D.R. Mozeley Inc.
Plan context: D.R. MOZELEY, INC. PROFIT SHARING PLAN
EIN 56-0897320 • Charlotte, NC • 29 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
31
2023 Assets
$510,376
2023 Contributions
$108,462
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 31 | $510,376 | $108,462 | $3,499iApproximate average salary by contribution assumption: employee only about $87,469 at 4% or $58,313 at 6%; with 50% employer match about $58,313 at 4% or $38,875 at 6%; with 100% employer match about $43,735 at 4% or $29,156 at 6%. |
| D.R. MOZELEY, INC. PROFIT SHARING PLAN | - | 31 | $510,376 | $108,462 | $3,499iApproximate average salary by contribution assumption: employee only about $87,469 at 4% or $58,313 at 6%; with 50% employer match about $58,313 at 4% or $38,875 at 6%; with 100% employer match about $43,735 at 4% or $29,156 at 6%. |
| 2022 | 1 | 31 | $332,039 | $71,481 | $2,306iApproximate average salary by contribution assumption: employee only about $57,646 at 4% or $38,431 at 6%; with 50% employer match about $38,431 at 4% or $25,620 at 6%; with 100% employer match about $28,823 at 4% or $19,215 at 6%. |
| D.R. MOZELEY, INC. PROFIT SHARING PLAN | - | 31 | $332,039 | $71,481 | $2,306iApproximate average salary by contribution assumption: employee only about $57,646 at 4% or $38,431 at 6%; with 50% employer match about $38,431 at 4% or $25,620 at 6%; with 100% employer match about $28,823 at 4% or $19,215 at 6%. |
| 2021 | 1 | 28 | $256,330 | $55,000 | $1,964iApproximate average salary by contribution assumption: employee only about $49,107 at 4% or $32,738 at 6%; with 50% employer match about $32,738 at 4% or $21,825 at 6%; with 100% employer match about $24,554 at 4% or $16,369 at 6%. |
| D. R. MOZELEY, INC. PROFIT SHARING PLAN | - | 28 | $256,330 | $55,000 | $1,964iApproximate average salary by contribution assumption: employee only about $49,107 at 4% or $32,738 at 6%; with 50% employer match about $32,738 at 4% or $21,825 at 6%; with 100% employer match about $24,554 at 4% or $16,369 at 6%. |
| 2020 | 1 | 28 | $343,651 | $60,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| D. R. MOZELEY, INC. PROFIT SHARING PLAN | - | 28 | $343,651 | $60,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| 2019 | 1 | 28 | $212,964 | $50,000 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| D. R. MOZELEY, INC. PROFIT SHARING PLAN | - | 28 | $212,964 | $50,000 | $1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%. |
| 2018 | 2 | 25 | $141,141 | $40,000 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| D. R. MOZELEY, INC. PROFIT SHARING PLAN | - | 25 | $141,141 | $40,000 | $1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 0 | $0 | $0 | - |
| 2017 | 2 | 21 | $90,331 | $30,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| D. R. MOZELEY, INC. PROFIT SHARING PLAN | - | 21 | $85,378 | $30,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 4 | $4,953 | $0 | - |
| 2016 | 2 | 23 | $75,600 | $0 | - |
| D. R. MOZELEY, INC. PROFIT SHARING PLAN | - | 23 | $64,433 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 15 | $11,167 | $0 | - |
| 2015 | 2 | 25 | $71,163 | $60,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| D.R. MOZELEY, INC. PROFIT SHARING PLAN | - | 25 | $60,000 | $60,000 | $2,400iApproximate average salary by contribution assumption: employee only about $60,000 at 4% or $40,000 at 6%; with 50% employer match about $40,000 at 4% or $26,667 at 6%; with 100% employer match about $30,000 at 4% or $20,000 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 15 | $11,163 | $0 | - |
| 2014 | 1 | 14 | $11,081 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 14 | $11,081 | $0 | - |
| 2013 | 1 | 38 | $242,587 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 38 | $242,587 | $0 | - |
| 2012 | 1 | 38 | $238,194 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 38 | $238,194 | $0 | - |
| 2011 | 1 | 39 | $234,881 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 39 | $234,881 | $0 | - |
| 2010 | 1 | 40 | $309,815 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 40 | $309,815 | $0 | - |
| 2009 | 1 | 40 | $303,673 | $40,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 40 | $303,673 | $40,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| 2008 | 1 | 29 | $0 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 29 | - | - | - |
| 2007 | 1 | 25 | $0 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 25 | - | - | - |
| 2006 | 1 | 13 | $258,413 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 13 | $258,413 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| 2005 | 1 | 15 | $203,154 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 15 | $203,154 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| 2004 | 1 | 17 | $159,633 | $30,000 | $1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 17 | $159,633 | $30,000 | $1,765iApproximate average salary by contribution assumption: employee only about $44,118 at 4% or $29,412 at 6%; with 50% employer match about $29,412 at 4% or $19,608 at 6%; with 100% employer match about $22,059 at 4% or $14,706 at 6%. |
| 2003 | 1 | 15 | $0 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 15 | - | - | - |
| 2002 | 1 | 20 | $0 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 20 | - | - | - |
| 2001 | 1 | 23 | $0 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 23 | - | - | - |
| 2000 | 1 | 27 | $0 | $0 | - |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 27 | - | - | - |
| 1999 | 1 | 25 | $85,308 | $85,308 | $3,412iApproximate average salary by contribution assumption: employee only about $85,308 at 4% or $56,872 at 6%; with 50% employer match about $56,872 at 4% or $37,915 at 6%; with 100% employer match about $42,654 at 4% or $28,436 at 6%. |
| D.R. Mozeley Inc. Profit Sharing Retirement Plan | - | 25 | $85,308 | $85,308 | $3,412iApproximate average salary by contribution assumption: employee only about $85,308 at 4% or $56,872 at 6%; with 50% employer match about $56,872 at 4% or $37,915 at 6%; with 100% employer match about $42,654 at 4% or $28,436 at 6%. |