Civic Intelligence

Aaron B. Morse, M.D. Inc.

Plan context: AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN

EIN 94-2846947 • Santa Cruz, CA • 22 filings • 2 plans

1665 Dominican Way Suite 222ASanta Cruz, CA 95065
Current Snapshot

Latest Year

2020

2020 Participants

62

2020 Assets

$2,495,970

2020 Contributions

$163,495

Historical Graphs

Total Assets Over Time

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

$3,638,207$1,819,104$0200920152020YearValue
$2,495,970Latest year 2020

Participants Over Time

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

62310200920152020YearValue
62Latest year 2020

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
2020262$2,495,970$163,495$2,637iApproximate average salary by contribution assumption: employee only about $65,925 at 4% or $43,950 at 6%; with 50% employer match about $43,950 at 4% or $29,300 at 6%; with 100% employer match about $32,963 at 4% or $21,975 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-62$1,939,172$163,495$2,637iApproximate average salary by contribution assumption: employee only about $65,925 at 4% or $43,950 at 6%; with 50% employer match about $43,950 at 4% or $29,300 at 6%; with 100% employer match about $32,963 at 4% or $21,975 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-22$556,798--
2019250$2,191,769$220,141$4,403iApproximate average salary by contribution assumption: employee only about $110,070 at 4% or $73,380 at 6%; with 50% employer match about $73,380 at 4% or $48,920 at 6%; with 100% employer match about $55,035 at 4% or $36,690 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-50$1,645,378$220,141$4,403iApproximate average salary by contribution assumption: employee only about $110,070 at 4% or $73,380 at 6%; with 50% employer match about $73,380 at 4% or $48,920 at 6%; with 100% employer match about $55,035 at 4% or $36,690 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-31$546,391--
2018240$3,638,207$466,712$11,668iApproximate average salary by contribution assumption: employee only about $291,695 at 4% or $194,463 at 6%; with 50% employer match about $194,463 at 4% or $129,642 at 6%; with 100% employer match about $145,848 at 4% or $97,232 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-32$2,364,424$250,000$7,813iApproximate average salary by contribution assumption: employee only about $195,313 at 4% or $130,208 at 6%; with 50% employer match about $130,208 at 4% or $86,806 at 6%; with 100% employer match about $97,656 at 4% or $65,104 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-40$1,273,783$216,712$5,418iApproximate average salary by contribution assumption: employee only about $135,445 at 4% or $90,297 at 6%; with 50% employer match about $90,297 at 4% or $60,198 at 6%; with 100% employer match about $67,723 at 4% or $45,148 at 6%.
2017243$3,577,567$686,930$15,975iApproximate average salary by contribution assumption: employee only about $399,378 at 4% or $266,252 at 6%; with 50% employer match about $266,252 at 4% or $177,501 at 6%; with 100% employer match about $199,689 at 4% or $133,126 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-31$2,248,078$486,360$15,689iApproximate average salary by contribution assumption: employee only about $392,226 at 4% or $261,484 at 6%; with 50% employer match about $261,484 at 4% or $174,323 at 6%; with 100% employer match about $196,113 at 4% or $130,742 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-43$1,329,489$200,570$4,664iApproximate average salary by contribution assumption: employee only about $116,610 at 4% or $77,740 at 6%; with 50% employer match about $77,740 at 4% or $51,827 at 6%; with 100% employer match about $58,305 at 4% or $38,870 at 6%.
2016235$2,776,187$428,453$12,242iApproximate average salary by contribution assumption: employee only about $306,038 at 4% or $204,025 at 6%; with 50% employer match about $204,025 at 4% or $136,017 at 6%; with 100% employer match about $153,019 at 4% or $102,013 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-15$1,761,718$250,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-35$1,014,469$178,453$5,099iApproximate average salary by contribution assumption: employee only about $127,466 at 4% or $84,978 at 6%; with 50% employer match about $84,978 at 4% or $56,652 at 6%; with 100% employer match about $63,733 at 4% or $42,489 at 6%.
