Civic Intelligence

HAAS AND DAWE, AN ACCOUNTANCY CORPORATION

Plan context: Morton Alan Haas & Co. 401K Profit Sharing Plan

EIN 71-0872496 • 23 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$10,166,609

2024 Contributions

$379,267

Historical Graphs

Total Assets Over Time

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

$10,166,609$5,083,305$0200220142024YearValue
$10,166,609Latest year 2024

Participants Over Time

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

23120200220132024YearValue
23Latest 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
2024123$10,166,609$379,267$16,490iApproximate average salary by contribution assumption: employee only about $412,247 at 4% or $274,831 at 6%; with 50% employer match about $274,831 at 4% or $183,221 at 6%; with 100% employer match about $206,123 at 4% or $137,416 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-23$10,166,609$379,267$16,490iApproximate average salary by contribution assumption: employee only about $412,247 at 4% or $274,831 at 6%; with 50% employer match about $274,831 at 4% or $183,221 at 6%; with 100% employer match about $206,123 at 4% or $137,416 at 6%.
2023121$9,038,913$411,954$19,617iApproximate average salary by contribution assumption: employee only about $490,421 at 4% or $326,948 at 6%; with 50% employer match about $326,948 at 4% or $217,965 at 6%; with 100% employer match about $245,211 at 4% or $163,474 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-21$9,038,913$411,954$19,617iApproximate average salary by contribution assumption: employee only about $490,421 at 4% or $326,948 at 6%; with 50% employer match about $326,948 at 4% or $217,965 at 6%; with 100% employer match about $245,211 at 4% or $163,474 at 6%.
2022118$7,818,824$378,652$21,036iApproximate average salary by contribution assumption: employee only about $525,906 at 4% or $350,604 at 6%; with 50% employer match about $350,604 at 4% or $233,736 at 6%; with 100% employer match about $262,953 at 4% or $175,302 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-18$7,818,824$378,652$21,036iApproximate average salary by contribution assumption: employee only about $525,906 at 4% or $350,604 at 6%; with 50% employer match about $350,604 at 4% or $233,736 at 6%; with 100% employer match about $262,953 at 4% or $175,302 at 6%.
2021117$8,142,866$364,278$21,428iApproximate average salary by contribution assumption: employee only about $535,703 at 4% or $357,135 at 6%; with 50% employer match about $357,135 at 4% or $238,090 at 6%; with 100% employer match about $267,851 at 4% or $178,568 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-17$8,142,866$364,278$21,428iApproximate average salary by contribution assumption: employee only about $535,703 at 4% or $357,135 at 6%; with 50% employer match about $357,135 at 4% or $238,090 at 6%; with 100% employer match about $267,851 at 4% or $178,568 at 6%.
2020122$7,162,372$347,325$15,788iApproximate average salary by contribution assumption: employee only about $394,688 at 4% or $263,125 at 6%; with 50% employer match about $263,125 at 4% or $175,417 at 6%; with 100% employer match about $197,344 at 4% or $131,563 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-22$7,162,372$347,325$15,788iApproximate average salary by contribution assumption: employee only about $394,688 at 4% or $263,125 at 6%; with 50% employer match about $263,125 at 4% or $175,417 at 6%; with 100% employer match about $197,344 at 4% or $131,563 at 6%.
2019117$6,180,867$310,161$18,245iApproximate average salary by contribution assumption: employee only about $456,119 at 4% or $304,079 at 6%; with 50% employer match about $304,079 at 4% or $202,720 at 6%; with 100% employer match about $228,060 at 4% or $152,040 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-17$6,180,867$310,161$18,245iApproximate average salary by contribution assumption: employee only about $456,119 at 4% or $304,079 at 6%; with 50% employer match about $304,079 at 4% or $202,720 at 6%; with 100% employer match about $228,060 at 4% or $152,040 at 6%.
2018118$5,574,320$344,954$19,164iApproximate average salary by contribution assumption: employee only about $479,103 at 4% or $319,402 at 6%; with 50% employer match about $319,402 at 4% or $212,935 at 6%; with 100% employer match about $239,551 at 4% or $159,701 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-18$5,574,320$344,954$19,164iApproximate average salary by contribution assumption: employee only about $479,103 at 4% or $319,402 at 6%; with 50% employer match about $319,402 at 4% or $212,935 at 6%; with 100% employer match about $239,551 at 4% or $159,701 at 6%.
