Civic Intelligence

Mora Wealth Management LLC

Plan context: Mora Wealth Management, L.L.C.

EIN 65-0974286 • Miami, FL • 24 filings • 4 plans

1450 Brickell Avenue Suite 2900Miami, FL 33131
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$3,621,374

2024 Contributions

$611,186

Historical Graphs

Total Assets Over Time

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

$3,621,374$1,810,687$0200120132024YearValue
$3,621,374Latest year 2024

Participants Over Time

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

43220200120132024YearValue
38Latest 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
2024138$3,621,374$611,186$16,084iApproximate average salary by contribution assumption: employee only about $402,096 at 4% or $268,064 at 6%; with 50% employer match about $268,064 at 4% or $178,709 at 6%; with 100% employer match about $201,048 at 4% or $134,032 at 6%.
Mora Wealth Management, L.L.C.-38$3,621,374$611,186$16,084iApproximate average salary by contribution assumption: employee only about $402,096 at 4% or $268,064 at 6%; with 50% employer match about $268,064 at 4% or $178,709 at 6%; with 100% employer match about $201,048 at 4% or $134,032 at 6%.
2023143$2,930,436$616,831$14,345iApproximate average salary by contribution assumption: employee only about $358,623 at 4% or $239,082 at 6%; with 50% employer match about $239,082 at 4% or $159,388 at 6%; with 100% employer match about $179,311 at 4% or $119,541 at 6%.
Mora Wealth Management, L.L.C.-43$2,930,436$616,831$14,345iApproximate average salary by contribution assumption: employee only about $358,623 at 4% or $239,082 at 6%; with 50% employer match about $239,082 at 4% or $159,388 at 6%; with 100% employer match about $179,311 at 4% or $119,541 at 6%.
2022141$2,262,972$554,196$13,517iApproximate average salary by contribution assumption: employee only about $337,924 at 4% or $225,283 at 6%; with 50% employer match about $225,283 at 4% or $150,189 at 6%; with 100% employer match about $168,962 at 4% or $112,641 at 6%.
Mora Wealth Management, L.L.C.-41$2,262,972$554,196$13,517iApproximate average salary by contribution assumption: employee only about $337,924 at 4% or $225,283 at 6%; with 50% employer match about $225,283 at 4% or $150,189 at 6%; with 100% employer match about $168,962 at 4% or $112,641 at 6%.
2021137$2,658,688$512,509$13,852iApproximate average salary by contribution assumption: employee only about $346,290 at 4% or $230,860 at 6%; with 50% employer match about $230,860 at 4% or $153,907 at 6%; with 100% employer match about $173,145 at 4% or $115,430 at 6%.
Mora Wealth Management, L.L.C.-37$2,658,688$512,509$13,852iApproximate average salary by contribution assumption: employee only about $346,290 at 4% or $230,860 at 6%; with 50% employer match about $230,860 at 4% or $153,907 at 6%; with 100% employer match about $173,145 at 4% or $115,430 at 6%.
2020133$2,076,814$393,270$11,917iApproximate average salary by contribution assumption: employee only about $297,932 at 4% or $198,621 at 6%; with 50% employer match about $198,621 at 4% or $132,414 at 6%; with 100% employer match about $148,966 at 4% or $99,311 at 6%.
Mora Wealth Management, L.L.C.-33$2,076,814$393,270$11,917iApproximate average salary by contribution assumption: employee only about $297,932 at 4% or $198,621 at 6%; with 50% employer match about $198,621 at 4% or $132,414 at 6%; with 100% employer match about $148,966 at 4% or $99,311 at 6%.
2019132$1,458,155$290,386$9,075iApproximate average salary by contribution assumption: employee only about $226,864 at 4% or $151,243 at 6%; with 50% employer match about $151,243 at 4% or $100,828 at 6%; with 100% employer match about $113,432 at 4% or $75,621 at 6%.
Mora Wealth Management, L.L.C.-32$1,458,155$290,386$9,075iApproximate average salary by contribution assumption: employee only about $226,864 at 4% or $151,243 at 6%; with 50% employer match about $151,243 at 4% or $100,828 at 6%; with 100% employer match about $113,432 at 4% or $75,621 at 6%.
2018127$989,093$238,796$8,844iApproximate average salary by contribution assumption: employee only about $221,107 at 4% or $147,405 at 6%; with 50% employer match about $147,405 at 4% or $98,270 at 6%; with 100% employer match about $110,554 at 4% or $73,702 at 6%.
Mora Wealth Management, L.L.C.-27$989,093$238,796$8,844iApproximate average salary by contribution assumption: employee only about $221,107 at 4% or $147,405 at 6%; with 50% employer match about $147,405 at 4% or $98,270 at 6%; with 100% employer match about $110,554 at 4% or $73,702 at 6%.
