Civic Intelligence

Siegel & Moreno, A. P.C.

Plan context: Siegel & Moreno, a Professional Corporation 401K Plan

EIN 33-0629816 • San Diego, CA • 26 filings • 5 plans

8885 Rio San Diego DriveSuite 375San Diego, CA 92108
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$12,514,173

2024 Contributions

$845,311

Historical Graphs

Total Assets Over Time

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

$12,514,173$6,257,087$0199920132024YearValue
$12,514,173Latest year 2024

Participants Over Time

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

69350199920122024YearValue
69Latest 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
2024169$12,514,173$845,311$12,251iApproximate average salary by contribution assumption: employee only about $306,272 at 4% or $204,181 at 6%; with 50% employer match about $204,181 at 4% or $136,121 at 6%; with 100% employer match about $153,136 at 4% or $102,091 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-69$12,514,173$845,311$12,251iApproximate average salary by contribution assumption: employee only about $306,272 at 4% or $204,181 at 6%; with 50% employer match about $204,181 at 4% or $136,121 at 6%; with 100% employer match about $153,136 at 4% or $102,091 at 6%.
2023160$10,385,925$679,331$11,322iApproximate average salary by contribution assumption: employee only about $283,055 at 4% or $188,703 at 6%; with 50% employer match about $188,703 at 4% or $125,802 at 6%; with 100% employer match about $141,527 at 4% or $94,352 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-60$10,385,925$679,331$11,322iApproximate average salary by contribution assumption: employee only about $283,055 at 4% or $188,703 at 6%; with 50% employer match about $188,703 at 4% or $125,802 at 6%; with 100% employer match about $141,527 at 4% or $94,352 at 6%.
2022160$9,146,971$661,698$11,028iApproximate average salary by contribution assumption: employee only about $275,708 at 4% or $183,805 at 6%; with 50% employer match about $183,805 at 4% or $122,537 at 6%; with 100% employer match about $137,854 at 4% or $91,903 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-60$9,146,971$661,698$11,028iApproximate average salary by contribution assumption: employee only about $275,708 at 4% or $183,805 at 6%; with 50% employer match about $183,805 at 4% or $122,537 at 6%; with 100% employer match about $137,854 at 4% or $91,903 at 6%.
2021158$10,614,259$588,741$10,151iApproximate average salary by contribution assumption: employee only about $253,768 at 4% or $169,178 at 6%; with 50% employer match about $169,178 at 4% or $112,786 at 6%; with 100% employer match about $126,884 at 4% or $84,589 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-58$10,614,259$588,741$10,151iApproximate average salary by contribution assumption: employee only about $253,768 at 4% or $169,178 at 6%; with 50% employer match about $169,178 at 4% or $112,786 at 6%; with 100% employer match about $126,884 at 4% or $84,589 at 6%.
2020159$8,786,884$646,711$10,961iApproximate average salary by contribution assumption: employee only about $274,030 at 4% or $182,687 at 6%; with 50% employer match about $182,687 at 4% or $121,791 at 6%; with 100% employer match about $137,015 at 4% or $91,343 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-59$8,786,884$646,711$10,961iApproximate average salary by contribution assumption: employee only about $274,030 at 4% or $182,687 at 6%; with 50% employer match about $182,687 at 4% or $121,791 at 6%; with 100% employer match about $137,015 at 4% or $91,343 at 6%.
2019152$7,373,588$546,567$10,511iApproximate average salary by contribution assumption: employee only about $262,773 at 4% or $175,182 at 6%; with 50% employer match about $175,182 at 4% or $116,788 at 6%; with 100% employer match about $131,386 at 4% or $87,591 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-52$7,373,588$546,567$10,511iApproximate average salary by contribution assumption: employee only about $262,773 at 4% or $175,182 at 6%; with 50% employer match about $175,182 at 4% or $116,788 at 6%; with 100% employer match about $131,386 at 4% or $87,591 at 6%.
2018168$5,724,139$514,539$7,567iApproximate average salary by contribution assumption: employee only about $189,169 at 4% or $126,113 at 6%; with 50% employer match about $126,113 at 4% or $84,075 at 6%; with 100% employer match about $94,584 at 4% or $63,056 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-68$5,724,139$514,539$7,567iApproximate average salary by contribution assumption: employee only about $189,169 at 4% or $126,113 at 6%; with 50% employer match about $126,113 at 4% or $84,075 at 6%; with 100% employer match about $94,584 at 4% or $63,056 at 6%.
