Civic Intelligence

Michael W. Moats, M.D. Inc.

Plan context: Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan

EIN 20-5259275 • Santa Maria, CA • 20 filings • 2 plans

525 E. Plaza Drive #203ASanta Maria, CA 93454
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$3,205,252

2024 Contributions

$167,618

Historical Graphs

Total Assets Over Time

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

$3,205,252$1,602,626$0201520202024YearValue
$3,205,252Latest year 2024

Participants Over Time

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

1470201520202024YearValue
5Latest 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
202425$3,205,252$167,618$33,524iApproximate average salary by contribution assumption: employee only about $838,090 at 4% or $558,727 at 6%; with 50% employer match about $558,727 at 4% or $372,484 at 6%; with 100% employer match about $419,045 at 4% or $279,363 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-4$2,235,408$130,540$32,635iApproximate average salary by contribution assumption: employee only about $815,875 at 4% or $543,917 at 6%; with 50% employer match about $543,917 at 4% or $362,611 at 6%; with 100% employer match about $407,938 at 4% or $271,958 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-5$969,844$37,078$7,416iApproximate average salary by contribution assumption: employee only about $185,390 at 4% or $123,593 at 6%; with 50% employer match about $123,593 at 4% or $82,396 at 6%; with 100% employer match about $92,695 at 4% or $61,797 at 6%.
202325$2,909,844$166,572$33,314iApproximate average salary by contribution assumption: employee only about $832,860 at 4% or $555,240 at 6%; with 50% employer match about $555,240 at 4% or $370,160 at 6%; with 100% employer match about $416,430 at 4% or $277,620 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-5$2,033,402$135,707$27,141iApproximate average salary by contribution assumption: employee only about $678,535 at 4% or $452,357 at 6%; with 50% employer match about $452,357 at 4% or $301,571 at 6%; with 100% employer match about $339,268 at 4% or $226,178 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-5$876,442$30,865$6,173iApproximate average salary by contribution assumption: employee only about $154,325 at 4% or $102,883 at 6%; with 50% employer match about $102,883 at 4% or $68,589 at 6%; with 100% employer match about $77,163 at 4% or $51,442 at 6%.
202225$2,618,437$159,925$31,985iApproximate average salary by contribution assumption: employee only about $799,625 at 4% or $533,083 at 6%; with 50% employer match about $533,083 at 4% or $355,389 at 6%; with 100% employer match about $399,813 at 4% or $266,542 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-5$1,812,439$129,197$25,839iApproximate average salary by contribution assumption: employee only about $645,985 at 4% or $430,657 at 6%; with 50% employer match about $430,657 at 4% or $287,104 at 6%; with 100% employer match about $322,993 at 4% or $215,328 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-5$805,998$30,728$6,146iApproximate average salary by contribution assumption: employee only about $153,640 at 4% or $102,427 at 6%; with 50% employer match about $102,427 at 4% or $68,284 at 6%; with 100% employer match about $76,820 at 4% or $51,213 at 6%.
202126$2,814,447$205,001$34,167iApproximate average salary by contribution assumption: employee only about $854,171 at 4% or $569,447 at 6%; with 50% employer match about $569,447 at 4% or $379,631 at 6%; with 100% employer match about $427,085 at 4% or $284,724 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-6$1,859,631$168,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-6$954,816$37,001$6,167iApproximate average salary by contribution assumption: employee only about $154,171 at 4% or $102,781 at 6%; with 50% employer match about $102,781 at 4% or $68,520 at 6%; with 100% employer match about $77,085 at 4% or $51,390 at 6%.
202027$2,540,214$125,830$17,976iApproximate average salary by contribution assumption: employee only about $449,393 at 4% or $299,595 at 6%; with 50% employer match about $299,595 at 4% or $199,730 at 6%; with 100% employer match about $224,696 at 4% or $149,798 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-5$1,684,024$90,206$18,041iApproximate average salary by contribution assumption: employee only about $451,030 at 4% or $300,687 at 6%; with 50% employer match about $300,687 at 4% or $200,458 at 6%; with 100% employer match about $225,515 at 4% or $150,343 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-7$856,190$35,624$5,089iApproximate average salary by contribution assumption: employee only about $127,229 at 4% or $84,819 at 6%; with 50% employer match about $84,819 at 4% or $56,546 at 6%; with 100% employer match about $63,614 at 4% or $42,410 at 6%.
