Morris Allen & Bermudez PLLC
Plan context: Morris Allen & Bermudez 401(K) Plan
EIN 74-3012072 • New Braunfels, TX • 9 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
9
2020 Assets
$225,847
2020 Contributions
$32,600
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Morris Allen & Bermudez 401(K) Plan | - | 0 | $0 | $0 | - |
| 2019 | 1 | 9 | $225,847 | $32,600 | $3,622iApproximate average salary by contribution assumption: employee only about $90,556 at 4% or $60,370 at 6%; with 50% employer match about $60,370 at 4% or $40,247 at 6%; with 100% employer match about $45,278 at 4% or $30,185 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 9 | $225,847 | $32,600 | $3,622iApproximate average salary by contribution assumption: employee only about $90,556 at 4% or $60,370 at 6%; with 50% employer match about $60,370 at 4% or $40,247 at 6%; with 100% employer match about $45,278 at 4% or $30,185 at 6%. |
| 2018 | 1 | 8 | $177,250 | $23,053 | $2,882iApproximate average salary by contribution assumption: employee only about $72,041 at 4% or $48,027 at 6%; with 50% employer match about $48,027 at 4% or $32,018 at 6%; with 100% employer match about $36,020 at 4% or $24,014 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 8 | $177,250 | $23,053 | $2,882iApproximate average salary by contribution assumption: employee only about $72,041 at 4% or $48,027 at 6%; with 50% employer match about $48,027 at 4% or $32,018 at 6%; with 100% employer match about $36,020 at 4% or $24,014 at 6%. |
| 2017 | 1 | 7 | $167,350 | $28,052 | $4,007iApproximate average salary by contribution assumption: employee only about $100,186 at 4% or $66,790 at 6%; with 50% employer match about $66,790 at 4% or $44,527 at 6%; with 100% employer match about $50,093 at 4% or $33,395 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 7 | $167,350 | $28,052 | $4,007iApproximate average salary by contribution assumption: employee only about $100,186 at 4% or $66,790 at 6%; with 50% employer match about $66,790 at 4% or $44,527 at 6%; with 100% employer match about $50,093 at 4% or $33,395 at 6%. |
| 2016 | 1 | 7 | $117,138 | $19,782 | $2,826iApproximate average salary by contribution assumption: employee only about $70,650 at 4% or $47,100 at 6%; with 50% employer match about $47,100 at 4% or $31,400 at 6%; with 100% employer match about $35,325 at 4% or $23,550 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 7 | $117,138 | $19,782 | $2,826iApproximate average salary by contribution assumption: employee only about $70,650 at 4% or $47,100 at 6%; with 50% employer match about $47,100 at 4% or $31,400 at 6%; with 100% employer match about $35,325 at 4% or $23,550 at 6%. |
| 2015 | 1 | 5 | $101,937 | $30,622 | $6,124iApproximate average salary by contribution assumption: employee only about $153,110 at 4% or $102,073 at 6%; with 50% employer match about $102,073 at 4% or $68,049 at 6%; with 100% employer match about $76,555 at 4% or $51,037 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 5 | $101,937 | $30,622 | $6,124iApproximate average salary by contribution assumption: employee only about $153,110 at 4% or $102,073 at 6%; with 50% employer match about $102,073 at 4% or $68,049 at 6%; with 100% employer match about $76,555 at 4% or $51,037 at 6%. |
| 2014 | 1 | 5 | $73,621 | $9,351 | $1,870iApproximate average salary by contribution assumption: employee only about $46,755 at 4% or $31,170 at 6%; with 50% employer match about $31,170 at 4% or $20,780 at 6%; with 100% employer match about $23,378 at 4% or $15,585 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 5 | $73,621 | $9,351 | $1,870iApproximate average salary by contribution assumption: employee only about $46,755 at 4% or $31,170 at 6%; with 50% employer match about $31,170 at 4% or $20,780 at 6%; with 100% employer match about $23,378 at 4% or $15,585 at 6%. |
| 2013 | 1 | 6 | $62,167 | $22,016 | $3,669iApproximate average salary by contribution assumption: employee only about $91,733 at 4% or $61,156 at 6%; with 50% employer match about $61,156 at 4% or $40,770 at 6%; with 100% employer match about $45,867 at 4% or $30,578 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 6 | $62,167 | $22,016 | $3,669iApproximate average salary by contribution assumption: employee only about $91,733 at 4% or $61,156 at 6%; with 50% employer match about $61,156 at 4% or $40,770 at 6%; with 100% employer match about $45,867 at 4% or $30,578 at 6%. |
| 2012 | 1 | 6 | $32,846 | $32,228 | $5,371iApproximate average salary by contribution assumption: employee only about $134,283 at 4% or $89,522 at 6%; with 50% employer match about $89,522 at 4% or $59,681 at 6%; with 100% employer match about $67,142 at 4% or $44,761 at 6%. |
| Morris Allen & Bermudez 401(K) Plan | - | 6 | $32,846 | $32,228 | $5,371iApproximate average salary by contribution assumption: employee only about $134,283 at 4% or $89,522 at 6%; with 50% employer match about $89,522 at 4% or $59,681 at 6%; with 100% employer match about $67,142 at 4% or $44,761 at 6%. |