Civic Intelligence

Ra Morton & Associates

Plan context: Ra Morton Profit Sharing Plan

EIN 41-1442017 • St. Cloud, MN • 14 filings • 4 plans

3315 Roosevelt RoadSuite 100St. Cloud, MN 56301
Current Snapshot

Latest Year

2018

2018 Participants

16

2018 Assets

$1,251,319

2018 Contributions

$146,867

Historical Graphs

Total Assets Over Time

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

$1,251,319$625,660$0199920132018YearValue
$1,251,319Latest year 2018

Participants Over Time

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

1680199920122018YearValue
16Latest year 2018

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
2018116$1,251,319$146,867$9,179iApproximate average salary by contribution assumption: employee only about $229,480 at 4% or $152,986 at 6%; with 50% employer match about $152,986 at 4% or $101,991 at 6%; with 100% employer match about $114,740 at 4% or $76,493 at 6%.
Ra Morton Profit Sharing Plan-16$1,251,319$146,867$9,179iApproximate average salary by contribution assumption: employee only about $229,480 at 4% or $152,986 at 6%; with 50% employer match about $152,986 at 4% or $101,991 at 6%; with 100% employer match about $114,740 at 4% or $76,493 at 6%.
2017116$1,223,821$144,203$9,013iApproximate average salary by contribution assumption: employee only about $225,317 at 4% or $150,211 at 6%; with 50% employer match about $150,211 at 4% or $100,141 at 6%; with 100% employer match about $112,659 at 4% or $75,106 at 6%.
Ra Morton Profit Sharing Plan-16$1,223,821$144,203$9,013iApproximate average salary by contribution assumption: employee only about $225,317 at 4% or $150,211 at 6%; with 50% employer match about $150,211 at 4% or $100,141 at 6%; with 100% employer match about $112,659 at 4% or $75,106 at 6%.
2016116$884,394$136,605$8,538iApproximate average salary by contribution assumption: employee only about $213,445 at 4% or $142,297 at 6%; with 50% employer match about $142,297 at 4% or $94,865 at 6%; with 100% employer match about $106,723 at 4% or $71,148 at 6%.
Ra Morton Profit Sharing Plan-16$884,394$136,605$8,538iApproximate average salary by contribution assumption: employee only about $213,445 at 4% or $142,297 at 6%; with 50% employer match about $142,297 at 4% or $94,865 at 6%; with 100% employer match about $106,723 at 4% or $71,148 at 6%.
2015113$705,902$110,624$8,510iApproximate average salary by contribution assumption: employee only about $212,738 at 4% or $141,826 at 6%; with 50% employer match about $141,826 at 4% or $94,550 at 6%; with 100% employer match about $106,369 at 4% or $70,913 at 6%.
Ra Morton Profit Sharing Plan-13$705,902$110,624$8,510iApproximate average salary by contribution assumption: employee only about $212,738 at 4% or $141,826 at 6%; with 50% employer match about $141,826 at 4% or $94,550 at 6%; with 100% employer match about $106,369 at 4% or $70,913 at 6%.
2014112$596,602$82,187$6,849iApproximate average salary by contribution assumption: employee only about $171,223 at 4% or $114,149 at 6%; with 50% employer match about $114,149 at 4% or $76,099 at 6%; with 100% employer match about $85,611 at 4% or $57,074 at 6%.
Ra Morton Profit Sharing Plan-12$596,602$82,187$6,849iApproximate average salary by contribution assumption: employee only about $171,223 at 4% or $114,149 at 6%; with 50% employer match about $114,149 at 4% or $76,099 at 6%; with 100% employer match about $85,611 at 4% or $57,074 at 6%.
2013110$500,058$53,514$5,351iApproximate average salary by contribution assumption: employee only about $133,785 at 4% or $89,190 at 6%; with 50% employer match about $89,190 at 4% or $59,460 at 6%; with 100% employer match about $66,893 at 4% or $44,595 at 6%.
Ra Morton Profit Sharing Plan-10$500,058$53,514$5,351iApproximate average salary by contribution assumption: employee only about $133,785 at 4% or $89,190 at 6%; with 50% employer match about $89,190 at 4% or $59,460 at 6%; with 100% employer match about $66,893 at 4% or $44,595 at 6%.
201219$386,167$47,629$5,292iApproximate average salary by contribution assumption: employee only about $132,303 at 4% or $88,202 at 6%; with 50% employer match about $88,202 at 4% or $58,801 at 6%; with 100% employer match about $66,151 at 4% or $44,101 at 6%.
Ra Morton Profit Sharing Plan-9$386,167$47,629$5,292iApproximate average salary by contribution assumption: employee only about $132,303 at 4% or $88,202 at 6%; with 50% employer match about $88,202 at 4% or $58,801 at 6%; with 100% employer match about $66,151 at 4% or $44,101 at 6%.
2011112$384,235$47,018$3,918iApproximate average salary by contribution assumption: employee only about $97,954 at 4% or $65,303 at 6%; with 50% employer match about $65,303 at 4% or $43,535 at 6%; with 100% employer match about $48,977 at 4% or $32,651 at 6%.
Ra Morton Profit Sharing Plan-12$384,235$47,018$3,918iApproximate average salary by contribution assumption: employee only about $97,954 at 4% or $65,303 at 6%; with 50% employer match about $65,303 at 4% or $43,535 at 6%; with 100% employer match about $48,977 at 4% or $32,651 at 6%.
2010113$361,118$57,876$4,452iApproximate average salary by contribution assumption: employee only about $111,300 at 4% or $74,200 at 6%; with 50% employer match about $74,200 at 4% or $49,467 at 6%; with 100% employer match about $55,650 at 4% or $37,100 at 6%.
Ra Morton Profit Sharing Plan-13$361,118$57,876$4,452iApproximate average salary by contribution assumption: employee only about $111,300 at 4% or $74,200 at 6%; with 50% employer match about $74,200 at 4% or $49,467 at 6%; with 100% employer match about $55,650 at 4% or $37,100 at 6%.
2009114$308,078$75,589$5,399iApproximate average salary by contribution assumption: employee only about $134,980 at 4% or $89,987 at 6%; with 50% employer match about $89,987 at 4% or $59,991 at 6%; with 100% employer match about $67,490 at 4% or $44,993 at 6%.
Ra Morton Profit Sharing Plan-14$308,078$75,589$5,399iApproximate average salary by contribution assumption: employee only about $134,980 at 4% or $89,987 at 6%; with 50% employer match about $89,987 at 4% or $59,991 at 6%; with 100% employer match about $67,490 at 4% or $44,993 at 6%.
2008114$177,212$101,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
Ra Morton Profit Sharing Plan-14$177,212$101,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
2007116$0$0-
Ra Morton Profit Sharing Plan-16---
200110$0$4,118-
Ra Morton Profit Sharing Plan-0-$4,118-
1999114$25,467$23,288$1,663iApproximate average salary by contribution assumption: employee only about $41,586 at 4% or $27,724 at 6%; with 50% employer match about $27,724 at 4% or $18,483 at 6%; with 100% employer match about $20,793 at 4% or $13,862 at 6%.
Ra Morton Profit Sharing Plan-14$25,467$23,288$1,663iApproximate average salary by contribution assumption: employee only about $41,586 at 4% or $27,724 at 6%; with 50% employer match about $27,724 at 4% or $18,483 at 6%; with 100% employer match about $20,793 at 4% or $13,862 at 6%.