Civic Intelligence

Moffitt Wealth Management Group LLC

Plan context: MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN

EIN 20-3662773 • Cottonwood Heights, UT • 31 filings • 2 plans

2435 Royal Birch CoveCottonwood Heights, UT 84093
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,282,494

2024 Contributions

$138,000

Historical Graphs

Total Assets Over Time

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

$3,282,494$1,641,247$0200920162023YearValue
$3,282,494Latest year 2023

Participants Over Time

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

420200920162023YearValue
3Latest 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
202420$0$0-
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-0$0$0-
Moffitt Wealth Management Group LLC 401(K) Plan-0$0$0-
202323$3,282,494$0-
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,731,473$0-
Moffitt Wealth Management Group LLC 401(K) Plan-3$1,551,021$0-
202223$2,980,377$0-
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,604,911$0-
Moffitt Wealth Management Group LLC 401(K) Plan-3$1,375,466$0-
202123$3,219,029$138,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,718,628$52,498$17,499iApproximate average salary by contribution assumption: employee only about $437,483 at 4% or $291,656 at 6%; with 50% employer match about $291,656 at 4% or $194,437 at 6%; with 100% employer match about $218,742 at 4% or $145,828 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$1,500,401$85,502$28,501iApproximate average salary by contribution assumption: employee only about $712,517 at 4% or $475,011 at 6%; with 50% employer match about $475,011 at 4% or $316,674 at 6%; with 100% employer match about $356,258 at 4% or $237,506 at 6%.
202023$2,872,258$182,000$60,667iApproximate average salary by contribution assumption: employee only about $1,516,667 at 4% or $1,011,111 at 6%; with 50% employer match about $1,011,111 at 4% or $674,074 at 6%; with 100% employer match about $758,333 at 4% or $505,556 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,559,439$94,134$31,378iApproximate average salary by contribution assumption: employee only about $784,450 at 4% or $522,967 at 6%; with 50% employer match about $522,967 at 4% or $348,644 at 6%; with 100% employer match about $392,225 at 4% or $261,483 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$1,312,819$87,866$29,289iApproximate average salary by contribution assumption: employee only about $732,217 at 4% or $488,144 at 6%; with 50% employer match about $488,144 at 4% or $325,430 at 6%; with 100% employer match about $366,108 at 4% or $244,072 at 6%.
201923$2,471,119$118,500$39,500iApproximate average salary by contribution assumption: employee only about $987,500 at 4% or $658,333 at 6%; with 50% employer match about $658,333 at 4% or $438,889 at 6%; with 100% employer match about $493,750 at 4% or $329,167 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,373,435$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$1,097,684$58,500$19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%.
201823$2,092,828$66,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,182,420--
Moffitt Wealth Management Group LLC 401(K) Plan-3$910,408$66,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201723$2,072,273$93,574$31,191iApproximate average salary by contribution assumption: employee only about $779,783 at 4% or $519,856 at 6%; with 50% employer match about $519,856 at 4% or $346,570 at 6%; with 100% employer match about $389,892 at 4% or $259,928 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$1,202,763$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$869,510$63,574$21,191iApproximate average salary by contribution assumption: employee only about $529,783 at 4% or $353,189 at 6%; with 50% employer match about $353,189 at 4% or $235,459 at 6%; with 100% employer match about $264,892 at 4% or $176,594 at 6%.
201624$1,868,734$91,200$22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-4$1,112,184$81,515$20,379iApproximate average salary by contribution assumption: employee only about $509,469 at 4% or $339,646 at 6%; with 50% employer match about $339,646 at 4% or $226,431 at 6%; with 100% employer match about $254,734 at 4% or $169,823 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$756,550$9,685$3,228iApproximate average salary by contribution assumption: employee only about $80,708 at 4% or $53,806 at 6%; with 50% employer match about $53,806 at 4% or $35,870 at 6%; with 100% employer match about $40,354 at 4% or $26,903 at 6%.
201523$1,597,893$428,547$142,849iApproximate average salary by contribution assumption: employee only about $3,571,225 at 4% or $2,380,817 at 6%; with 50% employer match about $2,380,817 at 4% or $1,587,211 at 6%; with 100% employer match about $1,785,613 at 4% or $1,190,408 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$929,185$72,500$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$668,708$356,047$118,682iApproximate average salary by contribution assumption: employee only about $2,967,058 at 4% or $1,978,039 at 6%; with 50% employer match about $1,978,039 at 4% or $1,318,693 at 6%; with 100% employer match about $1,483,529 at 4% or $989,019 at 6%.