201926$2,590,858$269,728$44,955iApproximate average salary by contribution assumption: employee only about $1,123,867 at 4% or $749,244 at 6%; with 50% employer match about $749,244 at 4% or $499,496 at 6%; with 100% employer match about $561,933 at 4% or $374,622 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-5$1,625,571$231,780$46,356iApproximate average salary by contribution assumption: employee only about $1,158,900 at 4% or $772,600 at 6%; with 50% employer match about $772,600 at 4% or $515,067 at 6%; with 100% employer match about $579,450 at 4% or $386,300 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-6$965,287$37,948$6,325iApproximate average salary by contribution assumption: employee only about $158,117 at 4% or $105,411 at 6%; with 50% employer match about $105,411 at 4% or $70,274 at 6%; with 100% employer match about $79,058 at 4% or $52,706 at 6%.
2018214$2,127,915$329,909$23,565iApproximate average salary by contribution assumption: employee only about $589,123 at 4% or $392,749 at 6%; with 50% employer match about $392,749 at 4% or $261,833 at 6%; with 100% employer match about $294,562 at 4% or $196,374 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-5$1,322,691$291,491$58,298iApproximate average salary by contribution assumption: employee only about $1,457,455 at 4% or $971,637 at 6%; with 50% employer match about $971,637 at 4% or $647,758 at 6%; with 100% employer match about $728,728 at 4% or $485,818 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-14$805,224$38,418$2,744iApproximate average salary by contribution assumption: employee only about $68,604 at 4% or $45,736 at 6%; with 50% employer match about $45,736 at 4% or $30,490 at 6%; with 100% employer match about $34,302 at 4% or $22,868 at 6%.
2017213$1,848,952$498,681$38,360iApproximate average salary by contribution assumption: employee only about $959,002 at 4% or $639,335 at 6%; with 50% employer match about $639,335 at 4% or $426,223 at 6%; with 100% employer match about $479,501 at 4% or $319,667 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-7$1,027,714$410,000$58,571iApproximate average salary by contribution assumption: employee only about $1,464,286 at 4% or $976,190 at 6%; with 50% employer match about $976,190 at 4% or $650,794 at 6%; with 100% employer match about $732,143 at 4% or $488,095 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-13$821,238$88,681$6,822iApproximate average salary by contribution assumption: employee only about $170,540 at 4% or $113,694 at 6%; with 50% employer match about $113,694 at 4% or $75,796 at 6%; with 100% employer match about $85,270 at 4% or $56,847 at 6%.
2016212$1,247,865$430,456$35,871iApproximate average salary by contribution assumption: employee only about $896,783 at 4% or $597,856 at 6%; with 50% employer match about $597,856 at 4% or $398,570 at 6%; with 100% employer match about $448,392 at 4% or $298,928 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-12$648,591$68,678$5,723iApproximate average salary by contribution assumption: employee only about $143,079 at 4% or $95,386 at 6%; with 50% employer match about $95,386 at 4% or $63,591 at 6%; with 100% employer match about $71,540 at 4% or $47,693 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-7$599,274$361,778$51,683iApproximate average salary by contribution assumption: employee only about $1,292,064 at 4% or $861,376 at 6%; with 50% employer match about $861,376 at 4% or $574,251 at 6%; with 100% employer match about $646,032 at 4% or $430,688 at 6%.
2015211$794,553$816,351$74,214iApproximate average salary by contribution assumption: employee only about $1,855,343 at 4% or $1,236,895 at 6%; with 50% employer match about $1,236,895 at 4% or $824,597 at 6%; with 100% employer match about $927,672 at 4% or $618,448 at 6%.
Michael W. Moats, M.D. Inc. 401(K) Profit Sharing Plan-11$557,333$579,143$52,649iApproximate average salary by contribution assumption: employee only about $1,316,234 at 4% or $877,489 at 6%; with 50% employer match about $877,489 at 4% or $584,993 at 6%; with 100% employer match about $658,117 at 4% or $438,745 at 6%.
Michael W. Moats, M.D. Inc. Defined Benefit Pension Plan-7$237,220$237,208$33,887iApproximate average salary by contribution assumption: employee only about $847,171 at 4% or $564,781 at 6%; with 50% employer match about $564,781 at 4% or $376,521 at 6%; with 100% employer match about $423,586 at 4% or $282,390 at 6%.