Civic Intelligence

Jordan Mozer & Associates Ltd

Plan context: Jordan Mozer & Associates Ltd 401K Plan

EIN 36-3479308 • Chicago, IL • 26 filings • 6 plans

320 N LaflinChicago, IL 60607
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$291,229

2024 Contributions

$1,979

Historical Graphs

Total Assets Over Time

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

$1,134,753$567,377$0199920122024YearValue
$291,229Latest year 2024

Participants Over Time

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

1890199920122024YearValue
3Latest 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
202413$291,229$0-
Jordan Mozer & Associates Ltd 401K Plan-3$291,229--
202315$592,611$1,979$396iApproximate average salary by contribution assumption: employee only about $9,895 at 4% or $6,597 at 6%; with 50% employer match about $6,597 at 4% or $4,398 at 6%; with 100% employer match about $4,948 at 4% or $3,298 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-5$592,611$1,979$396iApproximate average salary by contribution assumption: employee only about $9,895 at 4% or $6,597 at 6%; with 50% employer match about $6,597 at 4% or $4,398 at 6%; with 100% employer match about $4,948 at 4% or $3,298 at 6%.
202215$493,028$5,705$1,141iApproximate average salary by contribution assumption: employee only about $28,525 at 4% or $19,017 at 6%; with 50% employer match about $19,017 at 4% or $12,678 at 6%; with 100% employer match about $14,263 at 4% or $9,508 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-5$493,028$5,705$1,141iApproximate average salary by contribution assumption: employee only about $28,525 at 4% or $19,017 at 6%; with 50% employer match about $19,017 at 4% or $12,678 at 6%; with 100% employer match about $14,263 at 4% or $9,508 at 6%.
202115$761,178$11,633$2,327iApproximate average salary by contribution assumption: employee only about $58,165 at 4% or $38,777 at 6%; with 50% employer match about $38,777 at 4% or $25,851 at 6%; with 100% employer match about $29,083 at 4% or $19,388 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-5$761,178$11,633$2,327iApproximate average salary by contribution assumption: employee only about $58,165 at 4% or $38,777 at 6%; with 50% employer match about $38,777 at 4% or $25,851 at 6%; with 100% employer match about $29,083 at 4% or $19,388 at 6%.
202015$675,145$18,652$3,730iApproximate average salary by contribution assumption: employee only about $93,260 at 4% or $62,173 at 6%; with 50% employer match about $62,173 at 4% or $41,449 at 6%; with 100% employer match about $46,630 at 4% or $31,087 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-5$675,145$18,652$3,730iApproximate average salary by contribution assumption: employee only about $93,260 at 4% or $62,173 at 6%; with 50% employer match about $62,173 at 4% or $41,449 at 6%; with 100% employer match about $46,630 at 4% or $31,087 at 6%.
201916$650,042$40,567$6,761iApproximate average salary by contribution assumption: employee only about $169,029 at 4% or $112,686 at 6%; with 50% employer match about $112,686 at 4% or $75,124 at 6%; with 100% employer match about $84,515 at 4% or $56,343 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-6$650,042$40,567$6,761iApproximate average salary by contribution assumption: employee only about $169,029 at 4% or $112,686 at 6%; with 50% employer match about $112,686 at 4% or $75,124 at 6%; with 100% employer match about $84,515 at 4% or $56,343 at 6%.
201816$837,394$35,927$5,988iApproximate average salary by contribution assumption: employee only about $149,696 at 4% or $99,797 at 6%; with 50% employer match about $99,797 at 4% or $66,531 at 6%; with 100% employer match about $74,848 at 4% or $49,899 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-6$837,394$35,927$5,988iApproximate average salary by contribution assumption: employee only about $149,696 at 4% or $99,797 at 6%; with 50% employer match about $99,797 at 4% or $66,531 at 6%; with 100% employer match about $74,848 at 4% or $49,899 at 6%.
201717$987,664$10,014$1,431iApproximate average salary by contribution assumption: employee only about $35,764 at 4% or $23,843 at 6%; with 50% employer match about $23,843 at 4% or $15,895 at 6%; with 100% employer match about $17,882 at 4% or $11,921 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-7$987,664$10,014$1,431iApproximate average salary by contribution assumption: employee only about $35,764 at 4% or $23,843 at 6%; with 50% employer match about $23,843 at 4% or $15,895 at 6%; with 100% employer match about $17,882 at 4% or $11,921 at 6%.
