Civic Intelligence

Morgan Samuels Company

Plan context: Morgan Samuels Company 401(K) Profit Sharing Plan

EIN 95-4648425 • Nashville, TN • 24 filings • 4 plans

3102 West End Ave, Suite 400Nashville, TN 37203
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$4,796,679

2024 Contributions

$316,160

Historical Graphs

Total Assets Over Time

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

$4,796,679$2,398,340$0200120132024YearValue
$4,796,679Latest year 2024

Participants Over Time

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

59300200120132024YearValue
48Latest 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
2024148$4,796,679$316,160$6,587iApproximate average salary by contribution assumption: employee only about $164,667 at 4% or $109,778 at 6%; with 50% employer match about $109,778 at 4% or $73,185 at 6%; with 100% employer match about $82,333 at 4% or $54,889 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-48$4,796,679$316,160$6,587iApproximate average salary by contribution assumption: employee only about $164,667 at 4% or $109,778 at 6%; with 50% employer match about $109,778 at 4% or $73,185 at 6%; with 100% employer match about $82,333 at 4% or $54,889 at 6%.
2023150$4,085,277$369,002$7,380iApproximate average salary by contribution assumption: employee only about $184,501 at 4% or $123,001 at 6%; with 50% employer match about $123,001 at 4% or $82,000 at 6%; with 100% employer match about $92,251 at 4% or $61,500 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-50$4,085,277$369,002$7,380iApproximate average salary by contribution assumption: employee only about $184,501 at 4% or $123,001 at 6%; with 50% employer match about $123,001 at 4% or $82,000 at 6%; with 100% employer match about $92,251 at 4% or $61,500 at 6%.
2022159$3,438,719$281,677$4,774iApproximate average salary by contribution assumption: employee only about $119,355 at 4% or $79,570 at 6%; with 50% employer match about $79,570 at 4% or $53,047 at 6%; with 100% employer match about $59,677 at 4% or $39,785 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-59$3,438,719$281,677$4,774iApproximate average salary by contribution assumption: employee only about $119,355 at 4% or $79,570 at 6%; with 50% employer match about $79,570 at 4% or $53,047 at 6%; with 100% employer match about $59,677 at 4% or $39,785 at 6%.
2021157$4,029,955$602,626$10,572iApproximate average salary by contribution assumption: employee only about $264,310 at 4% or $176,206 at 6%; with 50% employer match about $176,206 at 4% or $117,471 at 6%; with 100% employer match about $132,155 at 4% or $88,103 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-57$4,029,955$602,626$10,572iApproximate average salary by contribution assumption: employee only about $264,310 at 4% or $176,206 at 6%; with 50% employer match about $176,206 at 4% or $117,471 at 6%; with 100% employer match about $132,155 at 4% or $88,103 at 6%.
2020154$3,548,802$296,941$5,499iApproximate average salary by contribution assumption: employee only about $137,473 at 4% or $91,648 at 6%; with 50% employer match about $91,648 at 4% or $61,099 at 6%; with 100% employer match about $68,736 at 4% or $45,824 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-54$3,548,802$296,941$5,499iApproximate average salary by contribution assumption: employee only about $137,473 at 4% or $91,648 at 6%; with 50% employer match about $91,648 at 4% or $61,099 at 6%; with 100% employer match about $68,736 at 4% or $45,824 at 6%.
2019147$3,327,905$211,762$4,506iApproximate average salary by contribution assumption: employee only about $112,639 at 4% or $75,093 at 6%; with 50% employer match about $75,093 at 4% or $50,062 at 6%; with 100% employer match about $56,320 at 4% or $37,546 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-47$3,327,905$211,762$4,506iApproximate average salary by contribution assumption: employee only about $112,639 at 4% or $75,093 at 6%; with 50% employer match about $75,093 at 4% or $50,062 at 6%; with 100% employer match about $56,320 at 4% or $37,546 at 6%.
2018143$2,752,036$236,660$5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,729 at 6%; with 50% employer match about $91,729 at 4% or $61,152 at 6%; with 100% employer match about $68,797 at 4% or $45,864 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-43$2,752,036$236,660$5,504iApproximate average salary by contribution assumption: employee only about $137,593 at 4% or $91,729 at 6%; with 50% employer match about $91,729 at 4% or $61,152 at 6%; with 100% employer match about $68,797 at 4% or $45,864 at 6%.
