Civic Intelligence

Moses Tax Group PC.

Plan context: Moses Tax Group, P. C. 401(K) Profit Sharing Plan

EIN 06-1355834 • Unionville, CT • 26 filings • 5 plans

1615 Farmington AvenueUnionville, CT 06085
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,785,860

2024 Contributions

$150,351

Historical Graphs

Total Assets Over Time

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

$2,969,557$1,484,779$0199920132024YearValue
$2,785,860Latest year 2024

Participants Over Time

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

530199920122024YearValue
3Latest year 2024

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
202413$2,785,860$150,351$50,117iApproximate average salary by contribution assumption: employee only about $1,252,925 at 4% or $835,283 at 6%; with 50% employer match about $835,283 at 4% or $556,856 at 6%; with 100% employer match about $626,463 at 4% or $417,642 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-3$2,785,860$150,351$50,117iApproximate average salary by contribution assumption: employee only about $1,252,925 at 4% or $835,283 at 6%; with 50% employer match about $835,283 at 4% or $556,856 at 6%; with 100% employer match about $626,463 at 4% or $417,642 at 6%.
202314$2,945,354$111,619$27,905iApproximate average salary by contribution assumption: employee only about $697,619 at 4% or $465,079 at 6%; with 50% employer match about $465,079 at 4% or $310,053 at 6%; with 100% employer match about $348,809 at 4% or $232,540 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$2,945,354$111,619$27,905iApproximate average salary by contribution assumption: employee only about $697,619 at 4% or $465,079 at 6%; with 50% employer match about $465,079 at 4% or $310,053 at 6%; with 100% employer match about $348,809 at 4% or $232,540 at 6%.
202214$2,550,396$140,559$35,140iApproximate average salary by contribution assumption: employee only about $878,494 at 4% or $585,663 at 6%; with 50% employer match about $585,663 at 4% or $390,442 at 6%; with 100% employer match about $439,247 at 4% or $292,831 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$2,550,396$140,559$35,140iApproximate average salary by contribution assumption: employee only about $878,494 at 4% or $585,663 at 6%; with 50% employer match about $585,663 at 4% or $390,442 at 6%; with 100% employer match about $439,247 at 4% or $292,831 at 6%.
202114$2,969,557$148,623$37,156iApproximate average salary by contribution assumption: employee only about $928,894 at 4% or $619,263 at 6%; with 50% employer match about $619,263 at 4% or $412,842 at 6%; with 100% employer match about $464,447 at 4% or $309,631 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$2,969,557$148,623$37,156iApproximate average salary by contribution assumption: employee only about $928,894 at 4% or $619,263 at 6%; with 50% employer match about $619,263 at 4% or $412,842 at 6%; with 100% employer match about $464,447 at 4% or $309,631 at 6%.
202014$2,537,555$145,484$36,371iApproximate average salary by contribution assumption: employee only about $909,275 at 4% or $606,183 at 6%; with 50% employer match about $606,183 at 4% or $404,122 at 6%; with 100% employer match about $454,638 at 4% or $303,092 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$2,537,555$145,484$36,371iApproximate average salary by contribution assumption: employee only about $909,275 at 4% or $606,183 at 6%; with 50% employer match about $606,183 at 4% or $404,122 at 6%; with 100% employer match about $454,638 at 4% or $303,092 at 6%.
201915$2,405,723$123,738$24,748iApproximate average salary by contribution assumption: employee only about $618,690 at 4% or $412,460 at 6%; with 50% employer match about $412,460 at 4% or $274,973 at 6%; with 100% employer match about $309,345 at 4% or $206,230 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$2,405,723$123,738$24,748iApproximate average salary by contribution assumption: employee only about $618,690 at 4% or $412,460 at 6%; with 50% employer match about $412,460 at 4% or $274,973 at 6%; with 100% employer match about $309,345 at 4% or $206,230 at 6%.
201815$2,048,861$137,001$27,400iApproximate average salary by contribution assumption: employee only about $685,005 at 4% or $456,670 at 6%; with 50% employer match about $456,670 at 4% or $304,447 at 6%; with 100% employer match about $342,503 at 4% or $228,335 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$2,048,861$137,001$27,400iApproximate average salary by contribution assumption: employee only about $685,005 at 4% or $456,670 at 6%; with 50% employer match about $456,670 at 4% or $304,447 at 6%; with 100% employer match about $342,503 at 4% or $228,335 at 6%.
