Civic Intelligence

Morgan & Sampson Inc.

Plan context: Morgan & Sampson Inc. Employee Retirement Plan

EIN 95-2080451 • San Clemente, CA • 19 filings • 2 plans

940 Calle Amanecer, Suite CSan Clemente, CA 92673
Current Snapshot

Latest Year

2017

2017 Participants

25

2017 Assets

$1,689,975

2017 Contributions

$1,000,000

Historical Graphs

Total Assets Over Time

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

$3,244,941$1,622,471$0199920082016YearValue
$1,689,975Latest year 2016

Participants Over Time

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

25130199920082016YearValue
25Latest year 2016

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
201710$0$1,000,000-
Morgan & Sampson Inc. Employee Retirement Plan-0$0$1,000,000-
2016125$1,689,975$120,000$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-25$1,689,975$120,000$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
2015125$1,530,764$104,892$4,196iApproximate average salary by contribution assumption: employee only about $104,892 at 4% or $69,928 at 6%; with 50% employer match about $69,928 at 4% or $46,619 at 6%; with 100% employer match about $52,446 at 4% or $34,964 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-25$1,530,764$104,892$4,196iApproximate average salary by contribution assumption: employee only about $104,892 at 4% or $69,928 at 6%; with 50% employer match about $69,928 at 4% or $46,619 at 6%; with 100% employer match about $52,446 at 4% or $34,964 at 6%.
2014123$1,480,645$24,000$1,043iApproximate average salary by contribution assumption: employee only about $26,087 at 4% or $17,391 at 6%; with 50% employer match about $17,391 at 4% or $11,594 at 6%; with 100% employer match about $13,043 at 4% or $8,696 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-23$1,480,645$24,000$1,043iApproximate average salary by contribution assumption: employee only about $26,087 at 4% or $17,391 at 6%; with 50% employer match about $17,391 at 4% or $11,594 at 6%; with 100% employer match about $13,043 at 4% or $8,696 at 6%.
2013125$1,457,418$0-
Morgan & Sampson Inc. Employee Retirement Plan-25$1,457,418--
2012116$1,515,557$0-
Morgan & Sampson Inc. Employee Retirement Plan-16$1,515,557--
2011117$1,501,358$50,000$2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-17$1,501,358$50,000$2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%.
2010118$1,462,629$239,683$13,316iApproximate average salary by contribution assumption: employee only about $332,893 at 4% or $221,929 at 6%; with 50% employer match about $221,929 at 4% or $147,952 at 6%; with 100% employer match about $166,447 at 4% or $110,964 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-18$1,462,629$239,683$13,316iApproximate average salary by contribution assumption: employee only about $332,893 at 4% or $221,929 at 6%; with 50% employer match about $221,929 at 4% or $147,952 at 6%; with 100% employer match about $166,447 at 4% or $110,964 at 6%.
2009119$1,206,282$588,355$30,966iApproximate average salary by contribution assumption: employee only about $774,151 at 4% or $516,101 at 6%; with 50% employer match about $516,101 at 4% or $344,067 at 6%; with 100% employer match about $387,076 at 4% or $258,050 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-19$1,206,282$588,355$30,966iApproximate average salary by contribution assumption: employee only about $774,151 at 4% or $516,101 at 6%; with 50% employer match about $516,101 at 4% or $344,067 at 6%; with 100% employer match about $387,076 at 4% or $258,050 at 6%.
2008114$612,899$337,161$24,083iApproximate average salary by contribution assumption: employee only about $602,073 at 4% or $401,382 at 6%; with 50% employer match about $401,382 at 4% or $267,588 at 6%; with 100% employer match about $301,037 at 4% or $200,691 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-14$612,899$337,161$24,083iApproximate average salary by contribution assumption: employee only about $602,073 at 4% or $401,382 at 6%; with 50% employer match about $401,382 at 4% or $267,588 at 6%; with 100% employer match about $301,037 at 4% or $200,691 at 6%.
2007113$268,615$73,000$5,615iApproximate average salary by contribution assumption: employee only about $140,385 at 4% or $93,590 at 6%; with 50% employer match about $93,590 at 4% or $62,393 at 6%; with 100% employer match about $70,192 at 4% or $46,795 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-13$268,615$73,000$5,615iApproximate average salary by contribution assumption: employee only about $140,385 at 4% or $93,590 at 6%; with 50% employer match about $93,590 at 4% or $62,393 at 6%; with 100% employer match about $70,192 at 4% or $46,795 at 6%.
2006116$3,244,941$299,000$18,688iApproximate average salary by contribution assumption: employee only about $467,188 at 4% or $311,458 at 6%; with 50% employer match about $311,458 at 4% or $207,639 at 6%; with 100% employer match about $233,594 at 4% or $155,729 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-16$3,244,941$299,000$18,688iApproximate average salary by contribution assumption: employee only about $467,188 at 4% or $311,458 at 6%; with 50% employer match about $311,458 at 4% or $207,639 at 6%; with 100% employer match about $233,594 at 4% or $155,729 at 6%.
2005116$2,915,141$253,000$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-16$2,915,141$253,000$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
2004120$2,598,873$300,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-20$2,598,873$300,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2003121$2,250,575$175,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-21$2,250,575$175,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2002116$1,891,535$600,494$37,531iApproximate average salary by contribution assumption: employee only about $938,272 at 4% or $625,515 at 6%; with 50% employer match about $625,515 at 4% or $417,010 at 6%; with 100% employer match about $469,136 at 4% or $312,757 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-16$1,891,535$600,494$37,531iApproximate average salary by contribution assumption: employee only about $938,272 at 4% or $625,515 at 6%; with 50% employer match about $625,515 at 4% or $417,010 at 6%; with 100% employer match about $469,136 at 4% or $312,757 at 6%.
2001116$1,765,767$94,781$5,924iApproximate average salary by contribution assumption: employee only about $148,095 at 4% or $98,730 at 6%; with 50% employer match about $98,730 at 4% or $65,820 at 6%; with 100% employer match about $74,048 at 4% or $49,365 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-16$1,765,767$94,781$5,924iApproximate average salary by contribution assumption: employee only about $148,095 at 4% or $98,730 at 6%; with 50% employer match about $98,730 at 4% or $65,820 at 6%; with 100% employer match about $74,048 at 4% or $49,365 at 6%.
2000115$2,205,866$49,449$3,297iApproximate average salary by contribution assumption: employee only about $82,415 at 4% or $54,943 at 6%; with 50% employer match about $54,943 at 4% or $36,629 at 6%; with 100% employer match about $41,208 at 4% or $27,472 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-15$2,205,866$49,449$3,297iApproximate average salary by contribution assumption: employee only about $82,415 at 4% or $54,943 at 6%; with 50% employer match about $54,943 at 4% or $36,629 at 6%; with 100% employer match about $41,208 at 4% or $27,472 at 6%.
1999114$2,655,480$148,356$10,597iApproximate average salary by contribution assumption: employee only about $264,921 at 4% or $176,614 at 6%; with 50% employer match about $176,614 at 4% or $117,743 at 6%; with 100% employer match about $132,461 at 4% or $88,307 at 6%.
Morgan & Sampson Inc. Employee Retirement Plan-14$2,655,480$148,356$10,597iApproximate average salary by contribution assumption: employee only about $264,921 at 4% or $176,614 at 6%; with 50% employer match about $176,614 at 4% or $117,743 at 6%; with 100% employer match about $132,461 at 4% or $88,307 at 6%.
Morgan & Sampson Inc. | EIN 95-2080451 | 2017 Form 5500 Company Profile