Civic Intelligence

Adair, Morris & Osborn PC

Plan context: Adair, Morris & Osborn 401(K) Plan

EIN 75-2078184 • Dallas, TX • 19 filings • 4 plans

325 N Saint Paul St Ste 4100Dallas, TX 75201-3848
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,282,179

2024 Contributions

$172,992

Historical Graphs

Total Assets Over Time

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

$2,912,497$1,456,249$0200620162024YearValue
$2,282,179Latest year 2024

Participants Over Time

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

740200620152024YearValue
4Latest 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
202414$2,282,179$172,992$43,248iApproximate average salary by contribution assumption: employee only about $1,081,200 at 4% or $720,800 at 6%; with 50% employer match about $720,800 at 4% or $480,533 at 6%; with 100% employer match about $540,600 at 4% or $360,400 at 6%.
Adair, Morris & Osborn 401(K) Plan-4$2,282,179$172,992$43,248iApproximate average salary by contribution assumption: employee only about $1,081,200 at 4% or $720,800 at 6%; with 50% employer match about $720,800 at 4% or $480,533 at 6%; with 100% employer match about $540,600 at 4% or $360,400 at 6%.
202315$2,912,497$101,834$20,367iApproximate average salary by contribution assumption: employee only about $509,170 at 4% or $339,447 at 6%; with 50% employer match about $339,447 at 4% or $226,298 at 6%; with 100% employer match about $254,585 at 4% or $169,723 at 6%.
Adair, Morris & Osborn 401(K) Plan-5$2,912,497$101,834$20,367iApproximate average salary by contribution assumption: employee only about $509,170 at 4% or $339,447 at 6%; with 50% employer match about $339,447 at 4% or $226,298 at 6%; with 100% employer match about $254,585 at 4% or $169,723 at 6%.
202215$2,494,876$110,170$22,034iApproximate average salary by contribution assumption: employee only about $550,850 at 4% or $367,233 at 6%; with 50% employer match about $367,233 at 4% or $244,822 at 6%; with 100% employer match about $275,425 at 4% or $183,617 at 6%.
Adair, Morris & Osborn 401(K) Plan-5$2,494,876$110,170$22,034iApproximate average salary by contribution assumption: employee only about $550,850 at 4% or $367,233 at 6%; with 50% employer match about $367,233 at 4% or $244,822 at 6%; with 100% employer match about $275,425 at 4% or $183,617 at 6%.
202116$2,886,642$104,244$17,374iApproximate average salary by contribution assumption: employee only about $434,350 at 4% or $289,567 at 6%; with 50% employer match about $289,567 at 4% or $193,044 at 6%; with 100% employer match about $217,175 at 4% or $144,783 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$2,886,642$104,244$17,374iApproximate average salary by contribution assumption: employee only about $434,350 at 4% or $289,567 at 6%; with 50% employer match about $289,567 at 4% or $193,044 at 6%; with 100% employer match about $217,175 at 4% or $144,783 at 6%.
202016$2,570,274$101,332$16,889iApproximate average salary by contribution assumption: employee only about $422,217 at 4% or $281,478 at 6%; with 50% employer match about $281,478 at 4% or $187,652 at 6%; with 100% employer match about $211,108 at 4% or $140,739 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$2,570,274$101,332$16,889iApproximate average salary by contribution assumption: employee only about $422,217 at 4% or $281,478 at 6%; with 50% employer match about $281,478 at 4% or $187,652 at 6%; with 100% employer match about $211,108 at 4% or $140,739 at 6%.
201916$2,210,687$104,883$17,481iApproximate average salary by contribution assumption: employee only about $437,013 at 4% or $291,342 at 6%; with 50% employer match about $291,342 at 4% or $194,228 at 6%; with 100% employer match about $218,506 at 4% or $145,671 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$2,210,687$104,883$17,481iApproximate average salary by contribution assumption: employee only about $437,013 at 4% or $291,342 at 6%; with 50% employer match about $291,342 at 4% or $194,228 at 6%; with 100% employer match about $218,506 at 4% or $145,671 at 6%.
201816$1,875,874$116,149$19,358iApproximate average salary by contribution assumption: employee only about $483,954 at 4% or $322,636 at 6%; with 50% employer match about $322,636 at 4% or $215,091 at 6%; with 100% employer match about $241,977 at 4% or $161,318 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$1,875,874$116,149$19,358iApproximate average salary by contribution assumption: employee only about $483,954 at 4% or $322,636 at 6%; with 50% employer match about $322,636 at 4% or $215,091 at 6%; with 100% employer match about $241,977 at 4% or $161,318 at 6%.
201717$1,932,416$118,143$16,878iApproximate average salary by contribution assumption: employee only about $421,939 at 4% or $281,293 at 6%; with 50% employer match about $281,293 at 4% or $187,529 at 6%; with 100% employer match about $210,970 at 4% or $140,646 at 6%.
Adair, Morris & Osborn 401(K) Plan-7$1,932,416$118,143$16,878iApproximate average salary by contribution assumption: employee only about $421,939 at 4% or $281,293 at 6%; with 50% employer match about $281,293 at 4% or $187,529 at 6%; with 100% employer match about $210,970 at 4% or $140,646 at 6%.
