Donald a. Morris, M.D. PC.
Plan context: Donald a. Morris, M.D. PC. Retirement Trust
EIN 13-2877509 • New York, NY • 26 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$8,630,503
2025 Contributions
$374
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $8,630,503 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 2 | $8,630,503 | $0 | - |
| 2024 | 1 | 2 | $8,214,188 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 2 | $8,214,188 | - | - |
| 2023 | 1 | 3 | $7,894,141 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $7,894,141 | - | - |
| 2022 | 1 | 3 | $7,671,821 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $7,671,821 | - | - |
| 2021 | 1 | 3 | $9,275,795 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $9,275,795 | - | - |
| 2020 | 1 | 1 | $8,819,639 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 1 | $8,819,639 | - | - |
| 2019 | 1 | 1 | $8,691,785 | $374 | $374iApproximate average salary by contribution assumption: employee only about $9,350 at 4% or $6,233 at 6%; with 50% employer match about $6,233 at 4% or $4,156 at 6%; with 100% employer match about $4,675 at 4% or $3,117 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 1 | $8,691,785 | $374 | $374iApproximate average salary by contribution assumption: employee only about $9,350 at 4% or $6,233 at 6%; with 50% employer match about $6,233 at 4% or $4,156 at 6%; with 100% employer match about $4,675 at 4% or $3,117 at 6%. |
| 2018 | 1 | 2 | $7,901,923 | $2,438 | $1,219iApproximate average salary by contribution assumption: employee only about $30,475 at 4% or $20,317 at 6%; with 50% employer match about $20,317 at 4% or $13,544 at 6%; with 100% employer match about $15,238 at 4% or $10,158 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 2 | $7,901,923 | $2,438 | $1,219iApproximate average salary by contribution assumption: employee only about $30,475 at 4% or $20,317 at 6%; with 50% employer match about $20,317 at 4% or $13,544 at 6%; with 100% employer match about $15,238 at 4% or $10,158 at 6%. |
| 2017 | 1 | 3 | $8,863,064 | $2,363 | $788iApproximate average salary by contribution assumption: employee only about $19,692 at 4% or $13,128 at 6%; with 50% employer match about $13,128 at 4% or $8,752 at 6%; with 100% employer match about $9,846 at 4% or $6,564 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $8,863,064 | $2,363 | $788iApproximate average salary by contribution assumption: employee only about $19,692 at 4% or $13,128 at 6%; with 50% employer match about $13,128 at 4% or $8,752 at 6%; with 100% employer match about $9,846 at 4% or $6,564 at 6%. |
| 2016 | 1 | 3 | $8,363,136 | $2,440 | $813iApproximate average salary by contribution assumption: employee only about $20,333 at 4% or $13,556 at 6%; with 50% employer match about $13,556 at 4% or $9,037 at 6%; with 100% employer match about $10,167 at 4% or $6,778 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $8,363,136 | $2,440 | $813iApproximate average salary by contribution assumption: employee only about $20,333 at 4% or $13,556 at 6%; with 50% employer match about $13,556 at 4% or $9,037 at 6%; with 100% employer match about $10,167 at 4% or $6,778 at 6%. |
| 2015 | 1 | 3 | $7,850,367 | $2,496 | $832iApproximate average salary by contribution assumption: employee only about $20,800 at 4% or $13,867 at 6%; with 50% employer match about $13,867 at 4% or $9,244 at 6%; with 100% employer match about $10,400 at 4% or $6,933 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $7,850,367 | $2,496 | $832iApproximate average salary by contribution assumption: employee only about $20,800 at 4% or $13,867 at 6%; with 50% employer match about $13,867 at 4% or $9,244 at 6%; with 100% employer match about $10,400 at 4% or $6,933 at 6%. |
| 2014 | 1 | 3 | $8,692,421 | $2,917 | $972iApproximate average salary by contribution assumption: employee only about $24,308 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,154 at 4% or $8,103 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $8,692,421 | $2,917 | $972iApproximate average salary by contribution assumption: employee only about $24,308 at 4% or $16,206 at 6%; with 50% employer match about $16,206 at 4% or $10,804 at 6%; with 100% employer match about $12,154 at 4% or $8,103 at 6%. |
| 2013 | 1 | 3 | $8,973,804 | $2,216 | $739iApproximate average salary by contribution assumption: employee only about $18,467 at 4% or $12,311 at 6%; with 50% employer match about $12,311 at 4% or $8,207 at 6%; with 100% employer match about $9,233 at 4% or $6,156 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $8,973,804 | $2,216 | $739iApproximate average salary by contribution assumption: employee only about $18,467 at 4% or $12,311 at 6%; with 50% employer match about $12,311 at 4% or $8,207 at 6%; with 100% employer match about $9,233 at 4% or $6,156 at 6%. |
| 2012 | 1 | 3 | $7,523,409 | $2,208 | $736iApproximate average salary by contribution assumption: employee only about $18,400 at 4% or $12,267 at 6%; with 50% employer match about $12,267 at 4% or $8,178 at 6%; with 100% employer match about $9,200 at 4% or $6,133 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $7,523,409 | $2,208 | $736iApproximate average salary by contribution assumption: employee only about $18,400 at 4% or $12,267 at 6%; with 50% employer match about $12,267 at 4% or $8,178 at 6%; with 100% employer match about $9,200 at 4% or $6,133 at 6%. |
