Civic Intelligence

Morton & Pitalo Inc.

Plan context: Morton & Pitalo Inc. 401K Profit Sharing Plan

EIN 94-2425180 • Folsom, CA • 26 filings • 2 plans

600 Coolidge Drive Suite 140Folsom, CA 95630
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$13,405,260

2024 Contributions

$710,737

Historical Graphs

Total Assets Over Time

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

$13,735,291$6,867,646$0199920122024YearValue
$13,405,260Latest year 2024

Participants Over Time

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

75380199920122024YearValue
44Latest year 2024

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
2024144$13,405,260$710,737$16,153iApproximate average salary by contribution assumption: employee only about $403,828 at 4% or $269,219 at 6%; with 50% employer match about $269,219 at 4% or $179,479 at 6%; with 100% employer match about $201,914 at 4% or $134,609 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-44$13,405,260$710,737$16,153iApproximate average salary by contribution assumption: employee only about $403,828 at 4% or $269,219 at 6%; with 50% employer match about $269,219 at 4% or $179,479 at 6%; with 100% employer match about $201,914 at 4% or $134,609 at 6%.
2023149$11,389,000$764,268$15,597iApproximate average salary by contribution assumption: employee only about $389,933 at 4% or $259,955 at 6%; with 50% employer match about $259,955 at 4% or $173,303 at 6%; with 100% employer match about $194,966 at 4% or $129,978 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-49$11,389,000$764,268$15,597iApproximate average salary by contribution assumption: employee only about $389,933 at 4% or $259,955 at 6%; with 50% employer match about $259,955 at 4% or $173,303 at 6%; with 100% employer match about $194,966 at 4% or $129,978 at 6%.
2022146$11,956,603$724,718$15,755iApproximate average salary by contribution assumption: employee only about $393,868 at 4% or $262,579 at 6%; with 50% employer match about $262,579 at 4% or $175,053 at 6%; with 100% employer match about $196,934 at 4% or $131,289 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-46$11,956,603$724,718$15,755iApproximate average salary by contribution assumption: employee only about $393,868 at 4% or $262,579 at 6%; with 50% employer match about $262,579 at 4% or $175,053 at 6%; with 100% employer match about $196,934 at 4% or $131,289 at 6%.
2021145$13,735,291$614,822$13,663iApproximate average salary by contribution assumption: employee only about $341,568 at 4% or $227,712 at 6%; with 50% employer match about $227,712 at 4% or $151,808 at 6%; with 100% employer match about $170,784 at 4% or $113,856 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-45$13,735,291$614,822$13,663iApproximate average salary by contribution assumption: employee only about $341,568 at 4% or $227,712 at 6%; with 50% employer match about $227,712 at 4% or $151,808 at 6%; with 100% employer match about $170,784 at 4% or $113,856 at 6%.
2020147$12,228,167$560,918$11,934iApproximate average salary by contribution assumption: employee only about $298,361 at 4% or $198,907 at 6%; with 50% employer match about $198,907 at 4% or $132,605 at 6%; with 100% employer match about $149,180 at 4% or $99,454 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-47$12,228,167$560,918$11,934iApproximate average salary by contribution assumption: employee only about $298,361 at 4% or $198,907 at 6%; with 50% employer match about $198,907 at 4% or $132,605 at 6%; with 100% employer match about $149,180 at 4% or $99,454 at 6%.
2019147$10,252,472$690,750$14,697iApproximate average salary by contribution assumption: employee only about $367,420 at 4% or $244,947 at 6%; with 50% employer match about $244,947 at 4% or $163,298 at 6%; with 100% employer match about $183,710 at 4% or $122,473 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-47$10,252,472$690,750$14,697iApproximate average salary by contribution assumption: employee only about $367,420 at 4% or $244,947 at 6%; with 50% employer match about $244,947 at 4% or $163,298 at 6%; with 100% employer match about $183,710 at 4% or $122,473 at 6%.
2018146$7,650,612$600,031$13,044iApproximate average salary by contribution assumption: employee only about $326,104 at 4% or $217,403 at 6%; with 50% employer match about $217,403 at 4% or $144,935 at 6%; with 100% employer match about $163,052 at 4% or $108,701 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-46$7,650,612$600,031$13,044iApproximate average salary by contribution assumption: employee only about $326,104 at 4% or $217,403 at 6%; with 50% employer match about $217,403 at 4% or $144,935 at 6%; with 100% employer match about $163,052 at 4% or $108,701 at 6%.
