Civic Intelligence

Morgan & Weisbrod

Plan context: Morgan & Weisbrod 491K Profit Sharing and Savings Plan

EIN 75-2256782 • Dallas, TX • 27 filings • 5 plans

11551 Forest Central Dr., Suite 300Dallas, TX 75243
Current Snapshot

Latest Year

2023

2023 Participants

109

2023 Assets

$18,412,875

2023 Contributions

$1,581,617

Historical Graphs

Total Assets Over Time

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

$18,624,233$9,312,117$0199920112023YearValue
$18,412,875Latest year 2023

Participants Over Time

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

112560199920122023YearValue
109Latest year 2023

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
20232109$18,412,875$1,581,617$14,510iApproximate average salary by contribution assumption: employee only about $362,756 at 4% or $241,837 at 6%; with 50% employer match about $241,837 at 4% or $161,225 at 6%; with 100% employer match about $181,378 at 4% or $120,919 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-105$9,959,902$1,249,022$11,895iApproximate average salary by contribution assumption: employee only about $297,386 at 4% or $198,257 at 6%; with 50% employer match about $198,257 at 4% or $132,172 at 6%; with 100% employer match about $148,693 at 4% or $99,129 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-109$8,452,973$332,595$3,051iApproximate average salary by contribution assumption: employee only about $76,283 at 4% or $50,856 at 6%; with 50% employer match about $50,856 at 4% or $33,904 at 6%; with 100% employer match about $38,142 at 4% or $25,428 at 6%.
2022184$8,061,329$659,788$7,855iApproximate average salary by contribution assumption: employee only about $196,365 at 4% or $130,910 at 6%; with 50% employer match about $130,910 at 4% or $87,274 at 6%; with 100% employer match about $98,183 at 4% or $65,455 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-84$8,061,329$659,788$7,855iApproximate average salary by contribution assumption: employee only about $196,365 at 4% or $130,910 at 6%; with 50% employer match about $130,910 at 4% or $87,274 at 6%; with 100% employer match about $98,183 at 4% or $65,455 at 6%.
2021276$18,624,233$1,561,633$20,548iApproximate average salary by contribution assumption: employee only about $513,695 at 4% or $342,463 at 6%; with 50% employer match about $342,463 at 4% or $228,309 at 6%; with 100% employer match about $256,848 at 4% or $171,232 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-76$9,416,584$930,190$12,239iApproximate average salary by contribution assumption: employee only about $305,984 at 4% or $203,989 at 6%; with 50% employer match about $203,989 at 4% or $135,993 at 6%; with 100% employer match about $152,992 at 4% or $101,995 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-76$9,207,649$631,443$8,308iApproximate average salary by contribution assumption: employee only about $207,712 at 4% or $138,474 at 6%; with 50% employer match about $138,474 at 4% or $92,316 at 6%; with 100% employer match about $103,856 at 4% or $69,237 at 6%.
20201109$8,534,334$413,969$3,798iApproximate average salary by contribution assumption: employee only about $94,947 at 4% or $63,298 at 6%; with 50% employer match about $63,298 at 4% or $42,199 at 6%; with 100% employer match about $47,474 at 4% or $31,649 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-109$8,534,334$413,969$3,798iApproximate average salary by contribution assumption: employee only about $94,947 at 4% or $63,298 at 6%; with 50% employer match about $63,298 at 4% or $42,199 at 6%; with 100% employer match about $47,474 at 4% or $31,649 at 6%.
20191112$10,192,194$595,379$5,316iApproximate average salary by contribution assumption: employee only about $132,897 at 4% or $88,598 at 6%; with 50% employer match about $88,598 at 4% or $59,065 at 6%; with 100% employer match about $66,449 at 4% or $44,299 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-112$10,192,194$595,379$5,316iApproximate average salary by contribution assumption: employee only about $132,897 at 4% or $88,598 at 6%; with 50% employer match about $88,598 at 4% or $59,065 at 6%; with 100% employer match about $66,449 at 4% or $44,299 at 6%.
20181101$9,449,897$609,949$6,039iApproximate average salary by contribution assumption: employee only about $150,977 at 4% or $100,652 at 6%; with 50% employer match about $100,652 at 4% or $67,101 at 6%; with 100% employer match about $75,489 at 4% or $50,326 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-101$9,449,897$609,949$6,039iApproximate average salary by contribution assumption: employee only about $150,977 at 4% or $100,652 at 6%; with 50% employer match about $100,652 at 4% or $67,101 at 6%; with 100% employer match about $75,489 at 4% or $50,326 at 6%.