2015231$2,234,085$525,006$16,936iApproximate average salary by contribution assumption: employee only about $423,392 at 4% or $282,261 at 6%; with 50% employer match about $282,261 at 4% or $188,174 at 6%; with 100% employer match about $211,696 at 4% or $141,131 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-9$1,435,182$360,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-31$798,903$165,006$5,323iApproximate average salary by contribution assumption: employee only about $133,069 at 4% or $88,713 at 6%; with 50% employer match about $88,713 at 4% or $59,142 at 6%; with 100% employer match about $66,535 at 4% or $44,356 at 6%.
2014232$1,758,836$427,648$13,364iApproximate average salary by contribution assumption: employee only about $334,100 at 4% or $222,733 at 6%; with 50% employer match about $222,733 at 4% or $148,489 at 6%; with 100% employer match about $167,050 at 4% or $111,367 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-9$1,100,648$270,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-32$658,188$157,648$4,927iApproximate average salary by contribution assumption: employee only about $123,163 at 4% or $82,108 at 6%; with 50% employer match about $82,108 at 4% or $54,739 at 6%; with 100% employer match about $61,581 at 4% or $41,054 at 6%.
2013232$1,361,770$406,953$12,717iApproximate average salary by contribution assumption: employee only about $317,932 at 4% or $211,955 at 6%; with 50% employer match about $211,955 at 4% or $141,303 at 6%; with 100% employer match about $158,966 at 4% or $105,977 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-10$805,351$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-32$556,419$156,953$4,905iApproximate average salary by contribution assumption: employee only about $122,620 at 4% or $81,746 at 6%; with 50% employer match about $81,746 at 4% or $54,498 at 6%; with 100% employer match about $61,310 at 4% or $40,873 at 6%.
2012229$850,918$373,238$12,870iApproximate average salary by contribution assumption: employee only about $321,757 at 4% or $214,505 at 6%; with 50% employer match about $214,505 at 4% or $143,003 at 6%; with 100% employer match about $160,878 at 4% or $107,252 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-8$490,075$250,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-29$360,843$123,238$4,250iApproximate average salary by contribution assumption: employee only about $106,240 at 4% or $70,826 at 6%; with 50% employer match about $70,826 at 4% or $47,218 at 6%; with 100% employer match about $53,120 at 4% or $35,413 at 6%.
2011224$1,527,518$343,432$14,310iApproximate average salary by contribution assumption: employee only about $357,742 at 4% or $238,494 at 6%; with 50% employer match about $238,494 at 4% or $158,996 at 6%; with 100% employer match about $178,871 at 4% or $119,247 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-24$1,300,451$116,365$4,849iApproximate average salary by contribution assumption: employee only about $121,214 at 4% or $80,809 at 6%; with 50% employer match about $80,809 at 4% or $53,873 at 6%; with 100% employer match about $60,607 at 4% or $40,405 at 6%.
Aaron B. Morse, M.D. Inc. Pension Plan-12$227,067$227,067$18,922iApproximate average salary by contribution assumption: employee only about $473,056 at 4% or $315,371 at 6%; with 50% employer match about $315,371 at 4% or $210,247 at 6%; with 100% employer match about $236,528 at 4% or $157,685 at 6%.
201019$1,258,068$8,565$952iApproximate average salary by contribution assumption: employee only about $23,792 at 4% or $15,861 at 6%; with 50% employer match about $15,861 at 4% or $10,574 at 6%; with 100% employer match about $11,896 at 4% or $7,931 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-9$1,258,068$8,565$952iApproximate average salary by contribution assumption: employee only about $23,792 at 4% or $15,861 at 6%; with 50% employer match about $15,861 at 4% or $10,574 at 6%; with 100% employer match about $11,896 at 4% or $7,931 at 6%.
2009111$1,121,761$9,350$850iApproximate average salary by contribution assumption: employee only about $21,250 at 4% or $14,167 at 6%; with 50% employer match about $14,167 at 4% or $9,444 at 6%; with 100% employer match about $10,625 at 4% or $7,083 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-11$1,121,761$9,350$850iApproximate average salary by contribution assumption: employee only about $21,250 at 4% or $14,167 at 6%; with 50% employer match about $14,167 at 4% or $9,444 at 6%; with 100% employer match about $10,625 at 4% or $7,083 at 6%.