Civic Intelligence

Steven W Morse Inc.

Plan context: Steven W Morse Inc Retirement Trust

EIN 38-2642996 • Ann Arbor, MI • 26 filings • 2 plans

3680 W LibertyAnn Arbor, MI 48103
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,600,432

2024 Contributions

$37,255

Historical Graphs

Total Assets Over Time

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

$2,176,569$1,088,285$0199920142024YearValue
$1,600,432Latest year 2024

Participants Over Time

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

320199920122024YearValue
2Latest year 2024

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
202412$1,600,432$37,255$18,628iApproximate average salary by contribution assumption: employee only about $465,688 at 4% or $310,458 at 6%; with 50% employer match about $310,458 at 4% or $206,972 at 6%; with 100% employer match about $232,844 at 4% or $155,229 at 6%.
Steven W Morse Inc Retirement Trust-2$1,600,432$37,255$18,628iApproximate average salary by contribution assumption: employee only about $465,688 at 4% or $310,458 at 6%; with 50% employer match about $310,458 at 4% or $206,972 at 6%; with 100% employer match about $232,844 at 4% or $155,229 at 6%.
202312$1,477,103$36,546$18,273iApproximate average salary by contribution assumption: employee only about $456,825 at 4% or $304,550 at 6%; with 50% employer match about $304,550 at 4% or $203,033 at 6%; with 100% employer match about $228,413 at 4% or $152,275 at 6%.
Steven W Morse Inc Retirement Trust-2$1,477,103$36,546$18,273iApproximate average salary by contribution assumption: employee only about $456,825 at 4% or $304,550 at 6%; with 50% employer match about $304,550 at 4% or $203,033 at 6%; with 100% employer match about $228,413 at 4% or $152,275 at 6%.
202212$1,265,147$36,554$18,277iApproximate average salary by contribution assumption: employee only about $456,925 at 4% or $304,617 at 6%; with 50% employer match about $304,617 at 4% or $203,078 at 6%; with 100% employer match about $228,463 at 4% or $152,308 at 6%.
Steven W Morse Inc Retirement Trust-2$1,265,147$36,554$18,277iApproximate average salary by contribution assumption: employee only about $456,925 at 4% or $304,617 at 6%; with 50% employer match about $304,617 at 4% or $203,078 at 6%; with 100% employer match about $228,463 at 4% or $152,308 at 6%.
202113$1,936,666$40,240$13,413iApproximate average salary by contribution assumption: employee only about $335,333 at 4% or $223,556 at 6%; with 50% employer match about $223,556 at 4% or $149,037 at 6%; with 100% employer match about $167,667 at 4% or $111,778 at 6%.
Steven W Morse Inc Retirement Trust-3$1,936,666$40,240$13,413iApproximate average salary by contribution assumption: employee only about $335,333 at 4% or $223,556 at 6%; with 50% employer match about $223,556 at 4% or $149,037 at 6%; with 100% employer match about $167,667 at 4% or $111,778 at 6%.
202013$2,176,569$35,850$11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%.
Steven W Morse Inc Retirement Trust-3$2,176,569$35,850$11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%.
201913$1,232,349$33,281$11,094iApproximate average salary by contribution assumption: employee only about $277,342 at 4% or $184,894 at 6%; with 50% employer match about $184,894 at 4% or $123,263 at 6%; with 100% employer match about $138,671 at 4% or $92,447 at 6%.
Steven W Morse Inc Retirement Trust-3$1,232,349$33,281$11,094iApproximate average salary by contribution assumption: employee only about $277,342 at 4% or $184,894 at 6%; with 50% employer match about $184,894 at 4% or $123,263 at 6%; with 100% employer match about $138,671 at 4% or $92,447 at 6%.
201813$1,169,428$33,485$11,162iApproximate average salary by contribution assumption: employee only about $279,042 at 4% or $186,028 at 6%; with 50% employer match about $186,028 at 4% or $124,019 at 6%; with 100% employer match about $139,521 at 4% or $93,014 at 6%.
Steven W Morse Inc Retirement Trust-3$1,169,428$33,485$11,162iApproximate average salary by contribution assumption: employee only about $279,042 at 4% or $186,028 at 6%; with 50% employer match about $186,028 at 4% or $124,019 at 6%; with 100% employer match about $139,521 at 4% or $93,014 at 6%.
