HOLMES MORIARTY, LLC
Plan context: HOLMES MORIARTY, LLC 401K PLAN
EIN 02-0799792 • Santa Monica, CA • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
26
2025 Assets
$864,639
2025 Contributions
$181,101
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 26 | $864,639 | $181,101 | $6,965iApproximate average salary by contribution assumption: employee only about $174,136 at 4% or $116,090 at 6%; with 50% employer match about $116,090 at 4% or $77,394 at 6%; with 100% employer match about $87,068 at 4% or $58,045 at 6%. |
| HOLMES MORIARTY, LLC 401K PLAN | - | 26 | $864,639 | $181,101 | $6,965iApproximate average salary by contribution assumption: employee only about $174,136 at 4% or $116,090 at 6%; with 50% employer match about $116,090 at 4% or $77,394 at 6%; with 100% employer match about $87,068 at 4% or $58,045 at 6%. |
| 2024 | 1 | 28 | $665,442 | $195,256 | $6,973iApproximate average salary by contribution assumption: employee only about $174,336 at 4% or $116,224 at 6%; with 50% employer match about $116,224 at 4% or $77,483 at 6%; with 100% employer match about $87,168 at 4% or $58,112 at 6%. |
| HOLMES MORIARTY, LLC 401K PLAN | - | 28 | $665,442 | $195,256 | $6,973iApproximate average salary by contribution assumption: employee only about $174,336 at 4% or $116,224 at 6%; with 50% employer match about $116,224 at 4% or $77,483 at 6%; with 100% employer match about $87,168 at 4% or $58,112 at 6%. |
| 2023 | 1 | 27 | $445,199 | $188,939 | $6,998iApproximate average salary by contribution assumption: employee only about $174,944 at 4% or $116,629 at 6%; with 50% employer match about $116,629 at 4% or $77,753 at 6%; with 100% employer match about $87,472 at 4% or $58,315 at 6%. |
| HOLMES MORIARTY, LLC 401K PLAN | - | 27 | $445,199 | $188,939 | $6,998iApproximate average salary by contribution assumption: employee only about $174,944 at 4% or $116,629 at 6%; with 50% employer match about $116,629 at 4% or $77,753 at 6%; with 100% employer match about $87,472 at 4% or $58,315 at 6%. |
| 2019 | 1 | 0 | $0 | $0 | - |
| HOLMES MORIARTY, LLC DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2018 | 1 | 2 | $99,255 | $0 | - |
| HOLMES MORIARTY, LLC DEFINED BENEFIT PENSION PLAN | - | 2 | $99,255 | - | - |
| 2017 | 1 | 3 | $102,811 | $0 | - |
| HOLMES MORIARTY, LLC DEFINED BENEFIT PENSION PLAN | - | 3 | $102,811 | - | - |
| 2016 | 1 | 7 | $107,004 | $11,500 | $1,643iApproximate average salary by contribution assumption: employee only about $41,071 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,690 at 6%. |
| HOLMES MORIARTY, LLC DEFINED BENEFIT PENSION PLAN | - | 7 | $107,004 | $11,500 | $1,643iApproximate average salary by contribution assumption: employee only about $41,071 at 4% or $27,381 at 6%; with 50% employer match about $27,381 at 4% or $18,254 at 6%; with 100% employer match about $20,536 at 4% or $13,690 at 6%. |
| 2015 | 1 | 6 | $99,095 | $0 | - |
| HOLMES MORIARTY, LLC DEFINED BENEFIT PENSION PLAN | - | 6 | $99,095 | $0 | - |
| 2014 | 1 | 6 | $100,370 | $0 | - |
| HOLMES MORIARTY, LLC DEFINED BENEFIT PENSION PLAN | - | 6 | $100,370 | $0 | - |