M. J. Morgan Group LLC
Plan context: M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust
EIN 68-0621988 • Baltimore, MD • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
324
2025 Assets
$3,938,938
2025 Contributions
$442,888
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 | 324 | $0 | $0 | - |
| M. J. Morgan Group Wrap Benefit Plan | - | 324 | - | - | - |
| 2024 | 1 | 89 | $3,938,938 | $442,888 | $4,976iApproximate average salary by contribution assumption: employee only about $124,407 at 4% or $82,938 at 6%; with 50% employer match about $82,938 at 4% or $55,292 at 6%; with 100% employer match about $62,203 at 4% or $41,469 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 89 | $3,938,938 | $442,888 | $4,976iApproximate average salary by contribution assumption: employee only about $124,407 at 4% or $82,938 at 6%; with 50% employer match about $82,938 at 4% or $55,292 at 6%; with 100% employer match about $62,203 at 4% or $41,469 at 6%. |
| 2023 | 2 | 108 | $3,018,470 | $402,415 | $3,726iApproximate average salary by contribution assumption: employee only about $93,152 at 4% or $62,101 at 6%; with 50% employer match about $62,101 at 4% or $41,401 at 6%; with 100% employer match about $46,576 at 4% or $31,051 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 85 | $3,018,470 | $402,415 | $4,734iApproximate average salary by contribution assumption: employee only about $118,357 at 4% or $78,905 at 6%; with 50% employer match about $78,905 at 4% or $52,603 at 6%; with 100% employer match about $59,179 at 4% or $39,452 at 6%. |
| M. J. Morgan Group Wrap Benefit Plan | - | 108 | - | - | - |
| 2022 | 2 | 643 | $2,172,584 | $361,602 | $562iApproximate average salary by contribution assumption: employee only about $14,059 at 4% or $9,373 at 6%; with 50% employer match about $9,373 at 4% or $6,249 at 6%; with 100% employer match about $7,030 at 4% or $4,686 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 643 | $2,172,584 | $361,602 | $562iApproximate average salary by contribution assumption: employee only about $14,059 at 4% or $9,373 at 6%; with 50% employer match about $9,373 at 4% or $6,249 at 6%; with 100% employer match about $7,030 at 4% or $4,686 at 6%. |
| M. J. Morgan Group Wrap Benefit Plan | - | 324 | - | - | - |
| 2021 | 1 | 733 | $2,384,693 | $530,924 | $724iApproximate average salary by contribution assumption: employee only about $18,108 at 4% or $12,072 at 6%; with 50% employer match about $12,072 at 4% or $8,048 at 6%; with 100% employer match about $9,054 at 4% or $6,036 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 733 | $2,384,693 | $530,924 | $724iApproximate average salary by contribution assumption: employee only about $18,108 at 4% or $12,072 at 6%; with 50% employer match about $12,072 at 4% or $8,048 at 6%; with 100% employer match about $9,054 at 4% or $6,036 at 6%. |
| 2020 | 1 | 674 | $1,624,632 | $205,123 | $304iApproximate average salary by contribution assumption: employee only about $7,608 at 4% or $5,072 at 6%; with 50% employer match about $5,072 at 4% or $3,382 at 6%; with 100% employer match about $3,804 at 4% or $2,536 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 674 | $1,624,632 | $205,123 | $304iApproximate average salary by contribution assumption: employee only about $7,608 at 4% or $5,072 at 6%; with 50% employer match about $5,072 at 4% or $3,382 at 6%; with 100% employer match about $3,804 at 4% or $2,536 at 6%. |
| 2019 | 1 | 824 | $1,194,815 | $324,087 | $393iApproximate average salary by contribution assumption: employee only about $9,833 at 4% or $6,555 at 6%; with 50% employer match about $6,555 at 4% or $4,370 at 6%; with 100% employer match about $4,916 at 4% or $3,278 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 824 | $1,194,815 | $324,087 | $393iApproximate average salary by contribution assumption: employee only about $9,833 at 4% or $6,555 at 6%; with 50% employer match about $6,555 at 4% or $4,370 at 6%; with 100% employer match about $4,916 at 4% or $3,278 at 6%. |
| 2018 | 1 | 404 | $715,159 | $290,944 | $720iApproximate average salary by contribution assumption: employee only about $18,004 at 4% or $12,003 at 6%; with 50% employer match about $12,003 at 4% or $8,002 at 6%; with 100% employer match about $9,002 at 4% or $6,001 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 404 | $715,159 | $290,944 | $720iApproximate average salary by contribution assumption: employee only about $18,004 at 4% or $12,003 at 6%; with 50% employer match about $12,003 at 4% or $8,002 at 6%; with 100% employer match about $9,002 at 4% or $6,001 at 6%. |
| 2017 | 1 | 193 | $476,999 | $245,320 | $1,271iApproximate average salary by contribution assumption: employee only about $31,777 at 4% or $21,185 at 6%; with 50% employer match about $21,185 at 4% or $14,123 at 6%; with 100% employer match about $15,889 at 4% or $10,592 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 193 | $476,999 | $245,320 | $1,271iApproximate average salary by contribution assumption: employee only about $31,777 at 4% or $21,185 at 6%; with 50% employer match about $21,185 at 4% or $14,123 at 6%; with 100% employer match about $15,889 at 4% or $10,592 at 6%. |
| 2016 | 1 | 222 | $191,253 | $186,264 | $839iApproximate average salary by contribution assumption: employee only about $20,976 at 4% or $13,984 at 6%; with 50% employer match about $13,984 at 4% or $9,323 at 6%; with 100% employer match about $10,488 at 4% or $6,992 at 6%. |
| M. J. Morgan Group LLC 401(K) Profit Sharing Plan and Trust | - | 222 | $191,253 | $186,264 | $839iApproximate average salary by contribution assumption: employee only about $20,976 at 4% or $13,984 at 6%; with 50% employer match about $13,984 at 4% or $9,323 at 6%; with 100% employer match about $10,488 at 4% or $6,992 at 6%. |