Civic Intelligence

Mowatt Financial Inc.

Plan context: Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust

EIN 84-1187425 • Naples, FL • 20 filings • 7 plans

12451 Twineagles Blvd.Naples, FL 34120
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$2,842,192

2017 Contributions

$137,246

Historical Graphs

Total Assets Over Time

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

$2,848,016$1,424,008$0200020102017YearValue
$2,842,192Latest year 2017

Participants Over Time

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

1050200020092017YearValue
3Latest year 2017

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
201723$2,842,192$137,246$45,749iApproximate average salary by contribution assumption: employee only about $1,143,717 at 4% or $762,478 at 6%; with 50% employer match about $762,478 at 4% or $508,319 at 6%; with 100% employer match about $571,858 at 4% or $381,239 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-3$2,842,192$137,246$45,749iApproximate average salary by contribution assumption: employee only about $1,143,717 at 4% or $762,478 at 6%; with 50% employer match about $762,478 at 4% or $508,319 at 6%; with 100% employer match about $571,858 at 4% or $381,239 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-0$0--
201617$2,848,016$134,878$19,268iApproximate average salary by contribution assumption: employee only about $481,707 at 4% or $321,138 at 6%; with 50% employer match about $321,138 at 4% or $214,092 at 6%; with 100% employer match about $240,854 at 4% or $160,569 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-7$2,848,016$134,878$19,268iApproximate average salary by contribution assumption: employee only about $481,707 at 4% or $321,138 at 6%; with 50% employer match about $321,138 at 4% or $214,092 at 6%; with 100% employer match about $240,854 at 4% or $160,569 at 6%.
2015110$2,553,480$156,756$15,676iApproximate average salary by contribution assumption: employee only about $391,890 at 4% or $261,260 at 6%; with 50% employer match about $261,260 at 4% or $174,173 at 6%; with 100% employer match about $195,945 at 4% or $130,630 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-10$2,553,480$156,756$15,676iApproximate average salary by contribution assumption: employee only about $391,890 at 4% or $261,260 at 6%; with 50% employer match about $261,260 at 4% or $174,173 at 6%; with 100% employer match about $195,945 at 4% or $130,630 at 6%.
201419$2,512,565$149,276$16,586iApproximate average salary by contribution assumption: employee only about $414,656 at 4% or $276,437 at 6%; with 50% employer match about $276,437 at 4% or $184,291 at 6%; with 100% employer match about $207,328 at 4% or $138,219 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-9$2,512,565$149,276$16,586iApproximate average salary by contribution assumption: employee only about $414,656 at 4% or $276,437 at 6%; with 50% employer match about $276,437 at 4% or $184,291 at 6%; with 100% employer match about $207,328 at 4% or $138,219 at 6%.
201318$2,154,661$127,760$15,970iApproximate average salary by contribution assumption: employee only about $399,250 at 4% or $266,167 at 6%; with 50% employer match about $266,167 at 4% or $177,444 at 6%; with 100% employer match about $199,625 at 4% or $133,083 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-8$2,154,661$127,760$15,970iApproximate average salary by contribution assumption: employee only about $399,250 at 4% or $266,167 at 6%; with 50% employer match about $266,167 at 4% or $177,444 at 6%; with 100% employer match about $199,625 at 4% or $133,083 at 6%.
201218$1,845,106$119,042$14,880iApproximate average salary by contribution assumption: employee only about $372,006 at 4% or $248,004 at 6%; with 50% employer match about $248,004 at 4% or $165,336 at 6%; with 100% employer match about $186,003 at 4% or $124,002 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-8$1,845,106$119,042$14,880iApproximate average salary by contribution assumption: employee only about $372,006 at 4% or $248,004 at 6%; with 50% employer match about $248,004 at 4% or $165,336 at 6%; with 100% employer match about $186,003 at 4% or $124,002 at 6%.
201118$1,490,409$18,641$2,330iApproximate average salary by contribution assumption: employee only about $58,253 at 4% or $38,835 at 6%; with 50% employer match about $38,835 at 4% or $25,890 at 6%; with 100% employer match about $29,127 at 4% or $19,418 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-8$1,490,409$18,641$2,330iApproximate average salary by contribution assumption: employee only about $58,253 at 4% or $38,835 at 6%; with 50% employer match about $38,835 at 4% or $25,890 at 6%; with 100% employer match about $29,127 at 4% or $19,418 at 6%.