2017148$5,653,907$395,534$8,240iApproximate average salary by contribution assumption: employee only about $206,007 at 4% or $137,338 at 6%; with 50% employer match about $137,338 at 4% or $91,559 at 6%; with 100% employer match about $103,004 at 4% or $68,669 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-48$5,653,907$395,534$8,240iApproximate average salary by contribution assumption: employee only about $206,007 at 4% or $137,338 at 6%; with 50% employer match about $137,338 at 4% or $91,559 at 6%; with 100% employer match about $103,004 at 4% or $68,669 at 6%.
2016147$4,502,145$383,029$8,150iApproximate average salary by contribution assumption: employee only about $203,739 at 4% or $135,826 at 6%; with 50% employer match about $135,826 at 4% or $90,551 at 6%; with 100% employer match about $101,869 at 4% or $67,913 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-47$4,502,145$383,029$8,150iApproximate average salary by contribution assumption: employee only about $203,739 at 4% or $135,826 at 6%; with 50% employer match about $135,826 at 4% or $90,551 at 6%; with 100% employer match about $101,869 at 4% or $67,913 at 6%.
2015139$3,765,341$316,498$8,115iApproximate average salary by contribution assumption: employee only about $202,883 at 4% or $135,256 at 6%; with 50% employer match about $135,256 at 4% or $90,170 at 6%; with 100% employer match about $101,442 at 4% or $67,628 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-39$3,765,341$316,498$8,115iApproximate average salary by contribution assumption: employee only about $202,883 at 4% or $135,256 at 6%; with 50% employer match about $135,256 at 4% or $90,170 at 6%; with 100% employer match about $101,442 at 4% or $67,628 at 6%.
2014145$3,549,597$275,370$6,119iApproximate average salary by contribution assumption: employee only about $152,983 at 4% or $101,989 at 6%; with 50% employer match about $101,989 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,994 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-45$3,549,597$275,370$6,119iApproximate average salary by contribution assumption: employee only about $152,983 at 4% or $101,989 at 6%; with 50% employer match about $101,989 at 4% or $67,993 at 6%; with 100% employer match about $76,492 at 4% or $50,994 at 6%.
2013137$3,076,323$253,776$6,859iApproximate average salary by contribution assumption: employee only about $171,470 at 4% or $114,314 at 6%; with 50% employer match about $114,314 at 4% or $76,209 at 6%; with 100% employer match about $85,735 at 4% or $57,157 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-37$3,076,323$253,776$6,859iApproximate average salary by contribution assumption: employee only about $171,470 at 4% or $114,314 at 6%; with 50% employer match about $114,314 at 4% or $76,209 at 6%; with 100% employer match about $85,735 at 4% or $57,157 at 6%.
2012133$2,214,621$250,731$7,598iApproximate average salary by contribution assumption: employee only about $189,948 at 4% or $126,632 at 6%; with 50% employer match about $126,632 at 4% or $84,421 at 6%; with 100% employer match about $94,974 at 4% or $63,316 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-33$2,214,621$250,731$7,598iApproximate average salary by contribution assumption: employee only about $189,948 at 4% or $126,632 at 6%; with 50% employer match about $126,632 at 4% or $84,421 at 6%; with 100% employer match about $94,974 at 4% or $63,316 at 6%.
2011135$1,691,192$230,447$6,584iApproximate average salary by contribution assumption: employee only about $164,605 at 4% or $109,737 at 6%; with 50% employer match about $109,737 at 4% or $73,158 at 6%; with 100% employer match about $82,303 at 4% or $54,868 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-35$1,691,192$230,447$6,584iApproximate average salary by contribution assumption: employee only about $164,605 at 4% or $109,737 at 6%; with 50% employer match about $109,737 at 4% or $73,158 at 6%; with 100% employer match about $82,303 at 4% or $54,868 at 6%.
2010139$1,556,363$207,623$5,324iApproximate average salary by contribution assumption: employee only about $133,092 at 4% or $88,728 at 6%; with 50% employer match about $88,728 at 4% or $59,152 at 6%; with 100% employer match about $66,546 at 4% or $44,364 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-39$1,556,363$207,623$5,324iApproximate average salary by contribution assumption: employee only about $133,092 at 4% or $88,728 at 6%; with 50% employer match about $88,728 at 4% or $59,152 at 6%; with 100% employer match about $66,546 at 4% or $44,364 at 6%.
2009133$1,209,345$188,990$5,727iApproximate average salary by contribution assumption: employee only about $143,174 at 4% or $95,449 at 6%; with 50% employer match about $95,449 at 4% or $63,633 at 6%; with 100% employer match about $71,587 at 4% or $47,725 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-33$1,209,345$188,990$5,727iApproximate average salary by contribution assumption: employee only about $143,174 at 4% or $95,449 at 6%; with 50% employer match about $95,449 at 4% or $63,633 at 6%; with 100% employer match about $71,587 at 4% or $47,725 at 6%.