201713$1,262,843$32,337$10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%.
Steven W Morse Inc Retirement Trust-3$1,262,843$32,337$10,779iApproximate average salary by contribution assumption: employee only about $269,475 at 4% or $179,650 at 6%; with 50% employer match about $179,650 at 4% or $119,767 at 6%; with 100% employer match about $134,738 at 4% or $89,825 at 6%.
201613$966,519$32,919$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
Steven W Morse Inc Retirement Trust-3$966,519$32,919$10,973iApproximate average salary by contribution assumption: employee only about $274,325 at 4% or $182,883 at 6%; with 50% employer match about $182,883 at 4% or $121,922 at 6%; with 100% employer match about $137,163 at 4% or $91,442 at 6%.
201513$1,846,482$32,591$10,864iApproximate average salary by contribution assumption: employee only about $271,592 at 4% or $181,061 at 6%; with 50% employer match about $181,061 at 4% or $120,707 at 6%; with 100% employer match about $135,796 at 4% or $90,531 at 6%.
Steven W Morse Inc Retirement Trust-3$1,846,482$32,591$10,864iApproximate average salary by contribution assumption: employee only about $271,592 at 4% or $181,061 at 6%; with 50% employer match about $181,061 at 4% or $120,707 at 6%; with 100% employer match about $135,796 at 4% or $90,531 at 6%.
201413$1,909,785$31,455$10,485iApproximate average salary by contribution assumption: employee only about $262,125 at 4% or $174,750 at 6%; with 50% employer match about $174,750 at 4% or $116,500 at 6%; with 100% employer match about $131,063 at 4% or $87,375 at 6%.
Steven W Morse Inc Retirement Trust-3$1,909,785$31,455$10,485iApproximate average salary by contribution assumption: employee only about $262,125 at 4% or $174,750 at 6%; with 50% employer match about $174,750 at 4% or $116,500 at 6%; with 100% employer match about $131,063 at 4% or $87,375 at 6%.
201313$0$0-
Steven W Morse Inc Retirement Trust-3---
201213$1,648,165$31,384$10,461iApproximate average salary by contribution assumption: employee only about $261,533 at 4% or $174,356 at 6%; with 50% employer match about $174,356 at 4% or $116,237 at 6%; with 100% employer match about $130,767 at 4% or $87,178 at 6%.
Steven W Morse Inc Retirement Trust-3$1,648,165$31,384$10,461iApproximate average salary by contribution assumption: employee only about $261,533 at 4% or $174,356 at 6%; with 50% employer match about $174,356 at 4% or $116,237 at 6%; with 100% employer match about $130,767 at 4% or $87,178 at 6%.
201113$1,556,364$31,602$10,534iApproximate average salary by contribution assumption: employee only about $263,350 at 4% or $175,567 at 6%; with 50% employer match about $175,567 at 4% or $117,044 at 6%; with 100% employer match about $131,675 at 4% or $87,783 at 6%.
Steven W Morse Inc Retirement Trust-3$1,556,364$31,602$10,534iApproximate average salary by contribution assumption: employee only about $263,350 at 4% or $175,567 at 6%; with 50% employer match about $175,567 at 4% or $117,044 at 6%; with 100% employer match about $131,675 at 4% or $87,783 at 6%.
201013$1,447,687$509,936$169,979iApproximate average salary by contribution assumption: employee only about $4,249,467 at 4% or $2,832,978 at 6%; with 50% employer match about $2,832,978 at 4% or $1,888,652 at 6%; with 100% employer match about $2,124,733 at 4% or $1,416,489 at 6%.
Steven W Morse Inc Retirement Trust-3$1,447,687$509,936$169,979iApproximate average salary by contribution assumption: employee only about $4,249,467 at 4% or $2,832,978 at 6%; with 50% employer match about $2,832,978 at 4% or $1,888,652 at 6%; with 100% employer match about $2,124,733 at 4% or $1,416,489 at 6%.
200912$855,192$31,830$15,915iApproximate average salary by contribution assumption: employee only about $397,875 at 4% or $265,250 at 6%; with 50% employer match about $265,250 at 4% or $176,833 at 6%; with 100% employer match about $198,938 at 4% or $132,625 at 6%.
