Civic Intelligence

Carter Morey PC.

Plan context: Carter Morey PC. Profit Sharing Plan

EIN 86-0780735 • Tucson, AZ • 16 filings • 1 plans

110 S. Church Ave., Suite 2170Tucson, AZ 85701
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$2,555,649

2014 Contributions

$5,840

Historical Graphs

Total Assets Over Time

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

$2,623,405$1,311,703$0199920072013YearValue
$2,555,649Latest year 2013

Participants Over Time

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

1260199920062013YearValue
6Latest year 2013

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
201410$0$0-
Carter Morey PC. Profit Sharing Plan-0$0$0-
201316$2,555,649$5,840$973iApproximate average salary by contribution assumption: employee only about $24,333 at 4% or $16,222 at 6%; with 50% employer match about $16,222 at 4% or $10,815 at 6%; with 100% employer match about $12,167 at 4% or $8,111 at 6%.
Carter Morey PC. Profit Sharing Plan-6$2,555,649$5,840$973iApproximate average salary by contribution assumption: employee only about $24,333 at 4% or $16,222 at 6%; with 50% employer match about $16,222 at 4% or $10,815 at 6%; with 100% employer match about $12,167 at 4% or $8,111 at 6%.
201217$2,623,405$5,160$737iApproximate average salary by contribution assumption: employee only about $18,429 at 4% or $12,286 at 6%; with 50% employer match about $12,286 at 4% or $8,190 at 6%; with 100% employer match about $9,214 at 4% or $6,143 at 6%.
Carter Morey PC. Profit Sharing Plan-7$2,623,405$5,160$737iApproximate average salary by contribution assumption: employee only about $18,429 at 4% or $12,286 at 6%; with 50% employer match about $12,286 at 4% or $8,190 at 6%; with 100% employer match about $9,214 at 4% or $6,143 at 6%.
201118$2,519,067$5,160$645iApproximate average salary by contribution assumption: employee only about $16,125 at 4% or $10,750 at 6%; with 50% employer match about $10,750 at 4% or $7,167 at 6%; with 100% employer match about $8,063 at 4% or $5,375 at 6%.
Carter Morey PC. Profit Sharing Plan-8$2,519,067$5,160$645iApproximate average salary by contribution assumption: employee only about $16,125 at 4% or $10,750 at 6%; with 50% employer match about $10,750 at 4% or $7,167 at 6%; with 100% employer match about $8,063 at 4% or $5,375 at 6%.
201018$2,587,570$86,913$10,864iApproximate average salary by contribution assumption: employee only about $271,603 at 4% or $181,069 at 6%; with 50% employer match about $181,069 at 4% or $120,713 at 6%; with 100% employer match about $135,802 at 4% or $90,534 at 6%.
Carter Morey PC. Profit Sharing Plan-8$2,587,570$86,913$10,864iApproximate average salary by contribution assumption: employee only about $271,603 at 4% or $181,069 at 6%; with 50% employer match about $181,069 at 4% or $120,713 at 6%; with 100% employer match about $135,802 at 4% or $90,534 at 6%.
200918$2,271,373$0-
Carter Morey PC. Profit Sharing Plan-8$2,271,373$0-
200817$1,933,111$98,435$14,062iApproximate average salary by contribution assumption: employee only about $351,554 at 4% or $234,369 at 6%; with 50% employer match about $234,369 at 4% or $156,246 at 6%; with 100% employer match about $175,777 at 4% or $117,185 at 6%.
Carter Morey PC. Profit Sharing Plan-7$1,933,111$98,435$14,062iApproximate average salary by contribution assumption: employee only about $351,554 at 4% or $234,369 at 6%; with 50% employer match about $234,369 at 4% or $156,246 at 6%; with 100% employer match about $175,777 at 4% or $117,185 at 6%.
200717$2,539,068$102,631$14,662iApproximate average salary by contribution assumption: employee only about $366,539 at 4% or $244,360 at 6%; with 50% employer match about $244,360 at 4% or $162,906 at 6%; with 100% employer match about $183,270 at 4% or $122,180 at 6%.
Carter Morey PC. Profit Sharing Plan-7$2,539,068$102,631$14,662iApproximate average salary by contribution assumption: employee only about $366,539 at 4% or $244,360 at 6%; with 50% employer match about $244,360 at 4% or $162,906 at 6%; with 100% employer match about $183,270 at 4% or $122,180 at 6%.
200617$2,540,527$20,625$2,946iApproximate average salary by contribution assumption: employee only about $73,661 at 4% or $49,107 at 6%; with 50% employer match about $49,107 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,554 at 6%.
Carter Morey PC. Profit Sharing Plan-7$2,540,527$20,625$2,946iApproximate average salary by contribution assumption: employee only about $73,661 at 4% or $49,107 at 6%; with 50% employer match about $49,107 at 4% or $32,738 at 6%; with 100% employer match about $36,830 at 4% or $24,554 at 6%.
200519$2,055,307$0-
Carter Morey PC. Profit Sharing Plan-9$2,055,307--
200417$1,839,148$16,875$2,411iApproximate average salary by contribution assumption: employee only about $60,268 at 4% or $40,179 at 6%; with 50% employer match about $40,179 at 4% or $26,786 at 6%; with 100% employer match about $30,134 at 4% or $20,089 at 6%.
Carter Morey PC. Profit Sharing Plan-7$1,839,148$16,875$2,411iApproximate average salary by contribution assumption: employee only about $60,268 at 4% or $40,179 at 6%; with 50% employer match about $40,179 at 4% or $26,786 at 6%; with 100% employer match about $30,134 at 4% or $20,089 at 6%.
200317$1,678,896$14,755$2,108iApproximate average salary by contribution assumption: employee only about $52,696 at 4% or $35,131 at 6%; with 50% employer match about $35,131 at 4% or $23,421 at 6%; with 100% employer match about $26,348 at 4% or $17,565 at 6%.
Carter Morey PC. Profit Sharing Plan-7$1,678,896$14,755$2,108iApproximate average salary by contribution assumption: employee only about $52,696 at 4% or $35,131 at 6%; with 50% employer match about $35,131 at 4% or $23,421 at 6%; with 100% employer match about $26,348 at 4% or $17,565 at 6%.
2002110$0$0-
Carter Morey PC. Profit Sharing Plan-10---
2001110$0$0-
Carter Morey PC. Profit Sharing Plan-10---
2000112$1,423,842$73,707$6,142iApproximate average salary by contribution assumption: employee only about $153,556 at 4% or $102,371 at 6%; with 50% employer match about $102,371 at 4% or $68,247 at 6%; with 100% employer match about $76,778 at 4% or $51,185 at 6%.
Carter Morey PC. Profit Sharing Plan-12$1,423,842$73,707$6,142iApproximate average salary by contribution assumption: employee only about $153,556 at 4% or $102,371 at 6%; with 50% employer match about $102,371 at 4% or $68,247 at 6%; with 100% employer match about $76,778 at 4% or $51,185 at 6%.
199919$1,330,561$69,505$7,723iApproximate average salary by contribution assumption: employee only about $193,069 at 4% or $128,713 at 6%; with 50% employer match about $128,713 at 4% or $85,809 at 6%; with 100% employer match about $96,535 at 4% or $64,356 at 6%.
Carter Morey PC. Profit Sharing Plan-9$1,330,561$69,505$7,723iApproximate average salary by contribution assumption: employee only about $193,069 at 4% or $128,713 at 6%; with 50% employer match about $128,713 at 4% or $85,809 at 6%; with 100% employer match about $96,535 at 4% or $64,356 at 6%.