Civic Intelligence
Filing

Gregory E. Morrison, M.D. Profit Sharing Plan

Gregory E. Morrison, M.D. • EIN 31-1231167 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Up

4 → 5

1 • 25.00%

Assets

Up

$264,708 → $264,751

$43 • 0.02%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$43

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200911$396,448$0-
Gregory E. Morrison, M.D. Profit Sharing Plan-1$396,448--
200810$503,112$0-
Gregory E. Morrison, M.D. Profit Sharing Plan-0$503,112--
200713$786,694$0-
Gregory E. Morrison, M.D. Profit Sharing Plan-3$786,694--
200613$752,948$53,804$17,935iApproximate average salary by contribution assumption: employee only about $448,367 at 4% or $298,911 at 6%; with 50% employer match about $298,911 at 4% or $199,274 at 6%; with 100% employer match about $224,183 at 4% or $149,456 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-3$752,948$53,804$17,935iApproximate average salary by contribution assumption: employee only about $448,367 at 4% or $298,911 at 6%; with 50% employer match about $298,911 at 4% or $199,274 at 6%; with 100% employer match about $224,183 at 4% or $149,456 at 6%.
200513$616,050$39,485$13,162iApproximate average salary by contribution assumption: employee only about $329,042 at 4% or $219,361 at 6%; with 50% employer match about $219,361 at 4% or $146,241 at 6%; with 100% employer match about $164,521 at 4% or $109,681 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-3$616,050$39,485$13,162iApproximate average salary by contribution assumption: employee only about $329,042 at 4% or $219,361 at 6%; with 50% employer match about $219,361 at 4% or $146,241 at 6%; with 100% employer match about $164,521 at 4% or $109,681 at 6%.
200413$541,749$47,523$15,841iApproximate average salary by contribution assumption: employee only about $396,025 at 4% or $264,017 at 6%; with 50% employer match about $264,017 at 4% or $176,011 at 6%; with 100% employer match about $198,013 at 4% or $132,008 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-3$541,749$47,523$15,841iApproximate average salary by contribution assumption: employee only about $396,025 at 4% or $264,017 at 6%; with 50% employer match about $264,017 at 4% or $176,011 at 6%; with 100% employer match about $198,013 at 4% or $132,008 at 6%.
200323$445,011$44,775$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-3$445,011$44,775$14,925iApproximate average salary by contribution assumption: employee only about $373,125 at 4% or $248,750 at 6%; with 50% employer match about $248,750 at 4% or $165,833 at 6%; with 100% employer match about $186,563 at 4% or $124,375 at 6%.
Gregory E. Morrison, M.D. Pension Plan-0---
200224$334,243$46,057$11,514iApproximate average salary by contribution assumption: employee only about $287,856 at 4% or $191,904 at 6%; with 50% employer match about $191,904 at 4% or $127,936 at 6%; with 100% employer match about $143,928 at 4% or $95,952 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-4$246,503$31,976$7,994iApproximate average salary by contribution assumption: employee only about $199,850 at 4% or $133,233 at 6%; with 50% employer match about $133,233 at 4% or $88,822 at 6%; with 100% employer match about $99,925 at 4% or $66,617 at 6%.
Gregory E. Morrison, M.D. Pension Plan-4$87,740$14,081$3,520iApproximate average salary by contribution assumption: employee only about $88,006 at 4% or $58,671 at 6%; with 50% employer match about $58,671 at 4% or $39,114 at 6%; with 100% employer match about $44,003 at 4% or $29,335 at 6%.
200124$342,799$41,075$10,269iApproximate average salary by contribution assumption: employee only about $256,719 at 4% or $171,146 at 6%; with 50% employer match about $171,146 at 4% or $114,097 at 6%; with 100% employer match about $128,359 at 4% or $85,573 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-4$256,531$28,865$7,216iApproximate average salary by contribution assumption: employee only about $180,406 at 4% or $120,271 at 6%; with 50% employer match about $120,271 at 4% or $80,181 at 6%; with 100% employer match about $90,203 at 4% or $60,135 at 6%.
Gregory E. Morrison, M.D. Pension Plan-4$86,268$12,210$3,053iApproximate average salary by contribution assumption: employee only about $76,313 at 4% or $50,875 at 6%; with 50% employer match about $50,875 at 4% or $33,917 at 6%; with 100% employer match about $38,156 at 4% or $25,438 at 6%.
200025$349,246$35,679$7,136iApproximate average salary by contribution assumption: employee only about $178,395 at 4% or $118,930 at 6%; with 50% employer match about $118,930 at 4% or $79,287 at 6%; with 100% employer match about $89,198 at 4% or $59,465 at 6%.
Gregory E. Morrison, M.D. Profit Sharing PlanCurrent5$264,751$23,226$4,645iApproximate average salary by contribution assumption: employee only about $116,130 at 4% or $77,420 at 6%; with 50% employer match about $77,420 at 4% or $51,613 at 6%; with 100% employer match about $58,065 at 4% or $38,710 at 6%.
Gregory E. Morrison, M.D. Pension Plan-5$84,495$12,453$2,491iApproximate average salary by contribution assumption: employee only about $62,265 at 4% or $41,510 at 6%; with 50% employer match about $41,510 at 4% or $27,673 at 6%; with 100% employer match about $31,133 at 4% or $20,755 at 6%.
199924$342,024$33,735$8,434iApproximate average salary by contribution assumption: employee only about $210,844 at 4% or $140,563 at 6%; with 50% employer match about $140,563 at 4% or $93,708 at 6%; with 100% employer match about $105,422 at 4% or $70,281 at 6%.
Gregory E. Morrison, M.D. Profit Sharing Plan-4$264,708$22,454$5,614iApproximate average salary by contribution assumption: employee only about $140,338 at 4% or $93,558 at 6%; with 50% employer match about $93,558 at 4% or $62,372 at 6%; with 100% employer match about $70,169 at 4% or $46,779 at 6%.
Gregory E. Morrison, M.D. Pension Plan-4$77,316$11,281$2,820iApproximate average salary by contribution assumption: employee only about $70,506 at 4% or $47,004 at 6%; with 50% employer match about $47,004 at 4% or $31,336 at 6%; with 100% employer match about $35,253 at 4% or $23,502 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$264,751$43 change

Balance Sheet

Beginning and end of plan year.

Total assets$264,708$264,751Increase +$43 (0.02%)
Total liabilities$0$0No change $0
Net assets$264,708$264,751Increase +$43 (0.02%)

Contributions

Employer contributions$23,226
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$43
Total expenses$0
Net income$43
Source fields
Schedule I source fields
Filing Id
84037032087302
Schedule I EIN
31-1231167
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$264,708
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$264,708
Small plan total assets at end of year
$264,751
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$264,751
Small plan employer contributions
$23,226
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-23,183
Small plan total income
$43
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$43
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$25,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0