Morea & Schwartz PC.
Plan context: Morea & Schwartz PC. Profit Sharing Plan
EIN 13-3692698 • 8 filings • 1 plans
Current Snapshot
Latest Year
2006
2006 Participants
3
2006 Assets
$416,492
2006 Contributions
$49,754
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 3 | $416,492 | $49,754 | $16,585iApproximate average salary by contribution assumption: employee only about $414,617 at 4% or $276,411 at 6%; with 50% employer match about $276,411 at 4% or $184,274 at 6%; with 100% employer match about $207,308 at 4% or $138,206 at 6%. |
| Morea & Schwartz PC. Profit Sharing Plan | - | 3 | $416,492 | $49,754 | $16,585iApproximate average salary by contribution assumption: employee only about $414,617 at 4% or $276,411 at 6%; with 50% employer match about $276,411 at 4% or $184,274 at 6%; with 100% employer match about $207,308 at 4% or $138,206 at 6%. |
| 2005 | 1 | 10 | $439,734 | $94,543 | $9,454iApproximate average salary by contribution assumption: employee only about $236,357 at 4% or $157,572 at 6%; with 50% employer match about $157,572 at 4% or $105,048 at 6%; with 100% employer match about $118,179 at 4% or $78,786 at 6%. |
| Morea & Schwartz PC. Profit Sharing Plan | - | 10 | $439,734 | $94,543 | $9,454iApproximate average salary by contribution assumption: employee only about $236,357 at 4% or $157,572 at 6%; with 50% employer match about $157,572 at 4% or $105,048 at 6%; with 100% employer match about $118,179 at 4% or $78,786 at 6%. |
| 2004 | 1 | 9 | $437,364 | $45,888 | $5,099iApproximate average salary by contribution assumption: employee only about $127,467 at 4% or $84,978 at 6%; with 50% employer match about $84,978 at 4% or $56,652 at 6%; with 100% employer match about $63,733 at 4% or $42,489 at 6%. |
| Morea & Schwartz PC. Profit Sharing Plan | - | 9 | $437,364 | $45,888 | $5,099iApproximate average salary by contribution assumption: employee only about $127,467 at 4% or $84,978 at 6%; with 50% employer match about $84,978 at 4% or $56,652 at 6%; with 100% employer match about $63,733 at 4% or $42,489 at 6%. |
| 2003 | 1 | 6 | $354,441 | $33,678 | $5,613iApproximate average salary by contribution assumption: employee only about $140,325 at 4% or $93,550 at 6%; with 50% employer match about $93,550 at 4% or $62,367 at 6%; with 100% employer match about $70,163 at 4% or $46,775 at 6%. |
| Morea & Schwartz PC. Profit Sharing Plan | - | 6 | $354,441 | $33,678 | $5,613iApproximate average salary by contribution assumption: employee only about $140,325 at 4% or $93,550 at 6%; with 50% employer match about $93,550 at 4% or $62,367 at 6%; with 100% employer match about $70,163 at 4% or $46,775 at 6%. |
| 2002 | 1 | 6 | $321,921 | $88,203 | $14,701iApproximate average salary by contribution assumption: employee only about $367,513 at 4% or $245,008 at 6%; with 50% employer match about $245,008 at 4% or $163,339 at 6%; with 100% employer match about $183,756 at 4% or $122,504 at 6%. |
| Morea & Schwartz PC. Profit Sharing Plan | - | 6 | $321,921 | $88,203 | $14,701iApproximate average salary by contribution assumption: employee only about $367,513 at 4% or $245,008 at 6%; with 50% employer match about $245,008 at 4% or $163,339 at 6%; with 100% employer match about $183,756 at 4% or $122,504 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Morea & Schwartz PC. Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Morea & Schwartz PC. Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $212,046 | $63,857 | $12,771iApproximate average salary by contribution assumption: employee only about $319,285 at 4% or $212,857 at 6%; with 50% employer match about $212,857 at 4% or $141,904 at 6%; with 100% employer match about $159,643 at 4% or $106,428 at 6%. |
| Morea & Schwartz PC. Profit Sharing Plan | - | 5 | $212,046 | $63,857 | $12,771iApproximate average salary by contribution assumption: employee only about $319,285 at 4% or $212,857 at 6%; with 50% employer match about $212,857 at 4% or $141,904 at 6%; with 100% employer match about $159,643 at 4% or $106,428 at 6%. |