Civic Intelligence

Moser & Company PLLC

Plan context: Moser Wealth Advisors LLC 401(K) Profit Sharing Plan

EIN 32-0173234 • Bellevue, WA • 19 filings • 5 plans

2135 112th Avenue NE, Suite 100Bellevue, WA 98004
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$7,683,434

2024 Contributions

$339,375

Historical Graphs

Total Assets Over Time

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

$7,683,434$3,841,717$0200620162024YearValue
$7,683,434Latest year 2024

Participants Over Time

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

1050200620152024YearValue
8Latest 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
202418$7,683,434$339,375$42,422iApproximate average salary by contribution assumption: employee only about $1,060,547 at 4% or $707,031 at 6%; with 50% employer match about $707,031 at 4% or $471,354 at 6%; with 100% employer match about $530,273 at 4% or $353,516 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-8$7,683,434$339,375$42,422iApproximate average salary by contribution assumption: employee only about $1,060,547 at 4% or $707,031 at 6%; with 50% employer match about $707,031 at 4% or $471,354 at 6%; with 100% employer match about $530,273 at 4% or $353,516 at 6%.
202317$6,473,399$254,460$36,351iApproximate average salary by contribution assumption: employee only about $908,786 at 4% or $605,857 at 6%; with 50% employer match about $605,857 at 4% or $403,905 at 6%; with 100% employer match about $454,393 at 4% or $302,929 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-7$6,473,399$254,460$36,351iApproximate average salary by contribution assumption: employee only about $908,786 at 4% or $605,857 at 6%; with 50% employer match about $605,857 at 4% or $403,905 at 6%; with 100% employer match about $454,393 at 4% or $302,929 at 6%.
2022110$5,468,218$302,604$30,260iApproximate average salary by contribution assumption: employee only about $756,510 at 4% or $504,340 at 6%; with 50% employer match about $504,340 at 4% or $336,227 at 6%; with 100% employer match about $378,255 at 4% or $252,170 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-10$5,468,218$302,604$30,260iApproximate average salary by contribution assumption: employee only about $756,510 at 4% or $504,340 at 6%; with 50% employer match about $504,340 at 4% or $336,227 at 6%; with 100% employer match about $378,255 at 4% or $252,170 at 6%.
202118$6,113,862$257,000$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-8$6,113,862$257,000$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
202018$5,077,336$254,840$31,855iApproximate average salary by contribution assumption: employee only about $796,375 at 4% or $530,917 at 6%; with 50% employer match about $530,917 at 4% or $353,944 at 6%; with 100% employer match about $398,188 at 4% or $265,458 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-8$5,077,336$254,840$31,855iApproximate average salary by contribution assumption: employee only about $796,375 at 4% or $530,917 at 6%; with 50% employer match about $530,917 at 4% or $353,944 at 6%; with 100% employer match about $398,188 at 4% or $265,458 at 6%.
201917$4,193,278$229,971$32,853iApproximate average salary by contribution assumption: employee only about $821,325 at 4% or $547,550 at 6%; with 50% employer match about $547,550 at 4% or $365,033 at 6%; with 100% employer match about $410,663 at 4% or $273,775 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-7$4,193,278$229,971$32,853iApproximate average salary by contribution assumption: employee only about $821,325 at 4% or $547,550 at 6%; with 50% employer match about $547,550 at 4% or $365,033 at 6%; with 100% employer match about $410,663 at 4% or $273,775 at 6%.
201819$3,446,950$207,188$23,021iApproximate average salary by contribution assumption: employee only about $575,522 at 4% or $383,681 at 6%; with 50% employer match about $383,681 at 4% or $255,788 at 6%; with 100% employer match about $287,761 at 4% or $191,841 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-9$3,446,950$207,188$23,021iApproximate average salary by contribution assumption: employee only about $575,522 at 4% or $383,681 at 6%; with 50% employer match about $383,681 at 4% or $255,788 at 6%; with 100% employer match about $287,761 at 4% or $191,841 at 6%.
201719$3,579,328$247,208$27,468iApproximate average salary by contribution assumption: employee only about $686,689 at 4% or $457,793 at 6%; with 50% employer match about $457,793 at 4% or $305,195 at 6%; with 100% employer match about $343,344 at 4% or $228,896 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-9$3,579,328$247,208$27,468iApproximate average salary by contribution assumption: employee only about $686,689 at 4% or $457,793 at 6%; with 50% employer match about $457,793 at 4% or $305,195 at 6%; with 100% employer match about $343,344 at 4% or $228,896 at 6%.
201618$2,796,987$193,754$24,219iApproximate average salary by contribution assumption: employee only about $605,481 at 4% or $403,654 at 6%; with 50% employer match about $403,654 at 4% or $269,103 at 6%; with 100% employer match about $302,741 at 4% or $201,827 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-8$2,796,987$193,754$24,219iApproximate average salary by contribution assumption: employee only about $605,481 at 4% or $403,654 at 6%; with 50% employer match about $403,654 at 4% or $269,103 at 6%; with 100% employer match about $302,741 at 4% or $201,827 at 6%.