Steven W Morse Inc Retirement Trust-2$855,192$31,830$15,915iApproximate average salary by contribution assumption: employee only about $397,875 at 4% or $265,250 at 6%; with 50% employer match about $265,250 at 4% or $176,833 at 6%; with 100% employer match about $198,938 at 4% or $132,625 at 6%.
200812$801,247$31,934$15,967iApproximate average salary by contribution assumption: employee only about $399,175 at 4% or $266,117 at 6%; with 50% employer match about $266,117 at 4% or $177,411 at 6%; with 100% employer match about $199,588 at 4% or $133,058 at 6%.
Steven W Morse Inc Retirement Trust-2$801,247$31,934$15,967iApproximate average salary by contribution assumption: employee only about $399,175 at 4% or $266,117 at 6%; with 50% employer match about $266,117 at 4% or $177,411 at 6%; with 100% employer match about $199,588 at 4% or $133,058 at 6%.
200712$0$0-
Steven W Morse Inc Retirement Trust-2---
200612$567,334$181,964$90,982iApproximate average salary by contribution assumption: employee only about $2,274,550 at 4% or $1,516,367 at 6%; with 50% employer match about $1,516,367 at 4% or $1,010,911 at 6%; with 100% employer match about $1,137,275 at 4% or $758,183 at 6%.
Steven W Morse Inc Retirement Trust-2$567,334$181,964$90,982iApproximate average salary by contribution assumption: employee only about $2,274,550 at 4% or $1,516,367 at 6%; with 50% employer match about $1,516,367 at 4% or $1,010,911 at 6%; with 100% employer match about $1,137,275 at 4% or $758,183 at 6%.
200512$412,878$38,906$19,453iApproximate average salary by contribution assumption: employee only about $486,325 at 4% or $324,217 at 6%; with 50% employer match about $324,217 at 4% or $216,144 at 6%; with 100% employer match about $243,163 at 4% or $162,108 at 6%.
Steven W Morse Inc Retirement Trust-2$412,878$38,906$19,453iApproximate average salary by contribution assumption: employee only about $486,325 at 4% or $324,217 at 6%; with 50% employer match about $324,217 at 4% or $216,144 at 6%; with 100% employer match about $243,163 at 4% or $162,108 at 6%.
200412$237,913$31,439$15,720iApproximate average salary by contribution assumption: employee only about $392,988 at 4% or $261,992 at 6%; with 50% employer match about $261,992 at 4% or $174,661 at 6%; with 100% employer match about $196,494 at 4% or $130,996 at 6%.
Steven W Morse Inc Retirement Trust-2$237,913$31,439$15,720iApproximate average salary by contribution assumption: employee only about $392,988 at 4% or $261,992 at 6%; with 50% employer match about $261,992 at 4% or $174,661 at 6%; with 100% employer match about $196,494 at 4% or $130,996 at 6%.
200313$201,501$44,665$14,888iApproximate average salary by contribution assumption: employee only about $372,208 at 4% or $248,139 at 6%; with 50% employer match about $248,139 at 4% or $165,426 at 6%; with 100% employer match about $186,104 at 4% or $124,069 at 6%.
Steven W Morse Inc Retirement Trust-3$201,501$44,665$14,888iApproximate average salary by contribution assumption: employee only about $372,208 at 4% or $248,139 at 6%; with 50% employer match about $248,139 at 4% or $165,426 at 6%; with 100% employer match about $186,104 at 4% or $124,069 at 6%.
200212$140,399$35,909$17,955iApproximate average salary by contribution assumption: employee only about $448,863 at 4% or $299,242 at 6%; with 50% employer match about $299,242 at 4% or $199,494 at 6%; with 100% employer match about $224,431 at 4% or $149,621 at 6%.
Steven W Morse Inc Retirement Trust-2$140,399$35,909$17,955iApproximate average salary by contribution assumption: employee only about $448,863 at 4% or $299,242 at 6%; with 50% employer match about $299,242 at 4% or $199,494 at 6%; with 100% employer match about $224,431 at 4% or $149,621 at 6%.
200112$0$0-
Steven W Morse Inc Retirement Trust-2---
200012$0$0-
Steven W Morse Inc Retirement Trust-2---
199912$110,452$18,450$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.
Steven W Morse Inc Retirement Trust-2$110,452$18,450$9,225iApproximate average salary by contribution assumption: employee only about $230,625 at 4% or $153,750 at 6%; with 50% employer match about $153,750 at 4% or $102,500 at 6%; with 100% employer match about $115,313 at 4% or $76,875 at 6%.