Civic Intelligence

Richard B. Morgan, M. D. Inc.

Plan context: Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust

EIN 94-2920161 • San Mateo, CA • 13 filings • 3 plans

50 South San Mateo Drive, Suite 270San Mateo, CA 94401-3859
Current Snapshot

Latest Year

2011

2011 Participants

6

2011 Assets

$1,450,532

2011 Contributions

$28,422

Historical Graphs

Total Assets Over Time

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

$1,461,300$730,650$0199920092010YearValue
$1,450,532Latest year 2010

Participants Over Time

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

950199920052010YearValue
6Latest year 2010

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
201110$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-0$0$0-
201016$1,450,532$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-6$1,450,532$0-
200916$1,461,300$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-6$1,461,300$0-
200814$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-4---
200715$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-5---
200615$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-5---
200516$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-6---
200415$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-5---
200319$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-9---
200216$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-6---
200116$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-6---
200017$0$0-
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-7---
199917$763,706$28,422$4,060iApproximate average salary by contribution assumption: employee only about $101,507 at 4% or $67,671 at 6%; with 50% employer match about $67,671 at 4% or $45,114 at 6%; with 100% employer match about $50,754 at 4% or $33,836 at 6%.
Richard B. Morgan, M. D. Inc. Employee Profit Sharing Trust-7$763,706$28,422$4,060iApproximate average salary by contribution assumption: employee only about $101,507 at 4% or $67,671 at 6%; with 50% employer match about $67,671 at 4% or $45,114 at 6%; with 100% employer match about $50,754 at 4% or $33,836 at 6%.