Civic Intelligence

Norman J. Ullom-Morse

Plan context: Norman Ullom-Morse Profit Sharing Plan and Trust

EIN 31-1419758 • Westerville, OH • 20 filings • 3 plans

140 Commerce Park DriveSuite BWesterville, OH 43082-7935
Current Snapshot

Latest Year

2016

2016 Participants

4

2016 Assets

$338,159

2016 Contributions

$3,140

Historical Graphs

Total Assets Over Time

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

$895,121$447,561$0199920092015YearValue
$338,159Latest year 2015

Participants Over Time

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

420199920082015YearValue
4Latest year 2015

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
201610$0$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-0$0--
201514$338,159$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-4$338,159--
201414$338,564$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-4$338,564--
201314$353,975$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-4$353,975--
201214$398,463$3,140$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$398,463$3,140$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
201114$517,649$5,485$1,371iApproximate average salary by contribution assumption: employee only about $34,281 at 4% or $22,854 at 6%; with 50% employer match about $22,854 at 4% or $15,236 at 6%; with 100% employer match about $17,141 at 4% or $11,427 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$517,649$5,485$1,371iApproximate average salary by contribution assumption: employee only about $34,281 at 4% or $22,854 at 6%; with 50% employer match about $22,854 at 4% or $15,236 at 6%; with 100% employer match about $17,141 at 4% or $11,427 at 6%.
201014$653,243$6,778$1,695iApproximate average salary by contribution assumption: employee only about $42,363 at 4% or $28,242 at 6%; with 50% employer match about $28,242 at 4% or $18,828 at 6%; with 100% employer match about $21,181 at 4% or $14,121 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$653,243$6,778$1,695iApproximate average salary by contribution assumption: employee only about $42,363 at 4% or $28,242 at 6%; with 50% employer match about $28,242 at 4% or $18,828 at 6%; with 100% employer match about $21,181 at 4% or $14,121 at 6%.
200914$813,794$17,986$4,497iApproximate average salary by contribution assumption: employee only about $112,413 at 4% or $74,942 at 6%; with 50% employer match about $74,942 at 4% or $49,961 at 6%; with 100% employer match about $56,206 at 4% or $37,471 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$813,794$17,986$4,497iApproximate average salary by contribution assumption: employee only about $112,413 at 4% or $74,942 at 6%; with 50% employer match about $74,942 at 4% or $49,961 at 6%; with 100% employer match about $56,206 at 4% or $37,471 at 6%.
200814$0$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-4---
200713$0$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-3---
200614$895,121$79,525$19,881iApproximate average salary by contribution assumption: employee only about $497,031 at 4% or $331,354 at 6%; with 50% employer match about $331,354 at 4% or $220,903 at 6%; with 100% employer match about $248,516 at 4% or $165,677 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$895,121$79,525$19,881iApproximate average salary by contribution assumption: employee only about $497,031 at 4% or $331,354 at 6%; with 50% employer match about $331,354 at 4% or $220,903 at 6%; with 100% employer match about $248,516 at 4% or $165,677 at 6%.
200514$739,942$41,765$10,441iApproximate average salary by contribution assumption: employee only about $261,031 at 4% or $174,021 at 6%; with 50% employer match about $174,021 at 4% or $116,014 at 6%; with 100% employer match about $130,516 at 4% or $87,010 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$739,942$41,765$10,441iApproximate average salary by contribution assumption: employee only about $261,031 at 4% or $174,021 at 6%; with 50% employer match about $174,021 at 4% or $116,014 at 6%; with 100% employer match about $130,516 at 4% or $87,010 at 6%.
200414$672,557$25,018$6,255iApproximate average salary by contribution assumption: employee only about $156,363 at 4% or $104,242 at 6%; with 50% employer match about $104,242 at 4% or $69,494 at 6%; with 100% employer match about $78,181 at 4% or $52,121 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$672,557$25,018$6,255iApproximate average salary by contribution assumption: employee only about $156,363 at 4% or $104,242 at 6%; with 50% employer match about $104,242 at 4% or $69,494 at 6%; with 100% employer match about $78,181 at 4% or $52,121 at 6%.
200313$606,331$16,307$5,436iApproximate average salary by contribution assumption: employee only about $135,892 at 4% or $90,594 at 6%; with 50% employer match about $90,594 at 4% or $60,396 at 6%; with 100% employer match about $67,946 at 4% or $45,297 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-3$606,331$16,307$5,436iApproximate average salary by contribution assumption: employee only about $135,892 at 4% or $90,594 at 6%; with 50% employer match about $90,594 at 4% or $60,396 at 6%; with 100% employer match about $67,946 at 4% or $45,297 at 6%.
200124$0$0-
Norman Ullom-Morse Profit Sharing Plan and Trust-4---
Norman Ullom-Morse Money Purchase Pension Plan and Trust-4---
200024$642,201$20,872$5,218iApproximate average salary by contribution assumption: employee only about $130,450 at 4% or $86,967 at 6%; with 50% employer match about $86,967 at 4% or $57,978 at 6%; with 100% employer match about $65,225 at 4% or $43,483 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-4$577,257--
Norman Ullom-Morse Money Purchase Pension Plan and Trust-4$64,944$20,872$5,218iApproximate average salary by contribution assumption: employee only about $130,450 at 4% or $86,967 at 6%; with 50% employer match about $86,967 at 4% or $57,978 at 6%; with 100% employer match about $65,225 at 4% or $43,483 at 6%.
199922$682,910$34,900$17,450iApproximate average salary by contribution assumption: employee only about $436,250 at 4% or $290,833 at 6%; with 50% employer match about $290,833 at 4% or $193,889 at 6%; with 100% employer match about $218,125 at 4% or $145,417 at 6%.
Norman Ullom-Morse Profit Sharing Plan and Trust-2$634,930$19,028$9,514iApproximate average salary by contribution assumption: employee only about $237,850 at 4% or $158,567 at 6%; with 50% employer match about $158,567 at 4% or $105,711 at 6%; with 100% employer match about $118,925 at 4% or $79,283 at 6%.
Norman Ullom-Morse Money Purchase Pension Plan and Trust-2$47,980$15,872$7,936iApproximate average salary by contribution assumption: employee only about $198,400 at 4% or $132,267 at 6%; with 50% employer match about $132,267 at 4% or $88,178 at 6%; with 100% employer match about $99,200 at 4% or $66,133 at 6%.