Civic Intelligence

Michael Moriello PC.

Plan context: Michael Moriello PC. 401(K) Profit Sharing Plan and Trust

EIN 61-1471145 • Kingston, NY • 21 filings • 2 plans

111 Green StreetPO Box 4465Kingston, NY 12402-4465
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,368,138

2024 Contributions

$1,200

Historical Graphs

Total Assets Over Time

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

$1,368,138$684,069$0200420142024YearValue
$1,368,138Latest year 2024

Participants Over Time

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

420200420142024YearValue
3Latest year 2024

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
202413$1,368,138$1,200$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$1,368,138$1,200$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
202314$1,294,401$3,908$977iApproximate average salary by contribution assumption: employee only about $24,425 at 4% or $16,283 at 6%; with 50% employer match about $16,283 at 4% or $10,856 at 6%; with 100% employer match about $12,213 at 4% or $8,142 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-4$1,294,401$3,908$977iApproximate average salary by contribution assumption: employee only about $24,425 at 4% or $16,283 at 6%; with 50% employer match about $16,283 at 4% or $10,856 at 6%; with 100% employer match about $12,213 at 4% or $8,142 at 6%.
202213$1,253,514$40,813$13,604iApproximate average salary by contribution assumption: employee only about $340,108 at 4% or $226,739 at 6%; with 50% employer match about $226,739 at 4% or $151,159 at 6%; with 100% employer match about $170,054 at 4% or $113,369 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$1,253,514$40,813$13,604iApproximate average salary by contribution assumption: employee only about $340,108 at 4% or $226,739 at 6%; with 50% employer match about $226,739 at 4% or $151,159 at 6%; with 100% employer match about $170,054 at 4% or $113,369 at 6%.
202113$1,277,927$104,015$34,672iApproximate average salary by contribution assumption: employee only about $866,792 at 4% or $577,861 at 6%; with 50% employer match about $577,861 at 4% or $385,241 at 6%; with 100% employer match about $433,396 at 4% or $288,931 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$1,277,927$104,015$34,672iApproximate average salary by contribution assumption: employee only about $866,792 at 4% or $577,861 at 6%; with 50% employer match about $577,861 at 4% or $385,241 at 6%; with 100% employer match about $433,396 at 4% or $288,931 at 6%.
202013$1,068,389$114,650$38,217iApproximate average salary by contribution assumption: employee only about $955,417 at 4% or $636,944 at 6%; with 50% employer match about $636,944 at 4% or $424,630 at 6%; with 100% employer match about $477,708 at 4% or $318,472 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$1,068,389$114,650$38,217iApproximate average salary by contribution assumption: employee only about $955,417 at 4% or $636,944 at 6%; with 50% employer match about $636,944 at 4% or $424,630 at 6%; with 100% employer match about $477,708 at 4% or $318,472 at 6%.
201913$888,786$114,588$38,196iApproximate average salary by contribution assumption: employee only about $954,900 at 4% or $636,600 at 6%; with 50% employer match about $636,600 at 4% or $424,400 at 6%; with 100% employer match about $477,450 at 4% or $318,300 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$888,786$114,588$38,196iApproximate average salary by contribution assumption: employee only about $954,900 at 4% or $636,600 at 6%; with 50% employer match about $636,600 at 4% or $424,400 at 6%; with 100% employer match about $477,450 at 4% or $318,300 at 6%.
201814$701,860$110,361$27,590iApproximate average salary by contribution assumption: employee only about $689,756 at 4% or $459,838 at 6%; with 50% employer match about $459,838 at 4% or $306,558 at 6%; with 100% employer match about $344,878 at 4% or $229,919 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-4$701,860$110,361$27,590iApproximate average salary by contribution assumption: employee only about $689,756 at 4% or $459,838 at 6%; with 50% employer match about $459,838 at 4% or $306,558 at 6%; with 100% employer match about $344,878 at 4% or $229,919 at 6%.
201714$618,093$34,180$8,545iApproximate average salary by contribution assumption: employee only about $213,625 at 4% or $142,417 at 6%; with 50% employer match about $142,417 at 4% or $94,944 at 6%; with 100% employer match about $106,813 at 4% or $71,208 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-4$618,093$34,180$8,545iApproximate average salary by contribution assumption: employee only about $213,625 at 4% or $142,417 at 6%; with 50% employer match about $142,417 at 4% or $94,944 at 6%; with 100% employer match about $106,813 at 4% or $71,208 at 6%.
201613$508,733$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$508,733--
201512$437,224$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-2$437,224--
201413$445,194$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$445,194--
201313$422,302$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$422,302--
201213$337,143$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$337,143--
201113$296,414$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$296,414--
201013$312,948$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$312,948--
200913$247,880$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$247,880--
200813$190,434$21,882$7,294iApproximate average salary by contribution assumption: employee only about $182,350 at 4% or $121,567 at 6%; with 50% employer match about $121,567 at 4% or $81,044 at 6%; with 100% employer match about $91,175 at 4% or $60,783 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$190,434$21,882$7,294iApproximate average salary by contribution assumption: employee only about $182,350 at 4% or $121,567 at 6%; with 50% employer match about $121,567 at 4% or $81,044 at 6%; with 100% employer match about $91,175 at 4% or $60,783 at 6%.
200713$104,524$34,600$11,533iApproximate average salary by contribution assumption: employee only about $288,333 at 4% or $192,222 at 6%; with 50% employer match about $192,222 at 4% or $128,148 at 6%; with 100% employer match about $144,167 at 4% or $96,111 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$104,524$34,600$11,533iApproximate average salary by contribution assumption: employee only about $288,333 at 4% or $192,222 at 6%; with 50% employer match about $192,222 at 4% or $128,148 at 6%; with 100% employer match about $144,167 at 4% or $96,111 at 6%.
200613$65,325$0-
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$65,325--
200513$60,842$34,375$11,458iApproximate average salary by contribution assumption: employee only about $286,458 at 4% or $190,972 at 6%; with 50% employer match about $190,972 at 4% or $127,315 at 6%; with 100% employer match about $143,229 at 4% or $95,486 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-3$60,842$34,375$11,458iApproximate average salary by contribution assumption: employee only about $286,458 at 4% or $190,972 at 6%; with 50% employer match about $190,972 at 4% or $127,315 at 6%; with 100% employer match about $143,229 at 4% or $95,486 at 6%.
200412$26,000$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Michael Moriello PC. 401(K) Profit Sharing Plan and Trust-2$26,000$26,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.