Civic Intelligence

B I Morrice MD & D a Heldman MD Inc

Plan context: BI MORRICE AND DA HELDMAN, MD OSMA BENEFIT PLAN

EIN 31-1142175 • Newark, OH • 26 filings • 7 plans

1320 West Main StreetNewark, OH 43055
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$3,853,648

2018 Contributions

$4,185

Historical Graphs

Total Assets Over Time

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

$3,853,648$1,926,824$0199920092017YearValue
$3,853,648Latest year 2017

Participants Over Time

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

530199920082017YearValue
3Latest year 2017

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
201820$0$4,185-
Bryce I Morrice MD Inc Profit Sharing Plan-0---
BI MORRICE AND DA HELDMAN, MD OSMA BENEFIT PLAN-0$0$4,185-
201723$3,853,648$51,006$17,002iApproximate average salary by contribution assumption: employee only about $425,050 at 4% or $283,367 at 6%; with 50% employer match about $283,367 at 4% or $188,911 at 6%; with 100% employer match about $212,525 at 4% or $141,683 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$3,851,128$42,495$14,165iApproximate average salary by contribution assumption: employee only about $354,125 at 4% or $236,083 at 6%; with 50% employer match about $236,083 at 4% or $157,389 at 6%; with 100% employer match about $177,063 at 4% or $118,042 at 6%.
BI MORRICE & DA HELDMAN, MD OSMA BENEFIT PLAN-2$2,520$8,511$4,256iApproximate average salary by contribution assumption: employee only about $106,388 at 4% or $70,925 at 6%; with 50% employer match about $70,925 at 4% or $47,283 at 6%; with 100% employer match about $53,194 at 4% or $35,463 at 6%.
201613$3,845,585$62,191$20,730iApproximate average salary by contribution assumption: employee only about $518,258 at 4% or $345,506 at 6%; with 50% employer match about $345,506 at 4% or $230,337 at 6%; with 100% employer match about $259,129 at 4% or $172,753 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$3,845,585$62,191$20,730iApproximate average salary by contribution assumption: employee only about $518,258 at 4% or $345,506 at 6%; with 50% employer match about $345,506 at 4% or $230,337 at 6%; with 100% employer match about $259,129 at 4% or $172,753 at 6%.
201513$3,570,423$130,972$43,657iApproximate average salary by contribution assumption: employee only about $1,091,433 at 4% or $727,622 at 6%; with 50% employer match about $727,622 at 4% or $485,081 at 6%; with 100% employer match about $545,717 at 4% or $363,811 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$3,570,423$130,972$43,657iApproximate average salary by contribution assumption: employee only about $1,091,433 at 4% or $727,622 at 6%; with 50% employer match about $727,622 at 4% or $485,081 at 6%; with 100% employer match about $545,717 at 4% or $363,811 at 6%.
201413$3,594,309$117,216$39,072iApproximate average salary by contribution assumption: employee only about $976,800 at 4% or $651,200 at 6%; with 50% employer match about $651,200 at 4% or $434,133 at 6%; with 100% employer match about $488,400 at 4% or $325,600 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$3,594,309$117,216$39,072iApproximate average salary by contribution assumption: employee only about $976,800 at 4% or $651,200 at 6%; with 50% employer match about $651,200 at 4% or $434,133 at 6%; with 100% employer match about $488,400 at 4% or $325,600 at 6%.
201313$3,397,405$44,379$14,793iApproximate average salary by contribution assumption: employee only about $369,825 at 4% or $246,550 at 6%; with 50% employer match about $246,550 at 4% or $164,367 at 6%; with 100% employer match about $184,913 at 4% or $123,275 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$3,397,405$44,379$14,793iApproximate average salary by contribution assumption: employee only about $369,825 at 4% or $246,550 at 6%; with 50% employer match about $246,550 at 4% or $164,367 at 6%; with 100% employer match about $184,913 at 4% or $123,275 at 6%.
201213$2,867,228$74,679$24,893iApproximate average salary by contribution assumption: employee only about $622,325 at 4% or $414,883 at 6%; with 50% employer match about $414,883 at 4% or $276,589 at 6%; with 100% employer match about $311,163 at 4% or $207,442 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$2,867,228$74,679$24,893iApproximate average salary by contribution assumption: employee only about $622,325 at 4% or $414,883 at 6%; with 50% employer match about $414,883 at 4% or $276,589 at 6%; with 100% employer match about $311,163 at 4% or $207,442 at 6%.
201112$2,546,081$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-2$2,546,081$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
201013$2,604,838$109,015$36,338iApproximate average salary by contribution assumption: employee only about $908,458 at 4% or $605,639 at 6%; with 50% employer match about $605,639 at 4% or $403,759 at 6%; with 100% employer match about $454,229 at 4% or $302,819 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$2,604,838$109,015$36,338iApproximate average salary by contribution assumption: employee only about $908,458 at 4% or $605,639 at 6%; with 50% employer match about $605,639 at 4% or $403,759 at 6%; with 100% employer match about $454,229 at 4% or $302,819 at 6%.
200913$2,194,615$109,015$36,338iApproximate average salary by contribution assumption: employee only about $908,458 at 4% or $605,639 at 6%; with 50% employer match about $605,639 at 4% or $403,759 at 6%; with 100% employer match about $454,229 at 4% or $302,819 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$2,194,615$109,015$36,338iApproximate average salary by contribution assumption: employee only about $908,458 at 4% or $605,639 at 6%; with 50% employer match about $605,639 at 4% or $403,759 at 6%; with 100% employer match about $454,229 at 4% or $302,819 at 6%.
