Civic Intelligence

Elizabeth Morse Genius Foundation

Plan context: Elizabeth Morse Genius Foundation Retirement Savings Plan

EIN 13-6115217 • Winter Park, FL • 26 filings • 6 plans

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329 North Park AvenueSuite #329Winter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,719,493

2024 Contributions

$167,435

Historical Graphs

Total Assets Over Time

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

$5,037,731$2,518,866$0199920122024YearValue
$2,719,493Latest year 2024

Participants Over Time

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

1260199920122024YearValue
10Latest 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
2024110$2,719,493$167,435$16,744iApproximate average salary by contribution assumption: employee only about $418,588 at 4% or $279,058 at 6%; with 50% employer match about $279,058 at 4% or $186,039 at 6%; with 100% employer match about $209,294 at 4% or $139,529 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-10$2,719,493$167,435$16,744iApproximate average salary by contribution assumption: employee only about $418,588 at 4% or $279,058 at 6%; with 50% employer match about $279,058 at 4% or $186,039 at 6%; with 100% employer match about $209,294 at 4% or $139,529 at 6%.
2023111$3,301,815$244,127$22,193iApproximate average salary by contribution assumption: employee only about $554,834 at 4% or $369,889 at 6%; with 50% employer match about $369,889 at 4% or $246,593 at 6%; with 100% employer match about $277,417 at 4% or $184,945 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$3,301,815$244,127$22,193iApproximate average salary by contribution assumption: employee only about $554,834 at 4% or $369,889 at 6%; with 50% employer match about $369,889 at 4% or $246,593 at 6%; with 100% employer match about $277,417 at 4% or $184,945 at 6%.
2022111$4,517,288$248,083$22,553iApproximate average salary by contribution assumption: employee only about $563,825 at 4% or $375,883 at 6%; with 50% employer match about $375,883 at 4% or $250,589 at 6%; with 100% employer match about $281,913 at 4% or $187,942 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$4,517,288$248,083$22,553iApproximate average salary by contribution assumption: employee only about $563,825 at 4% or $375,883 at 6%; with 50% employer match about $375,883 at 4% or $250,589 at 6%; with 100% employer match about $281,913 at 4% or $187,942 at 6%.
2021110$5,037,731$231,011$23,101iApproximate average salary by contribution assumption: employee only about $577,528 at 4% or $385,018 at 6%; with 50% employer match about $385,018 at 4% or $256,679 at 6%; with 100% employer match about $288,764 at 4% or $192,509 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-10$5,037,731$231,011$23,101iApproximate average salary by contribution assumption: employee only about $577,528 at 4% or $385,018 at 6%; with 50% employer match about $385,018 at 4% or $256,679 at 6%; with 100% employer match about $288,764 at 4% or $192,509 at 6%.
2020110$4,353,441$236,382$23,638iApproximate average salary by contribution assumption: employee only about $590,955 at 4% or $393,970 at 6%; with 50% employer match about $393,970 at 4% or $262,647 at 6%; with 100% employer match about $295,478 at 4% or $196,985 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-10$4,353,441$236,382$23,638iApproximate average salary by contribution assumption: employee only about $590,955 at 4% or $393,970 at 6%; with 50% employer match about $393,970 at 4% or $262,647 at 6%; with 100% employer match about $295,478 at 4% or $196,985 at 6%.
2019110$4,218,077$315,633$31,563iApproximate average salary by contribution assumption: employee only about $789,083 at 4% or $526,055 at 6%; with 50% employer match about $526,055 at 4% or $350,703 at 6%; with 100% employer match about $394,541 at 4% or $263,028 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-10$4,218,077$315,633$31,563iApproximate average salary by contribution assumption: employee only about $789,083 at 4% or $526,055 at 6%; with 50% employer match about $526,055 at 4% or $350,703 at 6%; with 100% employer match about $394,541 at 4% or $263,028 at 6%.
201819$3,215,983$161,420$17,936iApproximate average salary by contribution assumption: employee only about $448,389 at 4% or $298,926 at 6%; with 50% employer match about $298,926 at 4% or $199,284 at 6%; with 100% employer match about $224,194 at 4% or $149,463 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-9$3,215,983$161,420$17,936iApproximate average salary by contribution assumption: employee only about $448,389 at 4% or $298,926 at 6%; with 50% employer match about $298,926 at 4% or $199,284 at 6%; with 100% employer match about $224,194 at 4% or $149,463 at 6%.
201719$3,294,474$282,605$31,401iApproximate average salary by contribution assumption: employee only about $785,014 at 4% or $523,343 at 6%; with 50% employer match about $523,343 at 4% or $348,895 at 6%; with 100% employer match about $392,507 at 4% or $261,671 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-9$3,294,474$282,605$31,401iApproximate average salary by contribution assumption: employee only about $785,014 at 4% or $523,343 at 6%; with 50% employer match about $523,343 at 4% or $348,895 at 6%; with 100% employer match about $392,507 at 4% or $261,671 at 6%.
