Civic Intelligence

Morton Cpas PC.

Plan context: Morton Cpas PC. 401(K) Plan

EIN 86-0947243 • Scottsdale, AZ • 12 filings • 3 plans

5020 East Shea Blvd.Suite 200Scottsdale, AZ 85254-4694
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$604,091

2018 Contributions

$68,285

Historical Graphs

Total Assets Over Time

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

$604,091$302,046$0200820132017YearValue
$604,091Latest year 2017

Participants Over Time

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

1470200720122017YearValue
11Latest year 2017

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
201810$0$0-
Morton Cpas PC. 401(K) Plan-0$0--
2017111$604,091$68,285$6,208iApproximate average salary by contribution assumption: employee only about $155,193 at 4% or $103,462 at 6%; with 50% employer match about $103,462 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%.
Morton Cpas PC. 401(K) Plan-11$604,091$68,285$6,208iApproximate average salary by contribution assumption: employee only about $155,193 at 4% or $103,462 at 6%; with 50% employer match about $103,462 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%.
2016112$564,994$61,843$5,154iApproximate average salary by contribution assumption: employee only about $128,840 at 4% or $85,893 at 6%; with 50% employer match about $85,893 at 4% or $57,262 at 6%; with 100% employer match about $64,420 at 4% or $42,947 at 6%.
Morton Cpas PC. 401(K) Plan-12$564,994$61,843$5,154iApproximate average salary by contribution assumption: employee only about $128,840 at 4% or $85,893 at 6%; with 50% employer match about $85,893 at 4% or $57,262 at 6%; with 100% employer match about $64,420 at 4% or $42,947 at 6%.
2015114$478,334$56,920$4,066iApproximate average salary by contribution assumption: employee only about $101,643 at 4% or $67,762 at 6%; with 50% employer match about $67,762 at 4% or $45,175 at 6%; with 100% employer match about $50,821 at 4% or $33,881 at 6%.
Morton Cpas PC. 401(K) Plan-14$478,334$56,920$4,066iApproximate average salary by contribution assumption: employee only about $101,643 at 4% or $67,762 at 6%; with 50% employer match about $67,762 at 4% or $45,175 at 6%; with 100% employer match about $50,821 at 4% or $33,881 at 6%.
2014114$455,821$49,318$3,523iApproximate average salary by contribution assumption: employee only about $88,068 at 4% or $58,712 at 6%; with 50% employer match about $58,712 at 4% or $39,141 at 6%; with 100% employer match about $44,034 at 4% or $29,356 at 6%.
Morton Cpas PC. 401(K) Plan-14$455,821$49,318$3,523iApproximate average salary by contribution assumption: employee only about $88,068 at 4% or $58,712 at 6%; with 50% employer match about $58,712 at 4% or $39,141 at 6%; with 100% employer match about $44,034 at 4% or $29,356 at 6%.
2013113$390,911$54,601$4,200iApproximate average salary by contribution assumption: employee only about $105,002 at 4% or $70,001 at 6%; with 50% employer match about $70,001 at 4% or $46,668 at 6%; with 100% employer match about $52,501 at 4% or $35,001 at 6%.
Morton Cpas PC. 401(K) Plan-13$390,911$54,601$4,200iApproximate average salary by contribution assumption: employee only about $105,002 at 4% or $70,001 at 6%; with 50% employer match about $70,001 at 4% or $46,668 at 6%; with 100% employer match about $52,501 at 4% or $35,001 at 6%.
2012112$325,319$43,012$3,584iApproximate average salary by contribution assumption: employee only about $89,608 at 4% or $59,739 at 6%; with 50% employer match about $59,739 at 4% or $39,826 at 6%; with 100% employer match about $44,804 at 4% or $29,869 at 6%.
Morton Cpas PC. 401(K) Plan-12$325,319$43,012$3,584iApproximate average salary by contribution assumption: employee only about $89,608 at 4% or $59,739 at 6%; with 50% employer match about $59,739 at 4% or $39,826 at 6%; with 100% employer match about $44,804 at 4% or $29,869 at 6%.
2011110$281,348$36,714$3,671iApproximate average salary by contribution assumption: employee only about $91,785 at 4% or $61,190 at 6%; with 50% employer match about $61,190 at 4% or $40,793 at 6%; with 100% employer match about $45,893 at 4% or $30,595 at 6%.
Morton Cpas PC. 401(K) Plan-10$281,348$36,714$3,671iApproximate average salary by contribution assumption: employee only about $91,785 at 4% or $61,190 at 6%; with 50% employer match about $61,190 at 4% or $40,793 at 6%; with 100% employer match about $45,893 at 4% or $30,595 at 6%.
2010110$258,595$40,216$4,022iApproximate average salary by contribution assumption: employee only about $100,540 at 4% or $67,027 at 6%; with 50% employer match about $67,027 at 4% or $44,684 at 6%; with 100% employer match about $50,270 at 4% or $33,513 at 6%.
Morton Cpas PC. 401(K) Plan-10$258,595$40,216$4,022iApproximate average salary by contribution assumption: employee only about $100,540 at 4% or $67,027 at 6%; with 50% employer match about $67,027 at 4% or $44,684 at 6%; with 100% employer match about $50,270 at 4% or $33,513 at 6%.
2009111$194,359$33,062$3,006iApproximate average salary by contribution assumption: employee only about $75,141 at 4% or $50,094 at 6%; with 50% employer match about $50,094 at 4% or $33,396 at 6%; with 100% employer match about $37,570 at 4% or $25,047 at 6%.
Morton Cpas PC. 401(K) Plan-11$194,359$33,062$3,006iApproximate average salary by contribution assumption: employee only about $75,141 at 4% or $50,094 at 6%; with 50% employer match about $50,094 at 4% or $33,396 at 6%; with 100% employer match about $37,570 at 4% or $25,047 at 6%.
2008110$135,519$54,932$5,493iApproximate average salary by contribution assumption: employee only about $137,330 at 4% or $91,553 at 6%; with 50% employer match about $91,553 at 4% or $61,036 at 6%; with 100% employer match about $68,665 at 4% or $45,777 at 6%.
Morton Cpas PC. 401(K) Plan-10$135,519$54,932$5,493iApproximate average salary by contribution assumption: employee only about $137,330 at 4% or $91,553 at 6%; with 50% employer match about $91,553 at 4% or $61,036 at 6%; with 100% employer match about $68,665 at 4% or $45,777 at 6%.
2007110$0$0-
Morton Cpas PC. 401(K) Plan-10---