Civic Intelligence

Morris Wortman, MD PLLC

Plan context: Morris Wortman, MD PLLC 401(K) Plan

EIN 20-2869940 • Rochester, NY • 16 filings • 2 plans

2020 South Clinton AveRochester, NY 14618
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$1,955,462

2023 Contributions

$50,771

Historical Graphs

Total Assets Over Time

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

$2,197,367$1,098,684$0200820152022YearValue
$1,955,462Latest year 2022

Participants Over Time

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

1370200820162022YearValue
11Latest year 2022

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
202310$0$50,771-
Morris Wortman, MD PLLC 401(K) Plan-0$0$50,771-
2022111$1,955,462$87,953$7,996iApproximate average salary by contribution assumption: employee only about $199,893 at 4% or $133,262 at 6%; with 50% employer match about $133,262 at 4% or $88,841 at 6%; with 100% employer match about $99,947 at 4% or $66,631 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-11$1,955,462$87,953$7,996iApproximate average salary by contribution assumption: employee only about $199,893 at 4% or $133,262 at 6%; with 50% employer match about $133,262 at 4% or $88,841 at 6%; with 100% employer match about $99,947 at 4% or $66,631 at 6%.
2021113$2,197,367$124,807$9,601iApproximate average salary by contribution assumption: employee only about $240,013 at 4% or $160,009 at 6%; with 50% employer match about $160,009 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,004 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-13$2,197,367$124,807$9,601iApproximate average salary by contribution assumption: employee only about $240,013 at 4% or $160,009 at 6%; with 50% employer match about $160,009 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,004 at 6%.
2020113$1,908,930$118,129$9,087iApproximate average salary by contribution assumption: employee only about $227,171 at 4% or $151,447 at 6%; with 50% employer match about $151,447 at 4% or $100,965 at 6%; with 100% employer match about $113,586 at 4% or $75,724 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-13$1,908,930$118,129$9,087iApproximate average salary by contribution assumption: employee only about $227,171 at 4% or $151,447 at 6%; with 50% employer match about $151,447 at 4% or $100,965 at 6%; with 100% employer match about $113,586 at 4% or $75,724 at 6%.
2019113$1,608,558$113,343$8,719iApproximate average salary by contribution assumption: employee only about $217,967 at 4% or $145,312 at 6%; with 50% employer match about $145,312 at 4% or $96,874 at 6%; with 100% employer match about $108,984 at 4% or $72,656 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-13$1,608,558$113,343$8,719iApproximate average salary by contribution assumption: employee only about $217,967 at 4% or $145,312 at 6%; with 50% employer match about $145,312 at 4% or $96,874 at 6%; with 100% employer match about $108,984 at 4% or $72,656 at 6%.
2018113$1,314,210$110,212$8,478iApproximate average salary by contribution assumption: employee only about $211,946 at 4% or $141,297 at 6%; with 50% employer match about $141,297 at 4% or $94,198 at 6%; with 100% employer match about $105,973 at 4% or $70,649 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-13$1,314,210$110,212$8,478iApproximate average salary by contribution assumption: employee only about $211,946 at 4% or $141,297 at 6%; with 50% employer match about $141,297 at 4% or $94,198 at 6%; with 100% employer match about $105,973 at 4% or $70,649 at 6%.
2017113$1,271,086$109,369$8,413iApproximate average salary by contribution assumption: employee only about $210,325 at 4% or $140,217 at 6%; with 50% employer match about $140,217 at 4% or $93,478 at 6%; with 100% employer match about $105,163 at 4% or $70,108 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-13$1,271,086$109,369$8,413iApproximate average salary by contribution assumption: employee only about $210,325 at 4% or $140,217 at 6%; with 50% employer match about $140,217 at 4% or $93,478 at 6%; with 100% employer match about $105,163 at 4% or $70,108 at 6%.
