Civic Intelligence

Robert W. Basta D.D.S. & Steven Morgan, D.D.S. PC.

Plan context: Steven Morgan, D.D.S. PC. Retirement Plan

EIN 13-3236148 • New Hyde Park, NY • 17 filings • 3 plans

388 Hillside AvenueNew Hyde Park, NY 11040
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$701,851

2016 Contributions

$2,250

Historical Graphs

Total Assets Over Time

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

$712,011$356,006$0199920092015YearValue
$701,851Latest year 2015

Participants Over Time

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

840199920082015YearValue
5Latest year 2015

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
201610$0$2,250-
Steven Morgan, D.D.S. PC. Retirement Plan-0$0$2,250-
201515$701,851$5,300$1,060iApproximate average salary by contribution assumption: employee only about $26,500 at 4% or $17,667 at 6%; with 50% employer match about $17,667 at 4% or $11,778 at 6%; with 100% employer match about $13,250 at 4% or $8,833 at 6%.
Steven Morgan, D.D.S. PC. Retirement Plan-5$701,851$5,300$1,060iApproximate average salary by contribution assumption: employee only about $26,500 at 4% or $17,667 at 6%; with 50% employer match about $17,667 at 4% or $11,778 at 6%; with 100% employer match about $13,250 at 4% or $8,833 at 6%.
201415$712,011$5,400$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
Steven Morgan, D.D.S. PC. Retirement Plan-5$712,011$5,400$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
201315$659,820$5,400$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
Steven Morgan, D.D.S. PC. Retirement Plan-5$659,820$5,400$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
201215$497,596$4,000$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
Steven Morgan, D.D.S. PC. Retirement Plan-5$497,596$4,000$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
201115$416,491$7,600$1,520iApproximate average salary by contribution assumption: employee only about $38,000 at 4% or $25,333 at 6%; with 50% employer match about $25,333 at 4% or $16,889 at 6%; with 100% employer match about $19,000 at 4% or $12,667 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-5$416,491$7,600$1,520iApproximate average salary by contribution assumption: employee only about $38,000 at 4% or $25,333 at 6%; with 50% employer match about $25,333 at 4% or $16,889 at 6%; with 100% employer match about $19,000 at 4% or $12,667 at 6%.
201015$456,212$13,713$2,743iApproximate average salary by contribution assumption: employee only about $68,565 at 4% or $45,710 at 6%; with 50% employer match about $45,710 at 4% or $30,473 at 6%; with 100% employer match about $34,283 at 4% or $22,855 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-5$456,212$13,713$2,743iApproximate average salary by contribution assumption: employee only about $68,565 at 4% or $45,710 at 6%; with 50% employer match about $45,710 at 4% or $30,473 at 6%; with 100% employer match about $34,283 at 4% or $22,855 at 6%.
200915$393,595$19,798$3,960iApproximate average salary by contribution assumption: employee only about $98,990 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-5$393,595$19,798$3,960iApproximate average salary by contribution assumption: employee only about $98,990 at 4% or $65,993 at 6%; with 50% employer match about $65,993 at 4% or $43,996 at 6%; with 100% employer match about $49,495 at 4% or $32,997 at 6%.
200816$281,230$30,892$5,149iApproximate average salary by contribution assumption: employee only about $128,717 at 4% or $85,811 at 6%; with 50% employer match about $85,811 at 4% or $57,207 at 6%; with 100% employer match about $64,358 at 4% or $42,906 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-6$281,230$30,892$5,149iApproximate average salary by contribution assumption: employee only about $128,717 at 4% or $85,811 at 6%; with 50% employer match about $85,811 at 4% or $57,207 at 6%; with 100% employer match about $64,358 at 4% or $42,906 at 6%.
200616$440,750$19,200$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-6$440,750$19,200$3,200iApproximate average salary by contribution assumption: employee only about $80,000 at 4% or $53,333 at 6%; with 50% employer match about $53,333 at 4% or $35,556 at 6%; with 100% employer match about $40,000 at 4% or $26,667 at 6%.
200516$356,208$19,799$3,300iApproximate average salary by contribution assumption: employee only about $82,496 at 4% or $54,997 at 6%; with 50% employer match about $54,997 at 4% or $36,665 at 6%; with 100% employer match about $41,248 at 4% or $27,499 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-6$356,208$19,799$3,300iApproximate average salary by contribution assumption: employee only about $82,496 at 4% or $54,997 at 6%; with 50% employer match about $54,997 at 4% or $36,665 at 6%; with 100% employer match about $41,248 at 4% or $27,499 at 6%.
200416$419,280$19,213$3,202iApproximate average salary by contribution assumption: employee only about $80,054 at 4% or $53,369 at 6%; with 50% employer match about $53,369 at 4% or $35,580 at 6%; with 100% employer match about $40,027 at 4% or $26,685 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-6$419,280$19,213$3,202iApproximate average salary by contribution assumption: employee only about $80,054 at 4% or $53,369 at 6%; with 50% employer match about $53,369 at 4% or $35,580 at 6%; with 100% employer match about $40,027 at 4% or $26,685 at 6%.
200317$0$0-
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-7---
200217$264,198$29,458$4,208iApproximate average salary by contribution assumption: employee only about $105,207 at 4% or $70,138 at 6%; with 50% employer match about $70,138 at 4% or $46,759 at 6%; with 100% employer match about $52,604 at 4% or $35,069 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-7$264,198$29,458$4,208iApproximate average salary by contribution assumption: employee only about $105,207 at 4% or $70,138 at 6%; with 50% employer match about $70,138 at 4% or $46,759 at 6%; with 100% employer match about $52,604 at 4% or $35,069 at 6%.
200117$266,626$18,175$2,596iApproximate average salary by contribution assumption: employee only about $64,911 at 4% or $43,274 at 6%; with 50% employer match about $43,274 at 4% or $28,849 at 6%; with 100% employer match about $32,455 at 4% or $21,637 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-7$266,626$18,175$2,596iApproximate average salary by contribution assumption: employee only about $64,911 at 4% or $43,274 at 6%; with 50% employer match about $43,274 at 4% or $28,849 at 6%; with 100% employer match about $32,455 at 4% or $21,637 at 6%.
200017$0$0-
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-7---
199918$186,506$18,126$2,266iApproximate average salary by contribution assumption: employee only about $56,644 at 4% or $37,763 at 6%; with 50% employer match about $37,763 at 4% or $25,175 at 6%; with 100% employer match about $28,322 at 4% or $18,881 at 6%.
Robert W. Basta & Steven Morgan, Dds PC Retirement Trust-8$186,506$18,126$2,266iApproximate average salary by contribution assumption: employee only about $56,644 at 4% or $37,763 at 6%; with 50% employer match about $37,763 at 4% or $25,175 at 6%; with 100% employer match about $28,322 at 4% or $18,881 at 6%.