Civic Intelligence

Robert P. Morris, M.D. & John Romanelli, M.D.

Plan context: Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing

EIN 11-2304103 • Smithtown, NY • 21 filings • 4 plans

222 East Main StreetSmithtown, NY 11787
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$4,110,714

2014 Contributions

$95,116

Historical Graphs

Total Assets Over Time

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

$4,110,714$2,055,357$0199920062013YearValue
$4,110,714Latest year 2013

Participants Over Time

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

630199920062013YearValue
6Latest year 2013

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
201410$0$95,116-
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-0$0$95,116-
201316$4,110,714$110,013$18,336iApproximate average salary by contribution assumption: employee only about $458,388 at 4% or $305,592 at 6%; with 50% employer match about $305,592 at 4% or $203,728 at 6%; with 100% employer match about $229,194 at 4% or $152,796 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-6$4,110,714$110,013$18,336iApproximate average salary by contribution assumption: employee only about $458,388 at 4% or $305,592 at 6%; with 50% employer match about $305,592 at 4% or $203,728 at 6%; with 100% employer match about $229,194 at 4% or $152,796 at 6%.
201215$3,568,504$109,457$21,891iApproximate average salary by contribution assumption: employee only about $547,285 at 4% or $364,857 at 6%; with 50% employer match about $364,857 at 4% or $243,238 at 6%; with 100% employer match about $273,643 at 4% or $182,428 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$3,568,504$109,457$21,891iApproximate average salary by contribution assumption: employee only about $547,285 at 4% or $364,857 at 6%; with 50% employer match about $364,857 at 4% or $243,238 at 6%; with 100% employer match about $273,643 at 4% or $182,428 at 6%.
201115$3,266,475$106,997$21,399iApproximate average salary by contribution assumption: employee only about $534,985 at 4% or $356,657 at 6%; with 50% employer match about $356,657 at 4% or $237,771 at 6%; with 100% employer match about $267,493 at 4% or $178,328 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$3,266,475$106,997$21,399iApproximate average salary by contribution assumption: employee only about $534,985 at 4% or $356,657 at 6%; with 50% employer match about $356,657 at 4% or $237,771 at 6%; with 100% employer match about $267,493 at 4% or $178,328 at 6%.
201016$3,203,825$121,495$20,249iApproximate average salary by contribution assumption: employee only about $506,229 at 4% or $337,486 at 6%; with 50% employer match about $337,486 at 4% or $224,991 at 6%; with 100% employer match about $253,115 at 4% or $168,743 at 6%.
Robert Morris M.D. and John Romanelli M.D. Retirement Trust-6$3,203,825$121,495$20,249iApproximate average salary by contribution assumption: employee only about $506,229 at 4% or $337,486 at 6%; with 50% employer match about $337,486 at 4% or $224,991 at 6%; with 100% employer match about $253,115 at 4% or $168,743 at 6%.
200916$2,863,248$124,556$20,759iApproximate average salary by contribution assumption: employee only about $518,983 at 4% or $345,989 at 6%; with 50% employer match about $345,989 at 4% or $230,659 at 6%; with 100% employer match about $259,492 at 4% or $172,994 at 6%.
Robert Morris M.D. and John Romanelli M.D. Retirement Trust-6$2,863,248$124,556$20,759iApproximate average salary by contribution assumption: employee only about $518,983 at 4% or $345,989 at 6%; with 50% employer match about $345,989 at 4% or $230,659 at 6%; with 100% employer match about $259,492 at 4% or $172,994 at 6%.
200816$2,474,752$117,758$19,626iApproximate average salary by contribution assumption: employee only about $490,658 at 4% or $327,106 at 6%; with 50% employer match about $327,106 at 4% or $218,070 at 6%; with 100% employer match about $245,329 at 4% or $163,553 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-6$2,474,752$117,758$19,626iApproximate average salary by contribution assumption: employee only about $490,658 at 4% or $327,106 at 6%; with 50% employer match about $327,106 at 4% or $218,070 at 6%; with 100% employer match about $245,329 at 4% or $163,553 at 6%.
200715$2,590,186$111,581$22,316iApproximate average salary by contribution assumption: employee only about $557,905 at 4% or $371,937 at 6%; with 50% employer match about $371,937 at 4% or $247,958 at 6%; with 100% employer match about $278,953 at 4% or $185,968 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$2,590,186$111,581$22,316iApproximate average salary by contribution assumption: employee only about $557,905 at 4% or $371,937 at 6%; with 50% employer match about $371,937 at 4% or $247,958 at 6%; with 100% employer match about $278,953 at 4% or $185,968 at 6%.
200615$2,359,934$107,712$21,542iApproximate average salary by contribution assumption: employee only about $538,560 at 4% or $359,040 at 6%; with 50% employer match about $359,040 at 4% or $239,360 at 6%; with 100% employer match about $269,280 at 4% or $179,520 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$2,359,934$107,712$21,542iApproximate average salary by contribution assumption: employee only about $538,560 at 4% or $359,040 at 6%; with 50% employer match about $359,040 at 4% or $239,360 at 6%; with 100% employer match about $269,280 at 4% or $179,520 at 6%.
