Civic Intelligence

Morrison Insurance Service Co.

Plan context: Morrison Insurance Service Co. 401(K) Plan

EIN 94-2344473 • Novato, CA • 25 filings • 2 plans

6 Alpine RoadNovato, CA 94945
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$5,383,710

2025 Contributions

$92,600

Historical Graphs

Total Assets Over Time

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

$5,383,710$2,691,855$0200120132025YearValue
$5,383,710Latest year 2025

Participants Over Time

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

1260200120132025YearValue
10Latest year 2025

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
2025110$5,383,710$92,600$9,260iApproximate average salary by contribution assumption: employee only about $231,500 at 4% or $154,333 at 6%; with 50% employer match about $154,333 at 4% or $102,889 at 6%; with 100% employer match about $115,750 at 4% or $77,167 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$5,383,710$92,600$9,260iApproximate average salary by contribution assumption: employee only about $231,500 at 4% or $154,333 at 6%; with 50% employer match about $154,333 at 4% or $102,889 at 6%; with 100% employer match about $115,750 at 4% or $77,167 at 6%.
2024110$4,864,201$92,850$9,285iApproximate average salary by contribution assumption: employee only about $232,125 at 4% or $154,750 at 6%; with 50% employer match about $154,750 at 4% or $103,167 at 6%; with 100% employer match about $116,063 at 4% or $77,375 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$4,864,201$92,850$9,285iApproximate average salary by contribution assumption: employee only about $232,125 at 4% or $154,750 at 6%; with 50% employer match about $154,750 at 4% or $103,167 at 6%; with 100% employer match about $116,063 at 4% or $77,375 at 6%.
2023110$4,445,368$90,350$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$4,445,368$90,350$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
2022110$3,912,601$76,700$7,670iApproximate average salary by contribution assumption: employee only about $191,750 at 4% or $127,833 at 6%; with 50% employer match about $127,833 at 4% or $85,222 at 6%; with 100% employer match about $95,875 at 4% or $63,917 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$3,912,601$76,700$7,670iApproximate average salary by contribution assumption: employee only about $191,750 at 4% or $127,833 at 6%; with 50% employer match about $127,833 at 4% or $85,222 at 6%; with 100% employer match about $95,875 at 4% or $63,917 at 6%.
2021110$4,562,464$68,250$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$4,562,464$68,250$6,825iApproximate average salary by contribution assumption: employee only about $170,625 at 4% or $113,750 at 6%; with 50% employer match about $113,750 at 4% or $75,833 at 6%; with 100% employer match about $85,313 at 4% or $56,875 at 6%.
2020110$4,052,603$69,200$6,920iApproximate average salary by contribution assumption: employee only about $173,000 at 4% or $115,333 at 6%; with 50% employer match about $115,333 at 4% or $76,889 at 6%; with 100% employer match about $86,500 at 4% or $57,667 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$4,052,603$69,200$6,920iApproximate average salary by contribution assumption: employee only about $173,000 at 4% or $115,333 at 6%; with 50% employer match about $115,333 at 4% or $76,889 at 6%; with 100% employer match about $86,500 at 4% or $57,667 at 6%.
201917$3,544,513$61,370$8,767iApproximate average salary by contribution assumption: employee only about $219,179 at 4% or $146,119 at 6%; with 50% employer match about $146,119 at 4% or $97,413 at 6%; with 100% employer match about $109,589 at 4% or $73,060 at 6%.
Morrison Insurance Service Co. 401(K) Plan-7$3,544,513$61,370$8,767iApproximate average salary by contribution assumption: employee only about $219,179 at 4% or $146,119 at 6%; with 50% employer match about $146,119 at 4% or $97,413 at 6%; with 100% employer match about $109,589 at 4% or $73,060 at 6%.
201816$2,935,454$83,900$13,983iApproximate average salary by contribution assumption: employee only about $349,583 at 4% or $233,056 at 6%; with 50% employer match about $233,056 at 4% or $155,370 at 6%; with 100% employer match about $174,792 at 4% or $116,528 at 6%.
Morrison Insurance Service Co. 401(K) Plan-6$2,935,454$83,900$13,983iApproximate average salary by contribution assumption: employee only about $349,583 at 4% or $233,056 at 6%; with 50% employer match about $233,056 at 4% or $155,370 at 6%; with 100% employer match about $174,792 at 4% or $116,528 at 6%.
