Civic Intelligence

Mori Associates Inc.

Plan context: Mori Associates Inc. 401(K) Plan and Trust

EIN 52-1937913 • Rockville, MD • 33 filings • 4 plans

3202 Tower Oaks Blvd., Suite 200Rockville, MD 20852
Current Snapshot

Latest Year

2024

2024 Participants

350

2024 Assets

$35,456,581

2024 Contributions

$5,602,950

Historical Graphs

Total Assets Over Time

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

$35,456,581$17,728,291$0200020132024YearValue
$35,456,581Latest year 2024

Participants Over Time

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

5072540200020122024YearValue
350Latest 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
20242350$35,456,581$5,602,950$16,008iApproximate average salary by contribution assumption: employee only about $400,211 at 4% or $266,807 at 6%; with 50% employer match about $266,807 at 4% or $177,871 at 6%; with 100% employer match about $200,105 at 4% or $133,404 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-350$35,456,581$5,602,950$16,008iApproximate average salary by contribution assumption: employee only about $400,211 at 4% or $266,807 at 6%; with 50% employer match about $266,807 at 4% or $177,871 at 6%; with 100% employer match about $200,105 at 4% or $133,404 at 6%.
Mori Associates Inc. Health & Welfare Plan-317---
20232320$31,754,593$4,977,850$15,556iApproximate average salary by contribution assumption: employee only about $388,895 at 4% or $259,263 at 6%; with 50% employer match about $259,263 at 4% or $172,842 at 6%; with 100% employer match about $194,447 at 4% or $129,632 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-320$31,754,593$4,977,850$15,556iApproximate average salary by contribution assumption: employee only about $388,895 at 4% or $259,263 at 6%; with 50% employer match about $259,263 at 4% or $172,842 at 6%; with 100% employer match about $194,447 at 4% or $129,632 at 6%.
Mori Associates Inc. Health & Welfare Plan-242---
20222507$28,230,300$5,437,180$10,724iApproximate average salary by contribution assumption: employee only about $268,106 at 4% or $178,737 at 6%; with 50% employer match about $178,737 at 4% or $119,158 at 6%; with 100% employer match about $134,053 at 4% or $89,369 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-507$28,230,300$5,437,180$10,724iApproximate average salary by contribution assumption: employee only about $268,106 at 4% or $178,737 at 6%; with 50% employer match about $178,737 at 4% or $119,158 at 6%; with 100% employer match about $134,053 at 4% or $89,369 at 6%.
Mori Associates Inc. Health & Welfare Plan-470---
20212485$29,845,863$5,365,377$11,063iApproximate average salary by contribution assumption: employee only about $276,566 at 4% or $184,377 at 6%; with 50% employer match about $184,377 at 4% or $122,918 at 6%; with 100% employer match about $138,283 at 4% or $92,189 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-485$29,845,863$5,365,377$11,063iApproximate average salary by contribution assumption: employee only about $276,566 at 4% or $184,377 at 6%; with 50% employer match about $184,377 at 4% or $122,918 at 6%; with 100% employer match about $138,283 at 4% or $92,189 at 6%.
Mori Associates Inc. Health & Welfare Plan-481---
20202489$22,915,839$4,202,905$8,595iApproximate average salary by contribution assumption: employee only about $214,872 at 4% or $143,248 at 6%; with 50% employer match about $143,248 at 4% or $95,499 at 6%; with 100% employer match about $107,436 at 4% or $71,624 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-489$22,915,839$4,202,905$8,595iApproximate average salary by contribution assumption: employee only about $214,872 at 4% or $143,248 at 6%; with 50% employer match about $143,248 at 4% or $95,499 at 6%; with 100% employer match about $107,436 at 4% or $71,624 at 6%.
Mori Associates Inc. Health & Welfare Plan-471---
20192406$17,272,087$3,568,743$8,790iApproximate average salary by contribution assumption: employee only about $219,750 at 4% or $146,500 at 6%; with 50% employer match about $146,500 at 4% or $97,667 at 6%; with 100% employer match about $109,875 at 4% or $73,250 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-406$17,272,087$3,568,743$8,790iApproximate average salary by contribution assumption: employee only about $219,750 at 4% or $146,500 at 6%; with 50% employer match about $146,500 at 4% or $97,667 at 6%; with 100% employer match about $109,875 at 4% or $73,250 at 6%.
Mori Associates Inc. Health & Welfare Plan-367---
20182391$12,365,060$4,414,781$11,291iApproximate average salary by contribution assumption: employee only about $282,275 at 4% or $188,183 at 6%; with 50% employer match about $188,183 at 4% or $125,456 at 6%; with 100% employer match about $141,138 at 4% or $94,092 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-391$12,365,060$4,414,781$11,291iApproximate average salary by contribution assumption: employee only about $282,275 at 4% or $188,183 at 6%; with 50% employer match about $188,183 at 4% or $125,456 at 6%; with 100% employer match about $141,138 at 4% or $94,092 at 6%.
