Civic Intelligence

Bumgardner, Morrison & Company, L.L.P.

Plan context: Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan

EIN 74-1194944 • Victoria, TX • 26 filings • 5 plans

P O Box 3750Victoria, TX 77904
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$2,370,786

2024 Contributions

$79,669

Historical Graphs

Total Assets Over Time

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

$2,705,858$1,352,929$0199920122024YearValue
$2,370,786Latest year 2024

Participants Over Time

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

27140199920122024YearValue
22Latest 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
2024122$2,370,786$79,669$3,621iApproximate average salary by contribution assumption: employee only about $90,533 at 4% or $60,355 at 6%; with 50% employer match about $60,355 at 4% or $40,237 at 6%; with 100% employer match about $45,266 at 4% or $30,178 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-22$2,370,786$79,669$3,621iApproximate average salary by contribution assumption: employee only about $90,533 at 4% or $60,355 at 6%; with 50% employer match about $60,355 at 4% or $40,237 at 6%; with 100% employer match about $45,266 at 4% or $30,178 at 6%.
2023120$2,093,562$75,209$3,760iApproximate average salary by contribution assumption: employee only about $94,011 at 4% or $62,674 at 6%; with 50% employer match about $62,674 at 4% or $41,783 at 6%; with 100% employer match about $47,006 at 4% or $31,337 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-20$2,093,562$75,209$3,760iApproximate average salary by contribution assumption: employee only about $94,011 at 4% or $62,674 at 6%; with 50% employer match about $62,674 at 4% or $41,783 at 6%; with 100% employer match about $47,006 at 4% or $31,337 at 6%.
2022121$2,047,590$99,047$4,717iApproximate average salary by contribution assumption: employee only about $117,913 at 4% or $78,609 at 6%; with 50% employer match about $78,609 at 4% or $52,406 at 6%; with 100% employer match about $58,957 at 4% or $39,304 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-21$2,047,590$99,047$4,717iApproximate average salary by contribution assumption: employee only about $117,913 at 4% or $78,609 at 6%; with 50% employer match about $78,609 at 4% or $52,406 at 6%; with 100% employer match about $58,957 at 4% or $39,304 at 6%.
2021123$2,327,351$94,237$4,097iApproximate average salary by contribution assumption: employee only about $102,432 at 4% or $68,288 at 6%; with 50% employer match about $68,288 at 4% or $45,525 at 6%; with 100% employer match about $51,216 at 4% or $34,144 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-23$2,327,351$94,237$4,097iApproximate average salary by contribution assumption: employee only about $102,432 at 4% or $68,288 at 6%; with 50% employer match about $68,288 at 4% or $45,525 at 6%; with 100% employer match about $51,216 at 4% or $34,144 at 6%.
2020121$2,206,850$84,983$4,047iApproximate average salary by contribution assumption: employee only about $101,170 at 4% or $67,447 at 6%; with 50% employer match about $67,447 at 4% or $44,965 at 6%; with 100% employer match about $50,585 at 4% or $33,723 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-21$2,206,850$84,983$4,047iApproximate average salary by contribution assumption: employee only about $101,170 at 4% or $67,447 at 6%; with 50% employer match about $67,447 at 4% or $44,965 at 6%; with 100% employer match about $50,585 at 4% or $33,723 at 6%.
2019123$1,992,594$123,192$5,356iApproximate average salary by contribution assumption: employee only about $133,904 at 4% or $89,270 at 6%; with 50% employer match about $89,270 at 4% or $59,513 at 6%; with 100% employer match about $66,952 at 4% or $44,635 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-23$1,992,594$123,192$5,356iApproximate average salary by contribution assumption: employee only about $133,904 at 4% or $89,270 at 6%; with 50% employer match about $89,270 at 4% or $59,513 at 6%; with 100% employer match about $66,952 at 4% or $44,635 at 6%.
2018127$2,646,881$242,209$8,971iApproximate average salary by contribution assumption: employee only about $224,268 at 4% or $149,512 at 6%; with 50% employer match about $149,512 at 4% or $99,674 at 6%; with 100% employer match about $112,134 at 4% or $74,756 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-27$2,646,881$242,209$8,971iApproximate average salary by contribution assumption: employee only about $224,268 at 4% or $149,512 at 6%; with 50% employer match about $149,512 at 4% or $99,674 at 6%; with 100% employer match about $112,134 at 4% or $74,756 at 6%.
2017126$2,705,858$246,564$9,483iApproximate average salary by contribution assumption: employee only about $237,081 at 4% or $158,054 at 6%; with 50% employer match about $158,054 at 4% or $105,369 at 6%; with 100% employer match about $118,540 at 4% or $79,027 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-26$2,705,858$246,564$9,483iApproximate average salary by contribution assumption: employee only about $237,081 at 4% or $158,054 at 6%; with 50% employer match about $158,054 at 4% or $105,369 at 6%; with 100% employer match about $118,540 at 4% or $79,027 at 6%.
