Civic Intelligence

Moran & Shams Pa

Plan context: Moran & Shams Pa Profit Sharing Plan

EIN 59-3368138 • Orlando, FL • 25 filings • 8 plans

111 North Orange Avenue Suite 900Orlando, FL 32801
Current Snapshot

Latest Year

2024

2024 Participants

53

2024 Assets

$13,578,297

2024 Contributions

$816,349

Historical Graphs

Total Assets Over Time

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

$13,578,297$6,789,149$0199920122024YearValue
$13,578,297Latest year 2024

Participants Over Time

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

53270199920122024YearValue
53Latest 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
2024153$13,578,297$816,349$15,403iApproximate average salary by contribution assumption: employee only about $385,070 at 4% or $256,714 at 6%; with 50% employer match about $256,714 at 4% or $171,142 at 6%; with 100% employer match about $192,535 at 4% or $128,357 at 6%.
Moran & Shams Pa Profit Sharing Plan-53$13,578,297$816,349$15,403iApproximate average salary by contribution assumption: employee only about $385,070 at 4% or $256,714 at 6%; with 50% employer match about $256,714 at 4% or $171,142 at 6%; with 100% employer match about $192,535 at 4% or $128,357 at 6%.
2023150$11,901,010$738,037$14,761iApproximate average salary by contribution assumption: employee only about $369,019 at 4% or $246,012 at 6%; with 50% employer match about $246,012 at 4% or $164,008 at 6%; with 100% employer match about $184,509 at 4% or $123,006 at 6%.
Moran & Shams Pa Profit Sharing Plan-50$11,901,010$738,037$14,761iApproximate average salary by contribution assumption: employee only about $369,019 at 4% or $246,012 at 6%; with 50% employer match about $246,012 at 4% or $164,008 at 6%; with 100% employer match about $184,509 at 4% or $123,006 at 6%.
2022143$9,810,105$695,711$16,179iApproximate average salary by contribution assumption: employee only about $404,483 at 4% or $269,655 at 6%; with 50% employer match about $269,655 at 4% or $179,770 at 6%; with 100% employer match about $202,242 at 4% or $134,828 at 6%.
Moran & Shams Pa Profit Sharing Plan-43$9,810,105$695,711$16,179iApproximate average salary by contribution assumption: employee only about $404,483 at 4% or $269,655 at 6%; with 50% employer match about $269,655 at 4% or $179,770 at 6%; with 100% employer match about $202,242 at 4% or $134,828 at 6%.
2021140$10,919,135$651,036$16,276iApproximate average salary by contribution assumption: employee only about $406,898 at 4% or $271,265 at 6%; with 50% employer match about $271,265 at 4% or $180,843 at 6%; with 100% employer match about $203,449 at 4% or $135,633 at 6%.
Moran & Shams Pa Profit Sharing Plan-40$10,919,135$651,036$16,276iApproximate average salary by contribution assumption: employee only about $406,898 at 4% or $271,265 at 6%; with 50% employer match about $271,265 at 4% or $180,843 at 6%; with 100% employer match about $203,449 at 4% or $135,633 at 6%.
2020140$9,114,142$578,846$14,471iApproximate average salary by contribution assumption: employee only about $361,779 at 4% or $241,186 at 6%; with 50% employer match about $241,186 at 4% or $160,791 at 6%; with 100% employer match about $180,889 at 4% or $120,593 at 6%.
Moran & Shams Pa Profit Sharing Plan-40$9,114,142$578,846$14,471iApproximate average salary by contribution assumption: employee only about $361,779 at 4% or $241,186 at 6%; with 50% employer match about $241,186 at 4% or $160,791 at 6%; with 100% employer match about $180,889 at 4% or $120,593 at 6%.
2019137$7,581,997$527,179$14,248iApproximate average salary by contribution assumption: employee only about $356,202 at 4% or $237,468 at 6%; with 50% employer match about $237,468 at 4% or $158,312 at 6%; with 100% employer match about $178,101 at 4% or $118,734 at 6%.
