Civic Intelligence

Mooney, Wright, Moore and Wilhoit PLLC

Plan context: Mooney, Wright, Moore & Wilhoit Cash Balance Plan

EIN 26-2012398 • Mesa, AZ • 18 filings • 3 plans

1255 West Baseline Rd.Ste 216Mesa, AZ 85202
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$2,319,202

2025 Contributions

$620,000

Historical Graphs

Total Assets Over Time

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

$5,203,155$2,601,578$0200920172025YearValue
$2,319,202Latest year 2025

Participants Over Time

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

740200920172025YearValue
4Latest year 2025

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
202514$2,319,202$620,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
Mooney, Wright, Moore & Wilhoit Cash Balance Plan-4$2,319,202$620,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
202426$5,203,155$1,125,019$187,503iApproximate average salary by contribution assumption: employee only about $4,687,579 at 4% or $3,125,053 at 6%; with 50% employer match about $3,125,053 at 4% or $2,083,369 at 6%; with 100% employer match about $2,343,790 at 4% or $1,562,526 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$3,559,442$135,019$22,503iApproximate average salary by contribution assumption: employee only about $562,579 at 4% or $375,053 at 6%; with 50% employer match about $375,053 at 4% or $250,035 at 6%; with 100% employer match about $281,290 at 4% or $187,526 at 6%.
Mooney, Wright, Moore & Wilhoit Cash Balance Plan-4$1,643,713$990,000$247,500iApproximate average salary by contribution assumption: employee only about $6,187,500 at 4% or $4,125,000 at 6%; with 50% employer match about $4,125,000 at 4% or $2,750,000 at 6%; with 100% employer match about $3,093,750 at 4% or $2,062,500 at 6%.
202316$4,039,852$125,519$20,920iApproximate average salary by contribution assumption: employee only about $522,996 at 4% or $348,664 at 6%; with 50% employer match about $348,664 at 4% or $232,443 at 6%; with 100% employer match about $261,498 at 4% or $174,332 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$4,039,852$125,519$20,920iApproximate average salary by contribution assumption: employee only about $522,996 at 4% or $348,664 at 6%; with 50% employer match about $348,664 at 4% or $232,443 at 6%; with 100% employer match about $261,498 at 4% or $174,332 at 6%.
202216$2,922,090$150,270$25,045iApproximate average salary by contribution assumption: employee only about $626,125 at 4% or $417,417 at 6%; with 50% employer match about $417,417 at 4% or $278,278 at 6%; with 100% employer match about $313,063 at 4% or $208,708 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$2,922,090$150,270$25,045iApproximate average salary by contribution assumption: employee only about $626,125 at 4% or $417,417 at 6%; with 50% employer match about $417,417 at 4% or $278,278 at 6%; with 100% employer match about $313,063 at 4% or $208,708 at 6%.
202116$3,829,980$171,911$28,652iApproximate average salary by contribution assumption: employee only about $716,296 at 4% or $477,531 at 6%; with 50% employer match about $477,531 at 4% or $318,354 at 6%; with 100% employer match about $358,148 at 4% or $238,765 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$3,829,980$171,911$28,652iApproximate average salary by contribution assumption: employee only about $716,296 at 4% or $477,531 at 6%; with 50% employer match about $477,531 at 4% or $318,354 at 6%; with 100% employer match about $358,148 at 4% or $238,765 at 6%.
202016$3,051,526$168,788$28,131iApproximate average salary by contribution assumption: employee only about $703,283 at 4% or $468,856 at 6%; with 50% employer match about $468,856 at 4% or $312,570 at 6%; with 100% employer match about $351,642 at 4% or $234,428 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$3,051,526$168,788$28,131iApproximate average salary by contribution assumption: employee only about $703,283 at 4% or $468,856 at 6%; with 50% employer match about $468,856 at 4% or $312,570 at 6%; with 100% employer match about $351,642 at 4% or $234,428 at 6%.
201916$2,237,412$149,329$24,888iApproximate average salary by contribution assumption: employee only about $622,204 at 4% or $414,803 at 6%; with 50% employer match about $414,803 at 4% or $276,535 at 6%; with 100% employer match about $311,102 at 4% or $207,401 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$2,237,412$149,329$24,888iApproximate average salary by contribution assumption: employee only about $622,204 at 4% or $414,803 at 6%; with 50% employer match about $414,803 at 4% or $276,535 at 6%; with 100% employer match about $311,102 at 4% or $207,401 at 6%.
201816$2,007,701$224,414$37,402iApproximate average salary by contribution assumption: employee only about $935,058 at 4% or $623,372 at 6%; with 50% employer match about $623,372 at 4% or $415,581 at 6%; with 100% employer match about $467,529 at 4% or $311,686 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$2,007,701$224,414$37,402iApproximate average salary by contribution assumption: employee only about $935,058 at 4% or $623,372 at 6%; with 50% employer match about $623,372 at 4% or $415,581 at 6%; with 100% employer match about $467,529 at 4% or $311,686 at 6%.
