Civic Intelligence

THE MONEY SOURCE

Plan context: The Money Source Retirement Trust

EIN 11-3412303 • Melville, NY • 18 filings • 2 plans

135 Maxess RoadMelville, NY 11772
Current Snapshot

Latest Year

2023

2023 Participants

585

2023 Assets

$16,158,890

2023 Contributions

$1,097,936

Historical Graphs

Total Assets Over Time

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

$18,258,695$9,129,348$0201420182022YearValue
$16,158,890Latest year 2022

Participants Over Time

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

8314160201420192023YearValue
585Latest year 2023

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
20232585$0$1,097,936$1,877iApproximate average salary by contribution assumption: employee only about $46,920 at 4% or $31,280 at 6%; with 50% employer match about $31,280 at 4% or $20,853 at 6%; with 100% employer match about $23,460 at 4% or $15,640 at 6%.
The Money Source Inc. Employee Benefits Plan-585---
The Money Source Retirement Trust-0-$1,097,936-
20222541$16,158,890$2,930,077$5,416iApproximate average salary by contribution assumption: employee only about $135,401 at 4% or $90,267 at 6%; with 50% employer match about $90,267 at 4% or $60,178 at 6%; with 100% employer match about $67,700 at 4% or $45,134 at 6%.
The Money Source Retirement Trust-521$16,158,890$2,930,077$5,624iApproximate average salary by contribution assumption: employee only about $140,599 at 4% or $93,732 at 6%; with 50% employer match about $93,732 at 4% or $62,488 at 6%; with 100% employer match about $70,299 at 4% or $46,866 at 6%.
The Money Source Inc. Employee Benefits Plan-541---
20212736$18,258,695$2,628,581$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
The Money Source Retirement Trust-736$18,258,695$2,628,581$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
The Money Source Inc. Employee Benefits Plan-486---
20202570$14,993,890$2,728,223$4,786iApproximate average salary by contribution assumption: employee only about $119,659 at 4% or $79,773 at 6%; with 50% employer match about $79,773 at 4% or $53,182 at 6%; with 100% employer match about $59,829 at 4% or $39,886 at 6%.
The Money Source Retirement Trust-550$14,993,890$2,728,223$4,960iApproximate average salary by contribution assumption: employee only about $124,010 at 4% or $82,673 at 6%; with 50% employer match about $82,673 at 4% or $55,116 at 6%; with 100% employer match about $62,005 at 4% or $41,337 at 6%.
The Money Source Inc. Employee Benefits Plan-570---
20192459$12,365,414$2,117,289$4,613iApproximate average salary by contribution assumption: employee only about $115,321 at 4% or $76,881 at 6%; with 50% employer match about $76,881 at 4% or $51,254 at 6%; with 100% employer match about $57,660 at 4% or $38,440 at 6%.
The Money Source Retirement Trust-386$12,365,414$2,117,289$5,485iApproximate average salary by contribution assumption: employee only about $137,130 at 4% or $91,420 at 6%; with 50% employer match about $91,420 at 4% or $60,947 at 6%; with 100% employer match about $68,565 at 4% or $45,710 at 6%.
The Money Source Inc. Employee Benefits Plan-459---
20182831$10,375,868$3,983,956$4,794iApproximate average salary by contribution assumption: employee only about $119,854 at 4% or $79,903 at 6%; with 50% employer match about $79,903 at 4% or $53,269 at 6%; with 100% employer match about $59,927 at 4% or $39,951 at 6%.
The Money Source Retirement Trust-831$10,375,868$3,983,956$4,794iApproximate average salary by contribution assumption: employee only about $119,854 at 4% or $79,903 at 6%; with 50% employer match about $79,903 at 4% or $53,269 at 6%; with 100% employer match about $59,927 at 4% or $39,951 at 6%.
The Money Source Inc. Employee Benefits Plan-705---
20172615$8,830,228$4,266,318$6,937iApproximate average salary by contribution assumption: employee only about $173,428 at 4% or $115,618 at 6%; with 50% employer match about $115,618 at 4% or $77,079 at 6%; with 100% employer match about $86,714 at 4% or $57,809 at 6%.
The Money Source Retirement Trust-615$8,830,228$4,266,318$6,937iApproximate average salary by contribution assumption: employee only about $173,428 at 4% or $115,618 at 6%; with 50% employer match about $115,618 at 4% or $77,079 at 6%; with 100% employer match about $86,714 at 4% or $57,809 at 6%.
The Money Source Inc. Employee Benefits Plan-500---
20162782$4,636,665$2,984,351$3,816iApproximate average salary by contribution assumption: employee only about $95,408 at 4% or $63,605 at 6%; with 50% employer match about $63,605 at 4% or $42,403 at 6%; with 100% employer match about $47,704 at 4% or $31,803 at 6%.
The Money Source Retirement Trust-782$4,636,665$2,984,351$3,816iApproximate average salary by contribution assumption: employee only about $95,408 at 4% or $63,605 at 6%; with 50% employer match about $63,605 at 4% or $42,403 at 6%; with 100% employer match about $47,704 at 4% or $31,803 at 6%.
The Money Source Inc. Employee Benefits Plan-600---
20151429$1,606,690$1,717,698$4,004iApproximate average salary by contribution assumption: employee only about $100,099 at 4% or $66,733 at 6%; with 50% employer match about $66,733 at 4% or $44,488 at 6%; with 100% employer match about $50,049 at 4% or $33,366 at 6%.
The Money Source Retirement Trust-429$1,606,690$1,717,698$4,004iApproximate average salary by contribution assumption: employee only about $100,099 at 4% or $66,733 at 6%; with 50% employer match about $66,733 at 4% or $44,488 at 6%; with 100% employer match about $50,049 at 4% or $33,366 at 6%.
201411$7,958$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
The Money Source Retirement Trust-1$7,958$8,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.