Civic Intelligence

The Morningstar Group

Plan context: The Morningstar Group Employees Savings and Profit Sharing Plan

EIN 75-2217488 • 1 filings • 1 plans

Current Snapshot

Latest Year

1999

1999 Participants

682

1999 Assets

$4,225,165

1999 Contributions

$748,273

Historical Graphs

Total Assets Over Time

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

$4,225,165$2,112,583$01999YearValue
$4,225,165Latest year 1999

Participants Over Time

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

68234101999YearValue
682Latest year 1999

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
19991682$4,225,165$748,273$1,097iApproximate average salary by contribution assumption: employee only about $27,429 at 4% or $18,286 at 6%; with 50% employer match about $18,286 at 4% or $12,191 at 6%; with 100% employer match about $13,715 at 4% or $9,143 at 6%.
The Morningstar Group Employees Savings and Profit Sharing Plan-682$4,225,165$748,273$1,097iApproximate average salary by contribution assumption: employee only about $27,429 at 4% or $18,286 at 6%; with 50% employer match about $18,286 at 4% or $12,191 at 6%; with 100% employer match about $13,715 at 4% or $9,143 at 6%.