Civic Intelligence

Moore Stephens Lovelace, P.A.

Plan context: Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan

EIN 59-3070669 • Winter Park, FL • 26 filings • 4 plans

1201 South Orlando Ave.Suite 400Winter Park, FL 32789
Current Snapshot

Latest Year

2024

2024 Participants

112

2024 Assets

$25,535,075

2024 Contributions

$2,843

Historical Graphs

Total Assets Over Time

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

$26,155,616$13,077,808$0199920132023YearValue
$25,535,075Latest year 2023

Participants Over Time

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

112560199920122023YearValue
112Latest 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$2,843-
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-0-$2,843-
20231112$25,535,075$1,515,887$13,535iApproximate average salary by contribution assumption: employee only about $338,368 at 4% or $225,578 at 6%; with 50% employer match about $225,578 at 4% or $150,386 at 6%; with 100% employer match about $169,184 at 4% or $112,789 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-112$25,535,075$1,515,887$13,535iApproximate average salary by contribution assumption: employee only about $338,368 at 4% or $225,578 at 6%; with 50% employer match about $225,578 at 4% or $150,386 at 6%; with 100% employer match about $169,184 at 4% or $112,789 at 6%.
2022197$22,475,315$1,715,581$17,686iApproximate average salary by contribution assumption: employee only about $442,160 at 4% or $294,773 at 6%; with 50% employer match about $294,773 at 4% or $196,516 at 6%; with 100% employer match about $221,080 at 4% or $147,387 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-97$22,475,315$1,715,581$17,686iApproximate average salary by contribution assumption: employee only about $442,160 at 4% or $294,773 at 6%; with 50% employer match about $294,773 at 4% or $196,516 at 6%; with 100% employer match about $221,080 at 4% or $147,387 at 6%.
2021187$26,155,616$1,353,609$15,559iApproximate average salary by contribution assumption: employee only about $388,968 at 4% or $259,312 at 6%; with 50% employer match about $259,312 at 4% or $172,875 at 6%; with 100% employer match about $194,484 at 4% or $129,656 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-87$26,155,616$1,353,609$15,559iApproximate average salary by contribution assumption: employee only about $388,968 at 4% or $259,312 at 6%; with 50% employer match about $259,312 at 4% or $172,875 at 6%; with 100% employer match about $194,484 at 4% or $129,656 at 6%.
2020188$22,381,868$1,399,996$15,909iApproximate average salary by contribution assumption: employee only about $397,726 at 4% or $265,151 at 6%; with 50% employer match about $265,151 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-88$22,381,868$1,399,996$15,909iApproximate average salary by contribution assumption: employee only about $397,726 at 4% or $265,151 at 6%; with 50% employer match about $265,151 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
2019182$18,169,625$1,168,484$14,250iApproximate average salary by contribution assumption: employee only about $356,245 at 4% or $237,497 at 6%; with 50% employer match about $237,497 at 4% or $158,331 at 6%; with 100% employer match about $178,123 at 4% or $118,748 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-82$18,169,625$1,168,484$14,250iApproximate average salary by contribution assumption: employee only about $356,245 at 4% or $237,497 at 6%; with 50% employer match about $237,497 at 4% or $158,331 at 6%; with 100% employer match about $178,123 at 4% or $118,748 at 6%.
2018180$14,762,319$1,069,420$13,368iApproximate average salary by contribution assumption: employee only about $334,194 at 4% or $222,796 at 6%; with 50% employer match about $222,796 at 4% or $148,531 at 6%; with 100% employer match about $167,097 at 4% or $111,398 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-80$14,762,319$1,069,420$13,368iApproximate average salary by contribution assumption: employee only about $334,194 at 4% or $222,796 at 6%; with 50% employer match about $222,796 at 4% or $148,531 at 6%; with 100% employer match about $167,097 at 4% or $111,398 at 6%.