2017140$2,753,982$355,262$8,882iApproximate average salary by contribution assumption: employee only about $222,039 at 4% or $148,026 at 6%; with 50% employer match about $148,026 at 4% or $98,684 at 6%; with 100% employer match about $111,019 at 4% or $74,013 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-40$2,753,982$355,262$8,882iApproximate average salary by contribution assumption: employee only about $222,039 at 4% or $148,026 at 6%; with 50% employer match about $148,026 at 4% or $98,684 at 6%; with 100% employer match about $111,019 at 4% or $74,013 at 6%.
2016150$2,421,457$213,298$4,266iApproximate average salary by contribution assumption: employee only about $106,649 at 4% or $71,099 at 6%; with 50% employer match about $71,099 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-50$2,421,457$213,298$4,266iApproximate average salary by contribution assumption: employee only about $106,649 at 4% or $71,099 at 6%; with 50% employer match about $71,099 at 4% or $47,400 at 6%; with 100% employer match about $53,325 at 4% or $35,550 at 6%.
2015152$2,479,758$203,791$3,919iApproximate average salary by contribution assumption: employee only about $97,976 at 4% or $65,318 at 6%; with 50% employer match about $65,318 at 4% or $43,545 at 6%; with 100% employer match about $48,988 at 4% or $32,659 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-52$2,479,758$203,791$3,919iApproximate average salary by contribution assumption: employee only about $97,976 at 4% or $65,318 at 6%; with 50% employer match about $65,318 at 4% or $43,545 at 6%; with 100% employer match about $48,988 at 4% or $32,659 at 6%.
2014159$2,643,538$429,099$7,273iApproximate average salary by contribution assumption: employee only about $181,822 at 4% or $121,214 at 6%; with 50% employer match about $121,214 at 4% or $80,810 at 6%; with 100% employer match about $90,911 at 4% or $60,607 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-59$2,643,538$429,099$7,273iApproximate average salary by contribution assumption: employee only about $181,822 at 4% or $121,214 at 6%; with 50% employer match about $121,214 at 4% or $80,810 at 6%; with 100% employer match about $90,911 at 4% or $60,607 at 6%.
2013155$2,182,932$328,365$5,970iApproximate average salary by contribution assumption: employee only about $149,257 at 4% or $99,505 at 6%; with 50% employer match about $99,505 at 4% or $66,336 at 6%; with 100% employer match about $74,628 at 4% or $49,752 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-55$2,182,932$328,365$5,970iApproximate average salary by contribution assumption: employee only about $149,257 at 4% or $99,505 at 6%; with 50% employer match about $99,505 at 4% or $66,336 at 6%; with 100% employer match about $74,628 at 4% or $49,752 at 6%.
2012146$2,227,428$276,558$6,012iApproximate average salary by contribution assumption: employee only about $150,303 at 4% or $100,202 at 6%; with 50% employer match about $100,202 at 4% or $66,801 at 6%; with 100% employer match about $75,152 at 4% or $50,101 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-46$2,227,428$276,558$6,012iApproximate average salary by contribution assumption: employee only about $150,303 at 4% or $100,202 at 6%; with 50% employer match about $100,202 at 4% or $66,801 at 6%; with 100% employer match about $75,152 at 4% or $50,101 at 6%.
2011144$1,828,989$322,161$7,322iApproximate average salary by contribution assumption: employee only about $183,046 at 4% or $122,031 at 6%; with 50% employer match about $122,031 at 4% or $81,354 at 6%; with 100% employer match about $91,523 at 4% or $61,015 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-44$1,828,989$322,161$7,322iApproximate average salary by contribution assumption: employee only about $183,046 at 4% or $122,031 at 6%; with 50% employer match about $122,031 at 4% or $81,354 at 6%; with 100% employer match about $91,523 at 4% or $61,015 at 6%.
2010138$1,769,938$248,247$6,533iApproximate average salary by contribution assumption: employee only about $163,320 at 4% or $108,880 at 6%; with 50% employer match about $108,880 at 4% or $72,587 at 6%; with 100% employer match about $81,660 at 4% or $54,440 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-38$1,769,938$248,247$6,533iApproximate average salary by contribution assumption: employee only about $163,320 at 4% or $108,880 at 6%; with 50% employer match about $108,880 at 4% or $72,587 at 6%; with 100% employer match about $81,660 at 4% or $54,440 at 6%.
