Civic Intelligence

Dr. Stuart a. Mogenstein & Assoc.,

Plan context: Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan

EIN 36-3450197 • 11 filings • 4 plans

Current Snapshot

Latest Year

2005

2005 Participants

9

2005 Assets

$1,142,662

2005 Contributions

$38,233

Historical Graphs

Total Assets Over Time

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

$1,142,662$571,331$0199920042005YearValue
$1,142,662Latest year 2005

Participants Over Time

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

1050199920022005YearValue
9Latest year 2005

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
200519$1,142,662$38,233$4,248iApproximate average salary by contribution assumption: employee only about $106,203 at 4% or $70,802 at 6%; with 50% employer match about $70,802 at 4% or $47,201 at 6%; with 100% employer match about $53,101 at 4% or $35,401 at 6%.
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-9$1,142,662$38,233$4,248iApproximate average salary by contribution assumption: employee only about $106,203 at 4% or $70,802 at 6%; with 50% employer match about $70,802 at 4% or $47,201 at 6%; with 100% employer match about $53,101 at 4% or $35,401 at 6%.
200418$1,026,447$16,486$2,061iApproximate average salary by contribution assumption: employee only about $51,519 at 4% or $34,346 at 6%; with 50% employer match about $34,346 at 4% or $22,897 at 6%; with 100% employer match about $25,759 at 4% or $17,173 at 6%.
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-8$1,026,447$16,486$2,061iApproximate average salary by contribution assumption: employee only about $51,519 at 4% or $34,346 at 6%; with 50% employer match about $34,346 at 4% or $22,897 at 6%; with 100% employer match about $25,759 at 4% or $17,173 at 6%.
200318$0$0-
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-8---
200228$0$0-
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-8---
Dr. Stuart a. Morgenstein & Assoc. Ltd. Money Purchase Plan-0---
200128$0$0-
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-8---
Dr. Stuart a. Morgenstein & Assoc. Ltd. Money Purchase Plan-8---
2000210$685,080$35,357$3,536iApproximate average salary by contribution assumption: employee only about $88,393 at 4% or $58,928 at 6%; with 50% employer match about $58,928 at 4% or $39,286 at 6%; with 100% employer match about $44,196 at 4% or $29,464 at 6%.
Dr. Stuart a. Morgenstein & Assoc. Ltd. Money Purchase Plan-10$685,080$35,357$3,536iApproximate average salary by contribution assumption: employee only about $88,393 at 4% or $58,928 at 6%; with 50% employer match about $58,928 at 4% or $39,286 at 6%; with 100% employer match about $44,196 at 4% or $29,464 at 6%.
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-10---
199927$1,103,457$25,876$3,697iApproximate average salary by contribution assumption: employee only about $92,414 at 4% or $61,610 at 6%; with 50% employer match about $61,610 at 4% or $41,073 at 6%; with 100% employer match about $46,207 at 4% or $30,805 at 6%.
Dr. Stuart a. Morgenstein & Assoc. Ltd. Money Purchase Plan-7$778,799$25,876$3,697iApproximate average salary by contribution assumption: employee only about $92,414 at 4% or $61,610 at 6%; with 50% employer match about $61,610 at 4% or $41,073 at 6%; with 100% employer match about $46,207 at 4% or $30,805 at 6%.
Dr. Stuart a. Morgenstein & Assoc. Ltd. Profit Sharing Plan-7$324,658--