Civic Intelligence

Moore Wealth Inc.

Plan context: MOORE WEALTH, INC. 401(K) PLAN

EIN 02-0672066 • Frederick, MD • 22 filings • 4 plans

50 Carroll Creek Way, Suite 335Frederick, MD 21701
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$391,170

2021 Contributions

$69,483

Historical Graphs

Total Assets Over Time

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

$1,201,312$600,656$0200820152021YearValue
$391,170Latest year 2021

Participants Over Time

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

530200720142021YearValue
3Latest year 2021

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
202123$391,170$69,483$23,161iApproximate average salary by contribution assumption: employee only about $579,025 at 4% or $386,017 at 6%; with 50% employer match about $386,017 at 4% or $257,344 at 6%; with 100% employer match about $289,513 at 4% or $193,008 at 6%.
MOORE WEALTH, INC. 401(K) PLAN-3$391,170$69,483$23,161iApproximate average salary by contribution assumption: employee only about $579,025 at 4% or $386,017 at 6%; with 50% employer match about $386,017 at 4% or $257,344 at 6%; with 100% employer match about $289,513 at 4% or $193,008 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-0$0$0-
202024$1,157,659$158,507$39,627iApproximate average salary by contribution assumption: employee only about $990,669 at 4% or $660,446 at 6%; with 50% employer match about $660,446 at 4% or $440,297 at 6%; with 100% employer match about $495,334 at 4% or $330,223 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-4$866,099--
MOORE WEALTH, INC. 401(K) PLAN-4$291,560$158,507$39,627iApproximate average salary by contribution assumption: employee only about $990,669 at 4% or $660,446 at 6%; with 50% employer match about $660,446 at 4% or $440,297 at 6%; with 100% employer match about $495,334 at 4% or $330,223 at 6%.
201924$1,017,541$57,294$14,324iApproximate average salary by contribution assumption: employee only about $358,088 at 4% or $238,725 at 6%; with 50% employer match about $238,725 at 4% or $159,150 at 6%; with 100% employer match about $179,044 at 4% or $119,363 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-4$888,457--
MOORE WEALTH, INC. 401(K) PLAN-4$129,084$57,294$14,324iApproximate average salary by contribution assumption: employee only about $358,088 at 4% or $238,725 at 6%; with 50% employer match about $238,725 at 4% or $159,150 at 6%; with 100% employer match about $179,044 at 4% or $119,363 at 6%.
201825$1,201,312$209,295$41,859iApproximate average salary by contribution assumption: employee only about $1,046,475 at 4% or $697,650 at 6%; with 50% employer match about $697,650 at 4% or $465,100 at 6%; with 100% employer match about $523,238 at 4% or $348,825 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-4$760,394$144,851$36,213iApproximate average salary by contribution assumption: employee only about $905,319 at 4% or $603,546 at 6%; with 50% employer match about $603,546 at 4% or $402,364 at 6%; with 100% employer match about $452,659 at 4% or $301,773 at 6%.
MOORE WEALTH, INC. 401(K) PLAN-5$440,918$64,444$12,889iApproximate average salary by contribution assumption: employee only about $322,220 at 4% or $214,813 at 6%; with 50% employer match about $214,813 at 4% or $143,209 at 6%; with 100% employer match about $161,110 at 4% or $107,407 at 6%.
201724$1,037,203$209,636$52,409iApproximate average salary by contribution assumption: employee only about $1,310,225 at 4% or $873,483 at 6%; with 50% employer match about $873,483 at 4% or $582,322 at 6%; with 100% employer match about $655,113 at 4% or $436,742 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-3$651,772$160,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-4$385,431$49,636$12,409iApproximate average salary by contribution assumption: employee only about $310,225 at 4% or $206,817 at 6%; with 50% employer match about $206,817 at 4% or $137,878 at 6%; with 100% employer match about $155,113 at 4% or $103,408 at 6%.
201622$736,885$234,600$117,300iApproximate average salary by contribution assumption: employee only about $2,932,500 at 4% or $1,955,000 at 6%; with 50% employer match about $1,955,000 at 4% or $1,303,333 at 6%; with 100% employer match about $1,466,250 at 4% or $977,500 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-1$457,331$200,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-2$279,554$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
