Moody & Associates Inc.
Plan context: Moody & Associates Inc. Retirement Plan
EIN 32-0431825 • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$2,607,500
2025 Contributions
$147,091
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $2,607,500 | $147,091 | $16,343iApproximate average salary by contribution assumption: employee only about $408,586 at 4% or $272,391 at 6%; with 50% employer match about $272,391 at 4% or $181,594 at 6%; with 100% employer match about $204,293 at 4% or $136,195 at 6%. |
| Moody & Associates Inc. Retirement Plan | - | 9 | $2,607,500 | $147,091 | $16,343iApproximate average salary by contribution assumption: employee only about $408,586 at 4% or $272,391 at 6%; with 50% employer match about $272,391 at 4% or $181,594 at 6%; with 100% employer match about $204,293 at 4% or $136,195 at 6%. |
| 2024 | 1 | 10 | $2,416,133 | $140,092 | $14,009iApproximate average salary by contribution assumption: employee only about $350,230 at 4% or $233,487 at 6%; with 50% employer match about $233,487 at 4% or $155,658 at 6%; with 100% employer match about $175,115 at 4% or $116,743 at 6%. |
| Moody & Associates Inc. Retirement Plan | - | 10 | $2,416,133 | $140,092 | $14,009iApproximate average salary by contribution assumption: employee only about $350,230 at 4% or $233,487 at 6%; with 50% employer match about $233,487 at 4% or $155,658 at 6%; with 100% employer match about $175,115 at 4% or $116,743 at 6%. |
| 2023 | 1 | 9 | $2,559,482 | $113,076 | $12,564iApproximate average salary by contribution assumption: employee only about $314,100 at 4% or $209,400 at 6%; with 50% employer match about $209,400 at 4% or $139,600 at 6%; with 100% employer match about $157,050 at 4% or $104,700 at 6%. |
| Moody & Associates Inc. Retirement Plan | - | 9 | $2,559,482 | $113,076 | $12,564iApproximate average salary by contribution assumption: employee only about $314,100 at 4% or $209,400 at 6%; with 50% employer match about $209,400 at 4% or $139,600 at 6%; with 100% employer match about $157,050 at 4% or $104,700 at 6%. |
| 2022 | 1 | 7 | $1,546,243 | $108,573 | $15,510iApproximate average salary by contribution assumption: employee only about $387,761 at 4% or $258,507 at 6%; with 50% employer match about $258,507 at 4% or $172,338 at 6%; with 100% employer match about $193,880 at 4% or $129,254 at 6%. |
| Moody & Associates Inc. Retirement Plan | - | 7 | $1,546,243 | $108,573 | $15,510iApproximate average salary by contribution assumption: employee only about $387,761 at 4% or $258,507 at 6%; with 50% employer match about $258,507 at 4% or $172,338 at 6%; with 100% employer match about $193,880 at 4% or $129,254 at 6%. |
| 2021 | 1 | 5 | $1,238,611 | $39,000 | $7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%. |
| Moody & Associates Inc. Retirement Plan | - | 5 | $1,238,611 | $39,000 | $7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%. |
| 2020 | 1 | 7 | $1,057,925 | $0 | - |
| Moody & Associates Inc. Retirement Plan | - | 7 | $1,057,925 | - | - |
| 2019 | 1 | 7 | $806,986 | $0 | - |
| Moody & Associates Inc. Retirement Plan | - | 7 | $806,986 | - | - |
| 2018 | 1 | 5 | $1,250,102 | $0 | - |
| Moody & Associates Inc. Retirement Plan | - | 5 | $1,250,102 | - | - |
| 2017 | 1 | 6 | $666,149 | $0 | - |
| Moody & Associates Inc. Retirement Plan | - | 6 | $666,149 | - | - |
| 2016 | 1 | 6 | $1,250,100 | $0 | - |
| Moody & Associates Inc. Retirement Plan | - | 6 | $1,250,100 | - | - |
| 2015 | 1 | 8 | $1,492,344 | $0 | - |
| Moody & Associates Inc. Retirement Plan | - | 8 | $1,492,344 | - | - |
| 2014 | 1 | 2 | $1,140,100 | $275,843 | $137,922iApproximate average salary by contribution assumption: employee only about $3,448,038 at 4% or $2,298,692 at 6%; with 50% employer match about $2,298,692 at 4% or $1,532,461 at 6%; with 100% employer match about $1,724,019 at 4% or $1,149,346 at 6%. |
| Moody & Associates Inc. Retirement Plan | - | 2 | $1,140,100 | $275,843 | $137,922iApproximate average salary by contribution assumption: employee only about $3,448,038 at 4% or $2,298,692 at 6%; with 50% employer match about $2,298,692 at 4% or $1,532,461 at 6%; with 100% employer match about $1,724,019 at 4% or $1,149,346 at 6%. |