Civic Intelligence

Charles Hosmer Morse Foundation

Plan context: Charles Hosmer Morse Foundation Retirement Savings Plan

EIN 59-1659392 • Winter Park, FL • 26 filings • 3 plans

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329 North Park AvenueSuite #329Winter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$6,405,592

2024 Contributions

$255,650

Historical Graphs

Total Assets Over Time

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

$7,066,680$3,533,340$0199920122024YearValue
$6,405,592Latest year 2024

Participants Over Time

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

41210199920122024YearValue
32Latest year 2024

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
2024132$6,405,592$255,650$7,989iApproximate average salary by contribution assumption: employee only about $199,727 at 4% or $133,151 at 6%; with 50% employer match about $133,151 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,576 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-32$6,405,592$255,650$7,989iApproximate average salary by contribution assumption: employee only about $199,727 at 4% or $133,151 at 6%; with 50% employer match about $133,151 at 4% or $88,767 at 6%; with 100% employer match about $99,863 at 4% or $66,576 at 6%.
2023132$6,152,137$293,168$9,162iApproximate average salary by contribution assumption: employee only about $229,038 at 4% or $152,692 at 6%; with 50% employer match about $152,692 at 4% or $101,794 at 6%; with 100% employer match about $114,519 at 4% or $76,346 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-32$6,152,137$293,168$9,162iApproximate average salary by contribution assumption: employee only about $229,038 at 4% or $152,692 at 6%; with 50% employer match about $152,692 at 4% or $101,794 at 6%; with 100% employer match about $114,519 at 4% or $76,346 at 6%.
2022132$5,970,475$281,878$8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,811 at 6%; with 50% employer match about $146,811 at 4% or $97,874 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-32$5,970,475$281,878$8,809iApproximate average salary by contribution assumption: employee only about $220,217 at 4% or $146,811 at 6%; with 50% employer match about $146,811 at 4% or $97,874 at 6%; with 100% employer match about $110,109 at 4% or $73,406 at 6%.
2021131$7,066,680$282,947$9,127iApproximate average salary by contribution assumption: employee only about $228,183 at 4% or $152,122 at 6%; with 50% employer match about $152,122 at 4% or $101,415 at 6%; with 100% employer match about $114,092 at 4% or $76,061 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-31$7,066,680$282,947$9,127iApproximate average salary by contribution assumption: employee only about $228,183 at 4% or $152,122 at 6%; with 50% employer match about $152,122 at 4% or $101,415 at 6%; with 100% employer match about $114,092 at 4% or $76,061 at 6%.
2020130$6,084,210$252,169$8,406iApproximate average salary by contribution assumption: employee only about $210,141 at 4% or $140,094 at 6%; with 50% employer match about $140,094 at 4% or $93,396 at 6%; with 100% employer match about $105,070 at 4% or $70,047 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-30$6,084,210$252,169$8,406iApproximate average salary by contribution assumption: employee only about $210,141 at 4% or $140,094 at 6%; with 50% employer match about $140,094 at 4% or $93,396 at 6%; with 100% employer match about $105,070 at 4% or $70,047 at 6%.
2019129$5,147,250$345,674$11,920iApproximate average salary by contribution assumption: employee only about $297,995 at 4% or $198,663 at 6%; with 50% employer match about $198,663 at 4% or $132,442 at 6%; with 100% employer match about $148,997 at 4% or $99,332 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-29$5,147,250$345,674$11,920iApproximate average salary by contribution assumption: employee only about $297,995 at 4% or $198,663 at 6%; with 50% employer match about $198,663 at 4% or $132,442 at 6%; with 100% employer match about $148,997 at 4% or $99,332 at 6%.
2018128$4,048,214$130,820$4,672iApproximate average salary by contribution assumption: employee only about $116,804 at 4% or $77,869 at 6%; with 50% employer match about $77,869 at 4% or $51,913 at 6%; with 100% employer match about $58,402 at 4% or $38,935 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-28$4,048,214$130,820$4,672iApproximate average salary by contribution assumption: employee only about $116,804 at 4% or $77,869 at 6%; with 50% employer match about $77,869 at 4% or $51,913 at 6%; with 100% employer match about $58,402 at 4% or $38,935 at 6%.
2017129$4,111,690$335,774$11,578iApproximate average salary by contribution assumption: employee only about $289,460 at 4% or $192,974 at 6%; with 50% employer match about $192,974 at 4% or $128,649 at 6%; with 100% employer match about $144,730 at 4% or $96,487 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-29$4,111,690$335,774$11,578iApproximate average salary by contribution assumption: employee only about $289,460 at 4% or $192,974 at 6%; with 50% employer match about $192,974 at 4% or $128,649 at 6%; with 100% employer match about $144,730 at 4% or $96,487 at 6%.
