Joseph Morgenstern, CPA
Plan context: Joseph Morgenstern, CPA Profit Sharing Plan
EIN 13-4041919 • 5 filings • 3 plans
Current Snapshot
Latest Year
2003
2003 Participants
8
2003 Assets
$74,671
2003 Contributions
$25,000
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 8 | $74,671 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| Joseph Morgenstern, CPA Profit Sharing Plan | - | 8 | $74,671 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| 2002 | 1 | 8 | $43,114 | $15,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| Joseph Morgenstern, CPA Profit Sharing Plan | - | 8 | $43,114 | $15,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Joseph Morgenstern, CPA Profit Sharing Plan | - | 7 | - | - | - |
| 2000 | 1 | 7 | $21,873 | $12,500 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| Joseph Morgenstern, CPA Profit Sharing Plan | - | 7 | $21,873 | $12,500 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| 1999 | 1 | 6 | $11,780 | $11,780 | $1,963iApproximate average salary by contribution assumption: employee only about $49,083 at 4% or $32,722 at 6%; with 50% employer match about $32,722 at 4% or $21,815 at 6%; with 100% employer match about $24,542 at 4% or $16,361 at 6%. |
| Joseph Morgenstern, CPA Profit Sharing Plan | - | 6 | $11,780 | $11,780 | $1,963iApproximate average salary by contribution assumption: employee only about $49,083 at 4% or $32,722 at 6%; with 50% employer match about $32,722 at 4% or $21,815 at 6%; with 100% employer match about $24,542 at 4% or $16,361 at 6%. |