2016125$2,660,897$188,902$7,556iApproximate average salary by contribution assumption: employee only about $188,902 at 4% or $125,935 at 6%; with 50% employer match about $125,935 at 4% or $83,956 at 6%; with 100% employer match about $94,451 at 4% or $62,967 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-25$2,660,897$188,902$7,556iApproximate average salary by contribution assumption: employee only about $188,902 at 4% or $125,935 at 6%; with 50% employer match about $125,935 at 4% or $83,956 at 6%; with 100% employer match about $94,451 at 4% or $62,967 at 6%.
2015126$2,287,994$190,170$7,314iApproximate average salary by contribution assumption: employee only about $182,856 at 4% or $121,904 at 6%; with 50% employer match about $121,904 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-26$2,287,994$190,170$7,314iApproximate average salary by contribution assumption: employee only about $182,856 at 4% or $121,904 at 6%; with 50% employer match about $121,904 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
2014127$2,453,721$110,124$4,079iApproximate average salary by contribution assumption: employee only about $101,967 at 4% or $67,978 at 6%; with 50% employer match about $67,978 at 4% or $45,319 at 6%; with 100% employer match about $50,983 at 4% or $33,989 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-27$2,453,721$110,124$4,079iApproximate average salary by contribution assumption: employee only about $101,967 at 4% or $67,978 at 6%; with 50% employer match about $67,978 at 4% or $45,319 at 6%; with 100% employer match about $50,983 at 4% or $33,989 at 6%.
2013123$2,295,224$96,365$4,190iApproximate average salary by contribution assumption: employee only about $104,745 at 4% or $69,830 at 6%; with 50% employer match about $69,830 at 4% or $46,553 at 6%; with 100% employer match about $52,372 at 4% or $34,915 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-23$2,295,224$96,365$4,190iApproximate average salary by contribution assumption: employee only about $104,745 at 4% or $69,830 at 6%; with 50% employer match about $69,830 at 4% or $46,553 at 6%; with 100% employer match about $52,372 at 4% or $34,915 at 6%.
2012125$2,061,379$76,652$3,066iApproximate average salary by contribution assumption: employee only about $76,652 at 4% or $51,101 at 6%; with 50% employer match about $51,101 at 4% or $34,068 at 6%; with 100% employer match about $38,326 at 4% or $25,551 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-25$2,061,379$76,652$3,066iApproximate average salary by contribution assumption: employee only about $76,652 at 4% or $51,101 at 6%; with 50% employer match about $51,101 at 4% or $34,068 at 6%; with 100% employer match about $38,326 at 4% or $25,551 at 6%.
2011127$1,843,503$74,806$2,771iApproximate average salary by contribution assumption: employee only about $69,265 at 4% or $46,177 at 6%; with 50% employer match about $46,177 at 4% or $30,784 at 6%; with 100% employer match about $34,632 at 4% or $23,088 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-27$1,843,503$74,806$2,771iApproximate average salary by contribution assumption: employee only about $69,265 at 4% or $46,177 at 6%; with 50% employer match about $46,177 at 4% or $30,784 at 6%; with 100% employer match about $34,632 at 4% or $23,088 at 6%.
2010116$1,820,780$65,511$4,094iApproximate average salary by contribution assumption: employee only about $102,361 at 4% or $68,241 at 6%; with 50% employer match about $68,241 at 4% or $45,494 at 6%; with 100% employer match about $51,180 at 4% or $34,120 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-16$1,820,780$65,511$4,094iApproximate average salary by contribution assumption: employee only about $102,361 at 4% or $68,241 at 6%; with 50% employer match about $68,241 at 4% or $45,494 at 6%; with 100% employer match about $51,180 at 4% or $34,120 at 6%.
2009114$1,538,256$62,440$4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-14$1,538,256$62,440$4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%.
2008112$1,170,801$80,809$6,734iApproximate average salary by contribution assumption: employee only about $168,352 at 4% or $112,235 at 6%; with 50% employer match about $112,235 at 4% or $74,823 at 6%; with 100% employer match about $84,176 at 4% or $56,117 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-12$1,170,801$80,809$6,734iApproximate average salary by contribution assumption: employee only about $168,352 at 4% or $112,235 at 6%; with 50% employer match about $112,235 at 4% or $74,823 at 6%; with 100% employer match about $84,176 at 4% or $56,117 at 6%.