200813$1,601,900$112,595$37,532iApproximate average salary by contribution assumption: employee only about $938,292 at 4% or $625,528 at 6%; with 50% employer match about $625,528 at 4% or $417,019 at 6%; with 100% employer match about $469,146 at 4% or $312,764 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$1,601,900$112,595$37,532iApproximate average salary by contribution assumption: employee only about $938,292 at 4% or $625,528 at 6%; with 50% employer match about $625,528 at 4% or $417,019 at 6%; with 100% employer match about $469,146 at 4% or $312,764 at 6%.
200713$2,192,697$84,518$28,173iApproximate average salary by contribution assumption: employee only about $704,317 at 4% or $469,544 at 6%; with 50% employer match about $469,544 at 4% or $313,030 at 6%; with 100% employer match about $352,158 at 4% or $234,772 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$2,192,697$84,518$28,173iApproximate average salary by contribution assumption: employee only about $704,317 at 4% or $469,544 at 6%; with 50% employer match about $469,544 at 4% or $313,030 at 6%; with 100% employer match about $352,158 at 4% or $234,772 at 6%.
200613$1,974,338$93,018$31,006iApproximate average salary by contribution assumption: employee only about $775,150 at 4% or $516,767 at 6%; with 50% employer match about $516,767 at 4% or $344,511 at 6%; with 100% employer match about $387,575 at 4% or $258,383 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$1,974,338$93,018$31,006iApproximate average salary by contribution assumption: employee only about $775,150 at 4% or $516,767 at 6%; with 50% employer match about $516,767 at 4% or $344,511 at 6%; with 100% employer match about $387,575 at 4% or $258,383 at 6%.
200513$1,643,596$106,585$35,528iApproximate average salary by contribution assumption: employee only about $888,208 at 4% or $592,139 at 6%; with 50% employer match about $592,139 at 4% or $394,759 at 6%; with 100% employer match about $444,104 at 4% or $296,069 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$1,643,596$106,585$35,528iApproximate average salary by contribution assumption: employee only about $888,208 at 4% or $592,139 at 6%; with 50% employer match about $592,139 at 4% or $394,759 at 6%; with 100% employer match about $444,104 at 4% or $296,069 at 6%.
200413$1,449,740$49,440$16,480iApproximate average salary by contribution assumption: employee only about $412,000 at 4% or $274,667 at 6%; with 50% employer match about $274,667 at 4% or $183,111 at 6%; with 100% employer match about $206,000 at 4% or $137,333 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$1,449,740$49,440$16,480iApproximate average salary by contribution assumption: employee only about $412,000 at 4% or $274,667 at 6%; with 50% employer match about $274,667 at 4% or $183,111 at 6%; with 100% employer match about $206,000 at 4% or $137,333 at 6%.
200323$1,235,577$18,010$6,003iApproximate average salary by contribution assumption: employee only about $150,083 at 4% or $100,056 at 6%; with 50% employer match about $100,056 at 4% or $66,704 at 6%; with 100% employer match about $75,042 at 4% or $50,028 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-3$1,235,577$18,010$6,003iApproximate average salary by contribution assumption: employee only about $150,083 at 4% or $100,056 at 6%; with 50% employer match about $100,056 at 4% or $66,704 at 6%; with 100% employer match about $75,042 at 4% or $50,028 at 6%.
Bryce I Morrice MD Inc Money Purchase Pension Plan-0---
200225$979,171$25,051$5,010iApproximate average salary by contribution assumption: employee only about $125,255 at 4% or $83,503 at 6%; with 50% employer match about $83,503 at 4% or $55,669 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-5$823,272$25,051$5,010iApproximate average salary by contribution assumption: employee only about $125,255 at 4% or $83,503 at 6%; with 50% employer match about $83,503 at 4% or $55,669 at 6%; with 100% employer match about $62,628 at 4% or $41,752 at 6%.
Bryce I Morrice MD Inc Money Purchase Pension Plan-5$155,899--
200115$0$0-
Bryce I Morrice MD Inc Money Purchase Pension Plan-5---
200024$1,177,316$69,920$17,480iApproximate average salary by contribution assumption: employee only about $437,000 at 4% or $291,333 at 6%; with 50% employer match about $291,333 at 4% or $194,222 at 6%; with 100% employer match about $218,500 at 4% or $145,667 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-4$907,511$34,723$8,681iApproximate average salary by contribution assumption: employee only about $217,019 at 4% or $144,679 at 6%; with 50% employer match about $144,679 at 4% or $96,453 at 6%; with 100% employer match about $108,509 at 4% or $72,340 at 6%.
Bryce I Morrice MD Inc Money Purchase Pension Plan-4$269,805$35,197$8,799iApproximate average salary by contribution assumption: employee only about $219,981 at 4% or $146,654 at 6%; with 50% employer match about $146,654 at 4% or $97,769 at 6%; with 100% employer match about $109,991 at 4% or $73,327 at 6%.
199924$1,117,075$70,519$17,630iApproximate average salary by contribution assumption: employee only about $440,744 at 4% or $293,829 at 6%; with 50% employer match about $293,829 at 4% or $195,886 at 6%; with 100% employer match about $220,372 at 4% or $146,915 at 6%.
Bryce I Morrice MD Inc Profit Sharing Plan-4$870,001$37,319$9,330iApproximate average salary by contribution assumption: employee only about $233,244 at 4% or $155,496 at 6%; with 50% employer match about $155,496 at 4% or $103,664 at 6%; with 100% employer match about $116,622 at 4% or $77,748 at 6%.
Bryce I Morrice MD Inc Money Purchase Pension Plan-4$247,074$33,200$8,300iApproximate average salary by contribution assumption: employee only about $207,500 at 4% or $138,333 at 6%; with 50% employer match about $138,333 at 4% or $92,222 at 6%; with 100% employer match about $103,750 at 4% or $69,167 at 6%.