Civic Intelligence

David Morse & Associates Inc. I

Plan context: David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan

EIN 95-4424472 • Woodland Hills, CA • 28 filings • 5 plans

6320 Canoga AveWoodland Hills, CA 91367-2526
Current Snapshot

Latest Year

2024

2024 Participants

154

2024 Assets

$5,302,924

2024 Contributions

$295,397

Historical Graphs

Total Assets Over Time

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

$5,785,166$2,892,583$0199920132024YearValue
$5,302,924Latest year 2024

Participants Over Time

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

2181090199920122024YearValue
154Latest year 2024

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
20241154$5,302,924$295,397$1,918iApproximate average salary by contribution assumption: employee only about $47,954 at 4% or $31,969 at 6%; with 50% employer match about $31,969 at 4% or $21,313 at 6%; with 100% employer match about $23,977 at 4% or $15,985 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-154$5,302,924$295,397$1,918iApproximate average salary by contribution assumption: employee only about $47,954 at 4% or $31,969 at 6%; with 50% employer match about $31,969 at 4% or $21,313 at 6%; with 100% employer match about $23,977 at 4% or $15,985 at 6%.
20232167$5,244,815$349,579$2,093iApproximate average salary by contribution assumption: employee only about $52,332 at 4% or $34,888 at 6%; with 50% employer match about $34,888 at 4% or $23,259 at 6%; with 100% employer match about $26,166 at 4% or $17,444 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-167$5,244,815$349,579$2,093iApproximate average salary by contribution assumption: employee only about $52,332 at 4% or $34,888 at 6%; with 50% employer match about $34,888 at 4% or $23,259 at 6%; with 100% employer match about $26,166 at 4% or $17,444 at 6%.
DMA CLAIMS, LLC - FLEXIBLE BENEFITS PLAN-0---
20222153$4,952,489$334,579$2,187iApproximate average salary by contribution assumption: employee only about $54,670 at 4% or $36,447 at 6%; with 50% employer match about $36,447 at 4% or $24,298 at 6%; with 100% employer match about $27,335 at 4% or $18,223 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-153$4,935,729$317,819$2,077iApproximate average salary by contribution assumption: employee only about $51,931 at 4% or $34,621 at 6%; with 50% employer match about $34,621 at 4% or $23,081 at 6%; with 100% employer match about $25,966 at 4% or $17,310 at 6%.
DMA CLAIMS, LLC - FLEXIBLE BENEFITS PLAN-14$16,760$16,760$1,197iApproximate average salary by contribution assumption: employee only about $29,929 at 4% or $19,952 at 6%; with 50% employer match about $19,952 at 4% or $13,302 at 6%; with 100% employer match about $14,964 at 4% or $9,976 at 6%.
20211205$5,785,166$321,812$1,570iApproximate average salary by contribution assumption: employee only about $39,245 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,442 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-205$5,785,166$321,812$1,570iApproximate average salary by contribution assumption: employee only about $39,245 at 4% or $26,164 at 6%; with 50% employer match about $26,164 at 4% or $17,442 at 6%; with 100% employer match about $19,623 at 4% or $13,082 at 6%.
20201187$5,149,054$275,353$1,472iApproximate average salary by contribution assumption: employee only about $36,812 at 4% or $24,541 at 6%; with 50% employer match about $24,541 at 4% or $16,361 at 6%; with 100% employer match about $18,406 at 4% or $12,271 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-187$5,149,054$275,353$1,472iApproximate average salary by contribution assumption: employee only about $36,812 at 4% or $24,541 at 6%; with 50% employer match about $24,541 at 4% or $16,361 at 6%; with 100% employer match about $18,406 at 4% or $12,271 at 6%.
20191190$4,719,084$266,659$1,403iApproximate average salary by contribution assumption: employee only about $35,087 at 4% or $23,391 at 6%; with 50% employer match about $23,391 at 4% or $15,594 at 6%; with 100% employer match about $17,543 at 4% or $11,696 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-190$4,719,084$266,659$1,403iApproximate average salary by contribution assumption: employee only about $35,087 at 4% or $23,391 at 6%; with 50% employer match about $23,391 at 4% or $15,594 at 6%; with 100% employer match about $17,543 at 4% or $11,696 at 6%.
20181196$3,903,690$279,454$1,426iApproximate average salary by contribution assumption: employee only about $35,645 at 4% or $23,763 at 6%; with 50% employer match about $23,763 at 4% or $15,842 at 6%; with 100% employer match about $17,822 at 4% or $11,882 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-196$3,903,690$279,454$1,426iApproximate average salary by contribution assumption: employee only about $35,645 at 4% or $23,763 at 6%; with 50% employer match about $23,763 at 4% or $15,842 at 6%; with 100% employer match about $17,822 at 4% or $11,882 at 6%.
