Civic Intelligence

Moments & Occasions Inc.

Plan context: Moments & Occasions Inc. 401(K) Plan

EIN 47-3585476 • Beverly Hills, FL • 11 filings • 1 plans

6085 N Sultana TerBeverly Hills, FL 34465
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$265,788

2025 Contributions

$21,518

Historical Graphs

Total Assets Over Time

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

$265,788$132,894$0201520202025YearValue
$265,788Latest year 2025

Participants Over Time

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

320201620212025YearValue
3Latest year 2025

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
202513$265,788$21,518$7,173iApproximate average salary by contribution assumption: employee only about $179,317 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%.
Moments & Occasions Inc. 401(K) Plan-3$265,788$21,518$7,173iApproximate average salary by contribution assumption: employee only about $179,317 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%.
202413$214,317$40,191$13,397iApproximate average salary by contribution assumption: employee only about $334,925 at 4% or $223,283 at 6%; with 50% employer match about $223,283 at 4% or $148,856 at 6%; with 100% employer match about $167,463 at 4% or $111,642 at 6%.
Moments & Occasions Inc. 401(K) Plan-3$214,317$40,191$13,397iApproximate average salary by contribution assumption: employee only about $334,925 at 4% or $223,283 at 6%; with 50% employer match about $223,283 at 4% or $148,856 at 6%; with 100% employer match about $167,463 at 4% or $111,642 at 6%.
202312$190,792$36,600$18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%.
Moments & Occasions Inc. 401(K) Plan-2$190,792$36,600$18,300iApproximate average salary by contribution assumption: employee only about $457,500 at 4% or $305,000 at 6%; with 50% employer match about $305,000 at 4% or $203,333 at 6%; with 100% employer match about $228,750 at 4% or $152,500 at 6%.
202212$130,647$32,045$16,023iApproximate average salary by contribution assumption: employee only about $400,563 at 4% or $267,042 at 6%; with 50% employer match about $267,042 at 4% or $178,028 at 6%; with 100% employer match about $200,281 at 4% or $133,521 at 6%.
Moments & Occasions Inc. 401(K) Plan-2$130,647$32,045$16,023iApproximate average salary by contribution assumption: employee only about $400,563 at 4% or $267,042 at 6%; with 50% employer match about $267,042 at 4% or $178,028 at 6%; with 100% employer match about $200,281 at 4% or $133,521 at 6%.
202112$150,474$40,491$20,246iApproximate average salary by contribution assumption: employee only about $506,138 at 4% or $337,425 at 6%; with 50% employer match about $337,425 at 4% or $224,950 at 6%; with 100% employer match about $253,069 at 4% or $168,713 at 6%.
Moments & Occasions Inc. 401(K) Plan-2$150,474$40,491$20,246iApproximate average salary by contribution assumption: employee only about $506,138 at 4% or $337,425 at 6%; with 50% employer match about $337,425 at 4% or $224,950 at 6%; with 100% employer match about $253,069 at 4% or $168,713 at 6%.
202012$96,651$8,772$4,386iApproximate average salary by contribution assumption: employee only about $109,650 at 4% or $73,100 at 6%; with 50% employer match about $73,100 at 4% or $48,733 at 6%; with 100% employer match about $54,825 at 4% or $36,550 at 6%.
Moments & Occasions Inc. 401(K) Plan-2$96,651$8,772$4,386iApproximate average salary by contribution assumption: employee only about $109,650 at 4% or $73,100 at 6%; with 50% employer match about $73,100 at 4% or $48,733 at 6%; with 100% employer match about $54,825 at 4% or $36,550 at 6%.
201912$76,948$14,905$7,453iApproximate average salary by contribution assumption: employee only about $186,313 at 4% or $124,208 at 6%; with 50% employer match about $124,208 at 4% or $82,806 at 6%; with 100% employer match about $93,156 at 4% or $62,104 at 6%.
Moments & Occasions Inc. 401(K) Plan-2$76,948$14,905$7,453iApproximate average salary by contribution assumption: employee only about $186,313 at 4% or $124,208 at 6%; with 50% employer match about $124,208 at 4% or $82,806 at 6%; with 100% employer match about $93,156 at 4% or $62,104 at 6%.
201811$51,779$10,140$10,140iApproximate average salary by contribution assumption: employee only about $253,500 at 4% or $169,000 at 6%; with 50% employer match about $169,000 at 4% or $112,667 at 6%; with 100% employer match about $126,750 at 4% or $84,500 at 6%.
Moments & Occasions Inc. 401(K) Plan-1$51,779$10,140$10,140iApproximate average salary by contribution assumption: employee only about $253,500 at 4% or $169,000 at 6%; with 50% employer match about $169,000 at 4% or $112,667 at 6%; with 100% employer match about $126,750 at 4% or $84,500 at 6%.
201711$42,713$13,540$13,540iApproximate average salary by contribution assumption: employee only about $338,500 at 4% or $225,667 at 6%; with 50% employer match about $225,667 at 4% or $150,444 at 6%; with 100% employer match about $169,250 at 4% or $112,833 at 6%.
Moments & Occasions Inc. 401(K) Plan-1$42,713$13,540$13,540iApproximate average salary by contribution assumption: employee only about $338,500 at 4% or $225,667 at 6%; with 50% employer match about $225,667 at 4% or $150,444 at 6%; with 100% employer match about $169,250 at 4% or $112,833 at 6%.
201611$42,346$34,100$34,100iApproximate average salary by contribution assumption: employee only about $852,500 at 4% or $568,333 at 6%; with 50% employer match about $568,333 at 4% or $378,889 at 6%; with 100% employer match about $426,250 at 4% or $284,167 at 6%.
Moments & Occasions Inc. 401(K) Plan-1$42,346$34,100$34,100iApproximate average salary by contribution assumption: employee only about $852,500 at 4% or $568,333 at 6%; with 50% employer match about $568,333 at 4% or $378,889 at 6%; with 100% employer match about $426,250 at 4% or $284,167 at 6%.
201510$5,406$5,500-
Moments & Occasions Inc. 401(K) Plan-0$5,406$5,500-