Civic Intelligence

Morgenstern & Herd Pa

Plan context: Morgenstern Herd Pa 401 K Profit Sharing Plan Trust

EIN 59-3639671 • Palm Harbor, FL • 19 filings • 8 plans

800 Tarpon Woods Blvd.Suite F-1Palm Harbor, FL 34685
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,131,912

2023 Contributions

$105,314

Historical Graphs

Total Assets Over Time

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

$1,288,867$644,434$0200520142022YearValue
$1,131,912Latest year 2022

Participants Over Time

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

950200520142022YearValue
2Latest year 2022

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
202310$0$105,314-
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-0$0$105,314-
202212$1,131,912$38,299$19,150iApproximate average salary by contribution assumption: employee only about $478,738 at 4% or $319,158 at 6%; with 50% employer match about $319,158 at 4% or $212,772 at 6%; with 100% employer match about $239,369 at 4% or $159,579 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-2$1,131,912$38,299$19,150iApproximate average salary by contribution assumption: employee only about $478,738 at 4% or $319,158 at 6%; with 50% employer match about $319,158 at 4% or $212,772 at 6%; with 100% employer match about $239,369 at 4% or $159,579 at 6%.
202114$1,253,129$72,233$18,058iApproximate average salary by contribution assumption: employee only about $451,456 at 4% or $300,971 at 6%; with 50% employer match about $300,971 at 4% or $200,647 at 6%; with 100% employer match about $225,728 at 4% or $150,485 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-4$1,253,129$72,233$18,058iApproximate average salary by contribution assumption: employee only about $451,456 at 4% or $300,971 at 6%; with 50% employer match about $300,971 at 4% or $200,647 at 6%; with 100% employer match about $225,728 at 4% or $150,485 at 6%.
202013$1,073,371$72,010$24,003iApproximate average salary by contribution assumption: employee only about $600,083 at 4% or $400,056 at 6%; with 50% employer match about $400,056 at 4% or $266,704 at 6%; with 100% employer match about $300,042 at 4% or $200,028 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-3$1,073,371$72,010$24,003iApproximate average salary by contribution assumption: employee only about $600,083 at 4% or $400,056 at 6%; with 50% employer match about $400,056 at 4% or $266,704 at 6%; with 100% employer match about $300,042 at 4% or $200,028 at 6%.
201915$894,100$70,262$14,052iApproximate average salary by contribution assumption: employee only about $351,310 at 4% or $234,207 at 6%; with 50% employer match about $234,207 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-5$894,100$70,262$14,052iApproximate average salary by contribution assumption: employee only about $351,310 at 4% or $234,207 at 6%; with 50% employer match about $234,207 at 4% or $156,138 at 6%; with 100% employer match about $175,655 at 4% or $117,103 at 6%.
201816$1,288,867$74,827$12,471iApproximate average salary by contribution assumption: employee only about $311,779 at 4% or $207,853 at 6%; with 50% employer match about $207,853 at 4% or $138,569 at 6%; with 100% employer match about $155,890 at 4% or $103,926 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-6$1,288,867$74,827$12,471iApproximate average salary by contribution assumption: employee only about $311,779 at 4% or $207,853 at 6%; with 50% employer match about $207,853 at 4% or $138,569 at 6%; with 100% employer match about $155,890 at 4% or $103,926 at 6%.
201716$1,268,315$168,016$28,003iApproximate average salary by contribution assumption: employee only about $700,067 at 4% or $466,711 at 6%; with 50% employer match about $466,711 at 4% or $311,141 at 6%; with 100% employer match about $350,033 at 4% or $233,356 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-6$1,268,315$168,016$28,003iApproximate average salary by contribution assumption: employee only about $700,067 at 4% or $466,711 at 6%; with 50% employer match about $466,711 at 4% or $311,141 at 6%; with 100% employer match about $350,033 at 4% or $233,356 at 6%.
201616$872,565$59,751$9,959iApproximate average salary by contribution assumption: employee only about $248,963 at 4% or $165,975 at 6%; with 50% employer match about $165,975 at 4% or $110,650 at 6%; with 100% employer match about $124,481 at 4% or $82,988 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-6$872,565$59,751$9,959iApproximate average salary by contribution assumption: employee only about $248,963 at 4% or $165,975 at 6%; with 50% employer match about $165,975 at 4% or $110,650 at 6%; with 100% employer match about $124,481 at 4% or $82,988 at 6%.
201518$947,629$88,244$11,031iApproximate average salary by contribution assumption: employee only about $275,763 at 4% or $183,842 at 6%; with 50% employer match about $183,842 at 4% or $122,561 at 6%; with 100% employer match about $137,881 at 4% or $91,921 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-8$947,629$88,244$11,031iApproximate average salary by contribution assumption: employee only about $275,763 at 4% or $183,842 at 6%; with 50% employer match about $183,842 at 4% or $122,561 at 6%; with 100% employer match about $137,881 at 4% or $91,921 at 6%.
