Mercermorgan LLC
Plan context: Mercer Morgan LLC 401(K) Profit Sharing Plan
EIN 86-1018693 • Scottsdale, AZ • 34 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$5,060,872
2024 Contributions
$76,939
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 6 | $5,060,872 | $76,939 | $12,823iApproximate average salary by contribution assumption: employee only about $320,579 at 4% or $213,719 at 6%; with 50% employer match about $213,719 at 4% or $142,480 at 6%; with 100% employer match about $160,290 at 4% or $106,860 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $4,616,178 | $76,939 | $12,823iApproximate average salary by contribution assumption: employee only about $320,579 at 4% or $213,719 at 6%; with 50% employer match about $213,719 at 4% or $142,480 at 6%; with 100% employer match about $160,290 at 4% or $106,860 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 4 | $444,694 | $0 | - |
| 2023 | 2 | 6 | $4,917,488 | $78,087 | $13,015iApproximate average salary by contribution assumption: employee only about $325,363 at 4% or $216,908 at 6%; with 50% employer match about $216,908 at 4% or $144,606 at 6%; with 100% employer match about $162,681 at 4% or $108,454 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $4,560,821 | $75,087 | $12,515iApproximate average salary by contribution assumption: employee only about $312,863 at 4% or $208,575 at 6%; with 50% employer match about $208,575 at 4% or $139,050 at 6%; with 100% employer match about $156,431 at 4% or $104,288 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 5 | $356,667 | $3,000 | $600iApproximate average salary by contribution assumption: employee only about $15,000 at 4% or $10,000 at 6%; with 50% employer match about $10,000 at 4% or $6,667 at 6%; with 100% employer match about $7,500 at 4% or $5,000 at 6%. |
| 2022 | 2 | 6 | $4,560,322 | $89,109 | $14,852iApproximate average salary by contribution assumption: employee only about $371,288 at 4% or $247,525 at 6%; with 50% employer match about $247,525 at 4% or $165,017 at 6%; with 100% employer match about $185,644 at 4% or $123,763 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $4,281,813 | $89,109 | $14,852iApproximate average salary by contribution assumption: employee only about $371,288 at 4% or $247,525 at 6%; with 50% employer match about $247,525 at 4% or $165,017 at 6%; with 100% employer match about $185,644 at 4% or $123,763 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 6 | $278,509 | $0 | - |
| 2021 | 2 | 7 | $5,117,590 | $111,223 | $15,889iApproximate average salary by contribution assumption: employee only about $397,225 at 4% or $264,817 at 6%; with 50% employer match about $264,817 at 4% or $176,544 at 6%; with 100% employer match about $198,613 at 4% or $132,408 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $4,775,556 | $111,223 | $18,537iApproximate average salary by contribution assumption: employee only about $463,429 at 4% or $308,953 at 6%; with 50% employer match about $308,953 at 4% or $205,969 at 6%; with 100% employer match about $231,715 at 4% or $154,476 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $342,034 | $0 | - |
| 2020 | 2 | 7 | $3,956,145 | $106,900 | $15,271iApproximate average salary by contribution assumption: employee only about $381,786 at 4% or $254,524 at 6%; with 50% employer match about $254,524 at 4% or $169,683 at 6%; with 100% employer match about $190,893 at 4% or $127,262 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $3,688,894 | $104,900 | $17,483iApproximate average salary by contribution assumption: employee only about $437,083 at 4% or $291,389 at 6%; with 50% employer match about $291,389 at 4% or $194,259 at 6%; with 100% employer match about $218,542 at 4% or $145,694 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $267,251 | $2,000 | $286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%. |
| 2019 | 2 | 7 | $3,693,763 | $103,456 | $14,779iApproximate average salary by contribution assumption: employee only about $369,486 at 4% or $246,324 at 6%; with 50% employer match about $246,324 at 4% or $164,216 at 6%; with 100% employer match about $184,743 at 4% or $123,162 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 7 | $3,468,714 | $97,456 | $13,922iApproximate average salary by contribution assumption: employee only about $348,057 at 4% or $232,038 at 6%; with 50% employer match about $232,038 at 4% or $154,692 at 6%; with 100% employer match about $174,029 at 4% or $116,019 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $225,049 | $6,000 | $857iApproximate average salary by contribution assumption: employee only about $21,429 at 4% or $14,286 at 6%; with 50% employer match about $14,286 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%. |
