Civic Intelligence

Morgan P. Underwood, Jr.

Plan context: Morgan P. Underwood, Jr. Profit Sharing Plan and Trust

EIN 95-3061917 • 6 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

2

2001 Assets

$73,892

2001 Contributions

$28,579

Historical Graphs

Total Assets Over Time

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

$73,892$36,946$019992000YearValue
$73,892Latest year 2000

Participants Over Time

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

21019992000YearValue
2Latest year 2000

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
200120$0$0-
Morgan P. Underwood, Jr. Money Purchase Pension Plan and Trust-0---
Morgan P. Underwood, Jr. Profit Sharing Plan and Trust-0---
200022$73,892$28,579$14,290iApproximate average salary by contribution assumption: employee only about $357,238 at 4% or $238,158 at 6%; with 50% employer match about $238,158 at 4% or $158,772 at 6%; with 100% employer match about $178,619 at 4% or $119,079 at 6%.
Morgan P. Underwood, Jr. Profit Sharing Plan and Trust-2$49,041$18,405$9,203iApproximate average salary by contribution assumption: employee only about $230,063 at 4% or $153,375 at 6%; with 50% employer match about $153,375 at 4% or $102,250 at 6%; with 100% employer match about $115,031 at 4% or $76,688 at 6%.
Morgan P. Underwood, Jr. Money Purchase Pension Plan and Trust-2$24,851$10,174$5,087iApproximate average salary by contribution assumption: employee only about $127,175 at 4% or $84,783 at 6%; with 50% employer match about $84,783 at 4% or $56,522 at 6%; with 100% employer match about $63,588 at 4% or $42,392 at 6%.
199922$54,817$32,025$16,013iApproximate average salary by contribution assumption: employee only about $400,313 at 4% or $266,875 at 6%; with 50% employer match about $266,875 at 4% or $177,917 at 6%; with 100% employer match about $200,156 at 4% or $133,438 at 6%.
Morgan P. Underwood, Jr. Profit Sharing Plan and Trust-2$38,127$22,900$11,450iApproximate average salary by contribution assumption: employee only about $286,250 at 4% or $190,833 at 6%; with 50% employer match about $190,833 at 4% or $127,222 at 6%; with 100% employer match about $143,125 at 4% or $95,417 at 6%.
Morgan P. Underwood, Jr. Money Purchase Pension Plan and Trust-2$16,690$9,125$4,563iApproximate average salary by contribution assumption: employee only about $114,063 at 4% or $76,042 at 6%; with 50% employer match about $76,042 at 4% or $50,694 at 6%; with 100% employer match about $57,031 at 4% or $38,021 at 6%.