2017177$14,662,883$1,072,005$13,922iApproximate average salary by contribution assumption: employee only about $348,054 at 4% or $232,036 at 6%; with 50% employer match about $232,036 at 4% or $154,690 at 6%; with 100% employer match about $174,027 at 4% or $116,018 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-77$14,662,883$1,072,005$13,922iApproximate average salary by contribution assumption: employee only about $348,054 at 4% or $232,036 at 6%; with 50% employer match about $232,036 at 4% or $154,690 at 6%; with 100% employer match about $174,027 at 4% or $116,018 at 6%.
2016173$11,784,635$1,076,230$14,743iApproximate average salary by contribution assumption: employee only about $368,572 at 4% or $245,715 at 6%; with 50% employer match about $245,715 at 4% or $163,810 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-73$11,784,635$1,076,230$14,743iApproximate average salary by contribution assumption: employee only about $368,572 at 4% or $245,715 at 6%; with 50% employer match about $245,715 at 4% or $163,810 at 6%; with 100% employer match about $184,286 at 4% or $122,857 at 6%.
2015169$10,672,985$943,655$13,676iApproximate average salary by contribution assumption: employee only about $341,904 at 4% or $227,936 at 6%; with 50% employer match about $227,936 at 4% or $151,957 at 6%; with 100% employer match about $170,952 at 4% or $113,968 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-69$10,672,985$943,655$13,676iApproximate average salary by contribution assumption: employee only about $341,904 at 4% or $227,936 at 6%; with 50% employer match about $227,936 at 4% or $151,957 at 6%; with 100% employer match about $170,952 at 4% or $113,968 at 6%.
2014166$10,879,064$1,035,647$15,692iApproximate average salary by contribution assumption: employee only about $392,291 at 4% or $261,527 at 6%; with 50% employer match about $261,527 at 4% or $174,351 at 6%; with 100% employer match about $196,145 at 4% or $130,764 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-66$10,879,064$1,035,647$15,692iApproximate average salary by contribution assumption: employee only about $392,291 at 4% or $261,527 at 6%; with 50% employer match about $261,527 at 4% or $174,351 at 6%; with 100% employer match about $196,145 at 4% or $130,764 at 6%.
2013170$9,481,708$920,703$13,153iApproximate average salary by contribution assumption: employee only about $328,823 at 4% or $219,215 at 6%; with 50% employer match about $219,215 at 4% or $146,143 at 6%; with 100% employer match about $164,411 at 4% or $109,608 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-70$9,481,708$920,703$13,153iApproximate average salary by contribution assumption: employee only about $328,823 at 4% or $219,215 at 6%; with 50% employer match about $219,215 at 4% or $146,143 at 6%; with 100% employer match about $164,411 at 4% or $109,608 at 6%.
2012172$8,889,100$934,213$12,975iApproximate average salary by contribution assumption: employee only about $324,380 at 4% or $216,253 at 6%; with 50% employer match about $216,253 at 4% or $144,169 at 6%; with 100% employer match about $162,190 at 4% or $108,127 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-72$8,889,100$934,213$12,975iApproximate average salary by contribution assumption: employee only about $324,380 at 4% or $216,253 at 6%; with 50% employer match about $216,253 at 4% or $144,169 at 6%; with 100% employer match about $162,190 at 4% or $108,127 at 6%.
2011170$7,299,578$835,160$11,931iApproximate average salary by contribution assumption: employee only about $298,271 at 4% or $198,848 at 6%; with 50% employer match about $198,848 at 4% or $132,565 at 6%; with 100% employer match about $149,136 at 4% or $99,424 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-70$7,299,578$835,160$11,931iApproximate average salary by contribution assumption: employee only about $298,271 at 4% or $198,848 at 6%; with 50% employer match about $198,848 at 4% or $132,565 at 6%; with 100% employer match about $149,136 at 4% or $99,424 at 6%.
2010177$7,041,982$813,504$10,565iApproximate average salary by contribution assumption: employee only about $264,125 at 4% or $176,083 at 6%; with 50% employer match about $176,083 at 4% or $117,389 at 6%; with 100% employer match about $132,062 at 4% or $88,042 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-77$7,041,982$813,504$10,565iApproximate average salary by contribution assumption: employee only about $264,125 at 4% or $176,083 at 6%; with 50% employer match about $176,083 at 4% or $117,389 at 6%; with 100% employer match about $132,062 at 4% or $88,042 at 6%.
