Civic Intelligence

The Morgan Group Inc.

Plan context: The Morgan Group Inc. Employees 401K Plan

EIN 76-0197035 • Houston, TX • 47 filings • 5 plans

5606 S. Rice Ave.Houston, TX 77081
Current Snapshot

Latest Year

2024

2024 Participants

604

2024 Assets

$23,323,260

2024 Contributions

$3,222,856

Historical Graphs

Total Assets Over Time

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

$23,323,260$11,661,630$0199920122024YearValue
$23,323,260Latest year 2024

Participants Over Time

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

6043020199920122024YearValue
604Latest 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
20242604$23,323,260$3,222,856$5,336iApproximate average salary by contribution assumption: employee only about $133,396 at 4% or $88,931 at 6%; with 50% employer match about $88,931 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,465 at 6%.
The Morgan Group Inc. Employees 401K Plan-604$23,323,260$3,222,856$5,336iApproximate average salary by contribution assumption: employee only about $133,396 at 4% or $88,931 at 6%; with 50% employer match about $88,931 at 4% or $59,287 at 6%; with 100% employer match about $66,698 at 4% or $44,465 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-585---
20232537$18,941,208$3,570,442$6,649iApproximate average salary by contribution assumption: employee only about $166,222 at 4% or $110,814 at 6%; with 50% employer match about $110,814 at 4% or $73,876 at 6%; with 100% employer match about $83,111 at 4% or $55,407 at 6%.
The Morgan Group Inc. Employees 401K Plan-537$18,941,208$3,570,442$6,649iApproximate average salary by contribution assumption: employee only about $166,222 at 4% or $110,814 at 6%; with 50% employer match about $110,814 at 4% or $73,876 at 6%; with 100% employer match about $83,111 at 4% or $55,407 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-537---
20222511$15,088,767$3,136,684$6,138iApproximate average salary by contribution assumption: employee only about $153,458 at 4% or $102,305 at 6%; with 50% employer match about $102,305 at 4% or $68,204 at 6%; with 100% employer match about $76,729 at 4% or $51,153 at 6%.
The Morgan Group Inc. Employees 401K Plan-511$15,088,767$3,136,684$6,138iApproximate average salary by contribution assumption: employee only about $153,458 at 4% or $102,305 at 6%; with 50% employer match about $102,305 at 4% or $68,204 at 6%; with 100% employer match about $76,729 at 4% or $51,153 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-506---
20212467$15,420,590$1,887,762$4,042iApproximate average salary by contribution assumption: employee only about $101,058 at 4% or $67,372 at 6%; with 50% employer match about $67,372 at 4% or $44,915 at 6%; with 100% employer match about $50,529 at 4% or $33,686 at 6%.
The Morgan Group Inc. Employees 401K Plan-428$15,420,590$1,887,762$4,411iApproximate average salary by contribution assumption: employee only about $110,266 at 4% or $73,511 at 6%; with 50% employer match about $73,511 at 4% or $49,007 at 6%; with 100% employer match about $55,133 at 4% or $36,755 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-467---
20202334$12,257,640$1,424,788$4,266iApproximate average salary by contribution assumption: employee only about $106,646 at 4% or $71,097 at 6%; with 50% employer match about $71,097 at 4% or $47,398 at 6%; with 100% employer match about $53,323 at 4% or $35,549 at 6%.
The Morgan Group Inc. Employees 401K Plan-334$12,257,640$1,424,788$4,266iApproximate average salary by contribution assumption: employee only about $106,646 at 4% or $71,097 at 6%; with 50% employer match about $71,097 at 4% or $47,398 at 6%; with 100% employer match about $53,323 at 4% or $35,549 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-304---
20192333$9,635,554$1,408,931$4,231iApproximate average salary by contribution assumption: employee only about $105,776 at 4% or $70,517 at 6%; with 50% employer match about $70,517 at 4% or $47,011 at 6%; with 100% employer match about $52,888 at 4% or $35,259 at 6%.