201619$2,722,267$265,482$29,498iApproximate average salary by contribution assumption: employee only about $737,450 at 4% or $491,633 at 6%; with 50% employer match about $491,633 at 4% or $327,756 at 6%; with 100% employer match about $368,725 at 4% or $245,817 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-9$2,722,267$265,482$29,498iApproximate average salary by contribution assumption: employee only about $737,450 at 4% or $491,633 at 6%; with 50% employer match about $491,633 at 4% or $327,756 at 6%; with 100% employer match about $368,725 at 4% or $245,817 at 6%.
2015111$2,295,000$203,280$18,480iApproximate average salary by contribution assumption: employee only about $462,000 at 4% or $308,000 at 6%; with 50% employer match about $308,000 at 4% or $205,333 at 6%; with 100% employer match about $231,000 at 4% or $154,000 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$2,295,000$203,280$18,480iApproximate average salary by contribution assumption: employee only about $462,000 at 4% or $308,000 at 6%; with 50% employer match about $308,000 at 4% or $205,333 at 6%; with 100% employer match about $231,000 at 4% or $154,000 at 6%.
2014111$2,128,077$147,128$13,375iApproximate average salary by contribution assumption: employee only about $334,382 at 4% or $222,921 at 6%; with 50% employer match about $222,921 at 4% or $148,614 at 6%; with 100% employer match about $167,191 at 4% or $111,461 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$2,128,077$147,128$13,375iApproximate average salary by contribution assumption: employee only about $334,382 at 4% or $222,921 at 6%; with 50% employer match about $222,921 at 4% or $148,614 at 6%; with 100% employer match about $167,191 at 4% or $111,461 at 6%.
2013111$1,891,249$147,078$13,371iApproximate average salary by contribution assumption: employee only about $334,268 at 4% or $222,845 at 6%; with 50% employer match about $222,845 at 4% or $148,564 at 6%; with 100% employer match about $167,134 at 4% or $111,423 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$1,891,249$147,078$13,371iApproximate average salary by contribution assumption: employee only about $334,268 at 4% or $222,845 at 6%; with 50% employer match about $222,845 at 4% or $148,564 at 6%; with 100% employer match about $167,134 at 4% or $111,423 at 6%.
2012111$1,603,863$105,769$9,615iApproximate average salary by contribution assumption: employee only about $240,384 at 4% or $160,256 at 6%; with 50% employer match about $160,256 at 4% or $106,837 at 6%; with 100% employer match about $120,192 at 4% or $80,128 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$1,603,863$105,769$9,615iApproximate average salary by contribution assumption: employee only about $240,384 at 4% or $160,256 at 6%; with 50% employer match about $160,256 at 4% or $106,837 at 6%; with 100% employer match about $120,192 at 4% or $80,128 at 6%.
2011111$1,320,902$149,789$13,617iApproximate average salary by contribution assumption: employee only about $340,430 at 4% or $226,953 at 6%; with 50% employer match about $226,953 at 4% or $151,302 at 6%; with 100% employer match about $170,215 at 4% or $113,477 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$1,320,902$149,789$13,617iApproximate average salary by contribution assumption: employee only about $340,430 at 4% or $226,953 at 6%; with 50% employer match about $226,953 at 4% or $151,302 at 6%; with 100% employer match about $170,215 at 4% or $113,477 at 6%.
2010111$1,302,073$138,645$12,604iApproximate average salary by contribution assumption: employee only about $315,102 at 4% or $210,068 at 6%; with 50% employer match about $210,068 at 4% or $140,045 at 6%; with 100% employer match about $157,551 at 4% or $105,034 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$1,302,073$138,645$12,604iApproximate average salary by contribution assumption: employee only about $315,102 at 4% or $210,068 at 6%; with 50% employer match about $210,068 at 4% or $140,045 at 6%; with 100% employer match about $157,551 at 4% or $105,034 at 6%.
2009111$1,005,267$136,582$12,417iApproximate average salary by contribution assumption: employee only about $310,414 at 4% or $206,942 at 6%; with 50% employer match about $206,942 at 4% or $137,962 at 6%; with 100% employer match about $155,207 at 4% or $103,471 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-11$1,005,267$136,582$12,417iApproximate average salary by contribution assumption: employee only about $310,414 at 4% or $206,942 at 6%; with 50% employer match about $206,942 at 4% or $137,962 at 6%; with 100% employer match about $155,207 at 4% or $103,471 at 6%.
200819$577,840$131,557$14,617iApproximate average salary by contribution assumption: employee only about $365,436 at 4% or $243,624 at 6%; with 50% employer match about $243,624 at 4% or $162,416 at 6%; with 100% employer match about $182,718 at 4% or $121,812 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-9$577,840$131,557$14,617iApproximate average salary by contribution assumption: employee only about $365,436 at 4% or $243,624 at 6%; with 50% employer match about $243,624 at 4% or $162,416 at 6%; with 100% employer match about $182,718 at 4% or $121,812 at 6%.