201718$3,069,749$83,150$10,394iApproximate average salary by contribution assumption: employee only about $259,844 at 4% or $173,229 at 6%; with 50% employer match about $173,229 at 4% or $115,486 at 6%; with 100% employer match about $129,922 at 4% or $86,615 at 6%.
Morrison Insurance Service Co. 401(K) Plan-8$3,069,749$83,150$10,394iApproximate average salary by contribution assumption: employee only about $259,844 at 4% or $173,229 at 6%; with 50% employer match about $173,229 at 4% or $115,486 at 6%; with 100% employer match about $129,922 at 4% or $86,615 at 6%.
201618$2,612,267$61,250$7,656iApproximate average salary by contribution assumption: employee only about $191,406 at 4% or $127,604 at 6%; with 50% employer match about $127,604 at 4% or $85,069 at 6%; with 100% employer match about $95,703 at 4% or $63,802 at 6%.
Morrison Insurance Service Co. 401(K) Plan-8$2,612,267$61,250$7,656iApproximate average salary by contribution assumption: employee only about $191,406 at 4% or $127,604 at 6%; with 50% employer match about $127,604 at 4% or $85,069 at 6%; with 100% employer match about $95,703 at 4% or $63,802 at 6%.
201518$2,409,410$58,854$7,357iApproximate average salary by contribution assumption: employee only about $183,919 at 4% or $122,613 at 6%; with 50% employer match about $122,613 at 4% or $81,742 at 6%; with 100% employer match about $91,959 at 4% or $61,306 at 6%.
Morrison Insurance Service Co. 401(K) Plan-8$2,409,410$58,854$7,357iApproximate average salary by contribution assumption: employee only about $183,919 at 4% or $122,613 at 6%; with 50% employer match about $122,613 at 4% or $81,742 at 6%; with 100% employer match about $91,959 at 4% or $61,306 at 6%.
201418$2,390,528$66,956$8,370iApproximate average salary by contribution assumption: employee only about $209,238 at 4% or $139,492 at 6%; with 50% employer match about $139,492 at 4% or $92,994 at 6%; with 100% employer match about $104,619 at 4% or $69,746 at 6%.
Morrison Insurance Service Co. 401(K) Plan-8$2,390,528$66,956$8,370iApproximate average salary by contribution assumption: employee only about $209,238 at 4% or $139,492 at 6%; with 50% employer match about $139,492 at 4% or $92,994 at 6%; with 100% employer match about $104,619 at 4% or $69,746 at 6%.
201318$2,250,999$77,450$9,681iApproximate average salary by contribution assumption: employee only about $242,031 at 4% or $161,354 at 6%; with 50% employer match about $161,354 at 4% or $107,569 at 6%; with 100% employer match about $121,016 at 4% or $80,677 at 6%.
Morrison Insurance Service Co. 401(K) Plan-8$2,250,999$77,450$9,681iApproximate average salary by contribution assumption: employee only about $242,031 at 4% or $161,354 at 6%; with 50% employer match about $161,354 at 4% or $107,569 at 6%; with 100% employer match about $121,016 at 4% or $80,677 at 6%.
201218$1,916,889$84,700$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,458 at 6%; with 50% employer match about $176,458 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.
Morrison Insurance Service Co. 401(K) Plan-8$1,916,889$84,700$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,458 at 6%; with 50% employer match about $176,458 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.
201119$1,642,413$87,250$9,694iApproximate average salary by contribution assumption: employee only about $242,361 at 4% or $161,574 at 6%; with 50% employer match about $161,574 at 4% or $107,716 at 6%; with 100% employer match about $121,181 at 4% or $80,787 at 6%.
Morrison Insurance Service Co. 401(K) Plan-9$1,642,413$87,250$9,694iApproximate average salary by contribution assumption: employee only about $242,361 at 4% or $161,574 at 6%; with 50% employer match about $161,574 at 4% or $107,716 at 6%; with 100% employer match about $121,181 at 4% or $80,787 at 6%.
201019$1,604,957$94,725$10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%.
Morrison Insurance Service Co. 401(K) Plan-9$1,604,957$94,725$10,525iApproximate average salary by contribution assumption: employee only about $263,125 at 4% or $175,417 at 6%; with 50% employer match about $175,417 at 4% or $116,944 at 6%; with 100% employer match about $131,563 at 4% or $87,708 at 6%.
2009110$1,440,196$142,658$14,266iApproximate average salary by contribution assumption: employee only about $356,645 at 4% or $237,763 at 6%; with 50% employer match about $237,763 at 4% or $158,509 at 6%; with 100% employer match about $178,323 at 4% or $118,882 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$1,440,196$142,658$14,266iApproximate average salary by contribution assumption: employee only about $356,645 at 4% or $237,763 at 6%; with 50% employer match about $237,763 at 4% or $158,509 at 6%; with 100% employer match about $178,323 at 4% or $118,882 at 6%.
