Civic Intelligence

Douglas J Morgan Inc

Plan context: Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan

EIN 94-2676516 • 9 filings • 6 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$1,811,049

2006 Contributions

$32,701

Historical Graphs

Total Assets Over Time

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

$1,811,049$905,525$0199920032005YearValue
$1,811,049Latest year 2005

Participants Over Time

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

110199920022005YearValue
1Latest year 2005

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
200610$0$32,701-
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-0-$32,701-
200521$1,811,049$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$1,780,274$32,278$32,278iApproximate average salary by contribution assumption: employee only about $806,950 at 4% or $537,967 at 6%; with 50% employer match about $537,967 at 4% or $358,644 at 6%; with 100% employer match about $403,475 at 4% or $268,983 at 6%.
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$30,775$8,722$8,722iApproximate average salary by contribution assumption: employee only about $218,050 at 4% or $145,367 at 6%; with 50% employer match about $145,367 at 4% or $96,911 at 6%; with 100% employer match about $109,025 at 4% or $72,683 at 6%.
200411$1,603,307$0-
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$1,603,307--
200311$1,403,143$0-
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$1,403,143--
200211$1,110,166$23,469$23,469iApproximate average salary by contribution assumption: employee only about $586,725 at 4% or $391,150 at 6%; with 50% employer match about $391,150 at 4% or $260,767 at 6%; with 100% employer match about $293,363 at 4% or $195,575 at 6%.
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$1,110,166$23,469$23,469iApproximate average salary by contribution assumption: employee only about $586,725 at 4% or $391,150 at 6%; with 50% employer match about $391,150 at 4% or $260,767 at 6%; with 100% employer match about $293,363 at 4% or $195,575 at 6%.
200111$0$0-
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1---
200011$1,362,740$29,746$29,746iApproximate average salary by contribution assumption: employee only about $743,650 at 4% or $495,767 at 6%; with 50% employer match about $495,767 at 4% or $330,511 at 6%; with 100% employer match about $371,825 at 4% or $247,883 at 6%.
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$1,362,740$29,746$29,746iApproximate average salary by contribution assumption: employee only about $743,650 at 4% or $495,767 at 6%; with 50% employer match about $495,767 at 4% or $330,511 at 6%; with 100% employer match about $371,825 at 4% or $247,883 at 6%.
199911$1,420,429$26,959$26,959iApproximate average salary by contribution assumption: employee only about $673,975 at 4% or $449,317 at 6%; with 50% employer match about $449,317 at 4% or $299,544 at 6%; with 100% employer match about $336,988 at 4% or $224,658 at 6%.
Morgan, Franich, Fredkin & Marsh 401 K Profit Sharing Plan-1$1,420,429$26,959$26,959iApproximate average salary by contribution assumption: employee only about $673,975 at 4% or $449,317 at 6%; with 50% employer match about $449,317 at 4% or $299,544 at 6%; with 100% employer match about $336,988 at 4% or $224,658 at 6%.