Civic Intelligence

Sheriff & Morgan, P.C.

Plan context: Sheriff & Morgan P.C./Safe Harbor 401(K) Plan

EIN 75-2303848 • Wylie, TX • 23 filings • 4 plans

104 North Birmingham StreetWylie, TX 75098
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$130,456

2024 Contributions

$55,413

Historical Graphs

Total Assets Over Time

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

$571,593$285,797$0200320142024YearValue
$130,456Latest year 2024

Participants Over Time

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

630200220132024YearValue
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$130,456$55,413$13,853iApproximate average salary by contribution assumption: employee only about $346,331 at 4% or $230,888 at 6%; with 50% employer match about $230,888 at 4% or $153,925 at 6%; with 100% employer match about $173,166 at 4% or $115,444 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-4$130,456$55,413$13,853iApproximate average salary by contribution assumption: employee only about $346,331 at 4% or $230,888 at 6%; with 50% employer match about $230,888 at 4% or $153,925 at 6%; with 100% employer match about $173,166 at 4% or $115,444 at 6%.
202315$113,679$70,978$14,196iApproximate average salary by contribution assumption: employee only about $354,890 at 4% or $236,593 at 6%; with 50% employer match about $236,593 at 4% or $157,729 at 6%; with 100% employer match about $177,445 at 4% or $118,297 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$113,679$70,978$14,196iApproximate average salary by contribution assumption: employee only about $354,890 at 4% or $236,593 at 6%; with 50% employer match about $236,593 at 4% or $157,729 at 6%; with 100% employer match about $177,445 at 4% or $118,297 at 6%.
202214$135,202$63,021$15,755iApproximate average salary by contribution assumption: employee only about $393,881 at 4% or $262,588 at 6%; with 50% employer match about $262,588 at 4% or $175,058 at 6%; with 100% employer match about $196,941 at 4% or $131,294 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-4$135,202$63,021$15,755iApproximate average salary by contribution assumption: employee only about $393,881 at 4% or $262,588 at 6%; with 50% employer match about $262,588 at 4% or $175,058 at 6%; with 100% employer match about $196,941 at 4% or $131,294 at 6%.
202116$571,593$66,030$11,005iApproximate average salary by contribution assumption: employee only about $275,125 at 4% or $183,417 at 6%; with 50% employer match about $183,417 at 4% or $122,278 at 6%; with 100% employer match about $137,563 at 4% or $91,708 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-6$571,593$66,030$11,005iApproximate average salary by contribution assumption: employee only about $275,125 at 4% or $183,417 at 6%; with 50% employer match about $183,417 at 4% or $122,278 at 6%; with 100% employer match about $137,563 at 4% or $91,708 at 6%.
202016$458,764$53,628$8,938iApproximate average salary by contribution assumption: employee only about $223,450 at 4% or $148,967 at 6%; with 50% employer match about $148,967 at 4% or $99,311 at 6%; with 100% employer match about $111,725 at 4% or $74,483 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-6$458,764$53,628$8,938iApproximate average salary by contribution assumption: employee only about $223,450 at 4% or $148,967 at 6%; with 50% employer match about $148,967 at 4% or $99,311 at 6%; with 100% employer match about $111,725 at 4% or $74,483 at 6%.
201915$364,589$55,614$11,123iApproximate average salary by contribution assumption: employee only about $278,070 at 4% or $185,380 at 6%; with 50% employer match about $185,380 at 4% or $123,587 at 6%; with 100% employer match about $139,035 at 4% or $92,690 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$364,589$55,614$11,123iApproximate average salary by contribution assumption: employee only about $278,070 at 4% or $185,380 at 6%; with 50% employer match about $185,380 at 4% or $123,587 at 6%; with 100% employer match about $139,035 at 4% or $92,690 at 6%.