| 2018 | 2 | 8 | $3,126,626 | $126,561 | $15,820iApproximate average salary by contribution assumption: employee only about $395,503 at 4% or $263,669 at 6%; with 50% employer match about $263,669 at 4% or $175,779 at 6%; with 100% employer match about $197,752 at 4% or $131,834 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 8 | $2,839,582 | $126,561 | $15,820iApproximate average salary by contribution assumption: employee only about $395,503 at 4% or $263,669 at 6%; with 50% employer match about $263,669 at 4% or $175,779 at 6%; with 100% employer match about $197,752 at 4% or $131,834 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $287,044 | $0 | - |
| 2017 | 2 | 8 | $4,447,940 | $103,984 | $12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 8 | $4,154,113 | $103,984 | $12,998iApproximate average salary by contribution assumption: employee only about $324,950 at 4% or $216,633 at 6%; with 50% employer match about $216,633 at 4% or $144,422 at 6%; with 100% employer match about $162,475 at 4% or $108,317 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $293,827 | $0 | - |
| 2016 | 2 | 7 | $3,667,135 | $135,795 | $19,399iApproximate average salary by contribution assumption: employee only about $484,982 at 4% or $323,321 at 6%; with 50% employer match about $323,321 at 4% or $215,548 at 6%; with 100% employer match about $242,491 at 4% or $161,661 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 7 | $3,425,634 | $135,795 | $19,399iApproximate average salary by contribution assumption: employee only about $484,982 at 4% or $323,321 at 6%; with 50% employer match about $323,321 at 4% or $215,548 at 6%; with 100% employer match about $242,491 at 4% or $161,661 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $241,501 | $0 | - |
| 2015 | 2 | 7 | $3,162,838 | $136,520 | $19,503iApproximate average salary by contribution assumption: employee only about $487,571 at 4% or $325,048 at 6%; with 50% employer match about $325,048 at 4% or $216,698 at 6%; with 100% employer match about $243,786 at 4% or $162,524 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 7 | $2,957,832 | $136,520 | $19,503iApproximate average salary by contribution assumption: employee only about $487,571 at 4% or $325,048 at 6%; with 50% employer match about $325,048 at 4% or $216,698 at 6%; with 100% employer match about $243,786 at 4% or $162,524 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $205,006 | $0 | - |
| 2014 | 2 | 7 | $3,149,141 | $358,142 | $51,163iApproximate average salary by contribution assumption: employee only about $1,279,079 at 4% or $852,719 at 6%; with 50% employer match about $852,719 at 4% or $568,479 at 6%; with 100% employer match about $639,539 at 4% or $426,360 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 7 | $2,944,141 | $153,142 | $21,877iApproximate average salary by contribution assumption: employee only about $546,936 at 4% or $364,624 at 6%; with 50% employer match about $364,624 at 4% or $243,083 at 6%; with 100% employer match about $273,468 at 4% or $182,312 at 6%. |
| Mercermorgan LLC Cash Balance Plan | - | 7 | $205,000 | $205,000 | $29,286iApproximate average salary by contribution assumption: employee only about $732,143 at 4% or $488,095 at 6%; with 50% employer match about $488,095 at 4% or $325,397 at 6%; with 100% employer match about $366,071 at 4% or $244,048 at 6%. |
| 2013 | 1 | 6 | $2,407,369 | $156,829 | $26,138iApproximate average salary by contribution assumption: employee only about $653,454 at 4% or $435,636 at 6%; with 50% employer match about $435,636 at 4% or $290,424 at 6%; with 100% employer match about $326,727 at 4% or $217,818 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $2,407,369 | $156,829 | $26,138iApproximate average salary by contribution assumption: employee only about $653,454 at 4% or $435,636 at 6%; with 50% employer match about $435,636 at 4% or $290,424 at 6%; with 100% employer match about $326,727 at 4% or $217,818 at 6%. |
| 2012 | 1 | 5 | $1,813,649 | $148,467 | $29,693iApproximate average salary by contribution assumption: employee only about $742,335 at 4% or $494,890 at 6%; with 50% employer match about $494,890 at 4% or $329,927 at 6%; with 100% employer match about $371,168 at 4% or $247,445 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 5 | $1,813,649 | $148,467 | $29,693iApproximate average salary by contribution assumption: employee only about $742,335 at 4% or $494,890 at 6%; with 50% employer match about $494,890 at 4% or $329,927 at 6%; with 100% employer match about $371,168 at 4% or $247,445 at 6%. |
| 2011 | 1 | 6 | $1,495,027 | $141,745 | $23,624iApproximate average salary by contribution assumption: employee only about $590,604 at 4% or $393,736 at 6%; with 50% employer match about $393,736 at 4% or $262,491 at 6%; with 100% employer match about $295,302 at 4% or $196,868 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $1,495,027 | $141,745 | $23,624iApproximate average salary by contribution assumption: employee only about $590,604 at 4% or $393,736 at 6%; with 50% employer match about $393,736 at 4% or $262,491 at 6%; with 100% employer match about $295,302 at 4% or $196,868 at 6%. |
| 2010 | 1 | 6 | $1,411,824 | $168,757 | $28,126iApproximate average salary by contribution assumption: employee only about $703,154 at 4% or $468,769 at 6%; with 50% employer match about $468,769 at 4% or $312,513 at 6%; with 100% employer match about $351,577 at 4% or $234,385 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $1,411,824 | $168,757 | $28,126iApproximate average salary by contribution assumption: employee only about $703,154 at 4% or $468,769 at 6%; with 50% employer match about $468,769 at 4% or $312,513 at 6%; with 100% employer match about $351,577 at 4% or $234,385 at 6%. |
| 2009 | 1 | 4 | $1,070,390 | $126,554 | $31,639iApproximate average salary by contribution assumption: employee only about $790,963 at 4% or $527,308 at 6%; with 50% employer match about $527,308 at 4% or $351,539 at 6%; with 100% employer match about $395,481 at 4% or $263,654 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 4 | $1,070,390 | $126,554 | $31,639iApproximate average salary by contribution assumption: employee only about $790,963 at 4% or $527,308 at 6%; with 50% employer match about $527,308 at 4% or $351,539 at 6%; with 100% employer match about $395,481 at 4% or $263,654 at 6%. |
| 2008 | 1 | 5 | $924,922 | $132,771 | $26,554iApproximate average salary by contribution assumption: employee only about $663,855 at 4% or $442,570 at 6%; with 50% employer match about $442,570 at 4% or $295,047 at 6%; with 100% employer match about $331,928 at 4% or $221,285 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 5 | $924,922 | $132,771 | $26,554iApproximate average salary by contribution assumption: employee only about $663,855 at 4% or $442,570 at 6%; with 50% employer match about $442,570 at 4% or $295,047 at 6%; with 100% employer match about $331,928 at 4% or $221,285 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 4 | $834,839 | $126,047 | $31,512iApproximate average salary by contribution assumption: employee only about $787,794 at 4% or $525,196 at 6%; with 50% employer match about $525,196 at 4% or $350,131 at 6%; with 100% employer match about $393,897 at 4% or $262,598 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 4 | $834,839 | $126,047 | $31,512iApproximate average salary by contribution assumption: employee only about $787,794 at 4% or $525,196 at 6%; with 50% employer match about $525,196 at 4% or $350,131 at 6%; with 100% employer match about $393,897 at 4% or $262,598 at 6%. |
| 2005 | 1 | 6 | $668,477 | $145,491 | $24,249iApproximate average salary by contribution assumption: employee only about $606,213 at 4% or $404,142 at 6%; with 50% employer match about $404,142 at 4% or $269,428 at 6%; with 100% employer match about $303,106 at 4% or $202,071 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 6 | $668,477 | $145,491 | $24,249iApproximate average salary by contribution assumption: employee only about $606,213 at 4% or $404,142 at 6%; with 50% employer match about $404,142 at 4% or $269,428 at 6%; with 100% employer match about $303,106 at 4% or $202,071 at 6%. |
| 2004 | 1 | 5 | $482,064 | $104,765 | $20,953iApproximate average salary by contribution assumption: employee only about $523,825 at 4% or $349,217 at 6%; with 50% employer match about $349,217 at 4% or $232,811 at 6%; with 100% employer match about $261,913 at 4% or $174,608 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 5 | $482,064 | $104,765 | $20,953iApproximate average salary by contribution assumption: employee only about $523,825 at 4% or $349,217 at 6%; with 50% employer match about $349,217 at 4% or $232,811 at 6%; with 100% employer match about $261,913 at 4% or $174,608 at 6%. |
| 2003 | 1 | 3 | $348,977 | $262,344 | $87,448iApproximate average salary by contribution assumption: employee only about $2,186,200 at 4% or $1,457,467 at 6%; with 50% employer match about $1,457,467 at 4% or $971,644 at 6%; with 100% employer match about $1,093,100 at 4% or $728,733 at 6%. |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 3 | $348,977 | $262,344 | $87,448iApproximate average salary by contribution assumption: employee only about $2,186,200 at 4% or $1,457,467 at 6%; with 50% employer match about $1,457,467 at 4% or $971,644 at 6%; with 100% employer match about $1,093,100 at 4% or $728,733 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Mercer Morgan LLC 401(K) Profit Sharing Plan | - | 2 | - | - | - |