2016112$1,054,475$104,521$8,710iApproximate average salary by contribution assumption: employee only about $217,752 at 4% or $145,168 at 6%; with 50% employer match about $145,168 at 4% or $96,779 at 6%; with 100% employer match about $108,876 at 4% or $72,584 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-12$1,054,475$104,521$8,710iApproximate average salary by contribution assumption: employee only about $217,752 at 4% or $145,168 at 6%; with 50% employer match about $145,168 at 4% or $96,779 at 6%; with 100% employer match about $108,876 at 4% or $72,584 at 6%.
2015112$913,430$109,855$9,155iApproximate average salary by contribution assumption: employee only about $228,865 at 4% or $152,576 at 6%; with 50% employer match about $152,576 at 4% or $101,718 at 6%; with 100% employer match about $114,432 at 4% or $76,288 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-12$913,430$109,855$9,155iApproximate average salary by contribution assumption: employee only about $228,865 at 4% or $152,576 at 6%; with 50% employer match about $152,576 at 4% or $101,718 at 6%; with 100% employer match about $114,432 at 4% or $76,288 at 6%.
2014112$810,033$105,876$8,823iApproximate average salary by contribution assumption: employee only about $220,575 at 4% or $147,050 at 6%; with 50% employer match about $147,050 at 4% or $98,033 at 6%; with 100% employer match about $110,288 at 4% or $73,525 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-12$810,033$105,876$8,823iApproximate average salary by contribution assumption: employee only about $220,575 at 4% or $147,050 at 6%; with 50% employer match about $147,050 at 4% or $98,033 at 6%; with 100% employer match about $110,288 at 4% or $73,525 at 6%.
2013110$671,598$113,093$11,309iApproximate average salary by contribution assumption: employee only about $282,733 at 4% or $188,488 at 6%; with 50% employer match about $188,488 at 4% or $125,659 at 6%; with 100% employer match about $141,366 at 4% or $94,244 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-10$671,598$113,093$11,309iApproximate average salary by contribution assumption: employee only about $282,733 at 4% or $188,488 at 6%; with 50% employer match about $188,488 at 4% or $125,659 at 6%; with 100% employer match about $141,366 at 4% or $94,244 at 6%.
2012111$529,100$123,431$11,221iApproximate average salary by contribution assumption: employee only about $280,525 at 4% or $187,017 at 6%; with 50% employer match about $187,017 at 4% or $124,678 at 6%; with 100% employer match about $140,263 at 4% or $93,508 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-11$529,100$123,431$11,221iApproximate average salary by contribution assumption: employee only about $280,525 at 4% or $187,017 at 6%; with 50% employer match about $187,017 at 4% or $124,678 at 6%; with 100% employer match about $140,263 at 4% or $93,508 at 6%.
2011111$368,432$116,659$10,605iApproximate average salary by contribution assumption: employee only about $265,134 at 4% or $176,756 at 6%; with 50% employer match about $176,756 at 4% or $117,837 at 6%; with 100% employer match about $132,567 at 4% or $88,378 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-11$368,432$116,659$10,605iApproximate average salary by contribution assumption: employee only about $265,134 at 4% or $176,756 at 6%; with 50% employer match about $176,756 at 4% or $117,837 at 6%; with 100% employer match about $132,567 at 4% or $88,378 at 6%.
2010111$269,693$133,480$12,135iApproximate average salary by contribution assumption: employee only about $303,364 at 4% or $202,242 at 6%; with 50% employer match about $202,242 at 4% or $134,828 at 6%; with 100% employer match about $151,682 at 4% or $101,121 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-11$269,693$133,480$12,135iApproximate average salary by contribution assumption: employee only about $303,364 at 4% or $202,242 at 6%; with 50% employer match about $202,242 at 4% or $134,828 at 6%; with 100% employer match about $151,682 at 4% or $101,121 at 6%.
200910$121,874$61,091-
Morris Wortman, MD PLLC 401(K) Plan-0$121,874$61,091-
2008111$44,734$44,312$4,028iApproximate average salary by contribution assumption: employee only about $100,709 at 4% or $67,139 at 6%; with 50% employer match about $67,139 at 4% or $44,760 at 6%; with 100% employer match about $50,355 at 4% or $33,570 at 6%.
Morris Wortman, MD PLLC 401(K) Plan-11$44,734$44,312$4,028iApproximate average salary by contribution assumption: employee only about $100,709 at 4% or $67,139 at 6%; with 50% employer match about $67,139 at 4% or $44,760 at 6%; with 100% employer match about $50,355 at 4% or $33,570 at 6%.