Mote & Associates Inc.
Plan context: Mote & Associates Inc. Retirement Savings Plan
EIN 31-0924639 • Greenville, OH • 27 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$3,397,488
2024 Contributions
$172,382
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 22 | $3,397,488 | $172,382 | $7,836iApproximate average salary by contribution assumption: employee only about $195,889 at 4% or $130,592 at 6%; with 50% employer match about $130,592 at 4% or $87,062 at 6%; with 100% employer match about $97,944 at 4% or $65,296 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 22 | $3,396,547 | $80,055 | $3,639iApproximate average salary by contribution assumption: employee only about $90,972 at 4% or $60,648 at 6%; with 50% employer match about $60,648 at 4% or $40,432 at 6%; with 100% employer match about $45,486 at 4% or $30,324 at 6%. |
| MOTE & ASSOCIATES SOCA BENEFIT PLAN | - | 7 | $941 | $92,327 | $13,190iApproximate average salary by contribution assumption: employee only about $329,739 at 4% or $219,826 at 6%; with 50% employer match about $219,826 at 4% or $146,551 at 6%; with 100% employer match about $164,870 at 4% or $109,913 at 6%. |
| 2023 | 1 | 24 | $4,277,298 | $265,260 | $11,053iApproximate average salary by contribution assumption: employee only about $276,313 at 4% or $184,208 at 6%; with 50% employer match about $184,208 at 4% or $122,806 at 6%; with 100% employer match about $138,156 at 4% or $92,104 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 24 | $4,277,298 | $265,260 | $11,053iApproximate average salary by contribution assumption: employee only about $276,313 at 4% or $184,208 at 6%; with 50% employer match about $184,208 at 4% or $122,806 at 6%; with 100% employer match about $138,156 at 4% or $92,104 at 6%. |
| 2022 | 1 | 20 | $3,706,439 | $104,693 | $5,235iApproximate average salary by contribution assumption: employee only about $130,866 at 4% or $87,244 at 6%; with 50% employer match about $87,244 at 4% or $58,163 at 6%; with 100% employer match about $65,433 at 4% or $43,622 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 20 | $3,706,439 | $104,693 | $5,235iApproximate average salary by contribution assumption: employee only about $130,866 at 4% or $87,244 at 6%; with 50% employer match about $87,244 at 4% or $58,163 at 6%; with 100% employer match about $65,433 at 4% or $43,622 at 6%. |
| 2021 | 1 | 22 | $4,960,350 | $128,941 | $5,861iApproximate average salary by contribution assumption: employee only about $146,524 at 4% or $97,683 at 6%; with 50% employer match about $97,683 at 4% or $65,122 at 6%; with 100% employer match about $73,262 at 4% or $48,841 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 22 | $4,960,350 | $128,941 | $5,861iApproximate average salary by contribution assumption: employee only about $146,524 at 4% or $97,683 at 6%; with 50% employer match about $97,683 at 4% or $65,122 at 6%; with 100% employer match about $73,262 at 4% or $48,841 at 6%. |
| 2020 | 1 | 22 | $4,181,338 | $188,138 | $8,552iApproximate average salary by contribution assumption: employee only about $213,793 at 4% or $142,529 at 6%; with 50% employer match about $142,529 at 4% or $95,019 at 6%; with 100% employer match about $106,897 at 4% or $71,264 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 22 | $4,181,338 | $188,138 | $8,552iApproximate average salary by contribution assumption: employee only about $213,793 at 4% or $142,529 at 6%; with 50% employer match about $142,529 at 4% or $95,019 at 6%; with 100% employer match about $106,897 at 4% or $71,264 at 6%. |
