Moreno & Associates Inc.
Plan context: Moreno & Associates Inc. Profit Sharing 401(K) Plan
EIN 77-0341190 • San Jose, CA • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
31
2024 Assets
$2,973,001
2024 Contributions
$211,757
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 31 | $2,973,001 | $211,757 | $6,831iApproximate average salary by contribution assumption: employee only about $170,772 at 4% or $113,848 at 6%; with 50% employer match about $113,848 at 4% or $75,899 at 6%; with 100% employer match about $85,386 at 4% or $56,924 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 31 | $2,973,001 | $211,757 | $6,831iApproximate average salary by contribution assumption: employee only about $170,772 at 4% or $113,848 at 6%; with 50% employer match about $113,848 at 4% or $75,899 at 6%; with 100% employer match about $85,386 at 4% or $56,924 at 6%. |
| 2023 | 1 | 32 | $2,881,194 | $192,369 | $6,012iApproximate average salary by contribution assumption: employee only about $150,288 at 4% or $100,192 at 6%; with 50% employer match about $100,192 at 4% or $66,795 at 6%; with 100% employer match about $75,144 at 4% or $50,096 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 32 | $2,881,194 | $192,369 | $6,012iApproximate average salary by contribution assumption: employee only about $150,288 at 4% or $100,192 at 6%; with 50% employer match about $100,192 at 4% or $66,795 at 6%; with 100% employer match about $75,144 at 4% or $50,096 at 6%. |
| 2022 | 1 | 156 | $2,435,367 | $213,003 | $1,365iApproximate average salary by contribution assumption: employee only about $34,135 at 4% or $22,757 at 6%; with 50% employer match about $22,757 at 4% or $15,171 at 6%; with 100% employer match about $17,068 at 4% or $11,378 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 156 | $2,435,367 | $213,003 | $1,365iApproximate average salary by contribution assumption: employee only about $34,135 at 4% or $22,757 at 6%; with 50% employer match about $22,757 at 4% or $15,171 at 6%; with 100% employer match about $17,068 at 4% or $11,378 at 6%. |
| 2021 | 1 | 147 | $2,859,637 | $230,033 | $1,565iApproximate average salary by contribution assumption: employee only about $39,121 at 4% or $26,081 at 6%; with 50% employer match about $26,081 at 4% or $17,387 at 6%; with 100% employer match about $19,561 at 4% or $13,040 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 147 | $2,859,637 | $230,033 | $1,565iApproximate average salary by contribution assumption: employee only about $39,121 at 4% or $26,081 at 6%; with 50% employer match about $26,081 at 4% or $17,387 at 6%; with 100% employer match about $19,561 at 4% or $13,040 at 6%. |
| 2020 | 1 | 160 | $2,470,606 | $194,884 | $1,218iApproximate average salary by contribution assumption: employee only about $30,451 at 4% or $20,300 at 6%; with 50% employer match about $20,300 at 4% or $13,534 at 6%; with 100% employer match about $15,225 at 4% or $10,150 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 160 | $2,470,606 | $194,884 | $1,218iApproximate average salary by contribution assumption: employee only about $30,451 at 4% or $20,300 at 6%; with 50% employer match about $20,300 at 4% or $13,534 at 6%; with 100% employer match about $15,225 at 4% or $10,150 at 6%. |
| 2019 | 1 | 141 | $2,048,005 | $160,899 | $1,141iApproximate average salary by contribution assumption: employee only about $28,528 at 4% or $19,019 at 6%; with 50% employer match about $19,019 at 4% or $12,679 at 6%; with 100% employer match about $14,264 at 4% or $9,509 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 141 | $2,048,005 | $160,899 | $1,141iApproximate average salary by contribution assumption: employee only about $28,528 at 4% or $19,019 at 6%; with 50% employer match about $19,019 at 4% or $12,679 at 6%; with 100% employer match about $14,264 at 4% or $9,509 at 6%. |
| 2018 | 1 | 140 | $1,721,801 | $208,021 | $1,486iApproximate average salary by contribution assumption: employee only about $37,147 at 4% or $24,764 at 6%; with 50% employer match about $24,764 at 4% or $16,510 at 6%; with 100% employer match about $18,573 at 4% or $12,382 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 140 | $1,721,801 | $208,021 | $1,486iApproximate average salary by contribution assumption: employee only about $37,147 at 4% or $24,764 at 6%; with 50% employer match about $24,764 at 4% or $16,510 at 6%; with 100% employer match about $18,573 at 4% or $12,382 at 6%. |