20171204$4,072,274$310,125$1,520iApproximate average salary by contribution assumption: employee only about $38,006 at 4% or $25,337 at 6%; with 50% employer match about $25,337 at 4% or $16,891 at 6%; with 100% employer match about $19,003 at 4% or $12,669 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-204$4,072,274$310,125$1,520iApproximate average salary by contribution assumption: employee only about $38,006 at 4% or $25,337 at 6%; with 50% employer match about $25,337 at 4% or $16,891 at 6%; with 100% employer match about $19,003 at 4% or $12,669 at 6%.
20161218$3,854,075$275,405$1,263iApproximate average salary by contribution assumption: employee only about $31,583 at 4% or $21,055 at 6%; with 50% employer match about $21,055 at 4% or $14,037 at 6%; with 100% employer match about $15,792 at 4% or $10,528 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-218$3,854,075$275,405$1,263iApproximate average salary by contribution assumption: employee only about $31,583 at 4% or $21,055 at 6%; with 50% employer match about $21,055 at 4% or $14,037 at 6%; with 100% employer match about $15,792 at 4% or $10,528 at 6%.
20151201$3,684,372$264,200$1,314iApproximate average salary by contribution assumption: employee only about $32,861 at 4% or $21,907 at 6%; with 50% employer match about $21,907 at 4% or $14,605 at 6%; with 100% employer match about $16,430 at 4% or $10,954 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-201$3,684,372$264,200$1,314iApproximate average salary by contribution assumption: employee only about $32,861 at 4% or $21,907 at 6%; with 50% employer match about $21,907 at 4% or $14,605 at 6%; with 100% employer match about $16,430 at 4% or $10,954 at 6%.
20141216$3,843,734$258,361$1,196iApproximate average salary by contribution assumption: employee only about $29,903 at 4% or $19,935 at 6%; with 50% employer match about $19,935 at 4% or $13,290 at 6%; with 100% employer match about $14,951 at 4% or $9,968 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-216$3,843,734$258,361$1,196iApproximate average salary by contribution assumption: employee only about $29,903 at 4% or $19,935 at 6%; with 50% employer match about $19,935 at 4% or $13,290 at 6%; with 100% employer match about $14,951 at 4% or $9,968 at 6%.
20131195$3,577,329$216,546$1,110iApproximate average salary by contribution assumption: employee only about $27,762 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-195$3,577,329$216,546$1,110iApproximate average salary by contribution assumption: employee only about $27,762 at 4% or $18,508 at 6%; with 50% employer match about $18,508 at 4% or $12,339 at 6%; with 100% employer match about $13,881 at 4% or $9,254 at 6%.
20121177$3,075,062$280,182$1,583iApproximate average salary by contribution assumption: employee only about $39,574 at 4% or $26,382 at 6%; with 50% employer match about $26,382 at 4% or $17,588 at 6%; with 100% employer match about $19,787 at 4% or $13,191 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-177$3,075,062$280,182$1,583iApproximate average salary by contribution assumption: employee only about $39,574 at 4% or $26,382 at 6%; with 50% employer match about $26,382 at 4% or $17,588 at 6%; with 100% employer match about $19,787 at 4% or $13,191 at 6%.
20111204$2,692,330$205,421$1,007iApproximate average salary by contribution assumption: employee only about $25,174 at 4% or $16,783 at 6%; with 50% employer match about $16,783 at 4% or $11,189 at 6%; with 100% employer match about $12,587 at 4% or $8,391 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-204$2,692,330$205,421$1,007iApproximate average salary by contribution assumption: employee only about $25,174 at 4% or $16,783 at 6%; with 50% employer match about $16,783 at 4% or $11,189 at 6%; with 100% employer match about $12,587 at 4% or $8,391 at 6%.
20101183$2,315,859$198,709$1,086iApproximate average salary by contribution assumption: employee only about $27,146 at 4% or $18,097 at 6%; with 50% employer match about $18,097 at 4% or $12,065 at 6%; with 100% employer match about $13,573 at 4% or $9,049 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-183$2,315,859$198,709$1,086iApproximate average salary by contribution assumption: employee only about $27,146 at 4% or $18,097 at 6%; with 50% employer match about $18,097 at 4% or $12,065 at 6%; with 100% employer match about $13,573 at 4% or $9,049 at 6%.
20091192$2,279,862$207,988$1,083iApproximate average salary by contribution assumption: employee only about $27,082 at 4% or $18,055 at 6%; with 50% employer match about $18,055 at 4% or $12,036 at 6%; with 100% employer match about $13,541 at 4% or $9,027 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-192$2,279,862$207,988$1,083iApproximate average salary by contribution assumption: employee only about $27,082 at 4% or $18,055 at 6%; with 50% employer match about $18,055 at 4% or $12,036 at 6%; with 100% employer match about $13,541 at 4% or $9,027 at 6%.