2016129$3,426,628$233,862$8,064iApproximate average salary by contribution assumption: employee only about $201,605 at 4% or $134,403 at 6%; with 50% employer match about $134,403 at 4% or $89,602 at 6%; with 100% employer match about $100,803 at 4% or $67,202 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-29$3,426,628$233,862$8,064iApproximate average salary by contribution assumption: employee only about $201,605 at 4% or $134,403 at 6%; with 50% employer match about $134,403 at 4% or $89,602 at 6%; with 100% employer match about $100,803 at 4% or $67,202 at 6%.
2015128$3,036,069$214,321$7,654iApproximate average salary by contribution assumption: employee only about $191,358 at 4% or $127,572 at 6%; with 50% employer match about $127,572 at 4% or $85,048 at 6%; with 100% employer match about $95,679 at 4% or $63,786 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-28$3,036,069$214,321$7,654iApproximate average salary by contribution assumption: employee only about $191,358 at 4% or $127,572 at 6%; with 50% employer match about $127,572 at 4% or $85,048 at 6%; with 100% employer match about $95,679 at 4% or $63,786 at 6%.
2014129$2,841,434$178,189$6,144iApproximate average salary by contribution assumption: employee only about $153,611 at 4% or $102,407 at 6%; with 50% employer match about $102,407 at 4% or $68,272 at 6%; with 100% employer match about $76,806 at 4% or $51,204 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-29$2,841,434$178,189$6,144iApproximate average salary by contribution assumption: employee only about $153,611 at 4% or $102,407 at 6%; with 50% employer match about $102,407 at 4% or $68,272 at 6%; with 100% employer match about $76,806 at 4% or $51,204 at 6%.
2013128$2,586,594$177,260$6,331iApproximate average salary by contribution assumption: employee only about $158,268 at 4% or $105,512 at 6%; with 50% employer match about $105,512 at 4% or $70,341 at 6%; with 100% employer match about $79,134 at 4% or $52,756 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-28$2,586,594$177,260$6,331iApproximate average salary by contribution assumption: employee only about $158,268 at 4% or $105,512 at 6%; with 50% employer match about $105,512 at 4% or $70,341 at 6%; with 100% employer match about $79,134 at 4% or $52,756 at 6%.
2012129$2,098,232$80,094$2,762iApproximate average salary by contribution assumption: employee only about $69,047 at 4% or $46,031 at 6%; with 50% employer match about $46,031 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,016 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-29$2,098,232$80,094$2,762iApproximate average salary by contribution assumption: employee only about $69,047 at 4% or $46,031 at 6%; with 50% employer match about $46,031 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,016 at 6%.
2011127$1,838,936$167,680$6,210iApproximate average salary by contribution assumption: employee only about $155,259 at 4% or $103,506 at 6%; with 50% employer match about $103,506 at 4% or $69,004 at 6%; with 100% employer match about $77,630 at 4% or $51,753 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-27$1,838,936$167,680$6,210iApproximate average salary by contribution assumption: employee only about $155,259 at 4% or $103,506 at 6%; with 50% employer match about $103,506 at 4% or $69,004 at 6%; with 100% employer match about $77,630 at 4% or $51,753 at 6%.
2010128$1,832,817$168,762$6,027iApproximate average salary by contribution assumption: employee only about $150,680 at 4% or $100,454 at 6%; with 50% employer match about $100,454 at 4% or $66,969 at 6%; with 100% employer match about $75,340 at 4% or $50,227 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-28$1,832,817$168,762$6,027iApproximate average salary by contribution assumption: employee only about $150,680 at 4% or $100,454 at 6%; with 50% employer match about $100,454 at 4% or $66,969 at 6%; with 100% employer match about $75,340 at 4% or $50,227 at 6%.
2009125$1,498,629$162,068$6,483iApproximate average salary by contribution assumption: employee only about $162,068 at 4% or $108,045 at 6%; with 50% employer match about $108,045 at 4% or $72,030 at 6%; with 100% employer match about $81,034 at 4% or $54,023 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-25$1,498,629$162,068$6,483iApproximate average salary by contribution assumption: employee only about $162,068 at 4% or $108,045 at 6%; with 50% employer match about $108,045 at 4% or $72,030 at 6%; with 100% employer match about $81,034 at 4% or $54,023 at 6%.
2008121$1,113,615$150,798$7,181iApproximate average salary by contribution assumption: employee only about $179,521 at 4% or $119,681 at 6%; with 50% employer match about $119,681 at 4% or $79,787 at 6%; with 100% employer match about $89,761 at 4% or $59,840 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-21$1,113,615$150,798$7,181iApproximate average salary by contribution assumption: employee only about $179,521 at 4% or $119,681 at 6%; with 50% employer match about $119,681 at 4% or $79,787 at 6%; with 100% employer match about $89,761 at 4% or $59,840 at 6%.
