Wm L Morris-Fillmore
Plan context: Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari
EIN 95-2223455 • Fillmore, CA • 22 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
19
2020 Assets
$1,040,481
2020 Contributions
$7,273
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 19 | $1,040,481 | $7,273 | $383iApproximate average salary by contribution assumption: employee only about $9,570 at 4% or $6,380 at 6%; with 50% employer match about $6,380 at 4% or $4,253 at 6%; with 100% employer match about $4,785 at 4% or $3,190 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 19 | $1,040,481 | $7,273 | $383iApproximate average salary by contribution assumption: employee only about $9,570 at 4% or $6,380 at 6%; with 50% employer match about $6,380 at 4% or $4,253 at 6%; with 100% employer match about $4,785 at 4% or $3,190 at 6%. |
| 2019 | 1 | 21 | $984,893 | $28,718 | $1,368iApproximate average salary by contribution assumption: employee only about $34,188 at 4% or $22,792 at 6%; with 50% employer match about $22,792 at 4% or $15,195 at 6%; with 100% employer match about $17,094 at 4% or $11,396 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 21 | $984,893 | $28,718 | $1,368iApproximate average salary by contribution assumption: employee only about $34,188 at 4% or $22,792 at 6%; with 50% employer match about $22,792 at 4% or $15,195 at 6%; with 100% employer match about $17,094 at 4% or $11,396 at 6%. |
| 2018 | 1 | 24 | $872,758 | $63,043 | $2,627iApproximate average salary by contribution assumption: employee only about $65,670 at 4% or $43,780 at 6%; with 50% employer match about $43,780 at 4% or $29,187 at 6%; with 100% employer match about $32,835 at 4% or $21,890 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 24 | $872,758 | $63,043 | $2,627iApproximate average salary by contribution assumption: employee only about $65,670 at 4% or $43,780 at 6%; with 50% employer match about $43,780 at 4% or $29,187 at 6%; with 100% employer match about $32,835 at 4% or $21,890 at 6%. |
| 2017 | 1 | 25 | $1,342,450 | $90,767 | $3,631iApproximate average salary by contribution assumption: employee only about $90,767 at 4% or $60,511 at 6%; with 50% employer match about $60,511 at 4% or $40,341 at 6%; with 100% employer match about $45,384 at 4% or $30,256 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 25 | $1,342,450 | $90,767 | $3,631iApproximate average salary by contribution assumption: employee only about $90,767 at 4% or $60,511 at 6%; with 50% employer match about $60,511 at 4% or $40,341 at 6%; with 100% employer match about $45,384 at 4% or $30,256 at 6%. |
| 2016 | 1 | 23 | $1,154,963 | $107,424 | $4,671iApproximate average salary by contribution assumption: employee only about $116,765 at 4% or $77,843 at 6%; with 50% employer match about $77,843 at 4% or $51,896 at 6%; with 100% employer match about $58,383 at 4% or $38,922 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 23 | $1,154,963 | $107,424 | $4,671iApproximate average salary by contribution assumption: employee only about $116,765 at 4% or $77,843 at 6%; with 50% employer match about $77,843 at 4% or $51,896 at 6%; with 100% employer match about $58,383 at 4% or $38,922 at 6%. |
| 2015 | 1 | 23 | $1,041,787 | $42,469 | $1,846iApproximate average salary by contribution assumption: employee only about $46,162 at 4% or $30,775 at 6%; with 50% employer match about $30,775 at 4% or $20,516 at 6%; with 100% employer match about $23,081 at 4% or $15,387 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 23 | $1,041,787 | $42,469 | $1,846iApproximate average salary by contribution assumption: employee only about $46,162 at 4% or $30,775 at 6%; with 50% employer match about $30,775 at 4% or $20,516 at 6%; with 100% employer match about $23,081 at 4% or $15,387 at 6%. |
| 2014 | 1 | 22 | $1,091,449 | $26,741 | $1,216iApproximate average salary by contribution assumption: employee only about $30,388 at 4% or $20,258 at 6%; with 50% employer match about $20,258 at 4% or $13,506 at 6%; with 100% employer match about $15,194 at 4% or $10,129 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 22 | $1,091,449 | $26,741 | $1,216iApproximate average salary by contribution assumption: employee only about $30,388 at 4% or $20,258 at 6%; with 50% employer match about $20,258 at 4% or $13,506 at 6%; with 100% employer match about $15,194 at 4% or $10,129 at 6%. |
