Civic Intelligence

Morris & Berger

Plan context: Morris & Berger 401(K) Profit Sharing Plan

EIN 95-3988656 • Pasadenea, CA • 24 filings • 3 plans

390 E. Walnut St.Pasadenea, CA 91101
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,534,140

2024 Contributions

$166,637

Historical Graphs

Total Assets Over Time

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

$5,732,650$2,866,325$0200320142024YearValue
$3,534,140Latest year 2024

Participants Over Time

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

1260200120132024YearValue
8Latest year 2024

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
202418$3,534,140$166,637$20,830iApproximate average salary by contribution assumption: employee only about $520,741 at 4% or $347,160 at 6%; with 50% employer match about $347,160 at 4% or $231,440 at 6%; with 100% employer match about $260,370 at 4% or $173,580 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-8$3,534,140$166,637$20,830iApproximate average salary by contribution assumption: employee only about $520,741 at 4% or $347,160 at 6%; with 50% employer match about $347,160 at 4% or $231,440 at 6%; with 100% employer match about $260,370 at 4% or $173,580 at 6%.
2023112$5,677,393$198,652$16,554iApproximate average salary by contribution assumption: employee only about $413,858 at 4% or $275,906 at 6%; with 50% employer match about $275,906 at 4% or $183,937 at 6%; with 100% employer match about $206,929 at 4% or $137,953 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-12$5,677,393$198,652$16,554iApproximate average salary by contribution assumption: employee only about $413,858 at 4% or $275,906 at 6%; with 50% employer match about $275,906 at 4% or $183,937 at 6%; with 100% employer match about $206,929 at 4% or $137,953 at 6%.
2022111$4,933,701$186,300$16,936iApproximate average salary by contribution assumption: employee only about $423,409 at 4% or $282,273 at 6%; with 50% employer match about $282,273 at 4% or $188,182 at 6%; with 100% employer match about $211,705 at 4% or $141,136 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-11$4,933,701$186,300$16,936iApproximate average salary by contribution assumption: employee only about $423,409 at 4% or $282,273 at 6%; with 50% employer match about $282,273 at 4% or $188,182 at 6%; with 100% employer match about $211,705 at 4% or $141,136 at 6%.
2021110$5,732,650$157,884$15,788iApproximate average salary by contribution assumption: employee only about $394,710 at 4% or $263,140 at 6%; with 50% employer match about $263,140 at 4% or $175,427 at 6%; with 100% employer match about $197,355 at 4% or $131,570 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-10$5,732,650$157,884$15,788iApproximate average salary by contribution assumption: employee only about $394,710 at 4% or $263,140 at 6%; with 50% employer match about $263,140 at 4% or $175,427 at 6%; with 100% employer match about $197,355 at 4% or $131,570 at 6%.
2020111$5,210,114$176,182$16,017iApproximate average salary by contribution assumption: employee only about $400,414 at 4% or $266,942 at 6%; with 50% employer match about $266,942 at 4% or $177,962 at 6%; with 100% employer match about $200,207 at 4% or $133,471 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-11$5,210,114$176,182$16,017iApproximate average salary by contribution assumption: employee only about $400,414 at 4% or $266,942 at 6%; with 50% employer match about $266,942 at 4% or $177,962 at 6%; with 100% employer match about $200,207 at 4% or $133,471 at 6%.
2019110$4,456,837$179,024$17,902iApproximate average salary by contribution assumption: employee only about $447,560 at 4% or $298,373 at 6%; with 50% employer match about $298,373 at 4% or $198,916 at 6%; with 100% employer match about $223,780 at 4% or $149,187 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-10$4,456,837$179,024$17,902iApproximate average salary by contribution assumption: employee only about $447,560 at 4% or $298,373 at 6%; with 50% employer match about $298,373 at 4% or $198,916 at 6%; with 100% employer match about $223,780 at 4% or $149,187 at 6%.
201819$3,629,796$197,983$21,998iApproximate average salary by contribution assumption: employee only about $549,953 at 4% or $366,635 at 6%; with 50% employer match about $366,635 at 4% or $244,423 at 6%; with 100% employer match about $274,976 at 4% or $183,318 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$3,629,796$197,983$21,998iApproximate average salary by contribution assumption: employee only about $549,953 at 4% or $366,635 at 6%; with 50% employer match about $366,635 at 4% or $244,423 at 6%; with 100% employer match about $274,976 at 4% or $183,318 at 6%.
