Civic Intelligence

James Moen, M.D.

Plan context: James Moen, M.D. Self-Employed Profit Sharing Plan

EIN 52-1456320 • Lavale, MD • 28 filings • 3 plans

1068 National HighwayLavale, MD 21502
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$3,758,530

2023 Contributions

$30,913

Historical Graphs

Total Assets Over Time

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

$4,566,290$2,283,145$0199920122022YearValue
$3,758,530Latest year 2022

Participants Over Time

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

320199920112022YearValue
3Latest year 2022

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
202310$0$0-
James Moen, M.D. Self-Employed Profit Sharing Plan-0$0$0-
202213$3,758,530$30,913$10,304iApproximate average salary by contribution assumption: employee only about $257,608 at 4% or $171,739 at 6%; with 50% employer match about $171,739 at 4% or $114,493 at 6%; with 100% employer match about $128,804 at 4% or $85,869 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$3,758,530$30,913$10,304iApproximate average salary by contribution assumption: employee only about $257,608 at 4% or $171,739 at 6%; with 50% employer match about $171,739 at 4% or $114,493 at 6%; with 100% employer match about $128,804 at 4% or $85,869 at 6%.
202113$4,566,290$37,700$12,567iApproximate average salary by contribution assumption: employee only about $314,167 at 4% or $209,444 at 6%; with 50% employer match about $209,444 at 4% or $139,630 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$4,566,290$37,700$12,567iApproximate average salary by contribution assumption: employee only about $314,167 at 4% or $209,444 at 6%; with 50% employer match about $209,444 at 4% or $139,630 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
202013$3,864,545$35,110$11,703iApproximate average salary by contribution assumption: employee only about $292,583 at 4% or $195,056 at 6%; with 50% employer match about $195,056 at 4% or $130,037 at 6%; with 100% employer match about $146,292 at 4% or $97,528 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$3,864,545$35,110$11,703iApproximate average salary by contribution assumption: employee only about $292,583 at 4% or $195,056 at 6%; with 50% employer match about $195,056 at 4% or $130,037 at 6%; with 100% employer match about $146,292 at 4% or $97,528 at 6%.
201913$3,238,992$43,459$14,486iApproximate average salary by contribution assumption: employee only about $362,158 at 4% or $241,439 at 6%; with 50% employer match about $241,439 at 4% or $160,959 at 6%; with 100% employer match about $181,079 at 4% or $120,719 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$3,238,992$43,459$14,486iApproximate average salary by contribution assumption: employee only about $362,158 at 4% or $241,439 at 6%; with 50% employer match about $241,439 at 4% or $160,959 at 6%; with 100% employer match about $181,079 at 4% or $120,719 at 6%.
201813$2,586,620$43,675$14,558iApproximate average salary by contribution assumption: employee only about $363,958 at 4% or $242,639 at 6%; with 50% employer match about $242,639 at 4% or $161,759 at 6%; with 100% employer match about $181,979 at 4% or $121,319 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$2,586,620$43,675$14,558iApproximate average salary by contribution assumption: employee only about $363,958 at 4% or $242,639 at 6%; with 50% employer match about $242,639 at 4% or $161,759 at 6%; with 100% employer match about $181,979 at 4% or $121,319 at 6%.
201713$2,772,888$48,049$16,016iApproximate average salary by contribution assumption: employee only about $400,408 at 4% or $266,939 at 6%; with 50% employer match about $266,939 at 4% or $177,959 at 6%; with 100% employer match about $200,204 at 4% or $133,469 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$2,772,888$48,049$16,016iApproximate average salary by contribution assumption: employee only about $400,408 at 4% or $266,939 at 6%; with 50% employer match about $266,939 at 4% or $177,959 at 6%; with 100% employer match about $200,204 at 4% or $133,469 at 6%.
201613$2,291,319$55,123$18,374iApproximate average salary by contribution assumption: employee only about $459,358 at 4% or $306,239 at 6%; with 50% employer match about $306,239 at 4% or $204,159 at 6%; with 100% employer match about $229,679 at 4% or $153,119 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$2,291,319$55,123$18,374iApproximate average salary by contribution assumption: employee only about $459,358 at 4% or $306,239 at 6%; with 50% employer match about $306,239 at 4% or $204,159 at 6%; with 100% employer match about $229,679 at 4% or $153,119 at 6%.
