Civic Intelligence

Jeffrey a. Morrison MD

Plan context: Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust

EIN 02-0641196 • New York, NY • 20 filings • 6 plans

461 Park Avenue South12th FloorNew York, NY 10016
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$1,761,135

2024 Contributions

$193,974

Historical Graphs

Total Assets Over Time

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

$1,761,135$880,568$0200420162024YearValue
$1,761,135Latest year 2024

Participants Over Time

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

23120200420132024YearValue
23Latest 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
2024123$1,761,135$193,974$8,434iApproximate average salary by contribution assumption: employee only about $210,841 at 4% or $140,561 at 6%; with 50% employer match about $140,561 at 4% or $93,707 at 6%; with 100% employer match about $105,421 at 4% or $70,280 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-23$1,761,135$193,974$8,434iApproximate average salary by contribution assumption: employee only about $210,841 at 4% or $140,561 at 6%; with 50% employer match about $140,561 at 4% or $93,707 at 6%; with 100% employer match about $105,421 at 4% or $70,280 at 6%.
2023119$1,421,269$129,766$6,830iApproximate average salary by contribution assumption: employee only about $170,745 at 4% or $113,830 at 6%; with 50% employer match about $113,830 at 4% or $75,887 at 6%; with 100% employer match about $85,372 at 4% or $56,915 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-19$1,421,269$129,766$6,830iApproximate average salary by contribution assumption: employee only about $170,745 at 4% or $113,830 at 6%; with 50% employer match about $113,830 at 4% or $75,887 at 6%; with 100% employer match about $85,372 at 4% or $56,915 at 6%.
2022118$1,062,965$169,906$9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,320 at 6%; with 50% employer match about $157,320 at 4% or $104,880 at 6%; with 100% employer match about $117,990 at 4% or $78,660 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-18$1,062,965$169,906$9,439iApproximate average salary by contribution assumption: employee only about $235,981 at 4% or $157,320 at 6%; with 50% employer match about $157,320 at 4% or $104,880 at 6%; with 100% employer match about $117,990 at 4% or $78,660 at 6%.
2021115$1,161,831$186,355$12,424iApproximate average salary by contribution assumption: employee only about $310,592 at 4% or $207,061 at 6%; with 50% employer match about $207,061 at 4% or $138,041 at 6%; with 100% employer match about $155,296 at 4% or $103,531 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-15$1,161,831$186,355$12,424iApproximate average salary by contribution assumption: employee only about $310,592 at 4% or $207,061 at 6%; with 50% employer match about $207,061 at 4% or $138,041 at 6%; with 100% employer match about $155,296 at 4% or $103,531 at 6%.
2020115$865,615$155,577$10,372iApproximate average salary by contribution assumption: employee only about $259,295 at 4% or $172,863 at 6%; with 50% employer match about $172,863 at 4% or $115,242 at 6%; with 100% employer match about $129,647 at 4% or $86,432 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-15$865,615$155,577$10,372iApproximate average salary by contribution assumption: employee only about $259,295 at 4% or $172,863 at 6%; with 50% employer match about $172,863 at 4% or $115,242 at 6%; with 100% employer match about $129,647 at 4% or $86,432 at 6%.
2019115$619,591$223,240$14,883iApproximate average salary by contribution assumption: employee only about $372,067 at 4% or $248,044 at 6%; with 50% employer match about $248,044 at 4% or $165,363 at 6%; with 100% employer match about $186,033 at 4% or $124,022 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-15$619,591$223,240$14,883iApproximate average salary by contribution assumption: employee only about $372,067 at 4% or $248,044 at 6%; with 50% employer match about $248,044 at 4% or $165,363 at 6%; with 100% employer match about $186,033 at 4% or $124,022 at 6%.
2018112$321,832$153,442$12,787iApproximate average salary by contribution assumption: employee only about $319,671 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,835 at 4% or $106,557 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-12$321,832$153,442$12,787iApproximate average salary by contribution assumption: employee only about $319,671 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,835 at 4% or $106,557 at 6%.
2017113$237,833$142,778$10,983iApproximate average salary by contribution assumption: employee only about $274,573 at 4% or $183,049 at 6%; with 50% employer match about $183,049 at 4% or $122,032 at 6%; with 100% employer match about $137,287 at 4% or $91,524 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-13$237,833$142,778$10,983iApproximate average salary by contribution assumption: employee only about $274,573 at 4% or $183,049 at 6%; with 50% employer match about $183,049 at 4% or $122,032 at 6%; with 100% employer match about $137,287 at 4% or $91,524 at 6%.
2016111$75,529$75,428$6,857iApproximate average salary by contribution assumption: employee only about $171,427 at 4% or $114,285 at 6%; with 50% employer match about $114,285 at 4% or $76,190 at 6%; with 100% employer match about $85,714 at 4% or $57,142 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-11$75,529$75,428$6,857iApproximate average salary by contribution assumption: employee only about $171,427 at 4% or $114,285 at 6%; with 50% employer match about $114,285 at 4% or $76,190 at 6%; with 100% employer match about $85,714 at 4% or $57,142 at 6%.