Moran & Shams Pa Profit Sharing Plan-37$7,581,997$527,179$14,248iApproximate average salary by contribution assumption: employee only about $356,202 at 4% or $237,468 at 6%; with 50% employer match about $237,468 at 4% or $158,312 at 6%; with 100% employer match about $178,101 at 4% or $118,734 at 6%.
2018138$6,036,368$492,113$12,950iApproximate average salary by contribution assumption: employee only about $323,759 at 4% or $215,839 at 6%; with 50% employer match about $215,839 at 4% or $143,893 at 6%; with 100% employer match about $161,879 at 4% or $107,920 at 6%.
Moran & Shams Pa Profit Sharing Plan-38$6,036,368$492,113$12,950iApproximate average salary by contribution assumption: employee only about $323,759 at 4% or $215,839 at 6%; with 50% employer match about $215,839 at 4% or $143,893 at 6%; with 100% employer match about $161,879 at 4% or $107,920 at 6%.
2017135$5,998,116$439,321$12,552iApproximate average salary by contribution assumption: employee only about $313,801 at 4% or $209,200 at 6%; with 50% employer match about $209,200 at 4% or $139,467 at 6%; with 100% employer match about $156,900 at 4% or $104,600 at 6%.
Moran & Shams Pa Profit Sharing Plan-35$5,998,116$439,321$12,552iApproximate average salary by contribution assumption: employee only about $313,801 at 4% or $209,200 at 6%; with 50% employer match about $209,200 at 4% or $139,467 at 6%; with 100% employer match about $156,900 at 4% or $104,600 at 6%.
2016136$4,981,778$404,339$11,232iApproximate average salary by contribution assumption: employee only about $280,791 at 4% or $187,194 at 6%; with 50% employer match about $187,194 at 4% or $124,796 at 6%; with 100% employer match about $140,395 at 4% or $93,597 at 6%.
Moran & Shams Pa Profit Sharing Plan-36$4,981,778$404,339$11,232iApproximate average salary by contribution assumption: employee only about $280,791 at 4% or $187,194 at 6%; with 50% employer match about $187,194 at 4% or $124,796 at 6%; with 100% employer match about $140,395 at 4% or $93,597 at 6%.
2015135$4,969,645$491,851$14,053iApproximate average salary by contribution assumption: employee only about $351,322 at 4% or $234,215 at 6%; with 50% employer match about $234,215 at 4% or $156,143 at 6%; with 100% employer match about $175,661 at 4% or $117,107 at 6%.
Moran & Shams Pa Profit Sharing Plan-35$4,969,645$491,851$14,053iApproximate average salary by contribution assumption: employee only about $351,322 at 4% or $234,215 at 6%; with 50% employer match about $234,215 at 4% or $156,143 at 6%; with 100% employer match about $175,661 at 4% or $117,107 at 6%.
2014134$5,958,684$466,785$13,729iApproximate average salary by contribution assumption: employee only about $343,224 at 4% or $228,816 at 6%; with 50% employer match about $228,816 at 4% or $152,544 at 6%; with 100% employer match about $171,612 at 4% or $114,408 at 6%.
Moran & Shams Pa Profit Sharing Plan-34$5,958,684$466,785$13,729iApproximate average salary by contribution assumption: employee only about $343,224 at 4% or $228,816 at 6%; with 50% employer match about $228,816 at 4% or $152,544 at 6%; with 100% employer match about $171,612 at 4% or $114,408 at 6%.
2013130$5,312,016$334,800$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
Moran & Shams Pa Profit Sharing Plan-30$5,312,016$334,800$11,160iApproximate average salary by contribution assumption: employee only about $279,000 at 4% or $186,000 at 6%; with 50% employer match about $186,000 at 4% or $124,000 at 6%; with 100% employer match about $139,500 at 4% or $93,000 at 6%.