2017118$1,054,526$198,885$11,049iApproximate average salary by contribution assumption: employee only about $276,229 at 4% or $184,153 at 6%; with 50% employer match about $184,153 at 4% or $122,769 at 6%; with 100% employer match about $138,115 at 4% or $92,076 at 6%.
Mora Wealth Management, L.L.C.-18$1,054,526$198,885$11,049iApproximate average salary by contribution assumption: employee only about $276,229 at 4% or $184,153 at 6%; with 50% employer match about $184,153 at 4% or $122,769 at 6%; with 100% employer match about $138,115 at 4% or $92,076 at 6%.
2016118$1,185,697$203,918$11,329iApproximate average salary by contribution assumption: employee only about $283,219 at 4% or $188,813 at 6%; with 50% employer match about $188,813 at 4% or $125,875 at 6%; with 100% employer match about $141,610 at 4% or $94,406 at 6%.
Mora Wealth Management, L.L.C.-18$1,185,697$203,918$11,329iApproximate average salary by contribution assumption: employee only about $283,219 at 4% or $188,813 at 6%; with 50% employer match about $188,813 at 4% or $125,875 at 6%; with 100% employer match about $141,610 at 4% or $94,406 at 6%.
2015119$984,675$268,884$14,152iApproximate average salary by contribution assumption: employee only about $353,795 at 4% or $235,863 at 6%; with 50% employer match about $235,863 at 4% or $157,242 at 6%; with 100% employer match about $176,897 at 4% or $117,932 at 6%.
Mora Wealth Management, L.L.C.-19$984,675$268,884$14,152iApproximate average salary by contribution assumption: employee only about $353,795 at 4% or $235,863 at 6%; with 50% employer match about $235,863 at 4% or $157,242 at 6%; with 100% employer match about $176,897 at 4% or $117,932 at 6%.
2014116$762,344$178,394$11,150iApproximate average salary by contribution assumption: employee only about $278,741 at 4% or $185,827 at 6%; with 50% employer match about $185,827 at 4% or $123,885 at 6%; with 100% employer match about $139,370 at 4% or $92,914 at 6%.
Mora Wealth Management, L.L.C.-16$762,344$178,394$11,150iApproximate average salary by contribution assumption: employee only about $278,741 at 4% or $185,827 at 6%; with 50% employer match about $185,827 at 4% or $123,885 at 6%; with 100% employer match about $139,370 at 4% or $92,914 at 6%.
2013113$590,239$165,625$12,740iApproximate average salary by contribution assumption: employee only about $318,510 at 4% or $212,340 at 6%; with 50% employer match about $212,340 at 4% or $141,560 at 6%; with 100% employer match about $159,255 at 4% or $106,170 at 6%.
Mora Wealth Management, L.L.C.-13$590,239$165,625$12,740iApproximate average salary by contribution assumption: employee only about $318,510 at 4% or $212,340 at 6%; with 50% employer match about $212,340 at 4% or $141,560 at 6%; with 100% employer match about $159,255 at 4% or $106,170 at 6%.
201218$415,633$117,086$14,636iApproximate average salary by contribution assumption: employee only about $365,894 at 4% or $243,929 at 6%; with 50% employer match about $243,929 at 4% or $162,619 at 6%; with 100% employer match about $182,947 at 4% or $121,965 at 6%.
Mora Wealth Management, L.L.C.-8$415,633$117,086$14,636iApproximate average salary by contribution assumption: employee only about $365,894 at 4% or $243,929 at 6%; with 50% employer match about $243,929 at 4% or $162,619 at 6%; with 100% employer match about $182,947 at 4% or $121,965 at 6%.
201117$437,309$39,213$5,602iApproximate average salary by contribution assumption: employee only about $140,046 at 4% or $93,364 at 6%; with 50% employer match about $93,364 at 4% or $62,243 at 6%; with 100% employer match about $70,023 at 4% or $46,682 at 6%.
Mora Wealth Management, L.L.C.-7$437,309$39,213$5,602iApproximate average salary by contribution assumption: employee only about $140,046 at 4% or $93,364 at 6%; with 50% employer match about $93,364 at 4% or $62,243 at 6%; with 100% employer match about $70,023 at 4% or $46,682 at 6%.
201016$397,313$37,491$6,249iApproximate average salary by contribution assumption: employee only about $156,213 at 4% or $104,142 at 6%; with 50% employer match about $104,142 at 4% or $69,428 at 6%; with 100% employer match about $78,106 at 4% or $52,071 at 6%.
Mora Wealth Management, L.L.C.-6$397,313$37,491$6,249iApproximate average salary by contribution assumption: employee only about $156,213 at 4% or $104,142 at 6%; with 50% employer match about $104,142 at 4% or $69,428 at 6%; with 100% employer match about $78,106 at 4% or $52,071 at 6%.