20081207$2,164,859$357,519$1,727iApproximate average salary by contribution assumption: employee only about $43,179 at 4% or $28,786 at 6%; with 50% employer match about $28,786 at 4% or $19,190 at 6%; with 100% employer match about $21,589 at 4% or $14,393 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-207$2,164,859$357,519$1,727iApproximate average salary by contribution assumption: employee only about $43,179 at 4% or $28,786 at 6%; with 50% employer match about $28,786 at 4% or $19,190 at 6%; with 100% employer match about $21,589 at 4% or $14,393 at 6%.
20071195$2,614,679$305,271$1,565iApproximate average salary by contribution assumption: employee only about $39,137 at 4% or $26,092 at 6%; with 50% employer match about $26,092 at 4% or $17,394 at 6%; with 100% employer match about $19,569 at 4% or $13,046 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-195$2,614,679$305,271$1,565iApproximate average salary by contribution assumption: employee only about $39,137 at 4% or $26,092 at 6%; with 50% employer match about $26,092 at 4% or $17,394 at 6%; with 100% employer match about $19,569 at 4% or $13,046 at 6%.
20061218$2,428,575$351,748$1,614iApproximate average salary by contribution assumption: employee only about $40,338 at 4% or $26,892 at 6%; with 50% employer match about $26,892 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-218$2,428,575$351,748$1,614iApproximate average salary by contribution assumption: employee only about $40,338 at 4% or $26,892 at 6%; with 50% employer match about $26,892 at 4% or $17,928 at 6%; with 100% employer match about $20,169 at 4% or $13,446 at 6%.
20051208$2,106,279$326,410$1,569iApproximate average salary by contribution assumption: employee only about $39,232 at 4% or $26,155 at 6%; with 50% employer match about $26,155 at 4% or $17,436 at 6%; with 100% employer match about $19,616 at 4% or $13,077 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-208$2,106,279$326,410$1,569iApproximate average salary by contribution assumption: employee only about $39,232 at 4% or $26,155 at 6%; with 50% employer match about $26,155 at 4% or $17,436 at 6%; with 100% employer match about $19,616 at 4% or $13,077 at 6%.
20041217$1,710,854$319,340$1,472iApproximate average salary by contribution assumption: employee only about $36,790 at 4% or $24,527 at 6%; with 50% employer match about $24,527 at 4% or $16,351 at 6%; with 100% employer match about $18,395 at 4% or $12,263 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-217$1,710,854$319,340$1,472iApproximate average salary by contribution assumption: employee only about $36,790 at 4% or $24,527 at 6%; with 50% employer match about $24,527 at 4% or $16,351 at 6%; with 100% employer match about $18,395 at 4% or $12,263 at 6%.
20031182$1,295,302$259,153$1,424iApproximate average salary by contribution assumption: employee only about $35,598 at 4% or $23,732 at 6%; with 50% employer match about $23,732 at 4% or $15,821 at 6%; with 100% employer match about $17,799 at 4% or $11,866 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-182$1,295,302$259,153$1,424iApproximate average salary by contribution assumption: employee only about $35,598 at 4% or $23,732 at 6%; with 50% employer match about $23,732 at 4% or $15,821 at 6%; with 100% employer match about $17,799 at 4% or $11,866 at 6%.
20021168$0$0-
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-168---
20011150$657,939$210,875$1,406iApproximate average salary by contribution assumption: employee only about $35,146 at 4% or $23,431 at 6%; with 50% employer match about $23,431 at 4% or $15,620 at 6%; with 100% employer match about $17,573 at 4% or $11,715 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-150$657,939$210,875$1,406iApproximate average salary by contribution assumption: employee only about $35,146 at 4% or $23,431 at 6%; with 50% employer match about $23,431 at 4% or $15,620 at 6%; with 100% employer match about $17,573 at 4% or $11,715 at 6%.
20001160$0$0-
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-160---
19991169$358,138$235,081$1,391iApproximate average salary by contribution assumption: employee only about $34,775 at 4% or $23,184 at 6%; with 50% employer match about $23,184 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%.
David Morse & Associates Inc. I Cash or Deferred Profit Sharing Plan-169$358,138$235,081$1,391iApproximate average salary by contribution assumption: employee only about $34,775 at 4% or $23,184 at 6%; with 50% employer match about $23,184 at 4% or $15,456 at 6%; with 100% employer match about $17,388 at 4% or $11,592 at 6%.