Civic Intelligence

Morrison, Ekre & Bart Management Services Inc.

Plan context: Morrison, Ekre & Bart Management Services Inc. 401(K) Plan

EIN 86-0845708 • Tucson, AZ • 36 filings • 7 plans

120 E Congress StreetTucson, AZ 85701
Current Snapshot

Latest Year

2024

2024 Participants

1,214

2024 Assets

$14,582,165

2024 Contributions

$2,204,657

Historical Graphs

Total Assets Over Time

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

$14,582,165$7,291,083$0200420152024YearValue
$14,582,165Latest year 2024

Participants Over Time

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

1,2146070200420152024YearValue
1,214Latest 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
202421,214$14,582,165$2,204,657$1,816iApproximate average salary by contribution assumption: employee only about $45,401 at 4% or $30,267 at 6%; with 50% employer match about $30,267 at 4% or $20,178 at 6%; with 100% employer match about $22,700 at 4% or $15,134 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-951$14,582,165$2,204,657$2,318iApproximate average salary by contribution assumption: employee only about $57,956 at 4% or $38,638 at 6%; with 50% employer match about $38,638 at 4% or $25,758 at 6%; with 100% employer match about $28,978 at 4% or $19,319 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-1,214---
20232842$8,476,017$1,448,025$1,720iApproximate average salary by contribution assumption: employee only about $42,994 at 4% or $28,662 at 6%; with 50% employer match about $28,662 at 4% or $19,108 at 6%; with 100% employer match about $21,497 at 4% or $14,331 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-584$8,476,017$1,448,025$2,479iApproximate average salary by contribution assumption: employee only about $61,987 at 4% or $41,325 at 6%; with 50% employer match about $41,325 at 4% or $27,550 at 6%; with 100% employer match about $30,994 at 4% or $20,662 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-842---
20222611$6,579,546$1,266,236$2,072iApproximate average salary by contribution assumption: employee only about $51,810 at 4% or $34,540 at 6%; with 50% employer match about $34,540 at 4% or $23,027 at 6%; with 100% employer match about $25,905 at 4% or $17,270 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-611$6,579,546$1,266,236$2,072iApproximate average salary by contribution assumption: employee only about $51,810 at 4% or $34,540 at 6%; with 50% employer match about $34,540 at 4% or $23,027 at 6%; with 100% employer match about $25,905 at 4% or $17,270 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-592---
20212589$7,373,056$981,600$1,667iApproximate average salary by contribution assumption: employee only about $41,664 at 4% or $27,776 at 6%; with 50% employer match about $27,776 at 4% or $18,517 at 6%; with 100% employer match about $20,832 at 4% or $13,888 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-392$7,373,056$981,600$2,504iApproximate average salary by contribution assumption: employee only about $62,602 at 4% or $41,735 at 6%; with 50% employer match about $41,735 at 4% or $27,823 at 6%; with 100% employer match about $31,301 at 4% or $20,867 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-589---
20202565$6,273,129$851,786$1,508iApproximate average salary by contribution assumption: employee only about $37,690 at 4% or $25,126 at 6%; with 50% employer match about $25,126 at 4% or $16,751 at 6%; with 100% employer match about $18,845 at 4% or $12,563 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-407$6,273,129$851,786$2,093iApproximate average salary by contribution assumption: employee only about $52,321 at 4% or $34,881 at 6%; with 50% employer match about $34,881 at 4% or $23,254 at 6%; with 100% employer match about $26,161 at 4% or $17,440 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-565---
20192584$5,359,436$705,299$1,208iApproximate average salary by contribution assumption: employee only about $30,193 at 4% or $20,128 at 6%; with 50% employer match about $20,128 at 4% or $13,419 at 6%; with 100% employer match about $15,096 at 4% or $10,064 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-382$5,359,436$705,299$1,846iApproximate average salary by contribution assumption: employee only about $46,158 at 4% or $30,772 at 6%; with 50% employer match about $30,772 at 4% or $20,515 at 6%; with 100% employer match about $23,079 at 4% or $15,386 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-584---
20182538$4,133,379$576,982$1,072iApproximate average salary by contribution assumption: employee only about $26,811 at 4% or $17,874 at 6%; with 50% employer match about $17,874 at 4% or $11,916 at 6%; with 100% employer match about $13,406 at 4% or $8,937 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-330$4,133,379$576,982$1,748iApproximate average salary by contribution assumption: employee only about $43,711 at 4% or $29,141 at 6%; with 50% employer match about $29,141 at 4% or $19,427 at 6%; with 100% employer match about $21,855 at 4% or $14,570 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-538---
20172482$4,060,894$542,666$1,126iApproximate average salary by contribution assumption: employee only about $28,147 at 4% or $18,764 at 6%; with 50% employer match about $18,764 at 4% or $12,510 at 6%; with 100% employer match about $14,073 at 4% or $9,382 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-295$4,060,894$542,666$1,840iApproximate average salary by contribution assumption: employee only about $45,989 at 4% or $30,659 at 6%; with 50% employer match about $30,659 at 4% or $20,439 at 6%; with 100% employer match about $22,994 at 4% or $15,330 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-482---
20162495$3,315,637$512,443$1,035iApproximate average salary by contribution assumption: employee only about $25,881 at 4% or $17,254 at 6%; with 50% employer match about $17,254 at 4% or $11,503 at 6%; with 100% employer match about $12,940 at 4% or $8,627 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-340$3,315,637$512,443$1,507iApproximate average salary by contribution assumption: employee only about $37,680 at 4% or $25,120 at 6%; with 50% employer match about $25,120 at 4% or $16,747 at 6%; with 100% employer match about $18,840 at 4% or $12,560 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-495---
