Civic Intelligence

Drs Morton Davis Michael Kotli

Plan context: Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust

EIN 52-0936808 • New Market, MD • 14 filings • 4 plans

164 W Main St Ste BNew Market, MD 21774-6279
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$485,081

2021 Contributions

$52,725

Historical Graphs

Total Assets Over Time

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

$485,081$242,541$0200920152021YearValue
$485,081Latest year 2021

Participants Over Time

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

420200720152021YearValue
2Latest year 2021

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
202112$485,081$52,725$26,363iApproximate average salary by contribution assumption: employee only about $659,063 at 4% or $439,375 at 6%; with 50% employer match about $439,375 at 4% or $292,917 at 6%; with 100% employer match about $329,531 at 4% or $219,688 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$485,081$52,725$26,363iApproximate average salary by contribution assumption: employee only about $659,063 at 4% or $439,375 at 6%; with 50% employer match about $439,375 at 4% or $292,917 at 6%; with 100% employer match about $329,531 at 4% or $219,688 at 6%.
202012$417,834$56,818$28,409iApproximate average salary by contribution assumption: employee only about $710,225 at 4% or $473,483 at 6%; with 50% employer match about $473,483 at 4% or $315,656 at 6%; with 100% employer match about $355,113 at 4% or $236,742 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$417,834$56,818$28,409iApproximate average salary by contribution assumption: employee only about $710,225 at 4% or $473,483 at 6%; with 50% employer match about $473,483 at 4% or $315,656 at 6%; with 100% employer match about $355,113 at 4% or $236,742 at 6%.
201913$325,973$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-3$325,973$53,000$17,667iApproximate average salary by contribution assumption: employee only about $441,667 at 4% or $294,444 at 6%; with 50% employer match about $294,444 at 4% or $196,296 at 6%; with 100% employer match about $220,833 at 4% or $147,222 at 6%.
201812$250,941$48,396$24,198iApproximate average salary by contribution assumption: employee only about $604,950 at 4% or $403,300 at 6%; with 50% employer match about $403,300 at 4% or $268,867 at 6%; with 100% employer match about $302,475 at 4% or $201,650 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$250,941$48,396$24,198iApproximate average salary by contribution assumption: employee only about $604,950 at 4% or $403,300 at 6%; with 50% employer match about $403,300 at 4% or $268,867 at 6%; with 100% employer match about $302,475 at 4% or $201,650 at 6%.
201712$210,635$50,120$25,060iApproximate average salary by contribution assumption: employee only about $626,500 at 4% or $417,667 at 6%; with 50% employer match about $417,667 at 4% or $278,444 at 6%; with 100% employer match about $313,250 at 4% or $208,833 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$210,635$50,120$25,060iApproximate average salary by contribution assumption: employee only about $626,500 at 4% or $417,667 at 6%; with 50% employer match about $417,667 at 4% or $278,444 at 6%; with 100% employer match about $313,250 at 4% or $208,833 at 6%.
201612$151,618$31,860$15,930iApproximate average salary by contribution assumption: employee only about $398,250 at 4% or $265,500 at 6%; with 50% employer match about $265,500 at 4% or $177,000 at 6%; with 100% employer match about $199,125 at 4% or $132,750 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$151,618$31,860$15,930iApproximate average salary by contribution assumption: employee only about $398,250 at 4% or $265,500 at 6%; with 50% employer match about $265,500 at 4% or $177,000 at 6%; with 100% employer match about $199,125 at 4% or $132,750 at 6%.
201512$118,002$39,380$19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$118,002$39,380$19,690iApproximate average salary by contribution assumption: employee only about $492,250 at 4% or $328,167 at 6%; with 50% employer match about $328,167 at 4% or $218,778 at 6%; with 100% employer match about $246,125 at 4% or $164,083 at 6%.
201412$79,594$37,736$18,868iApproximate average salary by contribution assumption: employee only about $471,700 at 4% or $314,467 at 6%; with 50% employer match about $314,467 at 4% or $209,644 at 6%; with 100% employer match about $235,850 at 4% or $157,233 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$79,594$37,736$18,868iApproximate average salary by contribution assumption: employee only about $471,700 at 4% or $314,467 at 6%; with 50% employer match about $314,467 at 4% or $209,644 at 6%; with 100% employer match about $235,850 at 4% or $157,233 at 6%.
201312$41,807$10,681$5,341iApproximate average salary by contribution assumption: employee only about $133,513 at 4% or $89,008 at 6%; with 50% employer match about $89,008 at 4% or $59,339 at 6%; with 100% employer match about $66,756 at 4% or $44,504 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-2$41,807$10,681$5,341iApproximate average salary by contribution assumption: employee only about $133,513 at 4% or $89,008 at 6%; with 50% employer match about $89,008 at 4% or $59,339 at 6%; with 100% employer match about $66,756 at 4% or $44,504 at 6%.
201213$44,988$9,609$3,203iApproximate average salary by contribution assumption: employee only about $80,075 at 4% or $53,383 at 6%; with 50% employer match about $53,383 at 4% or $35,589 at 6%; with 100% employer match about $40,038 at 4% or $26,692 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-3$44,988$9,609$3,203iApproximate average salary by contribution assumption: employee only about $80,075 at 4% or $53,383 at 6%; with 50% employer match about $53,383 at 4% or $35,589 at 6%; with 100% employer match about $40,038 at 4% or $26,692 at 6%.
201114$40,442$8,663$2,166iApproximate average salary by contribution assumption: employee only about $54,144 at 4% or $36,096 at 6%; with 50% employer match about $36,096 at 4% or $24,064 at 6%; with 100% employer match about $27,072 at 4% or $18,048 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-4$40,442$8,663$2,166iApproximate average salary by contribution assumption: employee only about $54,144 at 4% or $36,096 at 6%; with 50% employer match about $36,096 at 4% or $24,064 at 6%; with 100% employer match about $27,072 at 4% or $18,048 at 6%.
201014$32,740$9,892$2,473iApproximate average salary by contribution assumption: employee only about $61,825 at 4% or $41,217 at 6%; with 50% employer match about $41,217 at 4% or $27,478 at 6%; with 100% employer match about $30,913 at 4% or $20,608 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-4$32,740$9,892$2,473iApproximate average salary by contribution assumption: employee only about $61,825 at 4% or $41,217 at 6%; with 50% employer match about $41,217 at 4% or $27,478 at 6%; with 100% employer match about $30,913 at 4% or $20,608 at 6%.
200913$21,608$9,056$3,019iApproximate average salary by contribution assumption: employee only about $75,467 at 4% or $50,311 at 6%; with 50% employer match about $50,311 at 4% or $33,541 at 6%; with 100% employer match about $37,733 at 4% or $25,156 at 6%.
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-3$21,608$9,056$3,019iApproximate average salary by contribution assumption: employee only about $75,467 at 4% or $50,311 at 6%; with 50% employer match about $50,311 at 4% or $33,541 at 6%; with 100% employer match about $37,733 at 4% or $25,156 at 6%.
200713$0$0-
Drs Morton Davis Michael Kotli 401 K Profit Sharing Plan Trust-3---