Mori Associates Inc. Health & Welfare Plan-366---
20172303$10,080,924$2,997,052$9,891iApproximate average salary by contribution assumption: employee only about $247,282 at 4% or $164,854 at 6%; with 50% employer match about $164,854 at 4% or $109,903 at 6%; with 100% employer match about $123,641 at 4% or $82,427 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-303$10,080,924$2,997,052$9,891iApproximate average salary by contribution assumption: employee only about $247,282 at 4% or $164,854 at 6%; with 50% employer match about $164,854 at 4% or $109,903 at 6%; with 100% employer match about $123,641 at 4% or $82,427 at 6%.
Mori Associates Inc. Health & Welfare Plan-300---
20161299$6,764,260$3,078,217$10,295iApproximate average salary by contribution assumption: employee only about $257,376 at 4% or $171,584 at 6%; with 50% employer match about $171,584 at 4% or $114,389 at 6%; with 100% employer match about $128,688 at 4% or $85,792 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-299$6,764,260$3,078,217$10,295iApproximate average salary by contribution assumption: employee only about $257,376 at 4% or $171,584 at 6%; with 50% employer match about $171,584 at 4% or $114,389 at 6%; with 100% employer match about $128,688 at 4% or $85,792 at 6%.
2015198$3,808,856$493,848$5,039iApproximate average salary by contribution assumption: employee only about $125,982 at 4% or $83,988 at 6%; with 50% employer match about $83,988 at 4% or $55,992 at 6%; with 100% employer match about $62,991 at 4% or $41,994 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-98$3,808,856$493,848$5,039iApproximate average salary by contribution assumption: employee only about $125,982 at 4% or $83,988 at 6%; with 50% employer match about $83,988 at 4% or $55,992 at 6%; with 100% employer match about $62,991 at 4% or $41,994 at 6%.
20141109$3,520,938$1,091,703$10,016iApproximate average salary by contribution assumption: employee only about $250,391 at 4% or $166,927 at 6%; with 50% employer match about $166,927 at 4% or $111,285 at 6%; with 100% employer match about $125,195 at 4% or $83,464 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-109$3,520,938$1,091,703$10,016iApproximate average salary by contribution assumption: employee only about $250,391 at 4% or $166,927 at 6%; with 50% employer match about $166,927 at 4% or $111,285 at 6%; with 100% employer match about $125,195 at 4% or $83,464 at 6%.
2013171$2,904,830$270,552$3,811iApproximate average salary by contribution assumption: employee only about $95,265 at 4% or $63,510 at 6%; with 50% employer match about $63,510 at 4% or $42,340 at 6%; with 100% employer match about $47,632 at 4% or $31,755 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-71$2,904,830$270,552$3,811iApproximate average salary by contribution assumption: employee only about $95,265 at 4% or $63,510 at 6%; with 50% employer match about $63,510 at 4% or $42,340 at 6%; with 100% employer match about $47,632 at 4% or $31,755 at 6%.
2012151$2,867,708$249,113$4,885iApproximate average salary by contribution assumption: employee only about $122,114 at 4% or $81,409 at 6%; with 50% employer match about $81,409 at 4% or $54,273 at 6%; with 100% employer match about $61,057 at 4% or $40,705 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-51$2,867,708$249,113$4,885iApproximate average salary by contribution assumption: employee only about $122,114 at 4% or $81,409 at 6%; with 50% employer match about $81,409 at 4% or $54,273 at 6%; with 100% employer match about $61,057 at 4% or $40,705 at 6%.
2011155$2,646,553$360,264$6,550iApproximate average salary by contribution assumption: employee only about $163,756 at 4% or $109,171 at 6%; with 50% employer match about $109,171 at 4% or $72,781 at 6%; with 100% employer match about $81,878 at 4% or $54,585 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-55$2,646,553$360,264$6,550iApproximate average salary by contribution assumption: employee only about $163,756 at 4% or $109,171 at 6%; with 50% employer match about $109,171 at 4% or $72,781 at 6%; with 100% employer match about $81,878 at 4% or $54,585 at 6%.
20101112$2,289,289$423,064$3,777iApproximate average salary by contribution assumption: employee only about $94,434 at 4% or $62,956 at 6%; with 50% employer match about $62,956 at 4% or $41,971 at 6%; with 100% employer match about $47,217 at 4% or $31,478 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-112$2,289,289$423,064$3,777iApproximate average salary by contribution assumption: employee only about $94,434 at 4% or $62,956 at 6%; with 50% employer match about $62,956 at 4% or $41,971 at 6%; with 100% employer match about $47,217 at 4% or $31,478 at 6%.
