Civic Intelligence

Dr. Russ Morgan

Plan context: Dr. Russ Morgan 401(K) Plan

EIN 52-1261753 • Salisbury, MD • 8 filings • 1 plans

106 Milford Street, Suite 304Salisbury, MD 21804
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$150,300

2016 Contributions

$3,950

Historical Graphs

Total Assets Over Time

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

$276,539$138,270$0200920122015YearValue
$150,300Latest year 2015

Participants Over Time

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

320200920122015YearValue
2Latest year 2015

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
201610$0$0-
Dr. Russ Morgan 401(K) Plan-0$0$0-
201512$150,300$0-
Dr. Russ Morgan 401(K) Plan-2$150,300$0-
201412$186,985$0-
Dr. Russ Morgan 401(K) Plan-2$186,985$0-
201312$276,395$0-
Dr. Russ Morgan 401(K) Plan-2$276,395$0-
201212$238,547$0-
Dr. Russ Morgan 401(K) Plan-2$238,547$0-
201113$276,539$3,950$1,317iApproximate average salary by contribution assumption: employee only about $32,917 at 4% or $21,944 at 6%; with 50% employer match about $21,944 at 4% or $14,630 at 6%; with 100% employer match about $16,458 at 4% or $10,972 at 6%.
Dr. Russ Morgan 401(K) Plan-3$276,539$3,950$1,317iApproximate average salary by contribution assumption: employee only about $32,917 at 4% or $21,944 at 6%; with 50% employer match about $21,944 at 4% or $14,630 at 6%; with 100% employer match about $16,458 at 4% or $10,972 at 6%.
201013$263,151$13,422$4,474iApproximate average salary by contribution assumption: employee only about $111,850 at 4% or $74,567 at 6%; with 50% employer match about $74,567 at 4% or $49,711 at 6%; with 100% employer match about $55,925 at 4% or $37,283 at 6%.
Dr. Russ Morgan 401(K) Plan-3$263,151$13,422$4,474iApproximate average salary by contribution assumption: employee only about $111,850 at 4% or $74,567 at 6%; with 50% employer match about $74,567 at 4% or $49,711 at 6%; with 100% employer match about $55,925 at 4% or $37,283 at 6%.
200913$217,464$26,126$8,709iApproximate average salary by contribution assumption: employee only about $217,717 at 4% or $145,144 at 6%; with 50% employer match about $145,144 at 4% or $96,763 at 6%; with 100% employer match about $108,858 at 4% or $72,572 at 6%.
Dr. Russ Morgan 401(K) Plan-3$217,464$26,126$8,709iApproximate average salary by contribution assumption: employee only about $217,717 at 4% or $145,144 at 6%; with 50% employer match about $145,144 at 4% or $96,763 at 6%; with 100% employer match about $108,858 at 4% or $72,572 at 6%.
Dr. Russ Morgan | EIN 52-1261753 | 2016 Form 5500 Company Profile