Civic Intelligence

Mooney & Dieck Associates

Plan context: Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust

EIN 13-2980324 • Mt. Kisco, NY • 13 filings • 2 plans

185 Kisco AvenueMt. Kisco, NY 10549
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$441,478

2009 Contributions

$37,331

Historical Graphs

Total Assets Over Time

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

$1,196,303$598,152$0200020042008YearValue
$441,478Latest year 2008

Participants Over Time

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

840200020042007YearValue
5Latest year 2007

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
200910$0$0-
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-0$0--
200810$441,478$37,331-
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-0$441,478$37,331-
200715$1,196,303$46,013$9,203iApproximate average salary by contribution assumption: employee only about $230,065 at 4% or $153,377 at 6%; with 50% employer match about $153,377 at 4% or $102,251 at 6%; with 100% employer match about $115,033 at 4% or $76,688 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-5$1,196,303$46,013$9,203iApproximate average salary by contribution assumption: employee only about $230,065 at 4% or $153,377 at 6%; with 50% employer match about $153,377 at 4% or $102,251 at 6%; with 100% employer match about $115,033 at 4% or $76,688 at 6%.
200617$1,151,067$75,895$10,842iApproximate average salary by contribution assumption: employee only about $271,054 at 4% or $180,702 at 6%; with 50% employer match about $180,702 at 4% or $120,468 at 6%; with 100% employer match about $135,527 at 4% or $90,351 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-7$1,151,067$75,895$10,842iApproximate average salary by contribution assumption: employee only about $271,054 at 4% or $180,702 at 6%; with 50% employer match about $180,702 at 4% or $120,468 at 6%; with 100% employer match about $135,527 at 4% or $90,351 at 6%.
200517$974,638$79,075$11,296iApproximate average salary by contribution assumption: employee only about $282,411 at 4% or $188,274 at 6%; with 50% employer match about $188,274 at 4% or $125,516 at 6%; with 100% employer match about $141,205 at 4% or $94,137 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-7$974,638$79,075$11,296iApproximate average salary by contribution assumption: employee only about $282,411 at 4% or $188,274 at 6%; with 50% employer match about $188,274 at 4% or $125,516 at 6%; with 100% employer match about $141,205 at 4% or $94,137 at 6%.
200417$877,235$79,179$11,311iApproximate average salary by contribution assumption: employee only about $282,782 at 4% or $188,521 at 6%; with 50% employer match about $188,521 at 4% or $125,681 at 6%; with 100% employer match about $141,391 at 4% or $94,261 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-7$877,235$79,179$11,311iApproximate average salary by contribution assumption: employee only about $282,782 at 4% or $188,521 at 6%; with 50% employer match about $188,521 at 4% or $125,681 at 6%; with 100% employer match about $141,391 at 4% or $94,261 at 6%.
200317$764,798$51,299$7,328iApproximate average salary by contribution assumption: employee only about $183,211 at 4% or $122,140 at 6%; with 50% employer match about $122,140 at 4% or $81,427 at 6%; with 100% employer match about $91,605 at 4% or $61,070 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-7$764,798$51,299$7,328iApproximate average salary by contribution assumption: employee only about $183,211 at 4% or $122,140 at 6%; with 50% employer match about $122,140 at 4% or $81,427 at 6%; with 100% employer match about $91,605 at 4% or $61,070 at 6%.
200227$668,329$50,789$7,256iApproximate average salary by contribution assumption: employee only about $181,389 at 4% or $120,926 at 6%; with 50% employer match about $120,926 at 4% or $80,617 at 6%; with 100% employer match about $90,695 at 4% or $60,463 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-7$668,329$50,789$7,256iApproximate average salary by contribution assumption: employee only about $181,389 at 4% or $120,926 at 6%; with 50% employer match about $120,926 at 4% or $80,617 at 6%; with 100% employer match about $90,695 at 4% or $60,463 at 6%.
MONEY PURCHASE PLAN UNDER ROBERT M. MOONEY, M.D. RETIREMENT TRUST-0---
200128$556,255$54,661$6,833iApproximate average salary by contribution assumption: employee only about $170,816 at 4% or $113,877 at 6%; with 50% employer match about $113,877 at 4% or $75,918 at 6%; with 100% employer match about $85,408 at 4% or $56,939 at 6%.
MONEY PURCHASE PLAN UNDER ROBERT M. MOONEY, M.D. RETIREMENT TRUST-8$315,166$50,734$6,342iApproximate average salary by contribution assumption: employee only about $158,544 at 4% or $105,696 at 6%; with 50% employer match about $105,696 at 4% or $70,464 at 6%; with 100% employer match about $79,272 at 4% or $52,848 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-8$241,089$3,927$491iApproximate average salary by contribution assumption: employee only about $12,272 at 4% or $8,181 at 6%; with 50% employer match about $8,181 at 4% or $5,454 at 6%; with 100% employer match about $6,136 at 4% or $4,091 at 6%.
200028$305,675$47,129$5,891iApproximate average salary by contribution assumption: employee only about $147,278 at 4% or $98,185 at 6%; with 50% employer match about $98,185 at 4% or $65,457 at 6%; with 100% employer match about $73,639 at 4% or $49,093 at 6%.
MONEY PURCHASE PLAN UNDER ROBERT M. MOONEY, M.D. RETIREMENT TRUST-6$305,675$47,129$7,855iApproximate average salary by contribution assumption: employee only about $196,371 at 4% or $130,914 at 6%; with 50% employer match about $130,914 at 4% or $87,276 at 6%; with 100% employer match about $98,185 at 4% or $65,457 at 6%.
Profit Sharing Plan Under Robert M. Mooney, M.D. Retirement Trust-8---