2007133$1,345,783$148,177$4,490iApproximate average salary by contribution assumption: employee only about $112,255 at 4% or $74,837 at 6%; with 50% employer match about $74,837 at 4% or $49,891 at 6%; with 100% employer match about $56,128 at 4% or $37,418 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-33$1,345,783$148,177$4,490iApproximate average salary by contribution assumption: employee only about $112,255 at 4% or $74,837 at 6%; with 50% employer match about $74,837 at 4% or $49,891 at 6%; with 100% employer match about $56,128 at 4% or $37,418 at 6%.
2006128$1,146,538$139,837$4,994iApproximate average salary by contribution assumption: employee only about $124,854 at 4% or $83,236 at 6%; with 50% employer match about $83,236 at 4% or $55,491 at 6%; with 100% employer match about $62,427 at 4% or $41,618 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-28$1,146,538$139,837$4,994iApproximate average salary by contribution assumption: employee only about $124,854 at 4% or $83,236 at 6%; with 50% employer match about $83,236 at 4% or $55,491 at 6%; with 100% employer match about $62,427 at 4% or $41,618 at 6%.
2005141$870,265$127,389$3,107iApproximate average salary by contribution assumption: employee only about $77,676 at 4% or $51,784 at 6%; with 50% employer match about $51,784 at 4% or $34,523 at 6%; with 100% employer match about $38,838 at 4% or $25,892 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-41$870,265$127,389$3,107iApproximate average salary by contribution assumption: employee only about $77,676 at 4% or $51,784 at 6%; with 50% employer match about $51,784 at 4% or $34,523 at 6%; with 100% employer match about $38,838 at 4% or $25,892 at 6%.
2004124$728,420$147,006$6,125iApproximate average salary by contribution assumption: employee only about $153,131 at 4% or $102,088 at 6%; with 50% employer match about $102,088 at 4% or $68,058 at 6%; with 100% employer match about $76,566 at 4% or $51,044 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-24$728,420$147,006$6,125iApproximate average salary by contribution assumption: employee only about $153,131 at 4% or $102,088 at 6%; with 50% employer match about $102,088 at 4% or $68,058 at 6%; with 100% employer match about $76,566 at 4% or $51,044 at 6%.
2003122$653,170$117,101$5,323iApproximate average salary by contribution assumption: employee only about $133,069 at 4% or $88,713 at 6%; with 50% employer match about $88,713 at 4% or $59,142 at 6%; with 100% employer match about $66,535 at 4% or $44,356 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-22$653,170$117,101$5,323iApproximate average salary by contribution assumption: employee only about $133,069 at 4% or $88,713 at 6%; with 50% employer match about $88,713 at 4% or $59,142 at 6%; with 100% employer match about $66,535 at 4% or $44,356 at 6%.
2002123$452,810$109,289$4,752iApproximate average salary by contribution assumption: employee only about $118,792 at 4% or $79,195 at 6%; with 50% employer match about $79,195 at 4% or $52,797 at 6%; with 100% employer match about $59,396 at 4% or $39,597 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-23$452,810$109,289$4,752iApproximate average salary by contribution assumption: employee only about $118,792 at 4% or $79,195 at 6%; with 50% employer match about $79,195 at 4% or $52,797 at 6%; with 100% employer match about $59,396 at 4% or $39,597 at 6%.
2001121$441,620$104,695$4,985iApproximate average salary by contribution assumption: employee only about $124,637 at 4% or $83,091 at 6%; with 50% employer match about $83,091 at 4% or $55,394 at 6%; with 100% employer match about $62,318 at 4% or $41,546 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-21$441,620$104,695$4,985iApproximate average salary by contribution assumption: employee only about $124,637 at 4% or $83,091 at 6%; with 50% employer match about $83,091 at 4% or $55,394 at 6%; with 100% employer match about $62,318 at 4% or $41,546 at 6%.
2000121$396,975$92,911$4,424iApproximate average salary by contribution assumption: employee only about $110,608 at 4% or $73,739 at 6%; with 50% employer match about $73,739 at 4% or $49,159 at 6%; with 100% employer match about $55,304 at 4% or $36,869 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-21$396,975$92,911$4,424iApproximate average salary by contribution assumption: employee only about $110,608 at 4% or $73,739 at 6%; with 50% employer match about $73,739 at 4% or $49,159 at 6%; with 100% employer match about $55,304 at 4% or $36,869 at 6%.
1999121$372,764$123,951$5,902iApproximate average salary by contribution assumption: employee only about $147,561 at 4% or $98,374 at 6%; with 50% employer match about $98,374 at 4% or $65,583 at 6%; with 100% employer match about $73,780 at 4% or $49,187 at 6%.
Charles Hosmer Morse Foundation Retirement Savings Plan-21$372,764$123,951$5,902iApproximate average salary by contribution assumption: employee only about $147,561 at 4% or $98,374 at 6%; with 50% employer match about $98,374 at 4% or $65,583 at 6%; with 100% employer match about $73,780 at 4% or $49,187 at 6%.