Moody Aldrich Partners LLC
Plan context: Moody Aldrich Partners LLC 401(K) Plan
EIN 04-3011533 • Marblehead, MA • 17 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$3,158,246
2024 Contributions
$121,899
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $3,158,246 | $121,899 | $8,707iApproximate average salary by contribution assumption: employee only about $217,677 at 4% or $145,118 at 6%; with 50% employer match about $145,118 at 4% or $96,745 at 6%; with 100% employer match about $108,838 at 4% or $72,559 at 6%. |
| Moody Aldrich Partners LLC 401(K) Plan | - | 14 | $3,158,246 | $121,899 | $8,707iApproximate average salary by contribution assumption: employee only about $217,677 at 4% or $145,118 at 6%; with 50% employer match about $145,118 at 4% or $96,745 at 6%; with 100% employer match about $108,838 at 4% or $72,559 at 6%. |
| 2022 | 1 | 12 | $2,282,815 | $275,763 | $22,980iApproximate average salary by contribution assumption: employee only about $574,506 at 4% or $383,004 at 6%; with 50% employer match about $383,004 at 4% or $255,336 at 6%; with 100% employer match about $287,253 at 4% or $191,502 at 6%. |
| Moody Aldrich Partners LLC | - | 12 | $2,282,815 | $275,763 | $22,980iApproximate average salary by contribution assumption: employee only about $574,506 at 4% or $383,004 at 6%; with 50% employer match about $383,004 at 4% or $255,336 at 6%; with 100% employer match about $287,253 at 4% or $191,502 at 6%. |
| 2021 | 1 | 12 | $2,510,119 | $263,571 | $21,964iApproximate average salary by contribution assumption: employee only about $549,106 at 4% or $366,071 at 6%; with 50% employer match about $366,071 at 4% or $244,047 at 6%; with 100% employer match about $274,553 at 4% or $183,035 at 6%. |
| Moody Aldrich Partners LLC | - | 12 | $2,510,119 | $263,571 | $21,964iApproximate average salary by contribution assumption: employee only about $549,106 at 4% or $366,071 at 6%; with 50% employer match about $366,071 at 4% or $244,047 at 6%; with 100% employer match about $274,553 at 4% or $183,035 at 6%. |
| 2020 | 1 | 16 | $2,150,457 | $215,786 | $13,487iApproximate average salary by contribution assumption: employee only about $337,166 at 4% or $224,777 at 6%; with 50% employer match about $224,777 at 4% or $149,851 at 6%; with 100% employer match about $168,583 at 4% or $112,389 at 6%. |
| Moody Aldrich Partners LLC | - | 16 | $2,150,457 | $215,786 | $13,487iApproximate average salary by contribution assumption: employee only about $337,166 at 4% or $224,777 at 6%; with 50% employer match about $224,777 at 4% or $149,851 at 6%; with 100% employer match about $168,583 at 4% or $112,389 at 6%. |
| 2019 | 1 | 13 | $1,592,858 | $184,844 | $14,219iApproximate average salary by contribution assumption: employee only about $355,469 at 4% or $236,979 at 6%; with 50% employer match about $236,979 at 4% or $157,986 at 6%; with 100% employer match about $177,735 at 4% or $118,490 at 6%. |
| Moody Aldrich Partners LLC | - | 13 | $1,592,858 | $184,844 | $14,219iApproximate average salary by contribution assumption: employee only about $355,469 at 4% or $236,979 at 6%; with 50% employer match about $236,979 at 4% or $157,986 at 6%; with 100% employer match about $177,735 at 4% or $118,490 at 6%. |
| 2018 | 1 | 11 | $1,118,528 | $151,380 | $13,762iApproximate average salary by contribution assumption: employee only about $344,045 at 4% or $229,364 at 6%; with 50% employer match about $229,364 at 4% or $152,909 at 6%; with 100% employer match about $172,023 at 4% or $114,682 at 6%. |
| Moody Aldrich Partners LLC | - | 11 | $1,118,528 | $151,380 | $13,762iApproximate average salary by contribution assumption: employee only about $344,045 at 4% or $229,364 at 6%; with 50% employer match about $229,364 at 4% or $152,909 at 6%; with 100% employer match about $172,023 at 4% or $114,682 at 6%. |
| 2017 | 1 | 8 | $1,088,422 | $74,805 | $9,351iApproximate average salary by contribution assumption: employee only about $233,766 at 4% or $155,844 at 6%; with 50% employer match about $155,844 at 4% or $103,896 at 6%; with 100% employer match about $116,883 at 4% or $77,922 at 6%. |
| Moody Aldrich Partners LLC | - | 8 | $1,088,422 | $74,805 | $9,351iApproximate average salary by contribution assumption: employee only about $233,766 at 4% or $155,844 at 6%; with 50% employer match about $155,844 at 4% or $103,896 at 6%; with 100% employer match about $116,883 at 4% or $77,922 at 6%. |
| 2016 | 1 | 8 | $854,529 | $89,150 | $11,144iApproximate average salary by contribution assumption: employee only about $278,594 at 4% or $185,729 at 6%; with 50% employer match about $185,729 at 4% or $123,819 at 6%; with 100% employer match about $139,297 at 4% or $92,865 at 6%. |
| Moody Aldrich Partners LLC | - | 8 | $854,529 | $89,150 | $11,144iApproximate average salary by contribution assumption: employee only about $278,594 at 4% or $185,729 at 6%; with 50% employer match about $185,729 at 4% or $123,819 at 6%; with 100% employer match about $139,297 at 4% or $92,865 at 6%. |
