Civic Intelligence

John Morrison Inc.

Plan context: John Morrison Inc. Cash Balance Plan

EIN 94-3209025 • Oakland, CA • 40 filings • 3 plans

1955 Mountain Blvd., Suite 115Oakland, CA 94611
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$46,932

2022 Contributions

$703

Historical Graphs

Total Assets Over Time

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

$2,403,936$1,201,968$0199920122021YearValue
$46,932Latest year 2021

Participants Over Time

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

33170199920102021YearValue
10Latest year 2021

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
202220$0$703-
John Morrision Inc. Retirement Plan-0$0$0-
John Morrison Inc. Cash Balance Plan-0$0$703-
2021210$46,932$0-
John Morrision Inc. Retirement Plan-10$35,701$0-
John Morrison Inc. Cash Balance Plan-10$11,231$0-
2020213$74,312$80$6iApproximate average salary by contribution assumption: employee only about $154 at 4% or $103 at 6%; with 50% employer match about $103 at 4% or $68 at 6%; with 100% employer match about $77 at 4% or $51 at 6%.
John Morrision Inc. Retirement Plan-13$61,108$80$6iApproximate average salary by contribution assumption: employee only about $154 at 4% or $103 at 6%; with 50% employer match about $103 at 4% or $68 at 6%; with 100% employer match about $77 at 4% or $51 at 6%.
John Morrison Inc. Cash Balance Plan-10$13,204$0-
2019216$312,934$0-
John Morrision Inc. Retirement Plan-16$249,977$0-
John Morrison Inc. Cash Balance Plan-15$62,957$0-
2018233$2,403,936$464,119$14,064iApproximate average salary by contribution assumption: employee only about $351,605 at 4% or $234,404 at 6%; with 50% employer match about $234,404 at 4% or $156,269 at 6%; with 100% employer match about $175,803 at 4% or $117,202 at 6%.
John Morrison Inc. Cash Balance Plan-28$1,850,847$376,245$13,437iApproximate average salary by contribution assumption: employee only about $335,933 at 4% or $223,955 at 6%; with 50% employer match about $223,955 at 4% or $149,304 at 6%; with 100% employer match about $167,967 at 4% or $111,978 at 6%.
John Morrision Inc. Retirement Plan-33$553,089$87,874$2,663iApproximate average salary by contribution assumption: employee only about $66,571 at 4% or $44,381 at 6%; with 50% employer match about $44,381 at 4% or $29,587 at 6%; with 100% employer match about $33,286 at 4% or $22,190 at 6%.
2017233$2,072,617$652,124$19,761iApproximate average salary by contribution assumption: employee only about $494,033 at 4% or $329,356 at 6%; with 50% employer match about $329,356 at 4% or $219,570 at 6%; with 100% employer match about $247,017 at 4% or $164,678 at 6%.
John Morrison Inc. Cash Balance Plan-26$1,597,554$524,250$20,163iApproximate average salary by contribution assumption: employee only about $504,087 at 4% or $336,058 at 6%; with 50% employer match about $336,058 at 4% or $224,038 at 6%; with 100% employer match about $252,043 at 4% or $168,029 at 6%.
John Morrision Inc. Retirement Plan-33$475,063$127,874$3,875iApproximate average salary by contribution assumption: employee only about $96,874 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,055 at 6%; with 100% employer match about $48,437 at 4% or $32,291 at 6%.
2016232$1,532,518$573,330$17,917iApproximate average salary by contribution assumption: employee only about $447,914 at 4% or $298,609 at 6%; with 50% employer match about $298,609 at 4% or $199,073 at 6%; with 100% employer match about $223,957 at 4% or $149,305 at 6%.
John Morrison Inc. Cash Balance Plan-22$1,176,821$458,000$20,818iApproximate average salary by contribution assumption: employee only about $520,455 at 4% or $346,970 at 6%; with 50% employer match about $346,970 at 4% or $231,313 at 6%; with 100% employer match about $260,227 at 4% or $173,485 at 6%.
John Morrision Inc. Retirement Plan-32$355,697$115,330$3,604iApproximate average salary by contribution assumption: employee only about $90,102 at 4% or $60,068 at 6%; with 50% employer match about $60,068 at 4% or $40,045 at 6%; with 100% employer match about $45,051 at 4% or $30,034 at 6%.
