Morgens, Waterfall, Vintiadis and Company Inc.
Plan context: Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan
EIN 13-2674766 • New York, NY • 50 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$26,694,808
2024 Contributions
$288,035
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 | 2 | 8 | $26,694,808 | $288,035 | $36,004iApproximate average salary by contribution assumption: employee only about $900,109 at 4% or $600,073 at 6%; with 50% employer match about $600,073 at 4% or $400,049 at 6%; with 100% employer match about $450,055 at 4% or $300,036 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $20,173,213 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 8 | $6,521,595 | $288,035 | $36,004iApproximate average salary by contribution assumption: employee only about $900,109 at 4% or $600,073 at 6%; with 50% employer match about $600,073 at 4% or $400,049 at 6%; with 100% employer match about $450,055 at 4% or $300,036 at 6%. |
| 2023 | 2 | 9 | $22,972,678 | $292,550 | $32,506iApproximate average salary by contribution assumption: employee only about $812,639 at 4% or $541,759 at 6%; with 50% employer match about $541,759 at 4% or $361,173 at 6%; with 100% employer match about $406,319 at 4% or $270,880 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $18,010,053 | $0 | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $4,962,625 | $292,550 | $32,506iApproximate average salary by contribution assumption: employee only about $812,639 at 4% or $541,759 at 6%; with 50% employer match about $541,759 at 4% or $361,173 at 6%; with 100% employer match about $406,319 at 4% or $270,880 at 6%. |
| 2022 | 2 | 9 | $19,361,709 | $339,966 | $37,774iApproximate average salary by contribution assumption: employee only about $944,350 at 4% or $629,567 at 6%; with 50% employer match about $629,567 at 4% or $419,711 at 6%; with 100% employer match about $472,175 at 4% or $314,783 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $15,854,516 | $0 | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $3,507,193 | $339,966 | $37,774iApproximate average salary by contribution assumption: employee only about $944,350 at 4% or $629,567 at 6%; with 50% employer match about $629,567 at 4% or $419,711 at 6%; with 100% employer match about $472,175 at 4% or $314,783 at 6%. |
| 2021 | 2 | 8 | $27,025,090 | $342,000 | $42,750iApproximate average salary by contribution assumption: employee only about $1,068,750 at 4% or $712,500 at 6%; with 50% employer match about $712,500 at 4% or $475,000 at 6%; with 100% employer match about $534,375 at 4% or $356,250 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $22,083,877 | $0 | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 8 | $4,941,213 | $342,000 | $42,750iApproximate average salary by contribution assumption: employee only about $1,068,750 at 4% or $712,500 at 6%; with 50% employer match about $712,500 at 4% or $475,000 at 6%; with 100% employer match about $534,375 at 4% or $356,250 at 6%. |
| 2020 | 2 | 7 | $22,535,736 | $1,670,950 | $238,707iApproximate average salary by contribution assumption: employee only about $5,967,679 at 4% or $3,978,452 at 6%; with 50% employer match about $3,978,452 at 4% or $2,652,302 at 6%; with 100% employer match about $2,983,839 at 4% or $1,989,226 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $18,721,737 | $1,500,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 7 | $3,813,999 | $170,950 | $24,421iApproximate average salary by contribution assumption: employee only about $610,536 at 4% or $407,024 at 6%; with 50% employer match about $407,024 at 4% or $271,349 at 6%; with 100% employer match about $305,268 at 4% or $203,512 at 6%. |
| 2019 | 2 | 7 | $15,686,583 | $130,789 | $18,684iApproximate average salary by contribution assumption: employee only about $467,104 at 4% or $311,402 at 6%; with 50% employer match about $311,402 at 4% or $207,602 at 6%; with 100% employer match about $233,552 at 4% or $155,701 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $12,967,058 | $0 | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 7 | $2,719,525 | $130,789 | $18,684iApproximate average salary by contribution assumption: employee only about $467,104 at 4% or $311,402 at 6%; with 50% employer match about $311,402 at 4% or $207,602 at 6%; with 100% employer match about $233,552 at 4% or $155,701 at 6%. |
