Civic Intelligence

Ann E Morton

Plan context: Ann E Morton 401(K) Profit Sharing Plan & Trust

EIN 27-1214900 • Macedon, NY • 13 filings • 2 plans

1215 Macedon Center RdMacedon, NY 14502-9301
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$12,277

2025 Contributions

$500

Historical Graphs

Total Assets Over Time

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

$12,277$6,139$0201320192025YearValue
$12,277Latest year 2025

Participants Over Time

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

110201320192025YearValue
1Latest year 2025

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
202511$12,277$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$12,277$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
202411$10,236$510$510iApproximate average salary by contribution assumption: employee only about $12,750 at 4% or $8,500 at 6%; with 50% employer match about $8,500 at 4% or $5,667 at 6%; with 100% employer match about $6,375 at 4% or $4,250 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$10,236$510$510iApproximate average salary by contribution assumption: employee only about $12,750 at 4% or $8,500 at 6%; with 50% employer match about $8,500 at 4% or $5,667 at 6%; with 100% employer match about $6,375 at 4% or $4,250 at 6%.
202311$8,406$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$8,406$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
202211$6,494$491$491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,456 at 6%; with 100% employer match about $6,138 at 4% or $4,092 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$6,494$491$491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,456 at 6%; with 100% employer match about $6,138 at 4% or $4,092 at 6%.
202111$7,418$510$510iApproximate average salary by contribution assumption: employee only about $12,750 at 4% or $8,500 at 6%; with 50% employer match about $8,500 at 4% or $5,667 at 6%; with 100% employer match about $6,375 at 4% or $4,250 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$7,418$510$510iApproximate average salary by contribution assumption: employee only about $12,750 at 4% or $8,500 at 6%; with 50% employer match about $8,500 at 4% or $5,667 at 6%; with 100% employer match about $6,375 at 4% or $4,250 at 6%.
202011$5,843$491$491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,456 at 6%; with 100% employer match about $6,138 at 4% or $4,092 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$5,843$491$491iApproximate average salary by contribution assumption: employee only about $12,275 at 4% or $8,183 at 6%; with 50% employer match about $8,183 at 4% or $5,456 at 6%; with 100% employer match about $6,138 at 4% or $4,092 at 6%.
201911$4,320$510$510iApproximate average salary by contribution assumption: employee only about $12,750 at 4% or $8,500 at 6%; with 50% employer match about $8,500 at 4% or $5,667 at 6%; with 100% employer match about $6,375 at 4% or $4,250 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$4,320$510$510iApproximate average salary by contribution assumption: employee only about $12,750 at 4% or $8,500 at 6%; with 50% employer match about $8,500 at 4% or $5,667 at 6%; with 100% employer match about $6,375 at 4% or $4,250 at 6%.
201811$3,051$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$3,051$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201711$2,710$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$2,710$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201611$1,881$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$1,881$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201511$1,272$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$1,272$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201411$780$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$780$500$500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%.
201311$232$221$221iApproximate average salary by contribution assumption: employee only about $5,525 at 4% or $3,683 at 6%; with 50% employer match about $3,683 at 4% or $2,456 at 6%; with 100% employer match about $2,763 at 4% or $1,842 at 6%.
Ann E Morton 401(K) Profit Sharing Plan & Trust-1$232$221$221iApproximate average salary by contribution assumption: employee only about $5,525 at 4% or $3,683 at 6%; with 50% employer match about $3,683 at 4% or $2,456 at 6%; with 100% employer match about $2,763 at 4% or $1,842 at 6%.