201418$860,141$118,490$14,811iApproximate average salary by contribution assumption: employee only about $370,281 at 4% or $246,854 at 6%; with 50% employer match about $246,854 at 4% or $164,569 at 6%; with 100% employer match about $185,141 at 4% or $123,427 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-8$860,141$118,490$14,811iApproximate average salary by contribution assumption: employee only about $370,281 at 4% or $246,854 at 6%; with 50% employer match about $246,854 at 4% or $164,569 at 6%; with 100% employer match about $185,141 at 4% or $123,427 at 6%.
201318$703,412$78,028$9,754iApproximate average salary by contribution assumption: employee only about $243,838 at 4% or $162,558 at 6%; with 50% employer match about $162,558 at 4% or $108,372 at 6%; with 100% employer match about $121,919 at 4% or $81,279 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-8$703,412$78,028$9,754iApproximate average salary by contribution assumption: employee only about $243,838 at 4% or $162,558 at 6%; with 50% employer match about $162,558 at 4% or $108,372 at 6%; with 100% employer match about $121,919 at 4% or $81,279 at 6%.
201219$595,238$99,514$11,057iApproximate average salary by contribution assumption: employee only about $276,428 at 4% or $184,285 at 6%; with 50% employer match about $184,285 at 4% or $122,857 at 6%; with 100% employer match about $138,214 at 4% or $92,143 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-9$595,238$99,514$11,057iApproximate average salary by contribution assumption: employee only about $276,428 at 4% or $184,285 at 6%; with 50% employer match about $184,285 at 4% or $122,857 at 6%; with 100% employer match about $138,214 at 4% or $92,143 at 6%.
201119$428,774$147,584$16,398iApproximate average salary by contribution assumption: employee only about $409,956 at 4% or $273,304 at 6%; with 50% employer match about $273,304 at 4% or $182,202 at 6%; with 100% employer match about $204,978 at 4% or $136,652 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-9$428,774$147,584$16,398iApproximate average salary by contribution assumption: employee only about $409,956 at 4% or $273,304 at 6%; with 50% employer match about $273,304 at 4% or $182,202 at 6%; with 100% employer match about $204,978 at 4% or $136,652 at 6%.
201016$293,518$47,758$7,960iApproximate average salary by contribution assumption: employee only about $198,992 at 4% or $132,661 at 6%; with 50% employer match about $132,661 at 4% or $88,441 at 6%; with 100% employer match about $99,496 at 4% or $66,331 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-6$293,518$47,758$7,960iApproximate average salary by contribution assumption: employee only about $198,992 at 4% or $132,661 at 6%; with 50% employer match about $132,661 at 4% or $88,441 at 6%; with 100% employer match about $99,496 at 4% or $66,331 at 6%.
200917$191,354$77,328$11,047iApproximate average salary by contribution assumption: employee only about $276,171 at 4% or $184,114 at 6%; with 50% employer match about $184,114 at 4% or $122,743 at 6%; with 100% employer match about $138,086 at 4% or $92,057 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-7$191,354$77,328$11,047iApproximate average salary by contribution assumption: employee only about $276,171 at 4% or $184,114 at 6%; with 50% employer match about $184,114 at 4% or $122,743 at 6%; with 100% employer match about $138,086 at 4% or $92,057 at 6%.
200815$87,561$29,608$5,922iApproximate average salary by contribution assumption: employee only about $148,040 at 4% or $98,693 at 6%; with 50% employer match about $98,693 at 4% or $65,796 at 6%; with 100% employer match about $74,020 at 4% or $49,347 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-5$87,561$29,608$5,922iApproximate average salary by contribution assumption: employee only about $148,040 at 4% or $98,693 at 6%; with 50% employer match about $98,693 at 4% or $65,796 at 6%; with 100% employer match about $74,020 at 4% or $49,347 at 6%.
200714$0$0-
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-4---
200614$55,816$22,240$5,560iApproximate average salary by contribution assumption: employee only about $139,000 at 4% or $92,667 at 6%; with 50% employer match about $92,667 at 4% or $61,778 at 6%; with 100% employer match about $69,500 at 4% or $46,333 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-4$55,816$22,240$5,560iApproximate average salary by contribution assumption: employee only about $139,000 at 4% or $92,667 at 6%; with 50% employer match about $92,667 at 4% or $61,778 at 6%; with 100% employer match about $69,500 at 4% or $46,333 at 6%.
200513$27,961$25,731$8,577iApproximate average salary by contribution assumption: employee only about $214,425 at 4% or $142,950 at 6%; with 50% employer match about $142,950 at 4% or $95,300 at 6%; with 100% employer match about $107,213 at 4% or $71,475 at 6%.
Morgenstern Herd Pa 401 K Profit Sharing Plan Trust-3$27,961$25,731$8,577iApproximate average salary by contribution assumption: employee only about $214,425 at 4% or $142,950 at 6%; with 50% employer match about $142,950 at 4% or $95,300 at 6%; with 100% employer match about $107,213 at 4% or $71,475 at 6%.