201513$2,021,835$51,223$17,074iApproximate average salary by contribution assumption: employee only about $426,858 at 4% or $284,572 at 6%; with 50% employer match about $284,572 at 4% or $189,715 at 6%; with 100% employer match about $213,429 at 4% or $142,286 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$2,021,835$51,223$17,074iApproximate average salary by contribution assumption: employee only about $426,858 at 4% or $284,572 at 6%; with 50% employer match about $284,572 at 4% or $189,715 at 6%; with 100% employer match about $213,429 at 4% or $142,286 at 6%.
201413$2,058,933$49,863$16,621iApproximate average salary by contribution assumption: employee only about $415,525 at 4% or $277,017 at 6%; with 50% employer match about $277,017 at 4% or $184,678 at 6%; with 100% employer match about $207,763 at 4% or $138,508 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$2,058,933$49,863$16,621iApproximate average salary by contribution assumption: employee only about $415,525 at 4% or $277,017 at 6%; with 50% employer match about $277,017 at 4% or $184,678 at 6%; with 100% employer match about $207,763 at 4% or $138,508 at 6%.
201313$1,843,018$50,945$16,982iApproximate average salary by contribution assumption: employee only about $424,542 at 4% or $283,028 at 6%; with 50% employer match about $283,028 at 4% or $188,685 at 6%; with 100% employer match about $212,271 at 4% or $141,514 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$1,843,018$50,945$16,982iApproximate average salary by contribution assumption: employee only about $424,542 at 4% or $283,028 at 6%; with 50% employer match about $283,028 at 4% or $188,685 at 6%; with 100% employer match about $212,271 at 4% or $141,514 at 6%.
201213$1,389,977$50,950$16,983iApproximate average salary by contribution assumption: employee only about $424,583 at 4% or $283,056 at 6%; with 50% employer match about $283,056 at 4% or $188,704 at 6%; with 100% employer match about $212,292 at 4% or $141,528 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$1,389,977$50,950$16,983iApproximate average salary by contribution assumption: employee only about $424,583 at 4% or $283,056 at 6%; with 50% employer match about $283,056 at 4% or $188,704 at 6%; with 100% employer match about $212,292 at 4% or $141,528 at 6%.
201113$1,195,167$36,440$12,147iApproximate average salary by contribution assumption: employee only about $303,667 at 4% or $202,444 at 6%; with 50% employer match about $202,444 at 4% or $134,963 at 6%; with 100% employer match about $151,833 at 4% or $101,222 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$1,195,167$36,440$12,147iApproximate average salary by contribution assumption: employee only about $303,667 at 4% or $202,444 at 6%; with 50% employer match about $202,444 at 4% or $134,963 at 6%; with 100% employer match about $151,833 at 4% or $101,222 at 6%.
201013$1,166,059$44,977$14,992iApproximate average salary by contribution assumption: employee only about $374,808 at 4% or $249,872 at 6%; with 50% employer match about $249,872 at 4% or $166,581 at 6%; with 100% employer match about $187,404 at 4% or $124,936 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$1,166,059$44,977$14,992iApproximate average salary by contribution assumption: employee only about $374,808 at 4% or $249,872 at 6%; with 50% employer match about $249,872 at 4% or $166,581 at 6%; with 100% employer match about $187,404 at 4% or $124,936 at 6%.
200913$964,796$36,706$12,235iApproximate average salary by contribution assumption: employee only about $305,883 at 4% or $203,922 at 6%; with 50% employer match about $203,922 at 4% or $135,948 at 6%; with 100% employer match about $152,942 at 4% or $101,961 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$964,796$36,706$12,235iApproximate average salary by contribution assumption: employee only about $305,883 at 4% or $203,922 at 6%; with 50% employer match about $203,922 at 4% or $135,948 at 6%; with 100% employer match about $152,942 at 4% or $101,961 at 6%.
200813$694,839$46,676$15,559iApproximate average salary by contribution assumption: employee only about $388,967 at 4% or $259,311 at 6%; with 50% employer match about $259,311 at 4% or $172,874 at 6%; with 100% employer match about $194,483 at 4% or $129,656 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$694,839$46,676$15,559iApproximate average salary by contribution assumption: employee only about $388,967 at 4% or $259,311 at 6%; with 50% employer match about $259,311 at 4% or $172,874 at 6%; with 100% employer match about $194,483 at 4% or $129,656 at 6%.
