Civic Intelligence

Modera Inc.

Plan context: Modera Inc. 401(K) Profit Sharing Plan

EIN 27-4018194 • Orange, CA • 20 filings • 4 plans

134 S. Glassell St.Suite MOrange, CA 92866
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,747,428

2025 Contributions

$87,070

Historical Graphs

Total Assets Over Time

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

$1,747,428$873,714$0201120182025YearValue
$1,747,428Latest year 2025

Participants Over Time

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

20100201120182025YearValue
11Latest 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
2025111$1,747,428$87,070$7,915iApproximate average salary by contribution assumption: employee only about $197,886 at 4% or $131,924 at 6%; with 50% employer match about $131,924 at 4% or $87,949 at 6%; with 100% employer match about $98,943 at 4% or $65,962 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-11$1,747,428$87,070$7,915iApproximate average salary by contribution assumption: employee only about $197,886 at 4% or $131,924 at 6%; with 50% employer match about $131,924 at 4% or $87,949 at 6%; with 100% employer match about $98,943 at 4% or $65,962 at 6%.
202429$1,671,062$563,110$62,568iApproximate average salary by contribution assumption: employee only about $1,564,194 at 4% or $1,042,796 at 6%; with 50% employer match about $1,042,796 at 4% or $695,198 at 6%; with 100% employer match about $782,097 at 4% or $521,398 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-9$1,671,062$563,110$62,568iApproximate average salary by contribution assumption: employee only about $1,564,194 at 4% or $1,042,796 at 6%; with 50% employer match about $1,042,796 at 4% or $695,198 at 6%; with 100% employer match about $782,097 at 4% or $521,398 at 6%.
MODERA, INC. CASH BALANCE PLAN-0$0$0-
2023215$1,433,458$175,562$11,704iApproximate average salary by contribution assumption: employee only about $292,603 at 4% or $195,069 at 6%; with 50% employer match about $195,069 at 4% or $130,046 at 6%; with 100% employer match about $146,302 at 4% or $97,534 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-10$993,558$120,562$12,056iApproximate average salary by contribution assumption: employee only about $301,405 at 4% or $200,937 at 6%; with 50% employer match about $200,937 at 4% or $133,958 at 6%; with 100% employer match about $150,703 at 4% or $100,468 at 6%.
MODERA, INC. CASH BALANCE PLAN-15$439,900$55,000$3,667iApproximate average salary by contribution assumption: employee only about $91,667 at 4% or $61,111 at 6%; with 50% employer match about $61,111 at 4% or $40,741 at 6%; with 100% employer match about $45,833 at 4% or $30,556 at 6%.
2022216$1,162,997$109,246$6,828iApproximate average salary by contribution assumption: employee only about $170,697 at 4% or $113,798 at 6%; with 50% employer match about $113,798 at 4% or $75,865 at 6%; with 100% employer match about $85,348 at 4% or $56,899 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-16$801,782$109,246$6,828iApproximate average salary by contribution assumption: employee only about $170,697 at 4% or $113,798 at 6%; with 50% employer match about $113,798 at 4% or $75,865 at 6%; with 100% employer match about $85,348 at 4% or $56,899 at 6%.
MODERA, INC. CASH BALANCE PLAN-12$361,215$0-
2021211$1,235,735$397,709$36,155iApproximate average salary by contribution assumption: employee only about $903,884 at 4% or $602,589 at 6%; with 50% employer match about $602,589 at 4% or $401,726 at 6%; with 100% employer match about $451,942 at 4% or $301,295 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-11$861,024$147,709$13,428iApproximate average salary by contribution assumption: employee only about $335,702 at 4% or $223,802 at 6%; with 50% employer match about $223,802 at 4% or $149,201 at 6%; with 100% employer match about $167,851 at 4% or $111,901 at 6%.
MODERA, INC. CASH BALANCE PLAN-11$374,711$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2020211$768,844$163,986$14,908iApproximate average salary by contribution assumption: employee only about $372,695 at 4% or $248,464 at 6%; with 50% employer match about $248,464 at 4% or $165,642 at 6%; with 100% employer match about $186,348 at 4% or $124,232 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-9$645,597$40,739$4,527iApproximate average salary by contribution assumption: employee only about $113,164 at 4% or $75,443 at 6%; with 50% employer match about $75,443 at 4% or $50,295 at 6%; with 100% employer match about $56,582 at 4% or $37,721 at 6%.
MODERA, INC. CASH BALANCE PLAN-11$123,247$123,247$11,204iApproximate average salary by contribution assumption: employee only about $280,107 at 4% or $186,738 at 6%; with 50% employer match about $186,738 at 4% or $124,492 at 6%; with 100% employer match about $140,053 at 4% or $93,369 at 6%.
