Civic Intelligence

Morgan Insurance Agency

Plan context: Morgan Insurance Agency 401K Profit Sharing Plan

EIN 75-1722075 • Lufkin, TX • 27 filings • 4 plans

3708 S Medford DrLufkin, TX 75901
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$7,675,950

2025 Contributions

$380,026

Historical Graphs

Total Assets Over Time

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

$7,675,950$3,837,975$0199920122025YearValue
$7,675,950Latest year 2025

Participants Over Time

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

36180199920122025YearValue
35Latest year 2025

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
2025135$7,675,950$380,026$10,858iApproximate average salary by contribution assumption: employee only about $271,447 at 4% or $180,965 at 6%; with 50% employer match about $180,965 at 4% or $120,643 at 6%; with 100% employer match about $135,724 at 4% or $90,482 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-35$7,675,950$380,026$10,858iApproximate average salary by contribution assumption: employee only about $271,447 at 4% or $180,965 at 6%; with 50% employer match about $180,965 at 4% or $120,643 at 6%; with 100% employer match about $135,724 at 4% or $90,482 at 6%.
2024134$7,586,194$402,103$11,827iApproximate average salary by contribution assumption: employee only about $295,664 at 4% or $197,109 at 6%; with 50% employer match about $197,109 at 4% or $131,406 at 6%; with 100% employer match about $147,832 at 4% or $98,555 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-34$7,586,194$402,103$11,827iApproximate average salary by contribution assumption: employee only about $295,664 at 4% or $197,109 at 6%; with 50% employer match about $197,109 at 4% or $131,406 at 6%; with 100% employer match about $147,832 at 4% or $98,555 at 6%.
2023133$6,536,811$405,271$12,281iApproximate average salary by contribution assumption: employee only about $307,023 at 4% or $204,682 at 6%; with 50% employer match about $204,682 at 4% or $136,455 at 6%; with 100% employer match about $153,512 at 4% or $102,341 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-33$6,536,811$405,271$12,281iApproximate average salary by contribution assumption: employee only about $307,023 at 4% or $204,682 at 6%; with 50% employer match about $204,682 at 4% or $136,455 at 6%; with 100% employer match about $153,512 at 4% or $102,341 at 6%.
2022133$5,341,696$348,366$10,557iApproximate average salary by contribution assumption: employee only about $263,914 at 4% or $175,942 at 6%; with 50% employer match about $175,942 at 4% or $117,295 at 6%; with 100% employer match about $131,957 at 4% or $87,971 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-33$5,341,696$348,366$10,557iApproximate average salary by contribution assumption: employee only about $263,914 at 4% or $175,942 at 6%; with 50% employer match about $175,942 at 4% or $117,295 at 6%; with 100% employer match about $131,957 at 4% or $87,971 at 6%.
2021136$7,381,118$300,525$8,348iApproximate average salary by contribution assumption: employee only about $208,698 at 4% or $139,132 at 6%; with 50% employer match about $139,132 at 4% or $92,755 at 6%; with 100% employer match about $104,349 at 4% or $69,566 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-36$7,381,118$300,525$8,348iApproximate average salary by contribution assumption: employee only about $208,698 at 4% or $139,132 at 6%; with 50% employer match about $139,132 at 4% or $92,755 at 6%; with 100% employer match about $104,349 at 4% or $69,566 at 6%.
2020126$5,748,393$242,383$9,322iApproximate average salary by contribution assumption: employee only about $233,061 at 4% or $155,374 at 6%; with 50% employer match about $155,374 at 4% or $103,582 at 6%; with 100% employer match about $116,530 at 4% or $77,687 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-26$5,748,393$242,383$9,322iApproximate average salary by contribution assumption: employee only about $233,061 at 4% or $155,374 at 6%; with 50% employer match about $155,374 at 4% or $103,582 at 6%; with 100% employer match about $116,530 at 4% or $77,687 at 6%.
