Civic Intelligence

Jeffrey J. Morley, Dds

Plan context: Jeffrey J. Morley, Dds Defined Benefit Pension Plan

EIN 94-2422716 • 14 filings • 3 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$486,092

2004 Contributions

$77,347

Historical Graphs

Total Assets Over Time

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

$486,092$243,046$019992003YearValue
$486,092Latest year 2003

Participants Over Time

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

420199920012003YearValue
1Latest year 2003

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
200410$0$0-
Jeffrey J. Morley, Dds Defined Benefit Pension Plan-0---
200311$486,092$77,347$77,347iApproximate average salary by contribution assumption: employee only about $1,933,675 at 4% or $1,289,117 at 6%; with 50% employer match about $1,289,117 at 4% or $859,411 at 6%; with 100% employer match about $966,838 at 4% or $644,558 at 6%.
Jeffrey J. Morley, Dds Defined Benefit Pension Plan-1$486,092$77,347$77,347iApproximate average salary by contribution assumption: employee only about $1,933,675 at 4% or $1,289,117 at 6%; with 50% employer match about $1,289,117 at 4% or $859,411 at 6%; with 100% employer match about $966,838 at 4% or $644,558 at 6%.
200234$0$0-
Jeffrey J. Morley, Dds Defined Benefit Pension Plan-4---
Charles Schwab Keogh Plan Form A-1 Money Purchase Pension Plan Adopter Jeffrey J. Morley, Dds-0---
Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Jeffrey J. Morley, Dds-0---
200133$0$0-
Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Jeffrey J. Morley, Dds-3---
Charles Schwab Keogh Plan Form A-1 Money Purchase Pension Plan Adopter Jeffrey J. Morley, Dds-3---
Jeffrey J. Morley, Dds Defined Benefit Pension Plan-3---
200032$0$0-
Jeffrey J. Morley, Dds Defined Benefit Pension Plan-1---
Charles Schwab Keogh Plan Form A-1 Money Purchase Pension Plan Adopter Jeffrey J. Morley, Dds-2---
Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Jeffrey J. Morley, Dds-2---
199932$213,997$51,559$25,780iApproximate average salary by contribution assumption: employee only about $644,488 at 4% or $429,658 at 6%; with 50% employer match about $429,658 at 4% or $286,439 at 6%; with 100% employer match about $322,244 at 4% or $214,829 at 6%.
Charles Schwab Keogh Plan Form A-1 Money Purchase Pension Plan Adopter Jeffrey J. Morley, Dds-2$85,372--
Charles Schwab Keogh Plan Form A-2 Profit Sharing Plan Adopter Jeffrey J. Morley, Dds-2$77,066--
Jeffrey J. Morley, Dds Defined Benefit Pension Plan-2$51,559$51,559$25,780iApproximate average salary by contribution assumption: employee only about $644,488 at 4% or $429,658 at 6%; with 50% employer match about $429,658 at 4% or $286,439 at 6%; with 100% employer match about $322,244 at 4% or $214,829 at 6%.