,904 at 4% or $35,269 at 6%.
2015138$677,142$133,153$3,504iApproximate average salary by contribution assumption: employee only about $87,601 at 4% or $58,400 at 6%; with 50% employer match about $58,400 at 4% or $38,934 at 6%; with 100% employer match about $43,800 at 4% or $29,200 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-38$677,142$133,153$3,504iApproximate average salary by contribution assumption: employee only about $87,601 at 4% or $58,400 at 6%; with 50% employer match about $58,400 at 4% or $38,934 at 6%; with 100% employer match about $43,800 at 4% or $29,200 at 6%.
2014138$592,911$115,951$3,051iApproximate average salary by contribution assumption: employee only about $76,284 at 4% or $50,856 at 6%; with 50% employer match about $50,856 at 4% or $33,904 at 6%; with 100% employer match about $38,142 at 4% or $25,428 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-38$592,911$115,951$3,051iApproximate average salary by contribution assumption: employee only about $76,284 at 4% or $50,856 at 6%; with 50% employer match about $50,856 at 4% or $33,904 at 6%; with 100% employer match about $38,142 at 4% or $25,428 at 6%.
2013136$457,045$88,106$2,447iApproximate average salary by contribution assumption: employee only about $61,185 at 4% or $40,790 at 6%; with 50% employer match about $40,790 at 4% or $27,193 at 6%; with 100% employer match about $30,592 at 4% or $20,395 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-36$457,045$88,106$2,447iApproximate average salary by contribution assumption: employee only about $61,185 at 4% or $40,790 at 6%; with 50% employer match about $40,790 at 4% or $27,193 at 6%; with 100% employer match about $30,592 at 4% or $20,395 at 6%.
2012135$331,338$96,810$2,766iApproximate average salary by contribution assumption: employee only about $69,150 at 4% or $46,100 at 6%; with 50% employer match about $46,100 at 4% or $30,733 at 6%; with 100% employer match about $34,575 at 4% or $23,050 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-35$331,338$96,810$2,766iApproximate average salary by contribution assumption: employee only about $69,150 at 4% or $46,100 at 6%; with 50% employer match about $46,100 at 4% or $30,733 at 6%; with 100% employer match about $34,575 at 4% or $23,050 at 6%.
2011228$208,995$89,908$3,211iApproximate average salary by contribution assumption: employee only about $80,275 at 4% or $53,517 at 6%; with 50% employer match about $53,517 at 4% or $35,678 at 6%; with 100% employer match about $40,138 at 4% or $26,758 at 6%.
MORTON BASSETT LP 401(K) PROFIT SHARING PLAN-28$208,995$89,368$3,192iApproximate average salary by contribution assumption: employee only about $79,793 at 4% or $53,195 at 6%; with 50% employer match about $53,195 at 4% or $35,463 at 6%; with 100% employer match about $39,896 at 4% or $26,598 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-0$0$540-
2010228$127,729$257,508$9,197iApproximate average salary by contribution assumption: employee only about $229,918 at 4% or $153,279 at 6%; with 50% employer match about $153,279 at 4% or $102,186 at 6%; with 100% employer match about $114,959 at 4% or $76,639 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-28$121,302$118,508$4,232iApproximate average salary by contribution assumption: employee only about $105,811 at 4% or $70,540 at 6%; with 50% employer match about $70,540 at 4% or $47,027 at 6%; with 100% employer match about $52,905 at 4% or $35,270 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-4$6,427$139,000$34,750iApproximate average salary by contribution assumption: employee only about $868,750 at 4% or $579,167 at 6%; with 50% employer match about $579,167 at 4% or $386,111 at 6%; with 100% employer match about $434,375 at 4% or $289,583 at 6%.
2009234$797,132$166,634$4,901iApproximate average salary by contribution assumption: employee only about $122,525 at 4% or $81,683 at 6%; with 50% employer match about $81,683 at 4% or $54,456 at 6%; with 100% employer match about $61,263 at 4% or $40,842 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-34$788,352$158,052$4,649iApproximate average salary by contribution assumption: employee only about $116,215 at 4% or $77,476 at 6%; with 50% employer match about $77,476 at 4% or $51,651 at 6%; with 100% employer match about $58,107 at 4% or $38,738 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-30$8,780$8,582$286iApproximate average salary by contribution assumption: employee only about $7,152 at 4% or $4,768 at 6%; with 50% employer match about $4,768 at 4% or $3,179 at 6%; with 100% employer match about $3,576 at 4% or $2,384 at 6%.
2007125$0$0-
Morton Bassett LLC Defined Benefit Pension Plan-25---
2006127$801,846$460$17iApproximate average salary by contribution assumption: employee only about $426 at 4% or $284 at 6%; with 50% employer match about $284 at 4% or $189 at 6%; with 100% employer match about $213 at 4% or $142 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-27$801,846$460$17iApproximate average salary by contribution assumption: employee only about $426 at 4% or $284 at 6%; with 50% employer match about $284 at 4% or $189 at 6%; with 100% employer match about $213 at 4% or $142 at 6%.
2005120$2,185,713$671,195$33,560iApproximate average salary by contribution assumption: employee only about $838,994 at 4% or $559,329 at 6%; with 50% employer match about $559,329 at 4% or $372,886 at 6%; with 100% employer match about $419,497 at 4% or $279,665 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-20$2,185,713$671,195$33,560iApproximate average salary by contribution assumption: employee only about $838,994 at 4% or $559,329 at 6%; with 50% employer match about $559,329 at 4% or $372,886 at 6%; with 100% employer match about $419,497 at 4% or $279,665 at 6%.
2002111$0$0-
Morton Bassett LLC Defined Benefit Pension Plan-11---
2001111$0$0-
Morton Bassett LLC Defined Benefit Pension Plan-11---
200018$742,174$95,962$11,995iApproximate average salary by contribution assumption: employee only about $299,881 at 4% or $199,921 at 6%; with 50% employer match about $199,921 at 4% or $133,281 at 6%; with 100% employer match about $149,941 at 4% or $99,960 at 6%.
Morton Bassett LLC Defined Benefit Pension Plan-8$742,174$95,962$11,995iApproximate average salary by contribution assumption: employee only about $299,881 at 4% or $199,921 at 6%; with 50% employer match about $199,921 at 4% or $133,281 at 6%; with 100% employer match about $149,941 at 4% or $99,960 at 6%.
199917$985,851$0-
Morton Bassett LLC Defined Benefit Pension Plan-7$985,851--