201919$519,542$80,047$8,894iApproximate average salary by contribution assumption: employee only about $222,353 at 4% or $148,235 at 6%; with 50% employer match about $148,235 at 4% or $98,823 at 6%; with 100% employer match about $111,176 at 4% or $74,118 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-9$519,542$80,047$8,894iApproximate average salary by contribution assumption: employee only about $222,353 at 4% or $148,235 at 6%; with 50% employer match about $148,235 at 4% or $98,823 at 6%; with 100% employer match about $111,176 at 4% or $74,118 at 6%.
2018112$360,426$52,128$4,344iApproximate average salary by contribution assumption: employee only about $108,600 at 4% or $72,400 at 6%; with 50% employer match about $72,400 at 4% or $48,267 at 6%; with 100% employer match about $54,300 at 4% or $36,200 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-12$360,426$52,128$4,344iApproximate average salary by contribution assumption: employee only about $108,600 at 4% or $72,400 at 6%; with 50% employer match about $72,400 at 4% or $48,267 at 6%; with 100% employer match about $54,300 at 4% or $36,200 at 6%.
2017115$368,911$52,856$3,524iApproximate average salary by contribution assumption: employee only about $88,093 at 4% or $58,729 at 6%; with 50% employer match about $58,729 at 4% or $39,153 at 6%; with 100% employer match about $44,047 at 4% or $29,364 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-15$368,911$52,856$3,524iApproximate average salary by contribution assumption: employee only about $88,093 at 4% or $58,729 at 6%; with 50% employer match about $58,729 at 4% or $39,153 at 6%; with 100% employer match about $44,047 at 4% or $29,364 at 6%.
2016120$287,381$78,349$3,917iApproximate average salary by contribution assumption: employee only about $97,936 at 4% or $65,291 at 6%; with 50% employer match about $65,291 at 4% or $43,527 at 6%; with 100% employer match about $48,968 at 4% or $32,645 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-20$287,381$78,349$3,917iApproximate average salary by contribution assumption: employee only about $97,936 at 4% or $65,291 at 6%; with 50% employer match about $65,291 at 4% or $43,527 at 6%; with 100% employer match about $48,968 at 4% or $32,645 at 6%.
2015111$190,705$47,137$4,285iApproximate average salary by contribution assumption: employee only about $107,130 at 4% or $71,420 at 6%; with 50% employer match about $71,420 at 4% or $47,613 at 6%; with 100% employer match about $53,565 at 4% or $35,710 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-11$190,705$47,137$4,285iApproximate average salary by contribution assumption: employee only about $107,130 at 4% or $71,420 at 6%; with 50% employer match about $71,420 at 4% or $47,613 at 6%; with 100% employer match about $53,565 at 4% or $35,710 at 6%.
2014110$143,798$40,671$4,067iApproximate average salary by contribution assumption: employee only about $101,678 at 4% or $67,785 at 6%; with 50% employer match about $67,785 at 4% or $45,190 at 6%; with 100% employer match about $50,839 at 4% or $33,893 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-10$143,798$40,671$4,067iApproximate average salary by contribution assumption: employee only about $101,678 at 4% or $67,785 at 6%; with 50% employer match about $67,785 at 4% or $45,190 at 6%; with 100% employer match about $50,839 at 4% or $33,893 at 6%.
201318$99,558$20,730$2,591iApproximate average salary by contribution assumption: employee only about $64,781 at 4% or $43,188 at 6%; with 50% employer match about $43,188 at 4% or $28,792 at 6%; with 100% employer match about $32,391 at 4% or $21,594 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-8$99,558$20,730$2,591iApproximate average salary by contribution assumption: employee only about $64,781 at 4% or $43,188 at 6%; with 50% employer match about $43,188 at 4% or $28,792 at 6%; with 100% employer match about $32,391 at 4% or $21,594 at 6%.
201213$84,534$28,278$9,426iApproximate average salary by contribution assumption: employee only about $235,650 at 4% or $157,100 at 6%; with 50% employer match about $157,100 at 4% or $104,733 at 6%; with 100% employer match about $117,825 at 4% or $78,550 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-3$84,534$28,278$9,426iApproximate average salary by contribution assumption: employee only about $235,650 at 4% or $157,100 at 6%; with 50% employer match about $157,100 at 4% or $104,733 at 6%; with 100% employer match about $117,825 at 4% or $78,550 at 6%.
201112$52,932$53,415$26,708iApproximate average salary by contribution assumption: employee only about $667,688 at 4% or $445,125 at 6%; with 50% employer match about $445,125 at 4% or $296,750 at 6%; with 100% employer match about $333,844 at 4% or $222,563 at 6%.
Modera Inc. 401(K) Profit Sharing Plan-2$52,932$53,415$26,708iApproximate average salary by contribution assumption: employee only about $667,688 at 4% or $445,125 at 6%; with 50% employer match about $445,125 at 4% or $296,750 at 6%; with 100% employer match about $333,844 at 4% or $222,563 at 6%.