Civic Intelligence

Robert S. Morrison, D.D.S. Inc.

Plan context: Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan

EIN 33-0119106 • Newport Beach, CA • 28 filings • 3 plans

901 Aleppo StreetNewport Beach, CA 92660
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,475,510

2017 Contributions

$140,165

Historical Graphs

Total Assets Over Time

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

$1,475,510$737,755$0199920102017YearValue
$1,475,510Latest 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
201713$1,475,510$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$1,475,510$0-
201613$1,289,983$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$1,289,983$0-
201513$1,233,703$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$1,233,703$0-
201413$1,260,368$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$1,260,368$0-
201313$1,224,596$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$1,224,596$0-
201213$986,917$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$986,917$0-
201113$866,192$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$866,192$0-
201014$880,246$140,165$35,041iApproximate average salary by contribution assumption: employee only about $876,031 at 4% or $584,021 at 6%; with 50% employer match about $584,021 at 4% or $389,347 at 6%; with 100% employer match about $438,016 at 4% or $292,010 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-4$880,246$140,165$35,041iApproximate average salary by contribution assumption: employee only about $876,031 at 4% or $584,021 at 6%; with 50% employer match about $584,021 at 4% or $389,347 at 6%; with 100% employer match about $438,016 at 4% or $292,010 at 6%.
200925$956,013$30,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-5$630,518$0-
ROBERT S. MORRISON, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2$325,495$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200825$0$0-
ROBERT S. MORRISON, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2---
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-5---
200725$0$0-
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-5---
ROBERT S. MORRISON, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2---
200624$1,197,793$72,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-4$919,501$3,395$849iApproximate average salary by contribution assumption: employee only about $21,219 at 4% or $14,146 at 6%; with 50% employer match about $14,146 at 4% or $9,431 at 6%; with 100% employer match about $10,609 at 4% or $7,073 at 6%.
ROBERT S. MORRISON, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2$278,292$68,605$34,303iApproximate average salary by contribution assumption: employee only about $857,563 at 4% or $571,708 at 6%; with 50% employer match about $571,708 at 4% or $381,139 at 6%; with 100% employer match about $428,781 at 4% or $285,854 at 6%.
200523$953,873$80,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$765,098$2,049$683iApproximate average salary by contribution assumption: employee only about $17,075 at 4% or $11,383 at 6%; with 50% employer match about $11,383 at 4% or $7,589 at 6%; with 100% employer match about $8,538 at 4% or $5,692 at 6%.
ROBERT S. MORRISON, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2$188,775$77,951$38,976iApproximate average salary by contribution assumption: employee only about $974,388 at 4% or $649,592 at 6%; with 50% employer match about $649,592 at 4% or $433,061 at 6%; with 100% employer match about $487,194 at 4% or $324,796 at 6%.
200422$798,387$99,400$49,700iApproximate average salary by contribution assumption: employee only about $1,242,500 at 4% or $828,333 at 6%; with 50% employer match about $828,333 at 4% or $552,222 at 6%; with 100% employer match about $621,250 at 4% or $414,167 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-2$693,419--
ROBERT S. MORRISON, D.D.S., INC. DEFINED BENEFIT PENSION PLAN-2$104,968$99,400$49,700iApproximate average salary by contribution assumption: employee only about $1,242,500 at 4% or $828,333 at 6%; with 50% employer match about $828,333 at 4% or $552,222 at 6%; with 100% employer match about $621,250 at 4% or $414,167 at 6%.
200313$621,832$43,040$14,347iApproximate average salary by contribution assumption: employee only about $358,667 at 4% or $239,111 at 6%; with 50% employer match about $239,111 at 4% or $159,407 at 6%; with 100% employer match about $179,333 at 4% or $119,556 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3$621,832$43,040$14,347iApproximate average salary by contribution assumption: employee only about $358,667 at 4% or $239,111 at 6%; with 50% employer match about $239,111 at 4% or $159,407 at 6%; with 100% employer match about $179,333 at 4% or $119,556 at 6%.
200211$477,370$41,013$41,013iApproximate average salary by contribution assumption: employee only about $1,025,325 at 4% or $683,550 at 6%; with 50% employer match about $683,550 at 4% or $455,700 at 6%; with 100% employer match about $512,663 at 4% or $341,775 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-1$477,370$41,013$41,013iApproximate average salary by contribution assumption: employee only about $1,025,325 at 4% or $683,550 at 6%; with 50% employer match about $683,550 at 4% or $455,700 at 6%; with 100% employer match about $512,663 at 4% or $341,775 at 6%.
200122$0$0-
Robert S. Morrison, D.D.S. Inc. Target Benefit Plan-0---
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-2---
200023$247,618$24,795$8,265iApproximate average salary by contribution assumption: employee only about $206,625 at 4% or $137,750 at 6%; with 50% employer match about $137,750 at 4% or $91,833 at 6%; with 100% employer match about $103,313 at 4% or $68,875 at 6%.
Robert S. Morrison, D.D.S. Inc. Target Benefit Plan-3$247,618$24,795$8,265iApproximate average salary by contribution assumption: employee only about $206,625 at 4% or $137,750 at 6%; with 50% employer match about $137,750 at 4% or $91,833 at 6%; with 100% employer match about $103,313 at 4% or $68,875 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-3---
199922$457,048$35,829$17,915iApproximate average salary by contribution assumption: employee only about $447,863 at 4% or $298,575 at 6%; with 50% employer match about $298,575 at 4% or $199,050 at 6%; with 100% employer match about $223,931 at 4% or $149,288 at 6%.
Robert S. Morrison, D.D.S. Inc. Target Benefit Plan-2$248,901$26,473$13,237iApproximate average salary by contribution assumption: employee only about $330,913 at 4% or $220,608 at 6%; with 50% employer match about $220,608 at 4% or $147,072 at 6%; with 100% employer match about $165,456 at 4% or $110,304 at 6%.
Robert S. Morrison, D.D.S. Inc. Profit Sharing Plan-2$208,147$9,356$4,678iApproximate average salary by contribution assumption: employee only about $116,950 at 4% or $77,967 at 6%; with 50% employer match about $77,967 at 4% or $51,978 at 6%; with 100% employer match about $58,475 at 4% or $38,983 at 6%.