Civic Intelligence

DOCTORS MORRIS & TAYLOR, LTD.

Plan context: Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan

EIN 27-1424424 • Portsmouth, VA • 14 filings • 3 plans

5857 Trucker StreetPortsmouth, VA 23703
Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$4,964,605

2022 Contributions

$3,620

Historical Graphs

Total Assets Over Time

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

$7,241,971$3,620,986$0200920152021YearValue
$4,964,605Latest year 2021

Participants Over Time

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

20100200920152021YearValue
13Latest year 2021

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
202210$0$3,620-
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-0$0$3,620-
2021113$4,964,605$7,450$573iApproximate average salary by contribution assumption: employee only about $14,327 at 4% or $9,551 at 6%; with 50% employer match about $9,551 at 4% or $6,368 at 6%; with 100% employer match about $7,163 at 4% or $4,776 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-13$4,964,605$7,450$573iApproximate average salary by contribution assumption: employee only about $14,327 at 4% or $9,551 at 6%; with 50% employer match about $9,551 at 4% or $6,368 at 6%; with 100% employer match about $7,163 at 4% or $4,776 at 6%.
2020113$4,365,275$8,465$651iApproximate average salary by contribution assumption: employee only about $16,279 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,235 at 6%; with 100% employer match about $8,139 at 4% or $5,426 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-13$4,365,275$8,465$651iApproximate average salary by contribution assumption: employee only about $16,279 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,235 at 6%; with 100% employer match about $8,139 at 4% or $5,426 at 6%.
2019115$4,255,534$6,900$460iApproximate average salary by contribution assumption: employee only about $11,500 at 4% or $7,667 at 6%; with 50% employer match about $7,667 at 4% or $5,111 at 6%; with 100% employer match about $5,750 at 4% or $3,833 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-15$4,255,534$6,900$460iApproximate average salary by contribution assumption: employee only about $11,500 at 4% or $7,667 at 6%; with 50% employer match about $7,667 at 4% or $5,111 at 6%; with 100% employer match about $5,750 at 4% or $3,833 at 6%.
2018115$3,664,336$8,370$558iApproximate average salary by contribution assumption: employee only about $13,950 at 4% or $9,300 at 6%; with 50% employer match about $9,300 at 4% or $6,200 at 6%; with 100% employer match about $6,975 at 4% or $4,650 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-15$3,664,336$8,370$558iApproximate average salary by contribution assumption: employee only about $13,950 at 4% or $9,300 at 6%; with 50% employer match about $9,300 at 4% or $6,200 at 6%; with 100% employer match about $6,975 at 4% or $4,650 at 6%.
2017116$4,009,856$9,365$585iApproximate average salary by contribution assumption: employee only about $14,633 at 4% or $9,755 at 6%; with 50% employer match about $9,755 at 4% or $6,503 at 6%; with 100% employer match about $7,316 at 4% or $4,878 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-16$4,009,856$9,365$585iApproximate average salary by contribution assumption: employee only about $14,633 at 4% or $9,755 at 6%; with 50% employer match about $9,755 at 4% or $6,503 at 6%; with 100% employer match about $7,316 at 4% or $4,878 at 6%.
2016116$3,611,429$10,934$683iApproximate average salary by contribution assumption: employee only about $17,084 at 4% or $11,390 at 6%; with 50% employer match about $11,390 at 4% or $7,593 at 6%; with 100% employer match about $8,542 at 4% or $5,695 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-16$3,611,429$10,934$683iApproximate average salary by contribution assumption: employee only about $17,084 at 4% or $11,390 at 6%; with 50% employer match about $11,390 at 4% or $7,593 at 6%; with 100% employer match about $8,542 at 4% or $5,695 at 6%.
2015117$5,363,970$8,524$501iApproximate average salary by contribution assumption: employee only about $12,535 at 4% or $8,357 at 6%; with 50% employer match about $8,357 at 4% or $5,571 at 6%; with 100% employer match about $6,268 at 4% or $4,178 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-17$5,363,970$8,524$501iApproximate average salary by contribution assumption: employee only about $12,535 at 4% or $8,357 at 6%; with 50% employer match about $8,357 at 4% or $5,571 at 6%; with 100% employer match about $6,268 at 4% or $4,178 at 6%.
2014120$5,842,333$8,305$415iApproximate average salary by contribution assumption: employee only about $10,381 at 4% or $6,921 at 6%; with 50% employer match about $6,921 at 4% or $4,614 at 6%; with 100% employer match about $5,191 at 4% or $3,460 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-20$5,842,333$8,305$415iApproximate average salary by contribution assumption: employee only about $10,381 at 4% or $6,921 at 6%; with 50% employer match about $6,921 at 4% or $4,614 at 6%; with 100% employer match about $5,191 at 4% or $3,460 at 6%.
2013118$7,241,971$10,284$571iApproximate average salary by contribution assumption: employee only about $14,283 at 4% or $9,522 at 6%; with 50% employer match about $9,522 at 4% or $6,348 at 6%; with 100% employer match about $7,142 at 4% or $4,761 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-18$7,241,971$10,284$571iApproximate average salary by contribution assumption: employee only about $14,283 at 4% or $9,522 at 6%; with 50% employer match about $9,522 at 4% or $6,348 at 6%; with 100% employer match about $7,142 at 4% or $4,761 at 6%.
2012118$6,240,696$20,872$1,160iApproximate average salary by contribution assumption: employee only about $28,989 at 4% or $19,326 at 6%; with 50% employer match about $19,326 at 4% or $12,884 at 6%; with 100% employer match about $14,494 at 4% or $9,663 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-18$6,240,696$20,872$1,160iApproximate average salary by contribution assumption: employee only about $28,989 at 4% or $19,326 at 6%; with 50% employer match about $19,326 at 4% or $12,884 at 6%; with 100% employer match about $14,494 at 4% or $9,663 at 6%.
2011120$5,736,333$21,925$1,096iApproximate average salary by contribution assumption: employee only about $27,406 at 4% or $18,271 at 6%; with 50% employer match about $18,271 at 4% or $12,181 at 6%; with 100% employer match about $13,703 at 4% or $9,135 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-20$5,736,333$21,925$1,096iApproximate average salary by contribution assumption: employee only about $27,406 at 4% or $18,271 at 6%; with 50% employer match about $18,271 at 4% or $12,181 at 6%; with 100% employer match about $13,703 at 4% or $9,135 at 6%.
2010120$5,801,418$51,299$2,565iApproximate average salary by contribution assumption: employee only about $64,124 at 4% or $42,749 at 6%; with 50% employer match about $42,749 at 4% or $28,499 at 6%; with 100% employer match about $32,062 at 4% or $21,375 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-20$5,801,418$51,299$2,565iApproximate average salary by contribution assumption: employee only about $64,124 at 4% or $42,749 at 6%; with 50% employer match about $42,749 at 4% or $28,499 at 6%; with 100% employer match about $32,062 at 4% or $21,375 at 6%.
2009120$5,134,883$53,200$2,660iApproximate average salary by contribution assumption: employee only about $66,500 at 4% or $44,333 at 6%; with 50% employer match about $44,333 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.
Drs. Morris & Taylor Ltd. 401K Profit Sharing Plan-20$5,134,883$53,200$2,660iApproximate average salary by contribution assumption: employee only about $66,500 at 4% or $44,333 at 6%; with 50% employer match about $44,333 at 4% or $29,556 at 6%; with 100% employer match about $33,250 at 4% or $22,167 at 6%.