2007114$1,675,599$87,570$6,255iApproximate average salary by contribution assumption: employee only about $156,375 at 4% or $104,250 at 6%; with 50% employer match about $104,250 at 4% or $69,500 at 6%; with 100% employer match about $78,188 at 4% or $52,125 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-14$1,675,599$87,570$6,255iApproximate average salary by contribution assumption: employee only about $156,375 at 4% or $104,250 at 6%; with 50% employer match about $104,250 at 4% or $69,500 at 6%; with 100% employer match about $78,188 at 4% or $52,125 at 6%.
2006118$1,478,839$98,030$5,446iApproximate average salary by contribution assumption: employee only about $136,153 at 4% or $90,769 at 6%; with 50% employer match about $90,769 at 4% or $60,512 at 6%; with 100% employer match about $68,076 at 4% or $45,384 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-18$1,478,839$98,030$5,446iApproximate average salary by contribution assumption: employee only about $136,153 at 4% or $90,769 at 6%; with 50% employer match about $90,769 at 4% or $60,512 at 6%; with 100% employer match about $68,076 at 4% or $45,384 at 6%.
2005119$1,257,569$94,910$4,995iApproximate average salary by contribution assumption: employee only about $124,882 at 4% or $83,254 at 6%; with 50% employer match about $83,254 at 4% or $55,503 at 6%; with 100% employer match about $62,441 at 4% or $41,627 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-19$1,257,569$94,910$4,995iApproximate average salary by contribution assumption: employee only about $124,882 at 4% or $83,254 at 6%; with 50% employer match about $83,254 at 4% or $55,503 at 6%; with 100% employer match about $62,441 at 4% or $41,627 at 6%.
2004117$1,076,527$79,783$4,693iApproximate average salary by contribution assumption: employee only about $117,328 at 4% or $78,219 at 6%; with 50% employer match about $78,219 at 4% or $52,146 at 6%; with 100% employer match about $58,664 at 4% or $39,109 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-17$1,076,527$79,783$4,693iApproximate average salary by contribution assumption: employee only about $117,328 at 4% or $78,219 at 6%; with 50% employer match about $78,219 at 4% or $52,146 at 6%; with 100% employer match about $58,664 at 4% or $39,109 at 6%.
2003117$858,805$70,356$4,139iApproximate average salary by contribution assumption: employee only about $103,465 at 4% or $68,976 at 6%; with 50% employer match about $68,976 at 4% or $45,984 at 6%; with 100% employer match about $51,732 at 4% or $34,488 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-17$858,805$70,356$4,139iApproximate average salary by contribution assumption: employee only about $103,465 at 4% or $68,976 at 6%; with 50% employer match about $68,976 at 4% or $45,984 at 6%; with 100% employer match about $51,732 at 4% or $34,488 at 6%.
2002116$696,729$63,985$3,999iApproximate average salary by contribution assumption: employee only about $99,977 at 4% or $66,651 at 6%; with 50% employer match about $66,651 at 4% or $44,434 at 6%; with 100% employer match about $49,988 at 4% or $33,326 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-16$696,729$63,985$3,999iApproximate average salary by contribution assumption: employee only about $99,977 at 4% or $66,651 at 6%; with 50% employer match about $66,651 at 4% or $44,434 at 6%; with 100% employer match about $49,988 at 4% or $33,326 at 6%.
2001114$813,255$63,328$4,523iApproximate average salary by contribution assumption: employee only about $113,086 at 4% or $75,390 at 6%; with 50% employer match about $75,390 at 4% or $50,260 at 6%; with 100% employer match about $56,543 at 4% or $37,695 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-14$813,255$63,328$4,523iApproximate average salary by contribution assumption: employee only about $113,086 at 4% or $75,390 at 6%; with 50% employer match about $75,390 at 4% or $50,260 at 6%; with 100% employer match about $56,543 at 4% or $37,695 at 6%.
2000113$838,093$63,446$4,880iApproximate average salary by contribution assumption: employee only about $122,012 at 4% or $81,341 at 6%; with 50% employer match about $81,341 at 4% or $54,227 at 6%; with 100% employer match about $61,006 at 4% or $40,671 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-13$838,093$63,446$4,880iApproximate average salary by contribution assumption: employee only about $122,012 at 4% or $81,341 at 6%; with 50% employer match about $81,341 at 4% or $54,227 at 6%; with 100% employer match about $61,006 at 4% or $40,671 at 6%.
1999116$1,032,394$68,526$4,283iApproximate average salary by contribution assumption: employee only about $107,072 at 4% or $71,381 at 6%; with 50% employer match about $71,381 at 4% or $47,588 at 6%; with 100% employer match about $53,536 at 4% or $35,691 at 6%.
Bumgardner, Morrison & Co., L.L.P. 401(K) Profit Sharing Plan-16$1,032,394$68,526$4,283iApproximate average salary by contribution assumption: employee only about $107,072 at 4% or $71,381 at 6%; with 50% employer match about $71,381 at 4% or $47,588 at 6%; with 100% employer match about $53,536 at 4% or $35,691 at 6%.