200515$2,115,294$102,894$20,579iApproximate average salary by contribution assumption: employee only about $514,470 at 4% or $342,980 at 6%; with 50% employer match about $342,980 at 4% or $228,653 at 6%; with 100% employer match about $257,235 at 4% or $171,490 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$2,115,294$102,894$20,579iApproximate average salary by contribution assumption: employee only about $514,470 at 4% or $342,980 at 6%; with 50% employer match about $342,980 at 4% or $228,653 at 6%; with 100% employer match about $257,235 at 4% or $171,490 at 6%.
200415$1,957,121$100,814$20,163iApproximate average salary by contribution assumption: employee only about $504,070 at 4% or $336,047 at 6%; with 50% employer match about $336,047 at 4% or $224,031 at 6%; with 100% employer match about $252,035 at 4% or $168,023 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$1,957,121$100,814$20,163iApproximate average salary by contribution assumption: employee only about $504,070 at 4% or $336,047 at 6%; with 50% employer match about $336,047 at 4% or $224,031 at 6%; with 100% employer match about $252,035 at 4% or $168,023 at 6%.
200325$1,859,891$95,290$19,058iApproximate average salary by contribution assumption: employee only about $476,450 at 4% or $317,633 at 6%; with 50% employer match about $317,633 at 4% or $211,756 at 6%; with 100% employer match about $238,225 at 4% or $158,817 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$1,859,891$46,178$9,236iApproximate average salary by contribution assumption: employee only about $230,890 at 4% or $153,927 at 6%; with 50% employer match about $153,927 at 4% or $102,618 at 6%; with 100% employer match about $115,445 at 4% or $76,963 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Money Purchase-0-$49,112-
200224$1,671,220$89,316$22,329iApproximate average salary by contribution assumption: employee only about $558,225 at 4% or $372,150 at 6%; with 50% employer match about $372,150 at 4% or $248,100 at 6%; with 100% employer match about $279,113 at 4% or $186,075 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Money Purchase-4$1,202,714$45,572$11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-4$468,506$43,744$10,936iApproximate average salary by contribution assumption: employee only about $273,400 at 4% or $182,267 at 6%; with 50% employer match about $182,267 at 4% or $121,511 at 6%; with 100% employer match about $136,700 at 4% or $91,133 at 6%.
200125$1,729,084$81,530$16,306iApproximate average salary by contribution assumption: employee only about $407,650 at 4% or $271,767 at 6%; with 50% employer match about $271,767 at 4% or $181,178 at 6%; with 100% employer match about $203,825 at 4% or $135,883 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Money Purchase-5$1,237,840$41,510$8,302iApproximate average salary by contribution assumption: employee only about $207,550 at 4% or $138,367 at 6%; with 50% employer match about $138,367 at 4% or $92,244 at 6%; with 100% employer match about $103,775 at 4% or $69,183 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$491,244$40,020$8,004iApproximate average salary by contribution assumption: employee only about $200,100 at 4% or $133,400 at 6%; with 50% employer match about $133,400 at 4% or $88,933 at 6%; with 100% employer match about $100,050 at 4% or $66,700 at 6%.
200025$1,555,959$68,841$13,768iApproximate average salary by contribution assumption: employee only about $344,205 at 4% or $229,470 at 6%; with 50% employer match about $229,470 at 4% or $152,980 at 6%; with 100% employer match about $172,103 at 4% or $114,735 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Money Purchase-5$1,135,585$39,852$7,970iApproximate average salary by contribution assumption: employee only about $199,260 at 4% or $132,840 at 6%; with 50% employer match about $132,840 at 4% or $88,560 at 6%; with 100% employer match about $99,630 at 4% or $66,420 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$420,374$28,989$5,798iApproximate average salary by contribution assumption: employee only about $144,945 at 4% or $96,630 at 6%; with 50% employer match about $96,630 at 4% or $64,420 at 6%; with 100% employer match about $72,473 at 4% or $48,315 at 6%.
199925$1,665,810$70,018$14,004iApproximate average salary by contribution assumption: employee only about $350,090 at 4% or $233,393 at 6%; with 50% employer match about $233,393 at 4% or $155,596 at 6%; with 100% employer match about $175,045 at 4% or $116,697 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Money Purchase-5$1,183,039$38,407$7,681iApproximate average salary by contribution assumption: employee only about $192,035 at 4% or $128,023 at 6%; with 50% employer match about $128,023 at 4% or $85,349 at 6%; with 100% employer match about $96,018 at 4% or $64,012 at 6%.
Robert Morris, M.D. & John Romanelli, M.D. Retirement Trust Profit Sharing-5$482,771$31,611$6,322iApproximate average salary by contribution assumption: employee only about $158,055 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%.