201815$342,879$54,739$10,948iApproximate average salary by contribution assumption: employee only about $273,695 at 4% or $182,463 at 6%; with 50% employer match about $182,463 at 4% or $121,642 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$342,879$54,739$10,948iApproximate average salary by contribution assumption: employee only about $273,695 at 4% or $182,463 at 6%; with 50% employer match about $182,463 at 4% or $121,642 at 6%; with 100% employer match about $136,848 at 4% or $91,232 at 6%.
201715$317,633$51,204$10,241iApproximate average salary by contribution assumption: employee only about $256,020 at 4% or $170,680 at 6%; with 50% employer match about $170,680 at 4% or $113,787 at 6%; with 100% employer match about $128,010 at 4% or $85,340 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$317,633$51,204$10,241iApproximate average salary by contribution assumption: employee only about $256,020 at 4% or $170,680 at 6%; with 50% employer match about $170,680 at 4% or $113,787 at 6%; with 100% employer match about $128,010 at 4% or $85,340 at 6%.
201615$476,617$15,564$3,113iApproximate average salary by contribution assumption: employee only about $77,820 at 4% or $51,880 at 6%; with 50% employer match about $51,880 at 4% or $34,587 at 6%; with 100% employer match about $38,910 at 4% or $25,940 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$476,617$15,564$3,113iApproximate average salary by contribution assumption: employee only about $77,820 at 4% or $51,880 at 6%; with 50% employer match about $51,880 at 4% or $34,587 at 6%; with 100% employer match about $38,910 at 4% or $25,940 at 6%.
201515$434,086$16,001$3,200iApproximate average salary by contribution assumption: employee only about $80,005 at 4% or $53,337 at 6%; with 50% employer match about $53,337 at 4% or $35,558 at 6%; with 100% employer match about $40,003 at 4% or $26,668 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$434,086$16,001$3,200iApproximate average salary by contribution assumption: employee only about $80,005 at 4% or $53,337 at 6%; with 50% employer match about $53,337 at 4% or $35,558 at 6%; with 100% employer match about $40,003 at 4% or $26,668 at 6%.
201415$427,722$26,226$5,245iApproximate average salary by contribution assumption: employee only about $131,130 at 4% or $87,420 at 6%; with 50% employer match about $87,420 at 4% or $58,280 at 6%; with 100% employer match about $65,565 at 4% or $43,710 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$427,722$26,226$5,245iApproximate average salary by contribution assumption: employee only about $131,130 at 4% or $87,420 at 6%; with 50% employer match about $87,420 at 4% or $58,280 at 6%; with 100% employer match about $65,565 at 4% or $43,710 at 6%.
201315$462,283$44,625$8,925iApproximate average salary by contribution assumption: employee only about $223,125 at 4% or $148,750 at 6%; with 50% employer match about $148,750 at 4% or $99,167 at 6%; with 100% employer match about $111,563 at 4% or $74,375 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$462,283$44,625$8,925iApproximate average salary by contribution assumption: employee only about $223,125 at 4% or $148,750 at 6%; with 50% employer match about $148,750 at 4% or $99,167 at 6%; with 100% employer match about $111,563 at 4% or $74,375 at 6%.
201215$339,534$40,982$8,196iApproximate average salary by contribution assumption: employee only about $204,910 at 4% or $136,607 at 6%; with 50% employer match about $136,607 at 4% or $91,071 at 6%; with 100% employer match about $102,455 at 4% or $68,303 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$339,534$40,982$8,196iApproximate average salary by contribution assumption: employee only about $204,910 at 4% or $136,607 at 6%; with 50% employer match about $136,607 at 4% or $91,071 at 6%; with 100% employer match about $102,455 at 4% or $68,303 at 6%.
201116$275,956$23,249$3,875iApproximate average salary by contribution assumption: employee only about $96,871 at 4% or $64,581 at 6%; with 50% employer match about $64,581 at 4% or $43,054 at 6%; with 100% employer match about $48,435 at 4% or $32,290 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-6$275,956$23,249$3,875iApproximate average salary by contribution assumption: employee only about $96,871 at 4% or $64,581 at 6%; with 50% employer match about $64,581 at 4% or $43,054 at 6%; with 100% employer match about $48,435 at 4% or $32,290 at 6%.