2008131$795,426$164,367$5,302iApproximate average salary by contribution assumption: employee only about $132,554 at 4% or $88,369 at 6%; with 50% employer match about $88,369 at 4% or $58,913 at 6%; with 100% employer match about $66,277 at 4% or $44,185 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-31$795,426$164,367$5,302iApproximate average salary by contribution assumption: employee only about $132,554 at 4% or $88,369 at 6%; with 50% employer match about $88,369 at 4% or $58,913 at 6%; with 100% employer match about $66,277 at 4% or $44,185 at 6%.
2007132$0$0-
Siegel & Moreno, a Professional Corporation 401K Plan-32---
2006129$898,182$178,284$6,148iApproximate average salary by contribution assumption: employee only about $153,693 at 4% or $102,462 at 6%; with 50% employer match about $102,462 at 4% or $68,308 at 6%; with 100% employer match about $76,847 at 4% or $51,231 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-29$898,182$178,284$6,148iApproximate average salary by contribution assumption: employee only about $153,693 at 4% or $102,462 at 6%; with 50% employer match about $102,462 at 4% or $68,308 at 6%; with 100% employer match about $76,847 at 4% or $51,231 at 6%.
2005131$637,887$170,382$5,496iApproximate average salary by contribution assumption: employee only about $137,405 at 4% or $91,603 at 6%; with 50% employer match about $91,603 at 4% or $61,069 at 6%; with 100% employer match about $68,702 at 4% or $45,802 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-31$637,887$170,382$5,496iApproximate average salary by contribution assumption: employee only about $137,405 at 4% or $91,603 at 6%; with 50% employer match about $91,603 at 4% or $61,069 at 6%; with 100% employer match about $68,702 at 4% or $45,802 at 6%.
2004129$441,201$130,831$4,511iApproximate average salary by contribution assumption: employee only about $112,785 at 4% or $75,190 at 6%; with 50% employer match about $75,190 at 4% or $50,127 at 6%; with 100% employer match about $56,393 at 4% or $37,595 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-29$441,201$130,831$4,511iApproximate average salary by contribution assumption: employee only about $112,785 at 4% or $75,190 at 6%; with 50% employer match about $75,190 at 4% or $50,127 at 6%; with 100% employer match about $56,393 at 4% or $37,595 at 6%.
2003124$290,643$48,390$2,016iApproximate average salary by contribution assumption: employee only about $50,406 at 4% or $33,604 at 6%; with 50% employer match about $33,604 at 4% or $22,403 at 6%; with 100% employer match about $25,203 at 4% or $16,802 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-24$290,643$48,390$2,016iApproximate average salary by contribution assumption: employee only about $50,406 at 4% or $33,604 at 6%; with 50% employer match about $33,604 at 4% or $22,403 at 6%; with 100% employer match about $25,203 at 4% or $16,802 at 6%.
2002119$194,581$42,151$2,218iApproximate average salary by contribution assumption: employee only about $55,462 at 4% or $36,975 at 6%; with 50% employer match about $36,975 at 4% or $24,650 at 6%; with 100% employer match about $27,731 at 4% or $18,487 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-19$194,581$42,151$2,218iApproximate average salary by contribution assumption: employee only about $55,462 at 4% or $36,975 at 6%; with 50% employer match about $36,975 at 4% or $24,650 at 6%; with 100% employer match about $27,731 at 4% or $18,487 at 6%.
2001116$212,980$43,347$2,709iApproximate average salary by contribution assumption: employee only about $67,730 at 4% or $45,153 at 6%; with 50% employer match about $45,153 at 4% or $30,102 at 6%; with 100% employer match about $33,865 at 4% or $22,577 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-16$212,980$43,347$2,709iApproximate average salary by contribution assumption: employee only about $67,730 at 4% or $45,153 at 6%; with 50% employer match about $45,153 at 4% or $30,102 at 6%; with 100% employer match about $33,865 at 4% or $22,577 at 6%.
2000115$0$0-
Siegel & Moreno, a Professional Corporation 401K Plan-15---
1999117$253,650$37,113$2,183iApproximate average salary by contribution assumption: employee only about $54,578 at 4% or $36,385 at 6%; with 50% employer match about $36,385 at 4% or $24,257 at 6%; with 100% employer match about $27,289 at 4% or $18,193 at 6%.
Siegel & Moreno, a Professional Corporation 401K Plan-17$253,650$37,113$2,183iApproximate average salary by contribution assumption: employee only about $54,578 at 4% or $36,385 at 6%; with 50% employer match about $36,385 at 4% or $24,257 at 6%; with 100% employer match about $27,289 at 4% or $18,193 at 6%.