Joseph A Morrison
Plan context: Joseph a Morrison Profit Sharing Plan and Trust
EIN 59-2637951 • 40 filings • 7 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$683,595
2017 Contributions
$3,900
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $3,900 | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | - | - | - | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | - | - | $3,900 | - |
| 2016 | 2 | 3 | $683,595 | $7,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $445,357 | $7,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $238,238 | - | - |
| 2015 | 2 | 3 | $600,676 | $7,120 | $2,373iApproximate average salary by contribution assumption: employee only about $59,333 at 4% or $39,556 at 6%; with 50% employer match about $39,556 at 4% or $26,370 at 6%; with 100% employer match about $29,667 at 4% or $19,778 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $393,412 | $7,120 | $2,373iApproximate average salary by contribution assumption: employee only about $59,333 at 4% or $39,556 at 6%; with 50% employer match about $39,556 at 4% or $26,370 at 6%; with 100% employer match about $29,667 at 4% or $19,778 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $207,264 | - | - |
| 2014 | 2 | 3 | $608,732 | $7,073 | $2,358iApproximate average salary by contribution assumption: employee only about $58,942 at 4% or $39,294 at 6%; with 50% employer match about $39,294 at 4% or $26,196 at 6%; with 100% employer match about $29,471 at 4% or $19,647 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $394,708 | $7,073 | $2,358iApproximate average salary by contribution assumption: employee only about $58,942 at 4% or $39,294 at 6%; with 50% employer match about $39,294 at 4% or $26,196 at 6%; with 100% employer match about $29,471 at 4% or $19,647 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $214,024 | - | - |
| 2013 | 2 | 0 | $579,711 | $3,161 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | - | $376,297 | $3,161 | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | - | $203,414 | - | - |
| 2012 | 2 | 3 | $526,781 | $4,559 | $1,520iApproximate average salary by contribution assumption: employee only about $37,992 at 4% or $25,328 at 6%; with 50% employer match about $25,328 at 4% or $16,885 at 6%; with 100% employer match about $18,996 at 4% or $12,664 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $341,989 | $4,559 | $1,520iApproximate average salary by contribution assumption: employee only about $37,992 at 4% or $25,328 at 6%; with 50% employer match about $25,328 at 4% or $16,885 at 6%; with 100% employer match about $18,996 at 4% or $12,664 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $184,792 | - | - |
| 2011 | 2 | 3 | $481,613 | $3,399 | $1,133iApproximate average salary by contribution assumption: employee only about $28,325 at 4% or $18,883 at 6%; with 50% employer match about $18,883 at 4% or $12,589 at 6%; with 100% employer match about $14,163 at 4% or $9,442 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $314,688 | $3,399 | $1,133iApproximate average salary by contribution assumption: employee only about $28,325 at 4% or $18,883 at 6%; with 50% employer match about $18,883 at 4% or $12,589 at 6%; with 100% employer match about $14,163 at 4% or $9,442 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $166,925 | - | - |
| 2010 | 2 | 3 | $472,999 | $3,301 | $1,100iApproximate average salary by contribution assumption: employee only about $27,508 at 4% or $18,339 at 6%; with 50% employer match about $18,339 at 4% or $12,226 at 6%; with 100% employer match about $13,754 at 4% or $9,169 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $310,367 | $3,301 | $1,100iApproximate average salary by contribution assumption: employee only about $27,508 at 4% or $18,339 at 6%; with 50% employer match about $18,339 at 4% or $12,226 at 6%; with 100% employer match about $13,754 at 4% or $9,169 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $162,632 | - | - |
| 2009 | 2 | 3 | $439,125 | $3,188 | $1,063iApproximate average salary by contribution assumption: employee only about $26,567 at 4% or $17,711 at 6%; with 50% employer match about $17,711 at 4% or $11,807 at 6%; with 100% employer match about $13,283 at 4% or $8,856 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $289,259 | $3,188 | $1,063iApproximate average salary by contribution assumption: employee only about $26,567 at 4% or $17,711 at 6%; with 50% employer match about $17,711 at 4% or $11,807 at 6%; with 100% employer match about $13,283 at 4% or $8,856 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $149,866 | - | - |
| 2008 | 2 | 0 | $343,261 | $3,568 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 0 | $253,068 | $3,568 | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 0 | $90,193 | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | - | - | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2006 | 2 | 3 | $330,987 | $2,904 | $968iApproximate average salary by contribution assumption: employee only about $24,200 at 4% or $16,133 at 6%; with 50% employer match about $16,133 at 4% or $10,756 at 6%; with 100% employer match about $12,100 at 4% or $8,067 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $224,060 | $2,904 | $968iApproximate average salary by contribution assumption: employee only about $24,200 at 4% or $16,133 at 6%; with 50% employer match about $16,133 at 4% or $10,756 at 6%; with 100% employer match about $12,100 at 4% or $8,067 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $106,927 | - | - |
| 2005 | 2 | 3 | $301,771 | $2,937 | $979iApproximate average salary by contribution assumption: employee only about $24,475 at 4% or $16,317 at 6%; with 50% employer match about $16,317 at 4% or $10,878 at 6%; with 100% employer match about $12,238 at 4% or $8,158 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | $195,533 | $2,937 | $979iApproximate average salary by contribution assumption: employee only about $24,475 at 4% or $16,317 at 6%; with 50% employer match about $16,317 at 4% or $10,878 at 6%; with 100% employer match about $12,238 at 4% or $8,158 at 6%. |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $106,238 | - | - |
| 2004 | 2 | 0 | $276,832 | $1,171 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 0 | $184,996 | $1,171 | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 0 | $91,836 | - | - |
| 2003 | 2 | 3 | $0 | $0 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | - | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 4 | 3 | $0 | $0 | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 1 | - | - | - |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 3 | - | - | - |
| Joseph a Morrison Cafeteria Plan | - | 3 | - | - | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | - | - | - |
| 1999 | 3 | 2 | $166,986 | $5,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Joseph a Morrison Profit Sharing Plan and Trust | - | 0 | $105,641 | $5,000 | - |
| Joseph a Morrison Money Purchase Pension Plan and Trust | - | 1 | $61,345 | - | - |
| Joseph a Morrison Cafeteria Plan | - | 2 | - | - | - |