Pt Morgan Enterprises Inc.
Plan context: Pt Morgan Enterprises Inc. Retirement Plan
EIN 82-2125577 • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,553,654
2024 Contributions
$2,000
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,553,654 | $0 | - |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 7 | $1,553,654 | - | - |
| 2023 | 1 | 12 | $1,029,769 | $2,000 | $167iApproximate average salary by contribution assumption: employee only about $4,167 at 4% or $2,778 at 6%; with 50% employer match about $2,778 at 4% or $1,852 at 6%; with 100% employer match about $2,083 at 4% or $1,389 at 6%. |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 12 | $1,029,769 | $2,000 | $167iApproximate average salary by contribution assumption: employee only about $4,167 at 4% or $2,778 at 6%; with 50% employer match about $2,778 at 4% or $1,852 at 6%; with 100% employer match about $2,083 at 4% or $1,389 at 6%. |
| 2022 | 1 | 13 | $944,441 | $0 | - |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 13 | $944,441 | - | - |
| 2021 | 1 | 9 | $691,783 | $0 | - |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 9 | $691,783 | - | - |
| 2020 | 1 | 8 | $379,259 | $0 | - |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 8 | $379,259 | - | - |
| 2019 | 1 | 4 | $326,144 | $0 | - |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 4 | $326,144 | - | - |
| 2018 | 1 | 2 | $53,159 | $0 | - |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 2 | $53,159 | - | - |
| 2017 | 1 | 2 | $150,174 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |
| Pt Morgan Enterprises Inc. Retirement Plan | - | 2 | $150,174 | $200,000 | $100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%. |