2007110$912,238$104,212$10,421iApproximate average salary by contribution assumption: employee only about $260,530 at 4% or $173,687 at 6%; with 50% employer match about $173,687 at 4% or $115,791 at 6%; with 100% employer match about $130,265 at 4% or $86,843 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RET. SAVINGS PLAN-10$912,238$104,212$10,421iApproximate average salary by contribution assumption: employee only about $260,530 at 4% or $173,687 at 6%; with 50% employer match about $173,687 at 4% or $115,791 at 6%; with 100% employer match about $130,265 at 4% or $86,843 at 6%.
200616$825,890$88,176$14,696iApproximate average salary by contribution assumption: employee only about $367,400 at 4% or $244,933 at 6%; with 50% employer match about $244,933 at 4% or $163,289 at 6%; with 100% employer match about $183,700 at 4% or $122,467 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RET. SAVINGS PLAN-6$825,890$88,176$14,696iApproximate average salary by contribution assumption: employee only about $367,400 at 4% or $244,933 at 6%; with 50% employer match about $244,933 at 4% or $163,289 at 6%; with 100% employer match about $183,700 at 4% or $122,467 at 6%.
2005112$610,794$81,601$6,800iApproximate average salary by contribution assumption: employee only about $170,002 at 4% or $113,335 at 6%; with 50% employer match about $113,335 at 4% or $75,556 at 6%; with 100% employer match about $85,001 at 4% or $56,667 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RET. SAVINGS PLAN-12$610,794$81,601$6,800iApproximate average salary by contribution assumption: employee only about $170,002 at 4% or $113,335 at 6%; with 50% employer match about $113,335 at 4% or $75,556 at 6%; with 100% employer match about $85,001 at 4% or $56,667 at 6%.
200418$478,041$99,291$12,411iApproximate average salary by contribution assumption: employee only about $310,284 at 4% or $206,856 at 6%; with 50% employer match about $206,856 at 4% or $137,904 at 6%; with 100% employer match about $155,142 at 4% or $103,428 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RETIREMENT SAVINGS PLAN-8$478,041$99,291$12,411iApproximate average salary by contribution assumption: employee only about $310,284 at 4% or $206,856 at 6%; with 50% employer match about $206,856 at 4% or $137,904 at 6%; with 100% employer match about $155,142 at 4% or $103,428 at 6%.
2003110$488,823$81,632$8,163iApproximate average salary by contribution assumption: employee only about $204,080 at 4% or $136,053 at 6%; with 50% employer match about $136,053 at 4% or $90,702 at 6%; with 100% employer match about $102,040 at 4% or $68,027 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RETIREMENT SAVINGS PLAN-10$488,823$81,632$8,163iApproximate average salary by contribution assumption: employee only about $204,080 at 4% or $136,053 at 6%; with 50% employer match about $136,053 at 4% or $90,702 at 6%; with 100% employer match about $102,040 at 4% or $68,027 at 6%.
2002111$337,886$74,767$6,797iApproximate average salary by contribution assumption: employee only about $169,925 at 4% or $113,283 at 6%; with 50% employer match about $113,283 at 4% or $75,522 at 6%; with 100% employer match about $84,963 at 4% or $56,642 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RETIREMENT SAVINGS PLAN-11$337,886$74,767$6,797iApproximate average salary by contribution assumption: employee only about $169,925 at 4% or $113,283 at 6%; with 50% employer match about $113,283 at 4% or $75,522 at 6%; with 100% employer match about $84,963 at 4% or $56,642 at 6%.
2001110$322,532$69,741$6,974iApproximate average salary by contribution assumption: employee only about $174,353 at 4% or $116,235 at 6%; with 50% employer match about $116,235 at 4% or $77,490 at 6%; with 100% employer match about $87,176 at 4% or $58,118 at 6%.
ELIZABETH MORSE GENIUS FOUNDATION RETIREMENT SAVINGS PLAN-10$322,532$69,741$6,974iApproximate average salary by contribution assumption: employee only about $174,353 at 4% or $116,235 at 6%; with 50% employer match about $116,235 at 4% or $77,490 at 6%; with 100% employer match about $87,176 at 4% or $58,118 at 6%.
200019$317,290$92,055$10,228iApproximate average salary by contribution assumption: employee only about $255,708 at 4% or $170,472 at 6%; with 50% employer match about $170,472 at 4% or $113,648 at 6%; with 100% employer match about $127,854 at 4% or $85,236 at 6%.
ELIZABETH MORSE GENUIS FOUNDATION RETIREMENT SAVINGS PLAN-9$317,290$92,055$10,228iApproximate average salary by contribution assumption: employee only about $255,708 at 4% or $170,472 at 6%; with 50% employer match about $170,472 at 4% or $113,648 at 6%; with 100% employer match about $127,854 at 4% or $85,236 at 6%.
199919$285,469$80,464$8,940iApproximate average salary by contribution assumption: employee only about $223,511 at 4% or $149,007 at 6%; with 50% employer match about $149,007 at 4% or $99,338 at 6%; with 100% employer match about $111,756 at 4% or $74,504 at 6%.
Elizabeth Morse Genius Foundation Retirement Savings Plan-9$285,469$80,464$8,940iApproximate average salary by contribution assumption: employee only about $223,511 at 4% or $149,007 at 6%; with 50% employer match about $149,007 at 4% or $99,338 at 6%; with 100% employer match about $111,756 at 4% or $74,504 at 6%.