201014$266,032$24,244$6,061iApproximate average salary by contribution assumption: employee only about $151,525 at 4% or $101,017 at 6%; with 50% employer match about $101,017 at 4% or $67,344 at 6%; with 100% employer match about $75,763 at 4% or $50,508 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-4$266,032$24,244$6,061iApproximate average salary by contribution assumption: employee only about $151,525 at 4% or $101,017 at 6%; with 50% employer match about $101,017 at 4% or $67,344 at 6%; with 100% employer match about $75,763 at 4% or $50,508 at 6%.
200914$224,091$31,976$7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-4$224,091$31,976$7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%.
200815$157,732$37,120$7,424iApproximate average salary by contribution assumption: employee only about $185,600 at 4% or $123,733 at 6%; with 50% employer match about $123,733 at 4% or $82,489 at 6%; with 100% employer match about $92,800 at 4% or $61,867 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$157,732$37,120$7,424iApproximate average salary by contribution assumption: employee only about $185,600 at 4% or $123,733 at 6%; with 50% employer match about $123,733 at 4% or $82,489 at 6%; with 100% employer match about $92,800 at 4% or $61,867 at 6%.
200714$182,445$40,148$10,037iApproximate average salary by contribution assumption: employee only about $250,925 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,463 at 4% or $83,642 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-4$182,445$40,148$10,037iApproximate average salary by contribution assumption: employee only about $250,925 at 4% or $167,283 at 6%; with 50% employer match about $167,283 at 4% or $111,522 at 6%; with 100% employer match about $125,463 at 4% or $83,642 at 6%.
200615$136,537$27,640$5,528iApproximate average salary by contribution assumption: employee only about $138,200 at 4% or $92,133 at 6%; with 50% employer match about $92,133 at 4% or $61,422 at 6%; with 100% employer match about $69,100 at 4% or $46,067 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-5$136,537$27,640$5,528iApproximate average salary by contribution assumption: employee only about $138,200 at 4% or $92,133 at 6%; with 50% employer match about $92,133 at 4% or $61,422 at 6%; with 100% employer match about $69,100 at 4% or $46,067 at 6%.
200514$95,281$5,564$1,391iApproximate average salary by contribution assumption: employee only about $34,775 at 4% or $23,183 at 6%; with 50% employer match about $23,183 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-4$95,281$5,564$1,391iApproximate average salary by contribution assumption: employee only about $34,775 at 4% or $23,183 at 6%; with 50% employer match about $23,183 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%.
200413$83,410$6,424$2,141iApproximate average salary by contribution assumption: employee only about $53,533 at 4% or $35,689 at 6%; with 50% employer match about $35,689 at 4% or $23,793 at 6%; with 100% employer match about $26,767 at 4% or $17,844 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-3$83,410$6,424$2,141iApproximate average salary by contribution assumption: employee only about $53,533 at 4% or $35,689 at 6%; with 50% employer match about $35,689 at 4% or $23,793 at 6%; with 100% employer match about $26,767 at 4% or $17,844 at 6%.
200313$68,437$10,564$3,521iApproximate average salary by contribution assumption: employee only about $88,033 at 4% or $58,689 at 6%; with 50% employer match about $58,689 at 4% or $39,126 at 6%; with 100% employer match about $44,017 at 4% or $29,344 at 6%.
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-3$68,437$10,564$3,521iApproximate average salary by contribution assumption: employee only about $88,033 at 4% or $58,689 at 6%; with 50% employer match about $58,689 at 4% or $39,126 at 6%; with 100% employer match about $44,017 at 4% or $29,344 at 6%.
200213$0$0-
Sheriff & Morgan P.C./Safe Harbor 401(K) Plan-3---