Civic Intelligence

Colin a. Morton, Dds

Plan context: Colin a. Morton, Dds 401(K) Plan

EIN 14-1834403 • Ballston Lake, NY • 23 filings • 6 plans

1 Rosell DriveBallston Lake, NY 12019
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,176,445

2024 Contributions

$85,439

Historical Graphs

Total Assets Over Time

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

$2,176,445$1,088,223$0200220142024YearValue
$2,176,445Latest year 2024

Participants Over Time

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

740200220142024YearValue
6Latest 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
202416$2,176,445$85,439$14,240iApproximate average salary by contribution assumption: employee only about $355,996 at 4% or $237,331 at 6%; with 50% employer match about $237,331 at 4% or $158,220 at 6%; with 100% employer match about $177,998 at 4% or $118,665 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$2,176,445$85,439$14,240iApproximate average salary by contribution assumption: employee only about $355,996 at 4% or $237,331 at 6%; with 50% employer match about $237,331 at 4% or $158,220 at 6%; with 100% employer match about $177,998 at 4% or $118,665 at 6%.
202316$1,834,684$83,082$13,847iApproximate average salary by contribution assumption: employee only about $346,175 at 4% or $230,783 at 6%; with 50% employer match about $230,783 at 4% or $153,856 at 6%; with 100% employer match about $173,088 at 4% or $115,392 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$1,834,684$83,082$13,847iApproximate average salary by contribution assumption: employee only about $346,175 at 4% or $230,783 at 6%; with 50% employer match about $230,783 at 4% or $153,856 at 6%; with 100% employer match about $173,088 at 4% or $115,392 at 6%.
202217$1,735,514$79,587$11,370iApproximate average salary by contribution assumption: employee only about $284,239 at 4% or $189,493 at 6%; with 50% employer match about $189,493 at 4% or $126,329 at 6%; with 100% employer match about $142,120 at 4% or $94,746 at 6%.
Colin a. Morton, Dds 401(K) Plan-7$1,735,514$79,587$11,370iApproximate average salary by contribution assumption: employee only about $284,239 at 4% or $189,493 at 6%; with 50% employer match about $189,493 at 4% or $126,329 at 6%; with 100% employer match about $142,120 at 4% or $94,746 at 6%.
202116$2,027,914$91,332$15,222iApproximate average salary by contribution assumption: employee only about $380,550 at 4% or $253,700 at 6%; with 50% employer match about $253,700 at 4% or $169,133 at 6%; with 100% employer match about $190,275 at 4% or $126,850 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$2,027,914$91,332$15,222iApproximate average salary by contribution assumption: employee only about $380,550 at 4% or $253,700 at 6%; with 50% employer match about $253,700 at 4% or $169,133 at 6%; with 100% employer match about $190,275 at 4% or $126,850 at 6%.
202015$1,698,744$67,508$13,502iApproximate average salary by contribution assumption: employee only about $337,540 at 4% or $225,027 at 6%; with 50% employer match about $225,027 at 4% or $150,018 at 6%; with 100% employer match about $168,770 at 4% or $112,513 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$1,698,744$67,508$13,502iApproximate average salary by contribution assumption: employee only about $337,540 at 4% or $225,027 at 6%; with 50% employer match about $225,027 at 4% or $150,018 at 6%; with 100% employer match about $168,770 at 4% or $112,513 at 6%.
201915$1,384,286$71,095$14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$1,384,286$71,095$14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%.
201815$1,080,359$62,580$12,516iApproximate average salary by contribution assumption: employee only about $312,900 at 4% or $208,600 at 6%; with 50% employer match about $208,600 at 4% or $139,067 at 6%; with 100% employer match about $156,450 at 4% or $104,300 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$1,080,359$62,580$12,516iApproximate average salary by contribution assumption: employee only about $312,900 at 4% or $208,600 at 6%; with 50% employer match about $208,600 at 4% or $139,067 at 6%; with 100% employer match about $156,450 at 4% or $104,300 at 6%.
