Civic Intelligence

Morgenstern Phifer & Messina, P.A.

Plan context: Morgenstern & Company, P.A. Profit Sharing Plan

EIN 59-3029972 • Tampa, FL • 27 filings • 2 plans

202 S Rome Ave Ste 150Tampa, FL 33606-1856
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$7,312,108

2025 Contributions

$213,150

Historical Graphs

Total Assets Over Time

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

$9,323,404$4,661,702$0199920122025YearValue
$7,312,108Latest year 2025

Participants Over Time

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

950199920132025YearValue
6Latest year 2025

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
202516$7,312,108$213,150$35,525iApproximate average salary by contribution assumption: employee only about $888,125 at 4% or $592,083 at 6%; with 50% employer match about $592,083 at 4% or $394,722 at 6%; with 100% employer match about $444,063 at 4% or $296,042 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-6$7,312,108$213,150$35,525iApproximate average salary by contribution assumption: employee only about $888,125 at 4% or $592,083 at 6%; with 50% employer match about $592,083 at 4% or $394,722 at 6%; with 100% employer match about $444,063 at 4% or $296,042 at 6%.
202417$6,162,002$208,050$29,721iApproximate average salary by contribution assumption: employee only about $743,036 at 4% or $495,357 at 6%; with 50% employer match about $495,357 at 4% or $330,238 at 6%; with 100% employer match about $371,518 at 4% or $247,679 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-7$6,162,002$208,050$29,721iApproximate average salary by contribution assumption: employee only about $743,036 at 4% or $495,357 at 6%; with 50% employer match about $495,357 at 4% or $330,238 at 6%; with 100% employer match about $371,518 at 4% or $247,679 at 6%.
202317$5,123,302$195,750$27,964iApproximate average salary by contribution assumption: employee only about $699,107 at 4% or $466,071 at 6%; with 50% employer match about $466,071 at 4% or $310,714 at 6%; with 100% employer match about $349,554 at 4% or $233,036 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-7$5,123,302$195,750$27,964iApproximate average salary by contribution assumption: employee only about $699,107 at 4% or $466,071 at 6%; with 50% employer match about $466,071 at 4% or $310,714 at 6%; with 100% employer match about $349,554 at 4% or $233,036 at 6%.
202217$6,995,579$198,783$28,398iApproximate average salary by contribution assumption: employee only about $709,939 at 4% or $473,293 at 6%; with 50% employer match about $473,293 at 4% or $315,529 at 6%; with 100% employer match about $354,970 at 4% or $236,646 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-7$6,995,579$198,783$28,398iApproximate average salary by contribution assumption: employee only about $709,939 at 4% or $473,293 at 6%; with 50% employer match about $473,293 at 4% or $315,529 at 6%; with 100% employer match about $354,970 at 4% or $236,646 at 6%.
202116$8,121,604$188,250$31,375iApproximate average salary by contribution assumption: employee only about $784,375 at 4% or $522,917 at 6%; with 50% employer match about $522,917 at 4% or $348,611 at 6%; with 100% employer match about $392,188 at 4% or $261,458 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-6$8,121,604$188,250$31,375iApproximate average salary by contribution assumption: employee only about $784,375 at 4% or $522,917 at 6%; with 50% employer match about $522,917 at 4% or $348,611 at 6%; with 100% employer match about $392,188 at 4% or $261,458 at 6%.
202018$9,323,404$219,344$27,418iApproximate average salary by contribution assumption: employee only about $685,450 at 4% or $456,967 at 6%; with 50% employer match about $456,967 at 4% or $304,644 at 6%; with 100% employer match about $342,725 at 4% or $228,483 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$9,323,404$219,344$27,418iApproximate average salary by contribution assumption: employee only about $685,450 at 4% or $456,967 at 6%; with 50% employer match about $456,967 at 4% or $304,644 at 6%; with 100% employer match about $342,725 at 4% or $228,483 at 6%.
201919$7,890,319$224,250$24,917iApproximate average salary by contribution assumption: employee only about $622,917 at 4% or $415,278 at 6%; with 50% employer match about $415,278 at 4% or $276,852 at 6%; with 100% employer match about $311,458 at 4% or $207,639 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$7,890,319$224,250$24,917iApproximate average salary by contribution assumption: employee only about $622,917 at 4% or $415,278 at 6%; with 50% employer match about $415,278 at 4% or $276,852 at 6%; with 100% employer match about $311,458 at 4% or $207,639 at 6%.
201819$6,179,290$226,200$25,133iApproximate average salary by contribution assumption: employee only about $628,333 at 4% or $418,889 at 6%; with 50% employer match about $418,889 at 4% or $279,259 at 6%; with 100% employer match about $314,167 at 4% or $209,444 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$6,179,290$226,200$25,133iApproximate average salary by contribution assumption: employee only about $628,333 at 4% or $418,889 at 6%; with 50% employer match about $418,889 at 4% or $279,259 at 6%; with 100% employer match about $314,167 at 4% or $209,444 at 6%.