2019125$4,994,716$187,716$7,509iApproximate average salary by contribution assumption: employee only about $187,716 at 4% or $125,144 at 6%; with 50% employer match about $125,144 at 4% or $83,429 at 6%; with 100% employer match about $93,858 at 4% or $62,572 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-25$4,994,716$187,716$7,509iApproximate average salary by contribution assumption: employee only about $187,716 at 4% or $125,144 at 6%; with 50% employer match about $125,144 at 4% or $83,429 at 6%; with 100% employer match about $93,858 at 4% or $62,572 at 6%.
2018126$4,585,037$259,990$10,000iApproximate average salary by contribution assumption: employee only about $249,990 at 4% or $166,660 at 6%; with 50% employer match about $166,660 at 4% or $111,107 at 6%; with 100% employer match about $124,995 at 4% or $83,330 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-26$4,585,037$259,990$10,000iApproximate average salary by contribution assumption: employee only about $249,990 at 4% or $166,660 at 6%; with 50% employer match about $166,660 at 4% or $111,107 at 6%; with 100% employer match about $124,995 at 4% or $83,330 at 6%.
2017124$4,765,580$181,496$7,562iApproximate average salary by contribution assumption: employee only about $189,058 at 4% or $126,039 at 6%; with 50% employer match about $126,039 at 4% or $84,026 at 6%; with 100% employer match about $94,529 at 4% or $63,019 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-24$4,765,580$181,496$7,562iApproximate average salary by contribution assumption: employee only about $189,058 at 4% or $126,039 at 6%; with 50% employer match about $126,039 at 4% or $84,026 at 6%; with 100% employer match about $94,529 at 4% or $63,019 at 6%.
2016122$4,022,721$184,689$8,395iApproximate average salary by contribution assumption: employee only about $209,874 at 4% or $139,916 at 6%; with 50% employer match about $139,916 at 4% or $93,277 at 6%; with 100% employer match about $104,937 at 4% or $69,958 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-22$4,022,721$184,689$8,395iApproximate average salary by contribution assumption: employee only about $209,874 at 4% or $139,916 at 6%; with 50% employer match about $139,916 at 4% or $93,277 at 6%; with 100% employer match about $104,937 at 4% or $69,958 at 6%.
2015121$3,856,068$201,618$9,601iApproximate average salary by contribution assumption: employee only about $240,021 at 4% or $160,014 at 6%; with 50% employer match about $160,014 at 4% or $106,676 at 6%; with 100% employer match about $120,011 at 4% or $80,007 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-21$3,856,068$201,618$9,601iApproximate average salary by contribution assumption: employee only about $240,021 at 4% or $160,014 at 6%; with 50% employer match about $160,014 at 4% or $106,676 at 6%; with 100% employer match about $120,011 at 4% or $80,007 at 6%.
2014120$3,728,224$171,838$8,592iApproximate average salary by contribution assumption: employee only about $214,798 at 4% or $143,198 at 6%; with 50% employer match about $143,198 at 4% or $95,466 at 6%; with 100% employer match about $107,399 at 4% or $71,599 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-20$3,728,224$171,838$8,592iApproximate average salary by contribution assumption: employee only about $214,798 at 4% or $143,198 at 6%; with 50% employer match about $143,198 at 4% or $95,466 at 6%; with 100% employer match about $107,399 at 4% or $71,599 at 6%.
2013120$3,419,411$163,534$8,177iApproximate average salary by contribution assumption: employee only about $204,418 at 4% or $136,278 at 6%; with 50% employer match about $136,278 at 4% or $90,852 at 6%; with 100% employer match about $102,209 at 4% or $68,139 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-20$3,419,411$163,534$8,177iApproximate average salary by contribution assumption: employee only about $204,418 at 4% or $136,278 at 6%; with 50% employer match about $136,278 at 4% or $90,852 at 6%; with 100% employer match about $102,209 at 4% or $68,139 at 6%.