200713$0$0-
James Moen, M.D. Self-Employed Profit Sharing Plan-3---
200613$1,113,259$36,313$12,104iApproximate average salary by contribution assumption: employee only about $302,608 at 4% or $201,739 at 6%; with 50% employer match about $201,739 at 4% or $134,493 at 6%; with 100% employer match about $151,304 at 4% or $100,869 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$1,113,259$36,313$12,104iApproximate average salary by contribution assumption: employee only about $302,608 at 4% or $201,739 at 6%; with 50% employer match about $201,739 at 4% or $134,493 at 6%; with 100% employer match about $151,304 at 4% or $100,869 at 6%.
200513$971,799$39,300$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$971,799$39,300$13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%.
200413$879,261$38,259$12,753iApproximate average salary by contribution assumption: employee only about $318,825 at 4% or $212,550 at 6%; with 50% employer match about $212,550 at 4% or $141,700 at 6%; with 100% employer match about $159,413 at 4% or $106,275 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$879,261$38,259$12,753iApproximate average salary by contribution assumption: employee only about $318,825 at 4% or $212,550 at 6%; with 50% employer match about $212,550 at 4% or $141,700 at 6%; with 100% employer match about $159,413 at 4% or $106,275 at 6%.
200313$762,801$38,288$12,763iApproximate average salary by contribution assumption: employee only about $319,067 at 4% or $212,711 at 6%; with 50% employer match about $212,711 at 4% or $141,807 at 6%; with 100% employer match about $159,533 at 4% or $106,356 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$762,801$38,288$12,763iApproximate average salary by contribution assumption: employee only about $319,067 at 4% or $212,711 at 6%; with 50% employer match about $212,711 at 4% or $141,807 at 6%; with 100% employer match about $159,533 at 4% or $106,356 at 6%.
200213$545,279$36,953$12,318iApproximate average salary by contribution assumption: employee only about $307,942 at 4% or $205,294 at 6%; with 50% employer match about $205,294 at 4% or $136,863 at 6%; with 100% employer match about $153,971 at 4% or $102,647 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$545,279$36,953$12,318iApproximate average salary by contribution assumption: employee only about $307,942 at 4% or $205,294 at 6%; with 50% employer match about $205,294 at 4% or $136,863 at 6%; with 100% employer match about $153,971 at 4% or $102,647 at 6%.
200123$0$0-
James Moen, M.D. Self-Employed Pension Plan-0---
James Moen, M.D. Self-Employed Profit Sharing Plan-3---
200023$763,981$42,546$14,182iApproximate average salary by contribution assumption: employee only about $354,550 at 4% or $236,367 at 6%; with 50% employer match about $236,367 at 4% or $157,578 at 6%; with 100% employer match about $177,275 at 4% or $118,183 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$456,533$23,311$7,770iApproximate average salary by contribution assumption: employee only about $194,258 at 4% or $129,506 at 6%; with 50% employer match about $129,506 at 4% or $86,337 at 6%; with 100% employer match about $97,129 at 4% or $64,753 at 6%.
James Moen, M.D. Self-Employed Pension Plan-3$307,448$19,235$6,412iApproximate average salary by contribution assumption: employee only about $160,292 at 4% or $106,861 at 6%; with 50% employer match about $106,861 at 4% or $71,241 at 6%; with 100% employer match about $80,146 at 4% or $53,431 at 6%.
199923$790,721$35,934$11,978iApproximate average salary by contribution assumption: employee only about $299,450 at 4% or $199,633 at 6%; with 50% employer match about $199,633 at 4% or $133,089 at 6%; with 100% employer match about $149,725 at 4% or $99,817 at 6%.
James Moen, M.D. Self-Employed Profit Sharing Plan-3$474,793$21,664$7,221iApproximate average salary by contribution assumption: employee only about $180,533 at 4% or $120,356 at 6%; with 50% employer match about $120,356 at 4% or $80,237 at 6%; with 100% employer match about $90,267 at 4% or $60,178 at 6%.
James Moen, M.D. Self-Employed Pension Plan-3$315,928$14,270$4,757iApproximate average salary by contribution assumption: employee only about $118,917 at 4% or $79,278 at 6%; with 50% employer match about $79,278 at 4% or $52,852 at 6%; with 100% employer match about $59,458 at 4% or $39,639 at 6%.