| 2018 | 2 | 9 | $13,522,220 | $131,322 | $14,591iApproximate average salary by contribution assumption: employee only about $364,783 at 4% or $243,189 at 6%; with 50% employer match about $243,189 at 4% or $162,126 at 6%; with 100% employer match about $182,392 at 4% or $121,594 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 6 | $10,642,542 | $0 | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $2,879,678 | $131,322 | $14,591iApproximate average salary by contribution assumption: employee only about $364,783 at 4% or $243,189 at 6%; with 50% employer match about $243,189 at 4% or $162,126 at 6%; with 100% employer match about $182,392 at 4% or $121,594 at 6%. |
| 2017 | 2 | 10 | $20,226,638 | $140,450 | $14,045iApproximate average salary by contribution assumption: employee only about $351,125 at 4% or $234,083 at 6%; with 50% employer match about $234,083 at 4% or $156,056 at 6%; with 100% employer match about $175,563 at 4% or $117,042 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 10 | $17,315,713 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $2,910,925 | $140,450 | $15,606iApproximate average salary by contribution assumption: employee only about $390,139 at 4% or $260,093 at 6%; with 50% employer match about $260,093 at 4% or $173,395 at 6%; with 100% employer match about $195,069 at 4% or $130,046 at 6%. |
| 2016 | 2 | 10 | $19,953,580 | $157,200 | $15,720iApproximate average salary by contribution assumption: employee only about $393,000 at 4% or $262,000 at 6%; with 50% employer match about $262,000 at 4% or $174,667 at 6%; with 100% employer match about $196,500 at 4% or $131,000 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 10 | $17,678,553 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $2,275,027 | $157,200 | $17,467iApproximate average salary by contribution assumption: employee only about $436,667 at 4% or $291,111 at 6%; with 50% employer match about $291,111 at 4% or $194,074 at 6%; with 100% employer match about $218,333 at 4% or $145,556 at 6%. |
| 2015 | 2 | 10 | $19,882,741 | $153,600 | $15,360iApproximate average salary by contribution assumption: employee only about $384,000 at 4% or $256,000 at 6%; with 50% employer match about $256,000 at 4% or $170,667 at 6%; with 100% employer match about $192,000 at 4% or $128,000 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 10 | $17,696,508 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $2,186,233 | $153,600 | $17,067iApproximate average salary by contribution assumption: employee only about $426,667 at 4% or $284,444 at 6%; with 50% employer match about $284,444 at 4% or $189,630 at 6%; with 100% employer match about $213,333 at 4% or $142,222 at 6%. |
| 2014 | 2 | 10 | $22,416,262 | $140,700 | $14,070iApproximate average salary by contribution assumption: employee only about $351,750 at 4% or $234,500 at 6%; with 50% employer match about $234,500 at 4% or $156,333 at 6%; with 100% employer match about $175,875 at 4% or $117,250 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 10 | $20,399,733 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 10 | $2,016,529 | $140,700 | $14,070iApproximate average salary by contribution assumption: employee only about $351,750 at 4% or $234,500 at 6%; with 50% employer match about $234,500 at 4% or $156,333 at 6%; with 100% employer match about $175,875 at 4% or $117,250 at 6%. |
| 2013 | 2 | 9 | $21,036,664 | $129,200 | $14,356iApproximate average salary by contribution assumption: employee only about $358,889 at 4% or $239,259 at 6%; with 50% employer match about $239,259 at 4% or $159,506 at 6%; with 100% employer match about $179,444 at 4% or $119,630 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 9 | $19,292,787 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 9 | $1,743,877 | $129,200 | $14,356iApproximate average salary by contribution assumption: employee only about $358,889 at 4% or $239,259 at 6%; with 50% employer match about $239,259 at 4% or $159,506 at 6%; with 100% employer match about $179,444 at 4% or $119,630 at 6%. |