201522$515,692$286,651$143,326iApproximate average salary by contribution assumption: employee only about $3,583,138 at 4% or $2,388,758 at 6%; with 50% employer match about $2,388,758 at 4% or $1,592,506 at 6%; with 100% employer match about $1,791,569 at 4% or $1,194,379 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-2$258,369$29,328$14,664iApproximate average salary by contribution assumption: employee only about $366,600 at 4% or $244,400 at 6%; with 50% employer match about $244,400 at 4% or $162,933 at 6%; with 100% employer match about $183,300 at 4% or $122,200 at 6%.
Moore Wealth Inc. Defined Benefit Pension Plan-1$257,323$257,323$257,323iApproximate average salary by contribution assumption: employee only about $6,433,075 at 4% or $4,288,717 at 6%; with 50% employer match about $4,288,717 at 4% or $2,859,144 at 6%; with 100% employer match about $3,216,538 at 4% or $2,144,358 at 6%.
201413$228,517$40,115$13,372iApproximate average salary by contribution assumption: employee only about $334,292 at 4% or $222,861 at 6%; with 50% employer match about $222,861 at 4% or $148,574 at 6%; with 100% employer match about $167,146 at 4% or $111,431 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-3$228,517$40,115$13,372iApproximate average salary by contribution assumption: employee only about $334,292 at 4% or $222,861 at 6%; with 50% employer match about $222,861 at 4% or $148,574 at 6%; with 100% employer match about $167,146 at 4% or $111,431 at 6%.
201313$170,605$10,118$3,373iApproximate average salary by contribution assumption: employee only about $84,317 at 4% or $56,211 at 6%; with 50% employer match about $56,211 at 4% or $37,474 at 6%; with 100% employer match about $42,158 at 4% or $28,106 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-3$170,605$10,118$3,373iApproximate average salary by contribution assumption: employee only about $84,317 at 4% or $56,211 at 6%; with 50% employer match about $56,211 at 4% or $37,474 at 6%; with 100% employer match about $42,158 at 4% or $28,106 at 6%.
201213$131,448$10,582$3,527iApproximate average salary by contribution assumption: employee only about $88,183 at 4% or $58,789 at 6%; with 50% employer match about $58,789 at 4% or $39,193 at 6%; with 100% employer match about $44,092 at 4% or $29,394 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-3$131,448$10,582$3,527iApproximate average salary by contribution assumption: employee only about $88,183 at 4% or $58,789 at 6%; with 50% employer match about $58,789 at 4% or $39,193 at 6%; with 100% employer match about $44,092 at 4% or $29,394 at 6%.
201113$105,204$8,990$2,997iApproximate average salary by contribution assumption: employee only about $74,917 at 4% or $49,944 at 6%; with 50% employer match about $49,944 at 4% or $33,296 at 6%; with 100% employer match about $37,458 at 4% or $24,972 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-3$105,204$8,990$2,997iApproximate average salary by contribution assumption: employee only about $74,917 at 4% or $49,944 at 6%; with 50% employer match about $49,944 at 4% or $33,296 at 6%; with 100% employer match about $37,458 at 4% or $24,972 at 6%.
201013$119,984$4,970$1,657iApproximate average salary by contribution assumption: employee only about $41,417 at 4% or $27,611 at 6%; with 50% employer match about $27,611 at 4% or $18,407 at 6%; with 100% employer match about $20,708 at 4% or $13,806 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-3$119,984$4,970$1,657iApproximate average salary by contribution assumption: employee only about $41,417 at 4% or $27,611 at 6%; with 50% employer match about $27,611 at 4% or $18,407 at 6%; with 100% employer match about $20,708 at 4% or $13,806 at 6%.
200912$96,826$6,488$3,244iApproximate average salary by contribution assumption: employee only about $81,100 at 4% or $54,067 at 6%; with 50% employer match about $54,067 at 4% or $36,044 at 6%; with 100% employer match about $40,550 at 4% or $27,033 at 6%.
MOORE WEALTH, INC. 401(K) P/S PLAN-2$96,826$6,488$3,244iApproximate average salary by contribution assumption: employee only about $81,100 at 4% or $54,067 at 6%; with 50% employer match about $54,067 at 4% or $36,044 at 6%; with 100% employer match about $40,550 at 4% or $27,033 at 6%.
200814$62,333$26,940$6,735iApproximate average salary by contribution assumption: employee only about $168,375 at 4% or $112,250 at 6%; with 50% employer match about $112,250 at 4% or $74,833 at 6%; with 100% employer match about $84,188 at 4% or $56,125 at 6%.
MOORE WEALTH, INC. 401K P/S PLAN-4$62,333$26,940$6,735iApproximate average salary by contribution assumption: employee only about $168,375 at 4% or $112,250 at 6%; with 50% employer match about $112,250 at 4% or $74,833 at 6%; with 100% employer match about $84,188 at 4% or $56,125 at 6%.
200714$0$0-
MOORE WEALTH, INC. 401K P/S PLAN-4---