| 2019 | 1 | 19 | $3,636,704 | $152,881 | $8,046iApproximate average salary by contribution assumption: employee only about $201,159 at 4% or $134,106 at 6%; with 50% employer match about $134,106 at 4% or $89,404 at 6%; with 100% employer match about $100,580 at 4% or $67,053 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 19 | $3,636,704 | $152,881 | $8,046iApproximate average salary by contribution assumption: employee only about $201,159 at 4% or $134,106 at 6%; with 50% employer match about $134,106 at 4% or $89,404 at 6%; with 100% employer match about $100,580 at 4% or $67,053 at 6%. |
| 2018 | 1 | 19 | $2,992,342 | $155,354 | $8,177iApproximate average salary by contribution assumption: employee only about $204,413 at 4% or $136,275 at 6%; with 50% employer match about $136,275 at 4% or $90,850 at 6%; with 100% employer match about $102,207 at 4% or $68,138 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 19 | $2,992,342 | $155,354 | $8,177iApproximate average salary by contribution assumption: employee only about $204,413 at 4% or $136,275 at 6%; with 50% employer match about $136,275 at 4% or $90,850 at 6%; with 100% employer match about $102,207 at 4% or $68,138 at 6%. |
| 2017 | 1 | 18 | $3,119,860 | $122,418 | $6,801iApproximate average salary by contribution assumption: employee only about $170,025 at 4% or $113,350 at 6%; with 50% employer match about $113,350 at 4% or $75,567 at 6%; with 100% employer match about $85,013 at 4% or $56,675 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 18 | $3,119,860 | $122,418 | $6,801iApproximate average salary by contribution assumption: employee only about $170,025 at 4% or $113,350 at 6%; with 50% employer match about $113,350 at 4% or $75,567 at 6%; with 100% employer match about $85,013 at 4% or $56,675 at 6%. |
| 2016 | 1 | 16 | $2,644,622 | $148,851 | $9,303iApproximate average salary by contribution assumption: employee only about $232,580 at 4% or $155,053 at 6%; with 50% employer match about $155,053 at 4% or $103,369 at 6%; with 100% employer match about $116,290 at 4% or $77,527 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 16 | $2,644,622 | $148,851 | $9,303iApproximate average salary by contribution assumption: employee only about $232,580 at 4% or $155,053 at 6%; with 50% employer match about $155,053 at 4% or $103,369 at 6%; with 100% employer match about $116,290 at 4% or $77,527 at 6%. |
| 2015 | 1 | 15 | $2,311,940 | $143,645 | $9,576iApproximate average salary by contribution assumption: employee only about $239,408 at 4% or $159,606 at 6%; with 50% employer match about $159,606 at 4% or $106,404 at 6%; with 100% employer match about $119,704 at 4% or $79,803 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 15 | $2,311,940 | $143,645 | $9,576iApproximate average salary by contribution assumption: employee only about $239,408 at 4% or $159,606 at 6%; with 50% employer match about $159,606 at 4% or $106,404 at 6%; with 100% employer match about $119,704 at 4% or $79,803 at 6%. |
| 2014 | 1 | 13 | $2,191,093 | $105,143 | $8,088iApproximate average salary by contribution assumption: employee only about $202,198 at 4% or $134,799 at 6%; with 50% employer match about $134,799 at 4% or $89,866 at 6%; with 100% employer match about $101,099 at 4% or $67,399 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 13 | $2,191,093 | $105,143 | $8,088iApproximate average salary by contribution assumption: employee only about $202,198 at 4% or $134,799 at 6%; with 50% employer match about $134,799 at 4% or $89,866 at 6%; with 100% employer match about $101,099 at 4% or $67,399 at 6%. |
| 2013 | 1 | 14 | $1,972,733 | $95,600 | $6,829iApproximate average salary by contribution assumption: employee only about $170,714 at 4% or $113,810 at 6%; with 50% employer match about $113,810 at 4% or $75,873 at 6%; with 100% employer match about $85,357 at 4% or $56,905 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 14 | $1,972,733 | $95,600 | $6,829iApproximate average salary by contribution assumption: employee only about $170,714 at 4% or $113,810 at 6%; with 50% employer match about $113,810 at 4% or $75,873 at 6%; with 100% employer match about $85,357 at 4% or $56,905 at 6%. |
