Civic Intelligence

Steven D. Morton, D.M.D.

Plan context: Retirement Plan

EIN 14-1613539 • Castleton, NY • 22 filings • 3 plans

1654 Columbia TurnpikeCastleton, NY 12033
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$120

2020 Contributions

$67,985

Historical Graphs

Total Assets Over Time

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

$3,000,095$1,500,048$0199920102020YearValue
$120Latest year 2020

Participants Over Time

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

840199920102020YearValue
1Latest year 2020

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
202011$120$0-
Retirement Plan-1$120$0-
201915$3,000,095$0-
Retirement Plan-5$3,000,095--
201815$2,272,143$67,985$13,597iApproximate average salary by contribution assumption: employee only about $339,925 at 4% or $226,617 at 6%; with 50% employer match about $226,617 at 4% or $151,078 at 6%; with 100% employer match about $169,963 at 4% or $113,308 at 6%.
Retirement Plan-5$2,272,143$67,985$13,597iApproximate average salary by contribution assumption: employee only about $339,925 at 4% or $226,617 at 6%; with 50% employer match about $226,617 at 4% or $151,078 at 6%; with 100% employer match about $169,963 at 4% or $113,308 at 6%.
201716$2,261,739$66,013$11,002iApproximate average salary by contribution assumption: employee only about $275,054 at 4% or $183,369 at 6%; with 50% employer match about $183,369 at 4% or $122,246 at 6%; with 100% employer match about $137,527 at 4% or $91,685 at 6%.
Retirement Plan-6$2,261,739$66,013$11,002iApproximate average salary by contribution assumption: employee only about $275,054 at 4% or $183,369 at 6%; with 50% employer match about $183,369 at 4% or $122,246 at 6%; with 100% employer match about $137,527 at 4% or $91,685 at 6%.
201617$1,862,412$63,169$9,024iApproximate average salary by contribution assumption: employee only about $225,604 at 4% or $150,402 at 6%; with 50% employer match about $150,402 at 4% or $100,268 at 6%; with 100% employer match about $112,802 at 4% or $75,201 at 6%.
Retirement Plan-7$1,862,412$63,169$9,024iApproximate average salary by contribution assumption: employee only about $225,604 at 4% or $150,402 at 6%; with 50% employer match about $150,402 at 4% or $100,268 at 6%; with 100% employer match about $112,802 at 4% or $75,201 at 6%.
201517$1,669,941$61,620$8,803iApproximate average salary by contribution assumption: employee only about $220,071 at 4% or $146,714 at 6%; with 50% employer match about $146,714 at 4% or $97,810 at 6%; with 100% employer match about $110,036 at 4% or $73,357 at 6%.
Retirement Plan-7$1,669,941$61,620$8,803iApproximate average salary by contribution assumption: employee only about $220,071 at 4% or $146,714 at 6%; with 50% employer match about $146,714 at 4% or $97,810 at 6%; with 100% employer match about $110,036 at 4% or $73,357 at 6%.
201418$1,597,741$61,795$7,724iApproximate average salary by contribution assumption: employee only about $193,109 at 4% or $128,740 at 6%; with 50% employer match about $128,740 at 4% or $85,826 at 6%; with 100% employer match about $96,555 at 4% or $64,370 at 6%.
Retirement Plan-8$1,597,741$61,795$7,724iApproximate average salary by contribution assumption: employee only about $193,109 at 4% or $128,740 at 6%; with 50% employer match about $128,740 at 4% or $85,826 at 6%; with 100% employer match about $96,555 at 4% or $64,370 at 6%.
201317$1,398,719$62,534$8,933iApproximate average salary by contribution assumption: employee only about $223,336 at 4% or $148,890 at 6%; with 50% employer match about $148,890 at 4% or $99,260 at 6%; with 100% employer match about $111,668 at 4% or $74,445 at 6%.
Retirement Plan-7$1,398,719$62,534$8,933iApproximate average salary by contribution assumption: employee only about $223,336 at 4% or $148,890 at 6%; with 50% employer match about $148,890 at 4% or $99,260 at 6%; with 100% employer match about $111,668 at 4% or $74,445 at 6%.
201217$1,033,770$59,925$8,561iApproximate average salary by contribution assumption: employee only about $214,018 at 4% or $142,679 at 6%; with 50% employer match about $142,679 at 4% or $95,119 at 6%; with 100% employer match about $107,009 at 4% or $71,339 at 6%.
Retirement Plan-7$1,033,770$59,925$8,561iApproximate average salary by contribution assumption: employee only about $214,018 at 4% or $142,679 at 6%; with 50% employer match about $142,679 at 4% or $95,119 at 6%; with 100% employer match about $107,009 at 4% or $71,339 at 6%.
201117$830,197$56,617$8,088iApproximate average salary by contribution assumption: employee only about $202,204 at 4% or $134,802 at 6%; with 50% employer match about $134,802 at 4% or $89,868 at 6%; with 100% employer match about $101,102 at 4% or $67,401 at 6%.
Retirement Plan-7$830,197$56,617$8,088iApproximate average salary by contribution assumption: employee only about $202,204 at 4% or $134,802 at 6%; with 50% employer match about $134,802 at 4% or $89,868 at 6%; with 100% employer match about $101,102 at 4% or $67,401 at 6%.
201017$800,092$56,338$8,048iApproximate average salary by contribution assumption: employee only about $201,207 at 4% or $134,138 at 6%; with 50% employer match about $134,138 at 4% or $89,425 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%.
Retirement Plan-7$800,092$56,338$8,048iApproximate average salary by contribution assumption: employee only about $201,207 at 4% or $134,138 at 6%; with 50% employer match about $134,138 at 4% or $89,425 at 6%; with 100% employer match about $100,604 at 4% or $67,069 at 6%.
