Civic Intelligence

Morgenstein & Levy, P.A.

Plan context: Morgenstein Levy, P.A. 401K Profit-Sharing Plan

EIN 52-0971899 • Kensington, MD • 19 filings • 4 plans

11301 Rockville PikeKensington, MD 20895
Current Snapshot

Latest Year

2012

2012 Participants

23

2012 Assets

$5,920,678

2012 Contributions

$362,000

Historical Graphs

Total Assets Over Time

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

$6,741,638$3,370,819$0199920052011YearValue
$5,920,678Latest year 2011

Participants Over Time

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

24120199920052011YearValue
23Latest year 2011

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
201210$0$0-
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-0$0--
2011123$5,920,678$362,000$15,739iApproximate average salary by contribution assumption: employee only about $393,478 at 4% or $262,319 at 6%; with 50% employer match about $262,319 at 4% or $174,879 at 6%; with 100% employer match about $196,739 at 4% or $131,159 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-23$5,920,678$362,000$15,739iApproximate average salary by contribution assumption: employee only about $393,478 at 4% or $262,319 at 6%; with 50% employer match about $262,319 at 4% or $174,879 at 6%; with 100% employer match about $196,739 at 4% or $131,159 at 6%.
2010124$6,741,638$341,084$14,212iApproximate average salary by contribution assumption: employee only about $355,296 at 4% or $236,864 at 6%; with 50% employer match about $236,864 at 4% or $157,909 at 6%; with 100% employer match about $177,648 at 4% or $118,432 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-24$6,741,638$341,084$14,212iApproximate average salary by contribution assumption: employee only about $355,296 at 4% or $236,864 at 6%; with 50% employer match about $236,864 at 4% or $157,909 at 6%; with 100% employer match about $177,648 at 4% or $118,432 at 6%.
2009122$5,615,813$350,742$15,943iApproximate average salary by contribution assumption: employee only about $398,570 at 4% or $265,714 at 6%; with 50% employer match about $265,714 at 4% or $177,142 at 6%; with 100% employer match about $199,285 at 4% or $132,857 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-22$5,615,813$350,742$15,943iApproximate average salary by contribution assumption: employee only about $398,570 at 4% or $265,714 at 6%; with 50% employer match about $265,714 at 4% or $177,142 at 6%; with 100% employer match about $199,285 at 4% or $132,857 at 6%.
2008121$3,950,889$341,675$16,270iApproximate average salary by contribution assumption: employee only about $406,756 at 4% or $271,171 at 6%; with 50% employer match about $271,171 at 4% or $180,780 at 6%; with 100% employer match about $203,378 at 4% or $135,585 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-21$3,950,889$341,675$16,270iApproximate average salary by contribution assumption: employee only about $406,756 at 4% or $271,171 at 6%; with 50% employer match about $271,171 at 4% or $180,780 at 6%; with 100% employer match about $203,378 at 4% or $135,585 at 6%.
2007120$0$0-
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-20---
2006120$5,883,934$349,976$17,499iApproximate average salary by contribution assumption: employee only about $437,470 at 4% or $291,647 at 6%; with 50% employer match about $291,647 at 4% or $194,431 at 6%; with 100% employer match about $218,735 at 4% or $145,823 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-20$5,883,934$349,976$17,499iApproximate average salary by contribution assumption: employee only about $437,470 at 4% or $291,647 at 6%; with 50% employer match about $291,647 at 4% or $194,431 at 6%; with 100% employer match about $218,735 at 4% or $145,823 at 6%.
2005119$4,880,666$321,972$16,946iApproximate average salary by contribution assumption: employee only about $423,647 at 4% or $282,432 at 6%; with 50% employer match about $282,432 at 4% or $188,288 at 6%; with 100% employer match about $211,824 at 4% or $141,216 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-19$4,880,666$321,972$16,946iApproximate average salary by contribution assumption: employee only about $423,647 at 4% or $282,432 at 6%; with 50% employer match about $282,432 at 4% or $188,288 at 6%; with 100% employer match about $211,824 at 4% or $141,216 at 6%.
