Moonan Stratton and Waldman LLP
Plan context: Moonan, Stratton & Waldman LLP 401(K) Plan
EIN 05-0342012 • Providence, RI • 15 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,024,148
2024 Contributions
$115,816
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 | 6 | $1,024,148 | $115,816 | $19,303iApproximate average salary by contribution assumption: employee only about $482,567 at 4% or $321,711 at 6%; with 50% employer match about $321,711 at 4% or $214,474 at 6%; with 100% employer match about $241,283 at 4% or $160,856 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 6 | $1,024,148 | $115,816 | $19,303iApproximate average salary by contribution assumption: employee only about $482,567 at 4% or $321,711 at 6%; with 50% employer match about $321,711 at 4% or $214,474 at 6%; with 100% employer match about $241,283 at 4% or $160,856 at 6%. |
| 2023 | 1 | 5 | $751,157 | $106,641 | $21,328iApproximate average salary by contribution assumption: employee only about $533,205 at 4% or $355,470 at 6%; with 50% employer match about $355,470 at 4% or $236,980 at 6%; with 100% employer match about $266,603 at 4% or $177,735 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $751,157 | $106,641 | $21,328iApproximate average salary by contribution assumption: employee only about $533,205 at 4% or $355,470 at 6%; with 50% employer match about $355,470 at 4% or $236,980 at 6%; with 100% employer match about $266,603 at 4% or $177,735 at 6%. |
| 2022 | 1 | 5 | $521,284 | $109,031 | $21,806iApproximate average salary by contribution assumption: employee only about $545,155 at 4% or $363,437 at 6%; with 50% employer match about $363,437 at 4% or $242,291 at 6%; with 100% employer match about $272,578 at 4% or $181,718 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $521,284 | $109,031 | $21,806iApproximate average salary by contribution assumption: employee only about $545,155 at 4% or $363,437 at 6%; with 50% employer match about $363,437 at 4% or $242,291 at 6%; with 100% employer match about $272,578 at 4% or $181,718 at 6%. |
| 2021 | 1 | 5 | $504,305 | $44,205 | $8,841iApproximate average salary by contribution assumption: employee only about $221,025 at 4% or $147,350 at 6%; with 50% employer match about $147,350 at 4% or $98,233 at 6%; with 100% employer match about $110,513 at 4% or $73,675 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $504,305 | $44,205 | $8,841iApproximate average salary by contribution assumption: employee only about $221,025 at 4% or $147,350 at 6%; with 50% employer match about $147,350 at 4% or $98,233 at 6%; with 100% employer match about $110,513 at 4% or $73,675 at 6%. |
| 2020 | 1 | 5 | $430,327 | $72,153 | $14,431iApproximate average salary by contribution assumption: employee only about $360,765 at 4% or $240,510 at 6%; with 50% employer match about $240,510 at 4% or $160,340 at 6%; with 100% employer match about $180,383 at 4% or $120,255 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $430,327 | $72,153 | $14,431iApproximate average salary by contribution assumption: employee only about $360,765 at 4% or $240,510 at 6%; with 50% employer match about $240,510 at 4% or $160,340 at 6%; with 100% employer match about $180,383 at 4% or $120,255 at 6%. |
| 2019 | 1 | 4 | $297,063 | $42,325 | $10,581iApproximate average salary by contribution assumption: employee only about $264,531 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,266 at 4% or $88,177 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 4 | $297,063 | $42,325 | $10,581iApproximate average salary by contribution assumption: employee only about $264,531 at 4% or $176,354 at 6%; with 50% employer match about $176,354 at 4% or $117,569 at 6%; with 100% employer match about $132,266 at 4% or $88,177 at 6%. |
| 2018 | 1 | 5 | $242,848 | $44,374 | $8,875iApproximate average salary by contribution assumption: employee only about $221,870 at 4% or $147,913 at 6%; with 50% employer match about $147,913 at 4% or $98,609 at 6%; with 100% employer match about $110,935 at 4% or $73,957 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $242,848 | $44,374 | $8,875iApproximate average salary by contribution assumption: employee only about $221,870 at 4% or $147,913 at 6%; with 50% employer match about $147,913 at 4% or $98,609 at 6%; with 100% employer match about $110,935 at 4% or $73,957 at 6%. |
| 2017 | 1 | 5 | $206,962 | $54,350 | $10,870iApproximate average salary by contribution assumption: employee only about $271,750 at 4% or $181,167 at 6%; with 50% employer match about $181,167 at 4% or $120,778 at 6%; with 100% employer match about $135,875 at 4% or $90,583 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $206,962 | $54,350 | $10,870iApproximate average salary by contribution assumption: employee only about $271,750 at 4% or $181,167 at 6%; with 50% employer match about $181,167 at 4% or $120,778 at 6%; with 100% employer match about $135,875 at 4% or $90,583 at 6%. |
| 2016 | 1 | 5 | $139,654 | $55,514 | $11,103iApproximate average salary by contribution assumption: employee only about $277,570 at 4% or $185,047 at 6%; with 50% employer match about $185,047 at 4% or $123,364 at 6%; with 100% employer match about $138,785 at 4% or $92,523 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $139,654 | $55,514 | $11,103iApproximate average salary by contribution assumption: employee only about $277,570 at 4% or $185,047 at 6%; with 50% employer match about $185,047 at 4% or $123,364 at 6%; with 100% employer match about $138,785 at 4% or $92,523 at 6%. |
| 2015 | 1 | 5 | $74,384 | $37,177 | $7,435iApproximate average salary by contribution assumption: employee only about $185,885 at 4% or $123,923 at 6%; with 50% employer match about $123,923 at 4% or $82,616 at 6%; with 100% employer match about $92,943 at 4% or $61,962 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $74,384 | $37,177 | $7,435iApproximate average salary by contribution assumption: employee only about $185,885 at 4% or $123,923 at 6%; with 50% employer match about $123,923 at 4% or $82,616 at 6%; with 100% employer match about $92,943 at 4% or $61,962 at 6%. |
| 2014 | 2 | 5 | $55,810 | $33,900 | $6,780iApproximate average salary by contribution assumption: employee only about $169,500 at 4% or $113,000 at 6%; with 50% employer match about $113,000 at 4% or $75,333 at 6%; with 100% employer match about $84,750 at 4% or $56,500 at 6%. |
| Moonan, Stratton & Waldman LLP 401(K) Plan | - | 5 | $36,137 | $14,550 | $2,910iApproximate average salary by contribution assumption: employee only about $72,750 at 4% or $48,500 at 6%; with 50% employer match about $48,500 at 4% or $32,333 at 6%; with 100% employer match about $36,375 at 4% or $24,250 at 6%. |
| Mcosker, Davignon & Waldman Profit Sharing Plan and Trust | - | 5 | $19,673 | $19,350 | $3,870iApproximate average salary by contribution assumption: employee only about $96,750 at 4% or $64,500 at 6%; with 50% employer match about $64,500 at 4% or $43,000 at 6%; with 100% employer match about $48,375 at 4% or $32,250 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Mcosker, Davignon & Waldman Profit Sharing Plan and Trust | - | 11 | - | - | - |
| 2000 | 1 | 11 | $0 | $0 | - |
| Mcosker, Davignon & Waldman Profit Sharing Plan and Trust | - | 11 | - | - | - |
| 1999 | 1 | 10 | $1,527,640 | $0 | - |
| Mcosker, Davignon & Waldman Profit Sharing Plan and Trust | - | 10 | $1,527,640 | - | - |