Civic Intelligence

Morgan Financial Corp.

Plan context: Morgan Financial Corp. 401K Plan

EIN 84-1213148 • Fort Morgan, CO • 24 filings • 4 plans

321 Ensign StreetFort Morgan, CO 80701
Current Snapshot

Latest Year

2017

2017 Participants

27

2017 Assets

$4,903,320

2017 Contributions

$758

Historical Graphs

Total Assets Over Time

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

$4,903,320$2,451,660$0200420112016YearValue
$4,903,320Latest year 2016

Participants Over Time

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

28140200420102016YearValue
27Latest year 2016

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
201720$0$758-
Morgan Financial Corp. Employee Stock Ownership Plan-0---
Morgan Financial Corp. 401K Plan-0$0$758-
2016227$4,903,320$191,852$7,106iApproximate average salary by contribution assumption: employee only about $177,641 at 4% or $118,427 at 6%; with 50% employer match about $118,427 at 4% or $78,951 at 6%; with 100% employer match about $88,820 at 4% or $59,214 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-27$2,771,328$26,400$978iApproximate average salary by contribution assumption: employee only about $24,444 at 4% or $16,296 at 6%; with 50% employer match about $16,296 at 4% or $10,864 at 6%; with 100% employer match about $12,222 at 4% or $8,148 at 6%.
Morgan Financial Corp. 401K Plan-26$2,131,992$165,452$6,364iApproximate average salary by contribution assumption: employee only about $159,088 at 4% or $106,059 at 6%; with 50% employer match about $106,059 at 4% or $70,706 at 6%; with 100% employer match about $79,544 at 4% or $53,029 at 6%.
2015228$4,329,362$169,963$6,070iApproximate average salary by contribution assumption: employee only about $151,753 at 4% or $101,168 at 6%; with 50% employer match about $101,168 at 4% or $67,446 at 6%; with 100% employer match about $75,876 at 4% or $50,584 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-26$2,444,035$25,400$977iApproximate average salary by contribution assumption: employee only about $24,423 at 4% or $16,282 at 6%; with 50% employer match about $16,282 at 4% or $10,855 at 6%; with 100% employer match about $12,212 at 4% or $8,141 at 6%.
Morgan Financial Corp. 401K Plan-28$1,885,327$144,563$5,163iApproximate average salary by contribution assumption: employee only about $129,074 at 4% or $86,049 at 6%; with 50% employer match about $86,049 at 4% or $57,366 at 6%; with 100% employer match about $64,537 at 4% or $43,025 at 6%.
2014228$4,427,145$178,353$6,370iApproximate average salary by contribution assumption: employee only about $159,244 at 4% or $106,163 at 6%; with 50% employer match about $106,163 at 4% or $70,775 at 6%; with 100% employer match about $79,622 at 4% or $53,081 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-25$2,540,327$25,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Morgan Financial Corp. 401K Plan-28$1,886,818$153,353$5,477iApproximate average salary by contribution assumption: employee only about $136,922 at 4% or $91,282 at 6%; with 50% employer match about $91,282 at 4% or $60,854 at 6%; with 100% employer match about $68,461 at 4% or $45,641 at 6%.
2013228$4,221,679$183,735$6,562iApproximate average salary by contribution assumption: employee only about $164,049 at 4% or $109,366 at 6%; with 50% employer match about $109,366 at 4% or $72,911 at 6%; with 100% employer match about $82,025 at 4% or $54,683 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-26$2,412,234$30,300$1,165iApproximate average salary by contribution assumption: employee only about $29,135 at 4% or $19,423 at 6%; with 50% employer match about $19,423 at 4% or $12,949 at 6%; with 100% employer match about $14,567 at 4% or $9,712 at 6%.
Morgan Financial Corp. 401K Plan-28$1,809,445$153,435$5,480iApproximate average salary by contribution assumption: employee only about $136,996 at 4% or $91,330 at 6%; with 50% employer match about $91,330 at 4% or $60,887 at 6%; with 100% employer match about $68,498 at 4% or $45,665 at 6%.
2012227$3,641,522$181,134$6,709iApproximate average salary by contribution assumption: employee only about $167,717 at 4% or $111,811 at 6%; with 50% employer match about $111,811 at 4% or $74,541 at 6%; with 100% employer match about $83,858 at 4% or $55,906 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-27$2,193,272$34,900$1,293iApproximate average salary by contribution assumption: employee only about $32,315 at 4% or $21,543 at 6%; with 50% employer match about $21,543 at 4% or $14,362 at 6%; with 100% employer match about $16,157 at 4% or $10,772 at 6%.
Morgan Financial Corp. 401K Plan-27$1,448,250$146,234$5,416iApproximate average salary by contribution assumption: employee only about $135,402 at 4% or $90,268 at 6%; with 50% employer match about $90,268 at 4% or $60,179 at 6%; with 100% employer match about $67,701 at 4% or $45,134 at 6%.
