Civic Intelligence

Morris & Co. CPA PC

Plan context: Morris & Co. CPA PC Retirement Plan

EIN 20-1970842 • 11 filings • 6 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$2,246,263

2008 Contributions

$250,500

Historical Graphs

Total Assets Over Time

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

$2,786,553$1,393,277$0200520072008YearValue
$2,246,263Latest year 2008

Participants Over Time

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

630200520072008YearValue
1Latest year 2008

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
200821$2,246,263$250,500$250,500iApproximate average salary by contribution assumption: employee only about $6,262,500 at 4% or $4,175,000 at 6%; with 50% employer match about $4,175,000 at 4% or $2,783,333 at 6%; with 100% employer match about $3,131,250 at 4% or $2,087,500 at 6%.
Morris & Co. CPA PC Retirement Plan-1$1,353,917$20,500$20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%.
MORRIS & CO. CPA PC DEFINED BENEFIT PENSION PLAN-1$892,346$230,000$230,000iApproximate average salary by contribution assumption: employee only about $5,750,000 at 4% or $3,833,333 at 6%; with 50% employer match about $3,833,333 at 4% or $2,555,556 at 6%; with 100% employer match about $2,875,000 at 4% or $1,916,667 at 6%.
200732$2,786,553$225,442$112,721iApproximate average salary by contribution assumption: employee only about $2,818,025 at 4% or $1,878,683 at 6%; with 50% employer match about $1,878,683 at 4% or $1,252,456 at 6%; with 100% employer match about $1,409,013 at 4% or $939,342 at 6%.
Morris & Co. CPA PC Retirement Plan-2$1,700,465$27,560$13,780iApproximate average salary by contribution assumption: employee only about $344,500 at 4% or $229,667 at 6%; with 50% employer match about $229,667 at 4% or $153,111 at 6%; with 100% employer match about $172,250 at 4% or $114,833 at 6%.
MORRIS & CO CPA PC DEFINED BENEFIT PLAN-1$1,086,088$197,882$197,882iApproximate average salary by contribution assumption: employee only about $4,947,050 at 4% or $3,298,033 at 6%; with 50% employer match about $3,298,033 at 4% or $2,198,689 at 6%; with 100% employer match about $2,473,525 at 4% or $1,649,017 at 6%.
Morris & Co., CPA PC Profit Sharing Plan-0---
200631$2,456,805$102,912$102,912iApproximate average salary by contribution assumption: employee only about $2,572,800 at 4% or $1,715,200 at 6%; with 50% employer match about $1,715,200 at 4% or $1,143,467 at 6%; with 100% employer match about $1,286,400 at 4% or $857,600 at 6%.
Morris & Co. CPA PC Retirement Plan-1$1,549,754$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
MORRIS & CO CPA PC DEFINED BENEFIT PLAN-1$907,046$82,912$82,912iApproximate average salary by contribution assumption: employee only about $2,072,800 at 4% or $1,381,867 at 6%; with 50% employer match about $1,381,867 at 4% or $921,244 at 6%; with 100% employer match about $1,036,400 at 4% or $690,933 at 6%.
Morris & Co., CPA PC Profit Sharing Plan-0$5--
200536$2,171,744$864,980$144,163iApproximate average salary by contribution assumption: employee only about $3,604,083 at 4% or $2,402,722 at 6%; with 50% employer match about $2,402,722 at 4% or $1,601,815 at 6%; with 100% employer match about $1,802,042 at 4% or $1,201,361 at 6%.
Morris & Co. CPA PC Retirement Plan-6$1,322,175$685,467$114,245iApproximate average salary by contribution assumption: employee only about $2,856,113 at 4% or $1,904,075 at 6%; with 50% employer match about $1,904,075 at 4% or $1,269,383 at 6%; with 100% employer match about $1,428,056 at 4% or $952,038 at 6%.
GOLDSTEIN & MORRIS DEFINED BENEFIT PLAN-3$810,787$171,067$57,022iApproximate average salary by contribution assumption: employee only about $1,425,558 at 4% or $950,372 at 6%; with 50% employer match about $950,372 at 4% or $633,581 at 6%; with 100% employer match about $712,779 at 4% or $475,186 at 6%.
Morris & Co., CPA PC Profit Sharing Plan-3$38,782$8,446$2,815iApproximate average salary by contribution assumption: employee only about $70,383 at 4% or $46,922 at 6%; with 50% employer match about $46,922 at 4% or $31,281 at 6%; with 100% employer match about $35,192 at 4% or $23,461 at 6%.