Civic Intelligence

R. a. Morton & Associates LLC

Plan context: R. a. Morton & Associates LLC 401(K) Plan

EIN 84-2245683 • St. Cloud, MN • 6 filings • 2 plans

3315 Roosevelt Road, Suite 100St. Cloud, MN 56301
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,823,924

2024 Contributions

$145,310

Historical Graphs

Total Assets Over Time

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

$2,823,924$1,411,962$0201920222024YearValue
$2,823,924Latest year 2024

Participants Over Time

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

1890201920222024YearValue
18Latest 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
2024118$2,823,924$145,310$8,073iApproximate average salary by contribution assumption: employee only about $201,819 at 4% or $134,546 at 6%; with 50% employer match about $134,546 at 4% or $89,698 at 6%; with 100% employer match about $100,910 at 4% or $67,273 at 6%.
R. a. Morton & Associates LLC 401(K) Plan-18$2,823,924$145,310$8,073iApproximate average salary by contribution assumption: employee only about $201,819 at 4% or $134,546 at 6%; with 50% employer match about $134,546 at 4% or $89,698 at 6%; with 100% employer match about $100,910 at 4% or $67,273 at 6%.
2023117$2,649,498$130,518$7,678iApproximate average salary by contribution assumption: employee only about $191,938 at 4% or $127,959 at 6%; with 50% employer match about $127,959 at 4% or $85,306 at 6%; with 100% employer match about $95,969 at 4% or $63,979 at 6%.
R. a. Morton & Associates LLC 401(K) Plan-17$2,649,498$130,518$7,678iApproximate average salary by contribution assumption: employee only about $191,938 at 4% or $127,959 at 6%; with 50% employer match about $127,959 at 4% or $85,306 at 6%; with 100% employer match about $95,969 at 4% or $63,979 at 6%.
2022117$2,186,230$159,792$9,400iApproximate average salary by contribution assumption: employee only about $234,988 at 4% or $156,659 at 6%; with 50% employer match about $156,659 at 4% or $104,439 at 6%; with 100% employer match about $117,494 at 4% or $78,329 at 6%.
R. a. Morton & Associates LLC 401(K) Plan-17$2,186,230$159,792$9,400iApproximate average salary by contribution assumption: employee only about $234,988 at 4% or $156,659 at 6%; with 50% employer match about $156,659 at 4% or $104,439 at 6%; with 100% employer match about $117,494 at 4% or $78,329 at 6%.
2021116$2,526,727$172,726$10,795iApproximate average salary by contribution assumption: employee only about $269,884 at 4% or $179,923 at 6%; with 50% employer match about $179,923 at 4% or $119,949 at 6%; with 100% employer match about $134,942 at 4% or $89,961 at 6%.
R. a. Morton & Associates LLC 401(K) Plan-16$2,526,727$172,726$10,795iApproximate average salary by contribution assumption: employee only about $269,884 at 4% or $179,923 at 6%; with 50% employer match about $179,923 at 4% or $119,949 at 6%; with 100% employer match about $134,942 at 4% or $89,961 at 6%.
2020118$2,236,635$171,895$9,550iApproximate average salary by contribution assumption: employee only about $238,743 at 4% or $159,162 at 6%; with 50% employer match about $159,162 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%.
R. a. Morton & Associates LLC 401(K) Plan-18$2,236,635$171,895$9,550iApproximate average salary by contribution assumption: employee only about $238,743 at 4% or $159,162 at 6%; with 50% employer match about $159,162 at 4% or $106,108 at 6%; with 100% employer match about $119,372 at 4% or $79,581 at 6%.
2019117$1,842,710$287,320$16,901iApproximate average salary by contribution assumption: employee only about $422,529 at 4% or $281,686 at 6%; with 50% employer match about $281,686 at 4% or $187,791 at 6%; with 100% employer match about $211,265 at 4% or $140,843 at 6%.
R. a. Morton & Associates LLC 401(K) Plan-17$1,842,710$287,320$16,901iApproximate average salary by contribution assumption: employee only about $422,529 at 4% or $281,686 at 6%; with 50% employer match about $281,686 at 4% or $187,791 at 6%; with 100% employer match about $211,265 at 4% or $140,843 at 6%.