Civic Intelligence

JAMES A. MORRISH, JR., DDS, P.A.

Plan context: James a Morrish Jr Dds Pa Profit Sharing Plan & Trust

EIN 65-0467817 • Bradenton, FL • 23 filings • 6 plans

4315 Solutions LaneBradenton, FL 34211
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,121,943

2024 Contributions

$137,179

Historical Graphs

Total Assets Over Time

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

$1,985,621$992,811$0200220142024YearValue
$1,121,943Latest year 2024

Participants Over Time

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

1790200220132024YearValue
11Latest 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
2024111$1,121,943$137,179$12,471iApproximate average salary by contribution assumption: employee only about $311,770 at 4% or $207,847 at 6%; with 50% employer match about $207,847 at 4% or $138,565 at 6%; with 100% employer match about $155,885 at 4% or $103,923 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-11$1,121,943$137,179$12,471iApproximate average salary by contribution assumption: employee only about $311,770 at 4% or $207,847 at 6%; with 50% employer match about $207,847 at 4% or $138,565 at 6%; with 100% employer match about $155,885 at 4% or $103,923 at 6%.
2023114$969,430$120,602$8,614iApproximate average salary by contribution assumption: employee only about $215,361 at 4% or $143,574 at 6%; with 50% employer match about $143,574 at 4% or $95,716 at 6%; with 100% employer match about $107,680 at 4% or $71,787 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-14$969,430$120,602$8,614iApproximate average salary by contribution assumption: employee only about $215,361 at 4% or $143,574 at 6%; with 50% employer match about $143,574 at 4% or $95,716 at 6%; with 100% employer match about $107,680 at 4% or $71,787 at 6%.
2022116$729,730$129,970$8,123iApproximate average salary by contribution assumption: employee only about $203,078 at 4% or $135,385 at 6%; with 50% employer match about $135,385 at 4% or $90,257 at 6%; with 100% employer match about $101,539 at 4% or $67,693 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-16$729,730$129,970$8,123iApproximate average salary by contribution assumption: employee only about $203,078 at 4% or $135,385 at 6%; with 50% employer match about $135,385 at 4% or $90,257 at 6%; with 100% employer match about $101,539 at 4% or $67,693 at 6%.
2021116$1,985,621$116,496$7,281iApproximate average salary by contribution assumption: employee only about $182,025 at 4% or $121,350 at 6%; with 50% employer match about $121,350 at 4% or $80,900 at 6%; with 100% employer match about $91,013 at 4% or $60,675 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-16$1,985,621$116,496$7,281iApproximate average salary by contribution assumption: employee only about $182,025 at 4% or $121,350 at 6%; with 50% employer match about $121,350 at 4% or $80,900 at 6%; with 100% employer match about $91,013 at 4% or $60,675 at 6%.
2020117$1,823,522$157,148$9,244iApproximate average salary by contribution assumption: employee only about $231,100 at 4% or $154,067 at 6%; with 50% employer match about $154,067 at 4% or $102,711 at 6%; with 100% employer match about $115,550 at 4% or $77,033 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-17$1,823,522$157,148$9,244iApproximate average salary by contribution assumption: employee only about $231,100 at 4% or $154,067 at 6%; with 50% employer match about $154,067 at 4% or $102,711 at 6%; with 100% employer match about $115,550 at 4% or $77,033 at 6%.
2019114$1,579,816$158,244$11,303iApproximate average salary by contribution assumption: employee only about $282,579 at 4% or $188,386 at 6%; with 50% employer match about $188,386 at 4% or $125,590 at 6%; with 100% employer match about $141,289 at 4% or $94,193 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-14$1,579,816$158,244$11,303iApproximate average salary by contribution assumption: employee only about $282,579 at 4% or $188,386 at 6%; with 50% employer match about $188,386 at 4% or $125,590 at 6%; with 100% employer match about $141,289 at 4% or $94,193 at 6%.
2018114$1,215,025$160,838$11,488iApproximate average salary by contribution assumption: employee only about $287,211 at 4% or $191,474 at 6%; with 50% employer match about $191,474 at 4% or $127,649 at 6%; with 100% employer match about $143,605 at 4% or $95,737 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-14$1,215,025$160,838$11,488iApproximate average salary by contribution assumption: employee only about $287,211 at 4% or $191,474 at 6%; with 50% employer match about $191,474 at 4% or $127,649 at 6%; with 100% employer match about $143,605 at 4% or $95,737 at 6%.
