Morre & Company LLP
Plan context: Morre & Company Retirement Plan
EIN 68-0391337 • Novato, CA • 21 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$991,719
2024 Contributions
$129,841
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 | 10 | $991,719 | $129,841 | $12,984iApproximate average salary by contribution assumption: employee only about $324,603 at 4% or $216,402 at 6%; with 50% employer match about $216,402 at 4% or $144,268 at 6%; with 100% employer match about $162,301 at 4% or $108,201 at 6%. |
| Morre & Company Retirement Plan | - | 10 | $991,719 | $129,841 | $12,984iApproximate average salary by contribution assumption: employee only about $324,603 at 4% or $216,402 at 6%; with 50% employer match about $216,402 at 4% or $144,268 at 6%; with 100% employer match about $162,301 at 4% or $108,201 at 6%. |
| 2023 | 1 | 10 | $854,186 | $126,041 | $12,604iApproximate average salary by contribution assumption: employee only about $315,103 at 4% or $210,068 at 6%; with 50% employer match about $210,068 at 4% or $140,046 at 6%; with 100% employer match about $157,551 at 4% or $105,034 at 6%. |
| Morre & Company Retirement Plan | - | 10 | $854,186 | $126,041 | $12,604iApproximate average salary by contribution assumption: employee only about $315,103 at 4% or $210,068 at 6%; with 50% employer match about $210,068 at 4% or $140,046 at 6%; with 100% employer match about $157,551 at 4% or $105,034 at 6%. |
| 2022 | 1 | 10 | $694,912 | $118,243 | $11,824iApproximate average salary by contribution assumption: employee only about $295,608 at 4% or $197,072 at 6%; with 50% employer match about $197,072 at 4% or $131,381 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%. |
| Morre & Company Retirement Plan | - | 10 | $694,912 | $118,243 | $11,824iApproximate average salary by contribution assumption: employee only about $295,608 at 4% or $197,072 at 6%; with 50% employer match about $197,072 at 4% or $131,381 at 6%; with 100% employer match about $147,804 at 4% or $98,536 at 6%. |
| 2021 | 1 | 9 | $767,637 | $116,306 | $12,923iApproximate average salary by contribution assumption: employee only about $323,072 at 4% or $215,381 at 6%; with 50% employer match about $215,381 at 4% or $143,588 at 6%; with 100% employer match about $161,536 at 4% or $107,691 at 6%. |
| Morre & Company Retirement Plan | - | 9 | $767,637 | $116,306 | $12,923iApproximate average salary by contribution assumption: employee only about $323,072 at 4% or $215,381 at 6%; with 50% employer match about $215,381 at 4% or $143,588 at 6%; with 100% employer match about $161,536 at 4% or $107,691 at 6%. |
| 2020 | 1 | 9 | $658,320 | $113,026 | $12,558iApproximate average salary by contribution assumption: employee only about $313,961 at 4% or $209,307 at 6%; with 50% employer match about $209,307 at 4% or $139,538 at 6%; with 100% employer match about $156,981 at 4% or $104,654 at 6%. |
| Morre & Company Retirement Plan | - | 9 | $658,320 | $113,026 | $12,558iApproximate average salary by contribution assumption: employee only about $313,961 at 4% or $209,307 at 6%; with 50% employer match about $209,307 at 4% or $139,538 at 6%; with 100% employer match about $156,981 at 4% or $104,654 at 6%. |
| 2019 | 1 | 9 | $490,135 | $110,069 | $12,230iApproximate average salary by contribution assumption: employee only about $305,747 at 4% or $203,831 at 6%; with 50% employer match about $203,831 at 4% or $135,888 at 6%; with 100% employer match about $152,874 at 4% or $101,916 at 6%. |
| Morre & Company Retirement Plan | - | 9 | $490,135 | $110,069 | $12,230iApproximate average salary by contribution assumption: employee only about $305,747 at 4% or $203,831 at 6%; with 50% employer match about $203,831 at 4% or $135,888 at 6%; with 100% employer match about $152,874 at 4% or $101,916 at 6%. |