201719$3,785,524$191,716$21,302iApproximate average salary by contribution assumption: employee only about $532,544 at 4% or $355,030 at 6%; with 50% employer match about $355,030 at 4% or $236,686 at 6%; with 100% employer match about $266,272 at 4% or $177,515 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$3,785,524$191,716$21,302iApproximate average salary by contribution assumption: employee only about $532,544 at 4% or $355,030 at 6%; with 50% employer match about $355,030 at 4% or $236,686 at 6%; with 100% employer match about $266,272 at 4% or $177,515 at 6%.
201619$3,134,956$183,498$20,389iApproximate average salary by contribution assumption: employee only about $509,717 at 4% or $339,811 at 6%; with 50% employer match about $339,811 at 4% or $226,541 at 6%; with 100% employer match about $254,858 at 4% or $169,906 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$3,134,956$183,498$20,389iApproximate average salary by contribution assumption: employee only about $509,717 at 4% or $339,811 at 6%; with 50% employer match about $339,811 at 4% or $226,541 at 6%; with 100% employer match about $254,858 at 4% or $169,906 at 6%.
201519$2,845,966$181,420$20,158iApproximate average salary by contribution assumption: employee only about $503,944 at 4% or $335,963 at 6%; with 50% employer match about $335,963 at 4% or $223,975 at 6%; with 100% employer match about $251,972 at 4% or $167,981 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$2,845,966$181,420$20,158iApproximate average salary by contribution assumption: employee only about $503,944 at 4% or $335,963 at 6%; with 50% employer match about $335,963 at 4% or $223,975 at 6%; with 100% employer match about $251,972 at 4% or $167,981 at 6%.
201419$2,764,309$173,581$19,287iApproximate average salary by contribution assumption: employee only about $482,169 at 4% or $321,446 at 6%; with 50% employer match about $321,446 at 4% or $214,298 at 6%; with 100% employer match about $241,085 at 4% or $160,723 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$2,764,309$173,581$19,287iApproximate average salary by contribution assumption: employee only about $482,169 at 4% or $321,446 at 6%; with 50% employer match about $321,446 at 4% or $214,298 at 6%; with 100% employer match about $241,085 at 4% or $160,723 at 6%.
201318$2,470,681$159,788$19,974iApproximate average salary by contribution assumption: employee only about $499,338 at 4% or $332,892 at 6%; with 50% employer match about $332,892 at 4% or $221,928 at 6%; with 100% employer match about $249,669 at 4% or $166,446 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-8$2,470,681$159,788$19,974iApproximate average salary by contribution assumption: employee only about $499,338 at 4% or $332,892 at 6%; with 50% employer match about $332,892 at 4% or $221,928 at 6%; with 100% employer match about $249,669 at 4% or $166,446 at 6%.
201219$2,077,826$166,161$18,462iApproximate average salary by contribution assumption: employee only about $461,558 at 4% or $307,706 at 6%; with 50% employer match about $307,706 at 4% or $205,137 at 6%; with 100% employer match about $230,779 at 4% or $153,853 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$2,077,826$166,161$18,462iApproximate average salary by contribution assumption: employee only about $461,558 at 4% or $307,706 at 6%; with 50% employer match about $307,706 at 4% or $205,137 at 6%; with 100% employer match about $230,779 at 4% or $153,853 at 6%.
2011110$1,699,339$145,015$14,502iApproximate average salary by contribution assumption: employee only about $362,538 at 4% or $241,692 at 6%; with 50% employer match about $241,692 at 4% or $161,128 at 6%; with 100% employer match about $181,269 at 4% or $120,846 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-10$1,699,339$145,015$14,502iApproximate average salary by contribution assumption: employee only about $362,538 at 4% or $241,692 at 6%; with 50% employer match about $241,692 at 4% or $161,128 at 6%; with 100% employer match about $181,269 at 4% or $120,846 at 6%.