2012120$2,840,025$151,996$7,600iApproximate average salary by contribution assumption: employee only about $189,995 at 4% or $126,663 at 6%; with 50% employer match about $126,663 at 4% or $84,442 at 6%; with 100% employer match about $94,998 at 4% or $63,332 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-20$2,840,025$151,996$7,600iApproximate average salary by contribution assumption: employee only about $189,995 at 4% or $126,663 at 6%; with 50% employer match about $126,663 at 4% or $84,442 at 6%; with 100% employer match about $94,998 at 4% or $63,332 at 6%.
2011118$2,415,240$149,473$8,304iApproximate average salary by contribution assumption: employee only about $207,601 at 4% or $138,401 at 6%; with 50% employer match about $138,401 at 4% or $92,267 at 6%; with 100% employer match about $103,801 at 4% or $69,200 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-18$2,415,240$149,473$8,304iApproximate average salary by contribution assumption: employee only about $207,601 at 4% or $138,401 at 6%; with 50% employer match about $138,401 at 4% or $92,267 at 6%; with 100% employer match about $103,801 at 4% or $69,200 at 6%.
2010119$2,361,697$127,537$6,712iApproximate average salary by contribution assumption: employee only about $167,812 at 4% or $111,875 at 6%; with 50% employer match about $111,875 at 4% or $74,583 at 6%; with 100% employer match about $83,906 at 4% or $55,937 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-19$2,361,697$127,537$6,712iApproximate average salary by contribution assumption: employee only about $167,812 at 4% or $111,875 at 6%; with 50% employer match about $111,875 at 4% or $74,583 at 6%; with 100% employer match about $83,906 at 4% or $55,937 at 6%.
2009119$1,989,961$148,236$7,802iApproximate average salary by contribution assumption: employee only about $195,047 at 4% or $130,032 at 6%; with 50% employer match about $130,032 at 4% or $86,688 at 6%; with 100% employer match about $97,524 at 4% or $65,016 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-19$1,989,961$148,236$7,802iApproximate average salary by contribution assumption: employee only about $195,047 at 4% or $130,032 at 6%; with 50% employer match about $130,032 at 4% or $86,688 at 6%; with 100% employer match about $97,524 at 4% or $65,016 at 6%.
2008117$1,476,042$105,524$6,207iApproximate average salary by contribution assumption: employee only about $155,182 at 4% or $103,455 at 6%; with 50% employer match about $103,455 at 4% or $68,970 at 6%; with 100% employer match about $77,591 at 4% or $51,727 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-17$1,476,042$105,524$6,207iApproximate average salary by contribution assumption: employee only about $155,182 at 4% or $103,455 at 6%; with 50% employer match about $103,455 at 4% or $68,970 at 6%; with 100% employer match about $77,591 at 4% or $51,727 at 6%.
2007117$2,079,323$93,361$5,492iApproximate average salary by contribution assumption: employee only about $137,296 at 4% or $91,530 at 6%; with 50% employer match about $91,530 at 4% or $61,020 at 6%; with 100% employer match about $68,648 at 4% or $45,765 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-17$2,079,323$93,361$5,492iApproximate average salary by contribution assumption: employee only about $137,296 at 4% or $91,530 at 6%; with 50% employer match about $91,530 at 4% or $61,020 at 6%; with 100% employer match about $68,648 at 4% or $45,765 at 6%.
2006118$1,921,721$75,527$4,196iApproximate average salary by contribution assumption: employee only about $104,899 at 4% or $69,932 at 6%; with 50% employer match about $69,932 at 4% or $46,622 at 6%; with 100% employer match about $52,449 at 4% or $34,966 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-18$1,921,721$75,527$4,196iApproximate average salary by contribution assumption: employee only about $104,899 at 4% or $69,932 at 6%; with 50% employer match about $69,932 at 4% or $46,622 at 6%; with 100% employer match about $52,449 at 4% or $34,966 at 6%.
