Civic Intelligence

Dave Mosher & Associates Insurance

Plan context: Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan

EIN 39-1851162 • Monroe, WI • 18 filings • 2 plans

127 8th StreetMonroe, WI 53566
Current Snapshot

Latest Year

2016

2016 Participants

11

2016 Assets

$585,873

2016 Contributions

$36,266

Historical Graphs

Total Assets Over Time

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

$637,877$318,939$0199920082016YearValue
$585,873Latest year 2016

Participants Over Time

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

1680199920082016YearValue
11Latest year 2016

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
2016111$585,873$36,266$3,297iApproximate average salary by contribution assumption: employee only about $82,423 at 4% or $54,948 at 6%; with 50% employer match about $54,948 at 4% or $36,632 at 6%; with 100% employer match about $41,211 at 4% or $27,474 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-11$585,873$36,266$3,297iApproximate average salary by contribution assumption: employee only about $82,423 at 4% or $54,948 at 6%; with 50% employer match about $54,948 at 4% or $36,632 at 6%; with 100% employer match about $41,211 at 4% or $27,474 at 6%.
2015116$637,877$59,933$3,746iApproximate average salary by contribution assumption: employee only about $93,645 at 4% or $62,430 at 6%; with 50% employer match about $62,430 at 4% or $41,620 at 6%; with 100% employer match about $46,823 at 4% or $31,215 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-16$637,877$59,933$3,746iApproximate average salary by contribution assumption: employee only about $93,645 at 4% or $62,430 at 6%; with 50% employer match about $62,430 at 4% or $41,620 at 6%; with 100% employer match about $46,823 at 4% or $31,215 at 6%.
2014115$588,284$54,138$3,609iApproximate average salary by contribution assumption: employee only about $90,230 at 4% or $60,153 at 6%; with 50% employer match about $60,153 at 4% or $40,102 at 6%; with 100% employer match about $45,115 at 4% or $30,077 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-15$588,284$54,138$3,609iApproximate average salary by contribution assumption: employee only about $90,230 at 4% or $60,153 at 6%; with 50% employer match about $60,153 at 4% or $40,102 at 6%; with 100% employer match about $45,115 at 4% or $30,077 at 6%.
2013113$512,537$44,590$3,430iApproximate average salary by contribution assumption: employee only about $85,750 at 4% or $57,167 at 6%; with 50% employer match about $57,167 at 4% or $38,111 at 6%; with 100% employer match about $42,875 at 4% or $28,583 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-13$512,537$44,590$3,430iApproximate average salary by contribution assumption: employee only about $85,750 at 4% or $57,167 at 6%; with 50% employer match about $57,167 at 4% or $38,111 at 6%; with 100% employer match about $42,875 at 4% or $28,583 at 6%.
2012111$431,261$35,237$3,203iApproximate average salary by contribution assumption: employee only about $80,084 at 4% or $53,389 at 6%; with 50% employer match about $53,389 at 4% or $35,593 at 6%; with 100% employer match about $40,042 at 4% or $26,695 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-11$431,261$35,237$3,203iApproximate average salary by contribution assumption: employee only about $80,084 at 4% or $53,389 at 6%; with 50% employer match about $53,389 at 4% or $35,593 at 6%; with 100% employer match about $40,042 at 4% or $26,695 at 6%.
2011111$429,265$37,097$3,372iApproximate average salary by contribution assumption: employee only about $84,311 at 4% or $56,208 at 6%; with 50% employer match about $56,208 at 4% or $37,472 at 6%; with 100% employer match about $42,156 at 4% or $28,104 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-11$429,265$37,097$3,372iApproximate average salary by contribution assumption: employee only about $84,311 at 4% or $56,208 at 6%; with 50% employer match about $56,208 at 4% or $37,472 at 6%; with 100% employer match about $42,156 at 4% or $28,104 at 6%.
2010112$403,798$37,837$3,153iApproximate average salary by contribution assumption: employee only about $78,827 at 4% or $52,551 at 6%; with 50% employer match about $52,551 at 4% or $35,034 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-12$403,798$37,837$3,153iApproximate average salary by contribution assumption: employee only about $78,827 at 4% or $52,551 at 6%; with 50% employer match about $52,551 at 4% or $35,034 at 6%; with 100% employer match about $39,414 at 4% or $26,276 at 6%.
2009113$319,504$44,555$3,427iApproximate average salary by contribution assumption: employee only about $85,683 at 4% or $57,122 at 6%; with 50% employer match about $57,122 at 4% or $38,081 at 6%; with 100% employer match about $42,841 at 4% or $28,561 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-13$319,504$44,555$3,427iApproximate average salary by contribution assumption: employee only about $85,683 at 4% or $57,122 at 6%; with 50% employer match about $57,122 at 4% or $38,081 at 6%; with 100% employer match about $42,841 at 4% or $28,561 at 6%.
