Civic Intelligence

Momentum3 LLC

Plan context: Momentum3 401(K) Plan

EIN 46-5751594 • Tulsa, OK • 10 filings • 3 plans

5314 S. Yale Ave., Suite 420Tulsa, OK 74135
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$3,020,053

2024 Contributions

$415,841

Historical Graphs

Total Assets Over Time

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

$3,020,053$1,510,027$0201520202024YearValue
$3,020,053Latest year 2024

Participants Over Time

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

56280201520202024YearValue
56Latest 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
2024156$3,020,053$415,841$7,426iApproximate average salary by contribution assumption: employee only about $185,643 at 4% or $123,762 at 6%; with 50% employer match about $123,762 at 4% or $82,508 at 6%; with 100% employer match about $92,822 at 4% or $61,881 at 6%.
Momentum3 401(K) Plan-56$3,020,053$415,841$7,426iApproximate average salary by contribution assumption: employee only about $185,643 at 4% or $123,762 at 6%; with 50% employer match about $123,762 at 4% or $82,508 at 6%; with 100% employer match about $92,822 at 4% or $61,881 at 6%.
2023150$2,249,551$329,800$6,596iApproximate average salary by contribution assumption: employee only about $164,900 at 4% or $109,933 at 6%; with 50% employer match about $109,933 at 4% or $73,289 at 6%; with 100% employer match about $82,450 at 4% or $54,967 at 6%.
Momentum3 401(K) Plan-50$2,249,551$329,800$6,596iApproximate average salary by contribution assumption: employee only about $164,900 at 4% or $109,933 at 6%; with 50% employer match about $109,933 at 4% or $73,289 at 6%; with 100% employer match about $82,450 at 4% or $54,967 at 6%.
2022135$2,384,391$214,912$6,140iApproximate average salary by contribution assumption: employee only about $153,509 at 4% or $102,339 at 6%; with 50% employer match about $102,339 at 4% or $68,226 at 6%; with 100% employer match about $76,754 at 4% or $51,170 at 6%.
Momentum3 401(K) Plan-35$2,384,391$214,912$6,140iApproximate average salary by contribution assumption: employee only about $153,509 at 4% or $102,339 at 6%; with 50% employer match about $102,339 at 4% or $68,226 at 6%; with 100% employer match about $76,754 at 4% or $51,170 at 6%.
2021128$2,645,971$208,749$7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,255 at 6%; with 50% employer match about $124,255 at 4% or $82,837 at 6%; with 100% employer match about $93,192 at 4% or $62,128 at 6%.
Momentum3 401(K) Plan-28$2,645,971$208,749$7,455iApproximate average salary by contribution assumption: employee only about $186,383 at 4% or $124,255 at 6%; with 50% employer match about $124,255 at 4% or $82,837 at 6%; with 100% employer match about $93,192 at 4% or $62,128 at 6%.
2020127$2,057,243$1,124,832$41,660iApproximate average salary by contribution assumption: employee only about $1,041,511 at 4% or $694,341 at 6%; with 50% employer match about $694,341 at 4% or $462,894 at 6%; with 100% employer match about $520,756 at 4% or $347,170 at 6%.
Momentum3 401(K) Plan-27$2,057,243$1,124,832$41,660iApproximate average salary by contribution assumption: employee only about $1,041,511 at 4% or $694,341 at 6%; with 50% employer match about $694,341 at 4% or $462,894 at 6%; with 100% employer match about $520,756 at 4% or $347,170 at 6%.
2019116$668,031$81,699$5,106iApproximate average salary by contribution assumption: employee only about $127,655 at 4% or $85,103 at 6%; with 50% employer match about $85,103 at 4% or $56,735 at 6%; with 100% employer match about $63,827 at 4% or $42,552 at 6%.
Momentum3 401(K) Plan-16$668,031$81,699$5,106iApproximate average salary by contribution assumption: employee only about $127,655 at 4% or $85,103 at 6%; with 50% employer match about $85,103 at 4% or $56,735 at 6%; with 100% employer match about $63,827 at 4% or $42,552 at 6%.
2018115$598,611$99,787$6,652iApproximate average salary by contribution assumption: employee only about $166,312 at 4% or $110,874 at 6%; with 50% employer match about $110,874 at 4% or $73,916 at 6%; with 100% employer match about $83,156 at 4% or $55,437 at 6%.
Momentum3 401(K) Plan-15$598,611$99,787$6,652iApproximate average salary by contribution assumption: employee only about $166,312 at 4% or $110,874 at 6%; with 50% employer match about $110,874 at 4% or $73,916 at 6%; with 100% employer match about $83,156 at 4% or $55,437 at 6%.
201719$545,457$235,900$26,211iApproximate average salary by contribution assumption: employee only about $655,278 at 4% or $436,852 at 6%; with 50% employer match about $436,852 at 4% or $291,235 at 6%; with 100% employer match about $327,639 at 4% or $218,426 at 6%.
Momentum3 401(K) Plan-9$545,457$235,900$26,211iApproximate average salary by contribution assumption: employee only about $655,278 at 4% or $436,852 at 6%; with 50% employer match about $436,852 at 4% or $291,235 at 6%; with 100% employer match about $327,639 at 4% or $218,426 at 6%.
201618$249,125$57,105$7,138iApproximate average salary by contribution assumption: employee only about $178,453 at 4% or $118,969 at 6%; with 50% employer match about $118,969 at 4% or $79,313 at 6%; with 100% employer match about $89,227 at 4% or $59,484 at 6%.
Momentum3 401(K) Plan-8$249,125$57,105$7,138iApproximate average salary by contribution assumption: employee only about $178,453 at 4% or $118,969 at 6%; with 50% employer match about $118,969 at 4% or $79,313 at 6%; with 100% employer match about $89,227 at 4% or $59,484 at 6%.
201516$177,640$177,699$29,617iApproximate average salary by contribution assumption: employee only about $740,413 at 4% or $493,608 at 6%; with 50% employer match about $493,608 at 4% or $329,072 at 6%; with 100% employer match about $370,206 at 4% or $246,804 at 6%.
Momentum3 401(K) Plan-6$177,640$177,699$29,617iApproximate average salary by contribution assumption: employee only about $740,413 at 4% or $493,608 at 6%; with 50% employer match about $493,608 at 4% or $329,072 at 6%; with 100% employer match about $370,206 at 4% or $246,804 at 6%.