Pat Mooney Inc.
Plan context: Pat Mooney Inc. Retirement Plan
EIN 36-2137813 • Addison, IL • 34 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$7,881,174
2024 Contributions
$846,545
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 | 38 | $7,881,174 | $846,545 | $22,278iApproximate average salary by contribution assumption: employee only about $556,938 at 4% or $371,292 at 6%; with 50% employer match about $371,292 at 4% or $247,528 at 6%; with 100% employer match about $278,469 at 4% or $185,646 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 38 | $5,085,950 | $421,545 | $11,093iApproximate average salary by contribution assumption: employee only about $277,332 at 4% or $184,888 at 6%; with 50% employer match about $184,888 at 4% or $123,259 at 6%; with 100% employer match about $138,666 at 4% or $92,444 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PENSION PLAN | - | 35 | $2,795,224 | $425,000 | $12,143iApproximate average salary by contribution assumption: employee only about $303,571 at 4% or $202,381 at 6%; with 50% employer match about $202,381 at 4% or $134,921 at 6%; with 100% employer match about $151,786 at 4% or $101,190 at 6%. |
| 2023 | 2 | 38 | $6,349,795 | $857,874 | $22,576iApproximate average salary by contribution assumption: employee only about $564,391 at 4% or $376,261 at 6%; with 50% employer match about $376,261 at 4% or $250,840 at 6%; with 100% employer match about $282,195 at 4% or $188,130 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 38 | $4,172,373 | $295,874 | $7,786iApproximate average salary by contribution assumption: employee only about $194,654 at 4% or $129,769 at 6%; with 50% employer match about $129,769 at 4% or $86,513 at 6%; with 100% employer match about $97,327 at 4% or $64,885 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PENSION PLAN | - | 33 | $2,177,422 | $562,000 | $17,030iApproximate average salary by contribution assumption: employee only about $425,758 at 4% or $283,838 at 6%; with 50% employer match about $283,838 at 4% or $189,226 at 6%; with 100% employer match about $212,879 at 4% or $141,919 at 6%. |
| 2022 | 2 | 38 | $4,919,783 | $745,972 | $19,631iApproximate average salary by contribution assumption: employee only about $490,771 at 4% or $327,181 at 6%; with 50% employer match about $327,181 at 4% or $218,120 at 6%; with 100% employer match about $245,386 at 4% or $163,590 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 38 | $3,419,290 | $403,972 | $10,631iApproximate average salary by contribution assumption: employee only about $265,771 at 4% or $177,181 at 6%; with 50% employer match about $177,181 at 4% or $118,120 at 6%; with 100% employer match about $132,886 at 4% or $88,590 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PENSION PLAN | - | 37 | $1,500,493 | $342,000 | $9,243iApproximate average salary by contribution assumption: employee only about $231,081 at 4% or $154,054 at 6%; with 50% employer match about $154,054 at 4% or $102,703 at 6%; with 100% employer match about $115,541 at 4% or $77,027 at 6%. |
| 2021 | 2 | 32 | $5,012,007 | $699,457 | $21,858iApproximate average salary by contribution assumption: employee only about $546,451 at 4% or $364,301 at 6%; with 50% employer match about $364,301 at 4% or $242,867 at 6%; with 100% employer match about $273,225 at 4% or $182,150 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 28 | $3,708,430 | $509,381 | $18,192iApproximate average salary by contribution assumption: employee only about $454,804 at 4% or $303,203 at 6%; with 50% employer match about $303,203 at 4% or $202,135 at 6%; with 100% employer match about $227,402 at 4% or $151,601 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PENSION PLAN | - | 32 | $1,303,577 | $190,076 | $5,940iApproximate average salary by contribution assumption: employee only about $148,497 at 4% or $98,998 at 6%; with 50% employer match about $98,998 at 4% or $65,999 at 6%; with 100% employer match about $74,248 at 4% or $49,499 at 6%. |