201719$6,240,128$219,225$24,358iApproximate average salary by contribution assumption: employee only about $608,958 at 4% or $405,972 at 6%; with 50% employer match about $405,972 at 4% or $270,648 at 6%; with 100% employer match about $304,479 at 4% or $202,986 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$6,240,128$219,225$24,358iApproximate average salary by contribution assumption: employee only about $608,958 at 4% or $405,972 at 6%; with 50% employer match about $405,972 at 4% or $270,648 at 6%; with 100% employer match about $304,479 at 4% or $202,986 at 6%.
201619$5,124,481$209,775$23,308iApproximate average salary by contribution assumption: employee only about $582,708 at 4% or $388,472 at 6%; with 50% employer match about $388,472 at 4% or $258,981 at 6%; with 100% employer match about $291,354 at 4% or $194,236 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$5,124,481$209,775$23,308iApproximate average salary by contribution assumption: employee only about $582,708 at 4% or $388,472 at 6%; with 50% employer match about $388,472 at 4% or $258,981 at 6%; with 100% employer match about $291,354 at 4% or $194,236 at 6%.
201519$4,535,434$161,092$17,899iApproximate average salary by contribution assumption: employee only about $447,478 at 4% or $298,319 at 6%; with 50% employer match about $298,319 at 4% or $198,879 at 6%; with 100% employer match about $223,739 at 4% or $149,159 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$4,535,434$161,092$17,899iApproximate average salary by contribution assumption: employee only about $447,478 at 4% or $298,319 at 6%; with 50% employer match about $298,319 at 4% or $198,879 at 6%; with 100% employer match about $223,739 at 4% or $149,159 at 6%.
201418$4,343,671$182,348$22,794iApproximate average salary by contribution assumption: employee only about $569,838 at 4% or $379,892 at 6%; with 50% employer match about $379,892 at 4% or $253,261 at 6%; with 100% employer match about $284,919 at 4% or $189,946 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$4,343,671$182,348$22,794iApproximate average salary by contribution assumption: employee only about $569,838 at 4% or $379,892 at 6%; with 50% employer match about $379,892 at 4% or $253,261 at 6%; with 100% employer match about $284,919 at 4% or $189,946 at 6%.
201318$3,950,739$164,209$20,526iApproximate average salary by contribution assumption: employee only about $513,153 at 4% or $342,102 at 6%; with 50% employer match about $342,102 at 4% or $228,068 at 6%; with 100% employer match about $256,577 at 4% or $171,051 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$3,950,739$164,209$20,526iApproximate average salary by contribution assumption: employee only about $513,153 at 4% or $342,102 at 6%; with 50% employer match about $342,102 at 4% or $228,068 at 6%; with 100% employer match about $256,577 at 4% or $171,051 at 6%.
201218$3,040,363$149,347$18,668iApproximate average salary by contribution assumption: employee only about $466,709 at 4% or $311,140 at 6%; with 50% employer match about $311,140 at 4% or $207,426 at 6%; with 100% employer match about $233,355 at 4% or $155,570 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$3,040,363$149,347$18,668iApproximate average salary by contribution assumption: employee only about $466,709 at 4% or $311,140 at 6%; with 50% employer match about $311,140 at 4% or $207,426 at 6%; with 100% employer match about $233,355 at 4% or $155,570 at 6%.
201118$2,521,696$159,467$19,933iApproximate average salary by contribution assumption: employee only about $498,334 at 4% or $332,223 at 6%; with 50% employer match about $332,223 at 4% or $221,482 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$2,521,696$159,467$19,933iApproximate average salary by contribution assumption: employee only about $498,334 at 4% or $332,223 at 6%; with 50% employer match about $332,223 at 4% or $221,482 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
201018$2,371,602$150,747$18,843iApproximate average salary by contribution assumption: employee only about $471,084 at 4% or $314,056 at 6%; with 50% employer match about $314,056 at 4% or $209,371 at 6%; with 100% employer match about $235,542 at 4% or $157,028 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$2,371,602$150,747$18,843iApproximate average salary by contribution assumption: employee only about $471,084 at 4% or $314,056 at 6%; with 50% employer match about $314,056 at 4% or $209,371 at 6%; with 100% employer match about $235,542 at 4% or $157,028 at 6%.
200918$1,935,390$161,229$20,154iApproximate average salary by contribution assumption: employee only about $503,841 at 4% or $335,894 at 6%; with 50% employer match about $335,894 at 4% or $223,929 at 6%; with 100% employer match about $251,920 at 4% or $167,947 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$1,935,390$161,229$20,154iApproximate average salary by contribution assumption: employee only about $503,841 at 4% or $335,894 at 6%; with 50% employer match about $335,894 at 4% or $223,929 at 6%; with 100% employer match about $251,920 at 4% or $167,947 at 6%.