2015224$1,107,539$400,000$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%.
John Morrison Inc. Cash Balance Plan-16$807,528$366,535$22,908iApproximate average salary by contribution assumption: employee only about $572,711 at 4% or $381,807 at 6%; with 50% employer match about $381,807 at 4% or $254,538 at 6%; with 100% employer match about $286,355 at 4% or $190,904 at 6%.
John Morrision Inc. Retirement Plan-24$300,011$33,465$1,394iApproximate average salary by contribution assumption: employee only about $34,859 at 4% or $23,240 at 6%; with 50% employer match about $23,240 at 4% or $15,493 at 6%; with 100% employer match about $17,430 at 4% or $11,620 at 6%.
2014218$776,968$220,000$12,222iApproximate average salary by contribution assumption: employee only about $305,556 at 4% or $203,704 at 6%; with 50% employer match about $203,704 at 4% or $135,802 at 6%; with 100% employer match about $152,778 at 4% or $101,852 at 6%.
John Morrison Inc. Cash Balance Plan-15$464,544$198,593$13,240iApproximate average salary by contribution assumption: employee only about $330,988 at 4% or $220,659 at 6%; with 50% employer match about $220,659 at 4% or $147,106 at 6%; with 100% employer match about $165,494 at 4% or $110,329 at 6%.
John Morrision Inc. Retirement Plan-18$312,424$21,407$1,189iApproximate average salary by contribution assumption: employee only about $29,732 at 4% or $19,821 at 6%; with 50% employer match about $19,821 at 4% or $13,214 at 6%; with 100% employer match about $14,866 at 4% or $9,911 at 6%.
2013218$715,326$150,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
John Morrision Inc. Retirement Plan-18$449,466$50,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
John Morrison Inc. Cash Balance Plan-14$265,860$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2012221$936,857$10,000$476iApproximate average salary by contribution assumption: employee only about $11,905 at 4% or $7,937 at 6%; with 50% employer match about $7,937 at 4% or $5,291 at 6%; with 100% employer match about $5,952 at 4% or $3,968 at 6%.
John Morrison Inc. Cash Balance Plan-18$495,326$10,000$556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%.
John Morrision Inc. Retirement Plan-21$441,531--
2011222$1,064,873$14,600$664iApproximate average salary by contribution assumption: employee only about $16,591 at 4% or $11,061 at 6%; with 50% employer match about $11,061 at 4% or $7,374 at 6%; with 100% employer match about $8,295 at 4% or $5,530 at 6%.
John Morrision Inc. Retirement Plan-22$576,281$0-
John Morrison Inc. Cash Balance Plan-18$488,592$14,600$811iApproximate average salary by contribution assumption: employee only about $20,278 at 4% or $13,519 at 6%; with 50% employer match about $13,519 at 4% or $9,012 at 6%; with 100% employer match about $10,139 at 4% or $6,759 at 6%.
2010223$1,149,945$137,979$5,999iApproximate average salary by contribution assumption: employee only about $149,977 at 4% or $99,985 at 6%; with 50% employer match about $99,985 at 4% or $66,657 at 6%; with 100% employer match about $74,989 at 4% or $49,992 at 6%.
John Morrision Inc. Retirement Plan-23$676,343$27,979$1,216iApproximate average salary by contribution assumption: employee only about $30,412 at 4% or $20,275 at 6%; with 50% employer match about $20,275 at 4% or $13,516 at 6%; with 100% employer match about $15,206 at 4% or $10,137 at 6%.
John Morrison Inc. Cash Balance Plan-18$473,602$110,000$6,111iApproximate average salary by contribution assumption: employee only about $152,778 at 4% or $101,852 at 6%; with 50% employer match about $101,852 at 4% or $67,901 at 6%; with 100% employer match about $76,389 at 4% or $50,926 at 6%.