| 2012 | 1 | 14 | $1,698,288 | $98,562 | $7,040iApproximate average salary by contribution assumption: employee only about $176,004 at 4% or $117,336 at 6%; with 50% employer match about $117,336 at 4% or $78,224 at 6%; with 100% employer match about $88,002 at 4% or $58,668 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 14 | $1,698,288 | $98,562 | $7,040iApproximate average salary by contribution assumption: employee only about $176,004 at 4% or $117,336 at 6%; with 50% employer match about $117,336 at 4% or $78,224 at 6%; with 100% employer match about $88,002 at 4% or $58,668 at 6%. |
| 2011 | 1 | 14 | $1,481,040 | $85,733 | $6,124iApproximate average salary by contribution assumption: employee only about $153,095 at 4% or $102,063 at 6%; with 50% employer match about $102,063 at 4% or $68,042 at 6%; with 100% employer match about $76,547 at 4% or $51,032 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 14 | $1,481,040 | $85,733 | $6,124iApproximate average salary by contribution assumption: employee only about $153,095 at 4% or $102,063 at 6%; with 50% employer match about $102,063 at 4% or $68,042 at 6%; with 100% employer match about $76,547 at 4% or $51,032 at 6%. |
| 2010 | 1 | 18 | $1,546,360 | $83,290 | $4,627iApproximate average salary by contribution assumption: employee only about $115,681 at 4% or $77,120 at 6%; with 50% employer match about $77,120 at 4% or $51,414 at 6%; with 100% employer match about $57,840 at 4% or $38,560 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 18 | $1,546,360 | $83,290 | $4,627iApproximate average salary by contribution assumption: employee only about $115,681 at 4% or $77,120 at 6%; with 50% employer match about $77,120 at 4% or $51,414 at 6%; with 100% employer match about $57,840 at 4% or $38,560 at 6%. |
| 2009 | 1 | 17 | $1,369,298 | $102,401 | $6,024iApproximate average salary by contribution assumption: employee only about $150,590 at 4% or $100,393 at 6%; with 50% employer match about $100,393 at 4% or $66,929 at 6%; with 100% employer match about $75,295 at 4% or $50,197 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 17 | $1,369,298 | $102,401 | $6,024iApproximate average salary by contribution assumption: employee only about $150,590 at 4% or $100,393 at 6%; with 50% employer match about $100,393 at 4% or $66,929 at 6%; with 100% employer match about $75,295 at 4% or $50,197 at 6%. |
| 2008 | 1 | 13 | $1,078,189 | $84,521 | $6,502iApproximate average salary by contribution assumption: employee only about $162,540 at 4% or $108,360 at 6%; with 50% employer match about $108,360 at 4% or $72,240 at 6%; with 100% employer match about $81,270 at 4% or $54,180 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 13 | $1,078,189 | $84,521 | $6,502iApproximate average salary by contribution assumption: employee only about $162,540 at 4% or $108,360 at 6%; with 50% employer match about $108,360 at 4% or $72,240 at 6%; with 100% employer match about $81,270 at 4% or $54,180 at 6%. |
| 2007 | 1 | 12 | $1,392,103 | $79,204 | $6,600iApproximate average salary by contribution assumption: employee only about $165,008 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 12 | $1,392,103 | $79,204 | $6,600iApproximate average salary by contribution assumption: employee only about $165,008 at 4% or $110,006 at 6%; with 50% employer match about $110,006 at 4% or $73,337 at 6%; with 100% employer match about $82,504 at 4% or $55,003 at 6%. |