200818$1,382,773$157,440$19,680iApproximate average salary by contribution assumption: employee only about $492,000 at 4% or $328,000 at 6%; with 50% employer match about $328,000 at 4% or $218,667 at 6%; with 100% employer match about $246,000 at 4% or $164,000 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$1,382,773$157,440$19,680iApproximate average salary by contribution assumption: employee only about $492,000 at 4% or $328,000 at 6%; with 50% employer match about $328,000 at 4% or $218,667 at 6%; with 100% employer match about $246,000 at 4% or $164,000 at 6%.
200718$1,940,029$148,650$18,581iApproximate average salary by contribution assumption: employee only about $464,531 at 4% or $309,688 at 6%; with 50% employer match about $309,688 at 4% or $206,458 at 6%; with 100% employer match about $232,266 at 4% or $154,844 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$1,940,029$148,650$18,581iApproximate average salary by contribution assumption: employee only about $464,531 at 4% or $309,688 at 6%; with 50% employer match about $309,688 at 4% or $206,458 at 6%; with 100% employer match about $232,266 at 4% or $154,844 at 6%.
200618$1,694,864$139,470$17,434iApproximate average salary by contribution assumption: employee only about $435,844 at 4% or $290,563 at 6%; with 50% employer match about $290,563 at 4% or $193,708 at 6%; with 100% employer match about $217,922 at 4% or $145,281 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$1,694,864$139,470$17,434iApproximate average salary by contribution assumption: employee only about $435,844 at 4% or $290,563 at 6%; with 50% employer match about $290,563 at 4% or $193,708 at 6%; with 100% employer match about $217,922 at 4% or $145,281 at 6%.
200518$1,316,415$110,970$13,871iApproximate average salary by contribution assumption: employee only about $346,781 at 4% or $231,188 at 6%; with 50% employer match about $231,188 at 4% or $154,125 at 6%; with 100% employer match about $173,391 at 4% or $115,594 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$1,316,415$110,970$13,871iApproximate average salary by contribution assumption: employee only about $346,781 at 4% or $231,188 at 6%; with 50% employer match about $231,188 at 4% or $154,125 at 6%; with 100% employer match about $173,391 at 4% or $115,594 at 6%.
200419$1,118,837$147,490$16,388iApproximate average salary by contribution assumption: employee only about $409,694 at 4% or $273,130 at 6%; with 50% employer match about $273,130 at 4% or $182,086 at 6%; with 100% employer match about $204,847 at 4% or $136,565 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$1,118,837$147,490$16,388iApproximate average salary by contribution assumption: employee only about $409,694 at 4% or $273,130 at 6%; with 50% employer match about $273,130 at 4% or $182,086 at 6%; with 100% employer match about $204,847 at 4% or $136,565 at 6%.
200319$854,352$132,199$14,689iApproximate average salary by contribution assumption: employee only about $367,219 at 4% or $244,813 at 6%; with 50% employer match about $244,813 at 4% or $163,209 at 6%; with 100% employer match about $183,610 at 4% or $122,406 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-9$854,352$132,199$14,689iApproximate average salary by contribution assumption: employee only about $367,219 at 4% or $244,813 at 6%; with 50% employer match about $244,813 at 4% or $163,209 at 6%; with 100% employer match about $183,610 at 4% or $122,406 at 6%.
200218$558,894$117,270$14,659iApproximate average salary by contribution assumption: employee only about $366,469 at 4% or $244,313 at 6%; with 50% employer match about $244,313 at 4% or $162,875 at 6%; with 100% employer match about $183,234 at 4% or $122,156 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-8$558,894$117,270$14,659iApproximate average salary by contribution assumption: employee only about $366,469 at 4% or $244,313 at 6%; with 50% employer match about $244,313 at 4% or $162,875 at 6%; with 100% employer match about $183,234 at 4% or $122,156 at 6%.
200110$546,077$96,742-
Morgenstern & Company, P.A. Profit Sharing Plan-0$546,077$96,742-
200016$527,038$78,150$13,025iApproximate average salary by contribution assumption: employee only about $325,625 at 4% or $217,083 at 6%; with 50% employer match about $217,083 at 4% or $144,722 at 6%; with 100% employer match about $162,813 at 4% or $108,542 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-6$527,038$78,150$13,025iApproximate average salary by contribution assumption: employee only about $325,625 at 4% or $217,083 at 6%; with 50% employer match about $217,083 at 4% or $144,722 at 6%; with 100% employer match about $162,813 at 4% or $108,542 at 6%.
199915$500,317$69,113$13,823iApproximate average salary by contribution assumption: employee only about $345,565 at 4% or $230,377 at 6%; with 50% employer match about $230,377 at 4% or $153,584 at 6%; with 100% employer match about $172,783 at 4% or $115,188 at 6%.
Morgenstern & Company, P.A. Profit Sharing Plan-5$500,317$69,113$13,823iApproximate average salary by contribution assumption: employee only about $345,565 at 4% or $230,377 at 6%; with 50% employer match about $230,377 at 4% or $153,584 at 6%; with 100% employer match about $172,783 at 4% or $115,188 at 6%.