Civic Intelligence

D. Scott Morton, D.D.S

Plan context: D. Scott Morton, D.D.S. Retirement Plan

EIN 77-0245300 • San Luis Obispo, CA • 19 filings • 4 plans

D Scott Morton D D S5752 Pebble Beach WaySan Luis Obispo, CA 93401-3615
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$1,784,212

2017 Contributions

$62,805

Historical Graphs

Total Assets Over Time

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

$1,784,212$892,106$0199920082016YearValue
$1,784,212Latest year 2016

Participants Over Time

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

840199920082016YearValue
7Latest year 2016

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
201710$0$62,805-
D. Scott Morton, D.D.S. Retirement Plan-0$0$62,805-
201617$1,784,212$128,693$18,385iApproximate average salary by contribution assumption: employee only about $459,618 at 4% or $306,412 at 6%; with 50% employer match about $306,412 at 4% or $204,275 at 6%; with 100% employer match about $229,809 at 4% or $153,206 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-7$1,784,212$128,693$18,385iApproximate average salary by contribution assumption: employee only about $459,618 at 4% or $306,412 at 6%; with 50% employer match about $306,412 at 4% or $204,275 at 6%; with 100% employer match about $229,809 at 4% or $153,206 at 6%.
201516$1,544,514$122,457$20,410iApproximate average salary by contribution assumption: employee only about $510,238 at 4% or $340,158 at 6%; with 50% employer match about $340,158 at 4% or $226,772 at 6%; with 100% employer match about $255,119 at 4% or $170,079 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-6$1,544,514$122,457$20,410iApproximate average salary by contribution assumption: employee only about $510,238 at 4% or $340,158 at 6%; with 50% employer match about $340,158 at 4% or $226,772 at 6%; with 100% employer match about $255,119 at 4% or $170,079 at 6%.
201418$1,473,536$120,698$15,087iApproximate average salary by contribution assumption: employee only about $377,181 at 4% or $251,454 at 6%; with 50% employer match about $251,454 at 4% or $167,636 at 6%; with 100% employer match about $188,591 at 4% or $125,727 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-8$1,473,536$120,698$15,087iApproximate average salary by contribution assumption: employee only about $377,181 at 4% or $251,454 at 6%; with 50% employer match about $251,454 at 4% or $167,636 at 6%; with 100% employer match about $188,591 at 4% or $125,727 at 6%.
201317$1,446,613$203,213$29,030iApproximate average salary by contribution assumption: employee only about $725,761 at 4% or $483,840 at 6%; with 50% employer match about $483,840 at 4% or $322,560 at 6%; with 100% employer match about $362,880 at 4% or $241,920 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-7$1,446,613$203,213$29,030iApproximate average salary by contribution assumption: employee only about $725,761 at 4% or $483,840 at 6%; with 50% employer match about $483,840 at 4% or $322,560 at 6%; with 100% employer match about $362,880 at 4% or $241,920 at 6%.
201215$1,110,622$149,225$29,845iApproximate average salary by contribution assumption: employee only about $746,125 at 4% or $497,417 at 6%; with 50% employer match about $497,417 at 4% or $331,611 at 6%; with 100% employer match about $373,063 at 4% or $248,708 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-5$1,110,622$149,225$29,845iApproximate average salary by contribution assumption: employee only about $746,125 at 4% or $497,417 at 6%; with 50% employer match about $497,417 at 4% or $331,611 at 6%; with 100% employer match about $373,063 at 4% or $248,708 at 6%.
201117$1,077,080$119,375$17,054iApproximate average salary by contribution assumption: employee only about $426,339 at 4% or $284,226 at 6%; with 50% employer match about $284,226 at 4% or $189,484 at 6%; with 100% employer match about $213,170 at 4% or $142,113 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-7$1,077,080$119,375$17,054iApproximate average salary by contribution assumption: employee only about $426,339 at 4% or $284,226 at 6%; with 50% employer match about $284,226 at 4% or $189,484 at 6%; with 100% employer match about $213,170 at 4% or $142,113 at 6%.
201018$1,106,703$122,774$15,347iApproximate average salary by contribution assumption: employee only about $383,669 at 4% or $255,779 at 6%; with 50% employer match about $255,779 at 4% or $170,519 at 6%; with 100% employer match about $191,834 at 4% or $127,890 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-8$1,106,703$122,774$15,347iApproximate average salary by contribution assumption: employee only about $383,669 at 4% or $255,779 at 6%; with 50% employer match about $255,779 at 4% or $170,519 at 6%; with 100% employer match about $191,834 at 4% or $127,890 at 6%.
200918$904,633$124,480$15,560iApproximate average salary by contribution assumption: employee only about $389,000 at 4% or $259,333 at 6%; with 50% employer match about $259,333 at 4% or $172,889 at 6%; with 100% employer match about $194,500 at 4% or $129,667 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-8$904,633$124,480$15,560iApproximate average salary by contribution assumption: employee only about $389,000 at 4% or $259,333 at 6%; with 50% employer match about $259,333 at 4% or $172,889 at 6%; with 100% employer match about $194,500 at 4% or $129,667 at 6%.
