Civic Intelligence

Burt Moss & Associates Inc.

Plan context: Burt Moss & Associates Inc. 401(K) Plan

EIN 59-2359405 • Pompano Beach, FL • 24 filings • 3 plans

2860 NE 19th StreetPompano Beach, FL 33062
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,350,176

2024 Contributions

$12,802

Historical Graphs

Total Assets Over Time

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

$4,209,571$2,104,786$0200420142023YearValue
$2,350,176Latest year 2023

Participants Over Time

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

420200420142023YearValue
4Latest year 2023

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
202410$0$12,802-
Burt Moss & Associates Inc. 401(K) Plan-0$0$12,802-
202314$2,350,176$0-
Burt Moss & Associates Inc. 401(K) Plan-4$2,350,176--
202224$2,156,462$318,971$79,743iApproximate average salary by contribution assumption: employee only about $1,993,569 at 4% or $1,329,046 at 6%; with 50% employer match about $1,329,046 at 4% or $886,031 at 6%; with 100% employer match about $996,784 at 4% or $664,523 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$2,156,462$318,971$79,743iApproximate average salary by contribution assumption: employee only about $1,993,569 at 4% or $1,329,046 at 6%; with 50% employer match about $1,329,046 at 4% or $886,031 at 6%; with 100% employer match about $996,784 at 4% or $664,523 at 6%.
BURT MOSS & ASSOCIATES CASH BALANCE PLAN-0$0--
202124$4,209,571$459,698$114,925iApproximate average salary by contribution assumption: employee only about $2,873,113 at 4% or $1,915,408 at 6%; with 50% employer match about $1,915,408 at 4% or $1,276,939 at 6%; with 100% employer match about $1,436,556 at 4% or $957,704 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$2,237,709$73,698$18,425iApproximate average salary by contribution assumption: employee only about $460,613 at 4% or $307,075 at 6%; with 50% employer match about $307,075 at 4% or $204,717 at 6%; with 100% employer match about $230,306 at 4% or $153,538 at 6%.
BURT MOSS & ASSOCIATES CASH BALANCE PLAN-0$1,971,862$386,000-
202024$3,252,355$416,752$104,188iApproximate average salary by contribution assumption: employee only about $2,604,700 at 4% or $1,736,467 at 6%; with 50% employer match about $1,736,467 at 4% or $1,157,644 at 6%; with 100% employer match about $1,302,350 at 4% or $868,233 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$1,882,492$119,502$29,876iApproximate average salary by contribution assumption: employee only about $746,888 at 4% or $497,925 at 6%; with 50% employer match about $497,925 at 4% or $331,950 at 6%; with 100% employer match about $373,444 at 4% or $248,963 at 6%.
BURT MOSS & ASSOCIATES CASH BALANCE PLAN-0$1,369,863$297,250-
201914$1,767,058$127,568$31,892iApproximate average salary by contribution assumption: employee only about $797,300 at 4% or $531,533 at 6%; with 50% employer match about $531,533 at 4% or $354,356 at 6%; with 100% employer match about $398,650 at 4% or $265,767 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$1,767,058$127,568$31,892iApproximate average salary by contribution assumption: employee only about $797,300 at 4% or $531,533 at 6%; with 50% employer match about $531,533 at 4% or $354,356 at 6%; with 100% employer match about $398,650 at 4% or $265,767 at 6%.
201814$1,379,286$76,960$19,240iApproximate average salary by contribution assumption: employee only about $481,000 at 4% or $320,667 at 6%; with 50% employer match about $320,667 at 4% or $213,778 at 6%; with 100% employer match about $240,500 at 4% or $160,333 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$1,379,286$76,960$19,240iApproximate average salary by contribution assumption: employee only about $481,000 at 4% or $320,667 at 6%; with 50% employer match about $320,667 at 4% or $213,778 at 6%; with 100% employer match about $240,500 at 4% or $160,333 at 6%.
201714$1,206,454$67,960$16,990iApproximate average salary by contribution assumption: employee only about $424,750 at 4% or $283,167 at 6%; with 50% employer match about $283,167 at 4% or $188,778 at 6%; with 100% employer match about $212,375 at 4% or $141,583 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$1,206,454$67,960$16,990iApproximate average salary by contribution assumption: employee only about $424,750 at 4% or $283,167 at 6%; with 50% employer match about $283,167 at 4% or $188,778 at 6%; with 100% employer match about $212,375 at 4% or $141,583 at 6%.
201614$986,481$67,960$16,990iApproximate average salary by contribution assumption: employee only about $424,750 at 4% or $283,167 at 6%; with 50% employer match about $283,167 at 4% or $188,778 at 6%; with 100% employer match about $212,375 at 4% or $141,583 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$986,481$67,960$16,990iApproximate average salary by contribution assumption: employee only about $424,750 at 4% or $283,167 at 6%; with 50% employer match about $283,167 at 4% or $188,778 at 6%; with 100% employer match about $212,375 at 4% or $141,583 at 6%.
201514$865,552$67,720$16,930iApproximate average salary by contribution assumption: employee only about $423,250 at 4% or $282,167 at 6%; with 50% employer match about $282,167 at 4% or $188,111 at 6%; with 100% employer match about $211,625 at 4% or $141,083 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$865,552$67,720$16,930iApproximate average salary by contribution assumption: employee only about $423,250 at 4% or $282,167 at 6%; with 50% employer match about $282,167 at 4% or $188,111 at 6%; with 100% employer match about $211,625 at 4% or $141,083 at 6%.
