Civic Intelligence

Morse, Bolinger & Associates

Plan context: Morse, Bolinger & Associates 401K Plean

EIN 94-2385929 • Lafayette, CA • 14 filings • 3 plans

1027 Brown AvenueLafayette, CA 94549-3901
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$445,591

2020 Contributions

$7,539

Historical Graphs

Total Assets Over Time

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

$818,304$409,152$0200820142019YearValue
$445,591Latest year 2019

Participants Over Time

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

1370200820142019YearValue
1Latest year 2019

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
202010$0$0-
Morse, Bolinger & Associates 401K Plean-0$0$0-
201911$445,591$0-
Morse, Bolinger & Associates 401K Plean-1$445,591$0-
201811$487,959$0-
Morse, Bolinger & Associates 401K Plean-1$487,959$0-
201712$474,829$0-
Morse, Bolinger & Associates 401K Plean-2$474,829$0-
201612$499,662$0-
Morse, Bolinger & Associates 401K Plean-2$499,662--
201514$458,262$0-
Morse, Bolinger & Associates 401K Plean-4$458,262$0-
201416$666,962$7,539$1,257iApproximate average salary by contribution assumption: employee only about $31,413 at 4% or $20,942 at 6%; with 50% employer match about $20,942 at 4% or $13,961 at 6%; with 100% employer match about $15,706 at 4% or $10,471 at 6%.
Morse, Bolinger & Associates 401K Plean-6$666,962$7,539$1,257iApproximate average salary by contribution assumption: employee only about $31,413 at 4% or $20,942 at 6%; with 50% employer match about $20,942 at 4% or $13,961 at 6%; with 100% employer match about $15,706 at 4% or $10,471 at 6%.
201319$693,020$96,653$10,739iApproximate average salary by contribution assumption: employee only about $268,481 at 4% or $178,987 at 6%; with 50% employer match about $178,987 at 4% or $119,325 at 6%; with 100% employer match about $134,240 at 4% or $89,494 at 6%.
Morse, Bolinger & Associates 401K Plean-9$693,020$96,653$10,739iApproximate average salary by contribution assumption: employee only about $268,481 at 4% or $178,987 at 6%; with 50% employer match about $178,987 at 4% or $119,325 at 6%; with 100% employer match about $134,240 at 4% or $89,494 at 6%.
2012113$818,304$110,125$8,471iApproximate average salary by contribution assumption: employee only about $211,779 at 4% or $141,186 at 6%; with 50% employer match about $141,186 at 4% or $94,124 at 6%; with 100% employer match about $105,889 at 4% or $70,593 at 6%.
Morse, Bolinger & Associates 401K Plean-13$818,304$110,125$8,471iApproximate average salary by contribution assumption: employee only about $211,779 at 4% or $141,186 at 6%; with 50% employer match about $141,186 at 4% or $94,124 at 6%; with 100% employer match about $105,889 at 4% or $70,593 at 6%.
2011113$630,034$125,851$9,681iApproximate average salary by contribution assumption: employee only about $242,021 at 4% or $161,347 at 6%; with 50% employer match about $161,347 at 4% or $107,565 at 6%; with 100% employer match about $121,011 at 4% or $80,674 at 6%.
Morse, Bolinger & Associates 401K Plean-13$630,034$125,851$9,681iApproximate average salary by contribution assumption: employee only about $242,021 at 4% or $161,347 at 6%; with 50% employer match about $161,347 at 4% or $107,565 at 6%; with 100% employer match about $121,011 at 4% or $80,674 at 6%.
201019$442,637$151,581$16,842iApproximate average salary by contribution assumption: employee only about $421,058 at 4% or $280,706 at 6%; with 50% employer match about $280,706 at 4% or $187,137 at 6%; with 100% employer match about $210,529 at 4% or $140,353 at 6%.
Morse, Bolinger & Associates 401K Plean-9$442,637$151,581$16,842iApproximate average salary by contribution assumption: employee only about $421,058 at 4% or $280,706 at 6%; with 50% employer match about $280,706 at 4% or $187,137 at 6%; with 100% employer match about $210,529 at 4% or $140,353 at 6%.
2009111$329,463$128,918$11,720iApproximate average salary by contribution assumption: employee only about $292,995 at 4% or $195,330 at 6%; with 50% employer match about $195,330 at 4% or $130,220 at 6%; with 100% employer match about $146,498 at 4% or $97,665 at 6%.
Morse, Bolinger & Associates 401K Plean-11$329,463$128,918$11,720iApproximate average salary by contribution assumption: employee only about $292,995 at 4% or $195,330 at 6%; with 50% employer match about $195,330 at 4% or $130,220 at 6%; with 100% employer match about $146,498 at 4% or $97,665 at 6%.
2008210$89,841$100,489$10,049iApproximate average salary by contribution assumption: employee only about $251,223 at 4% or $167,482 at 6%; with 50% employer match about $167,482 at 4% or $111,654 at 6%; with 100% employer match about $125,611 at 4% or $83,741 at 6%.
Morse, Bolinger & Associates 401K Plean-7$89,841$100,489$14,356iApproximate average salary by contribution assumption: employee only about $358,889 at 4% or $239,260 at 6%; with 50% employer match about $239,260 at 4% or $159,506 at 6%; with 100% employer match about $179,445 at 4% or $119,630 at 6%.
Morse, Bolinger & Associates 401K Plean-10---