Civic Intelligence

Mark V. Morrell, D.D.S., M.S., P.A.

Plan context: ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN

EIN 43-1717053 • St. Louis, MO • 21 filings • 7 plans

13352 Conway RoadSt. Louis, MO 63141
Current Snapshot

Latest Year

2017

2017 Participants

8

2017 Assets

$585,583

2017 Contributions

$9,821

Historical Graphs

Total Assets Over Time

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

$2,080,799$1,040,400$0199920082016YearValue
$585,583Latest year 2016

Participants Over Time

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

1050199920072016YearValue
8Latest year 2016

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
201710$0$9,821-
ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN-0$0$9,821-
201618$585,583$113,750$14,219iApproximate average salary by contribution assumption: employee only about $355,469 at 4% or $236,979 at 6%; with 50% employer match about $236,979 at 4% or $157,986 at 6%; with 100% employer match about $177,734 at 4% or $118,490 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN-8$585,583$113,750$14,219iApproximate average salary by contribution assumption: employee only about $355,469 at 4% or $236,979 at 6%; with 50% employer match about $236,979 at 4% or $157,986 at 6%; with 100% employer match about $177,734 at 4% or $118,490 at 6%.
201518$415,916$112,448$14,056iApproximate average salary by contribution assumption: employee only about $351,400 at 4% or $234,267 at 6%; with 50% employer match about $234,267 at 4% or $156,178 at 6%; with 100% employer match about $175,700 at 4% or $117,133 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN-8$415,916$112,448$14,056iApproximate average salary by contribution assumption: employee only about $351,400 at 4% or $234,267 at 6%; with 50% employer match about $234,267 at 4% or $156,178 at 6%; with 100% employer match about $175,700 at 4% or $117,133 at 6%.
2014110$319,806$109,810$10,981iApproximate average salary by contribution assumption: employee only about $274,525 at 4% or $183,017 at 6%; with 50% employer match about $183,017 at 4% or $122,011 at 6%; with 100% employer match about $137,263 at 4% or $91,508 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN-10$319,806$109,810$10,981iApproximate average salary by contribution assumption: employee only about $274,525 at 4% or $183,017 at 6%; with 50% employer match about $183,017 at 4% or $122,011 at 6%; with 100% employer match about $137,263 at 4% or $91,508 at 6%.
2013110$208,280$109,150$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN-10$208,280$109,150$10,915iApproximate average salary by contribution assumption: employee only about $272,875 at 4% or $181,917 at 6%; with 50% employer match about $181,917 at 4% or $121,278 at 6%; with 100% employer match about $136,438 at 4% or $90,958 at 6%.
2012110$88,046$88,046$8,805iApproximate average salary by contribution assumption: employee only about $220,115 at 4% or $146,743 at 6%; with 50% employer match about $146,743 at 4% or $97,829 at 6%; with 100% employer match about $110,058 at 4% or $73,372 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN-10$88,046$88,046$8,805iApproximate average salary by contribution assumption: employee only about $220,115 at 4% or $146,743 at 6%; with 50% employer match about $146,743 at 4% or $97,829 at 6%; with 100% employer match about $110,058 at 4% or $73,372 at 6%.
201110$0$0-
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PLAN-0$0$0-
2010110$2,080,799$0-
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PLAN-10$2,080,799$0-
2009110$2,028,114$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PLAN-10$2,028,114$120,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
200817$1,845,995$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PLAN-7$1,845,995$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
200718$0$0-
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PLAN-8---
