Civic Intelligence

Morales & Dulberg, P.A.

Plan context: MORALES & DULBERG DE MORALES MONEY PURCHASE PLAN

EIN 65-0028236 • Bal Harbour, FL • 24 filings • 4 plans

10101 Collins AvenuePh-2bBal Harbour, FL 33154
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$399,500

2020 Contributions

$18,750

Historical Graphs

Total Assets Over Time

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

$1,120,180$560,090$0200920152020YearValue
$399,500Latest year 2020

Participants Over Time

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

210200920152020YearValue
2Latest year 2020

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
202022$399,500$0-
MORALES & DULBERG DE MORALES MONEY PURCHASE PLAN-2$225,000--
Morales & Dulberg De Morales, Profit Sharing Plan-2$174,500--
201922$603,244$0-
Morales & Dulberg De Morales, Profit Sharing Plan-2$309,372--
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$293,872--
201822$887,652$0-
Morales & Dulberg De Morales, Profit Sharing Plan-2$461,750--
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$425,902--
201722$1,017,001$0-
Morales & Dulberg De Morales, Profit Sharing Plan-2$510,243--
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$506,758--
201622$1,120,180$0-
Morales & Dulberg De Morales, Profit Sharing Plan-2$572,645--
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$547,535--
201522$921,233$0-
Morales & Dulberg De Morales, Profit Sharing Plan-2$471,109$0-
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$450,124$0-
201422$471,705$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
Morales & Dulberg De Morales, Profit Sharing Plan-2$246,581$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$225,124$11,250$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
201322$136,802$20,815$10,408iApproximate average salary by contribution assumption: employee only about $260,188 at 4% or $173,458 at 6%; with 50% employer match about $173,458 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,729 at 6%.
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$136,802$12,712$6,356iApproximate average salary by contribution assumption: employee only about $158,900 at 4% or $105,933 at 6%; with 50% employer match about $105,933 at 4% or $70,622 at 6%; with 100% employer match about $79,450 at 4% or $52,967 at 6%.
Morales & Dulberg De Morales, Profit Sharing Plan-2$0$8,103$4,052iApproximate average salary by contribution assumption: employee only about $101,288 at 4% or $67,525 at 6%; with 50% employer match about $67,525 at 4% or $45,017 at 6%; with 100% employer match about $50,644 at 4% or $33,763 at 6%.
201222$258,772$23,125$11,563iApproximate average salary by contribution assumption: employee only about $289,063 at 4% or $192,708 at 6%; with 50% employer match about $192,708 at 4% or $128,472 at 6%; with 100% employer match about $144,531 at 4% or $96,354 at 6%.
Morales & Dulberg De Morales, Profit Sharing Plan-2$134,682$9,250$4,625iApproximate average salary by contribution assumption: employee only about $115,625 at 4% or $77,083 at 6%; with 50% employer match about $77,083 at 4% or $51,389 at 6%; with 100% employer match about $57,813 at 4% or $38,542 at 6%.
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$124,090$13,875$6,938iApproximate average salary by contribution assumption: employee only about $173,438 at 4% or $115,625 at 6%; with 50% employer match about $115,625 at 4% or $77,083 at 6%; with 100% employer match about $86,719 at 4% or $57,813 at 6%.
201122$236,016$9,400$4,700iApproximate average salary by contribution assumption: employee only about $117,500 at 4% or $78,333 at 6%; with 50% employer match about $78,333 at 4% or $52,222 at 6%; with 100% employer match about $58,750 at 4% or $39,167 at 6%.
Morales & Dulberg De Morales, Profit Sharing Plan-2$125,833$4,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$110,183$5,400$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
201022$224,791$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Morales & Dulberg De Morales, Profit Sharing Plan-2$121,431$3,600$1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%.
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$103,360$5,400$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
200922$1,006,382$7,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Morales & Dulberg De Morales, Profit Sharing Plan-2$508,422$3,000$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
MORALES & DULBERG DE MORALES, MONEY PURCHASE PLAN-2$497,960$4,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.