200917$657,202$55,665$7,952iApproximate average salary by contribution assumption: employee only about $198,804 at 4% or $132,536 at 6%; with 50% employer match about $132,536 at 4% or $88,357 at 6%; with 100% employer match about $99,402 at 4% or $66,268 at 6%.
Retirement Plan-7$657,202$55,665$7,952iApproximate average salary by contribution assumption: employee only about $198,804 at 4% or $132,536 at 6%; with 50% employer match about $132,536 at 4% or $88,357 at 6%; with 100% employer match about $99,402 at 4% or $66,268 at 6%.
200816$449,980$56,072$9,345iApproximate average salary by contribution assumption: employee only about $233,633 at 4% or $155,756 at 6%; with 50% employer match about $155,756 at 4% or $103,837 at 6%; with 100% employer match about $116,817 at 4% or $77,878 at 6%.
Retirement Plan-6$449,980$56,072$9,345iApproximate average salary by contribution assumption: employee only about $233,633 at 4% or $155,756 at 6%; with 50% employer match about $155,756 at 4% or $103,837 at 6%; with 100% employer match about $116,817 at 4% or $77,878 at 6%.
200716$745,427$56,744$9,457iApproximate average salary by contribution assumption: employee only about $236,433 at 4% or $157,622 at 6%; with 50% employer match about $157,622 at 4% or $105,081 at 6%; with 100% employer match about $118,217 at 4% or $78,811 at 6%.
Retirement Plan-6$745,427$56,744$9,457iApproximate average salary by contribution assumption: employee only about $236,433 at 4% or $157,622 at 6%; with 50% employer match about $157,622 at 4% or $105,081 at 6%; with 100% employer match about $118,217 at 4% or $78,811 at 6%.
200617$609,631$57,191$8,170iApproximate average salary by contribution assumption: employee only about $204,254 at 4% or $136,169 at 6%; with 50% employer match about $136,169 at 4% or $90,779 at 6%; with 100% employer match about $102,127 at 4% or $68,085 at 6%.
Retirement Plan-7$609,631$57,191$8,170iApproximate average salary by contribution assumption: employee only about $204,254 at 4% or $136,169 at 6%; with 50% employer match about $136,169 at 4% or $90,779 at 6%; with 100% employer match about $102,127 at 4% or $68,085 at 6%.
200517$480,598$52,099$7,443iApproximate average salary by contribution assumption: employee only about $186,068 at 4% or $124,045 at 6%; with 50% employer match about $124,045 at 4% or $82,697 at 6%; with 100% employer match about $93,034 at 4% or $62,023 at 6%.
Retirement Plan-7$480,598$52,099$7,443iApproximate average salary by contribution assumption: employee only about $186,068 at 4% or $124,045 at 6%; with 50% employer match about $124,045 at 4% or $82,697 at 6%; with 100% employer match about $93,034 at 4% or $62,023 at 6%.
200416$403,709$52,010$8,668iApproximate average salary by contribution assumption: employee only about $216,708 at 4% or $144,472 at 6%; with 50% employer match about $144,472 at 4% or $96,315 at 6%; with 100% employer match about $108,354 at 4% or $72,236 at 6%.
Retirement Plan-6$403,709$52,010$8,668iApproximate average salary by contribution assumption: employee only about $216,708 at 4% or $144,472 at 6%; with 50% employer match about $144,472 at 4% or $96,315 at 6%; with 100% employer match about $108,354 at 4% or $72,236 at 6%.
200316$0$0-
Retirement Plan-6---
200216$212,127$52,760$8,793iApproximate average salary by contribution assumption: employee only about $219,833 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%.
Retirement Plan-6$212,127$52,760$8,793iApproximate average salary by contribution assumption: employee only about $219,833 at 4% or $146,556 at 6%; with 50% employer match about $146,556 at 4% or $97,704 at 6%; with 100% employer match about $109,917 at 4% or $73,278 at 6%.
200117$223,487$48,255$6,894iApproximate average salary by contribution assumption: employee only about $172,339 at 4% or $114,893 at 6%; with 50% employer match about $114,893 at 4% or $76,595 at 6%; with 100% employer match about $86,170 at 4% or $57,446 at 6%.
Retirement Plan-7$223,487$48,255$6,894iApproximate average salary by contribution assumption: employee only about $172,339 at 4% or $114,893 at 6%; with 50% employer match about $114,893 at 4% or $76,595 at 6%; with 100% employer match about $86,170 at 4% or $57,446 at 6%.
200016$203,071$38,676$6,446iApproximate average salary by contribution assumption: employee only about $161,150 at 4% or $107,433 at 6%; with 50% employer match about $107,433 at 4% or $71,622 at 6%; with 100% employer match about $80,575 at 4% or $53,717 at 6%.
Retirement Plan-6$203,071$38,676$6,446iApproximate average salary by contribution assumption: employee only about $161,150 at 4% or $107,433 at 6%; with 50% employer match about $107,433 at 4% or $71,622 at 6%; with 100% employer match about $80,575 at 4% or $53,717 at 6%.
199916$220,544$37,517$6,253iApproximate average salary by contribution assumption: employee only about $156,321 at 4% or $104,214 at 6%; with 50% employer match about $104,214 at 4% or $69,476 at 6%; with 100% employer match about $78,160 at 4% or $52,107 at 6%.
Retirement Plan-6$220,544$37,517$6,253iApproximate average salary by contribution assumption: employee only about $156,321 at 4% or $104,214 at 6%; with 50% employer match about $104,214 at 4% or $69,476 at 6%; with 100% employer match about $78,160 at 4% or $52,107 at 6%.
Steven D. Morton, D.M.D. | EIN 14-1613539 | 2020 Form 5500 Company Profile