Angelo L. Morales, M.D.
Plan context: Angelo L. Morales, M.D. Profit Sharing Plan and Trust
EIN 04-2692331 • West Springfield, MA • 22 filings • 1 plans
Current Snapshot
Latest Year
2021
2021 Participants
1
2021 Assets
$1,846,380
2021 Contributions
$33,666
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 1 | $1,846,380 | $33,666 | $33,666iApproximate average salary by contribution assumption: employee only about $841,650 at 4% or $561,100 at 6%; with 50% employer match about $561,100 at 4% or $374,067 at 6%; with 100% employer match about $420,825 at 4% or $280,550 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 1 | $1,846,380 | $33,666 | $33,666iApproximate average salary by contribution assumption: employee only about $841,650 at 4% or $561,100 at 6%; with 50% employer match about $561,100 at 4% or $374,067 at 6%; with 100% employer match about $420,825 at 4% or $280,550 at 6%. |
| 2020 | 1 | 3 | $1,792,498 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $1,792,498 | - | - |
| 2019 | 1 | 3 | $1,604,125 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $1,604,125 | - | - |
| 2018 | 1 | 3 | $1,439,036 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $1,439,036 | - | - |
| 2017 | 1 | 3 | $1,462,215 | $42,393 | $14,131iApproximate average salary by contribution assumption: employee only about $353,275 at 4% or $235,517 at 6%; with 50% employer match about $235,517 at 4% or $157,011 at 6%; with 100% employer match about $176,638 at 4% or $117,758 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $1,462,215 | $42,393 | $14,131iApproximate average salary by contribution assumption: employee only about $353,275 at 4% or $235,517 at 6%; with 50% employer match about $235,517 at 4% or $157,011 at 6%; with 100% employer match about $176,638 at 4% or $117,758 at 6%. |
| 2016 | 1 | 3 | $1,230,418 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $1,230,418 | - | - |
| 2015 | 1 | 4 | $1,124,869 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 4 | $1,124,869 | - | - |
| 2014 | 1 | 4 | $1,158,992 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 4 | $1,158,992 | - | - |
| 2013 | 1 | 4 | $1,083,344 | $10,000 | $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%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 4 | $1,083,344 | $10,000 | $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%. |
| 2012 | 1 | 4 | $928,279 | $10,000 | $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%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 4 | $928,279 | $10,000 | $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%. |
| 2011 | 1 | 3 | $780,680 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $780,680 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2010 | 1 | 3 | $837,424 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $837,424 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2009 | 1 | 3 | $688,385 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $688,385 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2008 | 1 | 3 | $458,112 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $458,112 | $15,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2007 | 1 | 3 | $780,089 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $780,089 | $30,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2006 | 1 | 3 | $648,329 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $648,329 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2005 | 1 | 4 | $547,829 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 4 | $547,829 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2003 | 1 | 2 | $477,384 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 2 | $477,384 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 1999 | 1 | 3 | $383,357 | $0 | - |
| Angelo L. Morales, M.D. Profit Sharing Plan and Trust | - | 3 | $383,357 | - | - |