Civic Intelligence

Finestone & Morris

Plan context: Finestone & Morris Profit Sharing Plan

EIN 58-1259943 • Atlanta, GA • 22 filings • 1 plans

Suite 2540 Tower Place3340 Peachtree Road, N.e.Atlanta, GA 30326
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$3,869,382

2020 Contributions

$70,051

Historical Graphs

Total Assets Over Time

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

$3,869,382$1,934,691$0199920102019YearValue
$3,869,382Latest year 2019

Participants Over Time

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

530199920092019YearValue
5Latest year 2019

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
202010$0$0-
Finestone & Morris Profit Sharing Plan-0$0--
201915$3,869,382$0-
Finestone & Morris Profit Sharing Plan-5$3,869,382--
201815$3,352,747$0-
Finestone & Morris Profit Sharing Plan-5$3,352,747--
201715$3,629,900$70,051$14,010iApproximate average salary by contribution assumption: employee only about $350,255 at 4% or $233,503 at 6%; with 50% employer match about $233,503 at 4% or $155,669 at 6%; with 100% employer match about $175,128 at 4% or $116,752 at 6%.
Finestone & Morris Profit Sharing Plan-5$3,629,900$70,051$14,010iApproximate average salary by contribution assumption: employee only about $350,255 at 4% or $233,503 at 6%; with 50% employer match about $233,503 at 4% or $155,669 at 6%; with 100% employer match about $175,128 at 4% or $116,752 at 6%.
201615$3,231,213$67,470$13,494iApproximate average salary by contribution assumption: employee only about $337,350 at 4% or $224,900 at 6%; with 50% employer match about $224,900 at 4% or $149,933 at 6%; with 100% employer match about $168,675 at 4% or $112,450 at 6%.
Finestone & Morris Profit Sharing Plan-5$3,231,213$67,470$13,494iApproximate average salary by contribution assumption: employee only about $337,350 at 4% or $224,900 at 6%; with 50% employer match about $224,900 at 4% or $149,933 at 6%; with 100% employer match about $168,675 at 4% or $112,450 at 6%.
201515$3,074,066$70,003$14,001iApproximate average salary by contribution assumption: employee only about $350,015 at 4% or $233,343 at 6%; with 50% employer match about $233,343 at 4% or $155,562 at 6%; with 100% employer match about $175,008 at 4% or $116,672 at 6%.
Finestone & Morris Profit Sharing Plan-5$3,074,066$70,003$14,001iApproximate average salary by contribution assumption: employee only about $350,015 at 4% or $233,343 at 6%; with 50% employer match about $233,343 at 4% or $155,562 at 6%; with 100% employer match about $175,008 at 4% or $116,672 at 6%.
201415$3,119,928$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Finestone & Morris Profit Sharing Plan-5$3,119,928$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201315$2,936,429$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
Finestone & Morris Profit Sharing Plan-5$2,936,429$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
201215$2,523,002$70,673$14,135iApproximate average salary by contribution assumption: employee only about $353,365 at 4% or $235,577 at 6%; with 50% employer match about $235,577 at 4% or $157,051 at 6%; with 100% employer match about $176,683 at 4% or $117,788 at 6%.
Finestone & Morris Profit Sharing Plan-5$2,523,002$70,673$14,135iApproximate average salary by contribution assumption: employee only about $353,365 at 4% or $235,577 at 6%; with 50% employer match about $235,577 at 4% or $157,051 at 6%; with 100% employer match about $176,683 at 4% or $117,788 at 6%.
201115$2,218,160$72,160$14,432iApproximate average salary by contribution assumption: employee only about $360,800 at 4% or $240,533 at 6%; with 50% employer match about $240,533 at 4% or $160,356 at 6%; with 100% employer match about $180,400 at 4% or $120,267 at 6%.
Finestone & Morris Profit Sharing Plan-5$2,218,160$72,160$14,432iApproximate average salary by contribution assumption: employee only about $360,800 at 4% or $240,533 at 6%; with 50% employer match about $240,533 at 4% or $160,356 at 6%; with 100% employer match about $180,400 at 4% or $120,267 at 6%.
201014$2,156,134$73,419$18,355iApproximate average salary by contribution assumption: employee only about $458,869 at 4% or $305,913 at 6%; with 50% employer match about $305,913 at 4% or $203,942 at 6%; with 100% employer match about $229,434 at 4% or $152,956 at 6%.
Finestone & Morris Profit Sharing Plan-4$2,156,134$73,419$18,355iApproximate average salary by contribution assumption: employee only about $458,869 at 4% or $305,913 at 6%; with 50% employer match about $305,913 at 4% or $203,942 at 6%; with 100% employer match about $229,434 at 4% or $152,956 at 6%.
