Civic Intelligence

James R. Morales, M.D. LLC

Plan context: James R. Morales, M.D. LLC 401(K) Plan

EIN 56-2402559 • Toms River, NJ • 10 filings • 2 plans

1868 Hooper AvenueToms River, NJ 08753
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$456,941

2016 Contributions

$15,787

Historical Graphs

Total Assets Over Time

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

$540,572$270,286$0200720122015YearValue
$456,941Latest year 2015

Participants Over Time

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

1160200720112014YearValue
8Latest year 2014

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
201610$0$0-
James R. Morales, M.D. LLC 401(K) Plan-0---
201510$456,941$15,787-
James R. Morales, M.D. LLC 401(K) Plan-0$456,941$15,787-
201418$540,572$58,934$7,367iApproximate average salary by contribution assumption: employee only about $184,169 at 4% or $122,779 at 6%; with 50% employer match about $122,779 at 4% or $81,853 at 6%; with 100% employer match about $92,084 at 4% or $61,390 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-8$540,572$58,934$7,367iApproximate average salary by contribution assumption: employee only about $184,169 at 4% or $122,779 at 6%; with 50% employer match about $122,779 at 4% or $81,853 at 6%; with 100% employer match about $92,084 at 4% or $61,390 at 6%.
201317$465,736$77,089$11,013iApproximate average salary by contribution assumption: employee only about $275,318 at 4% or $183,545 at 6%; with 50% employer match about $183,545 at 4% or $122,363 at 6%; with 100% employer match about $137,659 at 4% or $91,773 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-7$465,736$77,089$11,013iApproximate average salary by contribution assumption: employee only about $275,318 at 4% or $183,545 at 6%; with 50% employer match about $183,545 at 4% or $122,363 at 6%; with 100% employer match about $137,659 at 4% or $91,773 at 6%.
2012111$319,349$78,512$7,137iApproximate average salary by contribution assumption: employee only about $178,436 at 4% or $118,958 at 6%; with 50% employer match about $118,958 at 4% or $79,305 at 6%; with 100% employer match about $89,218 at 4% or $59,479 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-11$319,349$78,512$7,137iApproximate average salary by contribution assumption: employee only about $178,436 at 4% or $118,958 at 6%; with 50% employer match about $118,958 at 4% or $79,305 at 6%; with 100% employer match about $89,218 at 4% or $59,479 at 6%.
201117$207,066$40,866$5,838iApproximate average salary by contribution assumption: employee only about $145,950 at 4% or $97,300 at 6%; with 50% employer match about $97,300 at 4% or $64,867 at 6%; with 100% employer match about $72,975 at 4% or $48,650 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-7$207,066$40,866$5,838iApproximate average salary by contribution assumption: employee only about $145,950 at 4% or $97,300 at 6%; with 50% employer match about $97,300 at 4% or $64,867 at 6%; with 100% employer match about $72,975 at 4% or $48,650 at 6%.
201017$178,484$24,344$3,478iApproximate average salary by contribution assumption: employee only about $86,943 at 4% or $57,962 at 6%; with 50% employer match about $57,962 at 4% or $38,641 at 6%; with 100% employer match about $43,471 at 4% or $28,981 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-7$178,484$24,344$3,478iApproximate average salary by contribution assumption: employee only about $86,943 at 4% or $57,962 at 6%; with 50% employer match about $57,962 at 4% or $38,641 at 6%; with 100% employer match about $43,471 at 4% or $28,981 at 6%.
2009110$173,154$25,227$2,523iApproximate average salary by contribution assumption: employee only about $63,067 at 4% or $42,045 at 6%; with 50% employer match about $42,045 at 4% or $28,030 at 6%; with 100% employer match about $31,534 at 4% or $21,023 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-10$173,154$25,227$2,523iApproximate average salary by contribution assumption: employee only about $63,067 at 4% or $42,045 at 6%; with 50% employer match about $42,045 at 4% or $28,030 at 6%; with 100% employer match about $31,534 at 4% or $21,023 at 6%.
200815$0$0-
James R. Morales, M.D. LLC 401(K) Plan-5---
200713$157,701$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.
James R. Morales, M.D. LLC 401(K) Plan-3$157,701$24,500$8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%.