2017141$7,877,271$640,513$15,622iApproximate average salary by contribution assumption: employee only about $390,557 at 4% or $260,371 at 6%; with 50% employer match about $260,371 at 4% or $173,581 at 6%; with 100% employer match about $195,278 at 4% or $130,186 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-41$7,877,271$640,513$15,622iApproximate average salary by contribution assumption: employee only about $390,557 at 4% or $260,371 at 6%; with 50% employer match about $260,371 at 4% or $173,581 at 6%; with 100% employer match about $195,278 at 4% or $130,186 at 6%.
2016150$6,250,518$418,720$8,374iApproximate average salary by contribution assumption: employee only about $209,360 at 4% or $139,573 at 6%; with 50% employer match about $139,573 at 4% or $93,049 at 6%; with 100% employer match about $104,680 at 4% or $69,787 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-50$6,250,518$418,720$8,374iApproximate average salary by contribution assumption: employee only about $209,360 at 4% or $139,573 at 6%; with 50% employer match about $139,573 at 4% or $93,049 at 6%; with 100% employer match about $104,680 at 4% or $69,787 at 6%.
2015150$5,397,021$743,109$14,862iApproximate average salary by contribution assumption: employee only about $371,555 at 4% or $247,703 at 6%; with 50% employer match about $247,703 at 4% or $165,135 at 6%; with 100% employer match about $185,777 at 4% or $123,852 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-50$5,397,021$743,109$14,862iApproximate average salary by contribution assumption: employee only about $371,555 at 4% or $247,703 at 6%; with 50% employer match about $247,703 at 4% or $165,135 at 6%; with 100% employer match about $185,777 at 4% or $123,852 at 6%.
2014144$4,959,463$180,100$4,093iApproximate average salary by contribution assumption: employee only about $102,330 at 4% or $68,220 at 6%; with 50% employer match about $68,220 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-44$4,959,463$180,100$4,093iApproximate average salary by contribution assumption: employee only about $102,330 at 4% or $68,220 at 6%; with 50% employer match about $68,220 at 4% or $45,480 at 6%; with 100% employer match about $51,165 at 4% or $34,110 at 6%.
2013120$4,642,563$94,047$4,702iApproximate average salary by contribution assumption: employee only about $117,559 at 4% or $78,373 at 6%; with 50% employer match about $78,373 at 4% or $52,248 at 6%; with 100% employer match about $58,779 at 4% or $39,186 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-20$4,642,563$94,047$4,702iApproximate average salary by contribution assumption: employee only about $117,559 at 4% or $78,373 at 6%; with 50% employer match about $78,373 at 4% or $52,248 at 6%; with 100% employer match about $58,779 at 4% or $39,186 at 6%.
2012140$3,852,614$152,455$3,811iApproximate average salary by contribution assumption: employee only about $95,284 at 4% or $63,523 at 6%; with 50% employer match about $63,523 at 4% or $42,349 at 6%; with 100% employer match about $47,642 at 4% or $31,761 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-40$3,852,614$152,455$3,811iApproximate average salary by contribution assumption: employee only about $95,284 at 4% or $63,523 at 6%; with 50% employer match about $63,523 at 4% or $42,349 at 6%; with 100% employer match about $47,642 at 4% or $31,761 at 6%.
2011147$5,548,590$99,494$2,117iApproximate average salary by contribution assumption: employee only about $52,922 at 4% or $35,282 at 6%; with 50% employer match about $35,282 at 4% or $23,521 at 6%; with 100% employer match about $26,461 at 4% or $17,641 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-47$5,548,590$99,494$2,117iApproximate average salary by contribution assumption: employee only about $52,922 at 4% or $35,282 at 6%; with 50% employer match about $35,282 at 4% or $23,521 at 6%; with 100% employer match about $26,461 at 4% or $17,641 at 6%.
2010152$6,983,014$105,924$2,037iApproximate average salary by contribution assumption: employee only about $50,925 at 4% or $33,950 at 6%; with 50% employer match about $33,950 at 4% or $22,633 at 6%; with 100% employer match about $25,463 at 4% or $16,975 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-52$6,983,014$105,924$2,037iApproximate average salary by contribution assumption: employee only about $50,925 at 4% or $33,950 at 6%; with 50% employer match about $33,950 at 4% or $22,633 at 6%; with 100% employer match about $25,463 at 4% or $16,975 at 6%.
2009168$8,017,292$160,799$2,365iApproximate average salary by contribution assumption: employee only about $59,117 at 4% or $39,412 at 6%; with 50% employer match about $39,412 at 4% or $26,274 at 6%; with 100% employer match about $29,559 at 4% or $19,706 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-68$8,017,292$160,799$2,365iApproximate average salary by contribution assumption: employee only about $59,117 at 4% or $39,412 at 6%; with 50% employer match about $39,412 at 4% or $26,274 at 6%; with 100% employer match about $29,559 at 4% or $19,706 at 6%.