2009222$1,010,460$180,000$8,182iApproximate average salary by contribution assumption: employee only about $204,545 at 4% or $136,364 at 6%; with 50% employer match about $136,364 at 4% or $90,909 at 6%; with 100% employer match about $102,273 at 4% or $68,182 at 6%.
John Morrision Inc. Retirement Plan-22$646,908$55,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
John Morrison Inc. Cash Balance Plan-21$363,552$125,000$5,952iApproximate average salary by contribution assumption: employee only about $148,810 at 4% or $99,206 at 6%; with 50% employer match about $99,206 at 4% or $66,138 at 6%; with 100% employer match about $74,405 at 4% or $49,603 at 6%.
2008218$814,748$221,364$12,298iApproximate average salary by contribution assumption: employee only about $307,450 at 4% or $204,967 at 6%; with 50% employer match about $204,967 at 4% or $136,644 at 6%; with 100% employer match about $153,725 at 4% or $102,483 at 6%.
John Morrision Inc. Retirement Plan-18$579,879$101,364$5,631iApproximate average salary by contribution assumption: employee only about $140,783 at 4% or $93,856 at 6%; with 50% employer match about $93,856 at 4% or $62,570 at 6%; with 100% employer match about $70,392 at 4% or $46,928 at 6%.
John Morrison Inc. Cash Balance Plan-17$234,869$120,000$7,059iApproximate average salary by contribution assumption: employee only about $176,471 at 4% or $117,647 at 6%; with 50% employer match about $117,647 at 4% or $78,431 at 6%; with 100% employer match about $88,235 at 4% or $58,824 at 6%.
2007210$0$0-
John Morrision Inc. Retirement Plan-10---
John Morrison Inc. Cash Balance Plan-10---
200613$395,360$53,652$17,884iApproximate average salary by contribution assumption: employee only about $447,100 at 4% or $298,067 at 6%; with 50% employer match about $298,067 at 4% or $198,711 at 6%; with 100% employer match about $223,550 at 4% or $149,033 at 6%.
John Morrision Inc. Retirement Plan-3$395,360$53,652$17,884iApproximate average salary by contribution assumption: employee only about $447,100 at 4% or $298,067 at 6%; with 50% employer match about $298,067 at 4% or $198,711 at 6%; with 100% employer match about $223,550 at 4% or $149,033 at 6%.
200518$324,866$0-
John Morrision Inc. Retirement Plan-8$324,866--
200413$0$0-
John Morrision Inc. Retirement Plan-3---
200316$295,858$44,828$7,471iApproximate average salary by contribution assumption: employee only about $186,783 at 4% or $124,522 at 6%; with 50% employer match about $124,522 at 4% or $83,015 at 6%; with 100% employer match about $93,392 at 4% or $62,261 at 6%.
John Morrision Inc. Retirement Plan-6$295,858$44,828$7,471iApproximate average salary by contribution assumption: employee only about $186,783 at 4% or $124,522 at 6%; with 50% employer match about $124,522 at 4% or $83,015 at 6%; with 100% employer match about $93,392 at 4% or $62,261 at 6%.
200218$269,369$54,257$6,782iApproximate average salary by contribution assumption: employee only about $169,553 at 4% or $113,035 at 6%; with 50% employer match about $113,035 at 4% or $75,357 at 6%; with 100% employer match about $84,777 at 4% or $56,518 at 6%.
John Morrision Inc. Retirement Plan-8$269,369$54,257$6,782iApproximate average salary by contribution assumption: employee only about $169,553 at 4% or $113,035 at 6%; with 50% employer match about $113,035 at 4% or $75,357 at 6%; with 100% employer match about $84,777 at 4% or $56,518 at 6%.
200117$0$0-
John Morrision Inc. Retirement Plan-7---
200018$0$0-
John Morrision Inc. Retirement Plan-8---
1999117$119,270$41,888$2,464iApproximate average salary by contribution assumption: employee only about $61,600 at 4% or $41,067 at 6%; with 50% employer match about $41,067 at 4% or $27,378 at 6%; with 100% employer match about $30,800 at 4% or $20,533 at 6%.
John Morrision Inc. Retirement Plan-17$119,270$41,888$2,464iApproximate average salary by contribution assumption: employee only about $61,600 at 4% or $41,067 at 6%; with 50% employer match about $41,067 at 4% or $27,378 at 6%; with 100% employer match about $30,800 at 4% or $20,533 at 6%.