200915$1,909,101$70,019$14,004iApproximate average salary by contribution assumption: employee only about $350,095 at 4% or $233,397 at 6%; with 50% employer match about $233,397 at 4% or $155,598 at 6%; with 100% employer match about $175,048 at 4% or $116,698 at 6%.
Finestone & Morris Profit Sharing Plan-5$1,909,101$70,019$14,004iApproximate average salary by contribution assumption: employee only about $350,095 at 4% or $233,397 at 6%; with 50% employer match about $233,397 at 4% or $155,598 at 6%; with 100% employer match about $175,048 at 4% or $116,698 at 6%.
200814$1,567,837$60,031$15,008iApproximate average salary by contribution assumption: employee only about $375,194 at 4% or $250,129 at 6%; with 50% employer match about $250,129 at 4% or $166,753 at 6%; with 100% employer match about $187,597 at 4% or $125,065 at 6%.
Finestone & Morris Profit Sharing Plan-4$1,567,837$60,031$15,008iApproximate average salary by contribution assumption: employee only about $375,194 at 4% or $250,129 at 6%; with 50% employer match about $250,129 at 4% or $166,753 at 6%; with 100% employer match about $187,597 at 4% or $125,065 at 6%.
200714$0$0-
Finestone & Morris Profit Sharing Plan-4---
200615$1,843,292$60,953$12,191iApproximate average salary by contribution assumption: employee only about $304,765 at 4% or $203,177 at 6%; with 50% employer match about $203,177 at 4% or $135,451 at 6%; with 100% employer match about $152,383 at 4% or $101,588 at 6%.
Finestone & Morris Profit Sharing Plan-5$1,843,292$60,953$12,191iApproximate average salary by contribution assumption: employee only about $304,765 at 4% or $203,177 at 6%; with 50% employer match about $203,177 at 4% or $135,451 at 6%; with 100% employer match about $152,383 at 4% or $101,588 at 6%.
200513$1,587,454$88,215$29,405iApproximate average salary by contribution assumption: employee only about $735,125 at 4% or $490,083 at 6%; with 50% employer match about $490,083 at 4% or $326,722 at 6%; with 100% employer match about $367,563 at 4% or $245,042 at 6%.
Finestone & Morris Profit Sharing Plan-3$1,587,454$88,215$29,405iApproximate average salary by contribution assumption: employee only about $735,125 at 4% or $490,083 at 6%; with 50% employer match about $490,083 at 4% or $326,722 at 6%; with 100% employer match about $367,563 at 4% or $245,042 at 6%.
200413$1,411,105$88,508$29,503iApproximate average salary by contribution assumption: employee only about $737,567 at 4% or $491,711 at 6%; with 50% employer match about $491,711 at 4% or $327,807 at 6%; with 100% employer match about $368,783 at 4% or $245,856 at 6%.
Finestone & Morris Profit Sharing Plan-3$1,411,105$88,508$29,503iApproximate average salary by contribution assumption: employee only about $737,567 at 4% or $491,711 at 6%; with 50% employer match about $491,711 at 4% or $327,807 at 6%; with 100% employer match about $368,783 at 4% or $245,856 at 6%.
200313$1,167,470$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Finestone & Morris Profit Sharing Plan-3$1,167,470$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200214$912,280$59,000$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
Finestone & Morris Profit Sharing Plan-4$912,280$59,000$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
200113$0$0-
Finestone & Morris Profit Sharing Plan-3---
200013$863,566$51,542$17,181iApproximate average salary by contribution assumption: employee only about $429,517 at 4% or $286,344 at 6%; with 50% employer match about $286,344 at 4% or $190,896 at 6%; with 100% employer match about $214,758 at 4% or $143,172 at 6%.
Finestone & Morris Profit Sharing Plan-3$863,566$51,542$17,181iApproximate average salary by contribution assumption: employee only about $429,517 at 4% or $286,344 at 6%; with 50% employer match about $286,344 at 4% or $190,896 at 6%; with 100% employer match about $214,758 at 4% or $143,172 at 6%.
199915$833,069$58,935$11,787iApproximate average salary by contribution assumption: employee only about $294,675 at 4% or $196,450 at 6%; with 50% employer match about $196,450 at 4% or $130,967 at 6%; with 100% employer match about $147,338 at 4% or $98,225 at 6%.
Finestone & Morris Profit Sharing Plan-5$833,069$58,935$11,787iApproximate average salary by contribution assumption: employee only about $294,675 at 4% or $196,450 at 6%; with 50% employer match about $196,450 at 4% or $130,967 at 6%; with 100% employer match about $147,338 at 4% or $98,225 at 6%.