Civic Intelligence

Morton Stevenson & Associates Inc.

Plan context: Morton Stevenson & Associates Inc. Money Purchase Pension Plan

EIN 77-0162381 • San Jose, CA • 16 filings • 7 plans

1630 Old Oakland Road, Suite A-101San Jose, CA 95131-0000
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$8,906

2016 Contributions

$8,906

Historical Graphs

Total Assets Over Time

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

$621,845$310,923$0199920122015YearValue
$8,906Latest year 2015

Participants Over Time

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

320199920092015YearValue
2Latest year 2015

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
201610$0$0-
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-0$0$0-
201512$8,906$8,906$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$8,906$8,906$4,453iApproximate average salary by contribution assumption: employee only about $111,325 at 4% or $74,217 at 6%; with 50% employer match about $74,217 at 4% or $49,478 at 6%; with 100% employer match about $55,663 at 4% or $37,108 at 6%.
201412$621,845$59,950$29,975iApproximate average salary by contribution assumption: employee only about $749,375 at 4% or $499,583 at 6%; with 50% employer match about $499,583 at 4% or $333,056 at 6%; with 100% employer match about $374,688 at 4% or $249,792 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$621,845$59,950$29,975iApproximate average salary by contribution assumption: employee only about $749,375 at 4% or $499,583 at 6%; with 50% employer match about $499,583 at 4% or $333,056 at 6%; with 100% employer match about $374,688 at 4% or $249,792 at 6%.
201312$576,281$58,308$29,154iApproximate average salary by contribution assumption: employee only about $728,850 at 4% or $485,900 at 6%; with 50% employer match about $485,900 at 4% or $323,933 at 6%; with 100% employer match about $364,425 at 4% or $242,950 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$576,281$58,308$29,154iApproximate average salary by contribution assumption: employee only about $728,850 at 4% or $485,900 at 6%; with 50% employer match about $485,900 at 4% or $323,933 at 6%; with 100% employer match about $364,425 at 4% or $242,950 at 6%.
201212$483,833$58,331$29,166iApproximate average salary by contribution assumption: employee only about $729,138 at 4% or $486,092 at 6%; with 50% employer match about $486,092 at 4% or $324,061 at 6%; with 100% employer match about $364,569 at 4% or $243,046 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$483,833$58,331$29,166iApproximate average salary by contribution assumption: employee only about $729,138 at 4% or $486,092 at 6%; with 50% employer match about $486,092 at 4% or $324,061 at 6%; with 100% employer match about $364,569 at 4% or $243,046 at 6%.
201112$388,591$58,661$29,331iApproximate average salary by contribution assumption: employee only about $733,263 at 4% or $488,842 at 6%; with 50% employer match about $488,842 at 4% or $325,894 at 6%; with 100% employer match about $366,631 at 4% or $244,421 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$388,591$58,661$29,331iApproximate average salary by contribution assumption: employee only about $733,263 at 4% or $488,842 at 6%; with 50% employer match about $488,842 at 4% or $325,894 at 6%; with 100% employer match about $366,631 at 4% or $244,421 at 6%.
201012$328,623$33,882$16,941iApproximate average salary by contribution assumption: employee only about $423,525 at 4% or $282,350 at 6%; with 50% employer match about $282,350 at 4% or $188,233 at 6%; with 100% employer match about $211,763 at 4% or $141,175 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$328,623$33,882$16,941iApproximate average salary by contribution assumption: employee only about $423,525 at 4% or $282,350 at 6%; with 50% employer match about $282,350 at 4% or $188,233 at 6%; with 100% employer match about $211,763 at 4% or $141,175 at 6%.
200933$605,337$109,214$36,405iApproximate average salary by contribution assumption: employee only about $910,117 at 4% or $606,744 at 6%; with 50% employer match about $606,744 at 4% or $404,496 at 6%; with 100% employer match about $455,058 at 4% or $303,372 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-2$324,813$59,010$29,505iApproximate average salary by contribution assumption: employee only about $737,625 at 4% or $491,750 at 6%; with 50% employer match about $491,750 at 4% or $327,833 at 6%; with 100% employer match about $368,813 at 4% or $245,875 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3$280,524$50,204$16,735iApproximate average salary by contribution assumption: employee only about $418,367 at 4% or $278,911 at 6%; with 50% employer match about $278,911 at 4% or $185,941 at 6%; with 100% employer match about $209,183 at 4% or $139,456 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-----
200513$0$0-
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3---
200313$0$0-
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3---
200213$0$0-
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3---
200113$0$0-
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3---
200013$0$0-
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3---
199913$69,776$69,776$23,259iApproximate average salary by contribution assumption: employee only about $581,467 at 4% or $387,644 at 6%; with 50% employer match about $387,644 at 4% or $258,430 at 6%; with 100% employer match about $290,733 at 4% or $193,822 at 6%.
Morton Stevenson & Associates Inc. Money Purchase Pension Plan-3$69,776$69,776$23,259iApproximate average salary by contribution assumption: employee only about $581,467 at 4% or $387,644 at 6%; with 50% employer match about $387,644 at 4% or $258,430 at 6%; with 100% employer match about $290,733 at 4% or $193,822 at 6%.