Civic Intelligence

Moseley Real Estate Advisors I

Plan context: Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust

EIN 20-4984725 • Charlotte, NC • 17 filings • 4 plans

PO Box 621205Charlotte, NC 28262-0120
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,529,832

2024 Contributions

$75,504

Historical Graphs

Total Assets Over Time

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

$1,568,790$784,395$0200820162024YearValue
$1,529,832Latest year 2024

Participants Over Time

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

1050200820162024YearValue
6Latest 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
202416$1,529,832$75,504$12,584iApproximate average salary by contribution assumption: employee only about $314,600 at 4% or $209,733 at 6%; with 50% employer match about $209,733 at 4% or $139,822 at 6%; with 100% employer match about $157,300 at 4% or $104,867 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-6$1,529,832$75,504$12,584iApproximate average salary by contribution assumption: employee only about $314,600 at 4% or $209,733 at 6%; with 50% employer match about $209,733 at 4% or $139,822 at 6%; with 100% employer match about $157,300 at 4% or $104,867 at 6%.
202315$1,275,215$61,664$12,333iApproximate average salary by contribution assumption: employee only about $308,320 at 4% or $205,547 at 6%; with 50% employer match about $205,547 at 4% or $137,031 at 6%; with 100% employer match about $154,160 at 4% or $102,773 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-5$1,275,215$61,664$12,333iApproximate average salary by contribution assumption: employee only about $308,320 at 4% or $205,547 at 6%; with 50% employer match about $205,547 at 4% or $137,031 at 6%; with 100% employer match about $154,160 at 4% or $102,773 at 6%.
202215$1,021,714$60,225$12,045iApproximate average salary by contribution assumption: employee only about $301,125 at 4% or $200,750 at 6%; with 50% employer match about $200,750 at 4% or $133,833 at 6%; with 100% employer match about $150,563 at 4% or $100,375 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-5$1,021,714$60,225$12,045iApproximate average salary by contribution assumption: employee only about $301,125 at 4% or $200,750 at 6%; with 50% employer match about $200,750 at 4% or $133,833 at 6%; with 100% employer match about $150,563 at 4% or $100,375 at 6%.
202115$1,131,424$51,717$10,343iApproximate average salary by contribution assumption: employee only about $258,585 at 4% or $172,390 at 6%; with 50% employer match about $172,390 at 4% or $114,927 at 6%; with 100% employer match about $129,293 at 4% or $86,195 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-5$1,131,424$51,717$10,343iApproximate average salary by contribution assumption: employee only about $258,585 at 4% or $172,390 at 6%; with 50% employer match about $172,390 at 4% or $114,927 at 6%; with 100% employer match about $129,293 at 4% or $86,195 at 6%.
202018$1,150,159$83,718$10,465iApproximate average salary by contribution assumption: employee only about $261,619 at 4% or $174,413 at 6%; with 50% employer match about $174,413 at 4% or $116,275 at 6%; with 100% employer match about $130,809 at 4% or $87,206 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-8$1,150,159$83,718$10,465iApproximate average salary by contribution assumption: employee only about $261,619 at 4% or $174,413 at 6%; with 50% employer match about $174,413 at 4% or $116,275 at 6%; with 100% employer match about $130,809 at 4% or $87,206 at 6%.
201917$1,568,790$154,756$22,108iApproximate average salary by contribution assumption: employee only about $552,700 at 4% or $368,467 at 6%; with 50% employer match about $368,467 at 4% or $245,644 at 6%; with 100% employer match about $276,350 at 4% or $184,233 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$1,568,790$154,756$22,108iApproximate average salary by contribution assumption: employee only about $552,700 at 4% or $368,467 at 6%; with 50% employer match about $368,467 at 4% or $245,644 at 6%; with 100% employer match about $276,350 at 4% or $184,233 at 6%.
201817$1,259,575$139,795$19,971iApproximate average salary by contribution assumption: employee only about $499,268 at 4% or $332,845 at 6%; with 50% employer match about $332,845 at 4% or $221,897 at 6%; with 100% employer match about $249,634 at 4% or $166,423 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$1,259,575$139,795$19,971iApproximate average salary by contribution assumption: employee only about $499,268 at 4% or $332,845 at 6%; with 50% employer match about $332,845 at 4% or $221,897 at 6%; with 100% employer match about $249,634 at 4% or $166,423 at 6%.
201717$1,150,219$203,593$29,085iApproximate average salary by contribution assumption: employee only about $727,118 at 4% or $484,745 at 6%; with 50% employer match about $484,745 at 4% or $323,163 at 6%; with 100% employer match about $363,559 at 4% or $242,373 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$1,150,219$203,593$29,085iApproximate average salary by contribution assumption: employee only about $727,118 at 4% or $484,745 at 6%; with 50% employer match about $484,745 at 4% or $323,163 at 6%; with 100% employer match about $363,559 at 4% or $242,373 at 6%.
