Civic Intelligence

Moisa & Associates

Plan context: Moisa & Lucero Retirement Plan

EIN 51-0488505 • 6 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$111,663

2008 Contributions

$31,789

Historical Graphs

Total Assets Over Time

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

$170,203$85,102$0200320062008YearValue
$111,663Latest year 2008

Participants Over Time

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

210200320062008YearValue
2Latest year 2008

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
200812$111,663$0-
Moisa & Lucero Retirement Plan-2$111,663--
200712$170,203$0-
Moisa & Lucero Retirement Plan-2$170,203--
200612$165,049$31,789$15,895iApproximate average salary by contribution assumption: employee only about $397,363 at 4% or $264,908 at 6%; with 50% employer match about $264,908 at 4% or $176,606 at 6%; with 100% employer match about $198,681 at 4% or $132,454 at 6%.
Moisa & Lucero Retirement Plan-2$165,049$31,789$15,895iApproximate average salary by contribution assumption: employee only about $397,363 at 4% or $264,908 at 6%; with 50% employer match about $264,908 at 4% or $176,606 at 6%; with 100% employer match about $198,681 at 4% or $132,454 at 6%.
200512$116,851$28,033$14,017iApproximate average salary by contribution assumption: employee only about $350,413 at 4% or $233,608 at 6%; with 50% employer match about $233,608 at 4% or $155,739 at 6%; with 100% employer match about $175,206 at 4% or $116,804 at 6%.
Moisa & Lucero Retirement Plan-2$116,851$28,033$14,017iApproximate average salary by contribution assumption: employee only about $350,413 at 4% or $233,608 at 6%; with 50% employer match about $233,608 at 4% or $155,739 at 6%; with 100% employer match about $175,206 at 4% or $116,804 at 6%.
200412$84,002$36,754$18,377iApproximate average salary by contribution assumption: employee only about $459,425 at 4% or $306,283 at 6%; with 50% employer match about $306,283 at 4% or $204,189 at 6%; with 100% employer match about $229,713 at 4% or $153,142 at 6%.
Moisa & Lucero Retirement Plan-2$84,002$36,754$18,377iApproximate average salary by contribution assumption: employee only about $459,425 at 4% or $306,283 at 6%; with 50% employer match about $306,283 at 4% or $204,189 at 6%; with 100% employer match about $229,713 at 4% or $153,142 at 6%.
200312$42,066$42,066$21,033iApproximate average salary by contribution assumption: employee only about $525,825 at 4% or $350,550 at 6%; with 50% employer match about $350,550 at 4% or $233,700 at 6%; with 100% employer match about $262,913 at 4% or $175,275 at 6%.
Moisa & Lucero Retirement Plan-2$42,066$42,066$21,033iApproximate average salary by contribution assumption: employee only about $525,825 at 4% or $350,550 at 6%; with 50% employer match about $350,550 at 4% or $233,700 at 6%; with 100% employer match about $262,913 at 4% or $175,275 at 6%.