Dr. Nagy Morsi, MD
Plan context: Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust
EIN 61-1314252 • Bowling Green, KY • 22 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$4,660,848
2024 Contributions
$404,889
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 5 | $4,660,848 | $404,889 | $80,978iApproximate average salary by contribution assumption: employee only about $2,024,445 at 4% or $1,349,630 at 6%; with 50% employer match about $1,349,630 at 4% or $899,753 at 6%; with 100% employer match about $1,012,223 at 4% or $674,815 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 5 | $3,976,472 | $54,889 | $10,978iApproximate average salary by contribution assumption: employee only about $274,445 at 4% or $182,963 at 6%; with 50% employer match about $182,963 at 4% or $121,976 at 6%; with 100% employer match about $137,223 at 4% or $91,482 at 6%. |
| NAGY H. MORSI, M.D., P.S.C. CASH BALANCE PENSION PLAN | - | 4 | $684,376 | $350,000 | $87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%. |
| 2023 | 2 | 4 | $3,577,059 | $448,949 | $112,237iApproximate average salary by contribution assumption: employee only about $2,805,931 at 4% or $1,870,621 at 6%; with 50% employer match about $1,870,621 at 4% or $1,247,081 at 6%; with 100% employer match about $1,402,966 at 4% or $935,310 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 4 | $3,244,566 | $116,456 | $29,114iApproximate average salary by contribution assumption: employee only about $727,850 at 4% or $485,233 at 6%; with 50% employer match about $485,233 at 4% or $323,489 at 6%; with 100% employer match about $363,925 at 4% or $242,617 at 6%. |
| NAGY H. MORSI, M.D., P.S.C. CASH BALANCE PENSION PLAN | - | 3 | $332,493 | $332,493 | $110,831iApproximate average salary by contribution assumption: employee only about $2,770,775 at 4% or $1,847,183 at 6%; with 50% employer match about $1,847,183 at 4% or $1,231,456 at 6%; with 100% employer match about $1,385,388 at 4% or $923,592 at 6%. |
| 2022 | 1 | 6 | $2,618,263 | $83,653 | $13,942iApproximate average salary by contribution assumption: employee only about $348,554 at 4% or $232,369 at 6%; with 50% employer match about $232,369 at 4% or $154,913 at 6%; with 100% employer match about $174,277 at 4% or $116,185 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $2,618,263 | $83,653 | $13,942iApproximate average salary by contribution assumption: employee only about $348,554 at 4% or $232,369 at 6%; with 50% employer match about $232,369 at 4% or $154,913 at 6%; with 100% employer match about $174,277 at 4% or $116,185 at 6%. |
| 2021 | 1 | 7 | $2,943,746 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 7 | $2,943,746 | $75,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| 2020 | 1 | 5 | $2,272,675 | $46,589 | $9,318iApproximate average salary by contribution assumption: employee only about $232,945 at 4% or $155,297 at 6%; with 50% employer match about $155,297 at 4% or $103,531 at 6%; with 100% employer match about $116,472 at 4% or $77,648 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 5 | $2,272,675 | $46,589 | $9,318iApproximate average salary by contribution assumption: employee only about $232,945 at 4% or $155,297 at 6%; with 50% employer match about $155,297 at 4% or $103,531 at 6%; with 100% employer match about $116,472 at 4% or $77,648 at 6%. |
| 2019 | 1 | 6 | $1,884,457 | $79,298 | $13,216iApproximate average salary by contribution assumption: employee only about $330,408 at 4% or $220,272 at 6%; with 50% employer match about $220,272 at 4% or $146,848 at 6%; with 100% employer match about $165,204 at 4% or $110,136 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $1,884,457 | $79,298 | $13,216iApproximate average salary by contribution assumption: employee only about $330,408 at 4% or $220,272 at 6%; with 50% employer match about $220,272 at 4% or $146,848 at 6%; with 100% employer match about $165,204 at 4% or $110,136 at 6%. |