| 2018 | 1 | 9 | $374,390 | $109,267 | $12,141iApproximate average salary by contribution assumption: employee only about $303,519 at 4% or $202,346 at 6%; with 50% employer match about $202,346 at 4% or $134,898 at 6%; with 100% employer match about $151,760 at 4% or $101,173 at 6%. |
| Morre & Company Retirement Plan | - | 9 | $374,390 | $109,267 | $12,141iApproximate average salary by contribution assumption: employee only about $303,519 at 4% or $202,346 at 6%; with 50% employer match about $202,346 at 4% or $134,898 at 6%; with 100% employer match about $151,760 at 4% or $101,173 at 6%. |
| 2017 | 1 | 8 | $408,826 | $106,680 | $13,335iApproximate average salary by contribution assumption: employee only about $333,375 at 4% or $222,250 at 6%; with 50% employer match about $222,250 at 4% or $148,167 at 6%; with 100% employer match about $166,688 at 4% or $111,125 at 6%. |
| Morre & Company Retirement Plan | - | 8 | $408,826 | $106,680 | $13,335iApproximate average salary by contribution assumption: employee only about $333,375 at 4% or $222,250 at 6%; with 50% employer match about $222,250 at 4% or $148,167 at 6%; with 100% employer match about $166,688 at 4% or $111,125 at 6%. |
| 2016 | 1 | 8 | $311,346 | $117,934 | $14,742iApproximate average salary by contribution assumption: employee only about $368,544 at 4% or $245,696 at 6%; with 50% employer match about $245,696 at 4% or $163,797 at 6%; with 100% employer match about $184,272 at 4% or $122,848 at 6%. |
| Morre & Company Retirement Plan | - | 8 | $311,346 | $117,934 | $14,742iApproximate average salary by contribution assumption: employee only about $368,544 at 4% or $245,696 at 6%; with 50% employer match about $245,696 at 4% or $163,797 at 6%; with 100% employer match about $184,272 at 4% or $122,848 at 6%. |
| 2015 | 1 | 9 | $233,824 | $95,306 | $10,590iApproximate average salary by contribution assumption: employee only about $264,739 at 4% or $176,493 at 6%; with 50% employer match about $176,493 at 4% or $117,662 at 6%; with 100% employer match about $132,369 at 4% or $88,246 at 6%. |
| Morre & Company Retirement Plan | - | 9 | $233,824 | $95,306 | $10,590iApproximate average salary by contribution assumption: employee only about $264,739 at 4% or $176,493 at 6%; with 50% employer match about $176,493 at 4% or $117,662 at 6%; with 100% employer match about $132,369 at 4% or $88,246 at 6%. |
| 2014 | 1 | 9 | $148,622 | $139,230 | $15,470iApproximate average salary by contribution assumption: employee only about $386,750 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,917 at 6%. |
| Morre & Company Retirement Plan | - | 9 | $148,622 | $139,230 | $15,470iApproximate average salary by contribution assumption: employee only about $386,750 at 4% or $257,833 at 6%; with 50% employer match about $257,833 at 4% or $171,889 at 6%; with 100% employer match about $193,375 at 4% or $128,917 at 6%. |
| 2008 | 1 | 0 | $0 | $16,909 | - |
| Morre & Company Flexible Spending Plan | - | 0 | - | $16,909 | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Morre & Company Flexible Spending Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $1,347 | $7,640 | $3,820iApproximate average salary by contribution assumption: employee only about $95,500 at 4% or $63,667 at 6%; with 50% employer match about $63,667 at 4% or $42,444 at 6%; with 100% employer match about $47,750 at 4% or $31,833 at 6%. |
| Morre & Company Flexible Spending Plan | - | 2 | $1,347 | $7,640 | $3,820iApproximate average salary by contribution assumption: employee only about $95,500 at 4% or $63,667 at 6%; with 50% employer match about $63,667 at 4% or $42,444 at 6%; with 100% employer match about $47,750 at 4% or $31,833 at 6%. |