201423$1,138,249$75,343$25,114iApproximate average salary by contribution assumption: employee only about $627,858 at 4% or $418,572 at 6%; with 50% employer match about $418,572 at 4% or $279,048 at 6%; with 100% employer match about $313,929 at 4% or $209,286 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$852,692$68,259$22,753iApproximate average salary by contribution assumption: employee only about $568,825 at 4% or $379,217 at 6%; with 50% employer match about $379,217 at 4% or $252,811 at 6%; with 100% employer match about $284,413 at 4% or $189,608 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$285,557$7,084$2,361iApproximate average salary by contribution assumption: employee only about $59,033 at 4% or $39,356 at 6%; with 50% employer match about $39,356 at 4% or $26,237 at 6%; with 100% employer match about $29,517 at 4% or $19,678 at 6%.
201323$1,055,910$95,600$31,867iApproximate average salary by contribution assumption: employee only about $796,667 at 4% or $531,111 at 6%; with 50% employer match about $531,111 at 4% or $354,074 at 6%; with 100% employer match about $398,333 at 4% or $265,556 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-3$770,003$85,890$28,630iApproximate average salary by contribution assumption: employee only about $715,750 at 4% or $477,167 at 6%; with 50% employer match about $477,167 at 4% or $318,111 at 6%; with 100% employer match about $357,875 at 4% or $238,583 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$285,907$9,710$3,237iApproximate average salary by contribution assumption: employee only about $80,917 at 4% or $53,944 at 6%; with 50% employer match about $53,944 at 4% or $35,963 at 6%; with 100% employer match about $40,458 at 4% or $26,972 at 6%.
201223$880,421$100,600$33,533iApproximate average salary by contribution assumption: employee only about $838,333 at 4% or $558,889 at 6%; with 50% employer match about $558,889 at 4% or $372,593 at 6%; with 100% employer match about $419,167 at 4% or $279,444 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$656,603$89,607$44,804iApproximate average salary by contribution assumption: employee only about $1,120,088 at 4% or $746,725 at 6%; with 50% employer match about $746,725 at 4% or $497,817 at 6%; with 100% employer match about $560,044 at 4% or $373,363 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-3$223,818$10,993$3,664iApproximate average salary by contribution assumption: employee only about $91,608 at 4% or $61,072 at 6%; with 50% employer match about $61,072 at 4% or $40,715 at 6%; with 100% employer match about $45,804 at 4% or $30,536 at 6%.
201122$694,958$170,575$85,288iApproximate average salary by contribution assumption: employee only about $2,132,188 at 4% or $1,421,458 at 6%; with 50% employer match about $1,421,458 at 4% or $947,639 at 6%; with 100% employer match about $1,066,094 at 4% or $710,729 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$524,884$112,000$56,000iApproximate average salary by contribution assumption: employee only about $1,400,000 at 4% or $933,333 at 6%; with 50% employer match about $933,333 at 4% or $622,222 at 6%; with 100% employer match about $700,000 at 4% or $466,667 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-2$170,074$58,575$29,288iApproximate average salary by contribution assumption: employee only about $732,188 at 4% or $488,125 at 6%; with 50% employer match about $488,125 at 4% or $325,417 at 6%; with 100% employer match about $366,094 at 4% or $244,063 at 6%.
201022$459,496$69,503$34,752iApproximate average salary by contribution assumption: employee only about $868,788 at 4% or $579,192 at 6%; with 50% employer match about $579,192 at 4% or $386,128 at 6%; with 100% employer match about $434,394 at 4% or $289,596 at 6%.
MOFFITT WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$364,209$16,500$8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-2$95,287$53,003$26,502iApproximate average salary by contribution assumption: employee only about $662,538 at 4% or $441,692 at 6%; with 50% employer match about $441,692 at 4% or $294,461 at 6%; with 100% employer match about $331,269 at 4% or $220,846 at 6%.
200912$41,820$40,932$20,466iApproximate average salary by contribution assumption: employee only about $511,650 at 4% or $341,100 at 6%; with 50% employer match about $341,100 at 4% or $227,400 at 6%; with 100% employer match about $255,825 at 4% or $170,550 at 6%.
Moffitt Wealth Management Group LLC 401(K) Plan-2$41,820$40,932$20,466iApproximate average salary by contribution assumption: employee only about $511,650 at 4% or $341,100 at 6%; with 50% employer match about $341,100 at 4% or $227,400 at 6%; with 100% employer match about $255,825 at 4% or $170,550 at 6%.