Civic Intelligence

Preston Morris and Company PC

Plan context: Preston Morris and Company 401K Plan

EIN 54-1035088 • 4 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

5

2002 Assets

$978,960

2002 Contributions

$23,755

Historical Graphs

Total Assets Over Time

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

$1,213,775$606,888$0199920002002YearValue
$978,960Latest year 2002

Participants Over Time

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

950199920012002YearValue
5Latest year 2002

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
200215$978,960$23,755$4,751iApproximate average salary by contribution assumption: employee only about $118,775 at 4% or $79,183 at 6%; with 50% employer match about $79,183 at 4% or $52,789 at 6%; with 100% employer match about $59,388 at 4% or $39,592 at 6%.
Preston Morris and Company 401K Plan-5$978,960$23,755$4,751iApproximate average salary by contribution assumption: employee only about $118,775 at 4% or $79,183 at 6%; with 50% employer match about $79,183 at 4% or $52,789 at 6%; with 100% employer match about $59,388 at 4% or $39,592 at 6%.
200116$0$0-
Preston Morris and Company 401K Plan-6---
200018$1,213,775$87,326$10,916iApproximate average salary by contribution assumption: employee only about $272,894 at 4% or $181,929 at 6%; with 50% employer match about $181,929 at 4% or $121,286 at 6%; with 100% employer match about $136,447 at 4% or $90,965 at 6%.
Preston Morris and Company 401K Plan-8$1,213,775$87,326$10,916iApproximate average salary by contribution assumption: employee only about $272,894 at 4% or $181,929 at 6%; with 50% employer match about $181,929 at 4% or $121,286 at 6%; with 100% employer match about $136,447 at 4% or $90,965 at 6%.
199919$1,075,458$83,670$9,297iApproximate average salary by contribution assumption: employee only about $232,417 at 4% or $154,944 at 6%; with 50% employer match about $154,944 at 4% or $103,296 at 6%; with 100% employer match about $116,208 at 4% or $77,472 at 6%.
Preston Morris and Company 401K Plan-9$1,075,458$83,670$9,297iApproximate average salary by contribution assumption: employee only about $232,417 at 4% or $154,944 at 6%; with 50% employer match about $154,944 at 4% or $103,296 at 6%; with 100% employer match about $116,208 at 4% or $77,472 at 6%.