| 2018 | 1 | 6 | $1,886,706 | $82,389 | $13,732iApproximate average salary by contribution assumption: employee only about $343,288 at 4% or $228,858 at 6%; with 50% employer match about $228,858 at 4% or $152,572 at 6%; with 100% employer match about $171,644 at 4% or $114,429 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $1,886,706 | $82,389 | $13,732iApproximate average salary by contribution assumption: employee only about $343,288 at 4% or $228,858 at 6%; with 50% employer match about $228,858 at 4% or $152,572 at 6%; with 100% employer match about $171,644 at 4% or $114,429 at 6%. |
| 2017 | 1 | 6 | $1,932,126 | $95,942 | $15,990iApproximate average salary by contribution assumption: employee only about $399,758 at 4% or $266,506 at 6%; with 50% employer match about $266,506 at 4% or $177,670 at 6%; with 100% employer match about $199,879 at 4% or $133,253 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $1,932,126 | $95,942 | $15,990iApproximate average salary by contribution assumption: employee only about $399,758 at 4% or $266,506 at 6%; with 50% employer match about $266,506 at 4% or $177,670 at 6%; with 100% employer match about $199,879 at 4% or $133,253 at 6%. |
| 2016 | 1 | 6 | $1,514,111 | $74,099 | $12,350iApproximate average salary by contribution assumption: employee only about $308,746 at 4% or $205,831 at 6%; with 50% employer match about $205,831 at 4% or $137,220 at 6%; with 100% employer match about $154,373 at 4% or $102,915 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $1,514,111 | $74,099 | $12,350iApproximate average salary by contribution assumption: employee only about $308,746 at 4% or $205,831 at 6%; with 50% employer match about $205,831 at 4% or $137,220 at 6%; with 100% employer match about $154,373 at 4% or $102,915 at 6%. |
| 2015 | 1 | 4 | $1,278,107 | $77,034 | $19,259iApproximate average salary by contribution assumption: employee only about $481,463 at 4% or $320,975 at 6%; with 50% employer match about $320,975 at 4% or $213,983 at 6%; with 100% employer match about $240,731 at 4% or $160,488 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 4 | $1,278,107 | $77,034 | $19,259iApproximate average salary by contribution assumption: employee only about $481,463 at 4% or $320,975 at 6%; with 50% employer match about $320,975 at 4% or $213,983 at 6%; with 100% employer match about $240,731 at 4% or $160,488 at 6%. |
| 2014 | 1 | 3 | $1,283,535 | $66,638 | $22,213iApproximate average salary by contribution assumption: employee only about $555,317 at 4% or $370,211 at 6%; with 50% employer match about $370,211 at 4% or $246,807 at 6%; with 100% employer match about $277,658 at 4% or $185,106 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 3 | $1,283,535 | $66,638 | $22,213iApproximate average salary by contribution assumption: employee only about $555,317 at 4% or $370,211 at 6%; with 50% employer match about $370,211 at 4% or $246,807 at 6%; with 100% employer match about $277,658 at 4% or $185,106 at 6%. |
| 2013 | 1 | 4 | $1,130,683 | $72,285 | $18,071iApproximate average salary by contribution assumption: employee only about $451,781 at 4% or $301,188 at 6%; with 50% employer match about $301,188 at 4% or $200,792 at 6%; with 100% employer match about $225,891 at 4% or $150,594 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 4 | $1,130,683 | $72,285 | $18,071iApproximate average salary by contribution assumption: employee only about $451,781 at 4% or $301,188 at 6%; with 50% employer match about $301,188 at 4% or $200,792 at 6%; with 100% employer match about $225,891 at 4% or $150,594 at 6%. |
| 2012 | 1 | 5 | $803,060 | $69,638 | $13,928iApproximate average salary by contribution assumption: employee only about $348,190 at 4% or $232,127 at 6%; with 50% employer match about $232,127 at 4% or $154,751 at 6%; with 100% employer match about $174,095 at 4% or $116,063 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 5 | $803,060 | $69,638 | $13,928iApproximate average salary by contribution assumption: employee only about $348,190 at 4% or $232,127 at 6%; with 50% employer match about $232,127 at 4% or $154,751 at 6%; with 100% employer match about $174,095 at 4% or $116,063 at 6%. |
| 2011 | 1 | 5 | $621,037 | $57,931 | $11,586iApproximate average salary by contribution assumption: employee only about $289,655 at 4% or $193,103 at 6%; with 50% employer match about $193,103 at 4% or $128,736 at 6%; with 100% employer match about $144,828 at 4% or $96,552 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 5 | $621,037 | $57,931 | $11,586iApproximate average salary by contribution assumption: employee only about $289,655 at 4% or $193,103 at 6%; with 50% employer match about $193,103 at 4% or $128,736 at 6%; with 100% employer match about $144,828 at 4% or $96,552 at 6%. |
| 2010 | 1 | 5 | $564,138 | $66,648 | $13,330iApproximate average salary by contribution assumption: employee only about $333,240 at 4% or $222,160 at 6%; with 50% employer match about $222,160 at 4% or $148,107 at 6%; with 100% employer match about $166,620 at 4% or $111,080 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 5 | $564,138 | $66,648 | $13,330iApproximate average salary by contribution assumption: employee only about $333,240 at 4% or $222,160 at 6%; with 50% employer match about $222,160 at 4% or $148,107 at 6%; with 100% employer match about $166,620 at 4% or $111,080 at 6%. |
| 2009 | 2 | 6 | $730,923 | $123,947 | $20,658iApproximate average salary by contribution assumption: employee only about $516,446 at 4% or $344,297 at 6%; with 50% employer match about $344,297 at 4% or $229,531 at 6%; with 100% employer match about $258,223 at 4% or $172,149 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 5 | $418,926 | $60,409 | $12,082iApproximate average salary by contribution assumption: employee only about $302,045 at 4% or $201,363 at 6%; with 50% employer match about $201,363 at 4% or $134,242 at 6%; with 100% employer match about $151,023 at 4% or $100,682 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $311,997 | $63,538 | $10,590iApproximate average salary by contribution assumption: employee only about $264,742 at 4% or $176,494 at 6%; with 50% employer match about $176,494 at 4% or $117,663 at 6%; with 100% employer match about $132,371 at 4% or $88,247 at 6%. |
| 2006 | 1 | 6 | $227,112 | $68,938 | $11,490iApproximate average salary by contribution assumption: employee only about $287,242 at 4% or $191,494 at 6%; with 50% employer match about $191,494 at 4% or $127,663 at 6%; with 100% employer match about $143,621 at 4% or $95,747 at 6%. |
| DR NAGY MORSI MD 401K PROFIT SHARING PLAN AND TRUST | - | 6 | $227,112 | $68,938 | $11,490iApproximate average salary by contribution assumption: employee only about $287,242 at 4% or $191,494 at 6%; with 50% employer match about $191,494 at 4% or $127,663 at 6%; with 100% employer match about $143,621 at 4% or $95,747 at 6%. |
| 2005 | 1 | 6 | $133,079 | $53,368 | $8,895iApproximate average salary by contribution assumption: employee only about $222,367 at 4% or $148,244 at 6%; with 50% employer match about $148,244 at 4% or $98,830 at 6%; with 100% employer match about $111,183 at 4% or $74,122 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 6 | $133,079 | $53,368 | $8,895iApproximate average salary by contribution assumption: employee only about $222,367 at 4% or $148,244 at 6%; with 50% employer match about $148,244 at 4% or $98,830 at 6%; with 100% employer match about $111,183 at 4% or $74,122 at 6%. |
| 2004 | 1 | 8 | $107,597 | $77,172 | $9,647iApproximate average salary by contribution assumption: employee only about $241,163 at 4% or $160,775 at 6%; with 50% employer match about $160,775 at 4% or $107,183 at 6%; with 100% employer match about $120,581 at 4% or $80,388 at 6%. |
| Dr. Nagy Morsi MD 401(K) Profit Sharing Plan and Trust | - | 8 | $107,597 | $77,172 | $9,647iApproximate average salary by contribution assumption: employee only about $241,163 at 4% or $160,775 at 6%; with 50% employer match about $160,775 at 4% or $107,183 at 6%; with 100% employer match about $120,581 at 4% or $80,388 at 6%. |