Civic Intelligence

Morgan, Cox & Slater Ltd.

Plan context: Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan

EIN 93-1129637 • Lake Oswego, OR • 10 filings • 4 plans

300 Oswego Pointe DriveSuite 208Lake Oswego, OR 97034
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$45,514

2011 Contributions

$34,700

Historical Graphs

Total Assets Over Time

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

$229,944$114,972$0200220062011YearValue
$45,514Latest year 2011

Participants Over Time

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

1160200220072011YearValue
2Latest year 2011

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
201112$45,514$34,700$17,350iApproximate average salary by contribution assumption: employee only about $433,750 at 4% or $289,167 at 6%; with 50% employer match about $289,167 at 4% or $192,778 at 6%; with 100% employer match about $216,875 at 4% or $144,583 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-2$45,514$34,700$17,350iApproximate average salary by contribution assumption: employee only about $433,750 at 4% or $289,167 at 6%; with 50% employer match about $289,167 at 4% or $192,778 at 6%; with 100% employer match about $216,875 at 4% or $144,583 at 6%.
201012$229,944$36,477$18,239iApproximate average salary by contribution assumption: employee only about $455,963 at 4% or $303,975 at 6%; with 50% employer match about $303,975 at 4% or $202,650 at 6%; with 100% employer match about $227,981 at 4% or $151,988 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-2$229,944$36,477$18,239iApproximate average salary by contribution assumption: employee only about $455,963 at 4% or $303,975 at 6%; with 50% employer match about $303,975 at 4% or $202,650 at 6%; with 100% employer match about $227,981 at 4% or $151,988 at 6%.
200914$190,614$39,707$9,927iApproximate average salary by contribution assumption: employee only about $248,169 at 4% or $165,446 at 6%; with 50% employer match about $165,446 at 4% or $110,297 at 6%; with 100% employer match about $124,084 at 4% or $82,723 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-4$190,614$39,707$9,927iApproximate average salary by contribution assumption: employee only about $248,169 at 4% or $165,446 at 6%; with 50% employer match about $165,446 at 4% or $110,297 at 6%; with 100% employer match about $124,084 at 4% or $82,723 at 6%.
2008111$0$0-
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-11---
2007110$136,299$27,730$2,773iApproximate average salary by contribution assumption: employee only about $69,325 at 4% or $46,217 at 6%; with 50% employer match about $46,217 at 4% or $30,811 at 6%; with 100% employer match about $34,663 at 4% or $23,108 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-10$136,299$27,730$2,773iApproximate average salary by contribution assumption: employee only about $69,325 at 4% or $46,217 at 6%; with 50% employer match about $46,217 at 4% or $30,811 at 6%; with 100% employer match about $34,663 at 4% or $23,108 at 6%.
200615$114,775$27,085$5,417iApproximate average salary by contribution assumption: employee only about $135,425 at 4% or $90,283 at 6%; with 50% employer match about $90,283 at 4% or $60,189 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-5$114,775$27,085$5,417iApproximate average salary by contribution assumption: employee only about $135,425 at 4% or $90,283 at 6%; with 50% employer match about $90,283 at 4% or $60,189 at 6%; with 100% employer match about $67,713 at 4% or $45,142 at 6%.
200511$77,205$28,660$28,660iApproximate average salary by contribution assumption: employee only about $716,500 at 4% or $477,667 at 6%; with 50% employer match about $477,667 at 4% or $318,444 at 6%; with 100% employer match about $358,250 at 4% or $238,833 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-1$77,205$28,660$28,660iApproximate average salary by contribution assumption: employee only about $716,500 at 4% or $477,667 at 6%; with 50% employer match about $477,667 at 4% or $318,444 at 6%; with 100% employer match about $358,250 at 4% or $238,833 at 6%.
200412$42,619$5,156$2,578iApproximate average salary by contribution assumption: employee only about $64,450 at 4% or $42,967 at 6%; with 50% employer match about $42,967 at 4% or $28,644 at 6%; with 100% employer match about $32,225 at 4% or $21,483 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-2$42,619$5,156$2,578iApproximate average salary by contribution assumption: employee only about $64,450 at 4% or $42,967 at 6%; with 50% employer match about $42,967 at 4% or $28,644 at 6%; with 100% employer match about $32,225 at 4% or $21,483 at 6%.
200312$33,540$18,395$9,198iApproximate average salary by contribution assumption: employee only about $229,938 at 4% or $153,292 at 6%; with 50% employer match about $153,292 at 4% or $102,194 at 6%; with 100% employer match about $114,969 at 4% or $76,646 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-2$33,540$18,395$9,198iApproximate average salary by contribution assumption: employee only about $229,938 at 4% or $153,292 at 6%; with 50% employer match about $153,292 at 4% or $102,194 at 6%; with 100% employer match about $114,969 at 4% or $76,646 at 6%.
200212$13,859$13,848$6,924iApproximate average salary by contribution assumption: employee only about $173,100 at 4% or $115,400 at 6%; with 50% employer match about $115,400 at 4% or $76,933 at 6%; with 100% employer match about $86,550 at 4% or $57,700 at 6%.
Morgan, Cox & Slater Ltd. Safe Harbor 401K Plan-2$13,859$13,848$6,924iApproximate average salary by contribution assumption: employee only about $173,100 at 4% or $115,400 at 6%; with 50% employer match about $115,400 at 4% or $76,933 at 6%; with 100% employer match about $86,550 at 4% or $57,700 at 6%.