201714$1,915,905$139,686$34,922iApproximate average salary by contribution assumption: employee only about $873,038 at 4% or $582,025 at 6%; with 50% employer match about $582,025 at 4% or $388,017 at 6%; with 100% employer match about $436,519 at 4% or $291,013 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$1,915,905$139,686$34,922iApproximate average salary by contribution assumption: employee only about $873,038 at 4% or $582,025 at 6%; with 50% employer match about $582,025 at 4% or $388,017 at 6%; with 100% employer match about $436,519 at 4% or $291,013 at 6%.
201614$1,626,749$129,809$32,452iApproximate average salary by contribution assumption: employee only about $811,306 at 4% or $540,871 at 6%; with 50% employer match about $540,871 at 4% or $360,581 at 6%; with 100% employer match about $405,653 at 4% or $270,435 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$1,626,749$129,809$32,452iApproximate average salary by contribution assumption: employee only about $811,306 at 4% or $540,871 at 6%; with 50% employer match about $540,871 at 4% or $360,581 at 6%; with 100% employer match about $405,653 at 4% or $270,435 at 6%.
201514$1,414,088$128,049$32,012iApproximate average salary by contribution assumption: employee only about $800,306 at 4% or $533,538 at 6%; with 50% employer match about $533,538 at 4% or $355,692 at 6%; with 100% employer match about $400,153 at 4% or $266,769 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$1,414,088$128,049$32,012iApproximate average salary by contribution assumption: employee only about $800,306 at 4% or $533,538 at 6%; with 50% employer match about $533,538 at 4% or $355,692 at 6%; with 100% employer match about $400,153 at 4% or $266,769 at 6%.
201414$1,315,039$115,544$28,886iApproximate average salary by contribution assumption: employee only about $722,150 at 4% or $481,433 at 6%; with 50% employer match about $481,433 at 4% or $320,956 at 6%; with 100% employer match about $361,075 at 4% or $240,717 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$1,315,039$115,544$28,886iApproximate average salary by contribution assumption: employee only about $722,150 at 4% or $481,433 at 6%; with 50% employer match about $481,433 at 4% or $320,956 at 6%; with 100% employer match about $361,075 at 4% or $240,717 at 6%.
201314$1,112,582$120,544$30,136iApproximate average salary by contribution assumption: employee only about $753,400 at 4% or $502,267 at 6%; with 50% employer match about $502,267 at 4% or $334,844 at 6%; with 100% employer match about $376,700 at 4% or $251,133 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$1,112,582$120,544$30,136iApproximate average salary by contribution assumption: employee only about $753,400 at 4% or $502,267 at 6%; with 50% employer match about $502,267 at 4% or $334,844 at 6%; with 100% employer match about $376,700 at 4% or $251,133 at 6%.
201215$936,386$91,178$18,236iApproximate average salary by contribution assumption: employee only about $455,890 at 4% or $303,927 at 6%; with 50% employer match about $303,927 at 4% or $202,618 at 6%; with 100% employer match about $227,945 at 4% or $151,963 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$936,386$91,178$18,236iApproximate average salary by contribution assumption: employee only about $455,890 at 4% or $303,927 at 6%; with 50% employer match about $303,927 at 4% or $202,618 at 6%; with 100% employer match about $227,945 at 4% or $151,963 at 6%.
201114$804,698$75,285$18,821iApproximate average salary by contribution assumption: employee only about $470,531 at 4% or $313,688 at 6%; with 50% employer match about $313,688 at 4% or $209,125 at 6%; with 100% employer match about $235,266 at 4% or $156,844 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-4$804,698$75,285$18,821iApproximate average salary by contribution assumption: employee only about $470,531 at 4% or $313,688 at 6%; with 50% employer match about $313,688 at 4% or $209,125 at 6%; with 100% employer match about $235,266 at 4% or $156,844 at 6%.
