Joseph L. Morton III PC.
Plan context: Joseph L. Morton III PC. 401(K) Plan
EIN 82-0516628 • Meridian, ID • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$431,759
2025 Contributions
$117,672
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $431,759 | $117,672 | $13,075iApproximate average salary by contribution assumption: employee only about $326,867 at 4% or $217,911 at 6%; with 50% employer match about $217,911 at 4% or $145,274 at 6%; with 100% employer match about $163,433 at 4% or $108,956 at 6%. |
| Joseph L. Morton III PC. 401(K) Plan | - | 9 | $431,759 | $117,672 | $13,075iApproximate average salary by contribution assumption: employee only about $326,867 at 4% or $217,911 at 6%; with 50% employer match about $217,911 at 4% or $145,274 at 6%; with 100% employer match about $163,433 at 4% or $108,956 at 6%. |
| 2024 | 1 | 7 | $251,625 | $112,891 | $16,127iApproximate average salary by contribution assumption: employee only about $403,182 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%. |
| Joseph L. Morton III PC. 401(K) Plan | - | 7 | $251,625 | $112,891 | $16,127iApproximate average salary by contribution assumption: employee only about $403,182 at 4% or $268,788 at 6%; with 50% employer match about $268,788 at 4% or $179,192 at 6%; with 100% employer match about $201,591 at 4% or $134,394 at 6%. |
| 2023 | 1 | 7 | $109,241 | $101,653 | $14,522iApproximate average salary by contribution assumption: employee only about $363,046 at 4% or $242,031 at 6%; with 50% employer match about $242,031 at 4% or $161,354 at 6%; with 100% employer match about $181,523 at 4% or $121,015 at 6%. |
| Joseph L. Morton III PC. 401(K) Plan | - | 7 | $109,241 | $101,653 | $14,522iApproximate average salary by contribution assumption: employee only about $363,046 at 4% or $242,031 at 6%; with 50% employer match about $242,031 at 4% or $161,354 at 6%; with 100% employer match about $181,523 at 4% or $121,015 at 6%. |