201410$0$0-
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-0$0$0-
201312$72,030$10,137$5,069iApproximate average salary by contribution assumption: employee only about $126,713 at 4% or $84,475 at 6%; with 50% employer match about $84,475 at 4% or $56,317 at 6%; with 100% employer match about $63,356 at 4% or $42,238 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-2$72,030$10,137$5,069iApproximate average salary by contribution assumption: employee only about $126,713 at 4% or $84,475 at 6%; with 50% employer match about $84,475 at 4% or $56,317 at 6%; with 100% employer match about $63,356 at 4% or $42,238 at 6%.
201214$210,410$17,908$4,477iApproximate average salary by contribution assumption: employee only about $111,925 at 4% or $74,617 at 6%; with 50% employer match about $74,617 at 4% or $49,744 at 6%; with 100% employer match about $55,963 at 4% or $37,308 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-4$210,410$17,908$4,477iApproximate average salary by contribution assumption: employee only about $111,925 at 4% or $74,617 at 6%; with 50% employer match about $74,617 at 4% or $49,744 at 6%; with 100% employer match about $55,963 at 4% or $37,308 at 6%.
201114$181,648$16,369$4,092iApproximate average salary by contribution assumption: employee only about $102,306 at 4% or $68,204 at 6%; with 50% employer match about $68,204 at 4% or $45,469 at 6%; with 100% employer match about $51,153 at 4% or $34,102 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-4$181,648$16,369$4,092iApproximate average salary by contribution assumption: employee only about $102,306 at 4% or $68,204 at 6%; with 50% employer match about $68,204 at 4% or $45,469 at 6%; with 100% employer match about $51,153 at 4% or $34,102 at 6%.
201014$165,902$14,616$3,654iApproximate average salary by contribution assumption: employee only about $91,350 at 4% or $60,900 at 6%; with 50% employer match about $60,900 at 4% or $40,600 at 6%; with 100% employer match about $45,675 at 4% or $30,450 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-4$165,902$14,616$3,654iApproximate average salary by contribution assumption: employee only about $91,350 at 4% or $60,900 at 6%; with 50% employer match about $60,900 at 4% or $40,600 at 6%; with 100% employer match about $45,675 at 4% or $30,450 at 6%.
200914$145,767$32,717$8,179iApproximate average salary by contribution assumption: employee only about $204,481 at 4% or $136,321 at 6%; with 50% employer match about $136,321 at 4% or $90,881 at 6%; with 100% employer match about $102,241 at 4% or $68,160 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-4$145,767$32,717$8,179iApproximate average salary by contribution assumption: employee only about $204,481 at 4% or $136,321 at 6%; with 50% employer match about $136,321 at 4% or $90,881 at 6%; with 100% employer match about $102,241 at 4% or $68,160 at 6%.
200815$105,089$39,175$7,835iApproximate average salary by contribution assumption: employee only about $195,875 at 4% or $130,583 at 6%; with 50% employer match about $130,583 at 4% or $87,056 at 6%; with 100% employer match about $97,938 at 4% or $65,292 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-5$105,089$39,175$7,835iApproximate average salary by contribution assumption: employee only about $195,875 at 4% or $130,583 at 6%; with 50% employer match about $130,583 at 4% or $87,056 at 6%; with 100% employer match about $97,938 at 4% or $65,292 at 6%.
200714$0$0-
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-4---
200616$58,363$11,708$1,951iApproximate average salary by contribution assumption: employee only about $48,783 at 4% or $32,522 at 6%; with 50% employer match about $32,522 at 4% or $21,681 at 6%; with 100% employer match about $24,392 at 4% or $16,261 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-6$58,363$11,708$1,951iApproximate average salary by contribution assumption: employee only about $48,783 at 4% or $32,522 at 6%; with 50% employer match about $32,522 at 4% or $21,681 at 6%; with 100% employer match about $24,392 at 4% or $16,261 at 6%.
200513$39,840$33,197$11,066iApproximate average salary by contribution assumption: employee only about $276,642 at 4% or $184,428 at 6%; with 50% employer match about $184,428 at 4% or $122,952 at 6%; with 100% employer match about $138,321 at 4% or $92,214 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-3$39,840$33,197$11,066iApproximate average salary by contribution assumption: employee only about $276,642 at 4% or $184,428 at 6%; with 50% employer match about $184,428 at 4% or $122,952 at 6%; with 100% employer match about $138,321 at 4% or $92,214 at 6%.
200413$6,479$6,214$2,071iApproximate average salary by contribution assumption: employee only about $51,783 at 4% or $34,522 at 6%; with 50% employer match about $34,522 at 4% or $23,015 at 6%; with 100% employer match about $25,892 at 4% or $17,261 at 6%.
Jeffery a Morrison M D LLC 401K Profit Sharing Plan & Trust-3$6,479$6,214$2,071iApproximate average salary by contribution assumption: employee only about $51,783 at 4% or $34,522 at 6%; with 50% employer match about $34,522 at 4% or $23,015 at 6%; with 100% employer match about $25,892 at 4% or $17,261 at 6%.