2004121$4,157,361$325,262$15,489iApproximate average salary by contribution assumption: employee only about $387,217 at 4% or $258,144 at 6%; with 50% employer match about $258,144 at 4% or $172,096 at 6%; with 100% employer match about $193,608 at 4% or $129,072 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-21$4,157,361$325,262$15,489iApproximate average salary by contribution assumption: employee only about $387,217 at 4% or $258,144 at 6%; with 50% employer match about $258,144 at 4% or $172,096 at 6%; with 100% employer match about $193,608 at 4% or $129,072 at 6%.
2003222$3,481,035$284,726$12,942iApproximate average salary by contribution assumption: employee only about $323,552 at 4% or $215,702 at 6%; with 50% employer match about $215,702 at 4% or $143,801 at 6%; with 100% employer match about $161,776 at 4% or $107,851 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-22$3,481,035$284,726$12,942iApproximate average salary by contribution assumption: employee only about $323,552 at 4% or $215,702 at 6%; with 50% employer match about $215,702 at 4% or $143,801 at 6%; with 100% employer match about $161,776 at 4% or $107,851 at 6%.
Morgenstein & Levy, P.A. Money Purchase Pension Plan-0---
2002219$1,993,016$193,614$10,190iApproximate average salary by contribution assumption: employee only about $254,755 at 4% or $169,837 at 6%; with 50% employer match about $169,837 at 4% or $113,225 at 6%; with 100% employer match about $127,378 at 4% or $84,918 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-19$1,993,016$193,614$10,190iApproximate average salary by contribution assumption: employee only about $254,755 at 4% or $169,837 at 6%; with 50% employer match about $169,837 at 4% or $113,225 at 6%; with 100% employer match about $127,378 at 4% or $84,918 at 6%.
Morgenstein & Levy, P.A. Money Purchase Pension Plan-19---
2001219$2,301,313$156,301$8,226iApproximate average salary by contribution assumption: employee only about $205,659 at 4% or $137,106 at 6%; with 50% employer match about $137,106 at 4% or $91,404 at 6%; with 100% employer match about $102,830 at 4% or $68,553 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-19$2,301,313$156,301$8,226iApproximate average salary by contribution assumption: employee only about $205,659 at 4% or $137,106 at 6%; with 50% employer match about $137,106 at 4% or $91,404 at 6%; with 100% employer match about $102,830 at 4% or $68,553 at 6%.
Morgenstein & Levy, P.A. Money Purchase Pension Plan-18---
2000216$2,515,946$180,648$11,291iApproximate average salary by contribution assumption: employee only about $282,263 at 4% or $188,175 at 6%; with 50% employer match about $188,175 at 4% or $125,450 at 6%; with 100% employer match about $141,131 at 4% or $94,088 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-16$2,205,030$131,638$8,227iApproximate average salary by contribution assumption: employee only about $205,684 at 4% or $137,123 at 6%; with 50% employer match about $137,123 at 4% or $91,415 at 6%; with 100% employer match about $102,842 at 4% or $68,561 at 6%.
Morgenstein & Levy, P.A. Money Purchase Pension Plan-15$310,916$49,010$3,267iApproximate average salary by contribution assumption: employee only about $81,683 at 4% or $54,456 at 6%; with 50% employer match about $54,456 at 4% or $36,304 at 6%; with 100% employer match about $40,842 at 4% or $27,228 at 6%.
1999219$3,438,420$193,946$10,208iApproximate average salary by contribution assumption: employee only about $255,192 at 4% or $170,128 at 6%; with 50% employer match about $170,128 at 4% or $113,419 at 6%; with 100% employer match about $127,596 at 4% or $85,064 at 6%.
Morgenstein Levy, P.A. 401K Profit-Sharing Plan-19$3,049,232$140,751$7,408iApproximate average salary by contribution assumption: employee only about $185,199 at 4% or $123,466 at 6%; with 50% employer match about $123,466 at 4% or $82,311 at 6%; with 100% employer match about $92,599 at 4% or $61,733 at 6%.
Morgenstein & Levy, P.A. Money Purchase Pension Plan-19$389,188$53,195$2,800iApproximate average salary by contribution assumption: employee only about $69,993 at 4% or $46,662 at 6%; with 50% employer match about $46,662 at 4% or $31,108 at 6%; with 100% employer match about $34,997 at 4% or $23,331 at 6%.