Doliveira & Morgan PC.
Plan context: Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust
EIN 01-0735240 • E. Providence, RI • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$3,217,579
2024 Contributions
$176,873
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 28 | $3,217,579 | $176,873 | $6,317iApproximate average salary by contribution assumption: employee only about $157,922 at 4% or $105,282 at 6%; with 50% employer match about $105,282 at 4% or $70,188 at 6%; with 100% employer match about $78,961 at 4% or $52,641 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 28 | $3,217,579 | $176,873 | $6,317iApproximate average salary by contribution assumption: employee only about $157,922 at 4% or $105,282 at 6%; with 50% employer match about $105,282 at 4% or $70,188 at 6%; with 100% employer match about $78,961 at 4% or $52,641 at 6%. |
| 2023 | 1 | 28 | $2,949,566 | $155,377 | $5,549iApproximate average salary by contribution assumption: employee only about $138,729 at 4% or $92,486 at 6%; with 50% employer match about $92,486 at 4% or $61,658 at 6%; with 100% employer match about $69,365 at 4% or $46,243 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 28 | $2,949,566 | $155,377 | $5,549iApproximate average salary by contribution assumption: employee only about $138,729 at 4% or $92,486 at 6%; with 50% employer match about $92,486 at 4% or $61,658 at 6%; with 100% employer match about $69,365 at 4% or $46,243 at 6%. |
| 2022 | 1 | 25 | $2,627,809 | $147,881 | $5,915iApproximate average salary by contribution assumption: employee only about $147,881 at 4% or $98,587 at 6%; with 50% employer match about $98,587 at 4% or $65,725 at 6%; with 100% employer match about $73,941 at 4% or $49,294 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 25 | $2,627,809 | $147,881 | $5,915iApproximate average salary by contribution assumption: employee only about $147,881 at 4% or $98,587 at 6%; with 50% employer match about $98,587 at 4% or $65,725 at 6%; with 100% employer match about $73,941 at 4% or $49,294 at 6%. |
| 2021 | 1 | 26 | $2,874,890 | $145,163 | $5,583iApproximate average salary by contribution assumption: employee only about $139,580 at 4% or $93,053 at 6%; with 50% employer match about $93,053 at 4% or $62,035 at 6%; with 100% employer match about $69,790 at 4% or $46,527 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 26 | $2,874,890 | $145,163 | $5,583iApproximate average salary by contribution assumption: employee only about $139,580 at 4% or $93,053 at 6%; with 50% employer match about $93,053 at 4% or $62,035 at 6%; with 100% employer match about $69,790 at 4% or $46,527 at 6%. |
| 2020 | 1 | 25 | $2,505,092 | $285,639 | $11,426iApproximate average salary by contribution assumption: employee only about $285,639 at 4% or $190,426 at 6%; with 50% employer match about $190,426 at 4% or $126,951 at 6%; with 100% employer match about $142,820 at 4% or $95,213 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 25 | $2,505,092 | $285,639 | $11,426iApproximate average salary by contribution assumption: employee only about $285,639 at 4% or $190,426 at 6%; with 50% employer match about $190,426 at 4% or $126,951 at 6%; with 100% employer match about $142,820 at 4% or $95,213 at 6%. |
| 2019 | 1 | 26 | $1,963,266 | $150,806 | $5,800iApproximate average salary by contribution assumption: employee only about $145,006 at 4% or $96,671 at 6%; with 50% employer match about $96,671 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 26 | $1,963,266 | $150,806 | $5,800iApproximate average salary by contribution assumption: employee only about $145,006 at 4% or $96,671 at 6%; with 50% employer match about $96,671 at 4% or $64,447 at 6%; with 100% employer match about $72,503 at 4% or $48,335 at 6%. |
| 2018 | 1 | 20 | $1,500,084 | $102,080 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 20 | $1,500,084 | $102,080 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| 2017 | 1 | 21 | $1,511,048 | $312,224 | $14,868iApproximate average salary by contribution assumption: employee only about $371,695 at 4% or $247,797 at 6%; with 50% employer match about $247,797 at 4% or $165,198 at 6%; with 100% employer match about $185,848 at 4% or $123,898 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 21 | $1,511,048 | $312,224 | $14,868iApproximate average salary by contribution assumption: employee only about $371,695 at 4% or $247,797 at 6%; with 50% employer match about $247,797 at 4% or $165,198 at 6%; with 100% employer match about $185,848 at 4% or $123,898 at 6%. |