2008112$207,795$52,054$4,338iApproximate average salary by contribution assumption: employee only about $108,446 at 4% or $72,297 at 6%; with 50% employer match about $72,297 at 4% or $48,198 at 6%; with 100% employer match about $54,223 at 4% or $36,149 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-12$207,795$52,054$4,338iApproximate average salary by contribution assumption: employee only about $108,446 at 4% or $72,297 at 6%; with 50% employer match about $72,297 at 4% or $48,198 at 6%; with 100% employer match about $54,223 at 4% or $36,149 at 6%.
2007112$249,712$38,480$3,207iApproximate average salary by contribution assumption: employee only about $80,167 at 4% or $53,444 at 6%; with 50% employer match about $53,444 at 4% or $35,630 at 6%; with 100% employer match about $40,083 at 4% or $26,722 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-12$249,712$38,480$3,207iApproximate average salary by contribution assumption: employee only about $80,167 at 4% or $53,444 at 6%; with 50% employer match about $53,444 at 4% or $35,630 at 6%; with 100% employer match about $40,083 at 4% or $26,722 at 6%.
2006111$193,681$32,947$2,995iApproximate average salary by contribution assumption: employee only about $74,880 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-11$193,681$32,947$2,995iApproximate average salary by contribution assumption: employee only about $74,880 at 4% or $49,920 at 6%; with 50% employer match about $49,920 at 4% or $33,280 at 6%; with 100% employer match about $37,440 at 4% or $24,960 at 6%.
2005110$152,997$32,899$3,290iApproximate average salary by contribution assumption: employee only about $82,248 at 4% or $54,832 at 6%; with 50% employer match about $54,832 at 4% or $36,554 at 6%; with 100% employer match about $41,124 at 4% or $27,416 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-10$152,997$32,899$3,290iApproximate average salary by contribution assumption: employee only about $82,248 at 4% or $54,832 at 6%; with 50% employer match about $54,832 at 4% or $36,554 at 6%; with 100% employer match about $41,124 at 4% or $27,416 at 6%.
200419$110,446$24,059$2,673iApproximate average salary by contribution assumption: employee only about $66,831 at 4% or $44,554 at 6%; with 50% employer match about $44,554 at 4% or $29,702 at 6%; with 100% employer match about $33,415 at 4% or $22,277 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-9$110,446$24,059$2,673iApproximate average salary by contribution assumption: employee only about $66,831 at 4% or $44,554 at 6%; with 50% employer match about $44,554 at 4% or $29,702 at 6%; with 100% employer match about $33,415 at 4% or $22,277 at 6%.
200319$78,765$22,703$2,523iApproximate average salary by contribution assumption: employee only about $63,064 at 4% or $42,043 at 6%; with 50% employer match about $42,043 at 4% or $28,028 at 6%; with 100% employer match about $31,532 at 4% or $21,021 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-9$78,765$22,703$2,523iApproximate average salary by contribution assumption: employee only about $63,064 at 4% or $42,043 at 6%; with 50% employer match about $42,043 at 4% or $28,028 at 6%; with 100% employer match about $31,532 at 4% or $21,021 at 6%.
200215$45,999$13,739$2,748iApproximate average salary by contribution assumption: employee only about $68,695 at 4% or $45,797 at 6%; with 50% employer match about $45,797 at 4% or $30,531 at 6%; with 100% employer match about $34,348 at 4% or $22,898 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-5$45,999$13,739$2,748iApproximate average salary by contribution assumption: employee only about $68,695 at 4% or $45,797 at 6%; with 50% employer match about $45,797 at 4% or $30,531 at 6%; with 100% employer match about $34,348 at 4% or $22,898 at 6%.
200116$74,709$17,948$2,991iApproximate average salary by contribution assumption: employee only about $74,783 at 4% or $49,856 at 6%; with 50% employer match about $49,856 at 4% or $33,237 at 6%; with 100% employer match about $37,392 at 4% or $24,928 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-6$74,709$17,948$2,991iApproximate average salary by contribution assumption: employee only about $74,783 at 4% or $49,856 at 6%; with 50% employer match about $49,856 at 4% or $33,237 at 6%; with 100% employer match about $37,392 at 4% or $24,928 at 6%.
200016$67,325$18,600$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-6$67,325$18,600$3,100iApproximate average salary by contribution assumption: employee only about $77,500 at 4% or $51,667 at 6%; with 50% employer match about $51,667 at 4% or $34,444 at 6%; with 100% employer match about $38,750 at 4% or $25,833 at 6%.
199915$54,934$17,336$3,467iApproximate average salary by contribution assumption: employee only about $86,680 at 4% or $57,787 at 6%; with 50% employer match about $57,787 at 4% or $38,524 at 6%; with 100% employer match about $43,340 at 4% or $28,893 at 6%.
Dave Mosher & Associates Insurance Services Inc Retirement Savings Plan-5$54,934$17,336$3,467iApproximate average salary by contribution assumption: employee only about $86,680 at 4% or $57,787 at 6%; with 50% employer match about $57,787 at 4% or $38,524 at 6%; with 100% employer match about $43,340 at 4% or $28,893 at 6%.