2017118$5,340,630$219,210$12,178iApproximate average salary by contribution assumption: employee only about $304,458 at 4% or $202,972 at 6%; with 50% employer match about $202,972 at 4% or $135,315 at 6%; with 100% employer match about $152,229 at 4% or $101,486 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-18$5,340,630$219,210$12,178iApproximate average salary by contribution assumption: employee only about $304,458 at 4% or $202,972 at 6%; with 50% employer match about $202,972 at 4% or $135,315 at 6%; with 100% employer match about $152,229 at 4% or $101,486 at 6%.
2016116$4,680,750$208,745$13,047iApproximate average salary by contribution assumption: employee only about $326,164 at 4% or $217,443 at 6%; with 50% employer match about $217,443 at 4% or $144,962 at 6%; with 100% employer match about $163,082 at 4% or $108,721 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-16$4,680,750$208,745$13,047iApproximate average salary by contribution assumption: employee only about $326,164 at 4% or $217,443 at 6%; with 50% employer match about $217,443 at 4% or $144,962 at 6%; with 100% employer match about $163,082 at 4% or $108,721 at 6%.
2015114$4,194,929$173,772$12,412iApproximate average salary by contribution assumption: employee only about $310,307 at 4% or $206,871 at 6%; with 50% employer match about $206,871 at 4% or $137,914 at 6%; with 100% employer match about $155,154 at 4% or $103,436 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-14$4,194,929$173,772$12,412iApproximate average salary by contribution assumption: employee only about $310,307 at 4% or $206,871 at 6%; with 50% employer match about $206,871 at 4% or $137,914 at 6%; with 100% employer match about $155,154 at 4% or $103,436 at 6%.
2014116$3,969,464$105,648$6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,538 at 4% or $55,025 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-16$3,969,464$105,648$6,603iApproximate average salary by contribution assumption: employee only about $165,075 at 4% or $110,050 at 6%; with 50% employer match about $110,050 at 4% or $73,367 at 6%; with 100% employer match about $82,538 at 4% or $55,025 at 6%.
2013116$3,607,567$105,209$6,576iApproximate average salary by contribution assumption: employee only about $164,389 at 4% or $109,593 at 6%; with 50% employer match about $109,593 at 4% or $73,062 at 6%; with 100% employer match about $82,195 at 4% or $54,796 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-16$3,607,567$105,209$6,576iApproximate average salary by contribution assumption: employee only about $164,389 at 4% or $109,593 at 6%; with 50% employer match about $109,593 at 4% or $73,062 at 6%; with 100% employer match about $82,195 at 4% or $54,796 at 6%.
2012116$3,228,228$111,091$6,943iApproximate average salary by contribution assumption: employee only about $173,580 at 4% or $115,720 at 6%; with 50% employer match about $115,720 at 4% or $77,147 at 6%; with 100% employer match about $86,790 at 4% or $57,860 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-16$3,228,228$111,091$6,943iApproximate average salary by contribution assumption: employee only about $173,580 at 4% or $115,720 at 6%; with 50% employer match about $115,720 at 4% or $77,147 at 6%; with 100% employer match about $86,790 at 4% or $57,860 at 6%.
2011119$2,918,734$121,507$6,395iApproximate average salary by contribution assumption: employee only about $159,878 at 4% or $106,585 at 6%; with 50% employer match about $106,585 at 4% or $71,057 at 6%; with 100% employer match about $79,939 at 4% or $53,293 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-19$2,918,734$121,507$6,395iApproximate average salary by contribution assumption: employee only about $159,878 at 4% or $106,585 at 6%; with 50% employer match about $106,585 at 4% or $71,057 at 6%; with 100% employer match about $79,939 at 4% or $53,293 at 6%.