| 2005 | 1 | 2 | $3,106 | $6,203 | $3,102iApproximate average salary by contribution assumption: employee only about $77,538 at 4% or $51,692 at 6%; with 50% employer match about $51,692 at 4% or $34,461 at 6%; with 100% employer match about $38,769 at 4% or $25,846 at 6%. |
| Morre & Company Flexible Spending Plan | - | 2 | $3,106 | $6,203 | $3,102iApproximate average salary by contribution assumption: employee only about $77,538 at 4% or $51,692 at 6%; with 50% employer match about $51,692 at 4% or $34,461 at 6%; with 100% employer match about $38,769 at 4% or $25,846 at 6%. |
| 2004 | 1 | 2 | $1,295 | $4,773 | $2,387iApproximate average salary by contribution assumption: employee only about $59,663 at 4% or $39,775 at 6%; with 50% employer match about $39,775 at 4% or $26,517 at 6%; with 100% employer match about $29,831 at 4% or $19,888 at 6%. |
| Morre & Company Flexible Spending Plan | - | 2 | $1,295 | $4,773 | $2,387iApproximate average salary by contribution assumption: employee only about $59,663 at 4% or $39,775 at 6%; with 50% employer match about $39,775 at 4% or $26,517 at 6%; with 100% employer match about $29,831 at 4% or $19,888 at 6%. |
| 2003 | 1 | 3 | $1,083 | $6,721 | $2,240iApproximate average salary by contribution assumption: employee only about $56,008 at 4% or $37,339 at 6%; with 50% employer match about $37,339 at 4% or $24,893 at 6%; with 100% employer match about $28,004 at 4% or $18,669 at 6%. |
| Morre & Company Flexible Spending Plan | - | 3 | $1,083 | $6,721 | $2,240iApproximate average salary by contribution assumption: employee only about $56,008 at 4% or $37,339 at 6%; with 50% employer match about $37,339 at 4% or $24,893 at 6%; with 100% employer match about $28,004 at 4% or $18,669 at 6%. |
| 2002 | 1 | 3 | $598 | $7,453 | $2,484iApproximate average salary by contribution assumption: employee only about $62,108 at 4% or $41,406 at 6%; with 50% employer match about $41,406 at 4% or $27,604 at 6%; with 100% employer match about $31,054 at 4% or $20,703 at 6%. |
| Morre & Company Flexible Spending Plan | - | 3 | $598 | $7,453 | $2,484iApproximate average salary by contribution assumption: employee only about $62,108 at 4% or $41,406 at 6%; with 50% employer match about $41,406 at 4% or $27,604 at 6%; with 100% employer match about $31,054 at 4% or $20,703 at 6%. |
| 2001 | 1 | 5 | $0 | $0 | - |
| Morre & Company Flexible Spending Plan | - | 5 | - | - | - |
| 2000 | 1 | 3 | $1,902 | $3,330 | $1,110iApproximate average salary by contribution assumption: employee only about $27,750 at 4% or $18,500 at 6%; with 50% employer match about $18,500 at 4% or $12,333 at 6%; with 100% employer match about $13,875 at 4% or $9,250 at 6%. |
| Morre & Company Flexible Spending Plan | - | 3 | $1,902 | $3,330 | $1,110iApproximate average salary by contribution assumption: employee only about $27,750 at 4% or $18,500 at 6%; with 50% employer match about $18,500 at 4% or $12,333 at 6%; with 100% employer match about $13,875 at 4% or $9,250 at 6%. |
| 1999 | 1 | 2 | $535 | $1,989 | $995iApproximate average salary by contribution assumption: employee only about $24,863 at 4% or $16,575 at 6%; with 50% employer match about $16,575 at 4% or $11,050 at 6%; with 100% employer match about $12,431 at 4% or $8,288 at 6%. |
| Morre & Company Flexible Spending Plan | - | 2 | $535 | $1,989 | $995iApproximate average salary by contribution assumption: employee only about $24,863 at 4% or $16,575 at 6%; with 50% employer match about $16,575 at 4% or $11,050 at 6%; with 100% employer match about $12,431 at 4% or $8,288 at 6%. |