Fred a. Moreton & Company
Plan context: Moreton Companies Profit Sharing Plan
EIN 87-0218394 • Salt Lake City, UT • 61 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
255
2024 Assets
$66,548,986
2024 Contributions
$4,501,352
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 | 255 | $66,548,986 | $4,501,352 | $17,652iApproximate average salary by contribution assumption: employee only about $441,309 at 4% or $294,206 at 6%; with 50% employer match about $294,206 at 4% or $196,137 at 6%; with 100% employer match about $220,655 at 4% or $147,103 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 230 | $66,548,986 | $4,501,352 | $19,571iApproximate average salary by contribution assumption: employee only about $489,277 at 4% or $326,185 at 6%; with 50% employer match about $326,185 at 4% or $217,457 at 6%; with 100% employer match about $244,639 at 4% or $163,092 at 6%. |
| Fred a. Moreton Health Plans | - | 255 | - | - | - |
| 2023 | 2 | 248 | $62,905,498 | $3,732,569 | $15,051iApproximate average salary by contribution assumption: employee only about $376,267 at 4% or $250,845 at 6%; with 50% employer match about $250,845 at 4% or $167,230 at 6%; with 100% employer match about $188,134 at 4% or $125,422 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 232 | $62,905,498 | $3,732,569 | $16,089iApproximate average salary by contribution assumption: employee only about $402,216 at 4% or $268,144 at 6%; with 50% employer match about $268,144 at 4% or $178,763 at 6%; with 100% employer match about $201,108 at 4% or $134,072 at 6%. |
| Fred a. Moreton Health Plans | - | 248 | - | - | - |
| 2022 | 2 | 268 | $55,699,567 | $3,536,206 | $13,195iApproximate average salary by contribution assumption: employee only about $329,870 at 4% or $219,913 at 6%; with 50% employer match about $219,913 at 4% or $146,609 at 6%; with 100% employer match about $164,935 at 4% or $109,957 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 222 | $55,699,567 | $3,536,206 | $15,929iApproximate average salary by contribution assumption: employee only about $398,221 at 4% or $265,481 at 6%; with 50% employer match about $265,481 at 4% or $176,987 at 6%; with 100% employer match about $199,111 at 4% or $132,740 at 6%. |
| Fred a. Moreton Health Plans | - | 268 | - | - | - |
| 2021 | 2 | 244 | $65,837,372 | $3,485,834 | $14,286iApproximate average salary by contribution assumption: employee only about $357,155 at 4% or $238,103 at 6%; with 50% employer match about $238,103 at 4% or $158,736 at 6%; with 100% employer match about $178,578 at 4% or $119,052 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 194 | $65,837,372 | $3,485,834 | $17,968iApproximate average salary by contribution assumption: employee only about $449,205 at 4% or $299,470 at 6%; with 50% employer match about $299,470 at 4% or $199,647 at 6%; with 100% employer match about $224,603 at 4% or $149,735 at 6%. |
| Fred a. Moreton Health Plans | - | 244 | - | - | - |
| 2020 | 2 | 223 | $59,934,120 | $3,207,840 | $14,385iApproximate average salary by contribution assumption: employee only about $359,623 at 4% or $239,749 at 6%; with 50% employer match about $239,749 at 4% or $159,833 at 6%; with 100% employer match about $179,812 at 4% or $119,874 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 223 | $59,934,120 | $3,207,840 | $14,385iApproximate average salary by contribution assumption: employee only about $359,623 at 4% or $239,749 at 6%; with 50% employer match about $239,749 at 4% or $159,833 at 6%; with 100% employer match about $179,812 at 4% or $119,874 at 6%. |
| Fred a. Moreton Health Plans | - | 222 | - | - | - |