2010110$1,477,190$18,641$1,864iApproximate average salary by contribution assumption: employee only about $46,603 at 4% or $31,068 at 6%; with 50% employer match about $31,068 at 4% or $20,712 at 6%; with 100% employer match about $23,301 at 4% or $15,534 at 6%.
MOWATT FINANCIAL INC. 401(K) PROFIT SHARING PLAN & TRUST-10$1,477,190$18,641$1,864iApproximate average salary by contribution assumption: employee only about $46,603 at 4% or $31,068 at 6%; with 50% employer match about $31,068 at 4% or $20,712 at 6%; with 100% employer match about $23,301 at 4% or $15,534 at 6%.
200915$1,277,235$73,076$14,615iApproximate average salary by contribution assumption: employee only about $365,380 at 4% or $243,587 at 6%; with 50% employer match about $243,587 at 4% or $162,391 at 6%; with 100% employer match about $182,690 at 4% or $121,793 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-5$1,277,235$73,076$14,615iApproximate average salary by contribution assumption: employee only about $365,380 at 4% or $243,587 at 6%; with 50% employer match about $243,587 at 4% or $162,391 at 6%; with 100% employer match about $182,690 at 4% or $121,793 at 6%.
200814$924,314$79,341$19,835iApproximate average salary by contribution assumption: employee only about $495,881 at 4% or $330,588 at 6%; with 50% employer match about $330,588 at 4% or $220,392 at 6%; with 100% employer match about $247,941 at 4% or $165,294 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-4$924,314$79,341$19,835iApproximate average salary by contribution assumption: employee only about $495,881 at 4% or $330,588 at 6%; with 50% employer match about $330,588 at 4% or $220,392 at 6%; with 100% employer match about $247,941 at 4% or $165,294 at 6%.
200715$0$0-
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-5---
200615$1,152,786$54,337$10,867iApproximate average salary by contribution assumption: employee only about $271,685 at 4% or $181,123 at 6%; with 50% employer match about $181,123 at 4% or $120,749 at 6%; with 100% employer match about $135,843 at 4% or $90,562 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-5$1,152,786$54,337$10,867iApproximate average salary by contribution assumption: employee only about $271,685 at 4% or $181,123 at 6%; with 50% employer match about $181,123 at 4% or $120,749 at 6%; with 100% employer match about $135,843 at 4% or $90,562 at 6%.
200515$1,010,284$121,787$24,357iApproximate average salary by contribution assumption: employee only about $608,935 at 4% or $405,957 at 6%; with 50% employer match about $405,957 at 4% or $270,638 at 6%; with 100% employer match about $304,468 at 4% or $202,978 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-5$1,010,284$121,787$24,357iApproximate average salary by contribution assumption: employee only about $608,935 at 4% or $405,957 at 6%; with 50% employer match about $405,957 at 4% or $270,638 at 6%; with 100% employer match about $304,468 at 4% or $202,978 at 6%.
200414$837,810$104,313$26,078iApproximate average salary by contribution assumption: employee only about $651,956 at 4% or $434,638 at 6%; with 50% employer match about $434,638 at 4% or $289,758 at 6%; with 100% employer match about $325,978 at 4% or $217,319 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-4$837,810$104,313$26,078iApproximate average salary by contribution assumption: employee only about $651,956 at 4% or $434,638 at 6%; with 50% employer match about $434,638 at 4% or $289,758 at 6%; with 100% employer match about $325,978 at 4% or $217,319 at 6%.
200314$719,698$0-
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-4$719,698--
200217$533,267$31,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-7$533,267$31,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
200126$0$41,424$6,904iApproximate average salary by contribution assumption: employee only about $172,600 at 4% or $115,067 at 6%; with 50% employer match about $115,067 at 4% or $76,711 at 6%; with 100% employer match about $86,300 at 4% or $57,533 at 6%.
MOWATT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-0-$41,424-
Mowatt Financial Inc. 401(K) Profit Sharing Plan & Trust-6---
200015$265,185$36,531$7,306iApproximate average salary by contribution assumption: employee only about $182,655 at 4% or $121,770 at 6%; with 50% employer match about $121,770 at 4% or $81,180 at 6%; with 100% employer match about $91,328 at 4% or $60,885 at 6%.
MOWATT FINANCIAL, INC. MONEY PURCHASE PENSION PLAN-5$265,185$36,531$7,306iApproximate average salary by contribution assumption: employee only about $182,655 at 4% or $121,770 at 6%; with 50% employer match about $121,770 at 4% or $81,180 at 6%; with 100% employer match about $91,328 at 4% or $60,885 at 6%.