Civic Intelligence

Dale L Morris

Plan context: Dale L. Morris, 401(K)Profit Sharing Plan and Trust

EIN 62-1594095 • Memphis, TN • 3 filings • 2 plans

800 Ridge Lake Blvd Ste 303Memphis, TN 38120-9427
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$139,668

2015 Contributions

$6,124

Historical Graphs

Total Assets Over Time

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

$139,668$69,834$020112014YearValue
$139,668Latest year 2014

Participants Over Time

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

11020112014YearValue
1Latest year 2014

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
201510$0$6,124-
Dale L. Morris, 401(K)Profit Sharing Plan and Trust-0$0$6,124-
201411$139,668$24,498$24,498iApproximate average salary by contribution assumption: employee only about $612,450 at 4% or $408,300 at 6%; with 50% employer match about $408,300 at 4% or $272,200 at 6%; with 100% employer match about $306,225 at 4% or $204,150 at 6%.
Dale L. Morris, 401(K)Profit Sharing Plan and Trust-1$139,668$24,498$24,498iApproximate average salary by contribution assumption: employee only about $612,450 at 4% or $408,300 at 6%; with 50% employer match about $408,300 at 4% or $272,200 at 6%; with 100% employer match about $306,225 at 4% or $204,150 at 6%.
201111$33,556$27,315$27,315iApproximate average salary by contribution assumption: employee only about $682,875 at 4% or $455,250 at 6%; with 50% employer match about $455,250 at 4% or $303,500 at 6%; with 100% employer match about $341,438 at 4% or $227,625 at 6%.
Dale L. Morris, 401(K)Profit Sharing Plan and Trust-1$33,556$27,315$27,315iApproximate average salary by contribution assumption: employee only about $682,875 at 4% or $455,250 at 6%; with 50% employer match about $455,250 at 4% or $303,500 at 6%; with 100% employer match about $341,438 at 4% or $227,625 at 6%.