Civic Intelligence

Aaron B. Morse, M.D. Inc.

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

EIN 94-2846957 • Santa Cruz, CA • 8 filings • 4 plans

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

Latest Year

2023

2023 Participants

42

2023 Assets

$847,591

2023 Contributions

$9,228

Historical Graphs

Total Assets Over Time

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

$1,456,193$728,097$0200420082022YearValue
$847,591Latest year 2022

Participants Over Time

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

61310200420082022YearValue
42Latest 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$9,228-
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-0$0$9,228-
2022142$847,591$35,543$846iApproximate average salary by contribution assumption: employee only about $21,157 at 4% or $14,104 at 6%; with 50% employer match about $14,104 at 4% or $9,403 at 6%; with 100% employer match about $10,578 at 4% or $7,052 at 6%.
AARON B. MORSE, M.D., INC. 401(K) PROFIT SHARING PLAN-42$847,591$35,543$846iApproximate average salary by contribution assumption: employee only about $21,157 at 4% or $14,104 at 6%; with 50% employer match about $14,104 at 4% or $9,403 at 6%; with 100% employer match about $10,578 at 4% or $7,052 at 6%.
2021261$1,317,889$89,920$1,474iApproximate average salary by contribution assumption: employee only about $36,852 at 4% or $24,568 at 6%; with 50% employer match about $24,568 at 4% or $16,379 at 6%; with 100% employer match about $18,426 at 4% or $12,284 at 6%.
Aaron B. Morse, M.D. Inc. 401K Profit Sharing Plan-61$1,301,970$89,920$1,474iApproximate average salary by contribution assumption: employee only about $36,852 at 4% or $24,568 at 6%; with 50% employer match about $24,568 at 4% or $16,379 at 6%; with 100% employer match about $18,426 at 4% or $12,284 at 6%.
AARON B. MORSE, M.D., INC. PENSION PLAN-1$15,919--
2008115$935,834$10,672$711iApproximate average salary by contribution assumption: employee only about $17,787 at 4% or $11,858 at 6%; with 50% employer match about $11,858 at 4% or $7,905 at 6%; with 100% employer match about $8,893 at 4% or $5,929 at 6%.
Aaron B. Morse, M.D. Inc. 401K Profit Sharing Plan-15$935,834$10,672$711iApproximate average salary by contribution assumption: employee only about $17,787 at 4% or $11,858 at 6%; with 50% employer match about $11,858 at 4% or $7,905 at 6%; with 100% employer match about $8,893 at 4% or $5,929 at 6%.
2007112$1,343,134$87,692$7,308iApproximate average salary by contribution assumption: employee only about $182,692 at 4% or $121,794 at 6%; with 50% employer match about $121,794 at 4% or $81,196 at 6%; with 100% employer match about $91,346 at 4% or $60,897 at 6%.
Aaron B. Morse, M.D. Inc. 401K Profit Sharing Plan-12$1,343,134$87,692$7,308iApproximate average salary by contribution assumption: employee only about $182,692 at 4% or $121,794 at 6%; with 50% employer match about $121,794 at 4% or $81,196 at 6%; with 100% employer match about $91,346 at 4% or $60,897 at 6%.
2005110$1,456,193$74,957$7,496iApproximate average salary by contribution assumption: employee only about $187,393 at 4% or $124,928 at 6%; with 50% employer match about $124,928 at 4% or $83,286 at 6%; with 100% employer match about $93,696 at 4% or $62,464 at 6%.
Aaron B. Morse, M.D. Inc. 401K Profit Sharing Plan-10$1,456,193$74,957$7,496iApproximate average salary by contribution assumption: employee only about $187,393 at 4% or $124,928 at 6%; with 50% employer match about $124,928 at 4% or $83,286 at 6%; with 100% employer match about $93,696 at 4% or $62,464 at 6%.
2004113$1,447,931$80,248$6,173iApproximate average salary by contribution assumption: employee only about $154,323 at 4% or $102,882 at 6%; with 50% employer match about $102,882 at 4% or $68,588 at 6%; with 100% employer match about $77,162 at 4% or $51,441 at 6%.
Aaron B. Morse, M.D. Inc. 401K Profit Sharing Plan-13$1,447,931$80,248$6,173iApproximate average salary by contribution assumption: employee only about $154,323 at 4% or $102,882 at 6%; with 50% employer match about $102,882 at 4% or $68,588 at 6%; with 100% employer match about $77,162 at 4% or $51,441 at 6%.