Civic Intelligence

Morningstar Insurance Brokers

Plan context: Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust

EIN 95-4634066 • Arcadia, CA • 22 filings • 4 plans

138 E Huntington DrArcadia, CA 91006-3211
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$310,470

2024 Contributions

$25,398

Historical Graphs

Total Assets Over Time

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

$310,470$155,235$0200320142024YearValue
$310,470Latest year 2024

Participants Over Time

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

530200320142024YearValue
5Latest 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
202415$310,470$25,398$5,080iApproximate average salary by contribution assumption: employee only about $126,990 at 4% or $84,660 at 6%; with 50% employer match about $84,660 at 4% or $56,440 at 6%; with 100% employer match about $63,495 at 4% or $42,330 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-5$310,470$25,398$5,080iApproximate average salary by contribution assumption: employee only about $126,990 at 4% or $84,660 at 6%; with 50% employer match about $84,660 at 4% or $56,440 at 6%; with 100% employer match about $63,495 at 4% or $42,330 at 6%.
202314$244,040$34,036$8,509iApproximate average salary by contribution assumption: employee only about $212,725 at 4% or $141,817 at 6%; with 50% employer match about $141,817 at 4% or $94,544 at 6%; with 100% employer match about $106,363 at 4% or $70,908 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-4$244,040$34,036$8,509iApproximate average salary by contribution assumption: employee only about $212,725 at 4% or $141,817 at 6%; with 50% employer match about $141,817 at 4% or $94,544 at 6%; with 100% employer match about $106,363 at 4% or $70,908 at 6%.
202214$167,809$31,761$7,940iApproximate average salary by contribution assumption: employee only about $198,506 at 4% or $132,338 at 6%; with 50% employer match about $132,338 at 4% or $88,225 at 6%; with 100% employer match about $99,253 at 4% or $66,169 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-4$167,809$31,761$7,940iApproximate average salary by contribution assumption: employee only about $198,506 at 4% or $132,338 at 6%; with 50% employer match about $132,338 at 4% or $88,225 at 6%; with 100% employer match about $99,253 at 4% or $66,169 at 6%.
202114$185,228$34,570$8,643iApproximate average salary by contribution assumption: employee only about $216,063 at 4% or $144,042 at 6%; with 50% employer match about $144,042 at 4% or $96,028 at 6%; with 100% employer match about $108,031 at 4% or $72,021 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-4$185,228$34,570$8,643iApproximate average salary by contribution assumption: employee only about $216,063 at 4% or $144,042 at 6%; with 50% employer match about $144,042 at 4% or $96,028 at 6%; with 100% employer match about $108,031 at 4% or $72,021 at 6%.
202013$130,882$26,575$8,858iApproximate average salary by contribution assumption: employee only about $221,458 at 4% or $147,639 at 6%; with 50% employer match about $147,639 at 4% or $98,426 at 6%; with 100% employer match about $110,729 at 4% or $73,819 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$130,882$26,575$8,858iApproximate average salary by contribution assumption: employee only about $221,458 at 4% or $147,639 at 6%; with 50% employer match about $147,639 at 4% or $98,426 at 6%; with 100% employer match about $110,729 at 4% or $73,819 at 6%.
201913$79,532$5,250$1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$79,532$5,250$1,750iApproximate average salary by contribution assumption: employee only about $43,750 at 4% or $29,167 at 6%; with 50% employer match about $29,167 at 4% or $19,444 at 6%; with 100% employer match about $21,875 at 4% or $14,583 at 6%.
201813$58,955$4,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$58,955$4,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
201713$62,274$10,950$3,650iApproximate average salary by contribution assumption: employee only about $91,250 at 4% or $60,833 at 6%; with 50% employer match about $60,833 at 4% or $40,556 at 6%; with 100% employer match about $45,625 at 4% or $30,417 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$62,274$10,950$3,650iApproximate average salary by contribution assumption: employee only about $91,250 at 4% or $60,833 at 6%; with 50% employer match about $60,833 at 4% or $40,556 at 6%; with 100% employer match about $45,625 at 4% or $30,417 at 6%.
201613$54,680$19,600$6,533iApproximate average salary by contribution assumption: employee only about $163,333 at 4% or $108,889 at 6%; with 50% employer match about $108,889 at 4% or $72,593 at 6%; with 100% employer match about $81,667 at 4% or $54,444 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$54,680$19,600$6,533iApproximate average salary by contribution assumption: employee only about $163,333 at 4% or $108,889 at 6%; with 50% employer match about $108,889 at 4% or $72,593 at 6%; with 100% employer match about $81,667 at 4% or $54,444 at 6%.
201513$31,602$600$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$31,602$600$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
