Civic Intelligence

Morey Wosnitzer

Plan context: Merrill Lynch Prototype Profit Sharing Plan

EIN 22-1829049 • 16 filings • 9 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$1,980,691

2002 Contributions

$88,635

Historical Graphs

Total Assets Over Time

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

$1,980,691$990,346$01999YearValue
$1,980,691Latest year 1999

Participants Over Time

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

1101999YearValue
1Latest year 1999

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
200210$0$0-
Morey Wosnitzer Profit Sharing Plan-Vanguard Funds-0---
200140$0$0-
Money Purchase Plan Fidelity Investments-0---
Morey Wosnitzer MD Money Purchase Pension Plan Merrill Lynch-0---
Morey Wosnitzer Profit Sharing Plan-Vanguard Funds-0---
Merrill Lynch Prototype Profit Sharing Plan-0---
200050$0$0-
Morey Wosnitzer-Summit Bank-0---
Morey Wosnitzer MD Money Purchase Pension Plan Merrill Lynch-0---
Morey Wosnitzer Profit Sharing Plan-Vanguard Funds-0---
Merrill Lynch Prototype Profit Sharing Plan-0---
Money Purchase Plan Fidelity Investments-0---
199961$1,980,691$88,635$88,635iApproximate average salary by contribution assumption: employee only about $2,215,875 at 4% or $1,477,250 at 6%; with 50% employer match about $1,477,250 at 4% or $984,833 at 6%; with 100% employer match about $1,107,938 at 4% or $738,625 at 6%.
Merrill Lynch Prototype Profit Sharing Plan-1$1,245,162$48,124$48,124iApproximate average salary by contribution assumption: employee only about $1,203,100 at 4% or $802,067 at 6%; with 50% employer match about $802,067 at 4% or $534,711 at 6%; with 100% employer match about $601,550 at 4% or $401,033 at 6%.
Morey Wosnitzer MD Money Purchase Pension Plan Merrill Lynch-1$450,292$40,211$40,211iApproximate average salary by contribution assumption: employee only about $1,005,275 at 4% or $670,183 at 6%; with 50% employer match about $670,183 at 4% or $446,789 at 6%; with 100% employer match about $502,638 at 4% or $335,092 at 6%.
Money Purchase Plan Fidelity Investments-1$247,787$300$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Morey Wosnitzer Profit Sharing Plan-Vanguard Funds-1$18,929--
Morey Wosnitzer-Summit Bank-1$18,521--
Morey Wosnitzer MD Profit Sharing Plan - Franklin Mutual Series Funds-0---