2009136$1,427,963$175,973$4,888iApproximate average salary by contribution assumption: employee only about $122,203 at 4% or $81,469 at 6%; with 50% employer match about $81,469 at 4% or $54,313 at 6%; with 100% employer match about $61,102 at 4% or $40,734 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-36$1,427,963$175,973$4,888iApproximate average salary by contribution assumption: employee only about $122,203 at 4% or $81,469 at 6%; with 50% employer match about $81,469 at 4% or $54,313 at 6%; with 100% employer match about $61,102 at 4% or $40,734 at 6%.
2008130$1,312,415$308,773$10,292iApproximate average salary by contribution assumption: employee only about $257,311 at 4% or $171,541 at 6%; with 50% employer match about $171,541 at 4% or $114,360 at 6%; with 100% employer match about $128,655 at 4% or $85,770 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-30$1,312,415$308,773$10,292iApproximate average salary by contribution assumption: employee only about $257,311 at 4% or $171,541 at 6%; with 50% employer match about $171,541 at 4% or $114,360 at 6%; with 100% employer match about $128,655 at 4% or $85,770 at 6%.
2007143$0$0-
Morgan Samuels Company 401(K) Profit Sharing Plan-43---
2006144$1,124,967$319,240$7,255iApproximate average salary by contribution assumption: employee only about $181,386 at 4% or $120,924 at 6%; with 50% employer match about $120,924 at 4% or $80,616 at 6%; with 100% employer match about $90,693 at 4% or $60,462 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-44$1,124,967$319,240$7,255iApproximate average salary by contribution assumption: employee only about $181,386 at 4% or $120,924 at 6%; with 50% employer match about $120,924 at 4% or $80,616 at 6%; with 100% employer match about $90,693 at 4% or $60,462 at 6%.
2005128$798,598$173,914$6,211iApproximate average salary by contribution assumption: employee only about $155,280 at 4% or $103,520 at 6%; with 50% employer match about $103,520 at 4% or $69,013 at 6%; with 100% employer match about $77,640 at 4% or $51,760 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-28$798,598$173,914$6,211iApproximate average salary by contribution assumption: employee only about $155,280 at 4% or $103,520 at 6%; with 50% employer match about $103,520 at 4% or $69,013 at 6%; with 100% employer match about $77,640 at 4% or $51,760 at 6%.
2004126$676,587$272,656$10,487iApproximate average salary by contribution assumption: employee only about $262,169 at 4% or $174,779 at 6%; with 50% employer match about $174,779 at 4% or $116,520 at 6%; with 100% employer match about $131,085 at 4% or $87,390 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-26$676,587$272,656$10,487iApproximate average salary by contribution assumption: employee only about $262,169 at 4% or $174,779 at 6%; with 50% employer match about $174,779 at 4% or $116,520 at 6%; with 100% employer match about $131,085 at 4% or $87,390 at 6%.
2003122$461,452$123,350$5,607iApproximate average salary by contribution assumption: employee only about $140,170 at 4% or $93,447 at 6%; with 50% employer match about $93,447 at 4% or $62,298 at 6%; with 100% employer match about $70,085 at 4% or $46,723 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-22$461,452$123,350$5,607iApproximate average salary by contribution assumption: employee only about $140,170 at 4% or $93,447 at 6%; with 50% employer match about $93,447 at 4% or $62,298 at 6%; with 100% employer match about $70,085 at 4% or $46,723 at 6%.
2002120$281,768$112,156$5,608iApproximate average salary by contribution assumption: employee only about $140,195 at 4% or $93,463 at 6%; with 50% employer match about $93,463 at 4% or $62,309 at 6%; with 100% employer match about $70,098 at 4% or $46,732 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-20$281,768$112,156$5,608iApproximate average salary by contribution assumption: employee only about $140,195 at 4% or $93,463 at 6%; with 50% employer match about $93,463 at 4% or $62,309 at 6%; with 100% employer match about $70,098 at 4% or $46,732 at 6%.
2001114$317,955$157,878$11,277iApproximate average salary by contribution assumption: employee only about $281,925 at 4% or $187,950 at 6%; with 50% employer match about $187,950 at 4% or $125,300 at 6%; with 100% employer match about $140,963 at 4% or $93,975 at 6%.
Morgan Samuels Company 401(K) Profit Sharing Plan-14$317,955$157,878$11,277iApproximate average salary by contribution assumption: employee only about $281,925 at 4% or $187,950 at 6%; with 50% employer match about $187,950 at 4% or $125,300 at 6%; with 100% employer match about $140,963 at 4% or $93,975 at 6%.