20152518$3,054,260$438,114$846iApproximate average salary by contribution assumption: employee only about $21,144 at 4% or $14,096 at 6%; with 50% employer match about $14,096 at 4% or $9,398 at 6%; with 100% employer match about $10,572 at 4% or $7,048 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-352$3,054,260$438,114$1,245iApproximate average salary by contribution assumption: employee only about $31,116 at 4% or $20,744 at 6%; with 50% employer match about $20,744 at 4% or $13,829 at 6%; with 100% employer match about $15,558 at 4% or $10,372 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-518---
20142533$2,864,577$398,504$748iApproximate average salary by contribution assumption: employee only about $18,692 at 4% or $12,461 at 6%; with 50% employer match about $12,461 at 4% or $8,307 at 6%; with 100% employer match about $9,346 at 4% or $6,231 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-363$2,864,577$398,504$1,098iApproximate average salary by contribution assumption: employee only about $27,445 at 4% or $18,297 at 6%; with 50% employer match about $18,297 at 4% or $12,198 at 6%; with 100% employer match about $13,723 at 4% or $9,148 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-533---
20132449$2,491,419$387,683$863iApproximate average salary by contribution assumption: employee only about $21,586 at 4% or $14,391 at 6%; with 50% employer match about $14,391 at 4% or $9,594 at 6%; with 100% employer match about $10,793 at 4% or $7,195 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-347$2,491,419$387,683$1,117iApproximate average salary by contribution assumption: employee only about $27,931 at 4% or $18,621 at 6%; with 50% employer match about $18,621 at 4% or $12,414 at 6%; with 100% employer match about $13,966 at 4% or $9,310 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-449---
20122455$1,959,280$353,455$777iApproximate average salary by contribution assumption: employee only about $19,421 at 4% or $12,947 at 6%; with 50% employer match about $12,947 at 4% or $8,631 at 6%; with 100% employer match about $9,710 at 4% or $6,474 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-296$1,959,280$353,455$1,194iApproximate average salary by contribution assumption: employee only about $29,853 at 4% or $19,902 at 6%; with 50% employer match about $19,902 at 4% or $13,268 at 6%; with 100% employer match about $14,926 at 4% or $9,951 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-455---
20112379$1,797,778$405,284$1,069iApproximate average salary by contribution assumption: employee only about $26,734 at 4% or $17,823 at 6%; with 50% employer match about $17,823 at 4% or $11,882 at 6%; with 100% employer match about $13,367 at 4% or $8,911 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-368$1,797,778$405,284$1,101iApproximate average salary by contribution assumption: employee only about $27,533 at 4% or $18,355 at 6%; with 50% employer match about $18,355 at 4% or $12,237 at 6%; with 100% employer match about $13,766 at 4% or $9,178 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-379---
20102531$1,673,568$386,908$729iApproximate average salary by contribution assumption: employee only about $18,216 at 4% or $12,144 at 6%; with 50% employer match about $12,144 at 4% or $8,096 at 6%; with 100% employer match about $9,108 at 4% or $6,072 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-401$1,673,568$386,908$965iApproximate average salary by contribution assumption: employee only about $24,121 at 4% or $16,081 at 6%; with 50% employer match about $16,081 at 4% or $10,721 at 6%; with 100% employer match about $12,061 at 4% or $8,040 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-531---
20092546$1,260,058$354,041$648iApproximate average salary by contribution assumption: employee only about $16,211 at 4% or $10,807 at 6%; with 50% employer match about $10,807 at 4% or $7,205 at 6%; with 100% employer match about $8,105 at 4% or $5,404 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-370$1,260,058$354,041$957iApproximate average salary by contribution assumption: employee only about $23,922 at 4% or $15,948 at 6%; with 50% employer match about $15,948 at 4% or $10,632 at 6%; with 100% employer match about $11,961 at 4% or $7,974 at 6%.
Morrison, Ekre & Bart Management Services Inc. Welfare Benefit Plan-546---
20081182$882,698$393,463$2,162iApproximate average salary by contribution assumption: employee only about $54,047 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,021 at 6%; with 100% employer match about $27,024 at 4% or $18,016 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-182$882,698$393,463$2,162iApproximate average salary by contribution assumption: employee only about $54,047 at 4% or $36,031 at 6%; with 50% employer match about $36,031 at 4% or $24,021 at 6%; with 100% employer match about $27,024 at 4% or $18,016 at 6%.
2007190$0$0-
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-90---
2006164$650,514$262,595$4,103iApproximate average salary by contribution assumption: employee only about $102,576 at 4% or $68,384 at 6%; with 50% employer match about $68,384 at 4% or $45,589 at 6%; with 100% employer match about $51,288 at 4% or $34,192 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-64$650,514$262,595$4,103iApproximate average salary by contribution assumption: employee only about $102,576 at 4% or $68,384 at 6%; with 50% employer match about $68,384 at 4% or $45,589 at 6%; with 100% employer match about $51,288 at 4% or $34,192 at 6%.
2004178$292,815$131,693$1,688iApproximate average salary by contribution assumption: employee only about $42,209 at 4% or $28,140 at 6%; with 50% employer match about $28,140 at 4% or $18,760 at 6%; with 100% employer match about $21,105 at 4% or $14,070 at 6%.
Morrison, Ekre & Bart Management Services Inc. 401(K) Plan-78$292,815$131,693$1,688iApproximate average salary by contribution assumption: employee only about $42,209 at 4% or $28,140 at 6%; with 50% employer match about $28,140 at 4% or $18,760 at 6%; with 100% employer match about $21,105 at 4% or $14,070 at 6%.