201519$2,407,760$143,000$15,889iApproximate average salary by contribution assumption: employee only about $397,222 at 4% or $264,815 at 6%; with 50% employer match about $264,815 at 4% or $176,543 at 6%; with 100% employer match about $198,611 at 4% or $132,407 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-9$2,407,760$143,000$15,889iApproximate average salary by contribution assumption: employee only about $397,222 at 4% or $264,815 at 6%; with 50% employer match about $264,815 at 4% or $176,543 at 6%; with 100% employer match about $198,611 at 4% or $132,407 at 6%.
2014110$2,394,760$159,113$15,911iApproximate average salary by contribution assumption: employee only about $397,783 at 4% or $265,188 at 6%; with 50% employer match about $265,188 at 4% or $176,792 at 6%; with 100% employer match about $198,891 at 4% or $132,594 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-10$2,394,760$159,113$15,911iApproximate average salary by contribution assumption: employee only about $397,783 at 4% or $265,188 at 6%; with 50% employer match about $265,188 at 4% or $176,792 at 6%; with 100% employer match about $198,891 at 4% or $132,594 at 6%.
2013110$2,043,807$138,900$13,890iApproximate average salary by contribution assumption: employee only about $347,250 at 4% or $231,500 at 6%; with 50% employer match about $231,500 at 4% or $154,333 at 6%; with 100% employer match about $173,625 at 4% or $115,750 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-10$2,043,807$138,900$13,890iApproximate average salary by contribution assumption: employee only about $347,250 at 4% or $231,500 at 6%; with 50% employer match about $231,500 at 4% or $154,333 at 6%; with 100% employer match about $173,625 at 4% or $115,750 at 6%.
201219$1,590,476$129,789$14,421iApproximate average salary by contribution assumption: employee only about $360,525 at 4% or $240,350 at 6%; with 50% employer match about $240,350 at 4% or $160,233 at 6%; with 100% employer match about $180,263 at 4% or $120,175 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-9$1,590,476$129,789$14,421iApproximate average salary by contribution assumption: employee only about $360,525 at 4% or $240,350 at 6%; with 50% employer match about $240,350 at 4% or $160,233 at 6%; with 100% employer match about $180,263 at 4% or $120,175 at 6%.
201117$1,310,944$126,067$18,010iApproximate average salary by contribution assumption: employee only about $450,239 at 4% or $300,160 at 6%; with 50% employer match about $300,160 at 4% or $200,106 at 6%; with 100% employer match about $225,120 at 4% or $150,080 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-7$1,310,944$126,067$18,010iApproximate average salary by contribution assumption: employee only about $450,239 at 4% or $300,160 at 6%; with 50% employer match about $300,160 at 4% or $200,106 at 6%; with 100% employer match about $225,120 at 4% or $150,080 at 6%.
201017$1,230,220$138,085$19,726iApproximate average salary by contribution assumption: employee only about $493,161 at 4% or $328,774 at 6%; with 50% employer match about $328,774 at 4% or $219,183 at 6%; with 100% employer match about $246,580 at 4% or $164,387 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-7$1,230,220$138,085$19,726iApproximate average salary by contribution assumption: employee only about $493,161 at 4% or $328,774 at 6%; with 50% employer match about $328,774 at 4% or $219,183 at 6%; with 100% employer match about $246,580 at 4% or $164,387 at 6%.
200916$975,682$78,693$13,116iApproximate average salary by contribution assumption: employee only about $327,888 at 4% or $218,592 at 6%; with 50% employer match about $218,592 at 4% or $145,728 at 6%; with 100% employer match about $163,944 at 4% or $109,296 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-6$975,682$78,693$13,116iApproximate average salary by contribution assumption: employee only about $327,888 at 4% or $218,592 at 6%; with 50% employer match about $218,592 at 4% or $145,728 at 6%; with 100% employer match about $163,944 at 4% or $109,296 at 6%.
200815$672,954$85,377$17,075iApproximate average salary by contribution assumption: employee only about $426,885 at 4% or $284,590 at 6%; with 50% employer match about $284,590 at 4% or $189,727 at 6%; with 100% employer match about $213,443 at 4% or $142,295 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-5$672,954$85,377$17,075iApproximate average salary by contribution assumption: employee only about $426,885 at 4% or $284,590 at 6%; with 50% employer match about $284,590 at 4% or $189,727 at 6%; with 100% employer match about $213,443 at 4% or $142,295 at 6%.
200716$0$0-
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-6---
200614$52,667$49,400$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.
Moser Wealth Advisors LLC 401(K) Profit Sharing Plan-4$52,667$49,400$12,350iApproximate average salary by contribution assumption: employee only about $308,750 at 4% or $205,833 at 6%; with 50% employer match about $205,833 at 4% or $137,222 at 6%; with 100% employer match about $154,375 at 4% or $102,917 at 6%.