| 2020 | 2 | 32 | $3,945,294 | $458,270 | $14,321iApproximate average salary by contribution assumption: employee only about $358,023 at 4% or $238,682 at 6%; with 50% employer match about $238,682 at 4% or $159,122 at 6%; with 100% employer match about $179,012 at 4% or $119,341 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 31 | $2,855,359 | $266,233 | $8,588iApproximate average salary by contribution assumption: employee only about $214,704 at 4% or $143,136 at 6%; with 50% employer match about $143,136 at 4% or $95,424 at 6%; with 100% employer match about $107,352 at 4% or $71,568 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PENSION PLAN | - | 32 | $1,089,935 | $192,037 | $6,001iApproximate average salary by contribution assumption: employee only about $150,029 at 4% or $100,019 at 6%; with 50% employer match about $100,019 at 4% or $66,680 at 6%; with 100% employer match about $75,014 at 4% or $50,010 at 6%. |
| 2019 | 2 | 33 | $3,048,431 | $534,485 | $16,197iApproximate average salary by contribution assumption: employee only about $404,913 at 4% or $269,942 at 6%; with 50% employer match about $269,942 at 4% or $179,961 at 6%; with 100% employer match about $202,456 at 4% or $134,971 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 33 | $2,250,343 | $290,931 | $8,816iApproximate average salary by contribution assumption: employee only about $220,402 at 4% or $146,935 at 6%; with 50% employer match about $146,935 at 4% or $97,957 at 6%; with 100% employer match about $110,201 at 4% or $73,467 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PLAN | - | 31 | $798,088 | $243,554 | $7,857iApproximate average salary by contribution assumption: employee only about $196,415 at 4% or $130,943 at 6%; with 50% employer match about $130,943 at 4% or $87,295 at 6%; with 100% employer match about $98,207 at 4% or $65,472 at 6%. |
| 2018 | 2 | 33 | $2,136,289 | $487,892 | $14,785iApproximate average salary by contribution assumption: employee only about $369,615 at 4% or $246,410 at 6%; with 50% employer match about $246,410 at 4% or $164,273 at 6%; with 100% employer match about $184,808 at 4% or $123,205 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 33 | $1,629,947 | $225,097 | $6,821iApproximate average salary by contribution assumption: employee only about $170,528 at 4% or $113,685 at 6%; with 50% employer match about $113,685 at 4% or $75,790 at 6%; with 100% employer match about $85,264 at 4% or $56,843 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PLAN | - | 33 | $506,342 | $262,795 | $7,963iApproximate average salary by contribution assumption: employee only about $199,087 at 4% or $132,725 at 6%; with 50% employer match about $132,725 at 4% or $88,483 at 6%; with 100% employer match about $99,544 at 4% or $66,362 at 6%. |
| 2017 | 2 | 25 | $2,189,008 | $395,516 | $15,821iApproximate average salary by contribution assumption: employee only about $395,516 at 4% or $263,677 at 6%; with 50% employer match about $263,677 at 4% or $175,785 at 6%; with 100% employer match about $197,758 at 4% or $131,839 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 25 | $1,932,008 | $138,516 | $5,541iApproximate average salary by contribution assumption: employee only about $138,516 at 4% or $92,344 at 6%; with 50% employer match about $92,344 at 4% or $61,563 at 6%; with 100% employer match about $69,258 at 4% or $46,172 at 6%. |
| PAT MOONEY, INC. CASH BALANCE PLAN | - | 23 | $257,000 | $257,000 | $11,174iApproximate average salary by contribution assumption: employee only about $279,348 at 4% or $186,232 at 6%; with 50% employer match about $186,232 at 4% or $124,155 at 6%; with 100% employer match about $139,674 at 4% or $93,116 at 6%. |
| 2016 | 1 | 15 | $1,601,723 | $134,105 | $8,940iApproximate average salary by contribution assumption: employee only about $223,508 at 4% or $149,006 at 6%; with 50% employer match about $149,006 at 4% or $99,337 at 6%; with 100% employer match about $111,754 at 4% or $74,503 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 15 | $1,601,723 | $134,105 | $8,940iApproximate average salary by contribution assumption: employee only about $223,508 at 4% or $149,006 at 6%; with 50% employer match about $149,006 at 4% or $99,337 at 6%; with 100% employer match about $111,754 at 4% or $74,503 at 6%. |
| 2015 | 1 | 14 | $1,363,534 | $137,607 | $9,829iApproximate average salary by contribution assumption: employee only about $245,727 at 4% or $163,818 at 6%; with 50% employer match about $163,818 at 4% or $109,212 at 6%; with 100% employer match about $122,863 at 4% or $81,909 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 14 | $1,363,534 | $137,607 | $9,829iApproximate average salary by contribution assumption: employee only about $245,727 at 4% or $163,818 at 6%; with 50% employer match about $163,818 at 4% or $109,212 at 6%; with 100% employer match about $122,863 at 4% or $81,909 at 6%. |
