Morris & Associates
Plan context: Morris & Associates Self-Employed 401K Profit Sharing Plan
EIN 68-0131404 • 6 filings • 2 plans
Current Snapshot
Latest Year
2004
2004 Participants
3
2004 Assets
$24,362
2004 Contributions
$1,458
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Morris & Associates Self-Employed 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 3 | $24,362 | $1,458 | $486iApproximate average salary by contribution assumption: employee only about $12,150 at 4% or $8,100 at 6%; with 50% employer match about $8,100 at 4% or $5,400 at 6%; with 100% employer match about $6,075 at 4% or $4,050 at 6%. |
| Morris & Associates Self-Employed 401K Profit Sharing Plan | - | 3 | $24,362 | $1,458 | $486iApproximate average salary by contribution assumption: employee only about $12,150 at 4% or $8,100 at 6%; with 50% employer match about $8,100 at 4% or $5,400 at 6%; with 100% employer match about $6,075 at 4% or $4,050 at 6%. |
| 2002 | 1 | 3 | $18,373 | $1,915 | $638iApproximate average salary by contribution assumption: employee only about $15,958 at 4% or $10,639 at 6%; with 50% employer match about $10,639 at 4% or $7,093 at 6%; with 100% employer match about $7,979 at 4% or $5,319 at 6%. |
| Morris & Associates Self-Employed 401K Profit Sharing Plan | - | 3 | $18,373 | $1,915 | $638iApproximate average salary by contribution assumption: employee only about $15,958 at 4% or $10,639 at 6%; with 50% employer match about $10,639 at 4% or $7,093 at 6%; with 100% employer match about $7,979 at 4% or $5,319 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Morris & Associates Self-Employed 401K Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $22,551 | $828 | $207iApproximate average salary by contribution assumption: employee only about $5,175 at 4% or $3,450 at 6%; with 50% employer match about $3,450 at 4% or $2,300 at 6%; with 100% employer match about $2,588 at 4% or $1,725 at 6%. |
| Morris & Associates Self-Employed 401K Profit Sharing Plan | - | 4 | $22,551 | $828 | $207iApproximate average salary by contribution assumption: employee only about $5,175 at 4% or $3,450 at 6%; with 50% employer match about $3,450 at 4% or $2,300 at 6%; with 100% employer match about $2,588 at 4% or $1,725 at 6%. |
| 1999 | 1 | 3 | $32,183 | $32,183 | $10,728iApproximate average salary by contribution assumption: employee only about $268,192 at 4% or $178,794 at 6%; with 50% employer match about $178,794 at 4% or $119,196 at 6%; with 100% employer match about $134,096 at 4% or $89,397 at 6%. |
| Morris & Associates Self-Employed 401K Profit Sharing Plan | - | 3 | $32,183 | $32,183 | $10,728iApproximate average salary by contribution assumption: employee only about $268,192 at 4% or $178,794 at 6%; with 50% employer match about $178,794 at 4% or $119,196 at 6%; with 100% employer match about $134,096 at 4% or $89,397 at 6%. |