Morgenstern & Associates, P.A.
Plan context: Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan
EIN 22-1977437 • Marlton, NJ • 12 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
20
2010 Assets
$1,491,075
2010 Contributions
$104,950
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 0 | $0 | - | - |
| 2009 | 1 | 20 | $1,491,075 | $104,950 | $5,248iApproximate average salary by contribution assumption: employee only about $131,188 at 4% or $87,458 at 6%; with 50% employer match about $87,458 at 4% or $58,306 at 6%; with 100% employer match about $65,594 at 4% or $43,729 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 20 | $1,491,075 | $104,950 | $5,248iApproximate average salary by contribution assumption: employee only about $131,188 at 4% or $87,458 at 6%; with 50% employer match about $87,458 at 4% or $58,306 at 6%; with 100% employer match about $65,594 at 4% or $43,729 at 6%. |
| 2008 | 1 | 15 | $1,216,867 | $125,122 | $8,341iApproximate average salary by contribution assumption: employee only about $208,537 at 4% or $139,024 at 6%; with 50% employer match about $139,024 at 4% or $92,683 at 6%; with 100% employer match about $104,268 at 4% or $69,512 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 15 | $1,216,867 | $125,122 | $8,341iApproximate average salary by contribution assumption: employee only about $208,537 at 4% or $139,024 at 6%; with 50% employer match about $139,024 at 4% or $92,683 at 6%; with 100% employer match about $104,268 at 4% or $69,512 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 17 | - | - | - |
| 2006 | 1 | 10 | $1,320,352 | $136,491 | $13,649iApproximate average salary by contribution assumption: employee only about $341,228 at 4% or $227,485 at 6%; with 50% employer match about $227,485 at 4% or $151,657 at 6%; with 100% employer match about $170,614 at 4% or $113,743 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 10 | $1,320,352 | $136,491 | $13,649iApproximate average salary by contribution assumption: employee only about $341,228 at 4% or $227,485 at 6%; with 50% employer match about $227,485 at 4% or $151,657 at 6%; with 100% employer match about $170,614 at 4% or $113,743 at 6%. |
| 2005 | 1 | 14 | $1,095,634 | $122,395 | $8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 14 | $1,095,634 | $122,395 | $8,743iApproximate average salary by contribution assumption: employee only about $218,563 at 4% or $145,708 at 6%; with 50% employer match about $145,708 at 4% or $97,139 at 6%; with 100% employer match about $109,281 at 4% or $72,854 at 6%. |
| 2004 | 1 | 14 | $951,017 | $119,951 | $8,568iApproximate average salary by contribution assumption: employee only about $214,198 at 4% or $142,799 at 6%; with 50% employer match about $142,799 at 4% or $95,199 at 6%; with 100% employer match about $107,099 at 4% or $71,399 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 14 | $951,017 | $119,951 | $8,568iApproximate average salary by contribution assumption: employee only about $214,198 at 4% or $142,799 at 6%; with 50% employer match about $142,799 at 4% or $95,199 at 6%; with 100% employer match about $107,099 at 4% or $71,399 at 6%. |
| 2003 | 1 | 16 | $790,062 | $108,835 | $6,802iApproximate average salary by contribution assumption: employee only about $170,055 at 4% or $113,370 at 6%; with 50% employer match about $113,370 at 4% or $75,580 at 6%; with 100% employer match about $85,027 at 4% or $56,685 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 16 | $790,062 | $108,835 | $6,802iApproximate average salary by contribution assumption: employee only about $170,055 at 4% or $113,370 at 6%; with 50% employer match about $113,370 at 4% or $75,580 at 6%; with 100% employer match about $85,027 at 4% or $56,685 at 6%. |
| 2002 | 1 | 17 | $564,190 | $100,736 | $5,926iApproximate average salary by contribution assumption: employee only about $148,141 at 4% or $98,761 at 6%; with 50% employer match about $98,761 at 4% or $65,841 at 6%; with 100% employer match about $74,071 at 4% or $49,380 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 17 | $564,190 | $100,736 | $5,926iApproximate average salary by contribution assumption: employee only about $148,141 at 4% or $98,761 at 6%; with 50% employer match about $98,761 at 4% or $65,841 at 6%; with 100% employer match about $74,071 at 4% or $49,380 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 17 | - | - | - |
| 2000 | 1 | 13 | $0 | $0 | - |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 13 | - | - | - |
| 1999 | 1 | 13 | $607,871 | $72,659 | $5,589iApproximate average salary by contribution assumption: employee only about $139,729 at 4% or $93,153 at 6%; with 50% employer match about $93,153 at 4% or $62,102 at 6%; with 100% employer match about $69,864 at 4% or $46,576 at 6%. |
| Morgenstern & Associates P.A. Cash/Deferred Profit Sharing Plan | - | 13 | $607,871 | $72,659 | $5,589iApproximate average salary by contribution assumption: employee only about $139,729 at 4% or $93,153 at 6%; with 50% employer match about $93,153 at 4% or $62,102 at 6%; with 100% employer match about $69,864 at 4% or $46,576 at 6%. |