| 2014 | 1 | 15 | $1,289,555 | $138,959 | $9,264iApproximate average salary by contribution assumption: employee only about $231,598 at 4% or $154,399 at 6%; with 50% employer match about $154,399 at 4% or $102,933 at 6%; with 100% employer match about $115,799 at 4% or $77,199 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 15 | $1,289,555 | $138,959 | $9,264iApproximate average salary by contribution assumption: employee only about $231,598 at 4% or $154,399 at 6%; with 50% employer match about $154,399 at 4% or $102,933 at 6%; with 100% employer match about $115,799 at 4% or $77,199 at 6%. |
| 2013 | 1 | 12 | $1,143,427 | $110,345 | $9,195iApproximate average salary by contribution assumption: employee only about $229,885 at 4% or $153,257 at 6%; with 50% employer match about $153,257 at 4% or $102,171 at 6%; with 100% employer match about $114,943 at 4% or $76,628 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 12 | $1,143,427 | $110,345 | $9,195iApproximate average salary by contribution assumption: employee only about $229,885 at 4% or $153,257 at 6%; with 50% employer match about $153,257 at 4% or $102,171 at 6%; with 100% employer match about $114,943 at 4% or $76,628 at 6%. |
| 2012 | 1 | 13 | $921,186 | $113,736 | $8,749iApproximate average salary by contribution assumption: employee only about $218,723 at 4% or $145,815 at 6%; with 50% employer match about $145,815 at 4% or $97,210 at 6%; with 100% employer match about $109,362 at 4% or $72,908 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 13 | $921,186 | $113,736 | $8,749iApproximate average salary by contribution assumption: employee only about $218,723 at 4% or $145,815 at 6%; with 50% employer match about $145,815 at 4% or $97,210 at 6%; with 100% employer match about $109,362 at 4% or $72,908 at 6%. |
| 2011 | 1 | 13 | $735,812 | $100,947 | $7,765iApproximate average salary by contribution assumption: employee only about $194,129 at 4% or $129,419 at 6%; with 50% employer match about $129,419 at 4% or $86,279 at 6%; with 100% employer match about $97,064 at 4% or $64,710 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 13 | $735,812 | $100,947 | $7,765iApproximate average salary by contribution assumption: employee only about $194,129 at 4% or $129,419 at 6%; with 50% employer match about $129,419 at 4% or $86,279 at 6%; with 100% employer match about $97,064 at 4% or $64,710 at 6%. |
| 2010 | 1 | 13 | $916,633 | $87,674 | $6,744iApproximate average salary by contribution assumption: employee only about $168,604 at 4% or $112,403 at 6%; with 50% employer match about $112,403 at 4% or $74,935 at 6%; with 100% employer match about $84,302 at 4% or $56,201 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 13 | $916,633 | $87,674 | $6,744iApproximate average salary by contribution assumption: employee only about $168,604 at 4% or $112,403 at 6%; with 50% employer match about $112,403 at 4% or $74,935 at 6%; with 100% employer match about $84,302 at 4% or $56,201 at 6%. |
| 2009 | 1 | 12 | $761,547 | $85,099 | $7,092iApproximate average salary by contribution assumption: employee only about $177,290 at 4% or $118,193 at 6%; with 50% employer match about $118,193 at 4% or $78,795 at 6%; with 100% employer match about $88,645 at 4% or $59,097 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 12 | $761,547 | $85,099 | $7,092iApproximate average salary by contribution assumption: employee only about $177,290 at 4% or $118,193 at 6%; with 50% employer match about $118,193 at 4% or $78,795 at 6%; with 100% employer match about $88,645 at 4% or $59,097 at 6%. |
| 2008 | 1 | 18 | $551,959 | $95,407 | $5,300iApproximate average salary by contribution assumption: employee only about $132,510 at 4% or $88,340 at 6%; with 50% employer match about $88,340 at 4% or $58,893 at 6%; with 100% employer match about $66,255 at 4% or $44,170 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 18 | $551,959 | $95,407 | $5,300iApproximate average salary by contribution assumption: employee only about $132,510 at 4% or $88,340 at 6%; with 50% employer match about $88,340 at 4% or $58,893 at 6%; with 100% employer match about $66,255 at 4% or $44,170 at 6%. |
