Civic Intelligence

John K Morris, CPA, P.C.

Plan context: John K Morris CPA PC Profit Sharing Plan

EIN 84-1120979 • Lakewood, CO • 24 filings • 3 plans

12136 W Bayaud Ave Suite 300Lakewood, CO 80228
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$1,172,349

2023 Contributions

$148

Historical Graphs

Total Assets Over Time

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

$1,309,942$654,971$0200320142022YearValue
$1,172,349Latest year 2022

Participants Over Time

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

420200020112022YearValue
4Latest year 2022

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
202310$0$148-
John K Morris CPA PC Profit Sharing Plan-0-$148-
202214$1,172,349$61,824$15,456iApproximate average salary by contribution assumption: employee only about $386,400 at 4% or $257,600 at 6%; with 50% employer match about $257,600 at 4% or $171,733 at 6%; with 100% employer match about $193,200 at 4% or $128,800 at 6%.
John K Morris CPA PC Profit Sharing Plan-4$1,172,349$61,824$15,456iApproximate average salary by contribution assumption: employee only about $386,400 at 4% or $257,600 at 6%; with 50% employer match about $257,600 at 4% or $171,733 at 6%; with 100% employer match about $193,200 at 4% or $128,800 at 6%.
202114$1,266,486$62,219$15,555iApproximate average salary by contribution assumption: employee only about $388,869 at 4% or $259,246 at 6%; with 50% employer match about $259,246 at 4% or $172,831 at 6%; with 100% employer match about $194,434 at 4% or $129,623 at 6%.
John K Morris CPA PC Profit Sharing Plan-4$1,266,486$62,219$15,555iApproximate average salary by contribution assumption: employee only about $388,869 at 4% or $259,246 at 6%; with 50% employer match about $259,246 at 4% or $172,831 at 6%; with 100% employer match about $194,434 at 4% or $129,623 at 6%.
202014$1,309,942$63,747$15,937iApproximate average salary by contribution assumption: employee only about $398,419 at 4% or $265,613 at 6%; with 50% employer match about $265,613 at 4% or $177,075 at 6%; with 100% employer match about $199,209 at 4% or $132,806 at 6%.
John K Morris CPA PC Profit Sharing Plan-4$1,309,942$63,747$15,937iApproximate average salary by contribution assumption: employee only about $398,419 at 4% or $265,613 at 6%; with 50% employer match about $265,613 at 4% or $177,075 at 6%; with 100% employer match about $199,209 at 4% or $132,806 at 6%.
201914$998,601$60,543$15,136iApproximate average salary by contribution assumption: employee only about $378,394 at 4% or $252,263 at 6%; with 50% employer match about $252,263 at 4% or $168,175 at 6%; with 100% employer match about $189,197 at 4% or $126,131 at 6%.
John K Morris CPA PC Profit Sharing Plan-4$998,601$60,543$15,136iApproximate average salary by contribution assumption: employee only about $378,394 at 4% or $252,263 at 6%; with 50% employer match about $252,263 at 4% or $168,175 at 6%; with 100% employer match about $189,197 at 4% or $126,131 at 6%.
201814$787,300$64,292$16,073iApproximate average salary by contribution assumption: employee only about $401,825 at 4% or $267,883 at 6%; with 50% employer match about $267,883 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%.
John K Morris CPA PC Profit Sharing Plan-4$787,300$64,292$16,073iApproximate average salary by contribution assumption: employee only about $401,825 at 4% or $267,883 at 6%; with 50% employer match about $267,883 at 4% or $178,589 at 6%; with 100% employer match about $200,913 at 4% or $133,942 at 6%.
201714$765,314$56,715$14,179iApproximate average salary by contribution assumption: employee only about $354,469 at 4% or $236,313 at 6%; with 50% employer match about $236,313 at 4% or $157,542 at 6%; with 100% employer match about $177,234 at 4% or $118,156 at 6%.
John K Morris CPA PC Profit Sharing Plan-4$765,314$56,715$14,179iApproximate average salary by contribution assumption: employee only about $354,469 at 4% or $236,313 at 6%; with 50% employer match about $236,313 at 4% or $157,542 at 6%; with 100% employer match about $177,234 at 4% or $118,156 at 6%.
201613$633,164$41,820$13,940iApproximate average salary by contribution assumption: employee only about $348,500 at 4% or $232,333 at 6%; with 50% employer match about $232,333 at 4% or $154,889 at 6%; with 100% employer match about $174,250 at 4% or $116,167 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$633,164$41,820$13,940iApproximate average salary by contribution assumption: employee only about $348,500 at 4% or $232,333 at 6%; with 50% employer match about $232,333 at 4% or $154,889 at 6%; with 100% employer match about $174,250 at 4% or $116,167 at 6%.
201513$608,692$38,329$12,776iApproximate average salary by contribution assumption: employee only about $319,408 at 4% or $212,939 at 6%; with 50% employer match about $212,939 at 4% or $141,959 at 6%; with 100% employer match about $159,704 at 4% or $106,469 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$608,692$38,329$12,776iApproximate average salary by contribution assumption: employee only about $319,408 at 4% or $212,939 at 6%; with 50% employer match about $212,939 at 4% or $141,959 at 6%; with 100% employer match about $159,704 at 4% or $106,469 at 6%.
201413$651,865$38,948$12,983iApproximate average salary by contribution assumption: employee only about $324,567 at 4% or $216,378 at 6%; with 50% employer match about $216,378 at 4% or $144,252 at 6%; with 100% employer match about $162,283 at 4% or $108,189 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$651,865$38,948$12,983iApproximate average salary by contribution assumption: employee only about $324,567 at 4% or $216,378 at 6%; with 50% employer match about $216,378 at 4% or $144,252 at 6%; with 100% employer match about $162,283 at 4% or $108,189 at 6%.
201312$586,316$23,801$11,901iApproximate average salary by contribution assumption: employee only about $297,513 at 4% or $198,342 at 6%; with 50% employer match about $198,342 at 4% or $132,228 at 6%; with 100% employer match about $148,756 at 4% or $99,171 at 6%.
John K Morris CPA PC Profit Sharing Plan-2$586,316$23,801$11,901iApproximate average salary by contribution assumption: employee only about $297,513 at 4% or $198,342 at 6%; with 50% employer match about $198,342 at 4% or $132,228 at 6%; with 100% employer match about $148,756 at 4% or $99,171 at 6%.
201212$507,363$22,576$11,288iApproximate average salary by contribution assumption: employee only about $282,200 at 4% or $188,133 at 6%; with 50% employer match about $188,133 at 4% or $125,422 at 6%; with 100% employer match about $141,100 at 4% or $94,067 at 6%.
John K Morris CPA PC Profit Sharing Plan-2$507,363$22,576$11,288iApproximate average salary by contribution assumption: employee only about $282,200 at 4% or $188,133 at 6%; with 50% employer match about $188,133 at 4% or $125,422 at 6%; with 100% employer match about $141,100 at 4% or $94,067 at 6%.
201112$533,515$28,143$14,072iApproximate average salary by contribution assumption: employee only about $351,788 at 4% or $234,525 at 6%; with 50% employer match about $234,525 at 4% or $156,350 at 6%; with 100% employer match about $175,894 at 4% or $117,263 at 6%.
John K Morris CPA PC Profit Sharing Plan-2$533,515$28,143$14,072iApproximate average salary by contribution assumption: employee only about $351,788 at 4% or $234,525 at 6%; with 50% employer match about $234,525 at 4% or $156,350 at 6%; with 100% employer match about $175,894 at 4% or $117,263 at 6%.
201013$563,352$25,327$8,442iApproximate average salary by contribution assumption: employee only about $211,058 at 4% or $140,706 at 6%; with 50% employer match about $140,706 at 4% or $93,804 at 6%; with 100% employer match about $105,529 at 4% or $70,353 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$563,352$25,327$8,442iApproximate average salary by contribution assumption: employee only about $211,058 at 4% or $140,706 at 6%; with 50% employer match about $140,706 at 4% or $93,804 at 6%; with 100% employer match about $105,529 at 4% or $70,353 at 6%.
200913$477,220$25,983$8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$477,220$25,983$8,661iApproximate average salary by contribution assumption: employee only about $216,525 at 4% or $144,350 at 6%; with 50% employer match about $144,350 at 4% or $96,233 at 6%; with 100% employer match about $108,263 at 4% or $72,175 at 6%.
200812$362,229$24,339$12,170iApproximate average salary by contribution assumption: employee only about $304,238 at 4% or $202,825 at 6%; with 50% employer match about $202,825 at 4% or $135,217 at 6%; with 100% employer match about $152,119 at 4% or $101,413 at 6%.
John K Morris CPA PC Profit Sharing Plan-2$362,229$24,339$12,170iApproximate average salary by contribution assumption: employee only about $304,238 at 4% or $202,825 at 6%; with 50% employer match about $202,825 at 4% or $135,217 at 6%; with 100% employer match about $152,119 at 4% or $101,413 at 6%.
200713$0$0-
John K Morris CPA PC Profit Sharing Plan-3---
200613$371,692$48,954$16,318iApproximate average salary by contribution assumption: employee only about $407,950 at 4% or $271,967 at 6%; with 50% employer match about $271,967 at 4% or $181,311 at 6%; with 100% employer match about $203,975 at 4% or $135,983 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$371,692$48,954$16,318iApproximate average salary by contribution assumption: employee only about $407,950 at 4% or $271,967 at 6%; with 50% employer match about $271,967 at 4% or $181,311 at 6%; with 100% employer match about $203,975 at 4% or $135,983 at 6%.
200513$272,532$70,882$23,627iApproximate average salary by contribution assumption: employee only about $590,683 at 4% or $393,789 at 6%; with 50% employer match about $393,789 at 4% or $262,526 at 6%; with 100% employer match about $295,342 at 4% or $196,894 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$272,532$70,882$23,627iApproximate average salary by contribution assumption: employee only about $590,683 at 4% or $393,789 at 6%; with 50% employer match about $393,789 at 4% or $262,526 at 6%; with 100% employer match about $295,342 at 4% or $196,894 at 6%.
200412$0$0-
John K Morris CPA PC Profit Sharing Plan-2---
200313$142,989$41,636$13,879iApproximate average salary by contribution assumption: employee only about $346,967 at 4% or $231,311 at 6%; with 50% employer match about $231,311 at 4% or $154,207 at 6%; with 100% employer match about $173,483 at 4% or $115,656 at 6%.
John K Morris CPA PC Profit Sharing Plan-3$142,989$41,636$13,879iApproximate average salary by contribution assumption: employee only about $346,967 at 4% or $231,311 at 6%; with 50% employer match about $231,311 at 4% or $154,207 at 6%; with 100% employer match about $173,483 at 4% or $115,656 at 6%.
200212$0$0-
John K Morris CPA PC Profit Sharing Plan-2---
200113$0$0-
John K Morris CPA PC Profit Sharing Plan-3---
200013$0$0-
John K Morris CPA PC Profit Sharing Plan-3---