Civic Intelligence

Gerald R. Mortimer

Plan context: Gerald R. Mortimer Inc. Profit Sharing Plan

EIN 34-1593959 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

4

2005 Assets

$450,912

2005 Contributions

$25,311

Historical Graphs

Total Assets Over Time

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

$450,912$225,456$0199920022004YearValue
$450,912Latest year 2004

Participants Over Time

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

950199920022004YearValue
4Latest year 2004

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
200510$0$0-
Gerald R. Mortimer Inc. Profit Sharing Plan-0---
200414$450,912$25,311$6,328iApproximate average salary by contribution assumption: employee only about $158,194 at 4% or $105,463 at 6%; with 50% employer match about $105,463 at 4% or $70,308 at 6%; with 100% employer match about $79,097 at 4% or $52,731 at 6%.
Gerald R. Mortimer Inc. Profit Sharing Plan-4$450,912$25,311$6,328iApproximate average salary by contribution assumption: employee only about $158,194 at 4% or $105,463 at 6%; with 50% employer match about $105,463 at 4% or $70,308 at 6%; with 100% employer match about $79,097 at 4% or $52,731 at 6%.
200313$386,818$27,930$9,310iApproximate average salary by contribution assumption: employee only about $232,750 at 4% or $155,167 at 6%; with 50% employer match about $155,167 at 4% or $103,444 at 6%; with 100% employer match about $116,375 at 4% or $77,583 at 6%.
Gerald R. Mortimer Inc. Profit Sharing Plan-3$386,818$27,930$9,310iApproximate average salary by contribution assumption: employee only about $232,750 at 4% or $155,167 at 6%; with 50% employer match about $155,167 at 4% or $103,444 at 6%; with 100% employer match about $116,375 at 4% or $77,583 at 6%.
200215$313,924$29,445$5,889iApproximate average salary by contribution assumption: employee only about $147,225 at 4% or $98,150 at 6%; with 50% employer match about $98,150 at 4% or $65,433 at 6%; with 100% employer match about $73,613 at 4% or $49,075 at 6%.
Gerald R. Mortimer Inc. Profit Sharing Plan-5$313,924$29,445$5,889iApproximate average salary by contribution assumption: employee only about $147,225 at 4% or $98,150 at 6%; with 50% employer match about $98,150 at 4% or $65,433 at 6%; with 100% employer match about $73,613 at 4% or $49,075 at 6%.
200115$335,884$32,487$6,497iApproximate average salary by contribution assumption: employee only about $162,435 at 4% or $108,290 at 6%; with 50% employer match about $108,290 at 4% or $72,193 at 6%; with 100% employer match about $81,218 at 4% or $54,145 at 6%.
Gerald R. Mortimer Inc. Profit Sharing Plan-5$335,884$32,487$6,497iApproximate average salary by contribution assumption: employee only about $162,435 at 4% or $108,290 at 6%; with 50% employer match about $108,290 at 4% or $72,193 at 6%; with 100% employer match about $81,218 at 4% or $54,145 at 6%.
200016$345,910$32,487$5,415iApproximate average salary by contribution assumption: employee only about $135,363 at 4% or $90,242 at 6%; with 50% employer match about $90,242 at 4% or $60,161 at 6%; with 100% employer match about $67,681 at 4% or $45,121 at 6%.
Gerald R. Mortimer Inc. Profit Sharing Plan-6$345,910$32,487$5,415iApproximate average salary by contribution assumption: employee only about $135,363 at 4% or $90,242 at 6%; with 50% employer match about $90,242 at 4% or $60,161 at 6%; with 100% employer match about $67,681 at 4% or $45,121 at 6%.
199919$278,811$123,152$13,684iApproximate average salary by contribution assumption: employee only about $342,089 at 4% or $228,059 at 6%; with 50% employer match about $228,059 at 4% or $152,040 at 6%; with 100% employer match about $171,044 at 4% or $114,030 at 6%.
Gerald R. Mortimer Inc. Profit Sharing Plan-9$278,811$123,152$13,684iApproximate average salary by contribution assumption: employee only about $342,089 at 4% or $228,059 at 6%; with 50% employer match about $228,059 at 4% or $152,040 at 6%; with 100% employer match about $171,044 at 4% or $114,030 at 6%.