Civic Intelligence

Vincent J. Morgese, M.D.

Plan context: Vincent J. Morgese, M.D. Money Purchase Pension Plan

EIN 68-0348109 • 7 filings • 3 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$1,078,512

2005 Contributions

$37,500

Historical Graphs

Total Assets Over Time

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

$1,078,512$539,256$0199920022004YearValue
$1,078,512Latest year 2004

Participants Over Time

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

420199920022004YearValue
3Latest year 2004

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
200510$0$37,500-
Vincent J. Morgese, M.D. Money Purchase Pension Plan-0-$37,500-
200413$1,078,512$67,188$22,396iApproximate average salary by contribution assumption: employee only about $559,900 at 4% or $373,267 at 6%; with 50% employer match about $373,267 at 4% or $248,844 at 6%; with 100% employer match about $279,950 at 4% or $186,633 at 6%.
Vincent J. Morgese, M.D. Money Purchase Pension Plan-3$1,078,512$67,188$22,396iApproximate average salary by contribution assumption: employee only about $559,900 at 4% or $373,267 at 6%; with 50% employer match about $373,267 at 4% or $248,844 at 6%; with 100% employer match about $279,950 at 4% or $186,633 at 6%.
200314$906,122$82,328$20,582iApproximate average salary by contribution assumption: employee only about $514,550 at 4% or $343,033 at 6%; with 50% employer match about $343,033 at 4% or $228,689 at 6%; with 100% employer match about $257,275 at 4% or $171,517 at 6%.
Vincent J. Morgese, M.D. Money Purchase Pension Plan-4$906,122$82,328$20,582iApproximate average salary by contribution assumption: employee only about $514,550 at 4% or $343,033 at 6%; with 50% employer match about $343,033 at 4% or $228,689 at 6%; with 100% employer match about $257,275 at 4% or $171,517 at 6%.
200214$716,358$83,164$20,791iApproximate average salary by contribution assumption: employee only about $519,775 at 4% or $346,517 at 6%; with 50% employer match about $346,517 at 4% or $231,011 at 6%; with 100% employer match about $259,888 at 4% or $173,258 at 6%.
Vincent J. Morgese, M.D. Money Purchase Pension Plan-4$716,358$83,164$20,791iApproximate average salary by contribution assumption: employee only about $519,775 at 4% or $346,517 at 6%; with 50% employer match about $346,517 at 4% or $231,011 at 6%; with 100% employer match about $259,888 at 4% or $173,258 at 6%.
200114$733,852$80,454$20,114iApproximate average salary by contribution assumption: employee only about $502,838 at 4% or $335,225 at 6%; with 50% employer match about $335,225 at 4% or $223,483 at 6%; with 100% employer match about $251,419 at 4% or $167,613 at 6%.
Vincent J. Morgese, M.D. Money Purchase Pension Plan-4$733,852$80,454$20,114iApproximate average salary by contribution assumption: employee only about $502,838 at 4% or $335,225 at 6%; with 50% employer match about $335,225 at 4% or $223,483 at 6%; with 100% employer match about $251,419 at 4% or $167,613 at 6%.
200014$715,935$83,997$20,999iApproximate average salary by contribution assumption: employee only about $524,981 at 4% or $349,988 at 6%; with 50% employer match about $349,988 at 4% or $233,325 at 6%; with 100% employer match about $262,491 at 4% or $174,994 at 6%.
Vincent J. Morgese, M.D. Money Purchase Pension Plan-4$715,935$83,997$20,999iApproximate average salary by contribution assumption: employee only about $524,981 at 4% or $349,988 at 6%; with 50% employer match about $349,988 at 4% or $233,325 at 6%; with 100% employer match about $262,491 at 4% or $174,994 at 6%.
199914$716,033$65,992$16,498iApproximate average salary by contribution assumption: employee only about $412,450 at 4% or $274,967 at 6%; with 50% employer match about $274,967 at 4% or $183,311 at 6%; with 100% employer match about $206,225 at 4% or $137,483 at 6%.
Vincent J. Morgese, M.D. Money Purchase Pension Plan-4$716,033$65,992$16,498iApproximate average salary by contribution assumption: employee only about $412,450 at 4% or $274,967 at 6%; with 50% employer match about $274,967 at 4% or $183,311 at 6%; with 100% employer match about $206,225 at 4% or $137,483 at 6%.