Civic Intelligence

Morton Capital Management

Plan context: Morton Capital Management 401K Plan

EIN 95-3759138 • 21 filings • 5 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$2,416,077

2008 Contributions

$379,510

Historical Graphs

Total Assets Over Time

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

$2,416,077$1,208,039$0199920042006YearValue
$2,416,077Latest year 2006

Participants Over Time

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

1580199920032007YearValue
1Latest year 2007

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
200810$0$0-
Morton Capital Management 401K Plan-0---
200711$0$0-
Morton Capital Management 401K Plan-1---
200622$2,416,077$379,510$189,755iApproximate average salary by contribution assumption: employee only about $4,743,875 at 4% or $3,162,583 at 6%; with 50% employer match about $3,162,583 at 4% or $2,108,389 at 6%; with 100% employer match about $2,371,938 at 4% or $1,581,292 at 6%.
Morton Capital Management 401K Plan-2$1,233,760$184,939$92,470iApproximate average salary by contribution assumption: employee only about $2,311,738 at 4% or $1,541,158 at 6%; with 50% employer match about $1,541,158 at 4% or $1,027,439 at 6%; with 100% employer match about $1,155,869 at 4% or $770,579 at 6%.
MORTON MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN-2$1,182,317$194,571$97,286iApproximate average salary by contribution assumption: employee only about $2,432,138 at 4% or $1,621,425 at 6%; with 50% employer match about $1,621,425 at 4% or $1,080,950 at 6%; with 100% employer match about $1,216,069 at 4% or $810,713 at 6%.
2005215$2,131,839$312,937$20,862iApproximate average salary by contribution assumption: employee only about $521,562 at 4% or $347,708 at 6%; with 50% employer match about $347,708 at 4% or $231,805 at 6%; with 100% employer match about $260,781 at 4% or $173,854 at 6%.
Morton Capital Management 401K Plan-15$1,237,529$83,821$5,588iApproximate average salary by contribution assumption: employee only about $139,702 at 4% or $93,134 at 6%; with 50% employer match about $93,134 at 4% or $62,090 at 6%; with 100% employer match about $69,851 at 4% or $46,567 at 6%.
MORTON CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-8$894,310$229,116$28,640iApproximate average salary by contribution assumption: employee only about $715,988 at 4% or $477,325 at 6%; with 50% employer match about $477,325 at 4% or $318,217 at 6%; with 100% employer match about $357,994 at 4% or $238,663 at 6%.
200429$1,643,974$277,115$30,791iApproximate average salary by contribution assumption: employee only about $769,764 at 4% or $513,176 at 6%; with 50% employer match about $513,176 at 4% or $342,117 at 6%; with 100% employer match about $384,882 at 4% or $256,588 at 6%.
Morton Capital Management 401K Plan-9$1,023,191$144,371$16,041iApproximate average salary by contribution assumption: employee only about $401,031 at 4% or $267,354 at 6%; with 50% employer match about $267,354 at 4% or $178,236 at 6%; with 100% employer match about $200,515 at 4% or $133,677 at 6%.
MORTON CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-7$620,783$132,744$18,963iApproximate average salary by contribution assumption: employee only about $474,086 at 4% or $316,057 at 6%; with 50% employer match about $316,057 at 4% or $210,705 at 6%; with 100% employer match about $237,043 at 4% or $158,029 at 6%.
200328$787,366$120,644$15,081iApproximate average salary by contribution assumption: employee only about $377,013 at 4% or $251,342 at 6%; with 50% employer match about $251,342 at 4% or $167,561 at 6%; with 100% employer match about $188,506 at 4% or $125,671 at 6%.
Morton Capital Management 401K Plan-8$787,366$120,644$15,081iApproximate average salary by contribution assumption: employee only about $377,013 at 4% or $251,342 at 6%; with 50% employer match about $251,342 at 4% or $167,561 at 6%; with 100% employer match about $188,506 at 4% or $125,671 at 6%.
MORTON CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-8---
200237$0$0-
MORTON CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-4---
Morton Capital Management Profit Sharing Plan-0---
Morton Capital Management 401K Plan-7---
200137$0$0-
Morton Capital Management Profit Sharing Plan-6---
Morton Capital Management 401K Plan-7---
MORTON CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-5---
200039$570,289$182,157$20,240iApproximate average salary by contribution assumption: employee only about $505,992 at 4% or $337,328 at 6%; with 50% employer match about $337,328 at 4% or $224,885 at 6%; with 100% employer match about $252,996 at 4% or $168,664 at 6%.
Morton Capital Management 401K Plan-9$268,411$43,397$4,822iApproximate average salary by contribution assumption: employee only about $120,547 at 4% or $80,365 at 6%; with 50% employer match about $80,365 at 4% or $53,577 at 6%; with 100% employer match about $60,274 at 4% or $40,182 at 6%.
Morton Capital Management Profit Sharing Plan-9$203,119$40,001$4,445iApproximate average salary by contribution assumption: employee only about $111,114 at 4% or $74,076 at 6%; with 50% employer match about $74,076 at 4% or $49,384 at 6%; with 100% employer match about $55,557 at 4% or $37,038 at 6%.
MORTON CAPITAL MANAGEMENT DEFINED BENEFIT PENSION PLAN-5$98,759$98,759$19,752iApproximate average salary by contribution assumption: employee only about $493,795 at 4% or $329,197 at 6%; with 50% employer match about $329,197 at 4% or $219,464 at 6%; with 100% employer match about $246,898 at 4% or $164,598 at 6%.
199928$429,068$82,796$10,350iApproximate average salary by contribution assumption: employee only about $258,738 at 4% or $172,492 at 6%; with 50% employer match about $172,492 at 4% or $114,994 at 6%; with 100% employer match about $129,369 at 4% or $86,246 at 6%.
Morton Capital Management 401K Plan-8$271,951$31,887$3,986iApproximate average salary by contribution assumption: employee only about $99,647 at 4% or $66,431 at 6%; with 50% employer match about $66,431 at 4% or $44,288 at 6%; with 100% employer match about $49,823 at 4% or $33,216 at 6%.
Morton Capital Management Profit Sharing Plan-8$157,117$50,909$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,060 at 6%; with 50% employer match about $106,060 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.