Patricia H Morse
Plan context: Patricia H. Morse CPA Profit Sharing Plan
EIN 02-0423102 • Lebanon, NH • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$2,735,846
2024 Contributions
$197,534
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $2,735,846 | $197,534 | $24,692iApproximate average salary by contribution assumption: employee only about $617,294 at 4% or $411,529 at 6%; with 50% employer match about $411,529 at 4% or $274,353 at 6%; with 100% employer match about $308,647 at 4% or $205,765 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 8 | $2,735,846 | $197,534 | $24,692iApproximate average salary by contribution assumption: employee only about $617,294 at 4% or $411,529 at 6%; with 50% employer match about $411,529 at 4% or $274,353 at 6%; with 100% employer match about $308,647 at 4% or $205,765 at 6%. |
| 2023 | 1 | 8 | $2,296,728 | $125,763 | $15,720iApproximate average salary by contribution assumption: employee only about $393,009 at 4% or $262,006 at 6%; with 50% employer match about $262,006 at 4% or $174,671 at 6%; with 100% employer match about $196,505 at 4% or $131,003 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 8 | $2,296,728 | $125,763 | $15,720iApproximate average salary by contribution assumption: employee only about $393,009 at 4% or $262,006 at 6%; with 50% employer match about $262,006 at 4% or $174,671 at 6%; with 100% employer match about $196,505 at 4% or $131,003 at 6%. |
| 2022 | 1 | 8 | $1,929,088 | $229,097 | $28,637iApproximate average salary by contribution assumption: employee only about $715,928 at 4% or $477,285 at 6%; with 50% employer match about $477,285 at 4% or $318,190 at 6%; with 100% employer match about $357,964 at 4% or $238,643 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 8 | $1,929,088 | $229,097 | $28,637iApproximate average salary by contribution assumption: employee only about $715,928 at 4% or $477,285 at 6%; with 50% employer match about $477,285 at 4% or $318,190 at 6%; with 100% employer match about $357,964 at 4% or $238,643 at 6%. |
| 2021 | 1 | 4 | $1,940,832 | $98,629 | $24,657iApproximate average salary by contribution assumption: employee only about $616,431 at 4% or $410,954 at 6%; with 50% employer match about $410,954 at 4% or $273,969 at 6%; with 100% employer match about $308,216 at 4% or $205,477 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $1,940,832 | $98,629 | $24,657iApproximate average salary by contribution assumption: employee only about $616,431 at 4% or $410,954 at 6%; with 50% employer match about $410,954 at 4% or $273,969 at 6%; with 100% employer match about $308,216 at 4% or $205,477 at 6%. |
| 2020 | 1 | 4 | $1,620,647 | $94,172 | $23,543iApproximate average salary by contribution assumption: employee only about $588,575 at 4% or $392,383 at 6%; with 50% employer match about $392,383 at 4% or $261,589 at 6%; with 100% employer match about $294,288 at 4% or $196,192 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $1,620,647 | $94,172 | $23,543iApproximate average salary by contribution assumption: employee only about $588,575 at 4% or $392,383 at 6%; with 50% employer match about $392,383 at 4% or $261,589 at 6%; with 100% employer match about $294,288 at 4% or $196,192 at 6%. |
| 2019 | 1 | 4 | $1,369,286 | $99,082 | $24,771iApproximate average salary by contribution assumption: employee only about $619,263 at 4% or $412,842 at 6%; with 50% employer match about $412,842 at 4% or $275,228 at 6%; with 100% employer match about $309,631 at 4% or $206,421 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $1,369,286 | $99,082 | $24,771iApproximate average salary by contribution assumption: employee only about $619,263 at 4% or $412,842 at 6%; with 50% employer match about $412,842 at 4% or $275,228 at 6%; with 100% employer match about $309,631 at 4% or $206,421 at 6%. |
| 2018 | 1 | 4 | $1,060,299 | $94,366 | $23,592iApproximate average salary by contribution assumption: employee only about $589,788 at 4% or $393,192 at 6%; with 50% employer match about $393,192 at 4% or $262,128 at 6%; with 100% employer match about $294,894 at 4% or $196,596 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $1,060,299 | $94,366 | $23,592iApproximate average salary by contribution assumption: employee only about $589,788 at 4% or $393,192 at 6%; with 50% employer match about $393,192 at 4% or $262,128 at 6%; with 100% employer match about $294,894 at 4% or $196,596 at 6%. |
| 2017 | 1 | 4 | $1,038,488 | $71,304 | $17,826iApproximate average salary by contribution assumption: employee only about $445,650 at 4% or $297,100 at 6%; with 50% employer match about $297,100 at 4% or $198,067 at 6%; with 100% employer match about $222,825 at 4% or $148,550 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $1,038,488 | $71,304 | $17,826iApproximate average salary by contribution assumption: employee only about $445,650 at 4% or $297,100 at 6%; with 50% employer match about $297,100 at 4% or $198,067 at 6%; with 100% employer match about $222,825 at 4% or $148,550 at 6%. |
| 2016 | 1 | 4 | $857,036 | $87,231 | $21,808iApproximate average salary by contribution assumption: employee only about $545,194 at 4% or $363,463 at 6%; with 50% employer match about $363,463 at 4% or $242,308 at 6%; with 100% employer match about $272,597 at 4% or $181,731 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $857,036 | $87,231 | $21,808iApproximate average salary by contribution assumption: employee only about $545,194 at 4% or $363,463 at 6%; with 50% employer match about $363,463 at 4% or $242,308 at 6%; with 100% employer match about $272,597 at 4% or $181,731 at 6%. |
