Civic Intelligence

Withey Morris, P.L.C.

Plan context: Withey Morris, P. L. C. Profit Sharing Plan

EIN 86-0846620 • Phoenix, AZ • 25 filings • 5 plans

2525 E. Arizona Biltmore CircleSuite A-212Phoenix, AZ 85016
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,859,535

2024 Contributions

$207,032

Historical Graphs

Total Assets Over Time

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

$2,859,535$1,429,768$0200220132024YearValue
$2,859,535Latest year 2024

Participants Over Time

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

1260200020122024YearValue
12Latest 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
2024112$2,859,535$207,032$17,253iApproximate average salary by contribution assumption: employee only about $431,317 at 4% or $287,544 at 6%; with 50% employer match about $287,544 at 4% or $191,696 at 6%; with 100% employer match about $215,658 at 4% or $143,772 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-12$2,859,535$207,032$17,253iApproximate average salary by contribution assumption: employee only about $431,317 at 4% or $287,544 at 6%; with 50% employer match about $287,544 at 4% or $191,696 at 6%; with 100% employer match about $215,658 at 4% or $143,772 at 6%.
2023112$2,297,620$190,403$15,867iApproximate average salary by contribution assumption: employee only about $396,673 at 4% or $264,449 at 6%; with 50% employer match about $264,449 at 4% or $176,299 at 6%; with 100% employer match about $198,336 at 4% or $132,224 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-12$2,297,620$190,403$15,867iApproximate average salary by contribution assumption: employee only about $396,673 at 4% or $264,449 at 6%; with 50% employer match about $264,449 at 4% or $176,299 at 6%; with 100% employer match about $198,336 at 4% or $132,224 at 6%.
2022112$1,788,763$159,520$13,293iApproximate average salary by contribution assumption: employee only about $332,333 at 4% or $221,556 at 6%; with 50% employer match about $221,556 at 4% or $147,704 at 6%; with 100% employer match about $166,167 at 4% or $110,778 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-12$1,788,763$159,520$13,293iApproximate average salary by contribution assumption: employee only about $332,333 at 4% or $221,556 at 6%; with 50% employer match about $221,556 at 4% or $147,704 at 6%; with 100% employer match about $166,167 at 4% or $110,778 at 6%.
2021111$1,964,132$169,559$15,414iApproximate average salary by contribution assumption: employee only about $385,361 at 4% or $256,908 at 6%; with 50% employer match about $256,908 at 4% or $171,272 at 6%; with 100% employer match about $192,681 at 4% or $128,454 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-11$1,964,132$169,559$15,414iApproximate average salary by contribution assumption: employee only about $385,361 at 4% or $256,908 at 6%; with 50% employer match about $256,908 at 4% or $171,272 at 6%; with 100% employer match about $192,681 at 4% or $128,454 at 6%.
2020110$1,755,124$185,962$18,596iApproximate average salary by contribution assumption: employee only about $464,905 at 4% or $309,937 at 6%; with 50% employer match about $309,937 at 4% or $206,624 at 6%; with 100% employer match about $232,453 at 4% or $154,968 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-10$1,755,124$185,962$18,596iApproximate average salary by contribution assumption: employee only about $464,905 at 4% or $309,937 at 6%; with 50% employer match about $309,937 at 4% or $206,624 at 6%; with 100% employer match about $232,453 at 4% or $154,968 at 6%.
2019110$1,663,832$180,763$18,076iApproximate average salary by contribution assumption: employee only about $451,908 at 4% or $301,272 at 6%; with 50% employer match about $301,272 at 4% or $200,848 at 6%; with 100% employer match about $225,954 at 4% or $150,636 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-10$1,663,832$180,763$18,076iApproximate average salary by contribution assumption: employee only about $451,908 at 4% or $301,272 at 6%; with 50% employer match about $301,272 at 4% or $200,848 at 6%; with 100% employer match about $225,954 at 4% or $150,636 at 6%.
2018110$1,484,472$165,355$16,536iApproximate average salary by contribution assumption: employee only about $413,388 at 4% or $275,592 at 6%; with 50% employer match about $275,592 at 4% or $183,728 at 6%; with 100% employer match about $206,694 at 4% or $137,796 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-10$1,484,472$165,355$16,536iApproximate average salary by contribution assumption: employee only about $413,388 at 4% or $275,592 at 6%; with 50% employer match about $275,592 at 4% or $183,728 at 6%; with 100% employer match about $206,694 at 4% or $137,796 at 6%.