201715$1,081,233$59,531$11,906iApproximate average salary by contribution assumption: employee only about $297,655 at 4% or $198,437 at 6%; with 50% employer match about $198,437 at 4% or $132,291 at 6%; with 100% employer match about $148,828 at 4% or $99,218 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$1,081,233$59,531$11,906iApproximate average salary by contribution assumption: employee only about $297,655 at 4% or $198,437 at 6%; with 50% employer match about $198,437 at 4% or $132,291 at 6%; with 100% employer match about $148,828 at 4% or $99,218 at 6%.
201615$857,802$47,495$9,499iApproximate average salary by contribution assumption: employee only about $237,475 at 4% or $158,317 at 6%; with 50% employer match about $158,317 at 4% or $105,544 at 6%; with 100% employer match about $118,738 at 4% or $79,158 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$857,802$47,495$9,499iApproximate average salary by contribution assumption: employee only about $237,475 at 4% or $158,317 at 6%; with 50% employer match about $158,317 at 4% or $105,544 at 6%; with 100% employer match about $118,738 at 4% or $79,158 at 6%.
201515$753,667$47,063$9,413iApproximate average salary by contribution assumption: employee only about $235,315 at 4% or $156,877 at 6%; with 50% employer match about $156,877 at 4% or $104,584 at 6%; with 100% employer match about $117,658 at 4% or $78,438 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$753,667$47,063$9,413iApproximate average salary by contribution assumption: employee only about $235,315 at 4% or $156,877 at 6%; with 50% employer match about $156,877 at 4% or $104,584 at 6%; with 100% employer match about $117,658 at 4% or $78,438 at 6%.
201416$698,862$45,371$7,562iApproximate average salary by contribution assumption: employee only about $189,046 at 4% or $126,031 at 6%; with 50% employer match about $126,031 at 4% or $84,020 at 6%; with 100% employer match about $94,523 at 4% or $63,015 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$698,862$45,371$7,562iApproximate average salary by contribution assumption: employee only about $189,046 at 4% or $126,031 at 6%; with 50% employer match about $126,031 at 4% or $84,020 at 6%; with 100% employer match about $94,523 at 4% or $63,015 at 6%.
201315$618,416$42,769$8,554iApproximate average salary by contribution assumption: employee only about $213,845 at 4% or $142,563 at 6%; with 50% employer match about $142,563 at 4% or $95,042 at 6%; with 100% employer match about $106,922 at 4% or $71,282 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$618,416$42,769$8,554iApproximate average salary by contribution assumption: employee only about $213,845 at 4% or $142,563 at 6%; with 50% employer match about $142,563 at 4% or $95,042 at 6%; with 100% employer match about $106,922 at 4% or $71,282 at 6%.
201215$476,977$40,288$8,058iApproximate average salary by contribution assumption: employee only about $201,440 at 4% or $134,293 at 6%; with 50% employer match about $134,293 at 4% or $89,529 at 6%; with 100% employer match about $100,720 at 4% or $67,147 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$476,977$40,288$8,058iApproximate average salary by contribution assumption: employee only about $201,440 at 4% or $134,293 at 6%; with 50% employer match about $134,293 at 4% or $89,529 at 6%; with 100% employer match about $100,720 at 4% or $67,147 at 6%.
201115$384,165$37,716$7,543iApproximate average salary by contribution assumption: employee only about $188,580 at 4% or $125,720 at 6%; with 50% employer match about $125,720 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%.
Colin a. Morton, Dds 401(K) Plan-5$384,165$37,716$7,543iApproximate average salary by contribution assumption: employee only about $188,580 at 4% or $125,720 at 6%; with 50% employer match about $125,720 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%.
201016$354,604$41,940$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$354,604$41,940$6,990iApproximate average salary by contribution assumption: employee only about $174,750 at 4% or $116,500 at 6%; with 50% employer match about $116,500 at 4% or $77,667 at 6%; with 100% employer match about $87,375 at 4% or $58,250 at 6%.