2009193$6,189,200$1,061,893$11,418iApproximate average salary by contribution assumption: employee only about $285,455 at 4% or $190,303 at 6%; with 50% employer match about $190,303 at 4% or $126,869 at 6%; with 100% employer match about $142,728 at 4% or $95,152 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-93$6,189,200$1,061,893$11,418iApproximate average salary by contribution assumption: employee only about $285,455 at 4% or $190,303 at 6%; with 50% employer match about $190,303 at 4% or $126,869 at 6%; with 100% employer match about $142,728 at 4% or $95,152 at 6%.
2008184$0$0-
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-84---
2007186$0$0-
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-86---
2006181$5,002,749$953,642$11,773iApproximate average salary by contribution assumption: employee only about $294,334 at 4% or $196,223 at 6%; with 50% employer match about $196,223 at 4% or $130,815 at 6%; with 100% employer match about $147,167 at 4% or $98,111 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-81$5,002,749$953,642$11,773iApproximate average salary by contribution assumption: employee only about $294,334 at 4% or $196,223 at 6%; with 50% employer match about $196,223 at 4% or $130,815 at 6%; with 100% employer match about $147,167 at 4% or $98,111 at 6%.
200510$4,519,451$684,307-
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-0$4,519,451$684,307-
2004154$3,860,106$602,163$11,151iApproximate average salary by contribution assumption: employee only about $278,779 at 4% or $185,853 at 6%; with 50% employer match about $185,853 at 4% or $123,902 at 6%; with 100% employer match about $139,390 at 4% or $92,926 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-54$3,860,106$602,163$11,151iApproximate average salary by contribution assumption: employee only about $278,779 at 4% or $185,853 at 6%; with 50% employer match about $185,853 at 4% or $123,902 at 6%; with 100% employer match about $139,390 at 4% or $92,926 at 6%.
2003158$2,928,894$967,896$16,688iApproximate average salary by contribution assumption: employee only about $417,197 at 4% or $278,131 at 6%; with 50% employer match about $278,131 at 4% or $185,421 at 6%; with 100% employer match about $208,598 at 4% or $139,066 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-58$2,928,894$967,896$16,688iApproximate average salary by contribution assumption: employee only about $417,197 at 4% or $278,131 at 6%; with 50% employer match about $278,131 at 4% or $185,421 at 6%; with 100% employer match about $208,598 at 4% or $139,066 at 6%.
2002159$2,225,949$337,815$5,726iApproximate average salary by contribution assumption: employee only about $143,142 at 4% or $95,428 at 6%; with 50% employer match about $95,428 at 4% or $63,619 at 6%; with 100% employer match about $71,571 at 4% or $47,714 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-59$2,225,949$337,815$5,726iApproximate average salary by contribution assumption: employee only about $143,142 at 4% or $95,428 at 6%; with 50% employer match about $95,428 at 4% or $63,619 at 6%; with 100% employer match about $71,571 at 4% or $47,714 at 6%.
2001153$0$0-
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-53---
2000153$2,366,561$358,264$6,760iApproximate average salary by contribution assumption: employee only about $168,992 at 4% or $112,662 at 6%; with 50% employer match about $112,662 at 4% or $75,108 at 6%; with 100% employer match about $84,496 at 4% or $56,331 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-53$2,366,561$358,264$6,760iApproximate average salary by contribution assumption: employee only about $168,992 at 4% or $112,662 at 6%; with 50% employer match about $112,662 at 4% or $75,108 at 6%; with 100% employer match about $84,496 at 4% or $56,331 at 6%.
1999150$2,445,788$384,281$7,686iApproximate average salary by contribution assumption: employee only about $192,141 at 4% or $128,094 at 6%; with 50% employer match about $128,094 at 4% or $85,396 at 6%; with 100% employer match about $96,070 at 4% or $64,047 at 6%.
Moore Stephens Lovelace, P.A. 401K Profit Sharing Plan-50$2,445,788$384,281$7,686iApproximate average salary by contribution assumption: employee only about $192,141 at 4% or $128,094 at 6%; with 50% employer match about $128,094 at 4% or $85,396 at 6%; with 100% employer match about $96,070 at 4% or $64,047 at 6%.