The Morgan Group Inc. Employees 401K Plan-303$9,635,554$1,408,931$4,650iApproximate average salary by contribution assumption: employee only about $116,248 at 4% or $77,499 at 6%; with 50% employer match about $77,499 at 4% or $51,666 at 6%; with 100% employer match about $58,124 at 4% or $38,749 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-333---
20182288$7,041,260$1,017,296$3,532iApproximate average salary by contribution assumption: employee only about $88,307 at 4% or $58,871 at 6%; with 50% employer match about $58,871 at 4% or $39,248 at 6%; with 100% employer match about $44,153 at 4% or $29,436 at 6%.
The Morgan Group Inc. Employees 401K Plan-274$7,041,260$1,017,296$3,713iApproximate average salary by contribution assumption: employee only about $92,819 at 4% or $61,879 at 6%; with 50% employer match about $61,879 at 4% or $41,253 at 6%; with 100% employer match about $46,409 at 4% or $30,940 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-288---
20172231$6,774,230$933,817$4,042iApproximate average salary by contribution assumption: employee only about $101,062 at 4% or $67,375 at 6%; with 50% employer match about $67,375 at 4% or $44,917 at 6%; with 100% employer match about $50,531 at 4% or $33,687 at 6%.
The Morgan Group Inc. Employees 401K Plan-203$6,774,230$933,817$4,600iApproximate average salary by contribution assumption: employee only about $115,002 at 4% or $76,668 at 6%; with 50% employer match about $76,668 at 4% or $51,112 at 6%; with 100% employer match about $57,501 at 4% or $38,334 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-231---
20162228$5,673,516$1,010,916$4,434iApproximate average salary by contribution assumption: employee only about $110,846 at 4% or $73,897 at 6%; with 50% employer match about $73,897 at 4% or $49,265 at 6%; with 100% employer match about $55,423 at 4% or $36,949 at 6%.
The Morgan Group Inc. Employees 401K Plan-181$5,673,516$1,010,916$5,585iApproximate average salary by contribution assumption: employee only about $139,629 at 4% or $93,086 at 6%; with 50% employer match about $93,086 at 4% or $62,057 at 6%; with 100% employer match about $69,815 at 4% or $46,543 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-228---
20152215$4,609,581$913,011$4,247iApproximate average salary by contribution assumption: employee only about $106,164 at 4% or $70,776 at 6%; with 50% employer match about $70,776 at 4% or $47,184 at 6%; with 100% employer match about $53,082 at 4% or $35,388 at 6%.
The Morgan Group Inc. Employees 401K Plan-178$4,609,581$913,011$5,129iApproximate average salary by contribution assumption: employee only about $128,232 at 4% or $85,488 at 6%; with 50% employer match about $85,488 at 4% or $56,992 at 6%; with 100% employer match about $64,116 at 4% or $42,744 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-215---
20142141$4,228,087$518,400$3,677iApproximate average salary by contribution assumption: employee only about $91,915 at 4% or $61,277 at 6%; with 50% employer match about $61,277 at 4% or $40,851 at 6%; with 100% employer match about $45,957 at 4% or $30,638 at 6%.
The Morgan Group Inc. Employees 401K Plan-141$4,228,087$518,400$3,677iApproximate average salary by contribution assumption: employee only about $91,915 at 4% or $61,277 at 6%; with 50% employer match about $61,277 at 4% or $40,851 at 6%; with 100% employer match about $45,957 at 4% or $30,638 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-114---
20132154$3,611,674$497,317$3,229iApproximate average salary by contribution assumption: employee only about $80,733 at 4% or $53,822 at 6%; with 50% employer match about $53,822 at 4% or $35,881 at 6%; with 100% employer match about $40,367 at 4% or $26,911 at 6%.
The Morgan Group Inc. Employees 401K Plan-140$3,611,674$497,317$3,552iApproximate average salary by contribution assumption: employee only about $88,807 at 4% or $59,204 at 6%; with 50% employer match about $59,204 at 4% or $39,470 at 6%; with 100% employer match about $44,403 at 4% or $29,602 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-154---
