Morse, Berman & Gomez, P.A.
Plan context: Morse, Berman & Gomez, P.A. 401K Savings Plan
EIN 59-3454389 • Tampa, FL • 14 filings • 6 plans
Current Snapshot
Latest Year
2013
2013 Participants
7
2013 Assets
$1,532,717
2013 Contributions
$603
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $603 | - |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 0 | $0 | $603 | - |
| 2012 | 1 | 7 | $1,532,717 | $127,785 | $18,255iApproximate average salary by contribution assumption: employee only about $456,375 at 4% or $304,250 at 6%; with 50% employer match about $304,250 at 4% or $202,833 at 6%; with 100% employer match about $228,188 at 4% or $152,125 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 7 | $1,532,717 | $127,785 | $18,255iApproximate average salary by contribution assumption: employee only about $456,375 at 4% or $304,250 at 6%; with 50% employer match about $304,250 at 4% or $202,833 at 6%; with 100% employer match about $228,188 at 4% or $152,125 at 6%. |
| 2011 | 1 | 7 | $1,354,344 | $112,641 | $16,092iApproximate average salary by contribution assumption: employee only about $402,289 at 4% or $268,193 at 6%; with 50% employer match about $268,193 at 4% or $178,795 at 6%; with 100% employer match about $201,145 at 4% or $134,096 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 7 | $1,354,344 | $112,641 | $16,092iApproximate average salary by contribution assumption: employee only about $402,289 at 4% or $268,193 at 6%; with 50% employer match about $268,193 at 4% or $178,795 at 6%; with 100% employer match about $201,145 at 4% or $134,096 at 6%. |
| 2010 | 1 | 5 | $1,228,149 | $132,506 | $26,501iApproximate average salary by contribution assumption: employee only about $662,530 at 4% or $441,687 at 6%; with 50% employer match about $441,687 at 4% or $294,458 at 6%; with 100% employer match about $331,265 at 4% or $220,843 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 5 | $1,228,149 | $132,506 | $26,501iApproximate average salary by contribution assumption: employee only about $662,530 at 4% or $441,687 at 6%; with 50% employer match about $441,687 at 4% or $294,458 at 6%; with 100% employer match about $331,265 at 4% or $220,843 at 6%. |
| 2009 | 1 | 6 | $1,073,796 | $102,842 | $17,140iApproximate average salary by contribution assumption: employee only about $428,508 at 4% or $285,672 at 6%; with 50% employer match about $285,672 at 4% or $190,448 at 6%; with 100% employer match about $214,254 at 4% or $142,836 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 6 | $1,073,796 | $102,842 | $17,140iApproximate average salary by contribution assumption: employee only about $428,508 at 4% or $285,672 at 6%; with 50% employer match about $285,672 at 4% or $190,448 at 6%; with 100% employer match about $214,254 at 4% or $142,836 at 6%. |
| 2007 | 1 | 3 | $934,020 | $70,912 | $23,637iApproximate average salary by contribution assumption: employee only about $590,933 at 4% or $393,956 at 6%; with 50% employer match about $393,956 at 4% or $262,637 at 6%; with 100% employer match about $295,467 at 4% or $196,978 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 3 | $934,020 | $70,912 | $23,637iApproximate average salary by contribution assumption: employee only about $590,933 at 4% or $393,956 at 6%; with 50% employer match about $393,956 at 4% or $262,637 at 6%; with 100% employer match about $295,467 at 4% or $196,978 at 6%. |
| 2006 | 1 | 5 | $807,927 | $97,654 | $19,531iApproximate average salary by contribution assumption: employee only about $488,270 at 4% or $325,513 at 6%; with 50% employer match about $325,513 at 4% or $217,009 at 6%; with 100% employer match about $244,135 at 4% or $162,757 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 5 | $807,927 | $97,654 | $19,531iApproximate average salary by contribution assumption: employee only about $488,270 at 4% or $325,513 at 6%; with 50% employer match about $325,513 at 4% or $217,009 at 6%; with 100% employer match about $244,135 at 4% or $162,757 at 6%. |
| 2005 | 1 | 5 | $699,413 | $96,963 | $19,393iApproximate average salary by contribution assumption: employee only about $484,815 at 4% or $323,210 at 6%; with 50% employer match about $323,210 at 4% or $215,473 at 6%; with 100% employer match about $242,407 at 4% or $161,605 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 5 | $699,413 | $96,963 | $19,393iApproximate average salary by contribution assumption: employee only about $484,815 at 4% or $323,210 at 6%; with 50% employer match about $323,210 at 4% or $215,473 at 6%; with 100% employer match about $242,407 at 4% or $161,605 at 6%. |
| 2004 | 1 | 5 | $593,558 | $86,743 | $17,349iApproximate average salary by contribution assumption: employee only about $433,715 at 4% or $289,143 at 6%; with 50% employer match about $289,143 at 4% or $192,762 at 6%; with 100% employer match about $216,857 at 4% or $144,572 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 5 | $593,558 | $86,743 | $17,349iApproximate average salary by contribution assumption: employee only about $433,715 at 4% or $289,143 at 6%; with 50% employer match about $289,143 at 4% or $192,762 at 6%; with 100% employer match about $216,857 at 4% or $144,572 at 6%. |
| 2003 | 1 | 6 | $478,568 | $83,259 | $13,877iApproximate average salary by contribution assumption: employee only about $346,913 at 4% or $231,275 at 6%; with 50% employer match about $231,275 at 4% or $154,183 at 6%; with 100% employer match about $173,456 at 4% or $115,638 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 6 | $478,568 | $83,259 | $13,877iApproximate average salary by contribution assumption: employee only about $346,913 at 4% or $231,275 at 6%; with 50% employer match about $231,275 at 4% or $154,183 at 6%; with 100% employer match about $173,456 at 4% or $115,638 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 6 | - | - | - |
| 2001 | 1 | 4 | $0 | $0 | - |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 4 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 6 | - | - | - |
| 1999 | 1 | 6 | $256,029 | $187,854 | $31,309iApproximate average salary by contribution assumption: employee only about $782,725 at 4% or $521,817 at 6%; with 50% employer match about $521,817 at 4% or $347,878 at 6%; with 100% employer match about $391,363 at 4% or $260,908 at 6%. |
| Morse, Berman & Gomez, P.A. 401K Savings Plan | - | 6 | $256,029 | $187,854 | $31,309iApproximate average salary by contribution assumption: employee only about $782,725 at 4% or $521,817 at 6%; with 50% employer match about $521,817 at 4% or $347,878 at 6%; with 100% employer match about $391,363 at 4% or $260,908 at 6%. |