2017110$2,213,521$163,001$16,300iApproximate average salary by contribution assumption: employee only about $407,503 at 4% or $271,668 at 6%; with 50% employer match about $271,668 at 4% or $181,112 at 6%; with 100% employer match about $203,751 at 4% or $135,834 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-10$2,213,521$163,001$16,300iApproximate average salary by contribution assumption: employee only about $407,503 at 4% or $271,668 at 6%; with 50% employer match about $271,668 at 4% or $181,112 at 6%; with 100% employer match about $203,751 at 4% or $135,834 at 6%.
201617$1,861,451$251,961$35,994iApproximate average salary by contribution assumption: employee only about $899,861 at 4% or $599,907 at 6%; with 50% employer match about $599,907 at 4% or $399,938 at 6%; with 100% employer match about $449,930 at 4% or $299,954 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-7$1,861,451$251,961$35,994iApproximate average salary by contribution assumption: employee only about $899,861 at 4% or $599,907 at 6%; with 50% employer match about $599,907 at 4% or $399,938 at 6%; with 100% employer match about $449,930 at 4% or $299,954 at 6%.
201515$1,379,835$121,876$24,375iApproximate average salary by contribution assumption: employee only about $609,380 at 4% or $406,253 at 6%; with 50% employer match about $406,253 at 4% or $270,836 at 6%; with 100% employer match about $304,690 at 4% or $203,127 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-5$1,379,835$121,876$24,375iApproximate average salary by contribution assumption: employee only about $609,380 at 4% or $406,253 at 6%; with 50% employer match about $406,253 at 4% or $270,836 at 6%; with 100% employer match about $304,690 at 4% or $203,127 at 6%.
201415$1,431,752$96,290$19,258iApproximate average salary by contribution assumption: employee only about $481,450 at 4% or $320,967 at 6%; with 50% employer match about $320,967 at 4% or $213,978 at 6%; with 100% employer match about $240,725 at 4% or $160,483 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-5$1,431,752$96,290$19,258iApproximate average salary by contribution assumption: employee only about $481,450 at 4% or $320,967 at 6%; with 50% employer match about $320,967 at 4% or $213,978 at 6%; with 100% employer match about $240,725 at 4% or $160,483 at 6%.
201315$1,293,884$108,306$21,661iApproximate average salary by contribution assumption: employee only about $541,530 at 4% or $361,020 at 6%; with 50% employer match about $361,020 at 4% or $240,680 at 6%; with 100% employer match about $270,765 at 4% or $180,510 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-5$1,293,884$108,306$21,661iApproximate average salary by contribution assumption: employee only about $541,530 at 4% or $361,020 at 6%; with 50% employer match about $361,020 at 4% or $240,680 at 6%; with 100% employer match about $270,765 at 4% or $180,510 at 6%.
201215$1,183,899$81,254$16,251iApproximate average salary by contribution assumption: employee only about $406,270 at 4% or $270,847 at 6%; with 50% employer match about $270,847 at 4% or $180,564 at 6%; with 100% employer match about $203,135 at 4% or $135,423 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-5$1,183,899$81,254$16,251iApproximate average salary by contribution assumption: employee only about $406,270 at 4% or $270,847 at 6%; with 50% employer match about $270,847 at 4% or $180,564 at 6%; with 100% employer match about $203,135 at 4% or $135,423 at 6%.
201116$1,023,746$76,170$12,695iApproximate average salary by contribution assumption: employee only about $317,375 at 4% or $211,583 at 6%; with 50% employer match about $211,583 at 4% or $141,056 at 6%; with 100% employer match about $158,688 at 4% or $105,792 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-6$1,023,746$76,170$12,695iApproximate average salary by contribution assumption: employee only about $317,375 at 4% or $211,583 at 6%; with 50% employer match about $211,583 at 4% or $141,056 at 6%; with 100% employer match about $158,688 at 4% or $105,792 at 6%.
201017$966,001$71,214$10,173iApproximate average salary by contribution assumption: employee only about $254,336 at 4% or $169,557 at 6%; with 50% employer match about $169,557 at 4% or $113,038 at 6%; with 100% employer match about $127,168 at 4% or $84,779 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-7$966,001$71,214$10,173iApproximate average salary by contribution assumption: employee only about $254,336 at 4% or $169,557 at 6%; with 50% employer match about $169,557 at 4% or $113,038 at 6%; with 100% employer match about $127,168 at 4% or $84,779 at 6%.