201716$1,958,617$207,792$34,632iApproximate average salary by contribution assumption: employee only about $865,800 at 4% or $577,200 at 6%; with 50% employer match about $577,200 at 4% or $384,800 at 6%; with 100% employer match about $432,900 at 4% or $288,600 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$1,958,617$207,792$34,632iApproximate average salary by contribution assumption: employee only about $865,800 at 4% or $577,200 at 6%; with 50% employer match about $577,200 at 4% or $384,800 at 6%; with 100% employer match about $432,900 at 4% or $288,600 at 6%.
201616$1,514,919$216,318$36,053iApproximate average salary by contribution assumption: employee only about $901,325 at 4% or $600,883 at 6%; with 50% employer match about $600,883 at 4% or $400,589 at 6%; with 100% employer match about $450,663 at 4% or $300,442 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-6$1,514,919$216,318$36,053iApproximate average salary by contribution assumption: employee only about $901,325 at 4% or $600,883 at 6%; with 50% employer match about $600,883 at 4% or $400,589 at 6%; with 100% employer match about $450,663 at 4% or $300,442 at 6%.
201517$1,237,531$161,985$23,141iApproximate average salary by contribution assumption: employee only about $578,518 at 4% or $385,679 at 6%; with 50% employer match about $385,679 at 4% or $257,119 at 6%; with 100% employer match about $289,259 at 4% or $192,839 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-7$1,237,531$161,985$23,141iApproximate average salary by contribution assumption: employee only about $578,518 at 4% or $385,679 at 6%; with 50% employer match about $385,679 at 4% or $257,119 at 6%; with 100% employer match about $289,259 at 4% or $192,839 at 6%.
201417$1,126,929$158,334$22,619iApproximate average salary by contribution assumption: employee only about $565,479 at 4% or $376,986 at 6%; with 50% employer match about $376,986 at 4% or $251,324 at 6%; with 100% employer match about $282,739 at 4% or $188,493 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-7$1,126,929$158,334$22,619iApproximate average salary by contribution assumption: employee only about $565,479 at 4% or $376,986 at 6%; with 50% employer match about $376,986 at 4% or $251,324 at 6%; with 100% employer match about $282,739 at 4% or $188,493 at 6%.
201317$1,104,531$97,766$13,967iApproximate average salary by contribution assumption: employee only about $349,164 at 4% or $232,776 at 6%; with 50% employer match about $232,776 at 4% or $155,184 at 6%; with 100% employer match about $174,582 at 4% or $116,388 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-7$1,104,531$97,766$13,967iApproximate average salary by contribution assumption: employee only about $349,164 at 4% or $232,776 at 6%; with 50% employer match about $232,776 at 4% or $155,184 at 6%; with 100% employer match about $174,582 at 4% or $116,388 at 6%.
201217$811,120$224,518$32,074iApproximate average salary by contribution assumption: employee only about $801,850 at 4% or $534,567 at 6%; with 50% employer match about $534,567 at 4% or $356,378 at 6%; with 100% employer match about $400,925 at 4% or $267,283 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-7$811,120$224,518$32,074iApproximate average salary by contribution assumption: employee only about $801,850 at 4% or $534,567 at 6%; with 50% employer match about $534,567 at 4% or $356,378 at 6%; with 100% employer match about $400,925 at 4% or $267,283 at 6%.
201115$501,101$388,299$77,660iApproximate average salary by contribution assumption: employee only about $1,941,495 at 4% or $1,294,330 at 6%; with 50% employer match about $1,294,330 at 4% or $862,887 at 6%; with 100% employer match about $970,748 at 4% or $647,165 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-5$501,101$388,299$77,660iApproximate average salary by contribution assumption: employee only about $1,941,495 at 4% or $1,294,330 at 6%; with 50% employer match about $1,294,330 at 4% or $862,887 at 6%; with 100% employer match about $970,748 at 4% or $647,165 at 6%.
201015$145,307$96,408$19,282iApproximate average salary by contribution assumption: employee only about $482,040 at 4% or $321,360 at 6%; with 50% employer match about $321,360 at 4% or $214,240 at 6%; with 100% employer match about $241,020 at 4% or $160,680 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-5$145,307$96,408$19,282iApproximate average salary by contribution assumption: employee only about $482,040 at 4% or $321,360 at 6%; with 50% employer match about $321,360 at 4% or $214,240 at 6%; with 100% employer match about $241,020 at 4% or $160,680 at 6%.
200915$37,738$36,779$7,356iApproximate average salary by contribution assumption: employee only about $183,895 at 4% or $122,597 at 6%; with 50% employer match about $122,597 at 4% or $81,731 at 6%; with 100% employer match about $91,948 at 4% or $61,298 at 6%.
Sunwest Employer Services 401(K) Retirement Plan-5$37,738$36,779$7,356iApproximate average salary by contribution assumption: employee only about $183,895 at 4% or $122,597 at 6%; with 50% employer match about $122,597 at 4% or $81,731 at 6%; with 100% employer match about $91,948 at 4% or $61,298 at 6%.