2012127$4,278,389$302,685$11,211iApproximate average salary by contribution assumption: employee only about $280,264 at 4% or $186,843 at 6%; with 50% employer match about $186,843 at 4% or $124,562 at 6%; with 100% employer match about $140,132 at 4% or $93,421 at 6%.
Moran & Shams Pa Profit Sharing Plan-27$4,278,389$302,685$11,211iApproximate average salary by contribution assumption: employee only about $280,264 at 4% or $186,843 at 6%; with 50% employer match about $186,843 at 4% or $124,562 at 6%; with 100% employer match about $140,132 at 4% or $93,421 at 6%.
2011127$4,015,597$273,575$10,132iApproximate average salary by contribution assumption: employee only about $253,310 at 4% or $168,873 at 6%; with 50% employer match about $168,873 at 4% or $112,582 at 6%; with 100% employer match about $126,655 at 4% or $84,437 at 6%.
Moran & Shams Pa Profit Sharing Plan-27$4,015,597$273,575$10,132iApproximate average salary by contribution assumption: employee only about $253,310 at 4% or $168,873 at 6%; with 50% employer match about $168,873 at 4% or $112,582 at 6%; with 100% employer match about $126,655 at 4% or $84,437 at 6%.
2010130$4,028,710$264,438$8,815iApproximate average salary by contribution assumption: employee only about $220,365 at 4% or $146,910 at 6%; with 50% employer match about $146,910 at 4% or $97,940 at 6%; with 100% employer match about $110,183 at 4% or $73,455 at 6%.
Moran & Shams Pa Profit Sharing Plan-30$4,028,710$264,438$8,815iApproximate average salary by contribution assumption: employee only about $220,365 at 4% or $146,910 at 6%; with 50% employer match about $146,910 at 4% or $97,940 at 6%; with 100% employer match about $110,183 at 4% or $73,455 at 6%.
2009127$3,461,144$194,745$7,213iApproximate average salary by contribution assumption: employee only about $180,319 at 4% or $120,213 at 6%; with 50% employer match about $120,213 at 4% or $80,142 at 6%; with 100% employer match about $90,160 at 4% or $60,106 at 6%.
Moran & Shams Pa Profit Sharing Plan-27$3,461,144$194,745$7,213iApproximate average salary by contribution assumption: employee only about $180,319 at 4% or $120,213 at 6%; with 50% employer match about $120,213 at 4% or $80,142 at 6%; with 100% employer match about $90,160 at 4% or $60,106 at 6%.
2008123$2,882,053$307,195$13,356iApproximate average salary by contribution assumption: employee only about $333,908 at 4% or $222,605 at 6%; with 50% employer match about $222,605 at 4% or $148,403 at 6%; with 100% employer match about $166,954 at 4% or $111,303 at 6%.
Moran & Shams Pa Profit Sharing Plan-23$2,882,053$307,195$13,356iApproximate average salary by contribution assumption: employee only about $333,908 at 4% or $222,605 at 6%; with 50% employer match about $222,605 at 4% or $148,403 at 6%; with 100% employer match about $166,954 at 4% or $111,303 at 6%.
2007130$6,208,830$398,171$13,272iApproximate average salary by contribution assumption: employee only about $331,809 at 4% or $221,206 at 6%; with 50% employer match about $221,206 at 4% or $147,471 at 6%; with 100% employer match about $165,905 at 4% or $110,603 at 6%.
Moran & Shams Pa Profit Sharing Plan-30$6,208,830$398,171$13,272iApproximate average salary by contribution assumption: employee only about $331,809 at 4% or $221,206 at 6%; with 50% employer match about $221,206 at 4% or $147,471 at 6%; with 100% employer match about $165,905 at 4% or $110,603 at 6%.
2006127$5,733,017$405,874$15,032iApproximate average salary by contribution assumption: employee only about $375,809 at 4% or $250,540 at 6%; with 50% employer match about $250,540 at 4% or $167,026 at 6%; with 100% employer match about $187,905 at 4% or $125,270 at 6%.
