Civic Intelligence

Moller Financial Services

Plan context: Moller Financial Services 401(K) Profit Sharing Plan

EIN 36-3783682 • Northfield, IL • 17 filings • 3 plans

1 Northfield PlazaSuite 200Northfield, IL 60093
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$4,794,587

2024 Contributions

$278,169

Historical Graphs

Total Assets Over Time

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

$4,794,587$2,397,294$0200820162024YearValue
$4,794,587Latest year 2024

Participants Over Time

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

950200820162024YearValue
8Latest 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
202418$4,794,587$278,169$34,771iApproximate average salary by contribution assumption: employee only about $869,278 at 4% or $579,519 at 6%; with 50% employer match about $579,519 at 4% or $386,346 at 6%; with 100% employer match about $434,639 at 4% or $289,759 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-8$4,794,587$278,169$34,771iApproximate average salary by contribution assumption: employee only about $869,278 at 4% or $579,519 at 6%; with 50% employer match about $579,519 at 4% or $386,346 at 6%; with 100% employer match about $434,639 at 4% or $289,759 at 6%.
202318$4,221,986$185,210$23,151iApproximate average salary by contribution assumption: employee only about $578,781 at 4% or $385,854 at 6%; with 50% employer match about $385,854 at 4% or $257,236 at 6%; with 100% employer match about $289,391 at 4% or $192,927 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-8$4,221,986$185,210$23,151iApproximate average salary by contribution assumption: employee only about $578,781 at 4% or $385,854 at 6%; with 50% employer match about $385,854 at 4% or $257,236 at 6%; with 100% employer match about $289,391 at 4% or $192,927 at 6%.
202219$3,605,999$162,355$18,039iApproximate average salary by contribution assumption: employee only about $450,986 at 4% or $300,657 at 6%; with 50% employer match about $300,657 at 4% or $200,438 at 6%; with 100% employer match about $225,493 at 4% or $150,329 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-9$3,605,999$162,355$18,039iApproximate average salary by contribution assumption: employee only about $450,986 at 4% or $300,657 at 6%; with 50% employer match about $300,657 at 4% or $200,438 at 6%; with 100% employer match about $225,493 at 4% or $150,329 at 6%.
202118$3,794,231$201,451$25,181iApproximate average salary by contribution assumption: employee only about $629,534 at 4% or $419,690 at 6%; with 50% employer match about $419,690 at 4% or $279,793 at 6%; with 100% employer match about $314,767 at 4% or $209,845 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-8$3,794,231$201,451$25,181iApproximate average salary by contribution assumption: employee only about $629,534 at 4% or $419,690 at 6%; with 50% employer match about $419,690 at 4% or $279,793 at 6%; with 100% employer match about $314,767 at 4% or $209,845 at 6%.
202018$2,972,092$150,504$18,813iApproximate average salary by contribution assumption: employee only about $470,325 at 4% or $313,550 at 6%; with 50% employer match about $313,550 at 4% or $209,033 at 6%; with 100% employer match about $235,163 at 4% or $156,775 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-8$2,972,092$150,504$18,813iApproximate average salary by contribution assumption: employee only about $470,325 at 4% or $313,550 at 6%; with 50% employer match about $313,550 at 4% or $209,033 at 6%; with 100% employer match about $235,163 at 4% or $156,775 at 6%.
201918$2,560,971$402,287$50,286iApproximate average salary by contribution assumption: employee only about $1,257,147 at 4% or $838,098 at 6%; with 50% employer match about $838,098 at 4% or $558,732 at 6%; with 100% employer match about $628,573 at 4% or $419,049 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-8$2,560,971$402,287$50,286iApproximate average salary by contribution assumption: employee only about $1,257,147 at 4% or $838,098 at 6%; with 50% employer match about $838,098 at 4% or $558,732 at 6%; with 100% employer match about $628,573 at 4% or $419,049 at 6%.
201816$1,806,342$143,915$23,986iApproximate average salary by contribution assumption: employee only about $599,646 at 4% or $399,764 at 6%; with 50% employer match about $399,764 at 4% or $266,509 at 6%; with 100% employer match about $299,823 at 4% or $199,882 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-6$1,806,342$143,915$23,986iApproximate average salary by contribution assumption: employee only about $599,646 at 4% or $399,764 at 6%; with 50% employer match about $399,764 at 4% or $266,509 at 6%; with 100% employer match about $299,823 at 4% or $199,882 at 6%.
201717$2,123,304$180,758$25,823iApproximate average salary by contribution assumption: employee only about $645,564 at 4% or $430,376 at 6%; with 50% employer match about $430,376 at 4% or $286,917 at 6%; with 100% employer match about $322,782 at 4% or $215,188 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-7$2,123,304$180,758$25,823iApproximate average salary by contribution assumption: employee only about $645,564 at 4% or $430,376 at 6%; with 50% employer match about $430,376 at 4% or $286,917 at 6%; with 100% employer match about $322,782 at 4% or $215,188 at 6%.