2011226$3,395,619$182,028$7,001iApproximate average salary by contribution assumption: employee only about $175,027 at 4% or $116,685 at 6%; with 50% employer match about $116,685 at 4% or $77,790 at 6%; with 100% employer match about $87,513 at 4% or $58,342 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-26$1,956,292$35,100$1,350iApproximate average salary by contribution assumption: employee only about $33,750 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%.
Morgan Financial Corp. 401K Plan-26$1,439,327$146,928$5,651iApproximate average salary by contribution assumption: employee only about $141,277 at 4% or $94,185 at 6%; with 50% employer match about $94,185 at 4% or $62,790 at 6%; with 100% employer match about $70,638 at 4% or $47,092 at 6%.
2010226$3,092,460$135,972$5,230iApproximate average salary by contribution assumption: employee only about $130,742 at 4% or $87,162 at 6%; with 50% employer match about $87,162 at 4% or $58,108 at 6%; with 100% employer match about $65,371 at 4% or $43,581 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-22$1,753,182$7,900$359iApproximate average salary by contribution assumption: employee only about $8,977 at 4% or $5,985 at 6%; with 50% employer match about $5,985 at 4% or $3,990 at 6%; with 100% employer match about $4,489 at 4% or $2,992 at 6%.
Morgan Financial Corp. 401K Plan-26$1,339,278$128,072$4,926iApproximate average salary by contribution assumption: employee only about $123,146 at 4% or $82,097 at 6%; with 50% employer match about $82,097 at 4% or $54,732 at 6%; with 100% employer match about $61,573 at 4% or $41,049 at 6%.
2009225$2,927,518$183,208$7,328iApproximate average salary by contribution assumption: employee only about $183,208 at 4% or $122,139 at 6%; with 50% employer match about $122,139 at 4% or $81,426 at 6%; with 100% employer match about $91,604 at 4% or $61,069 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-21$1,786,371$27,500$1,310iApproximate average salary by contribution assumption: employee only about $32,738 at 4% or $21,825 at 6%; with 50% employer match about $21,825 at 4% or $14,550 at 6%; with 100% employer match about $16,369 at 4% or $10,913 at 6%.
Morgan Financial Corp. 401K Plan-25$1,141,147$155,708$6,228iApproximate average salary by contribution assumption: employee only about $155,708 at 4% or $103,805 at 6%; with 50% employer match about $103,805 at 4% or $69,204 at 6%; with 100% employer match about $77,854 at 4% or $51,903 at 6%.
2008221$2,488,866$108,803$5,181iApproximate average salary by contribution assumption: employee only about $129,527 at 4% or $86,352 at 6%; with 50% employer match about $86,352 at 4% or $57,568 at 6%; with 100% employer match about $64,764 at 4% or $43,176 at 6%.
Morgan Financial Corp. Employee Stock Ownership Plan-21$1,649,275$5,000$238iApproximate average salary by contribution assumption: employee only about $5,952 at 4% or $3,968 at 6%; with 50% employer match about $3,968 at 4% or $2,646 at 6%; with 100% employer match about $2,976 at 4% or $1,984 at 6%.
Morgan Financial Corp. 401K Plan-21$839,591$103,803$4,943iApproximate average salary by contribution assumption: employee only about $123,575 at 4% or $82,383 at 6%; with 50% employer match about $82,383 at 4% or $54,922 at 6%; with 100% employer match about $61,788 at 4% or $41,192 at 6%.
2007120$0$0-
Morgan Financial Corp. 401K Plan-20---
2006121$992,676$93,067$4,432iApproximate average salary by contribution assumption: employee only about $110,794 at 4% or $73,863 at 6%; with 50% employer match about $73,863 at 4% or $49,242 at 6%; with 100% employer match about $55,397 at 4% or $36,931 at 6%.
Morgan Financial Corp. 401K Plan-21$992,676$93,067$4,432iApproximate average salary by contribution assumption: employee only about $110,794 at 4% or $73,863 at 6%; with 50% employer match about $73,863 at 4% or $49,242 at 6%; with 100% employer match about $55,397 at 4% or $36,931 at 6%.
2005120$988,001$88,351$4,418iApproximate average salary by contribution assumption: employee only about $110,439 at 4% or $73,626 at 6%; with 50% employer match about $73,626 at 4% or $49,084 at 6%; with 100% employer match about $55,219 at 4% or $36,813 at 6%.
Morgan Financial Corp. 401K Plan-20$988,001$88,351$4,418iApproximate average salary by contribution assumption: employee only about $110,439 at 4% or $73,626 at 6%; with 50% employer match about $73,626 at 4% or $49,084 at 6%; with 100% employer match about $55,219 at 4% or $36,813 at 6%.
2004119$861,238$82,088$4,320iApproximate average salary by contribution assumption: employee only about $108,011 at 4% or $72,007 at 6%; with 50% employer match about $72,007 at 4% or $48,005 at 6%; with 100% employer match about $54,005 at 4% or $36,004 at 6%.
Morgan Financial Corp. 401K Plan-19$861,238$82,088$4,320iApproximate average salary by contribution assumption: employee only about $108,011 at 4% or $72,007 at 6%; with 50% employer match about $72,007 at 4% or $48,005 at 6%; with 100% employer match about $54,005 at 4% or $36,004 at 6%.