| 2017 | 1 | 125 | $1,899,600 | $222,547 | $1,780iApproximate average salary by contribution assumption: employee only about $44,509 at 4% or $29,673 at 6%; with 50% employer match about $29,673 at 4% or $19,782 at 6%; with 100% employer match about $22,255 at 4% or $14,836 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 125 | $1,899,600 | $222,547 | $1,780iApproximate average salary by contribution assumption: employee only about $44,509 at 4% or $29,673 at 6%; with 50% employer match about $29,673 at 4% or $19,782 at 6%; with 100% employer match about $22,255 at 4% or $14,836 at 6%. |
| 2016 | 1 | 133 | $1,494,479 | $185,942 | $1,398iApproximate average salary by contribution assumption: employee only about $34,952 at 4% or $23,301 at 6%; with 50% employer match about $23,301 at 4% or $15,534 at 6%; with 100% employer match about $17,476 at 4% or $11,651 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 133 | $1,494,479 | $185,942 | $1,398iApproximate average salary by contribution assumption: employee only about $34,952 at 4% or $23,301 at 6%; with 50% employer match about $23,301 at 4% or $15,534 at 6%; with 100% employer match about $17,476 at 4% or $11,651 at 6%. |
| 2015 | 1 | 128 | $1,248,101 | $181,366 | $1,417iApproximate average salary by contribution assumption: employee only about $35,423 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,744 at 6%; with 100% employer match about $17,712 at 4% or $11,808 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 128 | $1,248,101 | $181,366 | $1,417iApproximate average salary by contribution assumption: employee only about $35,423 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,744 at 6%; with 100% employer match about $17,712 at 4% or $11,808 at 6%. |
| 2014 | 1 | 107 | $1,129,206 | $166,780 | $1,559iApproximate average salary by contribution assumption: employee only about $38,967 at 4% or $25,978 at 6%; with 50% employer match about $25,978 at 4% or $17,319 at 6%; with 100% employer match about $19,484 at 4% or $12,989 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 107 | $1,129,206 | $166,780 | $1,559iApproximate average salary by contribution assumption: employee only about $38,967 at 4% or $25,978 at 6%; with 50% employer match about $25,978 at 4% or $17,319 at 6%; with 100% employer match about $19,484 at 4% or $12,989 at 6%. |
| 2013 | 1 | 37 | $922,296 | $105,984 | $2,864iApproximate average salary by contribution assumption: employee only about $71,611 at 4% or $47,741 at 6%; with 50% employer match about $47,741 at 4% or $31,827 at 6%; with 100% employer match about $35,805 at 4% or $23,870 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 37 | $922,296 | $105,984 | $2,864iApproximate average salary by contribution assumption: employee only about $71,611 at 4% or $47,741 at 6%; with 50% employer match about $47,741 at 4% or $31,827 at 6%; with 100% employer match about $35,805 at 4% or $23,870 at 6%. |
| 2012 | 1 | 38 | $850,172 | $89,266 | $2,349iApproximate average salary by contribution assumption: employee only about $58,728 at 4% or $39,152 at 6%; with 50% employer match about $39,152 at 4% or $26,101 at 6%; with 100% employer match about $29,364 at 4% or $19,576 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 38 | $850,172 | $89,266 | $2,349iApproximate average salary by contribution assumption: employee only about $58,728 at 4% or $39,152 at 6%; with 50% employer match about $39,152 at 4% or $26,101 at 6%; with 100% employer match about $29,364 at 4% or $19,576 at 6%. |
| 2011 | 1 | 40 | $745,286 | $92,143 | $2,304iApproximate average salary by contribution assumption: employee only about $57,589 at 4% or $38,393 at 6%; with 50% employer match about $38,393 at 4% or $25,595 at 6%; with 100% employer match about $28,795 at 4% or $19,196 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 40 | $745,286 | $92,143 | $2,304iApproximate average salary by contribution assumption: employee only about $57,589 at 4% or $38,393 at 6%; with 50% employer match about $38,393 at 4% or $25,595 at 6%; with 100% employer match about $28,795 at 4% or $19,196 at 6%. |
| 2010 | 1 | 41 | $649,455 | $70,303 | $1,715iApproximate average salary by contribution assumption: employee only about $42,868 at 4% or $28,578 at 6%; with 50% employer match about $28,578 at 4% or $19,052 at 6%; with 100% employer match about $21,434 at 4% or $14,289 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 41 | $649,455 | $70,303 | $1,715iApproximate average salary by contribution assumption: employee only about $42,868 at 4% or $28,578 at 6%; with 50% employer match about $28,578 at 4% or $19,052 at 6%; with 100% employer match about $21,434 at 4% or $14,289 at 6%. |