20122164$3,058,314$364,206$2,221iApproximate average salary by contribution assumption: employee only about $55,519 at 4% or $37,013 at 6%; with 50% employer match about $37,013 at 4% or $24,675 at 6%; with 100% employer match about $27,760 at 4% or $18,506 at 6%.
The Morgan Group Inc. Employees 401K Plan-152$3,058,314$364,206$2,396iApproximate average salary by contribution assumption: employee only about $59,902 at 4% or $39,935 at 6%; with 50% employer match about $39,935 at 4% or $26,623 at 6%; with 100% employer match about $29,951 at 4% or $19,967 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-164---
20112167$2,630,334$273,887$1,640iApproximate average salary by contribution assumption: employee only about $41,001 at 4% or $27,334 at 6%; with 50% employer match about $27,334 at 4% or $18,223 at 6%; with 100% employer match about $20,501 at 4% or $13,667 at 6%.
The Morgan Group Inc. Employees 401K Plan-144$2,630,334$273,887$1,902iApproximate average salary by contribution assumption: employee only about $47,550 at 4% or $31,700 at 6%; with 50% employer match about $31,700 at 4% or $21,133 at 6%; with 100% employer match about $23,775 at 4% or $15,850 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-167---
20102183$2,720,883$221,253$1,209iApproximate average salary by contribution assumption: employee only about $30,226 at 4% or $20,151 at 6%; with 50% employer match about $20,151 at 4% or $13,434 at 6%; with 100% employer match about $15,113 at 4% or $10,075 at 6%.
The Morgan Group Inc. Employees 401K Plan-126$2,720,883$221,253$1,756iApproximate average salary by contribution assumption: employee only about $43,899 at 4% or $29,266 at 6%; with 50% employer match about $29,266 at 4% or $19,511 at 6%; with 100% employer match about $21,950 at 4% or $14,633 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-183---
20092183$2,646,801$327,574$1,790iApproximate average salary by contribution assumption: employee only about $44,751 at 4% or $29,834 at 6%; with 50% employer match about $29,834 at 4% or $19,889 at 6%; with 100% employer match about $22,375 at 4% or $14,917 at 6%.
The Morgan Group Inc. Employees 401K Plan-144$2,646,801$327,574$2,275iApproximate average salary by contribution assumption: employee only about $56,870 at 4% or $37,914 at 6%; with 50% employer match about $37,914 at 4% or $25,276 at 6%; with 100% employer match about $28,435 at 4% or $18,957 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-183---
20082144$2,414,660$764,572$5,310iApproximate average salary by contribution assumption: employee only about $132,738 at 4% or $88,492 at 6%; with 50% employer match about $88,492 at 4% or $58,995 at 6%; with 100% employer match about $66,369 at 4% or $44,246 at 6%.
The Morgan Group Inc. Employees 401K Plan-118$2,414,660$764,572$6,479iApproximate average salary by contribution assumption: employee only about $161,986 at 4% or $107,990 at 6%; with 50% employer match about $107,990 at 4% or $71,994 at 6%; with 100% employer match about $80,993 at 4% or $53,995 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-144---
20072149$3,360,789$741,809$4,979iApproximate average salary by contribution assumption: employee only about $124,465 at 4% or $82,976 at 6%; with 50% employer match about $82,976 at 4% or $55,318 at 6%; with 100% employer match about $62,232 at 4% or $41,488 at 6%.
The Morgan Group Inc. Employees 401K Plan-149$3,360,789$741,809$4,979iApproximate average salary by contribution assumption: employee only about $124,465 at 4% or $82,976 at 6%; with 50% employer match about $82,976 at 4% or $55,318 at 6%; with 100% employer match about $62,232 at 4% or $41,488 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-148---
20062132$2,511,226$696,846$5,279iApproximate average salary by contribution assumption: employee only about $131,978 at 4% or $87,986 at 6%; with 50% employer match about $87,986 at 4% or $58,657 at 6%; with 100% employer match about $65,989 at 4% or $43,993 at 6%.