| 2011 | 1 | 3 | $6,948,164 | $2,177 | $726iApproximate average salary by contribution assumption: employee only about $18,142 at 4% or $12,094 at 6%; with 50% employer match about $12,094 at 4% or $8,063 at 6%; with 100% employer match about $9,071 at 4% or $6,047 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $6,948,164 | $2,177 | $726iApproximate average salary by contribution assumption: employee only about $18,142 at 4% or $12,094 at 6%; with 50% employer match about $12,094 at 4% or $8,063 at 6%; with 100% employer match about $9,071 at 4% or $6,047 at 6%. |
| 2009 | 1 | 3 | $6,448,811 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $6,448,811 | - | - |
| 2008 | 1 | 3 | $5,618,924 | $1,856 | $619iApproximate average salary by contribution assumption: employee only about $15,467 at 4% or $10,311 at 6%; with 50% employer match about $10,311 at 4% or $6,874 at 6%; with 100% employer match about $7,733 at 4% or $5,156 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $5,618,924 | $1,856 | $619iApproximate average salary by contribution assumption: employee only about $15,467 at 4% or $10,311 at 6%; with 50% employer match about $10,311 at 4% or $6,874 at 6%; with 100% employer match about $7,733 at 4% or $5,156 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $7,422,304 | $1,547 | $516iApproximate average salary by contribution assumption: employee only about $12,892 at 4% or $8,594 at 6%; with 50% employer match about $8,594 at 4% or $5,730 at 6%; with 100% employer match about $6,446 at 4% or $4,297 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $7,422,304 | $1,547 | $516iApproximate average salary by contribution assumption: employee only about $12,892 at 4% or $8,594 at 6%; with 50% employer match about $8,594 at 4% or $5,730 at 6%; with 100% employer match about $6,446 at 4% or $4,297 at 6%. |
| 2005 | 1 | 3 | $6,872,377 | $1,181 | $394iApproximate average salary by contribution assumption: employee only about $9,842 at 4% or $6,561 at 6%; with 50% employer match about $6,561 at 4% or $4,374 at 6%; with 100% employer match about $4,921 at 4% or $3,281 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $6,872,377 | $1,181 | $394iApproximate average salary by contribution assumption: employee only about $9,842 at 4% or $6,561 at 6%; with 50% employer match about $6,561 at 4% or $4,374 at 6%; with 100% employer match about $4,921 at 4% or $3,281 at 6%. |
| 2004 | 1 | 3 | $6,829,659 | $1,175 | $392iApproximate average salary by contribution assumption: employee only about $9,792 at 4% or $6,528 at 6%; with 50% employer match about $6,528 at 4% or $4,352 at 6%; with 100% employer match about $4,896 at 4% or $3,264 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $6,829,659 | $1,175 | $392iApproximate average salary by contribution assumption: employee only about $9,792 at 4% or $6,528 at 6%; with 50% employer match about $6,528 at 4% or $4,352 at 6%; with 100% employer match about $4,896 at 4% or $3,264 at 6%. |
| 2003 | 1 | 3 | $6,010,664 | $1,284 | $428iApproximate average salary by contribution assumption: employee only about $10,700 at 4% or $7,133 at 6%; with 50% employer match about $7,133 at 4% or $4,756 at 6%; with 100% employer match about $5,350 at 4% or $3,567 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $6,010,664 | $1,284 | $428iApproximate average salary by contribution assumption: employee only about $10,700 at 4% or $7,133 at 6%; with 50% employer match about $7,133 at 4% or $4,756 at 6%; with 100% employer match about $5,350 at 4% or $3,567 at 6%. |
| 2002 | 1 | 3 | $5,106,215 | $1,087 | $362iApproximate average salary by contribution assumption: employee only about $9,058 at 4% or $6,039 at 6%; with 50% employer match about $6,039 at 4% or $4,026 at 6%; with 100% employer match about $4,529 at 4% or $3,019 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $5,106,215 | $1,087 | $362iApproximate average salary by contribution assumption: employee only about $9,058 at 4% or $6,039 at 6%; with 50% employer match about $6,039 at 4% or $4,026 at 6%; with 100% employer match about $4,529 at 4% or $3,019 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 2 | - | - | - |
| 2000 | 1 | 4 | $5,053,367 | $2,615 | $654iApproximate average salary by contribution assumption: employee only about $16,344 at 4% or $10,896 at 6%; with 50% employer match about $10,896 at 4% or $7,264 at 6%; with 100% employer match about $8,172 at 4% or $5,448 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 4 | $5,053,367 | $2,615 | $654iApproximate average salary by contribution assumption: employee only about $16,344 at 4% or $10,896 at 6%; with 50% employer match about $10,896 at 4% or $7,264 at 6%; with 100% employer match about $8,172 at 4% or $5,448 at 6%. |
| 1999 | 1 | 3 | $5,304,472 | $2,488 | $829iApproximate average salary by contribution assumption: employee only about $20,733 at 4% or $13,822 at 6%; with 50% employer match about $13,822 at 4% or $9,215 at 6%; with 100% employer match about $10,367 at 4% or $6,911 at 6%. |
| Donald a. Morris, M.D. PC. Retirement Trust | - | 3 | $5,304,472 | $2,488 | $829iApproximate average salary by contribution assumption: employee only about $20,733 at 4% or $13,822 at 6%; with 50% employer match about $13,822 at 4% or $9,215 at 6%; with 100% employer match about $10,367 at 4% or $6,911 at 6%. |