2008140$7,327,550$380,475$9,512iApproximate average salary by contribution assumption: employee only about $237,797 at 4% or $158,531 at 6%; with 50% employer match about $158,531 at 4% or $105,688 at 6%; with 100% employer match about $118,898 at 4% or $79,266 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-40$7,327,550$380,475$9,512iApproximate average salary by contribution assumption: employee only about $237,797 at 4% or $158,531 at 6%; with 50% employer match about $158,531 at 4% or $105,688 at 6%; with 100% employer match about $118,898 at 4% or $79,266 at 6%.
2007164$10,768,469$1,082,521$16,914iApproximate average salary by contribution assumption: employee only about $422,860 at 4% or $281,907 at 6%; with 50% employer match about $281,907 at 4% or $187,938 at 6%; with 100% employer match about $211,430 at 4% or $140,953 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-64$10,768,469$1,082,521$16,914iApproximate average salary by contribution assumption: employee only about $422,860 at 4% or $281,907 at 6%; with 50% employer match about $281,907 at 4% or $187,938 at 6%; with 100% employer match about $211,430 at 4% or $140,953 at 6%.
2006169$10,062,894$898,349$13,020iApproximate average salary by contribution assumption: employee only about $325,489 at 4% or $216,993 at 6%; with 50% employer match about $216,993 at 4% or $144,662 at 6%; with 100% employer match about $162,744 at 4% or $108,496 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-69$10,062,894$898,349$13,020iApproximate average salary by contribution assumption: employee only about $325,489 at 4% or $216,993 at 6%; with 50% employer match about $216,993 at 4% or $144,662 at 6%; with 100% employer match about $162,744 at 4% or $108,496 at 6%.
2005175$8,214,243$954,224$12,723iApproximate average salary by contribution assumption: employee only about $318,075 at 4% or $212,050 at 6%; with 50% employer match about $212,050 at 4% or $141,367 at 6%; with 100% employer match about $159,037 at 4% or $106,025 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-75$8,214,243$954,224$12,723iApproximate average salary by contribution assumption: employee only about $318,075 at 4% or $212,050 at 6%; with 50% employer match about $212,050 at 4% or $141,367 at 6%; with 100% employer match about $159,037 at 4% or $106,025 at 6%.
2004160$6,635,907$820,116$13,669iApproximate average salary by contribution assumption: employee only about $341,715 at 4% or $227,810 at 6%; with 50% employer match about $227,810 at 4% or $151,873 at 6%; with 100% employer match about $170,858 at 4% or $113,905 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-60$6,635,907$820,116$13,669iApproximate average salary by contribution assumption: employee only about $341,715 at 4% or $227,810 at 6%; with 50% employer match about $227,810 at 4% or $151,873 at 6%; with 100% employer match about $170,858 at 4% or $113,905 at 6%.
2003159$6,530,237$472,960$8,016iApproximate average salary by contribution assumption: employee only about $200,407 at 4% or $133,605 at 6%; with 50% employer match about $133,605 at 4% or $89,070 at 6%; with 100% employer match about $100,203 at 4% or $66,802 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-59$6,530,237$472,960$8,016iApproximate average salary by contribution assumption: employee only about $200,407 at 4% or $133,605 at 6%; with 50% employer match about $133,605 at 4% or $89,070 at 6%; with 100% employer match about $100,203 at 4% or $66,802 at 6%.
2002151$5,447,892$341,431$6,695iApproximate average salary by contribution assumption: employee only about $167,368 at 4% or $111,579 at 6%; with 50% employer match about $111,579 at 4% or $74,386 at 6%; with 100% employer match about $83,684 at 4% or $55,789 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-51$5,447,892$341,431$6,695iApproximate average salary by contribution assumption: employee only about $167,368 at 4% or $111,579 at 6%; with 50% employer match about $111,579 at 4% or $74,386 at 6%; with 100% employer match about $83,684 at 4% or $55,789 at 6%.
2001148$0$0-
Morton & Pitalo Inc. 401K Profit Sharing Plan-48---
2000144$7,907,517$449,922$10,226iApproximate average salary by contribution assumption: employee only about $255,638 at 4% or $170,425 at 6%; with 50% employer match about $170,425 at 4% or $113,617 at 6%; with 100% employer match about $127,819 at 4% or $85,213 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-44$7,907,517$449,922$10,226iApproximate average salary by contribution assumption: employee only about $255,638 at 4% or $170,425 at 6%; with 50% employer match about $170,425 at 4% or $113,617 at 6%; with 100% employer match about $127,819 at 4% or $85,213 at 6%.
1999143$8,363,654$381,839$8,880iApproximate average salary by contribution assumption: employee only about $221,999 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,666 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%.
Morton & Pitalo Inc. 401K Profit Sharing Plan-43$8,363,654$381,839$8,880iApproximate average salary by contribution assumption: employee only about $221,999 at 4% or $148,000 at 6%; with 50% employer match about $148,000 at 4% or $98,666 at 6%; with 100% employer match about $111,000 at 4% or $74,000 at 6%.