2008111$964,104$148,168$13,470iApproximate average salary by contribution assumption: employee only about $336,745 at 4% or $224,497 at 6%; with 50% employer match about $224,497 at 4% or $149,665 at 6%; with 100% employer match about $168,373 at 4% or $112,248 at 6%.
Morrison Insurance Service Co. 401(K) Plan-11$964,104$148,168$13,470iApproximate average salary by contribution assumption: employee only about $336,745 at 4% or $224,497 at 6%; with 50% employer match about $224,497 at 4% or $149,665 at 6%; with 100% employer match about $168,373 at 4% or $112,248 at 6%.
2007112$1,337,085$149,389$12,449iApproximate average salary by contribution assumption: employee only about $311,227 at 4% or $207,485 at 6%; with 50% employer match about $207,485 at 4% or $138,323 at 6%; with 100% employer match about $155,614 at 4% or $103,742 at 6%.
Morrison Insurance Service Co. 401(K) Plan-12$1,337,085$149,389$12,449iApproximate average salary by contribution assumption: employee only about $311,227 at 4% or $207,485 at 6%; with 50% employer match about $207,485 at 4% or $138,323 at 6%; with 100% employer match about $155,614 at 4% or $103,742 at 6%.
2006111$1,142,808$225,612$20,510iApproximate average salary by contribution assumption: employee only about $512,755 at 4% or $341,836 at 6%; with 50% employer match about $341,836 at 4% or $227,891 at 6%; with 100% employer match about $256,377 at 4% or $170,918 at 6%.
Morrison Insurance Service Co. 401(K) Plan-11$1,142,808$225,612$20,510iApproximate average salary by contribution assumption: employee only about $512,755 at 4% or $341,836 at 6%; with 50% employer match about $341,836 at 4% or $227,891 at 6%; with 100% employer match about $256,377 at 4% or $170,918 at 6%.
2005110$819,874$203,497$20,350iApproximate average salary by contribution assumption: employee only about $508,743 at 4% or $339,162 at 6%; with 50% employer match about $339,162 at 4% or $226,108 at 6%; with 100% employer match about $254,371 at 4% or $169,581 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$819,874$203,497$20,350iApproximate average salary by contribution assumption: employee only about $508,743 at 4% or $339,162 at 6%; with 50% employer match about $339,162 at 4% or $226,108 at 6%; with 100% employer match about $254,371 at 4% or $169,581 at 6%.
2004110$586,615$177,018$17,702iApproximate average salary by contribution assumption: employee only about $442,545 at 4% or $295,030 at 6%; with 50% employer match about $295,030 at 4% or $196,687 at 6%; with 100% employer match about $221,273 at 4% or $147,515 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$586,615$177,018$17,702iApproximate average salary by contribution assumption: employee only about $442,545 at 4% or $295,030 at 6%; with 50% employer match about $295,030 at 4% or $196,687 at 6%; with 100% employer match about $221,273 at 4% or $147,515 at 6%.
200319$375,238$139,327$15,481iApproximate average salary by contribution assumption: employee only about $387,019 at 4% or $258,013 at 6%; with 50% employer match about $258,013 at 4% or $172,009 at 6%; with 100% employer match about $193,510 at 4% or $129,006 at 6%.
Morrison Insurance Service Co. 401(K) Plan-9$375,238$139,327$15,481iApproximate average salary by contribution assumption: employee only about $387,019 at 4% or $258,013 at 6%; with 50% employer match about $258,013 at 4% or $172,009 at 6%; with 100% employer match about $193,510 at 4% or $129,006 at 6%.
2002110$179,016$110,573$11,057iApproximate average salary by contribution assumption: employee only about $276,433 at 4% or $184,288 at 6%; with 50% employer match about $184,288 at 4% or $122,859 at 6%; with 100% employer match about $138,216 at 4% or $92,144 at 6%.
Morrison Insurance Service Co. 401(K) Plan-10$179,016$110,573$11,057iApproximate average salary by contribution assumption: employee only about $276,433 at 4% or $184,288 at 6%; with 50% employer match about $184,288 at 4% or $122,859 at 6%; with 100% employer match about $138,216 at 4% or $92,144 at 6%.
200119$93,325$91,700$10,189iApproximate average salary by contribution assumption: employee only about $254,722 at 4% or $169,815 at 6%; with 50% employer match about $169,815 at 4% or $113,210 at 6%; with 100% employer match about $127,361 at 4% or $84,907 at 6%.
Morrison Insurance Service Co. 401(K) Plan-9$93,325$91,700$10,189iApproximate average salary by contribution assumption: employee only about $254,722 at 4% or $169,815 at 6%; with 50% employer match about $169,815 at 4% or $113,210 at 6%; with 100% employer match about $127,361 at 4% or $84,907 at 6%.