Civic Intelligence

Dr. Jose Oscar Morales

Plan context: Dr. Jose O. Morales Profit Sharing Plan

EIN 66-0491451 • 8 filings • 6 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$470,736

2002 Contributions

$67,256

Historical Graphs

Total Assets Over Time

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

$470,736$235,368$0199920012002YearValue
$470,736Latest year 2002

Participants Over Time

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

110199920012002YearValue
1Latest year 2002

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
200221$470,736$67,256$67,256iApproximate average salary by contribution assumption: employee only about $1,681,400 at 4% or $1,120,933 at 6%; with 50% employer match about $1,120,933 at 4% or $747,289 at 6%; with 100% employer match about $840,700 at 4% or $560,467 at 6%.
Dr. Jose O. Morales Profit Sharing Plan-1$319,924$36,685$36,685iApproximate average salary by contribution assumption: employee only about $917,125 at 4% or $611,417 at 6%; with 50% employer match about $611,417 at 4% or $407,611 at 6%; with 100% employer match about $458,563 at 4% or $305,708 at 6%.
Dr. Jose O. Morales Money Purchase Plan-1$150,812$30,571$30,571iApproximate average salary by contribution assumption: employee only about $764,275 at 4% or $509,517 at 6%; with 50% employer match about $509,517 at 4% or $339,678 at 6%; with 100% employer match about $382,138 at 4% or $254,758 at 6%.
200121$284,758$29,646$29,646iApproximate average salary by contribution assumption: employee only about $741,150 at 4% or $494,100 at 6%; with 50% employer match about $494,100 at 4% or $329,400 at 6%; with 100% employer match about $370,575 at 4% or $247,050 at 6%.
Dr. Jose O. Morales Profit Sharing Plan-1$200,133$16,171$16,171iApproximate average salary by contribution assumption: employee only about $404,275 at 4% or $269,517 at 6%; with 50% employer match about $269,517 at 4% or $179,678 at 6%; with 100% employer match about $202,138 at 4% or $134,758 at 6%.
Dr. Jose O. Morales Money Purchase Plan-1$84,625$13,475$13,475iApproximate average salary by contribution assumption: employee only about $336,875 at 4% or $224,583 at 6%; with 50% employer match about $224,583 at 4% or $149,722 at 6%; with 100% employer match about $168,438 at 4% or $112,292 at 6%.
200021$0$0-
Dr. Jose O. Morales Money Purchase Plan-1---
Dr. Jose O. Morales Money Purchase Plan-1---
199921$361,317$21,268$21,268iApproximate average salary by contribution assumption: employee only about $531,700 at 4% or $354,467 at 6%; with 50% employer match about $354,467 at 4% or $236,311 at 6%; with 100% employer match about $265,850 at 4% or $177,233 at 6%.
Dr. Jose O. Morales Profit Sharing Plan-1$250,326$12,531$12,531iApproximate average salary by contribution assumption: employee only about $313,275 at 4% or $208,850 at 6%; with 50% employer match about $208,850 at 4% or $139,233 at 6%; with 100% employer match about $156,638 at 4% or $104,425 at 6%.
Dr. Jose O. Morales Money Purchase Plan-1$110,991$8,737$8,737iApproximate average salary by contribution assumption: employee only about $218,425 at 4% or $145,617 at 6%; with 50% employer match about $145,617 at 4% or $97,078 at 6%; with 100% employer match about $109,213 at 4% or $72,808 at 6%.