| 2019 | 2 | 224 | $52,411,576 | $2,743,997 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,166 at 6%; with 50% employer match about $204,166 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 180 | $52,411,576 | $2,743,997 | $15,244iApproximate average salary by contribution assumption: employee only about $381,111 at 4% or $254,074 at 6%; with 50% employer match about $254,074 at 4% or $169,383 at 6%; with 100% employer match about $190,555 at 4% or $127,037 at 6%. |
| Fred a. Moreton Health Plans | - | 224 | - | - | - |
| 2018 | 2 | 196 | $42,916,753 | $2,661,884 | $13,581iApproximate average salary by contribution assumption: employee only about $339,526 at 4% or $226,351 at 6%; with 50% employer match about $226,351 at 4% or $150,900 at 6%; with 100% employer match about $169,763 at 4% or $113,175 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 196 | $42,916,753 | $2,661,884 | $13,581iApproximate average salary by contribution assumption: employee only about $339,526 at 4% or $226,351 at 6%; with 50% employer match about $226,351 at 4% or $150,900 at 6%; with 100% employer match about $169,763 at 4% or $113,175 at 6%. |
| Fred a. Moreton Health Plans | - | 163 | - | - | - |
| 2017 | 2 | 205 | $44,948,635 | $2,816,837 | $13,741iApproximate average salary by contribution assumption: employee only about $343,517 at 4% or $229,011 at 6%; with 50% employer match about $229,011 at 4% or $152,674 at 6%; with 100% employer match about $171,758 at 4% or $114,506 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 183 | $44,948,635 | $2,816,837 | $15,393iApproximate average salary by contribution assumption: employee only about $384,814 at 4% or $256,543 at 6%; with 50% employer match about $256,543 at 4% or $171,028 at 6%; with 100% employer match about $192,407 at 4% or $128,271 at 6%. |
| Fred a. Moreton Health Plans | - | 205 | - | - | - |
| 2016 | 2 | 199 | $38,879,789 | $2,221,239 | $11,162iApproximate average salary by contribution assumption: employee only about $279,050 at 4% or $186,033 at 6%; with 50% employer match about $186,033 at 4% or $124,022 at 6%; with 100% employer match about $139,525 at 4% or $93,017 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 173 | $38,879,789 | $2,221,239 | $12,840iApproximate average salary by contribution assumption: employee only about $320,988 at 4% or $213,992 at 6%; with 50% employer match about $213,992 at 4% or $142,661 at 6%; with 100% employer match about $160,494 at 4% or $106,996 at 6%. |
| Fred a. Moreton Health Plans | - | 199 | - | - | - |
| 2015 | 2 | 192 | $43,042,153 | $2,542,135 | $13,240iApproximate average salary by contribution assumption: employee only about $331,007 at 4% or $220,671 at 6%; with 50% employer match about $220,671 at 4% or $147,114 at 6%; with 100% employer match about $165,504 at 4% or $110,336 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 176 | $43,042,153 | $2,542,135 | $14,444iApproximate average salary by contribution assumption: employee only about $361,099 at 4% or $240,732 at 6%; with 50% employer match about $240,732 at 4% or $160,488 at 6%; with 100% employer match about $180,549 at 4% or $120,366 at 6%. |
| Fred a. Moreton Health Plans | - | 192 | - | - | - |
| 2014 | 2 | 196 | $42,942,568 | $2,231,191 | $11,384iApproximate average salary by contribution assumption: employee only about $284,591 at 4% or $189,727 at 6%; with 50% employer match about $189,727 at 4% or $126,485 at 6%; with 100% employer match about $142,295 at 4% or $94,864 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 164 | $42,942,568 | $2,231,191 | $13,605iApproximate average salary by contribution assumption: employee only about $340,121 at 4% or $226,747 at 6%; with 50% employer match about $226,747 at 4% or $151,165 at 6%; with 100% employer match about $170,060 at 4% or $113,374 at 6%. |
| Fred a. Moreton Health Plans | - | 196 | - | - | - |