20171110$9,798,512$592,907$5,390iApproximate average salary by contribution assumption: employee only about $134,752 at 4% or $89,834 at 6%; with 50% employer match about $89,834 at 4% or $59,890 at 6%; with 100% employer match about $67,376 at 4% or $44,917 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-110$9,798,512$592,907$5,390iApproximate average salary by contribution assumption: employee only about $134,752 at 4% or $89,834 at 6%; with 50% employer match about $89,834 at 4% or $59,890 at 6%; with 100% employer match about $67,376 at 4% or $44,917 at 6%.
20161106$9,044,347$519,056$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-106$9,044,347$519,056$4,897iApproximate average salary by contribution assumption: employee only about $122,419 at 4% or $81,613 at 6%; with 50% employer match about $81,613 at 4% or $54,408 at 6%; with 100% employer match about $61,209 at 4% or $40,806 at 6%.
2015198$8,067,448$538,998$5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-98$8,067,448$538,998$5,500iApproximate average salary by contribution assumption: employee only about $137,499 at 4% or $91,666 at 6%; with 50% employer match about $91,666 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
2014191$7,911,504$455,520$5,006iApproximate average salary by contribution assumption: employee only about $125,143 at 4% or $83,429 at 6%; with 50% employer match about $83,429 at 4% or $55,619 at 6%; with 100% employer match about $62,571 at 4% or $41,714 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-91$7,911,504$455,520$5,006iApproximate average salary by contribution assumption: employee only about $125,143 at 4% or $83,429 at 6%; with 50% employer match about $83,429 at 4% or $55,619 at 6%; with 100% employer match about $62,571 at 4% or $41,714 at 6%.
2013198$7,587,502$463,781$4,732iApproximate average salary by contribution assumption: employee only about $118,311 at 4% or $78,874 at 6%; with 50% employer match about $78,874 at 4% or $52,583 at 6%; with 100% employer match about $59,156 at 4% or $39,437 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-98$7,587,502$463,781$4,732iApproximate average salary by contribution assumption: employee only about $118,311 at 4% or $78,874 at 6%; with 50% employer match about $78,874 at 4% or $52,583 at 6%; with 100% employer match about $59,156 at 4% or $39,437 at 6%.
2012190$7,072,123$551,127$6,124iApproximate average salary by contribution assumption: employee only about $153,091 at 4% or $102,061 at 6%; with 50% employer match about $102,061 at 4% or $68,040 at 6%; with 100% employer match about $76,545 at 4% or $51,030 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-90$7,072,123$551,127$6,124iApproximate average salary by contribution assumption: employee only about $153,091 at 4% or $102,061 at 6%; with 50% employer match about $102,061 at 4% or $68,040 at 6%; with 100% employer match about $76,545 at 4% or $51,030 at 6%.
2011187$6,470,377$458,929$5,275iApproximate average salary by contribution assumption: employee only about $131,876 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,612 at 6%; with 100% employer match about $65,938 at 4% or $43,959 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-87$6,470,377$458,929$5,275iApproximate average salary by contribution assumption: employee only about $131,876 at 4% or $87,917 at 6%; with 50% employer match about $87,917 at 4% or $58,612 at 6%; with 100% employer match about $65,938 at 4% or $43,959 at 6%.
2010186$6,334,947$514,540$5,983iApproximate average salary by contribution assumption: employee only about $149,576 at 4% or $99,717 at 6%; with 50% employer match about $99,717 at 4% or $66,478 at 6%; with 100% employer match about $74,788 at 4% or $49,859 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-86$6,334,947$514,540$5,983iApproximate average salary by contribution assumption: employee only about $149,576 at 4% or $99,717 at 6%; with 50% employer match about $99,717 at 4% or $66,478 at 6%; with 100% employer match about $74,788 at 4% or $49,859 at 6%.
2009183$5,496,672$532,624$6,417iApproximate average salary by contribution assumption: employee only about $160,429 at 4% or $106,953 at 6%; with 50% employer match about $106,953 at 4% or $71,302 at 6%; with 100% employer match about $80,214 at 4% or $53,476 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-83$5,496,672$532,624$6,417iApproximate average salary by contribution assumption: employee only about $160,429 at 4% or $106,953 at 6%; with 50% employer match about $106,953 at 4% or $71,302 at 6%; with 100% employer match about $80,214 at 4% or $53,476 at 6%.
2008154$4,289,184$442,842$8,201iApproximate average salary by contribution assumption: employee only about $205,019 at 4% or $136,680 at 6%; with 50% employer match about $136,680 at 4% or $91,120 at 6%; with 100% employer match about $102,510 at 4% or $68,340 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-54$4,289,184$442,842$8,201iApproximate average salary by contribution assumption: employee only about $205,019 at 4% or $136,680 at 6%; with 50% employer match about $136,680 at 4% or $91,120 at 6%; with 100% employer match about $102,510 at 4% or $68,340 at 6%.