200926$467,940$92,710$15,452iApproximate average salary by contribution assumption: employee only about $386,292 at 4% or $257,528 at 6%; with 50% employer match about $257,528 at 4% or $171,685 at 6%; with 100% employer match about $193,146 at 4% or $128,764 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$286,402$46,561$7,760iApproximate average salary by contribution assumption: employee only about $194,004 at 4% or $129,336 at 6%; with 50% employer match about $129,336 at 4% or $86,224 at 6%; with 100% employer match about $97,002 at 4% or $64,668 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$181,538$46,149$7,692iApproximate average salary by contribution assumption: employee only about $192,288 at 4% or $128,192 at 6%; with 50% employer match about $128,192 at 4% or $85,461 at 6%; with 100% employer match about $96,144 at 4% or $64,096 at 6%.
200714$219,917$38,153$9,538iApproximate average salary by contribution assumption: employee only about $238,456 at 4% or $158,971 at 6%; with 50% employer match about $158,971 at 4% or $105,981 at 6%; with 100% employer match about $119,228 at 4% or $79,485 at 6%.
Colin a. Morton, Dds 401(K) Plan-4$219,917$38,153$9,538iApproximate average salary by contribution assumption: employee only about $238,456 at 4% or $158,971 at 6%; with 50% employer match about $158,971 at 4% or $105,981 at 6%; with 100% employer match about $119,228 at 4% or $79,485 at 6%.
200616$183,097$40,242$6,707iApproximate average salary by contribution assumption: employee only about $167,675 at 4% or $111,783 at 6%; with 50% employer match about $111,783 at 4% or $74,522 at 6%; with 100% employer match about $83,838 at 4% or $55,892 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$183,097$40,242$6,707iApproximate average salary by contribution assumption: employee only about $167,675 at 4% or $111,783 at 6%; with 50% employer match about $111,783 at 4% or $74,522 at 6%; with 100% employer match about $83,838 at 4% or $55,892 at 6%.
200516$121,656$34,714$5,786iApproximate average salary by contribution assumption: employee only about $144,642 at 4% or $96,428 at 6%; with 50% employer match about $96,428 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$121,656$34,714$5,786iApproximate average salary by contribution assumption: employee only about $144,642 at 4% or $96,428 at 6%; with 50% employer match about $96,428 at 4% or $64,285 at 6%; with 100% employer match about $72,321 at 4% or $48,214 at 6%.
200416$86,097$30,761$5,127iApproximate average salary by contribution assumption: employee only about $128,171 at 4% or $85,447 at 6%; with 50% employer match about $85,447 at 4% or $56,965 at 6%; with 100% employer match about $64,085 at 4% or $42,724 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$86,097$30,761$5,127iApproximate average salary by contribution assumption: employee only about $128,171 at 4% or $85,447 at 6%; with 50% employer match about $85,447 at 4% or $56,965 at 6%; with 100% employer match about $64,085 at 4% or $42,724 at 6%.
200317$52,577$29,163$4,166iApproximate average salary by contribution assumption: employee only about $104,154 at 4% or $69,436 at 6%; with 50% employer match about $69,436 at 4% or $46,290 at 6%; with 100% employer match about $52,077 at 4% or $34,718 at 6%.
Colin a. Morton, Dds 401(K) Plan-7$52,577$29,163$4,166iApproximate average salary by contribution assumption: employee only about $104,154 at 4% or $69,436 at 6%; with 50% employer match about $69,436 at 4% or $46,290 at 6%; with 100% employer match about $52,077 at 4% or $34,718 at 6%.
200216$20,216$22,487$3,748iApproximate average salary by contribution assumption: employee only about $93,696 at 4% or $62,464 at 6%; with 50% employer match about $62,464 at 4% or $41,643 at 6%; with 100% employer match about $46,848 at 4% or $31,232 at 6%.
Colin a. Morton, Dds 401(K) Plan-6$20,216$22,487$3,748iApproximate average salary by contribution assumption: employee only about $93,696 at 4% or $62,464 at 6%; with 50% employer match about $62,464 at 4% or $41,643 at 6%; with 100% employer match about $46,848 at 4% or $31,232 at 6%.