Civic Intelligence

Marshall W Morrison Profit Sharing Plan

Plan context: A G Edwards Profit Sharing Plan for Small Business

EIN 54-0737674 • 4 filings • 1 plans

Current Snapshot

Latest Year

2002

2002 Participants

5

2002 Assets

$2,656,015

2002 Contributions

$48,279

Historical Graphs

Total Assets Over Time

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

$3,859,105$1,929,553$019992000YearValue
$2,656,015Latest year 2000

Participants Over Time

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

630199920002001YearValue
5Latest year 2001

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
200210$0$0-
A G Edwards Profit Sharing Plan for Small Business-0---
200115$0$0-
A G Edwards Profit Sharing Plan for Small Business-5---
200015$2,656,015$48,279$9,656iApproximate average salary by contribution assumption: employee only about $241,395 at 4% or $160,930 at 6%; with 50% employer match about $160,930 at 4% or $107,287 at 6%; with 100% employer match about $120,697 at 4% or $80,465 at 6%.
A G Edwards Profit Sharing Plan for Small Business-5$2,656,015$48,279$9,656iApproximate average salary by contribution assumption: employee only about $241,395 at 4% or $160,930 at 6%; with 50% employer match about $160,930 at 4% or $107,287 at 6%; with 100% employer match about $120,697 at 4% or $80,465 at 6%.
199916$3,859,105$133,941$22,324iApproximate average salary by contribution assumption: employee only about $558,088 at 4% or $372,058 at 6%; with 50% employer match about $372,058 at 4% or $248,039 at 6%; with 100% employer match about $279,044 at 4% or $186,029 at 6%.
A G Edwards Profit Sharing Plan for Small Business-6$3,859,105$133,941$22,324iApproximate average salary by contribution assumption: employee only about $558,088 at 4% or $372,058 at 6%; with 50% employer match about $372,058 at 4% or $248,039 at 6%; with 100% employer match about $279,044 at 4% or $186,029 at 6%.