Civic Intelligence

Carey & Co. Inc.

Plan context: The Julia Morgan Memorial 401K Plan

EIN 94-3167559 • San Francisco, CA • 17 filings • 1 plans

460 Bush StSan Francisco, CA 94108-3731
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$1,195,767

2015 Contributions

$83,708

Historical Graphs

Total Assets Over Time

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

$1,688,046$844,023$0199920102014YearValue
$1,195,767Latest year 2014

Participants Over Time

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

1370199920072014YearValue
8Latest year 2014

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
201510$0$83,708-
The Julia Morgan Memorial 401K Plan-0$0$83,708-
201418$1,195,767$142,861$17,858iApproximate average salary by contribution assumption: employee only about $446,441 at 4% or $297,627 at 6%; with 50% employer match about $297,627 at 4% or $198,418 at 6%; with 100% employer match about $223,220 at 4% or $148,814 at 6%.
The Julia Morgan Memorial 401K Plan-8$1,195,767$142,861$17,858iApproximate average salary by contribution assumption: employee only about $446,441 at 4% or $297,627 at 6%; with 50% employer match about $297,627 at 4% or $198,418 at 6%; with 100% employer match about $223,220 at 4% or $148,814 at 6%.
201317$1,062,557$121,576$17,368iApproximate average salary by contribution assumption: employee only about $434,200 at 4% or $289,467 at 6%; with 50% employer match about $289,467 at 4% or $192,978 at 6%; with 100% employer match about $217,100 at 4% or $144,733 at 6%.
The Julia Morgan Memorial 401K Plan-7$1,062,557$121,576$17,368iApproximate average salary by contribution assumption: employee only about $434,200 at 4% or $289,467 at 6%; with 50% employer match about $289,467 at 4% or $192,978 at 6%; with 100% employer match about $217,100 at 4% or $144,733 at 6%.
2012110$1,688,046$65,327$6,533iApproximate average salary by contribution assumption: employee only about $163,318 at 4% or $108,878 at 6%; with 50% employer match about $108,878 at 4% or $72,586 at 6%; with 100% employer match about $81,659 at 4% or $54,439 at 6%.
The Julia Morgan Memorial 401K Plan-10$1,688,046$65,327$6,533iApproximate average salary by contribution assumption: employee only about $163,318 at 4% or $108,878 at 6%; with 50% employer match about $108,878 at 4% or $72,586 at 6%; with 100% employer match about $81,659 at 4% or $54,439 at 6%.
201118$1,422,862$22,826$2,853iApproximate average salary by contribution assumption: employee only about $71,331 at 4% or $47,554 at 6%; with 50% employer match about $47,554 at 4% or $31,703 at 6%; with 100% employer match about $35,666 at 4% or $23,777 at 6%.
The Julia Morgan Memorial 401K Plan-8$1,422,862$22,826$2,853iApproximate average salary by contribution assumption: employee only about $71,331 at 4% or $47,554 at 6%; with 50% employer match about $47,554 at 4% or $31,703 at 6%; with 100% employer match about $35,666 at 4% or $23,777 at 6%.
2010111$1,332,336$14,710$1,337iApproximate average salary by contribution assumption: employee only about $33,432 at 4% or $22,288 at 6%; with 50% employer match about $22,288 at 4% or $14,859 at 6%; with 100% employer match about $16,716 at 4% or $11,144 at 6%.
The Julia Morgan Memorial 401K Plan-11$1,332,336$14,710$1,337iApproximate average salary by contribution assumption: employee only about $33,432 at 4% or $22,288 at 6%; with 50% employer match about $22,288 at 4% or $14,859 at 6%; with 100% employer match about $16,716 at 4% or $11,144 at 6%.
2009113$1,284,240$17,330$1,333iApproximate average salary by contribution assumption: employee only about $33,327 at 4% or $22,218 at 6%; with 50% employer match about $22,218 at 4% or $14,812 at 6%; with 100% employer match about $16,663 at 4% or $11,109 at 6%.
The Julia Morgan Memorial 401K Plan-13$1,284,240$17,330$1,333iApproximate average salary by contribution assumption: employee only about $33,327 at 4% or $22,218 at 6%; with 50% employer match about $22,218 at 4% or $14,812 at 6%; with 100% employer match about $16,663 at 4% or $11,109 at 6%.
2008112$0$0-
The Julia Morgan Memorial 401K Plan-12---
200718$0$0-
The Julia Morgan Memorial 401K Plan-8---
200615$1,173,461$131,276$26,255iApproximate average salary by contribution assumption: employee only about $656,380 at 4% or $437,587 at 6%; with 50% employer match about $437,587 at 4% or $291,724 at 6%; with 100% employer match about $328,190 at 4% or $218,793 at 6%.
The Julia Morgan Memorial 401K Plan-5$1,173,461$131,276$26,255iApproximate average salary by contribution assumption: employee only about $656,380 at 4% or $437,587 at 6%; with 50% employer match about $437,587 at 4% or $291,724 at 6%; with 100% employer match about $328,190 at 4% or $218,793 at 6%.
200518$972,187$104,541$13,068iApproximate average salary by contribution assumption: employee only about $326,691 at 4% or $217,794 at 6%; with 50% employer match about $217,794 at 4% or $145,196 at 6%; with 100% employer match about $163,345 at 4% or $108,897 at 6%.
The Julia Morgan Memorial 401K Plan-8$972,187$104,541$13,068iApproximate average salary by contribution assumption: employee only about $326,691 at 4% or $217,794 at 6%; with 50% employer match about $217,794 at 4% or $145,196 at 6%; with 100% employer match about $163,345 at 4% or $108,897 at 6%.
200417$799,345$82,962$11,852iApproximate average salary by contribution assumption: employee only about $296,293 at 4% or $197,529 at 6%; with 50% employer match about $197,529 at 4% or $131,686 at 6%; with 100% employer match about $148,146 at 4% or $98,764 at 6%.
The Julia Morgan Memorial 401K Plan-7$799,345$82,962$11,852iApproximate average salary by contribution assumption: employee only about $296,293 at 4% or $197,529 at 6%; with 50% employer match about $197,529 at 4% or $131,686 at 6%; with 100% employer match about $148,146 at 4% or $98,764 at 6%.
200318$0$0-
The Julia Morgan Memorial 401K Plan-8---
2002110$0$0-
The Julia Morgan Memorial 401K Plan-10---
200117$0$0-
The Julia Morgan Memorial 401K Plan-7---
200018$0$0-
The Julia Morgan Memorial 401K Plan-8---
199916$391,904$63,632$10,605iApproximate average salary by contribution assumption: employee only about $265,133 at 4% or $176,756 at 6%; with 50% employer match about $176,756 at 4% or $117,837 at 6%; with 100% employer match about $132,567 at 4% or $88,378 at 6%.
The Julia Morgan Memorial 401K Plan-6$391,904$63,632$10,605iApproximate average salary by contribution assumption: employee only about $265,133 at 4% or $176,756 at 6%; with 50% employer match about $176,756 at 4% or $117,837 at 6%; with 100% employer match about $132,567 at 4% or $88,378 at 6%.