Civic Intelligence

Morton & Associates LLC.

Plan context: Morton & Associates Employees 401K Plan

EIN 93-1119289 • Tualatin, OR • 15 filings • 2 plans

7478 SW Coho CourtTualatin, OR 97062
Current Snapshot

Latest Year

2013

2013 Participants

23

2013 Assets

$3,813,381

2013 Contributions

$7,724

Historical Graphs

Total Assets Over Time

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

$3,813,381$1,906,691$0199920092012YearValue
$3,813,381Latest year 2012

Participants Over Time

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

37190199920062012YearValue
23Latest year 2012

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
201310$0$7,724-
Morton & Associates Employees 401K Plan-0$0$7,724-
2012123$3,813,381$260,964$11,346iApproximate average salary by contribution assumption: employee only about $283,657 at 4% or $189,104 at 6%; with 50% employer match about $189,104 at 4% or $126,070 at 6%; with 100% employer match about $141,828 at 4% or $94,552 at 6%.
Morton & Associates Employees 401K Plan-23$3,813,381$260,964$11,346iApproximate average salary by contribution assumption: employee only about $283,657 at 4% or $189,104 at 6%; with 50% employer match about $189,104 at 4% or $126,070 at 6%; with 100% employer match about $141,828 at 4% or $94,552 at 6%.
2011130$3,091,046$143,137$4,771iApproximate average salary by contribution assumption: employee only about $119,281 at 4% or $79,521 at 6%; with 50% employer match about $79,521 at 4% or $53,014 at 6%; with 100% employer match about $59,640 at 4% or $39,760 at 6%.
Morton & Associates Employees 401K Plan-30$3,091,046$143,137$4,771iApproximate average salary by contribution assumption: employee only about $119,281 at 4% or $79,521 at 6%; with 50% employer match about $79,521 at 4% or $53,014 at 6%; with 100% employer match about $59,640 at 4% or $39,760 at 6%.
2010137$2,522,095$139,633$3,774iApproximate average salary by contribution assumption: employee only about $94,347 at 4% or $62,898 at 6%; with 50% employer match about $62,898 at 4% or $41,932 at 6%; with 100% employer match about $47,173 at 4% or $31,449 at 6%.
Morton & Associates Employees 401K Plan-37$2,522,095$139,633$3,774iApproximate average salary by contribution assumption: employee only about $94,347 at 4% or $62,898 at 6%; with 50% employer match about $62,898 at 4% or $41,932 at 6%; with 100% employer match about $47,173 at 4% or $31,449 at 6%.
2009137$2,584,661$156,611$4,233iApproximate average salary by contribution assumption: employee only about $105,818 at 4% or $70,545 at 6%; with 50% employer match about $70,545 at 4% or $47,030 at 6%; with 100% employer match about $52,909 at 4% or $35,273 at 6%.
Morton & Associates Employees 401K Plan-37$2,584,661$156,611$4,233iApproximate average salary by contribution assumption: employee only about $105,818 at 4% or $70,545 at 6%; with 50% employer match about $70,545 at 4% or $47,030 at 6%; with 100% employer match about $52,909 at 4% or $35,273 at 6%.
2008132$0$0-
Morton & Associates Employees 401K Plan-32---
2007129$0$0-
Morton & Associates Employees 401K Plan-29---
2006129$2,838,946$167,322$5,770iApproximate average salary by contribution assumption: employee only about $144,243 at 4% or $96,162 at 6%; with 50% employer match about $96,162 at 4% or $64,108 at 6%; with 100% employer match about $72,122 at 4% or $48,081 at 6%.
Morton & Associates Employees 401K Plan-29$2,838,946$167,322$5,770iApproximate average salary by contribution assumption: employee only about $144,243 at 4% or $96,162 at 6%; with 50% employer match about $96,162 at 4% or $64,108 at 6%; with 100% employer match about $72,122 at 4% or $48,081 at 6%.
2005131$2,512,959$161,165$5,199iApproximate average salary by contribution assumption: employee only about $129,972 at 4% or $86,648 at 6%; with 50% employer match about $86,648 at 4% or $57,765 at 6%; with 100% employer match about $64,986 at 4% or $43,324 at 6%.
Morton & Associates Employees 401K Plan-31$2,512,959$161,165$5,199iApproximate average salary by contribution assumption: employee only about $129,972 at 4% or $86,648 at 6%; with 50% employer match about $86,648 at 4% or $57,765 at 6%; with 100% employer match about $64,986 at 4% or $43,324 at 6%.
2004129$2,219,282$183,892$6,341iApproximate average salary by contribution assumption: employee only about $158,528 at 4% or $105,685 at 6%; with 50% employer match about $105,685 at 4% or $70,457 at 6%; with 100% employer match about $79,264 at 4% or $52,843 at 6%.
Morton & Associates Employees 401K Plan-29$2,219,282$183,892$6,341iApproximate average salary by contribution assumption: employee only about $158,528 at 4% or $105,685 at 6%; with 50% employer match about $105,685 at 4% or $70,457 at 6%; with 100% employer match about $79,264 at 4% or $52,843 at 6%.
2003127$0$0-
Morton & Associates Employees 401K Plan-27---
2002134$0$0-
Morton & Associates Employees 401K Plan-34---
2001132$0$0-
Morton & Associates Employees 401K Plan-32---
2000130$0$0-
Morton & Associates Employees 401K Plan-30---
1999131$1,668,672$155,139$5,004iApproximate average salary by contribution assumption: employee only about $125,112 at 4% or $83,408 at 6%; with 50% employer match about $83,408 at 4% or $55,605 at 6%; with 100% employer match about $62,556 at 4% or $41,704 at 6%.
Morton & Associates Employees 401K Plan-31$1,668,672$155,139$5,004iApproximate average salary by contribution assumption: employee only about $125,112 at 4% or $83,408 at 6%; with 50% employer match about $83,408 at 4% or $55,605 at 6%; with 100% employer match about $62,556 at 4% or $41,704 at 6%.