| 2013 | 1 | 22 | $1,047,530 | $22,578 | $1,026iApproximate average salary by contribution assumption: employee only about $25,657 at 4% or $17,105 at 6%; with 50% employer match about $17,105 at 4% or $11,403 at 6%; with 100% employer match about $12,828 at 4% or $8,552 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 22 | $1,047,530 | $22,578 | $1,026iApproximate average salary by contribution assumption: employee only about $25,657 at 4% or $17,105 at 6%; with 50% employer match about $17,105 at 4% or $11,403 at 6%; with 100% employer match about $12,828 at 4% or $8,552 at 6%. |
| 2012 | 1 | 23 | $937,245 | $27,289 | $1,186iApproximate average salary by contribution assumption: employee only about $29,662 at 4% or $19,775 at 6%; with 50% employer match about $19,775 at 4% or $13,183 at 6%; with 100% employer match about $14,831 at 4% or $9,887 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 23 | $937,245 | $27,289 | $1,186iApproximate average salary by contribution assumption: employee only about $29,662 at 4% or $19,775 at 6%; with 50% employer match about $19,775 at 4% or $13,183 at 6%; with 100% employer match about $14,831 at 4% or $9,887 at 6%. |
| 2011 | 1 | 26 | $887,237 | $26,694 | $1,027iApproximate average salary by contribution assumption: employee only about $25,667 at 4% or $17,112 at 6%; with 50% employer match about $17,112 at 4% or $11,408 at 6%; with 100% employer match about $12,834 at 4% or $8,556 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 26 | $887,237 | $26,694 | $1,027iApproximate average salary by contribution assumption: employee only about $25,667 at 4% or $17,112 at 6%; with 50% employer match about $17,112 at 4% or $11,408 at 6%; with 100% employer match about $12,834 at 4% or $8,556 at 6%. |
| 2010 | 1 | 21 | $887,399 | $22,597 | $1,076iApproximate average salary by contribution assumption: employee only about $26,901 at 4% or $17,934 at 6%; with 50% employer match about $17,934 at 4% or $11,956 at 6%; with 100% employer match about $13,451 at 4% or $8,967 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 21 | $887,399 | $22,597 | $1,076iApproximate average salary by contribution assumption: employee only about $26,901 at 4% or $17,934 at 6%; with 50% employer match about $17,934 at 4% or $11,956 at 6%; with 100% employer match about $13,451 at 4% or $8,967 at 6%. |
| 2009 | 1 | 20 | $781,018 | $21,339 | $1,067iApproximate average salary by contribution assumption: employee only about $26,674 at 4% or $17,783 at 6%; with 50% employer match about $17,783 at 4% or $11,855 at 6%; with 100% employer match about $13,337 at 4% or $8,891 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 20 | $781,018 | $21,339 | $1,067iApproximate average salary by contribution assumption: employee only about $26,674 at 4% or $17,783 at 6%; with 50% employer match about $17,783 at 4% or $11,855 at 6%; with 100% employer match about $13,337 at 4% or $8,891 at 6%. |
| 2008 | 1 | 18 | $718,979 | $40,481 | $2,249iApproximate average salary by contribution assumption: employee only about $56,224 at 4% or $37,482 at 6%; with 50% employer match about $37,482 at 4% or $24,988 at 6%; with 100% employer match about $28,112 at 4% or $18,741 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 18 | $718,979 | $40,481 | $2,249iApproximate average salary by contribution assumption: employee only about $56,224 at 4% or $37,482 at 6%; with 50% employer match about $37,482 at 4% or $24,988 at 6%; with 100% employer match about $28,112 at 4% or $18,741 at 6%. |
| 2007 | 1 | 19 | $863,018 | $41,945 | $2,208iApproximate average salary by contribution assumption: employee only about $55,191 at 4% or $36,794 at 6%; with 50% employer match about $36,794 at 4% or $24,529 at 6%; with 100% employer match about $27,595 at 4% or $18,397 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 19 | $863,018 | $41,945 | $2,208iApproximate average salary by contribution assumption: employee only about $55,191 at 4% or $36,794 at 6%; with 50% employer match about $36,794 at 4% or $24,529 at 6%; with 100% employer match about $27,595 at 4% or $18,397 at 6%. |