| 2013 | 2 | 184 | $42,987,590 | $1,934,461 | $10,513iApproximate average salary by contribution assumption: employee only about $262,834 at 4% or $175,223 at 6%; with 50% employer match about $175,223 at 4% or $116,815 at 6%; with 100% employer match about $131,417 at 4% or $87,611 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 146 | $42,987,590 | $1,934,461 | $13,250iApproximate average salary by contribution assumption: employee only about $331,243 at 4% or $220,829 at 6%; with 50% employer match about $220,829 at 4% or $147,219 at 6%; with 100% employer match about $165,622 at 4% or $110,414 at 6%. |
| Fred a. Moreton Health Plans | - | 184 | - | - | - |
| 2012 | 2 | 172 | $35,713,391 | $1,921,476 | $11,171iApproximate average salary by contribution assumption: employee only about $279,284 at 4% or $186,190 at 6%; with 50% employer match about $186,190 at 4% or $124,126 at 6%; with 100% employer match about $139,642 at 4% or $93,095 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 155 | $35,713,391 | $1,921,476 | $12,397iApproximate average salary by contribution assumption: employee only about $309,915 at 4% or $206,610 at 6%; with 50% employer match about $206,610 at 4% or $137,740 at 6%; with 100% employer match about $154,958 at 4% or $103,305 at 6%. |
| Fred a. Moreton Health Plans | - | 172 | - | - | - |
| 2011 | 2 | 150 | $33,578,576 | $1,681,761 | $11,212iApproximate average salary by contribution assumption: employee only about $280,294 at 4% or $186,862 at 6%; with 50% employer match about $186,862 at 4% or $124,575 at 6%; with 100% employer match about $140,147 at 4% or $93,431 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 146 | $33,578,576 | $1,681,761 | $11,519iApproximate average salary by contribution assumption: employee only about $287,973 at 4% or $191,982 at 6%; with 50% employer match about $191,982 at 4% or $127,988 at 6%; with 100% employer match about $143,986 at 4% or $95,991 at 6%. |
| Fred a. Moreton Health Plans | - | 150 | - | - | - |
| 2010 | 2 | 149 | $36,184,790 | $1,583,878 | $10,630iApproximate average salary by contribution assumption: employee only about $265,751 at 4% or $177,168 at 6%; with 50% employer match about $177,168 at 4% or $118,112 at 6%; with 100% employer match about $132,876 at 4% or $88,584 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 149 | $36,184,790 | $1,583,878 | $10,630iApproximate average salary by contribution assumption: employee only about $265,751 at 4% or $177,168 at 6%; with 50% employer match about $177,168 at 4% or $118,112 at 6%; with 100% employer match about $132,876 at 4% or $88,584 at 6%. |
| Fred a. Moreton Health Plans | - | 134 | - | - | - |
| 2009 | 2 | 154 | $32,770,181 | $1,620,800 | $10,525iApproximate average salary by contribution assumption: employee only about $263,117 at 4% or $175,411 at 6%; with 50% employer match about $175,411 at 4% or $116,941 at 6%; with 100% employer match about $131,558 at 4% or $87,706 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 154 | $32,770,181 | $1,620,800 | $10,525iApproximate average salary by contribution assumption: employee only about $263,117 at 4% or $175,411 at 6%; with 50% employer match about $175,411 at 4% or $116,941 at 6%; with 100% employer match about $131,558 at 4% or $87,706 at 6%. |
| Fred a. Moreton Health Plans | - | 134 | - | - | - |
| 2008 | 2 | 181 | $25,885,991 | $3,342,147 | $18,465iApproximate average salary by contribution assumption: employee only about $461,623 at 4% or $307,748 at 6%; with 50% employer match about $307,748 at 4% or $205,166 at 6%; with 100% employer match about $230,811 at 4% or $153,874 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 181 | $25,885,991 | $3,342,147 | $18,465iApproximate average salary by contribution assumption: employee only about $461,623 at 4% or $307,748 at 6%; with 50% employer match about $307,748 at 4% or $205,166 at 6%; with 100% employer match about $230,811 at 4% or $153,874 at 6%. |