| 2007 | 1 | 15 | $639,610 | $94,085 | $6,272iApproximate average salary by contribution assumption: employee only about $156,808 at 4% or $104,539 at 6%; with 50% employer match about $104,539 at 4% or $69,693 at 6%; with 100% employer match about $78,404 at 4% or $52,269 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 15 | $639,610 | $94,085 | $6,272iApproximate average salary by contribution assumption: employee only about $156,808 at 4% or $104,539 at 6%; with 50% employer match about $104,539 at 4% or $69,693 at 6%; with 100% employer match about $78,404 at 4% or $52,269 at 6%. |
| 2006 | 1 | 12 | $519,519 | $60,862 | $5,072iApproximate average salary by contribution assumption: employee only about $126,796 at 4% or $84,531 at 6%; with 50% employer match about $84,531 at 4% or $56,354 at 6%; with 100% employer match about $63,398 at 4% or $42,265 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 12 | $519,519 | $60,862 | $5,072iApproximate average salary by contribution assumption: employee only about $126,796 at 4% or $84,531 at 6%; with 50% employer match about $84,531 at 4% or $56,354 at 6%; with 100% employer match about $63,398 at 4% or $42,265 at 6%. |
| 2005 | 1 | 11 | $420,603 | $52,128 | $4,739iApproximate average salary by contribution assumption: employee only about $118,473 at 4% or $78,982 at 6%; with 50% employer match about $78,982 at 4% or $52,655 at 6%; with 100% employer match about $59,236 at 4% or $39,491 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 11 | $420,603 | $52,128 | $4,739iApproximate average salary by contribution assumption: employee only about $118,473 at 4% or $78,982 at 6%; with 50% employer match about $78,982 at 4% or $52,655 at 6%; with 100% employer match about $59,236 at 4% or $39,491 at 6%. |
| 2004 | 1 | 9 | $409,617 | $45,455 | $5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 9 | $409,617 | $45,455 | $5,051iApproximate average salary by contribution assumption: employee only about $126,264 at 4% or $84,176 at 6%; with 50% employer match about $84,176 at 4% or $56,117 at 6%; with 100% employer match about $63,132 at 4% or $42,088 at 6%. |
| 2003 | 1 | 9 | $341,791 | $51,404 | $5,712iApproximate average salary by contribution assumption: employee only about $142,789 at 4% or $95,193 at 6%; with 50% employer match about $95,193 at 4% or $63,462 at 6%; with 100% employer match about $71,394 at 4% or $47,596 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 9 | $341,791 | $51,404 | $5,712iApproximate average salary by contribution assumption: employee only about $142,789 at 4% or $95,193 at 6%; with 50% employer match about $95,193 at 4% or $63,462 at 6%; with 100% employer match about $71,394 at 4% or $47,596 at 6%. |
| 2002 | 1 | 10 | $268,589 | $99,983 | $9,998iApproximate average salary by contribution assumption: employee only about $249,957 at 4% or $166,638 at 6%; with 50% employer match about $166,638 at 4% or $111,092 at 6%; with 100% employer match about $124,979 at 4% or $83,319 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 10 | $268,589 | $99,983 | $9,998iApproximate average salary by contribution assumption: employee only about $249,957 at 4% or $166,638 at 6%; with 50% employer match about $166,638 at 4% or $111,092 at 6%; with 100% employer match about $124,979 at 4% or $83,319 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| PAT MOONEY, INC. RETIREMENT PLAN | - | 11 | - | - | - |
| 2000 | 1 | 8 | $183,201 | $14,650 | $1,831iApproximate average salary by contribution assumption: employee only about $45,781 at 4% or $30,521 at 6%; with 50% employer match about $30,521 at 4% or $20,347 at 6%; with 100% employer match about $22,891 at 4% or $15,260 at 6%. |
| PAT MOONEY, INC. RETIREMENT PLAN | - | 8 | $183,201 | $14,650 | $1,831iApproximate average salary by contribution assumption: employee only about $45,781 at 4% or $30,521 at 6%; with 50% employer match about $30,521 at 4% or $20,347 at 6%; with 100% employer match about $22,891 at 4% or $15,260 at 6%. |
| 1999 | 1 | 7 | $141,415 | $46,665 | $6,666iApproximate average salary by contribution assumption: employee only about $166,661 at 4% or $111,107 at 6%; with 50% employer match about $111,107 at 4% or $74,071 at 6%; with 100% employer match about $83,330 at 4% or $55,554 at 6%. |
| Pat Mooney Inc. Retirement Plan | - | 7 | $141,415 | $46,665 | $6,666iApproximate average salary by contribution assumption: employee only about $166,661 at 4% or $111,107 at 6%; with 50% employer match about $111,107 at 4% or $74,071 at 6%; with 100% employer match about $83,330 at 4% or $55,554 at 6%. |