Civic Intelligence

Morris National Inc.

Plan context: Morris & Affiliates 401K Plan

EIN 98-0020050 • Azusa, CA • 26 filings • 4 plans

760 Mckeever AvenueAzusa, CA 91702-2349
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$4,227,187

2024 Contributions

$99,024

Historical Graphs

Total Assets Over Time

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

$4,227,187$2,113,594$0199920132024YearValue
$4,227,187Latest year 2024

Participants Over Time

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

90450199920122024YearValue
35Latest 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
2024135$4,227,187$99,024$2,829iApproximate average salary by contribution assumption: employee only about $70,731 at 4% or $47,154 at 6%; with 50% employer match about $47,154 at 4% or $31,436 at 6%; with 100% employer match about $35,366 at 4% or $23,577 at 6%.
Morris & Affiliates 401K Plan-35$4,227,187$99,024$2,829iApproximate average salary by contribution assumption: employee only about $70,731 at 4% or $47,154 at 6%; with 50% employer match about $47,154 at 4% or $31,436 at 6%; with 100% employer match about $35,366 at 4% or $23,577 at 6%.
2023135$3,840,802$95,281$2,722iApproximate average salary by contribution assumption: employee only about $68,058 at 4% or $45,372 at 6%; with 50% employer match about $45,372 at 4% or $30,248 at 6%; with 100% employer match about $34,029 at 4% or $22,686 at 6%.
Morris & Affiliates 401K Plan-35$3,840,802$95,281$2,722iApproximate average salary by contribution assumption: employee only about $68,058 at 4% or $45,372 at 6%; with 50% employer match about $45,372 at 4% or $30,248 at 6%; with 100% employer match about $34,029 at 4% or $22,686 at 6%.
2022136$3,501,113$82,074$2,280iApproximate average salary by contribution assumption: employee only about $56,996 at 4% or $37,997 at 6%; with 50% employer match about $37,997 at 4% or $25,331 at 6%; with 100% employer match about $28,498 at 4% or $18,999 at 6%.
Morris & Affiliates 401K Plan-36$3,501,113$82,074$2,280iApproximate average salary by contribution assumption: employee only about $56,996 at 4% or $37,997 at 6%; with 50% employer match about $37,997 at 4% or $25,331 at 6%; with 100% employer match about $28,498 at 4% or $18,999 at 6%.
2021139$3,838,755$82,594$2,118iApproximate average salary by contribution assumption: employee only about $52,945 at 4% or $35,297 at 6%; with 50% employer match about $35,297 at 4% or $23,531 at 6%; with 100% employer match about $26,472 at 4% or $17,648 at 6%.
Morris & Affiliates 401K Plan-39$3,838,755$82,594$2,118iApproximate average salary by contribution assumption: employee only about $52,945 at 4% or $35,297 at 6%; with 50% employer match about $35,297 at 4% or $23,531 at 6%; with 100% employer match about $26,472 at 4% or $17,648 at 6%.
2020143$3,612,762$77,215$1,796iApproximate average salary by contribution assumption: employee only about $44,892 at 4% or $29,928 at 6%; with 50% employer match about $29,928 at 4% or $19,952 at 6%; with 100% employer match about $22,446 at 4% or $14,964 at 6%.
Morris & Affiliates 401K Plan-43$3,612,762$77,215$1,796iApproximate average salary by contribution assumption: employee only about $44,892 at 4% or $29,928 at 6%; with 50% employer match about $29,928 at 4% or $19,952 at 6%; with 100% employer match about $22,446 at 4% or $14,964 at 6%.
2019142$3,238,850$82,839$1,972iApproximate average salary by contribution assumption: employee only about $49,309 at 4% or $32,873 at 6%; with 50% employer match about $32,873 at 4% or $21,915 at 6%; with 100% employer match about $24,654 at 4% or $16,436 at 6%.
Morris & Affiliates 401K Plan-42$3,238,850$82,839$1,972iApproximate average salary by contribution assumption: employee only about $49,309 at 4% or $32,873 at 6%; with 50% employer match about $32,873 at 4% or $21,915 at 6%; with 100% employer match about $24,654 at 4% or $16,436 at 6%.
2018147$3,746,317$120,645$2,567iApproximate average salary by contribution assumption: employee only about $64,173 at 4% or $42,782 at 6%; with 50% employer match about $42,782 at 4% or $28,521 at 6%; with 100% employer match about $32,086 at 4% or $21,391 at 6%.
Morris & Affiliates 401K Plan-47$3,746,317$120,645$2,567iApproximate average salary by contribution assumption: employee only about $64,173 at 4% or $42,782 at 6%; with 50% employer match about $42,782 at 4% or $28,521 at 6%; with 100% employer match about $32,086 at 4% or $21,391 at 6%.
2017149$3,716,291$129,187$2,636iApproximate average salary by contribution assumption: employee only about $65,912 at 4% or $43,941 at 6%; with 50% employer match about $43,941 at 4% or $29,294 at 6%; with 100% employer match about $32,956 at 4% or $21,971 at 6%.
Morris & Affiliates 401K Plan-49$3,716,291$129,187$2,636iApproximate average salary by contribution assumption: employee only about $65,912 at 4% or $43,941 at 6%; with 50% employer match about $43,941 at 4% or $29,294 at 6%; with 100% employer match about $32,956 at 4% or $21,971 at 6%.
2016150$3,201,946$128,133$2,563iApproximate average salary by contribution assumption: employee only about $64,066 at 4% or $42,711 at 6%; with 50% employer match about $42,711 at 4% or $28,474 at 6%; with 100% employer match about $32,033 at 4% or $21,356 at 6%.
Morris & Affiliates 401K Plan-50$3,201,946$128,133$2,563iApproximate average salary by contribution assumption: employee only about $64,066 at 4% or $42,711 at 6%; with 50% employer match about $42,711 at 4% or $28,474 at 6%; with 100% employer match about $32,033 at 4% or $21,356 at 6%.
2015150$3,099,311$136,110$2,722iApproximate average salary by contribution assumption: employee only about $68,055 at 4% or $45,370 at 6%; with 50% employer match about $45,370 at 4% or $30,247 at 6%; with 100% employer match about $34,028 at 4% or $22,685 at 6%.
Morris & Affiliates 401K Plan-50$3,099,311$136,110$2,722iApproximate average salary by contribution assumption: employee only about $68,055 at 4% or $45,370 at 6%; with 50% employer match about $45,370 at 4% or $30,247 at 6%; with 100% employer match about $34,028 at 4% or $22,685 at 6%.
2014148$3,210,507$133,296$2,777iApproximate average salary by contribution assumption: employee only about $69,425 at 4% or $46,283 at 6%; with 50% employer match about $46,283 at 4% or $30,856 at 6%; with 100% employer match about $34,713 at 4% or $23,142 at 6%.
Morris & Affiliates 401K Plan-48$3,210,507$133,296$2,777iApproximate average salary by contribution assumption: employee only about $69,425 at 4% or $46,283 at 6%; with 50% employer match about $46,283 at 4% or $30,856 at 6%; with 100% employer match about $34,713 at 4% or $23,142 at 6%.
2013150$3,086,953$160,198$3,204iApproximate average salary by contribution assumption: employee only about $80,099 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,600 at 6%; with 100% employer match about $40,050 at 4% or $26,700 at 6%.
Morris & Affiliates 401K Plan-50$3,086,953$160,198$3,204iApproximate average salary by contribution assumption: employee only about $80,099 at 4% or $53,399 at 6%; with 50% employer match about $53,399 at 4% or $35,600 at 6%; with 100% employer match about $40,050 at 4% or $26,700 at 6%.
2012152$2,623,097$143,019$2,750iApproximate average salary by contribution assumption: employee only about $68,759 at 4% or $45,839 at 6%; with 50% employer match about $45,839 at 4% or $30,560 at 6%; with 100% employer match about $34,380 at 4% or $22,920 at 6%.
Morris & Affiliates 401K Plan-52$2,623,097$143,019$2,750iApproximate average salary by contribution assumption: employee only about $68,759 at 4% or $45,839 at 6%; with 50% employer match about $45,839 at 4% or $30,560 at 6%; with 100% employer match about $34,380 at 4% or $22,920 at 6%.
2011151$2,334,884$140,934$2,763iApproximate average salary by contribution assumption: employee only about $69,085 at 4% or $46,057 at 6%; with 50% employer match about $46,057 at 4% or $30,705 at 6%; with 100% employer match about $34,543 at 4% or $23,028 at 6%.
Morris & Affiliates 401K Plan-51$2,334,884$140,934$2,763iApproximate average salary by contribution assumption: employee only about $69,085 at 4% or $46,057 at 6%; with 50% employer match about $46,057 at 4% or $30,705 at 6%; with 100% employer match about $34,543 at 4% or $23,028 at 6%.
2010154$2,392,813$215,869$3,998iApproximate average salary by contribution assumption: employee only about $99,939 at 4% or $66,626 at 6%; with 50% employer match about $66,626 at 4% or $44,417 at 6%; with 100% employer match about $49,970 at 4% or $33,313 at 6%.
Morris & Affiliates 401K Plan-54$2,392,813$215,869$3,998iApproximate average salary by contribution assumption: employee only about $99,939 at 4% or $66,626 at 6%; with 50% employer match about $66,626 at 4% or $44,417 at 6%; with 100% employer match about $49,970 at 4% or $33,313 at 6%.
2009161$2,128,706$162,644$2,666iApproximate average salary by contribution assumption: employee only about $66,657 at 4% or $44,438 at 6%; with 50% employer match about $44,438 at 4% or $29,626 at 6%; with 100% employer match about $33,329 at 4% or $22,219 at 6%.
Morris & Affiliates 401K Plan-61$2,128,706$162,644$2,666iApproximate average salary by contribution assumption: employee only about $66,657 at 4% or $44,438 at 6%; with 50% employer match about $44,438 at 4% or $29,626 at 6%; with 100% employer match about $33,329 at 4% or $22,219 at 6%.
2008190$1,880,767$242,016$2,689iApproximate average salary by contribution assumption: employee only about $67,227 at 4% or $44,818 at 6%; with 50% employer match about $44,818 at 4% or $29,879 at 6%; with 100% employer match about $33,613 at 4% or $22,409 at 6%.
Morris & Affiliates 401K Plan-90$1,880,767$242,016$2,689iApproximate average salary by contribution assumption: employee only about $67,227 at 4% or $44,818 at 6%; with 50% employer match about $44,818 at 4% or $29,879 at 6%; with 100% employer match about $33,613 at 4% or $22,409 at 6%.
2007164$0$0-
Morris & Affiliates 401K Plan-64---
2006161$2,238,197$248,059$4,067iApproximate average salary by contribution assumption: employee only about $101,664 at 4% or $67,776 at 6%; with 50% employer match about $67,776 at 4% or $45,184 at 6%; with 100% employer match about $50,832 at 4% or $33,888 at 6%.
Morris & Affiliates 401K Plan-61$2,238,197$248,059$4,067iApproximate average salary by contribution assumption: employee only about $101,664 at 4% or $67,776 at 6%; with 50% employer match about $67,776 at 4% or $45,184 at 6%; with 100% employer match about $50,832 at 4% or $33,888 at 6%.
2005161$2,087,209$286,660$4,699iApproximate average salary by contribution assumption: employee only about $117,484 at 4% or $78,322 at 6%; with 50% employer match about $78,322 at 4% or $52,215 at 6%; with 100% employer match about $58,742 at 4% or $39,161 at 6%.
Morris & Affiliates 401K Plan-61$2,087,209$286,660$4,699iApproximate average salary by contribution assumption: employee only about $117,484 at 4% or $78,322 at 6%; with 50% employer match about $78,322 at 4% or $52,215 at 6%; with 100% employer match about $58,742 at 4% or $39,161 at 6%.
2004172$1,768,765$282,660$3,926iApproximate average salary by contribution assumption: employee only about $98,146 at 4% or $65,431 at 6%; with 50% employer match about $65,431 at 4% or $43,620 at 6%; with 100% employer match about $49,073 at 4% or $32,715 at 6%.
Morris & Affiliates 401K Plan-72$1,768,765$282,660$3,926iApproximate average salary by contribution assumption: employee only about $98,146 at 4% or $65,431 at 6%; with 50% employer match about $65,431 at 4% or $43,620 at 6%; with 100% employer match about $49,073 at 4% or $32,715 at 6%.
200310$0$273,383-
Morris & Affiliates 401K Plan-0-$273,383-
2002171$1,216,405$377,643$5,319iApproximate average salary by contribution assumption: employee only about $132,973 at 4% or $88,649 at 6%; with 50% employer match about $88,649 at 4% or $59,099 at 6%; with 100% employer match about $66,486 at 4% or $44,324 at 6%.
Morris & Affiliates 401K Plan-71$1,216,405$377,643$5,319iApproximate average salary by contribution assumption: employee only about $132,973 at 4% or $88,649 at 6%; with 50% employer match about $88,649 at 4% or $59,099 at 6%; with 100% employer match about $66,486 at 4% or $44,324 at 6%.
2001164$0$0-
Morris & Affiliates 401K Plan-64---
2000164$944,889$190,692$2,980iApproximate average salary by contribution assumption: employee only about $74,489 at 4% or $49,659 at 6%; with 50% employer match about $49,659 at 4% or $33,106 at 6%; with 100% employer match about $37,245 at 4% or $24,830 at 6%.
Morris & Affiliates 401K Plan-64$944,889$190,692$2,980iApproximate average salary by contribution assumption: employee only about $74,489 at 4% or $49,659 at 6%; with 50% employer match about $49,659 at 4% or $33,106 at 6%; with 100% employer match about $37,245 at 4% or $24,830 at 6%.
1999162$953,380$222,919$3,595iApproximate average salary by contribution assumption: employee only about $89,887 at 4% or $59,924 at 6%; with 50% employer match about $59,924 at 4% or $39,950 at 6%; with 100% employer match about $44,943 at 4% or $29,962 at 6%.
Morris & Affiliates 401K Plan-62$953,380$222,919$3,595iApproximate average salary by contribution assumption: employee only about $89,887 at 4% or $59,924 at 6%; with 50% employer match about $59,924 at 4% or $39,950 at 6%; with 100% employer match about $44,943 at 4% or $29,962 at 6%.