| Fred a. Moreton Health Plans | - | 157 | - | - | - |
| 2007 | 3 | 170 | $35,584,553 | $15,666,634 | $92,157iApproximate average salary by contribution assumption: employee only about $2,303,917 at 4% or $1,535,945 at 6%; with 50% employer match about $1,535,945 at 4% or $1,023,963 at 6%; with 100% employer match about $1,151,958 at 4% or $767,972 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 139 | $35,584,553 | $15,666,634 | $112,710iApproximate average salary by contribution assumption: employee only about $2,817,740 at 4% or $1,878,493 at 6%; with 50% employer match about $1,878,493 at 4% or $1,252,329 at 6%; with 100% employer match about $1,408,870 at 4% or $939,247 at 6%. |
| Fred a. Moreton Health Plans | - | 170 | - | - | - |
| Moreton Companies Money Purchase Pension Plan | - | 0 | - | - | - |
| 2006 | 3 | 168 | $31,490,584 | $2,810,464 | $16,729iApproximate average salary by contribution assumption: employee only about $418,224 at 4% or $278,816 at 6%; with 50% employer match about $278,816 at 4% or $185,877 at 6%; with 100% employer match about $209,112 at 4% or $139,408 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 129 | $18,468,113 | $1,866,947 | $14,472iApproximate average salary by contribution assumption: employee only about $361,811 at 4% or $241,208 at 6%; with 50% employer match about $241,208 at 4% or $160,805 at 6%; with 100% employer match about $180,906 at 4% or $120,604 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 121 | $13,022,471 | $943,517 | $7,798iApproximate average salary by contribution assumption: employee only about $194,942 at 4% or $129,961 at 6%; with 50% employer match about $129,961 at 4% or $86,641 at 6%; with 100% employer match about $97,471 at 4% or $64,981 at 6%. |
| Fred a. Moreton Health Plans | - | 168 | - | - | - |
| 2005 | 3 | 143 | $29,847,759 | $1,701,494 | $11,899iApproximate average salary by contribution assumption: employee only about $297,464 at 4% or $198,309 at 6%; with 50% employer match about $198,309 at 4% or $132,206 at 6%; with 100% employer match about $148,732 at 4% or $99,155 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 111 | $17,224,790 | $850,247 | $7,660iApproximate average salary by contribution assumption: employee only about $191,497 at 4% or $127,665 at 6%; with 50% employer match about $127,665 at 4% or $85,110 at 6%; with 100% employer match about $95,749 at 4% or $63,832 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 132 | $12,622,969 | $851,247 | $6,449iApproximate average salary by contribution assumption: employee only about $161,221 at 4% or $107,481 at 6%; with 50% employer match about $107,481 at 4% or $71,654 at 6%; with 100% employer match about $80,611 at 4% or $53,740 at 6%. |
| Fred a. Moreton Health Plans | - | 143 | - | - | - |
| 2004 | 3 | 131 | $28,094,193 | $1,589,803 | $12,136iApproximate average salary by contribution assumption: employee only about $303,398 at 4% or $202,265 at 6%; with 50% employer match about $202,265 at 4% or $134,843 at 6%; with 100% employer match about $151,699 at 4% or $101,133 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 131 | $16,363,640 | $796,001 | $6,076iApproximate average salary by contribution assumption: employee only about $151,909 at 4% or $101,272 at 6%; with 50% employer match about $101,272 at 4% or $67,515 at 6%; with 100% employer match about $75,954 at 4% or $50,636 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 130 | $11,730,553 | $793,802 | $6,106iApproximate average salary by contribution assumption: employee only about $152,654 at 4% or $101,769 at 6%; with 50% employer match about $101,769 at 4% or $67,846 at 6%; with 100% employer match about $76,327 at 4% or $50,885 at 6%. |
| Fred a. Moreton Health Plans | - | 114 | - | - | - |
