Civic Intelligence

Morton Mcgoldrick, P.S.

Plan context: Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust

EIN 91-1624005 • Tacoma, WA • 11 filings • 3 plans

820 A Street, Suite 600Tacoma, WA 98402-5293
Current Snapshot

Latest Year

2018

2018 Participants

19

2018 Assets

$4,160,795

2018 Contributions

$126,771

Historical Graphs

Total Assets Over Time

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

$7,317,450$3,658,725$0200820132018YearValue
$4,160,795Latest year 2018

Participants Over Time

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

28140200820132018YearValue
19Latest year 2018

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
2018119$4,160,795$126,771$6,672iApproximate average salary by contribution assumption: employee only about $166,804 at 4% or $111,203 at 6%; with 50% employer match about $111,203 at 4% or $74,135 at 6%; with 100% employer match about $83,402 at 4% or $55,601 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-19$4,160,795$126,771$6,672iApproximate average salary by contribution assumption: employee only about $166,804 at 4% or $111,203 at 6%; with 50% employer match about $111,203 at 4% or $74,135 at 6%; with 100% employer match about $83,402 at 4% or $55,601 at 6%.
2017121$7,317,450$166,018$7,906iApproximate average salary by contribution assumption: employee only about $197,640 at 4% or $131,760 at 6%; with 50% employer match about $131,760 at 4% or $87,840 at 6%; with 100% employer match about $98,820 at 4% or $65,880 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-21$7,317,450$166,018$7,906iApproximate average salary by contribution assumption: employee only about $197,640 at 4% or $131,760 at 6%; with 50% employer match about $131,760 at 4% or $87,840 at 6%; with 100% employer match about $98,820 at 4% or $65,880 at 6%.
2016121$6,374,619$177,802$8,467iApproximate average salary by contribution assumption: employee only about $211,669 at 4% or $141,113 at 6%; with 50% employer match about $141,113 at 4% or $94,075 at 6%; with 100% employer match about $105,835 at 4% or $70,556 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-21$6,374,619$177,802$8,467iApproximate average salary by contribution assumption: employee only about $211,669 at 4% or $141,113 at 6%; with 50% employer match about $141,113 at 4% or $94,075 at 6%; with 100% employer match about $105,835 at 4% or $70,556 at 6%.
2015122$5,762,287$173,665$7,894iApproximate average salary by contribution assumption: employee only about $197,347 at 4% or $131,564 at 6%; with 50% employer match about $131,564 at 4% or $87,710 at 6%; with 100% employer match about $98,673 at 4% or $65,782 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-22$5,762,287$173,665$7,894iApproximate average salary by contribution assumption: employee only about $197,347 at 4% or $131,564 at 6%; with 50% employer match about $131,564 at 4% or $87,710 at 6%; with 100% employer match about $98,673 at 4% or $65,782 at 6%.
2014120$6,853,709$151,621$7,581iApproximate average salary by contribution assumption: employee only about $189,526 at 4% or $126,351 at 6%; with 50% employer match about $126,351 at 4% or $84,234 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-20$6,853,709$151,621$7,581iApproximate average salary by contribution assumption: employee only about $189,526 at 4% or $126,351 at 6%; with 50% employer match about $126,351 at 4% or $84,234 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%.
2013120$6,520,082$158,331$7,917iApproximate average salary by contribution assumption: employee only about $197,914 at 4% or $131,943 at 6%; with 50% employer match about $131,943 at 4% or $87,962 at 6%; with 100% employer match about $98,957 at 4% or $65,971 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-20$6,520,082$158,331$7,917iApproximate average salary by contribution assumption: employee only about $197,914 at 4% or $131,943 at 6%; with 50% employer match about $131,943 at 4% or $87,962 at 6%; with 100% employer match about $98,957 at 4% or $65,971 at 6%.
2012122$5,658,131$157,234$7,147iApproximate average salary by contribution assumption: employee only about $178,675 at 4% or $119,117 at 6%; with 50% employer match about $119,117 at 4% or $79,411 at 6%; with 100% employer match about $89,338 at 4% or $59,558 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-22$5,658,131$157,234$7,147iApproximate average salary by contribution assumption: employee only about $178,675 at 4% or $119,117 at 6%; with 50% employer match about $119,117 at 4% or $79,411 at 6%; with 100% employer match about $89,338 at 4% or $59,558 at 6%.
2011125$4,903,518$131,567$5,263iApproximate average salary by contribution assumption: employee only about $131,567 at 4% or $87,711 at 6%; with 50% employer match about $87,711 at 4% or $58,474 at 6%; with 100% employer match about $65,784 at 4% or $43,856 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-25$4,903,518$131,567$5,263iApproximate average salary by contribution assumption: employee only about $131,567 at 4% or $87,711 at 6%; with 50% employer match about $87,711 at 4% or $58,474 at 6%; with 100% employer match about $65,784 at 4% or $43,856 at 6%.
2010126$4,924,863$143,983$5,538iApproximate average salary by contribution assumption: employee only about $138,445 at 4% or $92,297 at 6%; with 50% employer match about $92,297 at 4% or $61,531 at 6%; with 100% employer match about $69,223 at 4% or $46,148 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-26$4,924,863$143,983$5,538iApproximate average salary by contribution assumption: employee only about $138,445 at 4% or $92,297 at 6%; with 50% employer match about $92,297 at 4% or $61,531 at 6%; with 100% employer match about $69,223 at 4% or $46,148 at 6%.
2009128$4,263,625$149,352$5,334iApproximate average salary by contribution assumption: employee only about $133,350 at 4% or $88,900 at 6%; with 50% employer match about $88,900 at 4% or $59,267 at 6%; with 100% employer match about $66,675 at 4% or $44,450 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-28$4,263,625$149,352$5,334iApproximate average salary by contribution assumption: employee only about $133,350 at 4% or $88,900 at 6%; with 50% employer match about $88,900 at 4% or $59,267 at 6%; with 100% employer match about $66,675 at 4% or $44,450 at 6%.
2008123$3,034,916$166,413$7,235iApproximate average salary by contribution assumption: employee only about $180,884 at 4% or $120,589 at 6%; with 50% employer match about $120,589 at 4% or $80,393 at 6%; with 100% employer match about $90,442 at 4% or $60,295 at 6%.
Morton Mcgoldrick, P.S. 401(K) Profit Sharing Pla and Trust-23$3,034,916$166,413$7,235iApproximate average salary by contribution assumption: employee only about $180,884 at 4% or $120,589 at 6%; with 50% employer match about $120,589 at 4% or $80,393 at 6%; with 100% employer match about $90,442 at 4% or $60,295 at 6%.