| 2016 | 1 | 19 | $1,199,440 | $114,688 | $6,036iApproximate average salary by contribution assumption: employee only about $150,905 at 4% or $100,604 at 6%; with 50% employer match about $100,604 at 4% or $67,069 at 6%; with 100% employer match about $75,453 at 4% or $50,302 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 19 | $1,199,440 | $114,688 | $6,036iApproximate average salary by contribution assumption: employee only about $150,905 at 4% or $100,604 at 6%; with 50% employer match about $100,604 at 4% or $67,069 at 6%; with 100% employer match about $75,453 at 4% or $50,302 at 6%. |
| 2015 | 1 | 22 | $1,152,966 | $114,485 | $5,204iApproximate average salary by contribution assumption: employee only about $130,097 at 4% or $86,731 at 6%; with 50% employer match about $86,731 at 4% or $57,821 at 6%; with 100% employer match about $65,048 at 4% or $43,366 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 22 | $1,152,966 | $114,485 | $5,204iApproximate average salary by contribution assumption: employee only about $130,097 at 4% or $86,731 at 6%; with 50% employer match about $86,731 at 4% or $57,821 at 6%; with 100% employer match about $65,048 at 4% or $43,366 at 6%. |
| 2014 | 1 | 21 | $1,069,693 | $90,289 | $4,299iApproximate average salary by contribution assumption: employee only about $107,487 at 4% or $71,658 at 6%; with 50% employer match about $71,658 at 4% or $47,772 at 6%; with 100% employer match about $53,743 at 4% or $35,829 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 21 | $1,069,693 | $90,289 | $4,299iApproximate average salary by contribution assumption: employee only about $107,487 at 4% or $71,658 at 6%; with 50% employer match about $71,658 at 4% or $47,772 at 6%; with 100% employer match about $53,743 at 4% or $35,829 at 6%. |
| 2013 | 1 | 19 | $922,655 | $73,524 | $3,870iApproximate average salary by contribution assumption: employee only about $96,742 at 4% or $64,495 at 6%; with 50% employer match about $64,495 at 4% or $42,996 at 6%; with 100% employer match about $48,371 at 4% or $32,247 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 19 | $922,655 | $73,524 | $3,870iApproximate average salary by contribution assumption: employee only about $96,742 at 4% or $64,495 at 6%; with 50% employer match about $64,495 at 4% or $42,996 at 6%; with 100% employer match about $48,371 at 4% or $32,247 at 6%. |
| 2012 | 1 | 15 | $700,098 | $56,142 | $3,743iApproximate average salary by contribution assumption: employee only about $93,570 at 4% or $62,380 at 6%; with 50% employer match about $62,380 at 4% or $41,587 at 6%; with 100% employer match about $46,785 at 4% or $31,190 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 15 | $700,098 | $56,142 | $3,743iApproximate average salary by contribution assumption: employee only about $93,570 at 4% or $62,380 at 6%; with 50% employer match about $62,380 at 4% or $41,587 at 6%; with 100% employer match about $46,785 at 4% or $31,190 at 6%. |
| 2011 | 1 | 15 | $574,233 | $57,762 | $3,851iApproximate average salary by contribution assumption: employee only about $96,270 at 4% or $64,180 at 6%; with 50% employer match about $64,180 at 4% or $42,787 at 6%; with 100% employer match about $48,135 at 4% or $32,090 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 15 | $574,233 | $57,762 | $3,851iApproximate average salary by contribution assumption: employee only about $96,270 at 4% or $64,180 at 6%; with 50% employer match about $64,180 at 4% or $42,787 at 6%; with 100% employer match about $48,135 at 4% or $32,090 at 6%. |
| 2010 | 1 | 15 | $522,227 | $47,513 | $3,168iApproximate average salary by contribution assumption: employee only about $79,188 at 4% or $52,792 at 6%; with 50% employer match about $52,792 at 4% or $35,195 at 6%; with 100% employer match about $39,594 at 4% or $26,396 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 15 | $522,227 | $47,513 | $3,168iApproximate average salary by contribution assumption: employee only about $79,188 at 4% or $52,792 at 6%; with 50% employer match about $52,792 at 4% or $35,195 at 6%; with 100% employer match about $39,594 at 4% or $26,396 at 6%. |