| 2003 | 3 | 120 | $25,818,930 | $1,801,198 | $15,010iApproximate average salary by contribution assumption: employee only about $375,250 at 4% or $250,166 at 6%; with 50% employer match about $250,166 at 4% or $166,778 at 6%; with 100% employer match about $187,625 at 4% or $125,083 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 103 | $15,190,751 | $899,599 | $8,734iApproximate average salary by contribution assumption: employee only about $218,349 at 4% or $145,566 at 6%; with 50% employer match about $145,566 at 4% or $97,044 at 6%; with 100% employer match about $109,175 at 4% or $72,783 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 103 | $10,628,179 | $901,599 | $8,753iApproximate average salary by contribution assumption: employee only about $218,835 at 4% or $145,890 at 6%; with 50% employer match about $145,890 at 4% or $97,260 at 6%; with 100% employer match about $109,417 at 4% or $72,945 at 6%. |
| Fred a. Moreton Health Plans | - | 120 | - | - | - |
| 2002 | 3 | 111 | $19,763,236 | $1,127,122 | $10,154iApproximate average salary by contribution assumption: employee only about $253,856 at 4% or $169,238 at 6%; with 50% employer match about $169,238 at 4% or $112,825 at 6%; with 100% employer match about $126,928 at 4% or $84,619 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 85 | $11,756,124 | $553,917 | $6,517iApproximate average salary by contribution assumption: employee only about $162,917 at 4% or $108,611 at 6%; with 50% employer match about $108,611 at 4% or $72,407 at 6%; with 100% employer match about $81,458 at 4% or $54,306 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 86 | $8,007,112 | $573,205 | $6,665iApproximate average salary by contribution assumption: employee only about $166,629 at 4% or $111,086 at 6%; with 50% employer match about $111,086 at 4% or $74,057 at 6%; with 100% employer match about $83,315 at 4% or $55,543 at 6%. |
| Fred a. Moreton Health Plans | - | 111 | - | - | - |
| 2001 | 3 | 110 | $0 | $0 | - |
| Moreton Companies Money Purchase Pension Plan | - | 81 | - | - | - |
| Moreton Companies Profit Sharing Plan | - | 82 | - | - | - |
| Fred a. Moreton Health Plans | - | 110 | - | - | - |
| 2000 | 3 | 103 | $9,333,152 | $220,912 | $2,145iApproximate average salary by contribution assumption: employee only about $53,619 at 4% or $35,746 at 6%; with 50% employer match about $35,746 at 4% or $23,831 at 6%; with 100% employer match about $26,810 at 4% or $17,873 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 85 | $9,333,152 | $220,912 | $2,599iApproximate average salary by contribution assumption: employee only about $64,974 at 4% or $43,316 at 6%; with 50% employer match about $43,316 at 4% or $28,877 at 6%; with 100% employer match about $32,487 at 4% or $21,658 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 83 | - | - | - |
| Fred a. Moreton Health Plans | - | 103 | - | - | - |
| 1999 | 3 | 99 | $25,124,844 | $1,173,442 | $11,853iApproximate average salary by contribution assumption: employee only about $296,324 at 4% or $197,549 at 6%; with 50% employer match about $197,549 at 4% or $131,699 at 6%; with 100% employer match about $148,162 at 4% or $98,775 at 6%. |
| Moreton Companies Profit Sharing Plan | - | 81 | $15,425,976 | $706,773 | $8,726iApproximate average salary by contribution assumption: employee only about $218,140 at 4% or $145,427 at 6%; with 50% employer match about $145,427 at 4% or $96,951 at 6%; with 100% employer match about $109,070 at 4% or $72,713 at 6%. |
| Moreton Companies Money Purchase Pension Plan | - | 82 | $9,698,868 | $466,669 | $5,691iApproximate average salary by contribution assumption: employee only about $142,277 at 4% or $94,851 at 6%; with 50% employer match about $94,851 at 4% or $63,234 at 6%; with 100% employer match about $71,139 at 4% or $47,426 at 6%. |
| Fred a. Moreton Health Plans | - | 99 | - | - | - |