| 2015 | 1 | 8 | $744,002 | $86,300 | $10,788iApproximate average salary by contribution assumption: employee only about $269,688 at 4% or $179,792 at 6%; with 50% employer match about $179,792 at 4% or $119,861 at 6%; with 100% employer match about $134,844 at 4% or $89,896 at 6%. |
| Moody Aldrich Partners LLC | - | 8 | $744,002 | $86,300 | $10,788iApproximate average salary by contribution assumption: employee only about $269,688 at 4% or $179,792 at 6%; with 50% employer match about $179,792 at 4% or $119,861 at 6%; with 100% employer match about $134,844 at 4% or $89,896 at 6%. |
| 2014 | 1 | 9 | $859,709 | $76,812 | $8,535iApproximate average salary by contribution assumption: employee only about $213,367 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,830 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%. |
| Moody Aldrich Partners LLC | - | 9 | $859,709 | $76,812 | $8,535iApproximate average salary by contribution assumption: employee only about $213,367 at 4% or $142,244 at 6%; with 50% employer match about $142,244 at 4% or $94,830 at 6%; with 100% employer match about $106,683 at 4% or $71,122 at 6%. |
| 2013 | 1 | 8 | $719,906 | $54,492 | $6,812iApproximate average salary by contribution assumption: employee only about $170,288 at 4% or $113,525 at 6%; with 50% employer match about $113,525 at 4% or $75,683 at 6%; with 100% employer match about $85,144 at 4% or $56,763 at 6%. |
| Moody Aldrich Partners LLC | - | 8 | $719,906 | $54,492 | $6,812iApproximate average salary by contribution assumption: employee only about $170,288 at 4% or $113,525 at 6%; with 50% employer match about $113,525 at 4% or $75,683 at 6%; with 100% employer match about $85,144 at 4% or $56,763 at 6%. |
| 2012 | 1 | 10 | $697,746 | $76,282 | $7,628iApproximate average salary by contribution assumption: employee only about $190,705 at 4% or $127,137 at 6%; with 50% employer match about $127,137 at 4% or $84,758 at 6%; with 100% employer match about $95,353 at 4% or $63,568 at 6%. |
| Moody Aldrich Partners LLC | - | 10 | $697,746 | $76,282 | $7,628iApproximate average salary by contribution assumption: employee only about $190,705 at 4% or $127,137 at 6%; with 50% employer match about $127,137 at 4% or $84,758 at 6%; with 100% employer match about $95,353 at 4% or $63,568 at 6%. |
| 2011 | 1 | 10 | $539,194 | $95,211 | $9,521iApproximate average salary by contribution assumption: employee only about $238,028 at 4% or $158,685 at 6%; with 50% employer match about $158,685 at 4% or $105,790 at 6%; with 100% employer match about $119,014 at 4% or $79,343 at 6%. |
| Moody Aldrich Partners LLC | - | 10 | $539,194 | $95,211 | $9,521iApproximate average salary by contribution assumption: employee only about $238,028 at 4% or $158,685 at 6%; with 50% employer match about $158,685 at 4% or $105,790 at 6%; with 100% employer match about $119,014 at 4% or $79,343 at 6%. |
| 2010 | 1 | 14 | $530,590 | $141,537 | $10,110iApproximate average salary by contribution assumption: employee only about $252,745 at 4% or $168,496 at 6%; with 50% employer match about $168,496 at 4% or $112,331 at 6%; with 100% employer match about $126,372 at 4% or $84,248 at 6%. |
| Moody Aldrich Partners LLC | - | 14 | $530,590 | $141,537 | $10,110iApproximate average salary by contribution assumption: employee only about $252,745 at 4% or $168,496 at 6%; with 50% employer match about $168,496 at 4% or $112,331 at 6%; with 100% employer match about $126,372 at 4% or $84,248 at 6%. |
| 2009 | 1 | 14 | $337,629 | $127,803 | $9,129iApproximate average salary by contribution assumption: employee only about $228,220 at 4% or $152,146 at 6%; with 50% employer match about $152,146 at 4% or $101,431 at 6%; with 100% employer match about $114,110 at 4% or $76,073 at 6%. |
| Moody Aldrich Partners LLC | - | 14 | $337,629 | $127,803 | $9,129iApproximate average salary by contribution assumption: employee only about $228,220 at 4% or $152,146 at 6%; with 50% employer match about $152,146 at 4% or $101,431 at 6%; with 100% employer match about $114,110 at 4% or $76,073 at 6%. |
| 2008 | 1 | 13 | $0 | $0 | - |
| Moody Aldrich Partners LLC | - | 13 | - | - | - |
| 2007 | 1 | 13 | $177,805 | $115,248 | $8,865iApproximate average salary by contribution assumption: employee only about $221,631 at 4% or $147,754 at 6%; with 50% employer match about $147,754 at 4% or $98,503 at 6%; with 100% employer match about $110,815 at 4% or $73,877 at 6%. |
| Moody Aldrich Partners LLC | - | 13 | $177,805 | $115,248 | $8,865iApproximate average salary by contribution assumption: employee only about $221,631 at 4% or $147,754 at 6%; with 50% employer match about $147,754 at 4% or $98,503 at 6%; with 100% employer match about $110,815 at 4% or $73,877 at 6%. |