The Morgan Group Inc. Employees 401K Plan-126$2,511,226$696,846$5,531iApproximate average salary by contribution assumption: employee only about $138,263 at 4% or $92,175 at 6%; with 50% employer match about $92,175 at 4% or $61,450 at 6%; with 100% employer match about $69,132 at 4% or $46,088 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-132---
20052138$1,889,520$424,831$3,078iApproximate average salary by contribution assumption: employee only about $76,962 at 4% or $51,308 at 6%; with 50% employer match about $51,308 at 4% or $34,205 at 6%; with 100% employer match about $38,481 at 4% or $25,654 at 6%.
The Morgan Group Inc. Employees 401K Plan-128$1,889,520$424,831$3,319iApproximate average salary by contribution assumption: employee only about $82,975 at 4% or $55,317 at 6%; with 50% employer match about $55,317 at 4% or $36,878 at 6%; with 100% employer match about $41,487 at 4% or $27,658 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-138---
20042147$1,463,172$422,426$2,874iApproximate average salary by contribution assumption: employee only about $71,841 at 4% or $47,894 at 6%; with 50% employer match about $47,894 at 4% or $31,929 at 6%; with 100% employer match about $35,921 at 4% or $23,947 at 6%.
The Morgan Group Inc. Employees 401K Plan-127$1,463,172$422,426$3,326iApproximate average salary by contribution assumption: employee only about $83,155 at 4% or $55,436 at 6%; with 50% employer match about $55,436 at 4% or $36,958 at 6%; with 100% employer match about $41,577 at 4% or $27,718 at 6%.
The Morgan Group Inc. Employees Health and Welfare Plan-147---
20031130$1,005,304$277,409$2,134iApproximate average salary by contribution assumption: employee only about $53,348 at 4% or $35,565 at 6%; with 50% employer match about $35,565 at 4% or $23,710 at 6%; with 100% employer match about $26,674 at 4% or $17,783 at 6%.
The Morgan Group Inc. Employees 401K Plan-130$1,005,304$277,409$2,134iApproximate average salary by contribution assumption: employee only about $53,348 at 4% or $35,565 at 6%; with 50% employer match about $35,565 at 4% or $23,710 at 6%; with 100% employer match about $26,674 at 4% or $17,783 at 6%.
2002196$616,683$229,570$2,391iApproximate average salary by contribution assumption: employee only about $59,784 at 4% or $39,856 at 6%; with 50% employer match about $39,856 at 4% or $26,571 at 6%; with 100% employer match about $29,892 at 4% or $19,928 at 6%.
The Morgan Group Inc. Employees 401K Plan-96$616,683$229,570$2,391iApproximate average salary by contribution assumption: employee only about $59,784 at 4% or $39,856 at 6%; with 50% employer match about $39,856 at 4% or $26,571 at 6%; with 100% employer match about $29,892 at 4% or $19,928 at 6%.
2001169$0$0-
The Morgan Group Inc. Employees 401K Plan-69---
2000164$555,763$184,400$2,881iApproximate average salary by contribution assumption: employee only about $72,031 at 4% or $48,021 at 6%; with 50% employer match about $48,021 at 4% or $32,014 at 6%; with 100% employer match about $36,016 at 4% or $24,010 at 6%.
The Morgan Group Inc. Employees 401K Plan-64$555,763$184,400$2,881iApproximate average salary by contribution assumption: employee only about $72,031 at 4% or $48,021 at 6%; with 50% employer match about $48,021 at 4% or $32,014 at 6%; with 100% employer match about $36,016 at 4% or $24,010 at 6%.
1999163$545,361$198,664$3,153iApproximate average salary by contribution assumption: employee only about $78,835 at 4% or $52,557 at 6%; with 50% employer match about $52,557 at 4% or $35,038 at 6%; with 100% employer match about $39,417 at 4% or $26,278 at 6%.
The Morgan Group Inc. Employees 401K Plan-63$545,361$198,664$3,153iApproximate average salary by contribution assumption: employee only about $78,835 at 4% or $52,557 at 6%; with 50% employer match about $52,557 at 4% or $35,038 at 6%; with 100% employer match about $39,417 at 4% or $26,278 at 6%.