200916$356,495$38,122$6,354iApproximate average salary by contribution assumption: employee only about $158,842 at 4% or $105,894 at 6%; with 50% employer match about $105,894 at 4% or $70,596 at 6%; with 100% employer match about $79,421 at 4% or $52,947 at 6%.
Mora Wealth Management, L.L.C.-6$356,495$38,122$6,354iApproximate average salary by contribution assumption: employee only about $158,842 at 4% or $105,894 at 6%; with 50% employer match about $105,894 at 4% or $70,596 at 6%; with 100% employer match about $79,421 at 4% or $52,947 at 6%.
200816$451,566$35,703$5,951iApproximate average salary by contribution assumption: employee only about $148,763 at 4% or $99,175 at 6%; with 50% employer match about $99,175 at 4% or $66,117 at 6%; with 100% employer match about $74,381 at 4% or $49,588 at 6%.
Mora Wealth Management, L.L.C.-6$451,566$35,703$5,951iApproximate average salary by contribution assumption: employee only about $148,763 at 4% or $99,175 at 6%; with 50% employer match about $99,175 at 4% or $66,117 at 6%; with 100% employer match about $74,381 at 4% or $49,588 at 6%.
200716$0$0-
Mora Wealth Management, L.L.C.-6---
200617$422,414$68,431$9,776iApproximate average salary by contribution assumption: employee only about $244,396 at 4% or $162,931 at 6%; with 50% employer match about $162,931 at 4% or $108,621 at 6%; with 100% employer match about $122,198 at 4% or $81,465 at 6%.
Mora Wealth Management, L.L.C.-7$422,414$68,431$9,776iApproximate average salary by contribution assumption: employee only about $244,396 at 4% or $162,931 at 6%; with 50% employer match about $162,931 at 4% or $108,621 at 6%; with 100% employer match about $122,198 at 4% or $81,465 at 6%.
200516$348,387$72,273$12,046iApproximate average salary by contribution assumption: employee only about $301,138 at 4% or $200,758 at 6%; with 50% employer match about $200,758 at 4% or $133,839 at 6%; with 100% employer match about $150,569 at 4% or $100,379 at 6%.
Mora Wealth Management, L.L.C.-6$348,387$72,273$12,046iApproximate average salary by contribution assumption: employee only about $301,138 at 4% or $200,758 at 6%; with 50% employer match about $200,758 at 4% or $133,839 at 6%; with 100% employer match about $150,569 at 4% or $100,379 at 6%.
200417$264,712$89,961$12,852iApproximate average salary by contribution assumption: employee only about $321,289 at 4% or $214,193 at 6%; with 50% employer match about $214,193 at 4% or $142,795 at 6%; with 100% employer match about $160,645 at 4% or $107,096 at 6%.
Mora Wealth Management, L.L.C.-7$264,712$89,961$12,852iApproximate average salary by contribution assumption: employee only about $321,289 at 4% or $214,193 at 6%; with 50% employer match about $214,193 at 4% or $142,795 at 6%; with 100% employer match about $160,645 at 4% or $107,096 at 6%.
200317$173,712$80,143$11,449iApproximate average salary by contribution assumption: employee only about $286,225 at 4% or $190,817 at 6%; with 50% employer match about $190,817 at 4% or $127,211 at 6%; with 100% employer match about $143,113 at 4% or $95,408 at 6%.
Mora Wealth Management, L.L.C.-7$173,712$80,143$11,449iApproximate average salary by contribution assumption: employee only about $286,225 at 4% or $190,817 at 6%; with 50% employer match about $190,817 at 4% or $127,211 at 6%; with 100% employer match about $143,113 at 4% or $95,408 at 6%.
200215$91,015$76,317$15,263iApproximate average salary by contribution assumption: employee only about $381,585 at 4% or $254,390 at 6%; with 50% employer match about $254,390 at 4% or $169,593 at 6%; with 100% employer match about $190,793 at 4% or $127,195 at 6%.
Mora Wealth Management, L.L.C.-5$91,015$76,317$15,263iApproximate average salary by contribution assumption: employee only about $381,585 at 4% or $254,390 at 6%; with 50% employer match about $254,390 at 4% or $169,593 at 6%; with 100% employer match about $190,793 at 4% or $127,195 at 6%.
200116$19,658$20,078$3,346iApproximate average salary by contribution assumption: employee only about $83,658 at 4% or $55,772 at 6%; with 50% employer match about $55,772 at 4% or $37,181 at 6%; with 100% employer match about $41,829 at 4% or $27,886 at 6%.
Mora Wealth Management, L.L.C.-6$19,658$20,078$3,346iApproximate average salary by contribution assumption: employee only about $83,658 at 4% or $55,772 at 6%; with 50% employer match about $55,772 at 4% or $37,181 at 6%; with 100% employer match about $41,829 at 4% or $27,886 at 6%.