| 2015 | 1 | 4 | $711,008 | $81,687 | $20,422iApproximate average salary by contribution assumption: employee only about $510,544 at 4% or $340,363 at 6%; with 50% employer match about $340,363 at 4% or $226,908 at 6%; with 100% employer match about $255,272 at 4% or $170,181 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $711,008 | $81,687 | $20,422iApproximate average salary by contribution assumption: employee only about $510,544 at 4% or $340,363 at 6%; with 50% employer match about $340,363 at 4% or $226,908 at 6%; with 100% employer match about $255,272 at 4% or $170,181 at 6%. |
| 2014 | 1 | 4 | $636,145 | $77,726 | $19,432iApproximate average salary by contribution assumption: employee only about $485,788 at 4% or $323,858 at 6%; with 50% employer match about $323,858 at 4% or $215,906 at 6%; with 100% employer match about $242,894 at 4% or $161,929 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $636,145 | $77,726 | $19,432iApproximate average salary by contribution assumption: employee only about $485,788 at 4% or $323,858 at 6%; with 50% employer match about $323,858 at 4% or $215,906 at 6%; with 100% employer match about $242,894 at 4% or $161,929 at 6%. |
| 2013 | 1 | 4 | $524,404 | $79,620 | $19,905iApproximate average salary by contribution assumption: employee only about $497,625 at 4% or $331,750 at 6%; with 50% employer match about $331,750 at 4% or $221,167 at 6%; with 100% employer match about $248,813 at 4% or $165,875 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $524,404 | $79,620 | $19,905iApproximate average salary by contribution assumption: employee only about $497,625 at 4% or $331,750 at 6%; with 50% employer match about $331,750 at 4% or $221,167 at 6%; with 100% employer match about $248,813 at 4% or $165,875 at 6%. |
| 2012 | 1 | 4 | $405,267 | $59,090 | $14,773iApproximate average salary by contribution assumption: employee only about $369,313 at 4% or $246,208 at 6%; with 50% employer match about $246,208 at 4% or $164,139 at 6%; with 100% employer match about $184,656 at 4% or $123,104 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 4 | $405,267 | $59,090 | $14,773iApproximate average salary by contribution assumption: employee only about $369,313 at 4% or $246,208 at 6%; with 50% employer match about $246,208 at 4% or $164,139 at 6%; with 100% employer match about $184,656 at 4% or $123,104 at 6%. |
| 2011 | 1 | 2 | $318,910 | $62,480 | $31,240iApproximate average salary by contribution assumption: employee only about $781,000 at 4% or $520,667 at 6%; with 50% employer match about $520,667 at 4% or $347,111 at 6%; with 100% employer match about $390,500 at 4% or $260,333 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 2 | $318,910 | $62,480 | $31,240iApproximate average salary by contribution assumption: employee only about $781,000 at 4% or $520,667 at 6%; with 50% employer match about $520,667 at 4% or $347,111 at 6%; with 100% employer match about $390,500 at 4% or $260,333 at 6%. |
| 2010 | 1 | 2 | $253,705 | $55,569 | $27,785iApproximate average salary by contribution assumption: employee only about $694,613 at 4% or $463,075 at 6%; with 50% employer match about $463,075 at 4% or $308,717 at 6%; with 100% employer match about $347,306 at 4% or $231,538 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 2 | $253,705 | $55,569 | $27,785iApproximate average salary by contribution assumption: employee only about $694,613 at 4% or $463,075 at 6%; with 50% employer match about $463,075 at 4% or $308,717 at 6%; with 100% employer match about $347,306 at 4% or $231,538 at 6%. |
| 2009 | 1 | 2 | $178,303 | $52,545 | $26,273iApproximate average salary by contribution assumption: employee only about $656,813 at 4% or $437,875 at 6%; with 50% employer match about $437,875 at 4% or $291,917 at 6%; with 100% employer match about $328,406 at 4% or $218,938 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 2 | $178,303 | $52,545 | $26,273iApproximate average salary by contribution assumption: employee only about $656,813 at 4% or $437,875 at 6%; with 50% employer match about $437,875 at 4% or $291,917 at 6%; with 100% employer match about $328,406 at 4% or $218,938 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Patricia H. Morse CPA Profit Sharing Plan | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Patricia H. Morse CPA Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $53,187 | $48,345 | $24,173iApproximate average salary by contribution assumption: employee only about $604,313 at 4% or $402,875 at 6%; with 50% employer match about $402,875 at 4% or $268,583 at 6%; with 100% employer match about $302,156 at 4% or $201,438 at 6%. |
| Patricia H. Morse CPA Profit Sharing Plan | - | 2 | $53,187 | $48,345 | $24,173iApproximate average salary by contribution assumption: employee only about $604,313 at 4% or $402,875 at 6%; with 50% employer match about $402,875 at 4% or $268,583 at 6%; with 100% employer match about $302,156 at 4% or $201,438 at 6%. |
| 2002 | 2 | 2 | $0 | $7,285 | $3,643iApproximate average salary by contribution assumption: employee only about $91,063 at 4% or $60,708 at 6%; with 50% employer match about $60,708 at 4% or $40,472 at 6%; with 100% employer match about $45,531 at 4% or $30,354 at 6%. |
| PATRICIA HANNON MORSE, CPA PENSION PLAN | - | 0 | - | $7,285 | - |
| PATRICIA HANNON MORSE PROFIT SHARING PLAN | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| PATRICIA HANNON MORSE PROFIT SHARING PLAN | - | 2 | - | - | - |
| PATRICIA HANNON MORSE, CPA PENSION PLAN | - | 2 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| PATRICIA HANNON MORSE, CPA PENSION PLAN | - | 0 | - | - | - |
| PATRICIA HANNON MORSE PROFIT SHARING PLAN | - | 0 | - | - | - |