2010118$2,899,405$132,087$7,338iApproximate average salary by contribution assumption: employee only about $183,454 at 4% or $122,303 at 6%; with 50% employer match about $122,303 at 4% or $81,535 at 6%; with 100% employer match about $91,727 at 4% or $61,151 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-18$2,899,405$132,087$7,338iApproximate average salary by contribution assumption: employee only about $183,454 at 4% or $122,303 at 6%; with 50% employer match about $122,303 at 4% or $81,535 at 6%; with 100% employer match about $91,727 at 4% or $61,151 at 6%.
2009117$2,563,345$135,611$7,977iApproximate average salary by contribution assumption: employee only about $199,428 at 4% or $132,952 at 6%; with 50% employer match about $132,952 at 4% or $88,635 at 6%; with 100% employer match about $99,714 at 4% or $66,476 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-17$2,563,345$135,611$7,977iApproximate average salary by contribution assumption: employee only about $199,428 at 4% or $132,952 at 6%; with 50% employer match about $132,952 at 4% or $88,635 at 6%; with 100% employer match about $99,714 at 4% or $66,476 at 6%.
2008117$2,272,054$91,390$5,376iApproximate average salary by contribution assumption: employee only about $134,397 at 4% or $89,598 at 6%; with 50% employer match about $89,598 at 4% or $59,732 at 6%; with 100% employer match about $67,199 at 4% or $44,799 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-17$2,272,054$91,390$5,376iApproximate average salary by contribution assumption: employee only about $134,397 at 4% or $89,598 at 6%; with 50% employer match about $89,598 at 4% or $59,732 at 6%; with 100% employer match about $67,199 at 4% or $44,799 at 6%.
2007115$0$0-
Morton Alan Haas & Co. 401K Profit Sharing Plan-15---
2006112$2,234,412$197,493$16,458iApproximate average salary by contribution assumption: employee only about $411,444 at 4% or $274,296 at 6%; with 50% employer match about $274,296 at 4% or $182,864 at 6%; with 100% employer match about $205,722 at 4% or $137,148 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-12$2,234,412$197,493$16,458iApproximate average salary by contribution assumption: employee only about $411,444 at 4% or $274,296 at 6%; with 50% employer match about $274,296 at 4% or $182,864 at 6%; with 100% employer match about $205,722 at 4% or $137,148 at 6%.
2005115$2,039,896$194,911$12,994iApproximate average salary by contribution assumption: employee only about $324,852 at 4% or $216,568 at 6%; with 50% employer match about $216,568 at 4% or $144,379 at 6%; with 100% employer match about $162,426 at 4% or $108,284 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-15$2,039,896$194,911$12,994iApproximate average salary by contribution assumption: employee only about $324,852 at 4% or $216,568 at 6%; with 50% employer match about $216,568 at 4% or $144,379 at 6%; with 100% employer match about $162,426 at 4% or $108,284 at 6%.
2004116$1,750,005$208,091$13,006iApproximate average salary by contribution assumption: employee only about $325,142 at 4% or $216,761 at 6%; with 50% employer match about $216,761 at 4% or $144,508 at 6%; with 100% employer match about $162,571 at 4% or $108,381 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-16$1,750,005$208,091$13,006iApproximate average salary by contribution assumption: employee only about $325,142 at 4% or $216,761 at 6%; with 50% employer match about $216,761 at 4% or $144,508 at 6%; with 100% employer match about $162,571 at 4% or $108,381 at 6%.
2003116$1,505,848$178,011$11,126iApproximate average salary by contribution assumption: employee only about $278,142 at 4% or $185,428 at 6%; with 50% employer match about $185,428 at 4% or $123,619 at 6%; with 100% employer match about $139,071 at 4% or $92,714 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-16$1,505,848$178,011$11,126iApproximate average salary by contribution assumption: employee only about $278,142 at 4% or $185,428 at 6%; with 50% employer match about $185,428 at 4% or $123,619 at 6%; with 100% employer match about $139,071 at 4% or $92,714 at 6%.
2002113$1,070,118$129,678$9,975iApproximate average salary by contribution assumption: employee only about $249,381 at 4% or $166,254 at 6%; with 50% employer match about $166,254 at 4% or $110,836 at 6%; with 100% employer match about $124,690 at 4% or $83,127 at 6%.
Morton Alan Haas & Co. 401K Profit Sharing Plan-13$1,070,118$129,678$9,975iApproximate average salary by contribution assumption: employee only about $249,381 at 4% or $166,254 at 6%; with 50% employer match about $166,254 at 4% or $110,836 at 6%; with 100% employer match about $124,690 at 4% or $83,127 at 6%.