Morgenstein & Jubelirer
Plan context: Morgenstein & Jubelirer 401K
EIN 94-2798722 • 12 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
69
2007 Assets
$10,003,116
2007 Contributions
$1,247,739
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Morgenstein & Jubelirer 401K | - | 0 | - | - | - |
| 2006 | 1 | 69 | $10,003,116 | $1,247,739 | $18,083iApproximate average salary by contribution assumption: employee only about $452,079 at 4% or $301,386 at 6%; with 50% employer match about $301,386 at 4% or $200,924 at 6%; with 100% employer match about $226,040 at 4% or $150,693 at 6%. |
| Morgenstein & Jubelirer 401K | - | 69 | $10,003,116 | $1,247,739 | $18,083iApproximate average salary by contribution assumption: employee only about $452,079 at 4% or $301,386 at 6%; with 50% employer match about $301,386 at 4% or $200,924 at 6%; with 100% employer match about $226,040 at 4% or $150,693 at 6%. |
| 2004 | 2 | 62 | $6,382,036 | $2,410,771 | $38,883iApproximate average salary by contribution assumption: employee only about $972,085 at 4% or $648,057 at 6%; with 50% employer match about $648,057 at 4% or $432,038 at 6%; with 100% employer match about $486,043 at 4% or $324,028 at 6%. |
| Morgenstein & Jubelirer 401K | - | 62 | $6,382,036 | $2,410,771 | $38,883iApproximate average salary by contribution assumption: employee only about $972,085 at 4% or $648,057 at 6%; with 50% employer match about $648,057 at 4% or $432,038 at 6%; with 100% employer match about $486,043 at 4% or $324,028 at 6%. |
| MORGENSTEIN & JUBELIRER, LLP MONEY PURCHASE PENSION PLAN | - | 0 | - | - | - |
| 2003 | 2 | 62 | $5,580,320 | $1,009,402 | $16,281iApproximate average salary by contribution assumption: employee only about $407,017 at 4% or $271,345 at 6%; with 50% employer match about $271,345 at 4% or $180,896 at 6%; with 100% employer match about $203,508 at 4% or $135,672 at 6%. |
| Morgenstein & Jubelirer 401K | - | 62 | $3,632,715 | $645,276 | $10,408iApproximate average salary by contribution assumption: employee only about $260,192 at 4% or $173,461 at 6%; with 50% employer match about $173,461 at 4% or $115,641 at 6%; with 100% employer match about $130,096 at 4% or $86,731 at 6%. |
| MORGENSTEIN & JUBELIRER, LLP MONEY PURCHASE PENSION PLAN | - | 36 | $1,947,605 | $364,126 | $10,115iApproximate average salary by contribution assumption: employee only about $252,865 at 4% or $168,577 at 6%; with 50% employer match about $168,577 at 4% or $112,385 at 6%; with 100% employer match about $126,433 at 4% or $84,288 at 6%. |
| 2002 | 2 | 54 | $2,643,364 | $542,278 | $10,042iApproximate average salary by contribution assumption: employee only about $251,055 at 4% or $167,370 at 6%; with 50% employer match about $167,370 at 4% or $111,580 at 6%; with 100% employer match about $125,527 at 4% or $83,685 at 6%. |
| Morgenstein & Jubelirer 401K | - | 54 | $2,643,364 | $542,278 | $10,042iApproximate average salary by contribution assumption: employee only about $251,055 at 4% or $167,370 at 6%; with 50% employer match about $167,370 at 4% or $111,580 at 6%; with 100% employer match about $125,527 at 4% or $83,685 at 6%. |
| MORGENSTEIN & JUBELIRER, LLP MONEY PURCHASE PENSION PLAN | - | 37 | - | - | - |
| 2001 | 2 | 65 | $2,561,760 | $490,082 | $7,540iApproximate average salary by contribution assumption: employee only about $188,493 at 4% or $125,662 at 6%; with 50% employer match about $125,662 at 4% or $83,775 at 6%; with 100% employer match about $94,247 at 4% or $62,831 at 6%. |
| Morgenstein & Jubelirer 401K | - | 65 | $2,561,760 | $490,082 | $7,540iApproximate average salary by contribution assumption: employee only about $188,493 at 4% or $125,662 at 6%; with 50% employer match about $125,662 at 4% or $83,775 at 6%; with 100% employer match about $94,247 at 4% or $62,831 at 6%. |
| MORGENSTEIN & JUBELIRER, LLP MONEY PURCHASE PENSION PLAN | - | 45 | - | - | - |
| 2000 | 2 | 51 | $0 | $0 | - |
| Morgenstein & Jubelirer 401K | - | 51 | - | - | - |
| MORGENSTEIN & JUBELIRER, LLP MONEY PURCHASE PENSION PLAN | - | 35 | - | - | - |