Terry Moore, CCIM Inc.
Plan context: Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan
EIN 33-0773804 • San Diego, CA • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$6,156,015
2024 Contributions
$643,934
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 | 2 | $6,156,015 | $643,934 | $321,967iApproximate average salary by contribution assumption: employee only about $8,049,175 at 4% or $5,366,117 at 6%; with 50% employer match about $5,366,117 at 4% or $3,577,411 at 6%; with 100% employer match about $4,024,588 at 4% or $2,683,058 at 6%. |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 2 | $6,156,015 | $643,934 | $321,967iApproximate average salary by contribution assumption: employee only about $8,049,175 at 4% or $5,366,117 at 6%; with 50% employer match about $5,366,117 at 4% or $3,577,411 at 6%; with 100% employer match about $4,024,588 at 4% or $2,683,058 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 0 | $0 | - | - |
| 2023 | 2 | 3 | $7,667,792 | $397,489 | $132,496iApproximate average salary by contribution assumption: employee only about $3,312,408 at 4% or $2,208,272 at 6%; with 50% employer match about $2,208,272 at 4% or $1,472,181 at 6%; with 100% employer match about $1,656,204 at 4% or $1,104,136 at 6%. |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 3 | $6,948,765 | $397,489 | $132,496iApproximate average salary by contribution assumption: employee only about $3,312,408 at 4% or $2,208,272 at 6%; with 50% employer match about $2,208,272 at 4% or $1,472,181 at 6%; with 100% employer match about $1,656,204 at 4% or $1,104,136 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 2 | $719,027 | - | - |
| 2022 | 2 | 3 | $7,295,104 | $414,984 | $138,328iApproximate average salary by contribution assumption: employee only about $3,458,200 at 4% or $2,305,467 at 6%; with 50% employer match about $2,305,467 at 4% or $1,536,978 at 6%; with 100% employer match about $1,729,100 at 4% or $1,152,733 at 6%. |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 3 | $6,215,100 | $414,984 | $138,328iApproximate average salary by contribution assumption: employee only about $3,458,200 at 4% or $2,305,467 at 6%; with 50% employer match about $2,305,467 at 4% or $1,536,978 at 6%; with 100% employer match about $1,729,100 at 4% or $1,152,733 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 3 | $1,080,004 | - | - |
| 2021 | 2 | 3 | $6,063,847 | $1,886,751 | $628,917iApproximate average salary by contribution assumption: employee only about $15,722,925 at 4% or $10,481,950 at 6%; with 50% employer match about $10,481,950 at 4% or $6,987,967 at 6%; with 100% employer match about $7,861,463 at 4% or $5,240,975 at 6%. |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 3 | $4,820,980 | $1,304,509 | $434,836iApproximate average salary by contribution assumption: employee only about $10,870,908 at 4% or $7,247,272 at 6%; with 50% employer match about $7,247,272 at 4% or $4,831,515 at 6%; with 100% employer match about $5,435,454 at 4% or $3,623,636 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 3 | $1,242,867 | $582,242 | $194,081iApproximate average salary by contribution assumption: employee only about $4,852,017 at 4% or $3,234,678 at 6%; with 50% employer match about $3,234,678 at 4% or $2,156,452 at 6%; with 100% employer match about $2,426,008 at 4% or $1,617,339 at 6%. |
| 2020 | 2 | 5 | $5,540,417 | $700,000 | $140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%. |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 5 | $3,502,374 | $51,179 | $10,236iApproximate average salary by contribution assumption: employee only about $255,895 at 4% or $170,597 at 6%; with 50% employer match about $170,597 at 4% or $113,731 at 6%; with 100% employer match about $127,947 at 4% or $85,298 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 5 | $2,038,043 | $648,821 | $129,764iApproximate average salary by contribution assumption: employee only about $3,244,105 at 4% or $2,162,737 at 6%; with 50% employer match about $2,162,737 at 4% or $1,441,824 at 6%; with 100% employer match about $1,622,053 at 4% or $1,081,368 at 6%. |
| 2019 | 1 | 4 | $1,301,098 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 4 | $1,301,098 | $160,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2018 | 1 | 4 | $1,020,667 | $206,000 | $51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 4 | $1,020,667 | $206,000 | $51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%. |
| 2017 | 1 | 4 | $671,425 | $151,000 | $37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 4 | $671,425 | $151,000 | $37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%. |
| 2016 | 1 | 4 | $509,265 | $137,881 | $34,470iApproximate average salary by contribution assumption: employee only about $861,756 at 4% or $574,504 at 6%; with 50% employer match about $574,504 at 4% or $383,003 at 6%; with 100% employer match about $430,878 at 4% or $287,252 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 4 | $509,265 | $137,881 | $34,470iApproximate average salary by contribution assumption: employee only about $861,756 at 4% or $574,504 at 6%; with 50% employer match about $574,504 at 4% or $383,003 at 6%; with 100% employer match about $430,878 at 4% or $287,252 at 6%. |
| 2015 | 1 | 4 | $393,553 | $256,000 | $64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%. |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 4 | $393,553 | $256,000 | $64,000iApproximate average salary by contribution assumption: employee only about $1,600,000 at 4% or $1,066,667 at 6%; with 50% employer match about $1,066,667 at 4% or $711,111 at 6%; with 100% employer match about $800,000 at 4% or $533,333 at 6%. |
| 2012 | 1 | 2 | $2,596,710 | $0 | - |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 2 | $2,596,710 | - | - |
| 2011 | 1 | 2 | $2,703,576 | $0 | - |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 2 | $2,703,576 | - | - |
| 2010 | 1 | 2 | $2,525,433 | $0 | - |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 2 | $2,525,433 | - | - |
| 2009 | 1 | 2 | $2,540,365 | $0 | - |
| Terry Moore, CCIM Inc. Roth 401(K) Profit Sharing Plan | - | 2 | $2,540,365 | - | - |
| 2004 | 1 | 2 | $2,138,923 | $144,793 | $72,397iApproximate average salary by contribution assumption: employee only about $1,809,913 at 4% or $1,206,608 at 6%; with 50% employer match about $1,206,608 at 4% or $804,406 at 6%; with 100% employer match about $904,956 at 4% or $603,304 at 6%. |
| TERRY MOORE, CCIM, INC., DEFINED BENEFIT PENSION P | - | 2 | $2,138,923 | $144,793 | $72,397iApproximate average salary by contribution assumption: employee only about $1,809,913 at 4% or $1,206,608 at 6%; with 50% employer match about $1,206,608 at 4% or $804,406 at 6%; with 100% employer match about $904,956 at 4% or $603,304 at 6%. |
| 2003 | 1 | 3 | $2,010,928 | $298,581 | $99,527iApproximate average salary by contribution assumption: employee only about $2,488,175 at 4% or $1,658,783 at 6%; with 50% employer match about $1,658,783 at 4% or $1,105,856 at 6%; with 100% employer match about $1,244,088 at 4% or $829,392 at 6%. |
| TERRY MOORE, CCIM, INC., DEFINED BENEFIT PENSION P | - | 3 | $2,010,928 | $298,581 | $99,527iApproximate average salary by contribution assumption: employee only about $2,488,175 at 4% or $1,658,783 at 6%; with 50% employer match about $1,658,783 at 4% or $1,105,856 at 6%; with 100% employer match about $1,244,088 at 4% or $829,392 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| TERRY MOORE, CCIM, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Terry Moore, CCIM Inc. Defined Benefit Pension Plan & Trust | - | 0 | - | - | - |
| TERRY MOORE, CCIM, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| TERRY MOORE, CCIM, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |