Civic Intelligence

Morganrosel Wealth Management

Plan context: Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust

EIN 82-3374674 • Highlands Ranch, CO • 8 filings • 3 plans

1805 Shea Center Dr Ste 420Highlands Ranch, CO 80129-2255
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$678,134

2025 Contributions

$50,067

Historical Graphs

Total Assets Over Time

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

$791,962$395,981$0201820222025YearValue
$678,134Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest year 2025

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
202516$678,134$50,067$8,345iApproximate average salary by contribution assumption: employee only about $208,613 at 4% or $139,075 at 6%; with 50% employer match about $139,075 at 4% or $92,717 at 6%; with 100% employer match about $104,306 at 4% or $69,538 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-6$678,134$50,067$8,345iApproximate average salary by contribution assumption: employee only about $208,613 at 4% or $139,075 at 6%; with 50% employer match about $139,075 at 4% or $92,717 at 6%; with 100% employer match about $104,306 at 4% or $69,538 at 6%.
202414$692,832$67,286$16,822iApproximate average salary by contribution assumption: employee only about $420,538 at 4% or $280,358 at 6%; with 50% employer match about $280,358 at 4% or $186,906 at 6%; with 100% employer match about $210,269 at 4% or $140,179 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-4$692,832$67,286$16,822iApproximate average salary by contribution assumption: employee only about $420,538 at 4% or $280,358 at 6%; with 50% employer match about $280,358 at 4% or $186,906 at 6%; with 100% employer match about $210,269 at 4% or $140,179 at 6%.
202315$599,028$94,239$18,848iApproximate average salary by contribution assumption: employee only about $471,195 at 4% or $314,130 at 6%; with 50% employer match about $314,130 at 4% or $209,420 at 6%; with 100% employer match about $235,598 at 4% or $157,065 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-5$599,028$94,239$18,848iApproximate average salary by contribution assumption: employee only about $471,195 at 4% or $314,130 at 6%; with 50% employer match about $314,130 at 4% or $209,420 at 6%; with 100% employer match about $235,598 at 4% or $157,065 at 6%.
202214$791,962$85,057$21,264iApproximate average salary by contribution assumption: employee only about $531,606 at 4% or $354,404 at 6%; with 50% employer match about $354,404 at 4% or $236,269 at 6%; with 100% employer match about $265,803 at 4% or $177,202 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-4$791,962$85,057$21,264iApproximate average salary by contribution assumption: employee only about $531,606 at 4% or $354,404 at 6%; with 50% employer match about $354,404 at 4% or $236,269 at 6%; with 100% employer match about $265,803 at 4% or $177,202 at 6%.
202113$704,318$72,528$24,176iApproximate average salary by contribution assumption: employee only about $604,400 at 4% or $402,933 at 6%; with 50% employer match about $402,933 at 4% or $268,622 at 6%; with 100% employer match about $302,200 at 4% or $201,467 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-3$704,318$72,528$24,176iApproximate average salary by contribution assumption: employee only about $604,400 at 4% or $402,933 at 6%; with 50% employer match about $402,933 at 4% or $268,622 at 6%; with 100% employer match about $302,200 at 4% or $201,467 at 6%.
202013$552,824$58,395$19,465iApproximate average salary by contribution assumption: employee only about $486,625 at 4% or $324,417 at 6%; with 50% employer match about $324,417 at 4% or $216,278 at 6%; with 100% employer match about $243,313 at 4% or $162,208 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-3$552,824$58,395$19,465iApproximate average salary by contribution assumption: employee only about $486,625 at 4% or $324,417 at 6%; with 50% employer match about $324,417 at 4% or $216,278 at 6%; with 100% employer match about $243,313 at 4% or $162,208 at 6%.
201913$459,591$66,068$22,023iApproximate average salary by contribution assumption: employee only about $550,567 at 4% or $367,044 at 6%; with 50% employer match about $367,044 at 4% or $244,696 at 6%; with 100% employer match about $275,283 at 4% or $183,522 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-3$459,591$66,068$22,023iApproximate average salary by contribution assumption: employee only about $550,567 at 4% or $367,044 at 6%; with 50% employer match about $367,044 at 4% or $244,696 at 6%; with 100% employer match about $275,283 at 4% or $183,522 at 6%.
201813$276,401$288,978$96,326iApproximate average salary by contribution assumption: employee only about $2,408,150 at 4% or $1,605,433 at 6%; with 50% employer match about $1,605,433 at 4% or $1,070,289 at 6%; with 100% employer match about $1,204,075 at 4% or $802,717 at 6%.
Morganrosel Wealth Management 401(K) Profit Sharing Plan & Trust-3$276,401$288,978$96,326iApproximate average salary by contribution assumption: employee only about $2,408,150 at 4% or $1,605,433 at 6%; with 50% employer match about $1,605,433 at 4% or $1,070,289 at 6%; with 100% employer match about $1,204,075 at 4% or $802,717 at 6%.