201015$751,253$44,200$8,840iApproximate average salary by contribution assumption: employee only about $221,000 at 4% or $147,333 at 6%; with 50% employer match about $147,333 at 4% or $98,222 at 6%; with 100% employer match about $110,500 at 4% or $73,667 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$751,253$44,200$8,840iApproximate average salary by contribution assumption: employee only about $221,000 at 4% or $147,333 at 6%; with 50% employer match about $147,333 at 4% or $98,222 at 6%; with 100% employer match about $110,500 at 4% or $73,667 at 6%.
200915$689,558$59,660$11,932iApproximate average salary by contribution assumption: employee only about $298,300 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,433 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$689,558$59,660$11,932iApproximate average salary by contribution assumption: employee only about $298,300 at 4% or $198,867 at 6%; with 50% employer match about $198,867 at 4% or $132,578 at 6%; with 100% employer match about $149,150 at 4% or $99,433 at 6%.
200815$596,861$65,700$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$596,861$65,700$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
200715$590,834$45,800$9,160iApproximate average salary by contribution assumption: employee only about $229,000 at 4% or $152,667 at 6%; with 50% employer match about $152,667 at 4% or $101,778 at 6%; with 100% employer match about $114,500 at 4% or $76,333 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$590,834$45,800$9,160iApproximate average salary by contribution assumption: employee only about $229,000 at 4% or $152,667 at 6%; with 50% employer match about $152,667 at 4% or $101,778 at 6%; with 100% employer match about $114,500 at 4% or $76,333 at 6%.
200615$502,671$46,000$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$502,671$46,000$9,200iApproximate average salary by contribution assumption: employee only about $230,000 at 4% or $153,333 at 6%; with 50% employer match about $153,333 at 4% or $102,222 at 6%; with 100% employer match about $115,000 at 4% or $76,667 at 6%.
200515$415,919$40,430$8,086iApproximate average salary by contribution assumption: employee only about $202,150 at 4% or $134,767 at 6%; with 50% employer match about $134,767 at 4% or $89,844 at 6%; with 100% employer match about $101,075 at 4% or $67,383 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-5$415,919$40,430$8,086iApproximate average salary by contribution assumption: employee only about $202,150 at 4% or $134,767 at 6%; with 50% employer match about $134,767 at 4% or $89,844 at 6%; with 100% employer match about $101,075 at 4% or $67,383 at 6%.
200413$360,062$34,160$11,387iApproximate average salary by contribution assumption: employee only about $284,667 at 4% or $189,778 at 6%; with 50% employer match about $189,778 at 4% or $126,519 at 6%; with 100% employer match about $142,333 at 4% or $94,889 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-3$360,062$34,160$11,387iApproximate average salary by contribution assumption: employee only about $284,667 at 4% or $189,778 at 6%; with 50% employer match about $189,778 at 4% or $126,519 at 6%; with 100% employer match about $142,333 at 4% or $94,889 at 6%.
200313$298,647$17,418$5,806iApproximate average salary by contribution assumption: employee only about $145,150 at 4% or $96,767 at 6%; with 50% employer match about $96,767 at 4% or $64,511 at 6%; with 100% employer match about $72,575 at 4% or $48,383 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-3$298,647$17,418$5,806iApproximate average salary by contribution assumption: employee only about $145,150 at 4% or $96,767 at 6%; with 50% employer match about $96,767 at 4% or $64,511 at 6%; with 100% employer match about $72,575 at 4% or $48,383 at 6%.
200212$249,346$0-
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-2$249,346--
200112$0$0-
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-2---
200012$0$0-
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-2---
199912$277,637$28,387$14,194iApproximate average salary by contribution assumption: employee only about $354,838 at 4% or $236,558 at 6%; with 50% employer match about $236,558 at 4% or $157,706 at 6%; with 100% employer match about $177,419 at 4% or $118,279 at 6%.
Moses Tax Group, P. C. 401(K) Profit Sharing Plan-2$277,637$28,387$14,194iApproximate average salary by contribution assumption: employee only about $354,838 at 4% or $236,558 at 6%; with 50% employer match about $236,558 at 4% or $157,706 at 6%; with 100% employer match about $177,419 at 4% or $118,279 at 6%.