201617$1,607,446$112,147$16,021iApproximate average salary by contribution assumption: employee only about $400,525 at 4% or $267,017 at 6%; with 50% employer match about $267,017 at 4% or $178,011 at 6%; with 100% employer match about $200,263 at 4% or $133,508 at 6%.
Adair, Morris & Osborn 401(K) Plan-7$1,607,446$112,147$16,021iApproximate average salary by contribution assumption: employee only about $400,525 at 4% or $267,017 at 6%; with 50% employer match about $267,017 at 4% or $178,011 at 6%; with 100% employer match about $200,263 at 4% or $133,508 at 6%.
201517$1,407,788$132,960$18,994iApproximate average salary by contribution assumption: employee only about $474,857 at 4% or $316,571 at 6%; with 50% employer match about $316,571 at 4% or $211,048 at 6%; with 100% employer match about $237,429 at 4% or $158,286 at 6%.
Adair, Morris & Osborn 401(K) Plan-7$1,407,788$132,960$18,994iApproximate average salary by contribution assumption: employee only about $474,857 at 4% or $316,571 at 6%; with 50% employer match about $316,571 at 4% or $211,048 at 6%; with 100% employer match about $237,429 at 4% or $158,286 at 6%.
201416$1,391,083$64,580$10,763iApproximate average salary by contribution assumption: employee only about $269,083 at 4% or $179,389 at 6%; with 50% employer match about $179,389 at 4% or $119,593 at 6%; with 100% employer match about $134,542 at 4% or $89,694 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$1,391,083$64,580$10,763iApproximate average salary by contribution assumption: employee only about $269,083 at 4% or $179,389 at 6%; with 50% employer match about $179,389 at 4% or $119,593 at 6%; with 100% employer match about $134,542 at 4% or $89,694 at 6%.
201316$1,257,338$81,534$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$1,257,338$81,534$13,589iApproximate average salary by contribution assumption: employee only about $339,725 at 4% or $226,483 at 6%; with 50% employer match about $226,483 at 4% or $150,989 at 6%; with 100% employer match about $169,863 at 4% or $113,242 at 6%.
201216$1,010,818$92,191$15,365iApproximate average salary by contribution assumption: employee only about $384,129 at 4% or $256,086 at 6%; with 50% employer match about $256,086 at 4% or $170,724 at 6%; with 100% employer match about $192,065 at 4% or $128,043 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$1,010,818$92,191$15,365iApproximate average salary by contribution assumption: employee only about $384,129 at 4% or $256,086 at 6%; with 50% employer match about $256,086 at 4% or $170,724 at 6%; with 100% employer match about $192,065 at 4% or $128,043 at 6%.
201116$833,073$73,146$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$833,073$73,146$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
201016$784,106$64,754$10,792iApproximate average salary by contribution assumption: employee only about $269,808 at 4% or $179,872 at 6%; with 50% employer match about $179,872 at 4% or $119,915 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$784,106$64,754$10,792iApproximate average salary by contribution assumption: employee only about $269,808 at 4% or $179,872 at 6%; with 50% employer match about $179,872 at 4% or $119,915 at 6%; with 100% employer match about $134,904 at 4% or $89,936 at 6%.
200916$632,687$67,250$11,208iApproximate average salary by contribution assumption: employee only about $280,208 at 4% or $186,806 at 6%; with 50% employer match about $186,806 at 4% or $124,537 at 6%; with 100% employer match about $140,104 at 4% or $93,403 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$632,687$67,250$11,208iApproximate average salary by contribution assumption: employee only about $280,208 at 4% or $186,806 at 6%; with 50% employer match about $186,806 at 4% or $124,537 at 6%; with 100% employer match about $140,104 at 4% or $93,403 at 6%.
200817$432,835$72,549$10,364iApproximate average salary by contribution assumption: employee only about $259,104 at 4% or $172,736 at 6%; with 50% employer match about $172,736 at 4% or $115,157 at 6%; with 100% employer match about $129,552 at 4% or $86,368 at 6%.
Adair, Morris & Osborn 401(K) Plan-7$432,835$72,549$10,364iApproximate average salary by contribution assumption: employee only about $259,104 at 4% or $172,736 at 6%; with 50% employer match about $172,736 at 4% or $115,157 at 6%; with 100% employer match about $129,552 at 4% or $86,368 at 6%.
200716$0$0-
Adair, Morris & Osborn 401(K) Plan-6---
200616$450,583$434,952$72,492iApproximate average salary by contribution assumption: employee only about $1,812,300 at 4% or $1,208,200 at 6%; with 50% employer match about $1,208,200 at 4% or $805,467 at 6%; with 100% employer match about $906,150 at 4% or $604,100 at 6%.
Adair, Morris & Osborn 401(K) Plan-6$450,583$434,952$72,492iApproximate average salary by contribution assumption: employee only about $1,812,300 at 4% or $1,208,200 at 6%; with 50% employer match about $1,208,200 at 4% or $805,467 at 6%; with 100% employer match about $906,150 at 4% or $604,100 at 6%.