201617$1,134,753$29,543$4,220iApproximate average salary by contribution assumption: employee only about $105,511 at 4% or $70,340 at 6%; with 50% employer match about $70,340 at 4% or $46,894 at 6%; with 100% employer match about $52,755 at 4% or $35,170 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-7$1,134,753$29,543$4,220iApproximate average salary by contribution assumption: employee only about $105,511 at 4% or $70,340 at 6%; with 50% employer match about $70,340 at 4% or $46,894 at 6%; with 100% employer match about $52,755 at 4% or $35,170 at 6%.
201517$1,046,742$33,523$4,789iApproximate average salary by contribution assumption: employee only about $119,725 at 4% or $79,817 at 6%; with 50% employer match about $79,817 at 4% or $53,211 at 6%; with 100% employer match about $59,863 at 4% or $39,908 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-7$1,046,742$33,523$4,789iApproximate average salary by contribution assumption: employee only about $119,725 at 4% or $79,817 at 6%; with 50% employer match about $79,817 at 4% or $53,211 at 6%; with 100% employer match about $59,863 at 4% or $39,908 at 6%.
201418$1,062,443$36,215$4,527iApproximate average salary by contribution assumption: employee only about $113,172 at 4% or $75,448 at 6%; with 50% employer match about $75,448 at 4% or $50,299 at 6%; with 100% employer match about $56,586 at 4% or $37,724 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-8$1,062,443$36,215$4,527iApproximate average salary by contribution assumption: employee only about $113,172 at 4% or $75,448 at 6%; with 50% employer match about $75,448 at 4% or $50,299 at 6%; with 100% employer match about $56,586 at 4% or $37,724 at 6%.
201318$978,499$34,125$4,266iApproximate average salary by contribution assumption: employee only about $106,641 at 4% or $71,094 at 6%; with 50% employer match about $71,094 at 4% or $47,396 at 6%; with 100% employer match about $53,320 at 4% or $35,547 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-8$978,499$34,125$4,266iApproximate average salary by contribution assumption: employee only about $106,641 at 4% or $71,094 at 6%; with 50% employer match about $71,094 at 4% or $47,396 at 6%; with 100% employer match about $53,320 at 4% or $35,547 at 6%.
201218$758,455$45,602$5,700iApproximate average salary by contribution assumption: employee only about $142,506 at 4% or $95,004 at 6%; with 50% employer match about $95,004 at 4% or $63,336 at 6%; with 100% employer match about $71,253 at 4% or $47,502 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-8$758,455$45,602$5,700iApproximate average salary by contribution assumption: employee only about $142,506 at 4% or $95,004 at 6%; with 50% employer match about $95,004 at 4% or $63,336 at 6%; with 100% employer match about $71,253 at 4% or $47,502 at 6%.
2011110$658,229$34,357$3,436iApproximate average salary by contribution assumption: employee only about $85,893 at 4% or $57,262 at 6%; with 50% employer match about $57,262 at 4% or $38,174 at 6%; with 100% employer match about $42,946 at 4% or $28,631 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-10$658,229$34,357$3,436iApproximate average salary by contribution assumption: employee only about $85,893 at 4% or $57,262 at 6%; with 50% employer match about $57,262 at 4% or $38,174 at 6%; with 100% employer match about $42,946 at 4% or $28,631 at 6%.
2010111$662,564$51,978$4,725iApproximate average salary by contribution assumption: employee only about $118,132 at 4% or $78,755 at 6%; with 50% employer match about $78,755 at 4% or $52,503 at 6%; with 100% employer match about $59,066 at 4% or $39,377 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-11$662,564$51,978$4,725iApproximate average salary by contribution assumption: employee only about $118,132 at 4% or $78,755 at 6%; with 50% employer match about $78,755 at 4% or $52,503 at 6%; with 100% employer match about $59,066 at 4% or $39,377 at 6%.
2009114$630,135$40,054$2,861iApproximate average salary by contribution assumption: employee only about $71,525 at 4% or $47,683 at 6%; with 50% employer match about $47,683 at 4% or $31,789 at 6%; with 100% employer match about $35,763 at 4% or $23,842 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-14$630,135$40,054$2,861iApproximate average salary by contribution assumption: employee only about $71,525 at 4% or $47,683 at 6%; with 50% employer match about $47,683 at 4% or $31,789 at 6%; with 100% employer match about $35,763 at 4% or $23,842 at 6%.
2008112$536,061$83,258$6,938iApproximate average salary by contribution assumption: employee only about $173,454 at 4% or $115,636 at 6%; with 50% employer match about $115,636 at 4% or $77,091 at 6%; with 100% employer match about $86,727 at 4% or $57,818 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-12$536,061$83,258$6,938iApproximate average salary by contribution assumption: employee only about $173,454 at 4% or $115,636 at 6%; with 50% employer match about $115,636 at 4% or $77,091 at 6%; with 100% employer match about $86,727 at 4% or $57,818 at 6%.