2017114$1,140,634$169,834$12,131iApproximate average salary by contribution assumption: employee only about $303,275 at 4% or $202,183 at 6%; with 50% employer match about $202,183 at 4% or $134,789 at 6%; with 100% employer match about $151,638 at 4% or $101,092 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-14$1,140,634$169,834$12,131iApproximate average salary by contribution assumption: employee only about $303,275 at 4% or $202,183 at 6%; with 50% employer match about $202,183 at 4% or $134,789 at 6%; with 100% employer match about $151,638 at 4% or $101,092 at 6%.
2016112$841,863$120,233$10,019iApproximate average salary by contribution assumption: employee only about $250,485 at 4% or $166,990 at 6%; with 50% employer match about $166,990 at 4% or $111,327 at 6%; with 100% employer match about $125,243 at 4% or $83,495 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-12$841,863$120,233$10,019iApproximate average salary by contribution assumption: employee only about $250,485 at 4% or $166,990 at 6%; with 50% employer match about $166,990 at 4% or $111,327 at 6%; with 100% employer match about $125,243 at 4% or $83,495 at 6%.
2015111$710,445$50,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-11$710,445$50,000$4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%.
201417$701,569$0-
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-7$701,569$0-
201319$664,932$45,460$5,051iApproximate average salary by contribution assumption: employee only about $126,278 at 4% or $84,185 at 6%; with 50% employer match about $84,185 at 4% or $56,123 at 6%; with 100% employer match about $63,139 at 4% or $42,093 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-9$664,932$45,460$5,051iApproximate average salary by contribution assumption: employee only about $126,278 at 4% or $84,185 at 6%; with 50% employer match about $84,185 at 4% or $56,123 at 6%; with 100% employer match about $63,139 at 4% or $42,093 at 6%.
201219$519,085$476$53iApproximate average salary by contribution assumption: employee only about $1,322 at 4% or $881 at 6%; with 50% employer match about $881 at 4% or $588 at 6%; with 100% employer match about $661 at 4% or $441 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-9$519,085$476$53iApproximate average salary by contribution assumption: employee only about $1,322 at 4% or $881 at 6%; with 50% employer match about $881 at 4% or $588 at 6%; with 100% employer match about $661 at 4% or $441 at 6%.
201117$502,389$0-
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-7$502,389--
201016$511,852$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-6$511,852$30,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
2009110$526,447$0-
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-10$526,447$0-
200819$455,724$0-
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-9$455,724--
2007110$0$0-
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-10---
200619$553,643$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-9$553,643$25,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
2005111$512,222$60,000$5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-11$512,222$60,000$5,455iApproximate average salary by contribution assumption: employee only about $136,364 at 4% or $90,909 at 6%; with 50% employer match about $90,909 at 4% or $60,606 at 6%; with 100% employer match about $68,182 at 4% or $45,455 at 6%.
200419$431,057$101,200$11,244iApproximate average salary by contribution assumption: employee only about $281,111 at 4% or $187,407 at 6%; with 50% employer match about $187,407 at 4% or $124,938 at 6%; with 100% employer match about $140,556 at 4% or $93,704 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-9$431,057$101,200$11,244iApproximate average salary by contribution assumption: employee only about $281,111 at 4% or $187,407 at 6%; with 50% employer match about $187,407 at 4% or $124,938 at 6%; with 100% employer match about $140,556 at 4% or $93,704 at 6%.
200316$329,838$76,899$12,817iApproximate average salary by contribution assumption: employee only about $320,413 at 4% or $213,608 at 6%; with 50% employer match about $213,608 at 4% or $142,406 at 6%; with 100% employer match about $160,206 at 4% or $106,804 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-6$329,838$76,899$12,817iApproximate average salary by contribution assumption: employee only about $320,413 at 4% or $213,608 at 6%; with 50% employer match about $213,608 at 4% or $142,406 at 6%; with 100% employer match about $160,206 at 4% or $106,804 at 6%.
200215$261,738$60,157$12,031iApproximate average salary by contribution assumption: employee only about $300,785 at 4% or $200,523 at 6%; with 50% employer match about $200,523 at 4% or $133,682 at 6%; with 100% employer match about $150,393 at 4% or $100,262 at 6%.
James a Morrish Jr Dds Pa Profit Sharing Plan & Trust-5$261,738$60,157$12,031iApproximate average salary by contribution assumption: employee only about $300,785 at 4% or $200,523 at 6%; with 50% employer match about $200,523 at 4% or $133,682 at 6%; with 100% employer match about $150,393 at 4% or $100,262 at 6%.