200818$598,463$90,604$11,326iApproximate average salary by contribution assumption: employee only about $283,138 at 4% or $188,758 at 6%; with 50% employer match about $188,758 at 4% or $125,839 at 6%; with 100% employer match about $141,569 at 4% or $94,379 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-8$598,463$90,604$11,326iApproximate average salary by contribution assumption: employee only about $283,138 at 4% or $188,758 at 6%; with 50% employer match about $188,758 at 4% or $125,839 at 6%; with 100% employer match about $141,569 at 4% or $94,379 at 6%.
200718$0$0-
D. Scott Morton, D.D.S. Retirement Plan-8---
200617$738,813$76,077$10,868iApproximate average salary by contribution assumption: employee only about $271,704 at 4% or $181,136 at 6%; with 50% employer match about $181,136 at 4% or $120,757 at 6%; with 100% employer match about $135,852 at 4% or $90,568 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-7$738,813$76,077$10,868iApproximate average salary by contribution assumption: employee only about $271,704 at 4% or $181,136 at 6%; with 50% employer match about $181,136 at 4% or $120,757 at 6%; with 100% employer match about $135,852 at 4% or $90,568 at 6%.
200517$597,647$70,510$10,073iApproximate average salary by contribution assumption: employee only about $251,821 at 4% or $167,881 at 6%; with 50% employer match about $167,881 at 4% or $111,921 at 6%; with 100% employer match about $125,911 at 4% or $83,940 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-7$597,647$70,510$10,073iApproximate average salary by contribution assumption: employee only about $251,821 at 4% or $167,881 at 6%; with 50% employer match about $167,881 at 4% or $111,921 at 6%; with 100% employer match about $125,911 at 4% or $83,940 at 6%.
200417$497,719$69,179$9,883iApproximate average salary by contribution assumption: employee only about $247,068 at 4% or $164,712 at 6%; with 50% employer match about $164,712 at 4% or $109,808 at 6%; with 100% employer match about $123,534 at 4% or $82,356 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-7$497,719$69,179$9,883iApproximate average salary by contribution assumption: employee only about $247,068 at 4% or $164,712 at 6%; with 50% employer match about $164,712 at 4% or $109,808 at 6%; with 100% employer match about $123,534 at 4% or $82,356 at 6%.
200316$389,673$68,082$11,347iApproximate average salary by contribution assumption: employee only about $283,675 at 4% or $189,117 at 6%; with 50% employer match about $189,117 at 4% or $126,078 at 6%; with 100% employer match about $141,838 at 4% or $94,558 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-6$389,673$68,082$11,347iApproximate average salary by contribution assumption: employee only about $283,675 at 4% or $189,117 at 6%; with 50% employer match about $189,117 at 4% or $126,078 at 6%; with 100% employer match about $141,838 at 4% or $94,558 at 6%.
200216$241,104$49,131$8,189iApproximate average salary by contribution assumption: employee only about $204,713 at 4% or $136,475 at 6%; with 50% employer match about $136,475 at 4% or $90,983 at 6%; with 100% employer match about $102,356 at 4% or $68,238 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-6$241,104$49,131$8,189iApproximate average salary by contribution assumption: employee only about $204,713 at 4% or $136,475 at 6%; with 50% employer match about $136,475 at 4% or $90,983 at 6%; with 100% employer match about $102,356 at 4% or $68,238 at 6%.
200116$242,918$43,370$7,228iApproximate average salary by contribution assumption: employee only about $180,708 at 4% or $120,472 at 6%; with 50% employer match about $120,472 at 4% or $80,315 at 6%; with 100% employer match about $90,354 at 4% or $60,236 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-6$242,918$43,370$7,228iApproximate average salary by contribution assumption: employee only about $180,708 at 4% or $120,472 at 6%; with 50% employer match about $120,472 at 4% or $80,315 at 6%; with 100% employer match about $90,354 at 4% or $60,236 at 6%.
200016$219,938$42,309$7,052iApproximate average salary by contribution assumption: employee only about $176,288 at 4% or $117,525 at 6%; with 50% employer match about $117,525 at 4% or $78,350 at 6%; with 100% employer match about $88,144 at 4% or $58,763 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-6$219,938$42,309$7,052iApproximate average salary by contribution assumption: employee only about $176,288 at 4% or $117,525 at 6%; with 50% employer match about $117,525 at 4% or $78,350 at 6%; with 100% employer match about $88,144 at 4% or $58,763 at 6%.
199914$193,463$41,292$10,323iApproximate average salary by contribution assumption: employee only about $258,075 at 4% or $172,050 at 6%; with 50% employer match about $172,050 at 4% or $114,700 at 6%; with 100% employer match about $129,038 at 4% or $86,025 at 6%.
D. Scott Morton, D.D.S. Retirement Plan-4$193,463$41,292$10,323iApproximate average salary by contribution assumption: employee only about $258,075 at 4% or $172,050 at 6%; with 50% employer match about $172,050 at 4% or $114,700 at 6%; with 100% employer match about $129,038 at 4% or $86,025 at 6%.
D. Scott Morton, D.D.S | EIN 77-0245300 | 2017 Form 5500 Company Profile