2007111$712,401$32,949$2,995iApproximate average salary by contribution assumption: employee only about $74,884 at 4% or $49,923 at 6%; with 50% employer match about $49,923 at 4% or $33,282 at 6%; with 100% employer match about $37,442 at 4% or $24,961 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-11$712,401$32,949$2,995iApproximate average salary by contribution assumption: employee only about $74,884 at 4% or $49,923 at 6%; with 50% employer match about $49,923 at 4% or $33,282 at 6%; with 100% employer match about $37,442 at 4% or $24,961 at 6%.
200616$650,235$31,597$5,266iApproximate average salary by contribution assumption: employee only about $131,654 at 4% or $87,769 at 6%; with 50% employer match about $87,769 at 4% or $58,513 at 6%; with 100% employer match about $65,827 at 4% or $43,885 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-6$650,235$31,597$5,266iApproximate average salary by contribution assumption: employee only about $131,654 at 4% or $87,769 at 6%; with 50% employer match about $87,769 at 4% or $58,513 at 6%; with 100% employer match about $65,827 at 4% or $43,885 at 6%.
200517$569,797$39,650$5,664iApproximate average salary by contribution assumption: employee only about $141,607 at 4% or $94,405 at 6%; with 50% employer match about $94,405 at 4% or $62,937 at 6%; with 100% employer match about $70,804 at 4% or $47,202 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-7$569,797$39,650$5,664iApproximate average salary by contribution assumption: employee only about $141,607 at 4% or $94,405 at 6%; with 50% employer match about $94,405 at 4% or $62,937 at 6%; with 100% employer match about $70,804 at 4% or $47,202 at 6%.
200417$512,196$38,803$5,543iApproximate average salary by contribution assumption: employee only about $138,582 at 4% or $92,388 at 6%; with 50% employer match about $92,388 at 4% or $61,592 at 6%; with 100% employer match about $69,291 at 4% or $46,194 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-7$512,196$38,803$5,543iApproximate average salary by contribution assumption: employee only about $138,582 at 4% or $92,388 at 6%; with 50% employer match about $92,388 at 4% or $61,592 at 6%; with 100% employer match about $69,291 at 4% or $46,194 at 6%.
200318$445,940$47,571$5,946iApproximate average salary by contribution assumption: employee only about $148,659 at 4% or $99,106 at 6%; with 50% employer match about $99,106 at 4% or $66,071 at 6%; with 100% employer match about $74,330 at 4% or $49,553 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-8$445,940$47,571$5,946iApproximate average salary by contribution assumption: employee only about $148,659 at 4% or $99,106 at 6%; with 50% employer match about $99,106 at 4% or $66,071 at 6%; with 100% employer match about $74,330 at 4% or $49,553 at 6%.
200210$375,415$50,950-
Jordan Mozer & Associates Ltd 401K Plan-0$375,415$50,950-
2001114$404,181$51,469$3,676iApproximate average salary by contribution assumption: employee only about $91,909 at 4% or $61,273 at 6%; with 50% employer match about $61,273 at 4% or $40,848 at 6%; with 100% employer match about $45,954 at 4% or $30,636 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-14$404,181$51,469$3,676iApproximate average salary by contribution assumption: employee only about $91,909 at 4% or $61,273 at 6%; with 50% employer match about $61,273 at 4% or $40,848 at 6%; with 100% employer match about $45,954 at 4% or $30,636 at 6%.
2000115$454,942$59,806$3,987iApproximate average salary by contribution assumption: employee only about $99,677 at 4% or $66,451 at 6%; with 50% employer match about $66,451 at 4% or $44,301 at 6%; with 100% employer match about $49,838 at 4% or $33,226 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-15$454,942$59,806$3,987iApproximate average salary by contribution assumption: employee only about $99,677 at 4% or $66,451 at 6%; with 50% employer match about $66,451 at 4% or $44,301 at 6%; with 100% employer match about $49,838 at 4% or $33,226 at 6%.
1999118$560,839$61,528$3,418iApproximate average salary by contribution assumption: employee only about $85,456 at 4% or $56,970 at 6%; with 50% employer match about $56,970 at 4% or $37,980 at 6%; with 100% employer match about $42,728 at 4% or $28,485 at 6%.
Jordan Mozer & Associates Ltd 401K Plan-18$560,839$61,528$3,418iApproximate average salary by contribution assumption: employee only about $85,456 at 4% or $56,970 at 6%; with 50% employer match about $56,970 at 4% or $37,980 at 6%; with 100% employer match about $42,728 at 4% or $28,485 at 6%.