| 2012 | 2 | 10 | $17,716,702 | $115,477 | $11,548iApproximate average salary by contribution assumption: employee only about $288,693 at 4% or $192,462 at 6%; with 50% employer match about $192,462 at 4% or $128,308 at 6%; with 100% employer match about $144,346 at 4% or $96,231 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 9 | $16,442,966 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 10 | $1,273,736 | $115,477 | $11,548iApproximate average salary by contribution assumption: employee only about $288,693 at 4% or $192,462 at 6%; with 50% employer match about $192,462 at 4% or $128,308 at 6%; with 100% employer match about $144,346 at 4% or $96,231 at 6%. |
| 2011 | 2 | 10 | $16,452,283 | $122,644 | $12,264iApproximate average salary by contribution assumption: employee only about $306,610 at 4% or $204,407 at 6%; with 50% employer match about $204,407 at 4% or $136,271 at 6%; with 100% employer match about $153,305 at 4% or $102,203 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 9 | $15,326,634 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 10 | $1,125,649 | $122,644 | $12,264iApproximate average salary by contribution assumption: employee only about $306,610 at 4% or $204,407 at 6%; with 50% employer match about $204,407 at 4% or $136,271 at 6%; with 100% employer match about $153,305 at 4% or $102,203 at 6%. |
| 2010 | 2 | 10 | $18,355,920 | $114,000 | $11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 10 | $16,563,566 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 10 | $1,792,354 | $114,000 | $11,400iApproximate average salary by contribution assumption: employee only about $285,000 at 4% or $190,000 at 6%; with 50% employer match about $190,000 at 4% or $126,667 at 6%; with 100% employer match about $142,500 at 4% or $95,000 at 6%. |
| 2009 | 2 | 10 | $18,482,764 | $0 | - |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 10 | $15,964,747 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 10 | $2,518,017 | - | - |
| 2008 | 2 | 14 | $19,038,750 | $8,898,414 | $635,601iApproximate average salary by contribution assumption: employee only about $15,890,025 at 4% or $10,593,350 at 6%; with 50% employer match about $10,593,350 at 4% or $7,062,233 at 6%; with 100% employer match about $7,945,013 at 4% or $5,296,675 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 14 | $15,977,777 | $8,898,414 | $635,601iApproximate average salary by contribution assumption: employee only about $15,890,025 at 4% or $10,593,350 at 6%; with 50% employer match about $10,593,350 at 4% or $7,062,233 at 6%; with 100% employer match about $7,945,013 at 4% or $5,296,675 at 6%. |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 13 | $3,060,973 | - | - |
| 2007 | 2 | 15 | $26,647,439 | $575,415 | $38,361iApproximate average salary by contribution assumption: employee only about $959,025 at 4% or $639,350 at 6%; with 50% employer match about $639,350 at 4% or $426,233 at 6%; with 100% employer match about $479,513 at 4% or $319,675 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 15 | $22,911,190 | $271,695 | $18,113iApproximate average salary by contribution assumption: employee only about $452,825 at 4% or $301,883 at 6%; with 50% employer match about $301,883 at 4% or $201,256 at 6%; with 100% employer match about $226,413 at 4% or $150,942 at 6%. |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 15 | $3,736,249 | $303,720 | $20,248iApproximate average salary by contribution assumption: employee only about $506,200 at 4% or $337,467 at 6%; with 50% employer match about $337,467 at 4% or $224,978 at 6%; with 100% employer match about $253,100 at 4% or $168,733 at 6%. |
| 2006 | 2 | 17 | $3,331,640 | $293,561 | $17,268iApproximate average salary by contribution assumption: employee only about $431,707 at 4% or $287,805 at 6%; with 50% employer match about $287,805 at 4% or $191,870 at 6%; with 100% employer match about $215,854 at 4% or $143,902 at 6%. |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 17 | $3,331,640 | $293,561 | $17,268iApproximate average salary by contribution assumption: employee only about $431,707 at 4% or $287,805 at 6%; with 50% employer match about $287,805 at 4% or $191,870 at 6%; with 100% employer match about $215,854 at 4% or $143,902 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 17 | - | - | - |