2007146$4,671,618$372,662$8,101iApproximate average salary by contribution assumption: employee only about $202,534 at 4% or $135,022 at 6%; with 50% employer match about $135,022 at 4% or $90,015 at 6%; with 100% employer match about $101,267 at 4% or $67,511 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-46$4,671,618$372,662$8,101iApproximate average salary by contribution assumption: employee only about $202,534 at 4% or $135,022 at 6%; with 50% employer match about $135,022 at 4% or $90,015 at 6%; with 100% employer match about $101,267 at 4% or $67,511 at 6%.
2006138$4,191,945$268,871$7,076iApproximate average salary by contribution assumption: employee only about $176,889 at 4% or $117,926 at 6%; with 50% employer match about $117,926 at 4% or $78,617 at 6%; with 100% employer match about $88,444 at 4% or $58,963 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-38$4,191,945$268,871$7,076iApproximate average salary by contribution assumption: employee only about $176,889 at 4% or $117,926 at 6%; with 50% employer match about $117,926 at 4% or $78,617 at 6%; with 100% employer match about $88,444 at 4% or $58,963 at 6%.
2005137$3,605,687$301,862$8,158iApproximate average salary by contribution assumption: employee only about $203,961 at 4% or $135,974 at 6%; with 50% employer match about $135,974 at 4% or $90,649 at 6%; with 100% employer match about $101,980 at 4% or $67,987 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-37$3,605,687$301,862$8,158iApproximate average salary by contribution assumption: employee only about $203,961 at 4% or $135,974 at 6%; with 50% employer match about $135,974 at 4% or $90,649 at 6%; with 100% employer match about $101,980 at 4% or $67,987 at 6%.
2004143$3,229,213$410,893$9,556iApproximate average salary by contribution assumption: employee only about $238,891 at 4% or $159,261 at 6%; with 50% employer match about $159,261 at 4% or $106,174 at 6%; with 100% employer match about $119,446 at 4% or $79,630 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-43$3,229,213$410,893$9,556iApproximate average salary by contribution assumption: employee only about $238,891 at 4% or $159,261 at 6%; with 50% employer match about $159,261 at 4% or $106,174 at 6%; with 100% employer match about $119,446 at 4% or $79,630 at 6%.
2003140$2,605,383$305,756$7,644iApproximate average salary by contribution assumption: employee only about $191,098 at 4% or $127,398 at 6%; with 50% employer match about $127,398 at 4% or $84,932 at 6%; with 100% employer match about $95,549 at 4% or $63,699 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-40$2,605,383$305,756$7,644iApproximate average salary by contribution assumption: employee only about $191,098 at 4% or $127,398 at 6%; with 50% employer match about $127,398 at 4% or $84,932 at 6%; with 100% employer match about $95,549 at 4% or $63,699 at 6%.
2002141$2,408,252$329,833$8,045iApproximate average salary by contribution assumption: employee only about $201,118 at 4% or $134,078 at 6%; with 50% employer match about $134,078 at 4% or $89,386 at 6%; with 100% employer match about $100,559 at 4% or $67,039 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-41$2,408,252$329,833$8,045iApproximate average salary by contribution assumption: employee only about $201,118 at 4% or $134,078 at 6%; with 50% employer match about $134,078 at 4% or $89,386 at 6%; with 100% employer match about $100,559 at 4% or $67,039 at 6%.
200110$2,719,734$282,619-
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-0$2,719,734$282,619-
2000140$2,915,387$266,397$6,660iApproximate average salary by contribution assumption: employee only about $166,498 at 4% or $110,999 at 6%; with 50% employer match about $110,999 at 4% or $73,999 at 6%; with 100% employer match about $83,249 at 4% or $55,499 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-40$2,915,387$266,397$6,660iApproximate average salary by contribution assumption: employee only about $166,498 at 4% or $110,999 at 6%; with 50% employer match about $110,999 at 4% or $73,999 at 6%; with 100% employer match about $83,249 at 4% or $55,499 at 6%.
1999147$3,019,528$277,787$5,910iApproximate average salary by contribution assumption: employee only about $147,759 at 4% or $98,506 at 6%; with 50% employer match about $98,506 at 4% or $65,671 at 6%; with 100% employer match about $73,880 at 4% or $49,253 at 6%.
Morgan & Weisbrod 491K Profit Sharing and Savings Plan-47$3,019,528$277,787$5,910iApproximate average salary by contribution assumption: employee only about $147,759 at 4% or $98,506 at 6%; with 50% employer match about $98,506 at 4% or $65,671 at 6%; with 100% employer match about $73,880 at 4% or $49,253 at 6%.