201616$858,647$279,272$46,545iApproximate average salary by contribution assumption: employee only about $1,163,633 at 4% or $775,756 at 6%; with 50% employer match about $775,756 at 4% or $517,170 at 6%; with 100% employer match about $581,817 at 4% or $387,878 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-6$858,647$279,272$46,545iApproximate average salary by contribution assumption: employee only about $1,163,633 at 4% or $775,756 at 6%; with 50% employer match about $775,756 at 4% or $517,170 at 6%; with 100% employer match about $581,817 at 4% or $387,878 at 6%.
201516$695,260$133,896$22,316iApproximate average salary by contribution assumption: employee only about $557,900 at 4% or $371,933 at 6%; with 50% employer match about $371,933 at 4% or $247,956 at 6%; with 100% employer match about $278,950 at 4% or $185,967 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-6$695,260$133,896$22,316iApproximate average salary by contribution assumption: employee only about $557,900 at 4% or $371,933 at 6%; with 50% employer match about $371,933 at 4% or $247,956 at 6%; with 100% employer match about $278,950 at 4% or $185,967 at 6%.
201417$596,380$77,978$11,140iApproximate average salary by contribution assumption: employee only about $278,493 at 4% or $185,662 at 6%; with 50% employer match about $185,662 at 4% or $123,775 at 6%; with 100% employer match about $139,246 at 4% or $92,831 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$596,380$77,978$11,140iApproximate average salary by contribution assumption: employee only about $278,493 at 4% or $185,662 at 6%; with 50% employer match about $185,662 at 4% or $123,775 at 6%; with 100% employer match about $139,246 at 4% or $92,831 at 6%.
201317$495,915$72,601$10,372iApproximate average salary by contribution assumption: employee only about $259,289 at 4% or $172,860 at 6%; with 50% employer match about $172,860 at 4% or $115,240 at 6%; with 100% employer match about $129,645 at 4% or $86,430 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$495,915$72,601$10,372iApproximate average salary by contribution assumption: employee only about $259,289 at 4% or $172,860 at 6%; with 50% employer match about $172,860 at 4% or $115,240 at 6%; with 100% employer match about $129,645 at 4% or $86,430 at 6%.
201217$377,482$66,744$9,535iApproximate average salary by contribution assumption: employee only about $238,371 at 4% or $158,914 at 6%; with 50% employer match about $158,914 at 4% or $105,943 at 6%; with 100% employer match about $119,186 at 4% or $79,457 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$377,482$66,744$9,535iApproximate average salary by contribution assumption: employee only about $238,371 at 4% or $158,914 at 6%; with 50% employer match about $158,914 at 4% or $105,943 at 6%; with 100% employer match about $119,186 at 4% or $79,457 at 6%.
201118$293,138$65,638$8,205iApproximate average salary by contribution assumption: employee only about $205,119 at 4% or $136,746 at 6%; with 50% employer match about $136,746 at 4% or $91,164 at 6%; with 100% employer match about $102,559 at 4% or $68,373 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-8$293,138$65,638$8,205iApproximate average salary by contribution assumption: employee only about $205,119 at 4% or $136,746 at 6%; with 50% employer match about $136,746 at 4% or $91,164 at 6%; with 100% employer match about $102,559 at 4% or $68,373 at 6%.
201017$248,226$82,884$11,841iApproximate average salary by contribution assumption: employee only about $296,014 at 4% or $197,343 at 6%; with 50% employer match about $197,343 at 4% or $131,562 at 6%; with 100% employer match about $148,007 at 4% or $98,671 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-7$248,226$82,884$11,841iApproximate average salary by contribution assumption: employee only about $296,014 at 4% or $197,343 at 6%; with 50% employer match about $197,343 at 4% or $131,562 at 6%; with 100% employer match about $148,007 at 4% or $98,671 at 6%.
200919$156,298$101,080$11,231iApproximate average salary by contribution assumption: employee only about $280,778 at 4% or $187,185 at 6%; with 50% employer match about $187,185 at 4% or $124,790 at 6%; with 100% employer match about $140,389 at 4% or $93,593 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-9$156,298$101,080$11,231iApproximate average salary by contribution assumption: employee only about $280,778 at 4% or $187,185 at 6%; with 50% employer match about $187,185 at 4% or $124,790 at 6%; with 100% employer match about $140,389 at 4% or $93,593 at 6%.
2008110$41,750$41,530$4,153iApproximate average salary by contribution assumption: employee only about $103,825 at 4% or $69,217 at 6%; with 50% employer match about $69,217 at 4% or $46,144 at 6%; with 100% employer match about $51,913 at 4% or $34,608 at 6%.
Moseley Real Estate Advisors I 401(K) Profit Sharing Plan & Trust-10$41,750$41,530$4,153iApproximate average salary by contribution assumption: employee only about $103,825 at 4% or $69,217 at 6%; with 50% employer match about $69,217 at 4% or $46,144 at 6%; with 100% employer match about $51,913 at 4% or $34,608 at 6%.