200617$1,378,983$199,940$28,563iApproximate average salary by contribution assumption: employee only about $714,071 at 4% or $476,048 at 6%; with 50% employer match about $476,048 at 4% or $317,365 at 6%; with 100% employer match about $357,036 at 4% or $238,024 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PENSION PLAN-7$1,378,983$199,940$28,563iApproximate average salary by contribution assumption: employee only about $714,071 at 4% or $476,048 at 6%; with 50% employer match about $476,048 at 4% or $317,365 at 6%; with 100% employer match about $357,036 at 4% or $238,024 at 6%.
200518$1,141,038$224,149$28,019iApproximate average salary by contribution assumption: employee only about $700,466 at 4% or $466,977 at 6%; with 50% employer match about $466,977 at 4% or $311,318 at 6%; with 100% employer match about $350,233 at 4% or $233,489 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PENSION PLAN-8$1,141,038$224,149$28,019iApproximate average salary by contribution assumption: employee only about $700,466 at 4% or $466,977 at 6%; with 50% employer match about $466,977 at 4% or $311,318 at 6%; with 100% employer match about $350,233 at 4% or $233,489 at 6%.
200416$911,079$188,658$31,443iApproximate average salary by contribution assumption: employee only about $786,075 at 4% or $524,050 at 6%; with 50% employer match about $524,050 at 4% or $349,367 at 6%; with 100% employer match about $393,038 at 4% or $262,025 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PENSION PLAN-6$911,079$188,658$31,443iApproximate average salary by contribution assumption: employee only about $786,075 at 4% or $524,050 at 6%; with 50% employer match about $524,050 at 4% or $349,367 at 6%; with 100% employer match about $393,038 at 4% or $262,025 at 6%.
200318$726,566$219,000$27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PENSION PLAN-8$726,566$219,000$27,375iApproximate average salary by contribution assumption: employee only about $684,375 at 4% or $456,250 at 6%; with 50% employer match about $456,250 at 4% or $304,167 at 6%; with 100% employer match about $342,188 at 4% or $228,125 at 6%.
200219$479,612$205,421$22,825iApproximate average salary by contribution assumption: employee only about $570,614 at 4% or $380,409 at 6%; with 50% employer match about $380,409 at 4% or $253,606 at 6%; with 100% employer match about $285,307 at 4% or $190,205 at 6%.
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PENSION PLAN-9$479,612$205,421$22,825iApproximate average salary by contribution assumption: employee only about $570,614 at 4% or $380,409 at 6%; with 50% employer match about $380,409 at 4% or $253,606 at 6%; with 100% employer match about $285,307 at 4% or $190,205 at 6%.
200126$314,601$132,933$22,156iApproximate average salary by contribution assumption: employee only about $553,888 at 4% or $369,258 at 6%; with 50% employer match about $369,258 at 4% or $246,172 at 6%; with 100% employer match about $276,944 at 4% or $184,629 at 6%.
ST CHARLES COUNTY ORTHODONTICS PC DEFINED BENEFIT PENSION PLAN-6$314,601$132,933$22,156iApproximate average salary by contribution assumption: employee only about $553,888 at 4% or $369,258 at 6%; with 50% employer match about $369,258 at 4% or $246,172 at 6%; with 100% employer match about $276,944 at 4% or $184,629 at 6%.
Mark V. Morrell, D.D.S., M.S., P.A. Money Purchase Pension Plan-0---
200027$0$0-
Mark V. Morrell, D.D.S., M.S., P.A. Money Purchase Pension Plan-7---
ST. CHARLES COUNTY ORTHODONTICS, PC DEFINED BENEFIT PENSION PLAN-7---
199912$229,633$26,475$13,238iApproximate average salary by contribution assumption: employee only about $330,938 at 4% or $220,625 at 6%; with 50% employer match about $220,625 at 4% or $147,083 at 6%; with 100% employer match about $165,469 at 4% or $110,313 at 6%.
Mark V. Morrell, D.D.S., M.S., P.A. Money Purchase Pension Plan-2$229,633$26,475$13,238iApproximate average salary by contribution assumption: employee only about $330,938 at 4% or $220,625 at 6%; with 50% employer match about $220,625 at 4% or $147,083 at 6%; with 100% employer match about $165,469 at 4% or $110,313 at 6%.