| 2005 | 2 | 13 | $22,663,241 | $6,960,446 | $535,419iApproximate average salary by contribution assumption: employee only about $13,385,473 at 4% or $8,923,649 at 6%; with 50% employer match about $8,923,649 at 4% or $5,949,099 at 6%; with 100% employer match about $6,692,737 at 4% or $4,461,824 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 9 | $19,330,827 | $6,684,844 | $742,760iApproximate average salary by contribution assumption: employee only about $18,569,011 at 4% or $12,379,341 at 6%; with 50% employer match about $12,379,341 at 4% or $8,252,894 at 6%; with 100% employer match about $9,284,506 at 4% or $6,189,670 at 6%. |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 13 | $3,332,414 | $275,602 | $21,200iApproximate average salary by contribution assumption: employee only about $530,004 at 4% or $353,336 at 6%; with 50% employer match about $353,336 at 4% or $235,557 at 6%; with 100% employer match about $265,002 at 4% or $176,668 at 6%. |
| 2004 | 2 | 13 | $14,208,918 | $338,703 | $26,054iApproximate average salary by contribution assumption: employee only about $651,352 at 4% or $434,235 at 6%; with 50% employer match about $434,235 at 4% or $289,490 at 6%; with 100% employer match about $325,676 at 4% or $217,117 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 7 | $11,230,829 | $129,279 | $18,468iApproximate average salary by contribution assumption: employee only about $461,711 at 4% or $307,807 at 6%; with 50% employer match about $307,807 at 4% or $205,205 at 6%; with 100% employer match about $230,855 at 4% or $153,904 at 6%. |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 13 | $2,978,089 | $209,424 | $16,110iApproximate average salary by contribution assumption: employee only about $402,738 at 4% or $268,492 at 6%; with 50% employer match about $268,492 at 4% or $178,995 at 6%; with 100% employer match about $201,369 at 4% or $134,246 at 6%. |
| 2003 | 2 | 14 | $14,644,151 | $198,578 | $14,184iApproximate average salary by contribution assumption: employee only about $354,604 at 4% or $236,402 at 6%; with 50% employer match about $236,402 at 4% or $157,602 at 6%; with 100% employer match about $177,302 at 4% or $118,201 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 7 | $9,749,927 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 14 | $4,894,224 | $198,578 | $14,184iApproximate average salary by contribution assumption: employee only about $354,604 at 4% or $236,402 at 6%; with 50% employer match about $236,402 at 4% or $157,602 at 6%; with 100% employer match about $177,302 at 4% or $118,201 at 6%. |
| 2002 | 2 | 15 | $15,438,032 | $514,431 | $34,295iApproximate average salary by contribution assumption: employee only about $857,385 at 4% or $571,590 at 6%; with 50% employer match about $571,590 at 4% or $381,060 at 6%; with 100% employer match about $428,693 at 4% or $285,795 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 7 | $9,772,395 | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 15 | $5,665,637 | $514,431 | $34,295iApproximate average salary by contribution assumption: employee only about $857,385 at 4% or $571,590 at 6%; with 50% employer match about $571,590 at 4% or $381,060 at 6%; with 100% employer match about $428,693 at 4% or $285,795 at 6%. |
| 2001 | 2 | 16 | $0 | $0 | - |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 7 | - | - | - |
| Morgens, Waterfall, Vintiadis & Company Profit Sharing Plan | - | 16 | - | - | - |
| 2000 | 1 | 7 | $8,430,939 | $17,536 | $2,505iApproximate average salary by contribution assumption: employee only about $62,629 at 4% or $41,752 at 6%; with 50% employer match about $41,752 at 4% or $27,835 at 6%; with 100% employer match about $31,314 at 4% or $20,876 at 6%. |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 7 | $8,430,939 | $17,536 | $2,505iApproximate average salary by contribution assumption: employee only about $62,629 at 4% or $41,752 at 6%; with 50% employer match about $41,752 at 4% or $27,835 at 6%; with 100% employer match about $31,314 at 4% or $20,876 at 6%. |
| 1999 | 1 | 7 | $6,926,297 | $0 | - |
| Morgens, Waterfall, Vintiadis and Company Inc. Profit Sharing Plan | - | 7 | $6,926,297 | - | - |