| 2006 | 1 | 19 | $791,717 | $38,966 | $2,051iApproximate average salary by contribution assumption: employee only about $51,271 at 4% or $34,181 at 6%; with 50% employer match about $34,181 at 4% or $22,787 at 6%; with 100% employer match about $25,636 at 4% or $17,090 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 19 | $791,717 | $38,966 | $2,051iApproximate average salary by contribution assumption: employee only about $51,271 at 4% or $34,181 at 6%; with 50% employer match about $34,181 at 4% or $22,787 at 6%; with 100% employer match about $25,636 at 4% or $17,090 at 6%. |
| 2005 | 1 | 21 | $774,923 | $53,538 | $2,549iApproximate average salary by contribution assumption: employee only about $63,736 at 4% or $42,490 at 6%; with 50% employer match about $42,490 at 4% or $28,327 at 6%; with 100% employer match about $31,868 at 4% or $21,245 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 21 | $774,923 | $53,538 | $2,549iApproximate average salary by contribution assumption: employee only about $63,736 at 4% or $42,490 at 6%; with 50% employer match about $42,490 at 4% or $28,327 at 6%; with 100% employer match about $31,868 at 4% or $21,245 at 6%. |
| 2004 | 1 | 25 | $693,104 | $60,017 | $2,401iApproximate average salary by contribution assumption: employee only about $60,017 at 4% or $40,011 at 6%; with 50% employer match about $40,011 at 4% or $26,674 at 6%; with 100% employer match about $30,008 at 4% or $20,006 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 25 | $693,104 | $60,017 | $2,401iApproximate average salary by contribution assumption: employee only about $60,017 at 4% or $40,011 at 6%; with 50% employer match about $40,011 at 4% or $26,674 at 6%; with 100% employer match about $30,008 at 4% or $20,006 at 6%. |
| 2003 | 1 | 0 | $597,445 | $52,458 | - |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 0 | $597,445 | $52,458 | - |
| 2002 | 1 | 37 | $479,142 | $46,440 | $1,255iApproximate average salary by contribution assumption: employee only about $31,378 at 4% or $20,919 at 6%; with 50% employer match about $20,919 at 4% or $13,946 at 6%; with 100% employer match about $15,689 at 4% or $10,459 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 37 | $479,142 | $46,440 | $1,255iApproximate average salary by contribution assumption: employee only about $31,378 at 4% or $20,919 at 6%; with 50% employer match about $20,919 at 4% or $13,946 at 6%; with 100% employer match about $15,689 at 4% or $10,459 at 6%. |
| 2001 | 1 | 29 | $477,801 | $40,855 | $1,409iApproximate average salary by contribution assumption: employee only about $35,220 at 4% or $23,480 at 6%; with 50% employer match about $23,480 at 4% or $15,653 at 6%; with 100% employer match about $17,610 at 4% or $11,740 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 29 | $477,801 | $40,855 | $1,409iApproximate average salary by contribution assumption: employee only about $35,220 at 4% or $23,480 at 6%; with 50% employer match about $23,480 at 4% or $15,653 at 6%; with 100% employer match about $17,610 at 4% or $11,740 at 6%. |
| 2000 | 1 | 35 | $455,415 | $28,642 | $818iApproximate average salary by contribution assumption: employee only about $20,459 at 4% or $13,639 at 6%; with 50% employer match about $13,639 at 4% or $9,093 at 6%; with 100% employer match about $10,229 at 4% or $6,820 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 35 | $455,415 | $28,642 | $818iApproximate average salary by contribution assumption: employee only about $20,459 at 4% or $13,639 at 6%; with 50% employer match about $13,639 at 4% or $9,093 at 6%; with 100% employer match about $10,229 at 4% or $6,820 at 6%. |
| 1999 | 1 | 36 | $453,491 | $37,261 | $1,035iApproximate average salary by contribution assumption: employee only about $25,876 at 4% or $17,250 at 6%; with 50% employer match about $17,250 at 4% or $11,500 at 6%; with 100% employer match about $12,938 at 4% or $8,625 at 6%. |
| Wm L Morris-Fillmore Nadart Salary Deferral 401K Profit Shari | - | 36 | $453,491 | $37,261 | $1,035iApproximate average salary by contribution assumption: employee only about $25,876 at 4% or $17,250 at 6%; with 50% employer match about $17,250 at 4% or $11,500 at 6%; with 100% employer match about $12,938 at 4% or $8,625 at 6%. |