Greg Mozian & Associates Inc.
Plan context: Greg Mozian & Associates Inc. 401K Profit Sharing Plan
EIN 84-1217968 • Basalt, CO • 21 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$1,040,066
2018 Contributions
$20,899
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 |
|---|---|---|---|---|---|
| 2018 | 2 | 4 | $1,040,066 | $20,899 | $5,225iApproximate average salary by contribution assumption: employee only about $130,619 at 4% or $87,079 at 6%; with 50% employer match about $87,079 at 4% or $58,053 at 6%; with 100% employer match about $65,309 at 4% or $43,540 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 4 | $1,040,066 | $20,899 | $5,225iApproximate average salary by contribution assumption: employee only about $130,619 at 4% or $87,079 at 6%; with 50% employer match about $87,079 at 4% or $58,053 at 6%; with 100% employer match about $65,309 at 4% or $43,540 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2017 | 1 | 3 | $1,109,545 | $20,649 | $6,883iApproximate average salary by contribution assumption: employee only about $172,075 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,358 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 3 | $1,109,545 | $20,649 | $6,883iApproximate average salary by contribution assumption: employee only about $172,075 at 4% or $114,717 at 6%; with 50% employer match about $114,717 at 4% or $76,478 at 6%; with 100% employer match about $86,038 at 4% or $57,358 at 6%. |
| 2016 | 1 | 4 | $1,205,066 | $45,576 | $11,394iApproximate average salary by contribution assumption: employee only about $284,850 at 4% or $189,900 at 6%; with 50% employer match about $189,900 at 4% or $126,600 at 6%; with 100% employer match about $142,425 at 4% or $94,950 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 4 | $1,205,066 | $45,576 | $11,394iApproximate average salary by contribution assumption: employee only about $284,850 at 4% or $189,900 at 6%; with 50% employer match about $189,900 at 4% or $126,600 at 6%; with 100% employer match about $142,425 at 4% or $94,950 at 6%. |
| 2015 | 1 | 4 | $1,084,939 | $62,029 | $15,507iApproximate average salary by contribution assumption: employee only about $387,681 at 4% or $258,454 at 6%; with 50% employer match about $258,454 at 4% or $172,303 at 6%; with 100% employer match about $193,841 at 4% or $129,227 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 4 | $1,084,939 | $62,029 | $15,507iApproximate average salary by contribution assumption: employee only about $387,681 at 4% or $258,454 at 6%; with 50% employer match about $258,454 at 4% or $172,303 at 6%; with 100% employer match about $193,841 at 4% or $129,227 at 6%. |
| 2014 | 1 | 4 | $1,045,356 | $63,463 | $15,866iApproximate average salary by contribution assumption: employee only about $396,644 at 4% or $264,429 at 6%; with 50% employer match about $264,429 at 4% or $176,286 at 6%; with 100% employer match about $198,322 at 4% or $132,215 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 4 | $1,045,356 | $63,463 | $15,866iApproximate average salary by contribution assumption: employee only about $396,644 at 4% or $264,429 at 6%; with 50% employer match about $264,429 at 4% or $176,286 at 6%; with 100% employer match about $198,322 at 4% or $132,215 at 6%. |
| 2013 | 1 | 5 | $970,512 | $69,838 | $13,968iApproximate average salary by contribution assumption: employee only about $349,190 at 4% or $232,793 at 6%; with 50% employer match about $232,793 at 4% or $155,196 at 6%; with 100% employer match about $174,595 at 4% or $116,397 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 5 | $970,512 | $69,838 | $13,968iApproximate average salary by contribution assumption: employee only about $349,190 at 4% or $232,793 at 6%; with 50% employer match about $232,793 at 4% or $155,196 at 6%; with 100% employer match about $174,595 at 4% or $116,397 at 6%. |
| 2012 | 1 | 5 | $753,802 | $73,470 | $14,694iApproximate average salary by contribution assumption: employee only about $367,350 at 4% or $244,900 at 6%; with 50% employer match about $244,900 at 4% or $163,267 at 6%; with 100% employer match about $183,675 at 4% or $122,450 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 5 | $753,802 | $73,470 | $14,694iApproximate average salary by contribution assumption: employee only about $367,350 at 4% or $244,900 at 6%; with 50% employer match about $244,900 at 4% or $163,267 at 6%; with 100% employer match about $183,675 at 4% or $122,450 at 6%. |
| 2011 | 1 | 5 | $617,312 | $47,390 | $9,478iApproximate average salary by contribution assumption: employee only about $236,950 at 4% or $157,967 at 6%; with 50% employer match about $157,967 at 4% or $105,311 at 6%; with 100% employer match about $118,475 at 4% or $78,983 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 5 | $617,312 | $47,390 | $9,478iApproximate average salary by contribution assumption: employee only about $236,950 at 4% or $157,967 at 6%; with 50% employer match about $157,967 at 4% or $105,311 at 6%; with 100% employer match about $118,475 at 4% or $78,983 at 6%. |
| 2010 | 1 | 4 | $588,322 | $41,002 | $10,251iApproximate average salary by contribution assumption: employee only about $256,263 at 4% or $170,842 at 6%; with 50% employer match about $170,842 at 4% or $113,894 at 6%; with 100% employer match about $128,131 at 4% or $85,421 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 4 | $588,322 | $41,002 | $10,251iApproximate average salary by contribution assumption: employee only about $256,263 at 4% or $170,842 at 6%; with 50% employer match about $170,842 at 4% or $113,894 at 6%; with 100% employer match about $128,131 at 4% or $85,421 at 6%. |