2005112$1,723,577$71,444$5,954iApproximate average salary by contribution assumption: employee only about $148,842 at 4% or $99,228 at 6%; with 50% employer match about $99,228 at 4% or $66,152 at 6%; with 100% employer match about $74,421 at 4% or $49,614 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-12$1,723,577$71,444$5,954iApproximate average salary by contribution assumption: employee only about $148,842 at 4% or $99,228 at 6%; with 50% employer match about $99,228 at 4% or $66,152 at 6%; with 100% employer match about $74,421 at 4% or $49,614 at 6%.
2004113$1,555,718$61,892$4,761iApproximate average salary by contribution assumption: employee only about $119,023 at 4% or $79,349 at 6%; with 50% employer match about $79,349 at 4% or $52,899 at 6%; with 100% employer match about $59,512 at 4% or $39,674 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-13$1,555,718$61,892$4,761iApproximate average salary by contribution assumption: employee only about $119,023 at 4% or $79,349 at 6%; with 50% employer match about $79,349 at 4% or $52,899 at 6%; with 100% employer match about $59,512 at 4% or $39,674 at 6%.
2003112$1,349,212$53,029$4,419iApproximate average salary by contribution assumption: employee only about $110,477 at 4% or $73,651 at 6%; with 50% employer match about $73,651 at 4% or $49,101 at 6%; with 100% employer match about $55,239 at 4% or $36,826 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-12$1,349,212$53,029$4,419iApproximate average salary by contribution assumption: employee only about $110,477 at 4% or $73,651 at 6%; with 50% employer match about $73,651 at 4% or $49,101 at 6%; with 100% employer match about $55,239 at 4% or $36,826 at 6%.
2002112$1,059,042$53,080$4,423iApproximate average salary by contribution assumption: employee only about $110,583 at 4% or $73,722 at 6%; with 50% employer match about $73,722 at 4% or $49,148 at 6%; with 100% employer match about $55,292 at 4% or $36,861 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-12$1,059,042$53,080$4,423iApproximate average salary by contribution assumption: employee only about $110,583 at 4% or $73,722 at 6%; with 50% employer match about $73,722 at 4% or $49,148 at 6%; with 100% employer match about $55,292 at 4% or $36,861 at 6%.
200118$1,186,243$51,121$6,390iApproximate average salary by contribution assumption: employee only about $159,753 at 4% or $106,502 at 6%; with 50% employer match about $106,502 at 4% or $71,001 at 6%; with 100% employer match about $79,877 at 4% or $53,251 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-8$1,186,243$51,121$6,390iApproximate average salary by contribution assumption: employee only about $159,753 at 4% or $106,502 at 6%; with 50% employer match about $106,502 at 4% or $71,001 at 6%; with 100% employer match about $79,877 at 4% or $53,251 at 6%.
2000110$1,357,527$47,567$4,757iApproximate average salary by contribution assumption: employee only about $118,918 at 4% or $79,278 at 6%; with 50% employer match about $79,278 at 4% or $52,852 at 6%; with 100% employer match about $59,459 at 4% or $39,639 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-10$1,357,527$47,567$4,757iApproximate average salary by contribution assumption: employee only about $118,918 at 4% or $79,278 at 6%; with 50% employer match about $79,278 at 4% or $52,852 at 6%; with 100% employer match about $59,459 at 4% or $39,639 at 6%.
199917$1,527,816$38,017$5,431iApproximate average salary by contribution assumption: employee only about $135,775 at 4% or $90,517 at 6%; with 50% employer match about $90,517 at 4% or $60,344 at 6%; with 100% employer match about $67,888 at 4% or $45,258 at 6%.
Morgan Insurance Agency 401K Profit Sharing Plan-7$1,527,816$38,017$5,431iApproximate average salary by contribution assumption: employee only about $135,775 at 4% or $90,517 at 6%; with 50% employer match about $90,517 at 4% or $60,344 at 6%; with 100% employer match about $67,888 at 4% or $45,258 at 6%.