| 2009 | 1 | 60 | $550,652 | $52,260 | $871iApproximate average salary by contribution assumption: employee only about $21,775 at 4% or $14,517 at 6%; with 50% employer match about $14,517 at 4% or $9,678 at 6%; with 100% employer match about $10,888 at 4% or $7,258 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 60 | $550,652 | $52,260 | $871iApproximate average salary by contribution assumption: employee only about $21,775 at 4% or $14,517 at 6%; with 50% employer match about $14,517 at 4% or $9,678 at 6%; with 100% employer match about $10,888 at 4% or $7,258 at 6%. |
| 2008 | 1 | 78 | $433,991 | $58,280 | $747iApproximate average salary by contribution assumption: employee only about $18,679 at 4% or $12,453 at 6%; with 50% employer match about $12,453 at 4% or $8,302 at 6%; with 100% employer match about $9,340 at 4% or $6,226 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 78 | $433,991 | $58,280 | $747iApproximate average salary by contribution assumption: employee only about $18,679 at 4% or $12,453 at 6%; with 50% employer match about $12,453 at 4% or $8,302 at 6%; with 100% employer match about $9,340 at 4% or $6,226 at 6%. |
| 2007 | 1 | 84 | $604,810 | $90,877 | $1,082iApproximate average salary by contribution assumption: employee only about $27,047 at 4% or $18,031 at 6%; with 50% employer match about $18,031 at 4% or $12,021 at 6%; with 100% employer match about $13,523 at 4% or $9,016 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 84 | $604,810 | $90,877 | $1,082iApproximate average salary by contribution assumption: employee only about $27,047 at 4% or $18,031 at 6%; with 50% employer match about $18,031 at 4% or $12,021 at 6%; with 100% employer match about $13,523 at 4% or $9,016 at 6%. |
| 2006 | 1 | 73 | $503,228 | $106,783 | $1,463iApproximate average salary by contribution assumption: employee only about $36,570 at 4% or $24,380 at 6%; with 50% employer match about $24,380 at 4% or $16,253 at 6%; with 100% employer match about $18,285 at 4% or $12,190 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 73 | $503,228 | $106,783 | $1,463iApproximate average salary by contribution assumption: employee only about $36,570 at 4% or $24,380 at 6%; with 50% employer match about $24,380 at 4% or $16,253 at 6%; with 100% employer match about $18,285 at 4% or $12,190 at 6%. |
| 2005 | 1 | 70 | $364,963 | $83,479 | $1,193iApproximate average salary by contribution assumption: employee only about $29,814 at 4% or $19,876 at 6%; with 50% employer match about $19,876 at 4% or $13,251 at 6%; with 100% employer match about $14,907 at 4% or $9,938 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 70 | $364,963 | $83,479 | $1,193iApproximate average salary by contribution assumption: employee only about $29,814 at 4% or $19,876 at 6%; with 50% employer match about $19,876 at 4% or $13,251 at 6%; with 100% employer match about $14,907 at 4% or $9,938 at 6%. |
| 2004 | 1 | 65 | $284,835 | $60,003 | $923iApproximate average salary by contribution assumption: employee only about $23,078 at 4% or $15,385 at 6%; with 50% employer match about $15,385 at 4% or $10,257 at 6%; with 100% employer match about $11,539 at 4% or $7,693 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 65 | $284,835 | $60,003 | $923iApproximate average salary by contribution assumption: employee only about $23,078 at 4% or $15,385 at 6%; with 50% employer match about $15,385 at 4% or $10,257 at 6%; with 100% employer match about $11,539 at 4% or $7,693 at 6%. |
| 2003 | 1 | 57 | $216,800 | $61,747 | $1,083iApproximate average salary by contribution assumption: employee only about $27,082 at 4% or $18,055 at 6%; with 50% employer match about $18,055 at 4% or $12,036 at 6%; with 100% employer match about $13,541 at 4% or $9,027 at 6%. |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 57 | $216,800 | $61,747 | $1,083iApproximate average salary by contribution assumption: employee only about $27,082 at 4% or $18,055 at 6%; with 50% employer match about $18,055 at 4% or $12,036 at 6%; with 100% employer match about $13,541 at 4% or $9,027 at 6%. |
| 2002 | 1 | 61 | $0 | $0 | - |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 61 | - | - | - |
| 2001 | 1 | 44 | $0 | $0 | - |
| Moreno & Associates Inc. Profit Sharing 401(K) Plan | - | 44 | - | - | - |