| 2009 | 1 | 16 | $529,990 | $47,294 | $2,956iApproximate average salary by contribution assumption: employee only about $73,897 at 4% or $49,265 at 6%; with 50% employer match about $49,265 at 4% or $32,843 at 6%; with 100% employer match about $36,948 at 4% or $24,632 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 16 | $529,990 | $47,294 | $2,956iApproximate average salary by contribution assumption: employee only about $73,897 at 4% or $49,265 at 6%; with 50% employer match about $49,265 at 4% or $32,843 at 6%; with 100% employer match about $36,948 at 4% or $24,632 at 6%. |
| 2008 | 1 | 18 | $388,398 | $63,726 | $3,540iApproximate average salary by contribution assumption: employee only about $88,508 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 18 | $388,398 | $63,726 | $3,540iApproximate average salary by contribution assumption: employee only about $88,508 at 4% or $59,006 at 6%; with 50% employer match about $59,006 at 4% or $39,337 at 6%; with 100% employer match about $44,254 at 4% or $29,503 at 6%. |
| 2007 | 1 | 22 | $541,911 | $81,430 | $3,701iApproximate average salary by contribution assumption: employee only about $92,534 at 4% or $61,689 at 6%; with 50% employer match about $61,689 at 4% or $41,126 at 6%; with 100% employer match about $46,267 at 4% or $30,845 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 22 | $541,911 | $81,430 | $3,701iApproximate average salary by contribution assumption: employee only about $92,534 at 4% or $61,689 at 6%; with 50% employer match about $61,689 at 4% or $41,126 at 6%; with 100% employer match about $46,267 at 4% or $30,845 at 6%. |
| 2006 | 1 | 22 | $433,693 | $71,298 | $3,241iApproximate average salary by contribution assumption: employee only about $81,020 at 4% or $54,014 at 6%; with 50% employer match about $54,014 at 4% or $36,009 at 6%; with 100% employer match about $40,510 at 4% or $27,007 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 22 | $433,693 | $71,298 | $3,241iApproximate average salary by contribution assumption: employee only about $81,020 at 4% or $54,014 at 6%; with 50% employer match about $54,014 at 4% or $36,009 at 6%; with 100% employer match about $40,510 at 4% or $27,007 at 6%. |
| 2005 | 1 | 21 | $327,292 | $87,385 | $4,161iApproximate average salary by contribution assumption: employee only about $104,030 at 4% or $69,353 at 6%; with 50% employer match about $69,353 at 4% or $46,235 at 6%; with 100% employer match about $52,015 at 4% or $34,677 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 21 | $327,292 | $87,385 | $4,161iApproximate average salary by contribution assumption: employee only about $104,030 at 4% or $69,353 at 6%; with 50% employer match about $69,353 at 4% or $46,235 at 6%; with 100% employer match about $52,015 at 4% or $34,677 at 6%. |
| 2004 | 1 | 24 | $261,472 | $64,411 | $2,684iApproximate average salary by contribution assumption: employee only about $67,095 at 4% or $44,730 at 6%; with 50% employer match about $44,730 at 4% or $29,820 at 6%; with 100% employer match about $33,547 at 4% or $22,365 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 24 | $261,472 | $64,411 | $2,684iApproximate average salary by contribution assumption: employee only about $67,095 at 4% or $44,730 at 6%; with 50% employer match about $44,730 at 4% or $29,820 at 6%; with 100% employer match about $33,547 at 4% or $22,365 at 6%. |
| 2003 | 1 | 25 | $194,564 | $58,315 | $2,333iApproximate average salary by contribution assumption: employee only about $58,315 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,158 at 4% or $19,438 at 6%. |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 25 | $194,564 | $58,315 | $2,333iApproximate average salary by contribution assumption: employee only about $58,315 at 4% or $38,877 at 6%; with 50% employer match about $38,877 at 4% or $25,918 at 6%; with 100% employer match about $29,158 at 4% or $19,438 at 6%. |
| 2001 | 1 | 21 | $0 | $0 | - |
| Doliveira & Morgan PC 401K Profit Sharing Pl an & Trust | - | 21 | - | - | - |