201414$838,329$94,278$23,570iApproximate average salary by contribution assumption: employee only about $589,238 at 4% or $392,825 at 6%; with 50% employer match about $392,825 at 4% or $261,883 at 6%; with 100% employer match about $294,619 at 4% or $196,413 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$838,329$94,278$23,570iApproximate average salary by contribution assumption: employee only about $589,238 at 4% or $392,825 at 6%; with 50% employer match about $392,825 at 4% or $261,883 at 6%; with 100% employer match about $294,619 at 4% or $196,413 at 6%.
201314$743,216$91,139$22,785iApproximate average salary by contribution assumption: employee only about $569,619 at 4% or $379,746 at 6%; with 50% employer match about $379,746 at 4% or $253,164 at 6%; with 100% employer match about $284,809 at 4% or $189,873 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$743,216$91,139$22,785iApproximate average salary by contribution assumption: employee only about $569,619 at 4% or $379,746 at 6%; with 50% employer match about $379,746 at 4% or $253,164 at 6%; with 100% employer match about $284,809 at 4% or $189,873 at 6%.
201214$571,433$84,122$21,031iApproximate average salary by contribution assumption: employee only about $525,763 at 4% or $350,508 at 6%; with 50% employer match about $350,508 at 4% or $233,672 at 6%; with 100% employer match about $262,881 at 4% or $175,254 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$571,433$84,122$21,031iApproximate average salary by contribution assumption: employee only about $525,763 at 4% or $350,508 at 6%; with 50% employer match about $350,508 at 4% or $233,672 at 6%; with 100% employer match about $262,881 at 4% or $175,254 at 6%.
201110$527,574$90,719-
Burt Moss & Associates Inc. 401(K) Plan-0$527,574$90,719-
201014$435,240$72,480$18,120iApproximate average salary by contribution assumption: employee only about $453,000 at 4% or $302,000 at 6%; with 50% employer match about $302,000 at 4% or $201,333 at 6%; with 100% employer match about $226,500 at 4% or $151,000 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-4$435,240$72,480$18,120iApproximate average salary by contribution assumption: employee only about $453,000 at 4% or $302,000 at 6%; with 50% employer match about $302,000 at 4% or $201,333 at 6%; with 100% employer match about $226,500 at 4% or $151,000 at 6%.
200913$351,028$63,454$21,151iApproximate average salary by contribution assumption: employee only about $528,783 at 4% or $352,522 at 6%; with 50% employer match about $352,522 at 4% or $235,015 at 6%; with 100% employer match about $264,392 at 4% or $176,261 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-3$351,028$63,454$21,151iApproximate average salary by contribution assumption: employee only about $528,783 at 4% or $352,522 at 6%; with 50% employer match about $352,522 at 4% or $235,015 at 6%; with 100% employer match about $264,392 at 4% or $176,261 at 6%.
200813$336,058$8,750$2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,611 at 6%; with 50% employer match about $48,611 at 4% or $32,407 at 6%; with 100% employer match about $36,458 at 4% or $24,306 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-3$336,058$8,750$2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,611 at 6%; with 50% employer match about $48,611 at 4% or $32,407 at 6%; with 100% employer match about $36,458 at 4% or $24,306 at 6%.
200713$910,216$58,417$19,472iApproximate average salary by contribution assumption: employee only about $486,808 at 4% or $324,539 at 6%; with 50% employer match about $324,539 at 4% or $216,359 at 6%; with 100% employer match about $243,404 at 4% or $162,269 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-3$910,216$58,417$19,472iApproximate average salary by contribution assumption: employee only about $486,808 at 4% or $324,539 at 6%; with 50% employer match about $324,539 at 4% or $216,359 at 6%; with 100% employer match about $243,404 at 4% or $162,269 at 6%.
200613$893,674$67,944$22,648iApproximate average salary by contribution assumption: employee only about $566,200 at 4% or $377,467 at 6%; with 50% employer match about $377,467 at 4% or $251,644 at 6%; with 100% employer match about $283,100 at 4% or $188,733 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-3$893,674$67,944$22,648iApproximate average salary by contribution assumption: employee only about $566,200 at 4% or $377,467 at 6%; with 50% employer match about $377,467 at 4% or $251,644 at 6%; with 100% employer match about $283,100 at 4% or $188,733 at 6%.
200513$716,575$51,324$17,108iApproximate average salary by contribution assumption: employee only about $427,700 at 4% or $285,133 at 6%; with 50% employer match about $285,133 at 4% or $190,089 at 6%; with 100% employer match about $213,850 at 4% or $142,567 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-3$716,575$51,324$17,108iApproximate average salary by contribution assumption: employee only about $427,700 at 4% or $285,133 at 6%; with 50% employer match about $285,133 at 4% or $190,089 at 6%; with 100% employer match about $213,850 at 4% or $142,567 at 6%.
200413$619,839$581,277$193,759iApproximate average salary by contribution assumption: employee only about $4,843,975 at 4% or $3,229,317 at 6%; with 50% employer match about $3,229,317 at 4% or $2,152,878 at 6%; with 100% employer match about $2,421,988 at 4% or $1,614,658 at 6%.
Burt Moss & Associates Inc. 401(K) Plan-3$619,839$581,277$193,759iApproximate average salary by contribution assumption: employee only about $4,843,975 at 4% or $3,229,317 at 6%; with 50% employer match about $3,229,317 at 4% or $2,152,878 at 6%; with 100% employer match about $2,421,988 at 4% or $1,614,658 at 6%.