20091112$2,254,844$388,619$3,470iApproximate average salary by contribution assumption: employee only about $86,745 at 4% or $57,830 at 6%; with 50% employer match about $57,830 at 4% or $38,553 at 6%; with 100% employer match about $43,373 at 4% or $28,915 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-112$2,254,844$388,619$3,470iApproximate average salary by contribution assumption: employee only about $86,745 at 4% or $57,830 at 6%; with 50% employer match about $57,830 at 4% or $38,553 at 6%; with 100% employer match about $43,373 at 4% or $28,915 at 6%.
2008175$1,526,691$461,318$6,151iApproximate average salary by contribution assumption: employee only about $153,773 at 4% or $102,515 at 6%; with 50% employer match about $102,515 at 4% or $68,343 at 6%; with 100% employer match about $76,886 at 4% or $51,258 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-75$1,526,691$461,318$6,151iApproximate average salary by contribution assumption: employee only about $153,773 at 4% or $102,515 at 6%; with 50% employer match about $102,515 at 4% or $68,343 at 6%; with 100% employer match about $76,886 at 4% or $51,258 at 6%.
2007166$0$0-
Mori Associates Inc. 401(K) Plan and Trust-66---
2006142$1,388,247$389,799$9,281iApproximate average salary by contribution assumption: employee only about $232,023 at 4% or $154,682 at 6%; with 50% employer match about $154,682 at 4% or $103,121 at 6%; with 100% employer match about $116,012 at 4% or $77,341 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-42$1,388,247$389,799$9,281iApproximate average salary by contribution assumption: employee only about $232,023 at 4% or $154,682 at 6%; with 50% employer match about $154,682 at 4% or $103,121 at 6%; with 100% employer match about $116,012 at 4% or $77,341 at 6%.
2005139$916,659$318,327$8,162iApproximate average salary by contribution assumption: employee only about $204,056 at 4% or $136,037 at 6%; with 50% employer match about $136,037 at 4% or $90,691 at 6%; with 100% employer match about $102,028 at 4% or $68,019 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-39$916,659$318,327$8,162iApproximate average salary by contribution assumption: employee only about $204,056 at 4% or $136,037 at 6%; with 50% employer match about $136,037 at 4% or $90,691 at 6%; with 100% employer match about $102,028 at 4% or $68,019 at 6%.
2004141$619,016$191,922$4,681iApproximate average salary by contribution assumption: employee only about $117,026 at 4% or $78,017 at 6%; with 50% employer match about $78,017 at 4% or $52,011 at 6%; with 100% employer match about $58,513 at 4% or $39,009 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-41$619,016$191,922$4,681iApproximate average salary by contribution assumption: employee only about $117,026 at 4% or $78,017 at 6%; with 50% employer match about $78,017 at 4% or $52,011 at 6%; with 100% employer match about $58,513 at 4% or $39,009 at 6%.
2003129$378,088$130,249$4,491iApproximate average salary by contribution assumption: employee only about $112,284 at 4% or $74,856 at 6%; with 50% employer match about $74,856 at 4% or $49,904 at 6%; with 100% employer match about $56,142 at 4% or $37,428 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-29$378,088$130,249$4,491iApproximate average salary by contribution assumption: employee only about $112,284 at 4% or $74,856 at 6%; with 50% employer match about $74,856 at 4% or $49,904 at 6%; with 100% employer match about $56,142 at 4% or $37,428 at 6%.
2002121$202,388$122,467$5,832iApproximate average salary by contribution assumption: employee only about $145,794 at 4% or $97,196 at 6%; with 50% employer match about $97,196 at 4% or $64,797 at 6%; with 100% employer match about $72,897 at 4% or $48,598 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-21$202,388$122,467$5,832iApproximate average salary by contribution assumption: employee only about $145,794 at 4% or $97,196 at 6%; with 50% employer match about $97,196 at 4% or $64,797 at 6%; with 100% employer match about $72,897 at 4% or $48,598 at 6%.
200117$109,863$60,444$8,635iApproximate average salary by contribution assumption: employee only about $215,871 at 4% or $143,914 at 6%; with 50% employer match about $143,914 at 4% or $95,943 at 6%; with 100% employer match about $107,936 at 4% or $71,957 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-7$109,863$60,444$8,635iApproximate average salary by contribution assumption: employee only about $215,871 at 4% or $143,914 at 6%; with 50% employer match about $143,914 at 4% or $95,943 at 6%; with 100% employer match about $107,936 at 4% or $71,957 at 6%.
200016$54,671$51,825$8,638iApproximate average salary by contribution assumption: employee only about $215,938 at 4% or $143,958 at 6%; with 50% employer match about $143,958 at 4% or $95,972 at 6%; with 100% employer match about $107,969 at 4% or $71,979 at 6%.
Mori Associates Inc. 401(K) Plan and Trust-6$54,671$51,825$8,638iApproximate average salary by contribution assumption: employee only about $215,938 at 4% or $143,958 at 6%; with 50% employer match about $143,958 at 4% or $95,972 at 6%; with 100% employer match about $107,969 at 4% or $71,979 at 6%.