Civic Intelligence

Kreitzman, Mortensen, Simon & Irgang

Plan context: Kreitzman, Mortensen & Simon Profit Sharing Plan

EIN 13-3024563 • New York, NY • 14 filings • 5 plans

100 Wall Street, 23rd FloorNew York, NY 10005-3704
Current Snapshot

Latest Year

2009

2009 Participants

4

2009 Assets

$2,180,163

2009 Contributions

$15,390

Historical Graphs

Total Assets Over Time

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

$3,486,697$1,743,349$0199920042008YearValue
$2,180,163Latest year 2008

Participants Over Time

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

840199920042008YearValue
4Latest year 2008

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-
Kreitzman, Mortensen & Simon Profit Sharing Plan-0$0$0-
200814$2,180,163$15,390$3,848iApproximate average salary by contribution assumption: employee only about $96,188 at 4% or $64,125 at 6%; with 50% employer match about $64,125 at 4% or $42,750 at 6%; with 100% employer match about $48,094 at 4% or $32,063 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-4$2,180,163$15,390$3,848iApproximate average salary by contribution assumption: employee only about $96,188 at 4% or $64,125 at 6%; with 50% employer match about $64,125 at 4% or $42,750 at 6%; with 100% employer match about $48,094 at 4% or $32,063 at 6%.
200714$0$0-
Kreitzman, Mortensen & Simon Profit Sharing Plan-4---
200614$2,120,797$39,713$9,928iApproximate average salary by contribution assumption: employee only about $248,206 at 4% or $165,471 at 6%; with 50% employer match about $165,471 at 4% or $110,314 at 6%; with 100% employer match about $124,103 at 4% or $82,735 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-4$2,120,797$39,713$9,928iApproximate average salary by contribution assumption: employee only about $248,206 at 4% or $165,471 at 6%; with 50% employer match about $165,471 at 4% or $110,314 at 6%; with 100% employer match about $124,103 at 4% or $82,735 at 6%.
200516$2,477,109$51,156$8,526iApproximate average salary by contribution assumption: employee only about $213,150 at 4% or $142,100 at 6%; with 50% employer match about $142,100 at 4% or $94,733 at 6%; with 100% employer match about $106,575 at 4% or $71,050 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-6$2,477,109$51,156$8,526iApproximate average salary by contribution assumption: employee only about $213,150 at 4% or $142,100 at 6%; with 50% employer match about $142,100 at 4% or $94,733 at 6%; with 100% employer match about $106,575 at 4% or $71,050 at 6%.
200417$3,401,076$73,800$10,543iApproximate average salary by contribution assumption: employee only about $263,571 at 4% or $175,714 at 6%; with 50% employer match about $175,714 at 4% or $117,143 at 6%; with 100% employer match about $131,786 at 4% or $87,857 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-7$3,401,076$73,800$10,543iApproximate average salary by contribution assumption: employee only about $263,571 at 4% or $175,714 at 6%; with 50% employer match about $175,714 at 4% or $117,143 at 6%; with 100% employer match about $131,786 at 4% or $87,857 at 6%.
200318$3,486,697$78,073$9,759iApproximate average salary by contribution assumption: employee only about $243,978 at 4% or $162,652 at 6%; with 50% employer match about $162,652 at 4% or $108,435 at 6%; with 100% employer match about $121,989 at 4% or $81,326 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-8$3,486,697$78,073$9,759iApproximate average salary by contribution assumption: employee only about $243,978 at 4% or $162,652 at 6%; with 50% employer match about $162,652 at 4% or $108,435 at 6%; with 100% employer match about $121,989 at 4% or $81,326 at 6%.
200218$3,283,978$174,553$21,819iApproximate average salary by contribution assumption: employee only about $545,478 at 4% or $363,652 at 6%; with 50% employer match about $363,652 at 4% or $242,435 at 6%; with 100% employer match about $272,739 at 4% or $181,826 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-8$3,283,978$174,553$21,819iApproximate average salary by contribution assumption: employee only about $545,478 at 4% or $363,652 at 6%; with 50% employer match about $363,652 at 4% or $242,435 at 6%; with 100% employer match about $272,739 at 4% or $181,826 at 6%.
200126$0$0-
Kreitzman, Mortensen & Simon Profit Sharing Plan-6---
Kreitzman, Mortensen & Simon Money Purchase Pension Plan-0---
200026$2,686,870$139,335$23,223iApproximate average salary by contribution assumption: employee only about $580,563 at 4% or $387,042 at 6%; with 50% employer match about $387,042 at 4% or $258,028 at 6%; with 100% employer match about $290,281 at 4% or $193,521 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-6$2,350,416$98,527$16,421iApproximate average salary by contribution assumption: employee only about $410,529 at 4% or $273,686 at 6%; with 50% employer match about $273,686 at 4% or $182,457 at 6%; with 100% employer match about $205,265 at 4% or $136,843 at 6%.
Kreitzman, Mortensen & Simon Money Purchase Pension Plan-6$336,454$40,808$6,801iApproximate average salary by contribution assumption: employee only about $170,033 at 4% or $113,356 at 6%; with 50% employer match about $113,356 at 4% or $75,570 at 6%; with 100% employer match about $85,017 at 4% or $56,678 at 6%.
199926$2,891,420$138,971$23,162iApproximate average salary by contribution assumption: employee only about $579,046 at 4% or $386,031 at 6%; with 50% employer match about $386,031 at 4% or $257,354 at 6%; with 100% employer match about $289,523 at 4% or $193,015 at 6%.
Kreitzman, Mortensen & Simon Profit Sharing Plan-6$2,620,549$100,686$16,781iApproximate average salary by contribution assumption: employee only about $419,525 at 4% or $279,683 at 6%; with 50% employer match about $279,683 at 4% or $186,456 at 6%; with 100% employer match about $209,763 at 4% or $139,842 at 6%.
Kreitzman, Mortensen & Simon Money Purchase Pension Plan-6$270,871$38,285$6,381iApproximate average salary by contribution assumption: employee only about $159,521 at 4% or $106,347 at 6%; with 50% employer match about $106,347 at 4% or $70,898 at 6%; with 100% employer match about $79,760 at 4% or $53,174 at 6%.