201019$1,712,331$151,685$16,854iApproximate average salary by contribution assumption: employee only about $421,347 at 4% or $280,898 at 6%; with 50% employer match about $280,898 at 4% or $187,265 at 6%; with 100% employer match about $210,674 at 4% or $140,449 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$1,712,331$151,685$16,854iApproximate average salary by contribution assumption: employee only about $421,347 at 4% or $280,898 at 6%; with 50% employer match about $280,898 at 4% or $187,265 at 6%; with 100% employer match about $210,674 at 4% or $140,449 at 6%.
200919$1,393,851$75,357$8,373iApproximate average salary by contribution assumption: employee only about $209,325 at 4% or $139,550 at 6%; with 50% employer match about $139,550 at 4% or $93,033 at 6%; with 100% employer match about $104,663 at 4% or $69,775 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-9$1,393,851$75,357$8,373iApproximate average salary by contribution assumption: employee only about $209,325 at 4% or $139,550 at 6%; with 50% employer match about $139,550 at 4% or $93,033 at 6%; with 100% employer match about $104,663 at 4% or $69,775 at 6%.
2008110$1,467,031$143,156$14,316iApproximate average salary by contribution assumption: employee only about $357,890 at 4% or $238,593 at 6%; with 50% employer match about $238,593 at 4% or $159,062 at 6%; with 100% employer match about $178,945 at 4% or $119,297 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-10$1,467,031$143,156$14,316iApproximate average salary by contribution assumption: employee only about $357,890 at 4% or $238,593 at 6%; with 50% employer match about $238,593 at 4% or $159,062 at 6%; with 100% employer match about $178,945 at 4% or $119,297 at 6%.
200718$2,242,863$155,523$19,440iApproximate average salary by contribution assumption: employee only about $486,009 at 4% or $324,006 at 6%; with 50% employer match about $324,006 at 4% or $216,004 at 6%; with 100% employer match about $243,005 at 4% or $162,003 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-8$2,242,863$155,523$19,440iApproximate average salary by contribution assumption: employee only about $486,009 at 4% or $324,006 at 6%; with 50% employer match about $324,006 at 4% or $216,004 at 6%; with 100% employer match about $243,005 at 4% or $162,003 at 6%.
200616$1,794,739$146,027$24,338iApproximate average salary by contribution assumption: employee only about $608,446 at 4% or $405,631 at 6%; with 50% employer match about $405,631 at 4% or $270,420 at 6%; with 100% employer match about $304,223 at 4% or $202,815 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-6$1,794,739$146,027$24,338iApproximate average salary by contribution assumption: employee only about $608,446 at 4% or $405,631 at 6%; with 50% employer match about $405,631 at 4% or $270,420 at 6%; with 100% employer match about $304,223 at 4% or $202,815 at 6%.
200518$1,357,390$132,876$16,610iApproximate average salary by contribution assumption: employee only about $415,238 at 4% or $276,825 at 6%; with 50% employer match about $276,825 at 4% or $184,550 at 6%; with 100% employer match about $207,619 at 4% or $138,413 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-8$1,357,390$132,876$16,610iApproximate average salary by contribution assumption: employee only about $415,238 at 4% or $276,825 at 6%; with 50% employer match about $276,825 at 4% or $184,550 at 6%; with 100% employer match about $207,619 at 4% or $138,413 at 6%.
200417$1,061,066$122,179$17,454iApproximate average salary by contribution assumption: employee only about $436,354 at 4% or $290,902 at 6%; with 50% employer match about $290,902 at 4% or $193,935 at 6%; with 100% employer match about $218,177 at 4% or $145,451 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-7$1,061,066$122,179$17,454iApproximate average salary by contribution assumption: employee only about $436,354 at 4% or $290,902 at 6%; with 50% employer match about $290,902 at 4% or $193,935 at 6%; with 100% employer match about $218,177 at 4% or $145,451 at 6%.
200316$798,524$114,226$19,038iApproximate average salary by contribution assumption: employee only about $475,942 at 4% or $317,294 at 6%; with 50% employer match about $317,294 at 4% or $211,530 at 6%; with 100% employer match about $237,971 at 4% or $158,647 at 6%.
Morris & Berger 401(K) Profit Sharing Plan-6$798,524$114,226$19,038iApproximate average salary by contribution assumption: employee only about $475,942 at 4% or $317,294 at 6%; with 50% employer match about $317,294 at 4% or $211,530 at 6%; with 100% employer match about $237,971 at 4% or $158,647 at 6%.
200216$0$0-
Morris & Berger 401(K) Profit Sharing Plan-6---
200115$0$0-
Morris & Berger 401(K) Profit Sharing Plan-5---