Moran & Shams Pa Profit Sharing Plan-27$5,733,017$405,874$15,032iApproximate average salary by contribution assumption: employee only about $375,809 at 4% or $250,540 at 6%; with 50% employer match about $250,540 at 4% or $167,026 at 6%; with 100% employer match about $187,905 at 4% or $125,270 at 6%.
2005126$4,515,076$487,971$18,768iApproximate average salary by contribution assumption: employee only about $469,203 at 4% or $312,802 at 6%; with 50% employer match about $312,802 at 4% or $208,535 at 6%; with 100% employer match about $234,601 at 4% or $156,401 at 6%.
Moran & Shams Pa Profit Sharing Plan-26$4,515,076$487,971$18,768iApproximate average salary by contribution assumption: employee only about $469,203 at 4% or $312,802 at 6%; with 50% employer match about $312,802 at 4% or $208,535 at 6%; with 100% employer match about $234,601 at 4% or $156,401 at 6%.
2003123$3,551,197$273,081$11,873iApproximate average salary by contribution assumption: employee only about $296,827 at 4% or $197,885 at 6%; with 50% employer match about $197,885 at 4% or $131,923 at 6%; with 100% employer match about $148,414 at 4% or $98,942 at 6%.
Moran & Shams Pa Profit Sharing Plan-23$3,551,197$273,081$11,873iApproximate average salary by contribution assumption: employee only about $296,827 at 4% or $197,885 at 6%; with 50% employer match about $197,885 at 4% or $131,923 at 6%; with 100% employer match about $148,414 at 4% or $98,942 at 6%.
2002121$2,993,665$268,298$12,776iApproximate average salary by contribution assumption: employee only about $319,402 at 4% or $212,935 at 6%; with 50% employer match about $212,935 at 4% or $141,957 at 6%; with 100% employer match about $159,701 at 4% or $106,467 at 6%.
Moran & Shams Pa Profit Sharing Plan-21$2,993,665$268,298$12,776iApproximate average salary by contribution assumption: employee only about $319,402 at 4% or $212,935 at 6%; with 50% employer match about $212,935 at 4% or $141,957 at 6%; with 100% employer match about $159,701 at 4% or $106,467 at 6%.
2001120$3,657,686$256,330$12,817iApproximate average salary by contribution assumption: employee only about $320,413 at 4% or $213,608 at 6%; with 50% employer match about $213,608 at 4% or $142,406 at 6%; with 100% employer match about $160,206 at 4% or $106,804 at 6%.
Moran & Shams Pa Profit Sharing Plan-20$3,657,686$256,330$12,817iApproximate average salary by contribution assumption: employee only about $320,413 at 4% or $213,608 at 6%; with 50% employer match about $213,608 at 4% or $142,406 at 6%; with 100% employer match about $160,206 at 4% or $106,804 at 6%.
2000120$5,643,495$238,960$11,948iApproximate average salary by contribution assumption: employee only about $298,700 at 4% or $199,133 at 6%; with 50% employer match about $199,133 at 4% or $132,756 at 6%; with 100% employer match about $149,350 at 4% or $99,567 at 6%.
Moran & Shams Pa Profit Sharing Plan-20$5,643,495$238,960$11,948iApproximate average salary by contribution assumption: employee only about $298,700 at 4% or $199,133 at 6%; with 50% employer match about $199,133 at 4% or $132,756 at 6%; with 100% employer match about $149,350 at 4% or $99,567 at 6%.
1999119$5,519,306$189,515$9,974iApproximate average salary by contribution assumption: employee only about $249,362 at 4% or $166,241 at 6%; with 50% employer match about $166,241 at 4% or $110,827 at 6%; with 100% employer match about $124,681 at 4% or $83,121 at 6%.
Moran & Shams Pa Profit Sharing Plan-19$5,519,306$189,515$9,974iApproximate average salary by contribution assumption: employee only about $249,362 at 4% or $166,241 at 6%; with 50% employer match about $166,241 at 4% or $110,827 at 6%; with 100% employer match about $124,681 at 4% or $83,121 at 6%.