Dr. Stuart A. Morgenstein & Associates, Ltd.
Plan context: Dr. Stuart a. Morgenstein & Associates Ltd. Profit Sharing Plan
EIN 36-3926851 • 4 filings • 1 plans
Current Snapshot
Latest Year
2009
2009 Participants
3
2009 Assets
$873,391
2009 Contributions
$8,412
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Dr. Stuart a. Morgenstein & Associates Ltd. Profit Sharing Plan | - | 0 | - | - | - |
| 2008 | 1 | 3 | $873,391 | $8,412 | $2,804iApproximate average salary by contribution assumption: employee only about $70,100 at 4% or $46,733 at 6%; with 50% employer match about $46,733 at 4% or $31,156 at 6%; with 100% employer match about $35,050 at 4% or $23,367 at 6%. |
| Dr. Stuart a. Morgenstein & Associates Ltd. Profit Sharing Plan | - | 3 | $873,391 | $8,412 | $2,804iApproximate average salary by contribution assumption: employee only about $70,100 at 4% or $46,733 at 6%; with 50% employer match about $46,733 at 4% or $31,156 at 6%; with 100% employer match about $35,050 at 4% or $23,367 at 6%. |
| 2007 | 1 | 8 | $1,483,220 | $38,903 | $4,863iApproximate average salary by contribution assumption: employee only about $121,572 at 4% or $81,048 at 6%; with 50% employer match about $81,048 at 4% or $54,032 at 6%; with 100% employer match about $60,786 at 4% or $40,524 at 6%. |
| Dr. Stuart a. Morgenstein & Associates Ltd. Profit Sharing Plan | - | 8 | $1,483,220 | $38,903 | $4,863iApproximate average salary by contribution assumption: employee only about $121,572 at 4% or $81,048 at 6%; with 50% employer match about $81,048 at 4% or $54,032 at 6%; with 100% employer match about $60,786 at 4% or $40,524 at 6%. |
| 2006 | 1 | 9 | $1,322,213 | $42,637 | $4,737iApproximate average salary by contribution assumption: employee only about $118,436 at 4% or $78,957 at 6%; with 50% employer match about $78,957 at 4% or $52,638 at 6%; with 100% employer match about $59,218 at 4% or $39,479 at 6%. |
| Dr. Stuart a. Morgenstein & Associates Ltd. Profit Sharing Plan | - | 9 | $1,322,213 | $42,637 | $4,737iApproximate average salary by contribution assumption: employee only about $118,436 at 4% or $78,957 at 6%; with 50% employer match about $78,957 at 4% or $52,638 at 6%; with 100% employer match about $59,218 at 4% or $39,479 at 6%. |