201617$1,650,080$168,711$24,102iApproximate average salary by contribution assumption: employee only about $602,539 at 4% or $401,693 at 6%; with 50% employer match about $401,693 at 4% or $267,795 at 6%; with 100% employer match about $301,270 at 4% or $200,846 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-7$1,650,080$168,711$24,102iApproximate average salary by contribution assumption: employee only about $602,539 at 4% or $401,693 at 6%; with 50% employer match about $401,693 at 4% or $267,795 at 6%; with 100% employer match about $301,270 at 4% or $200,846 at 6%.
201517$1,328,767$186,526$26,647iApproximate average salary by contribution assumption: employee only about $666,164 at 4% or $444,110 at 6%; with 50% employer match about $444,110 at 4% or $296,073 at 6%; with 100% employer match about $333,082 at 4% or $222,055 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-7$1,328,767$186,526$26,647iApproximate average salary by contribution assumption: employee only about $666,164 at 4% or $444,110 at 6%; with 50% employer match about $444,110 at 4% or $296,073 at 6%; with 100% employer match about $333,082 at 4% or $222,055 at 6%.
201417$1,401,935$174,371$24,910iApproximate average salary by contribution assumption: employee only about $622,754 at 4% or $415,169 at 6%; with 50% employer match about $415,169 at 4% or $276,779 at 6%; with 100% employer match about $311,377 at 4% or $207,585 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-7$1,401,935$174,371$24,910iApproximate average salary by contribution assumption: employee only about $622,754 at 4% or $415,169 at 6%; with 50% employer match about $415,169 at 4% or $276,779 at 6%; with 100% employer match about $311,377 at 4% or $207,585 at 6%.
201317$1,200,079$162,448$23,207iApproximate average salary by contribution assumption: employee only about $580,171 at 4% or $386,781 at 6%; with 50% employer match about $386,781 at 4% or $257,854 at 6%; with 100% employer match about $290,086 at 4% or $193,390 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-7$1,200,079$162,448$23,207iApproximate average salary by contribution assumption: employee only about $580,171 at 4% or $386,781 at 6%; with 50% employer match about $386,781 at 4% or $257,854 at 6%; with 100% employer match about $290,086 at 4% or $193,390 at 6%.
201216$857,298$147,827$24,638iApproximate average salary by contribution assumption: employee only about $615,946 at 4% or $410,631 at 6%; with 50% employer match about $410,631 at 4% or $273,754 at 6%; with 100% employer match about $307,973 at 4% or $205,315 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-6$857,298$147,827$24,638iApproximate average salary by contribution assumption: employee only about $615,946 at 4% or $410,631 at 6%; with 50% employer match about $410,631 at 4% or $273,754 at 6%; with 100% employer match about $307,973 at 4% or $205,315 at 6%.
201116$667,081$136,570$22,762iApproximate average salary by contribution assumption: employee only about $569,042 at 4% or $379,361 at 6%; with 50% employer match about $379,361 at 4% or $252,907 at 6%; with 100% employer match about $284,521 at 4% or $189,681 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-6$667,081$136,570$22,762iApproximate average salary by contribution assumption: employee only about $569,042 at 4% or $379,361 at 6%; with 50% employer match about $379,361 at 4% or $252,907 at 6%; with 100% employer match about $284,521 at 4% or $189,681 at 6%.
201016$568,153$119,530$19,922iApproximate average salary by contribution assumption: employee only about $498,042 at 4% or $332,028 at 6%; with 50% employer match about $332,028 at 4% or $221,352 at 6%; with 100% employer match about $249,021 at 4% or $166,014 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-6$568,153$119,530$19,922iApproximate average salary by contribution assumption: employee only about $498,042 at 4% or $332,028 at 6%; with 50% employer match about $332,028 at 4% or $221,352 at 6%; with 100% employer match about $249,021 at 4% or $166,014 at 6%.
200916$364,024$97,975$16,329iApproximate average salary by contribution assumption: employee only about $408,229 at 4% or $272,153 at 6%; with 50% employer match about $272,153 at 4% or $181,435 at 6%; with 100% employer match about $204,115 at 4% or $136,076 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-6$364,024$97,975$16,329iApproximate average salary by contribution assumption: employee only about $408,229 at 4% or $272,153 at 6%; with 50% employer match about $272,153 at 4% or $181,435 at 6%; with 100% employer match about $204,115 at 4% or $136,076 at 6%.
200816$180,894$274,268$45,711iApproximate average salary by contribution assumption: employee only about $1,142,783 at 4% or $761,856 at 6%; with 50% employer match about $761,856 at 4% or $507,904 at 6%; with 100% employer match about $571,392 at 4% or $380,928 at 6%.
Moller Financial Services 401(K) Profit Sharing Plan-6$180,894$274,268$45,711iApproximate average salary by contribution assumption: employee only about $1,142,783 at 4% or $761,856 at 6%; with 50% employer match about $761,856 at 4% or $507,904 at 6%; with 100% employer match about $571,392 at 4% or $380,928 at 6%.