| 2009 | 1 | 4 | $485,613 | $46,206 | $11,552iApproximate average salary by contribution assumption: employee only about $288,788 at 4% or $192,525 at 6%; with 50% employer match about $192,525 at 4% or $128,350 at 6%; with 100% employer match about $144,394 at 4% or $96,263 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 4 | $485,613 | $46,206 | $11,552iApproximate average salary by contribution assumption: employee only about $288,788 at 4% or $192,525 at 6%; with 50% employer match about $192,525 at 4% or $128,350 at 6%; with 100% employer match about $144,394 at 4% or $96,263 at 6%. |
| 2008 | 1 | 9 | $385,737 | $62,963 | $6,996iApproximate average salary by contribution assumption: employee only about $174,897 at 4% or $116,598 at 6%; with 50% employer match about $116,598 at 4% or $77,732 at 6%; with 100% employer match about $87,449 at 4% or $58,299 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 9 | $385,737 | $62,963 | $6,996iApproximate average salary by contribution assumption: employee only about $174,897 at 4% or $116,598 at 6%; with 50% employer match about $116,598 at 4% or $77,732 at 6%; with 100% employer match about $87,449 at 4% or $58,299 at 6%. |
| 2007 | 1 | 10 | $0 | $0 | - |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 10 | - | - | - |
| 2006 | 1 | 9 | $378,645 | $55,941 | $6,216iApproximate average salary by contribution assumption: employee only about $155,392 at 4% or $103,594 at 6%; with 50% employer match about $103,594 at 4% or $69,063 at 6%; with 100% employer match about $77,696 at 4% or $51,797 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 9 | $378,645 | $55,941 | $6,216iApproximate average salary by contribution assumption: employee only about $155,392 at 4% or $103,594 at 6%; with 50% employer match about $103,594 at 4% or $69,063 at 6%; with 100% employer match about $77,696 at 4% or $51,797 at 6%. |
| 2005 | 1 | 9 | $287,557 | $48,474 | $5,386iApproximate average salary by contribution assumption: employee only about $134,650 at 4% or $89,767 at 6%; with 50% employer match about $89,767 at 4% or $59,844 at 6%; with 100% employer match about $67,325 at 4% or $44,883 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 9 | $287,557 | $48,474 | $5,386iApproximate average salary by contribution assumption: employee only about $134,650 at 4% or $89,767 at 6%; with 50% employer match about $89,767 at 4% or $59,844 at 6%; with 100% employer match about $67,325 at 4% or $44,883 at 6%. |
| 2004 | 1 | 10 | $212,767 | $41,413 | $4,141iApproximate average salary by contribution assumption: employee only about $103,533 at 4% or $69,022 at 6%; with 50% employer match about $69,022 at 4% or $46,014 at 6%; with 100% employer match about $51,766 at 4% or $34,511 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 10 | $212,767 | $41,413 | $4,141iApproximate average salary by contribution assumption: employee only about $103,533 at 4% or $69,022 at 6%; with 50% employer match about $69,022 at 4% or $46,014 at 6%; with 100% employer match about $51,766 at 4% or $34,511 at 6%. |
| 2003 | 1 | 11 | $153,054 | $58,088 | $5,281iApproximate average salary by contribution assumption: employee only about $132,018 at 4% or $88,012 at 6%; with 50% employer match about $88,012 at 4% or $58,675 at 6%; with 100% employer match about $66,009 at 4% or $44,006 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 11 | $153,054 | $58,088 | $5,281iApproximate average salary by contribution assumption: employee only about $132,018 at 4% or $88,012 at 6%; with 50% employer match about $88,012 at 4% or $58,675 at 6%; with 100% employer match about $66,009 at 4% or $44,006 at 6%. |
| 2002 | 1 | 9 | $68,911 | $26,914 | $2,990iApproximate average salary by contribution assumption: employee only about $74,761 at 4% or $49,841 at 6%; with 50% employer match about $49,841 at 4% or $33,227 at 6%; with 100% employer match about $37,381 at 4% or $24,920 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 9 | $68,911 | $26,914 | $2,990iApproximate average salary by contribution assumption: employee only about $74,761 at 4% or $49,841 at 6%; with 50% employer match about $49,841 at 4% or $33,227 at 6%; with 100% employer match about $37,381 at 4% or $24,920 at 6%. |
| 2001 | 1 | 8 | $55,944 | $18,778 | $2,347iApproximate average salary by contribution assumption: employee only about $58,681 at 4% or $39,121 at 6%; with 50% employer match about $39,121 at 4% or $26,081 at 6%; with 100% employer match about $29,341 at 4% or $19,560 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 8 | $55,944 | $18,778 | $2,347iApproximate average salary by contribution assumption: employee only about $58,681 at 4% or $39,121 at 6%; with 50% employer match about $39,121 at 4% or $26,081 at 6%; with 100% employer match about $29,341 at 4% or $19,560 at 6%. |
| 2000 | 1 | 9 | $46,383 | $21,495 | $2,388iApproximate average salary by contribution assumption: employee only about $59,708 at 4% or $39,806 at 6%; with 50% employer match about $39,806 at 4% or $26,537 at 6%; with 100% employer match about $29,854 at 4% or $19,903 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 9 | $46,383 | $21,495 | $2,388iApproximate average salary by contribution assumption: employee only about $59,708 at 4% or $39,806 at 6%; with 50% employer match about $39,806 at 4% or $26,537 at 6%; with 100% employer match about $29,854 at 4% or $19,903 at 6%. |
| 1999 | 1 | 7 | $30,924 | $12,873 | $1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%. |
| Greg Mozian & Associates Inc. 401K Profit Sharing Plan | - | 7 | $30,924 | $12,873 | $1,839iApproximate average salary by contribution assumption: employee only about $45,975 at 4% or $30,650 at 6%; with 50% employer match about $30,650 at 4% or $20,433 at 6%; with 100% employer match about $22,988 at 4% or $15,325 at 6%. |