| 2006 | 1 | 11 | $1,218,489 | $74,500 | $6,773iApproximate average salary by contribution assumption: employee only about $169,318 at 4% or $112,879 at 6%; with 50% employer match about $112,879 at 4% or $75,253 at 6%; with 100% employer match about $84,659 at 4% or $56,439 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 11 | $1,218,489 | $74,500 | $6,773iApproximate average salary by contribution assumption: employee only about $169,318 at 4% or $112,879 at 6%; with 50% employer match about $112,879 at 4% or $75,253 at 6%; with 100% employer match about $84,659 at 4% or $56,439 at 6%. |
| 2005 | 1 | 12 | $1,603,751 | $78,731 | $6,561iApproximate average salary by contribution assumption: employee only about $164,023 at 4% or $109,349 at 6%; with 50% employer match about $109,349 at 4% or $72,899 at 6%; with 100% employer match about $82,011 at 4% or $54,674 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 12 | $1,603,751 | $78,731 | $6,561iApproximate average salary by contribution assumption: employee only about $164,023 at 4% or $109,349 at 6%; with 50% employer match about $109,349 at 4% or $72,899 at 6%; with 100% employer match about $82,011 at 4% or $54,674 at 6%. |
| 2004 | 1 | 12 | $1,369,852 | $65,138 | $5,428iApproximate average salary by contribution assumption: employee only about $135,704 at 4% or $90,469 at 6%; with 50% employer match about $90,469 at 4% or $60,313 at 6%; with 100% employer match about $67,852 at 4% or $45,235 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 12 | $1,369,852 | $65,138 | $5,428iApproximate average salary by contribution assumption: employee only about $135,704 at 4% or $90,469 at 6%; with 50% employer match about $90,469 at 4% or $60,313 at 6%; with 100% employer match about $67,852 at 4% or $45,235 at 6%. |
| 2003 | 1 | 14 | $1,182,603 | $64,222 | $4,587iApproximate average salary by contribution assumption: employee only about $114,682 at 4% or $76,455 at 6%; with 50% employer match about $76,455 at 4% or $50,970 at 6%; with 100% employer match about $57,341 at 4% or $38,227 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 14 | $1,182,603 | $64,222 | $4,587iApproximate average salary by contribution assumption: employee only about $114,682 at 4% or $76,455 at 6%; with 50% employer match about $76,455 at 4% or $50,970 at 6%; with 100% employer match about $57,341 at 4% or $38,227 at 6%. |
| 2002 | 1 | 13 | $0 | $0 | - |
| Mote & Associates Inc. Retirement Savings Plan | - | 13 | - | - | - |
| 2001 | 1 | 12 | $0 | $0 | - |
| Mote & Associates Inc. Retirement Savings Plan | - | 12 | - | - | - |
| 2000 | 1 | 9 | $958,513 | $78,472 | $8,719iApproximate average salary by contribution assumption: employee only about $217,978 at 4% or $145,319 at 6%; with 50% employer match about $145,319 at 4% or $96,879 at 6%; with 100% employer match about $108,989 at 4% or $72,659 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 9 | $958,513 | $78,472 | $8,719iApproximate average salary by contribution assumption: employee only about $217,978 at 4% or $145,319 at 6%; with 50% employer match about $145,319 at 4% or $96,879 at 6%; with 100% employer match about $108,989 at 4% or $72,659 at 6%. |
| 1999 | 1 | 11 | $907,635 | $80,221 | $7,293iApproximate average salary by contribution assumption: employee only about $182,320 at 4% or $121,547 at 6%; with 50% employer match about $121,547 at 4% or $81,031 at 6%; with 100% employer match about $91,160 at 4% or $60,773 at 6%. |
| Mote & Associates Inc. Retirement Savings Plan | - | 11 | $907,635 | $80,221 | $7,293iApproximate average salary by contribution assumption: employee only about $182,320 at 4% or $121,547 at 6%; with 50% employer match about $121,547 at 4% or $81,031 at 6%; with 100% employer match about $91,160 at 4% or $60,773 at 6%. |