Civic Intelligence

Jerry H. Morris Insurance

Plan context: Jerry H. Morris Insurance Profits Sharing Plan

EIN 52-1219006 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

1

2008 Assets

$227,870

2008 Contributions

$13,987

Historical Graphs

Total Assets Over Time

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

$239,712$119,856$0199920052008YearValue
$227,870Latest year 2008

Participants Over Time

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

210199920042008YearValue
1Latest year 2008

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
200811$227,870$0-
Jerry H. Morris Insurance Profits Sharing Plan-1$227,870--
200711$239,712$0-
Jerry H. Morris Insurance Profits Sharing Plan-1$239,712--
200611$228,390$0-
Jerry H. Morris Insurance Profits Sharing Plan-1$228,390--
200511$219,729$0-
Jerry H. Morris Insurance Profits Sharing Plan-1$219,729--
200411$207,831$13,987$13,987iApproximate average salary by contribution assumption: employee only about $349,675 at 4% or $233,117 at 6%; with 50% employer match about $233,117 at 4% or $155,411 at 6%; with 100% employer match about $174,838 at 4% or $116,558 at 6%.
Jerry H. Morris Insurance Profits Sharing Plan-1$207,831$13,987$13,987iApproximate average salary by contribution assumption: employee only about $349,675 at 4% or $233,117 at 6%; with 50% employer match about $233,117 at 4% or $155,411 at 6%; with 100% employer match about $174,838 at 4% or $116,558 at 6%.
200311$182,284$14,467$14,467iApproximate average salary by contribution assumption: employee only about $361,675 at 4% or $241,117 at 6%; with 50% employer match about $241,117 at 4% or $160,744 at 6%; with 100% employer match about $180,838 at 4% or $120,558 at 6%.
Jerry H. Morris Insurance Profits Sharing Plan-1$182,284$14,467$14,467iApproximate average salary by contribution assumption: employee only about $361,675 at 4% or $241,117 at 6%; with 50% employer match about $241,117 at 4% or $160,744 at 6%; with 100% employer match about $180,838 at 4% or $120,558 at 6%.
200211$150,896$12,800$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
Jerry H. Morris Insurance Profits Sharing Plan-1$150,896$12,800$12,800iApproximate average salary by contribution assumption: employee only about $320,000 at 4% or $213,333 at 6%; with 50% employer match about $213,333 at 4% or $142,222 at 6%; with 100% employer match about $160,000 at 4% or $106,667 at 6%.
200112$0$0-
Jerry H. Morris Insurance Profits Sharing Plan-2---
200012$0$0-
Jerry H. Morris Insurance Profits Sharing Plan-2---
199912$118,936$6,300$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.
Jerry H. Morris Insurance Profits Sharing Plan-2$118,936$6,300$3,150iApproximate average salary by contribution assumption: employee only about $78,750 at 4% or $52,500 at 6%; with 50% employer match about $52,500 at 4% or $35,000 at 6%; with 100% employer match about $39,375 at 4% or $26,250 at 6%.