201413$30,498$600$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$30,498$600$200iApproximate average salary by contribution assumption: employee only about $5,000 at 4% or $3,333 at 6%; with 50% employer match about $3,333 at 4% or $2,222 at 6%; with 100% employer match about $2,500 at 4% or $1,667 at 6%.
201314$28,442$2,135$534iApproximate average salary by contribution assumption: employee only about $13,344 at 4% or $8,896 at 6%; with 50% employer match about $8,896 at 4% or $5,931 at 6%; with 100% employer match about $6,672 at 4% or $4,448 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-4$28,442$2,135$534iApproximate average salary by contribution assumption: employee only about $13,344 at 4% or $8,896 at 6%; with 50% employer match about $8,896 at 4% or $5,931 at 6%; with 100% employer match about $6,672 at 4% or $4,448 at 6%.
201213$22,865$1,155$385iApproximate average salary by contribution assumption: employee only about $9,625 at 4% or $6,417 at 6%; with 50% employer match about $6,417 at 4% or $4,278 at 6%; with 100% employer match about $4,813 at 4% or $3,208 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$22,865$1,155$385iApproximate average salary by contribution assumption: employee only about $9,625 at 4% or $6,417 at 6%; with 50% employer match about $6,417 at 4% or $4,278 at 6%; with 100% employer match about $4,813 at 4% or $3,208 at 6%.
201113$19,288$2,320$773iApproximate average salary by contribution assumption: employee only about $19,333 at 4% or $12,889 at 6%; with 50% employer match about $12,889 at 4% or $8,593 at 6%; with 100% employer match about $9,667 at 4% or $6,444 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$19,288$2,320$773iApproximate average salary by contribution assumption: employee only about $19,333 at 4% or $12,889 at 6%; with 50% employer match about $12,889 at 4% or $8,593 at 6%; with 100% employer match about $9,667 at 4% or $6,444 at 6%.
201013$16,874$922$307iApproximate average salary by contribution assumption: employee only about $7,683 at 4% or $5,122 at 6%; with 50% employer match about $5,122 at 4% or $3,415 at 6%; with 100% employer match about $3,842 at 4% or $2,561 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$16,874$922$307iApproximate average salary by contribution assumption: employee only about $7,683 at 4% or $5,122 at 6%; with 50% employer match about $5,122 at 4% or $3,415 at 6%; with 100% employer match about $3,842 at 4% or $2,561 at 6%.
200915$15,570$1,220$244iApproximate average salary by contribution assumption: employee only about $6,100 at 4% or $4,067 at 6%; with 50% employer match about $4,067 at 4% or $2,711 at 6%; with 100% employer match about $3,050 at 4% or $2,033 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-5$15,570$1,220$244iApproximate average salary by contribution assumption: employee only about $6,100 at 4% or $4,067 at 6%; with 50% employer match about $4,067 at 4% or $2,711 at 6%; with 100% employer match about $3,050 at 4% or $2,033 at 6%.
200813$11,496$1,675$558iApproximate average salary by contribution assumption: employee only about $13,958 at 4% or $9,306 at 6%; with 50% employer match about $9,306 at 4% or $6,204 at 6%; with 100% employer match about $6,979 at 4% or $4,653 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$11,496$1,675$558iApproximate average salary by contribution assumption: employee only about $13,958 at 4% or $9,306 at 6%; with 50% employer match about $9,306 at 4% or $6,204 at 6%; with 100% employer match about $6,979 at 4% or $4,653 at 6%.
200712$0$0-
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-2---
200613$9,906$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-3$9,906$2,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
200512$6,980$2,565$1,283iApproximate average salary by contribution assumption: employee only about $32,063 at 4% or $21,375 at 6%; with 50% employer match about $21,375 at 4% or $14,250 at 6%; with 100% employer match about $16,031 at 4% or $10,688 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-2$6,980$2,565$1,283iApproximate average salary by contribution assumption: employee only about $32,063 at 4% or $21,375 at 6%; with 50% employer match about $21,375 at 4% or $14,250 at 6%; with 100% employer match about $16,031 at 4% or $10,688 at 6%.
200415$6,965$3,555$711iApproximate average salary by contribution assumption: employee only about $17,775 at 4% or $11,850 at 6%; with 50% employer match about $11,850 at 4% or $7,900 at 6%; with 100% employer match about $8,888 at 4% or $5,925 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-5$6,965$3,555$711iApproximate average salary by contribution assumption: employee only about $17,775 at 4% or $11,850 at 6%; with 50% employer match about $11,850 at 4% or $7,900 at 6%; with 100% employer match about $8,888 at 4% or $5,925 at 6%.
200315$2,853$2,669$534iApproximate average salary by contribution assumption: employee only about $13,345 at 4% or $8,897 at 6%; with 50% employer match about $8,897 at 4% or $5,931 at 6%; with 100% employer match about $6,672 at 4% or $4,448 at 6%.
Morningstar Insurance Brokers 401 K Profit Sharing Plan Trust-5$2,853$2,669$534iApproximate average salary by contribution assumption: employee only about $13,345 at 4% or $8,897 at 6%; with 50% employer match about $8,897 at 4% or $5,931 at 6%; with 100% employer match about $6,672 at 4% or $4,448 at 6%.