Mosher Financial Advisors LLC
Plan context: Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan
EIN 82-3054990 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$13,807,570
2024 Contributions
$277,647
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 | 7 | $13,807,570 | $277,647 | $39,664iApproximate average salary by contribution assumption: employee only about $991,596 at 4% or $661,064 at 6%; with 50% employer match about $661,064 at 4% or $440,710 at 6%; with 100% employer match about $495,798 at 4% or $330,532 at 6%. |
| Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $13,807,570 | $277,647 | $39,664iApproximate average salary by contribution assumption: employee only about $991,596 at 4% or $661,064 at 6%; with 50% employer match about $661,064 at 4% or $440,710 at 6%; with 100% employer match about $495,798 at 4% or $330,532 at 6%. |
| 2023 | 1 | 8 | $10,893,573 | $233,542 | $29,193iApproximate average salary by contribution assumption: employee only about $729,819 at 4% or $486,546 at 6%; with 50% employer match about $486,546 at 4% or $324,364 at 6%; with 100% employer match about $364,909 at 4% or $243,273 at 6%. |
| Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan | - | 8 | $10,893,573 | $233,542 | $29,193iApproximate average salary by contribution assumption: employee only about $729,819 at 4% or $486,546 at 6%; with 50% employer match about $486,546 at 4% or $324,364 at 6%; with 100% employer match about $364,909 at 4% or $243,273 at 6%. |
| 2022 | 1 | 8 | $9,026,298 | $235,726 | $29,466iApproximate average salary by contribution assumption: employee only about $736,644 at 4% or $491,096 at 6%; with 50% employer match about $491,096 at 4% or $327,397 at 6%; with 100% employer match about $368,322 at 4% or $245,548 at 6%. |
| Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan | - | 8 | $9,026,298 | $235,726 | $29,466iApproximate average salary by contribution assumption: employee only about $736,644 at 4% or $491,096 at 6%; with 50% employer match about $491,096 at 4% or $327,397 at 6%; with 100% employer match about $368,322 at 4% or $245,548 at 6%. |
| 2021 | 1 | 6 | $10,210,981 | $227,667 | $37,945iApproximate average salary by contribution assumption: employee only about $948,613 at 4% or $632,408 at 6%; with 50% employer match about $632,408 at 4% or $421,606 at 6%; with 100% employer match about $474,306 at 4% or $316,204 at 6%. |
| Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan | - | 6 | $10,210,981 | $227,667 | $37,945iApproximate average salary by contribution assumption: employee only about $948,613 at 4% or $632,408 at 6%; with 50% employer match about $632,408 at 4% or $421,606 at 6%; with 100% employer match about $474,306 at 4% or $316,204 at 6%. |
| 2020 | 1 | 8 | $9,988,170 | $220,803 | $27,600iApproximate average salary by contribution assumption: employee only about $690,009 at 4% or $460,006 at 6%; with 50% employer match about $460,006 at 4% or $306,671 at 6%; with 100% employer match about $345,005 at 4% or $230,003 at 6%. |
| Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan | - | 8 | $9,988,170 | $220,803 | $27,600iApproximate average salary by contribution assumption: employee only about $690,009 at 4% or $460,006 at 6%; with 50% employer match about $460,006 at 4% or $306,671 at 6%; with 100% employer match about $345,005 at 4% or $230,003 at 6%. |
| 2019 | 1 | 7 | $8,865,500 | $226,099 | $32,300iApproximate average salary by contribution assumption: employee only about $807,496 at 4% or $538,331 at 6%; with 50% employer match about $538,331 at 4% or $358,887 at 6%; with 100% employer match about $403,748 at 4% or $269,165 at 6%. |
| Mosher & Ellis Financial Planning Inc. 401(K) Profit Sharing Plan | - | 7 | $8,865,500 | $226,099 | $32,300iApproximate average salary by contribution assumption: employee only about $807,496 at 4% or $538,331 at 6%; with 50% employer match about $538,331 at 4% or $358,887 at 6%; with 100% employer match about $403,748 at 4% or $269,165 at 6%. |