200918$836,459$69,291$8,661iApproximate average salary by contribution assumption: employee only about $216,534 at 4% or $144,356 at 6%; with 50% employer match about $144,356 at 4% or $96,238 at 6%; with 100% employer match about $108,267 at 4% or $72,178 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-8$836,459$69,291$8,661iApproximate average salary by contribution assumption: employee only about $216,534 at 4% or $144,356 at 6%; with 50% employer match about $144,356 at 4% or $96,238 at 6%; with 100% employer match about $108,267 at 4% or $72,178 at 6%.
200817$704,735$65,626$9,375iApproximate average salary by contribution assumption: employee only about $234,379 at 4% or $156,252 at 6%; with 50% employer match about $156,252 at 4% or $104,168 at 6%; with 100% employer match about $117,189 at 4% or $78,126 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-7$704,735$65,626$9,375iApproximate average salary by contribution assumption: employee only about $234,379 at 4% or $156,252 at 6%; with 50% employer match about $156,252 at 4% or $104,168 at 6%; with 100% employer match about $117,189 at 4% or $78,126 at 6%.
200716$895,557$67,982$11,330iApproximate average salary by contribution assumption: employee only about $283,258 at 4% or $188,839 at 6%; with 50% employer match about $188,839 at 4% or $125,893 at 6%; with 100% employer match about $141,629 at 4% or $94,419 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-6$895,557$67,982$11,330iApproximate average salary by contribution assumption: employee only about $283,258 at 4% or $188,839 at 6%; with 50% employer match about $188,839 at 4% or $125,893 at 6%; with 100% employer match about $141,629 at 4% or $94,419 at 6%.
200619$900,838$103,929$11,548iApproximate average salary by contribution assumption: employee only about $288,692 at 4% or $192,461 at 6%; with 50% employer match about $192,461 at 4% or $128,307 at 6%; with 100% employer match about $144,346 at 4% or $96,231 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-9$900,838$103,929$11,548iApproximate average salary by contribution assumption: employee only about $288,692 at 4% or $192,461 at 6%; with 50% employer match about $192,461 at 4% or $128,307 at 6%; with 100% employer match about $144,346 at 4% or $96,231 at 6%.
200519$745,718$104,664$11,629iApproximate average salary by contribution assumption: employee only about $290,733 at 4% or $193,822 at 6%; with 50% employer match about $193,822 at 4% or $129,215 at 6%; with 100% employer match about $145,367 at 4% or $96,911 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-9$745,718$104,664$11,629iApproximate average salary by contribution assumption: employee only about $290,733 at 4% or $193,822 at 6%; with 50% employer match about $193,822 at 4% or $129,215 at 6%; with 100% employer match about $145,367 at 4% or $96,911 at 6%.
200419$593,829$92,480$10,276iApproximate average salary by contribution assumption: employee only about $256,889 at 4% or $171,259 at 6%; with 50% employer match about $171,259 at 4% or $114,173 at 6%; with 100% employer match about $128,444 at 4% or $85,630 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-9$593,829$92,480$10,276iApproximate average salary by contribution assumption: employee only about $256,889 at 4% or $171,259 at 6%; with 50% employer match about $171,259 at 4% or $114,173 at 6%; with 100% employer match about $128,444 at 4% or $85,630 at 6%.
200317$724,120$53,888$7,698iApproximate average salary by contribution assumption: employee only about $192,457 at 4% or $128,305 at 6%; with 50% employer match about $128,305 at 4% or $85,537 at 6%; with 100% employer match about $96,229 at 4% or $64,152 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-7$724,120$53,888$7,698iApproximate average salary by contribution assumption: employee only about $192,457 at 4% or $128,305 at 6%; with 50% employer match about $128,305 at 4% or $85,537 at 6%; with 100% employer match about $96,229 at 4% or $64,152 at 6%.
200218$648,250$102,886$12,861iApproximate average salary by contribution assumption: employee only about $321,519 at 4% or $214,346 at 6%; with 50% employer match about $214,346 at 4% or $142,897 at 6%; with 100% employer match about $160,759 at 4% or $107,173 at 6%.
Withey Morris, P. L. C. Profit Sharing Plan-8$648,250$102,886$12,861iApproximate average salary by contribution assumption: employee only about $321,519 at 4% or $214,346 at 6%; with 50% employer match about $214,346 at 4% or $142,897 at 6%; with 100% employer match about $160,759 at 4% or $107,173 at 6%.
200116$0$0-
Withey Morris, P. L. C. Profit Sharing Plan-6---
200017$0$0-
Withey Morris, P. L. C. Profit Sharing Plan-7---
Withey Morris, P.L.C. | EIN 86-0846620 | 2024 Form 5500 Company Profile