Caroline Morrison, M.D. Ltd.
Plan context: Caroline Morrison, M.D. Ltd. Defined Benefit Plan
EIN 36-3900282 • Naperville, IL • 16 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$352,947
2024 Contributions
$104,425
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $352,947 | $104,425 | $20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%. |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 5 | $352,947 | $104,425 | $20,885iApproximate average salary by contribution assumption: employee only about $522,125 at 4% or $348,083 at 6%; with 50% employer match about $348,083 at 4% or $232,056 at 6%; with 100% employer match about $261,063 at 4% or $174,042 at 6%. |
| 2023 | 1 | 5 | $229,000 | $78,645 | $15,729iApproximate average salary by contribution assumption: employee only about $393,225 at 4% or $262,150 at 6%; with 50% employer match about $262,150 at 4% or $174,767 at 6%; with 100% employer match about $196,613 at 4% or $131,075 at 6%. |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 5 | $229,000 | $78,645 | $15,729iApproximate average salary by contribution assumption: employee only about $393,225 at 4% or $262,150 at 6%; with 50% employer match about $262,150 at 4% or $174,767 at 6%; with 100% employer match about $196,613 at 4% or $131,075 at 6%. |
| 2022 | 1 | 5 | $131,532 | $91,373 | $18,275iApproximate average salary by contribution assumption: employee only about $456,865 at 4% or $304,577 at 6%; with 50% employer match about $304,577 at 4% or $203,051 at 6%; with 100% employer match about $228,432 at 4% or $152,288 at 6%. |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 5 | $131,532 | $91,373 | $18,275iApproximate average salary by contribution assumption: employee only about $456,865 at 4% or $304,577 at 6%; with 50% employer match about $304,577 at 4% or $203,051 at 6%; with 100% employer match about $228,432 at 4% or $152,288 at 6%. |
| 2021 | 1 | 5 | $49,562 | $49,188 | $9,838iApproximate average salary by contribution assumption: employee only about $245,940 at 4% or $163,960 at 6%; with 50% employer match about $163,960 at 4% or $109,307 at 6%; with 100% employer match about $122,970 at 4% or $81,980 at 6%. |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 5 | $49,562 | $49,188 | $9,838iApproximate average salary by contribution assumption: employee only about $245,940 at 4% or $163,960 at 6%; with 50% employer match about $163,960 at 4% or $109,307 at 6%; with 100% employer match about $122,970 at 4% or $81,980 at 6%. |
| 2012 | 1 | 0 | $0 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2011 | 1 | 1 | $867,680 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 1 | $867,680 | $0 | - |
| 2010 | 2 | 2 | $906,421 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 2 | $906,421 | $0 | - |
| CAROLINE MORRISON, M.D., LTD. PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2009 | 2 | 2 | $823,286 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 2 | $821,239 | $0 | - |
| CAROLINE MORRISON, M.D., LTD. PROFIT SHARING PLAN | - | 2 | $2,047 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2008 | 1 | 2 | $746,160 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 2 | $746,160 | - | - |
| 2007 | 1 | 2 | $1,007,928 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 2 | $1,007,928 | - | - |
| 2003 | 1 | 1 | $799,390 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 1 | $799,390 | - | - |
| 2002 | 1 | 2 | $693,897 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 2 | $693,897 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 2 | - | - | - |
| 1999 | 1 | 1 | $1,857,882 | $0 | - |
| Caroline Morrison, M.D. Ltd. Defined Benefit Plan | - | 1 | $1,857,882 | - | - |