Civic Intelligence

THE MUSSO INVESTMENT GROUP LLC

Plan context: THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN

EIN 84-3431907 • New Iberia, LA • 6 filings • 1 plans

1905 Squirrel Run DriveNew Iberia, LA 70560
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$620,753

2025 Contributions

$104,056

Historical Graphs

Total Assets Over Time

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

$620,753$310,377$0202020232025YearValue
$620,753Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202514$620,753$104,056$26,014iApproximate average salary by contribution assumption: employee only about $650,350 at 4% or $433,567 at 6%; with 50% employer match about $433,567 at 4% or $289,044 at 6%; with 100% employer match about $325,175 at 4% or $216,783 at 6%.
THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN-4$620,753$104,056$26,014iApproximate average salary by contribution assumption: employee only about $650,350 at 4% or $433,567 at 6%; with 50% employer match about $433,567 at 4% or $289,044 at 6%; with 100% employer match about $325,175 at 4% or $216,783 at 6%.
202413$438,818$98,588$32,863iApproximate average salary by contribution assumption: employee only about $821,567 at 4% or $547,711 at 6%; with 50% employer match about $547,711 at 4% or $365,141 at 6%; with 100% employer match about $410,783 at 4% or $273,856 at 6%.
THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN-3$438,818$98,588$32,863iApproximate average salary by contribution assumption: employee only about $821,567 at 4% or $547,711 at 6%; with 50% employer match about $547,711 at 4% or $365,141 at 6%; with 100% employer match about $410,783 at 4% or $273,856 at 6%.
202313$319,741$93,106$31,035iApproximate average salary by contribution assumption: employee only about $775,883 at 4% or $517,256 at 6%; with 50% employer match about $517,256 at 4% or $344,837 at 6%; with 100% employer match about $387,942 at 4% or $258,628 at 6%.
THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN-3$319,741$93,106$31,035iApproximate average salary by contribution assumption: employee only about $775,883 at 4% or $517,256 at 6%; with 50% employer match about $517,256 at 4% or $344,837 at 6%; with 100% employer match about $387,942 at 4% or $258,628 at 6%.
202213$200,029$86,818$28,939iApproximate average salary by contribution assumption: employee only about $723,483 at 4% or $482,322 at 6%; with 50% employer match about $482,322 at 4% or $321,548 at 6%; with 100% employer match about $361,742 at 4% or $241,161 at 6%.
THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN-3$200,029$86,818$28,939iApproximate average salary by contribution assumption: employee only about $723,483 at 4% or $482,322 at 6%; with 50% employer match about $482,322 at 4% or $321,548 at 6%; with 100% employer match about $361,742 at 4% or $241,161 at 6%.
202113$125,491$81,534$27,178iApproximate average salary by contribution assumption: employee only about $679,450 at 4% or $452,967 at 6%; with 50% employer match about $452,967 at 4% or $301,978 at 6%; with 100% employer match about $339,725 at 4% or $226,483 at 6%.
THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN-3$125,491$81,534$27,178iApproximate average salary by contribution assumption: employee only about $679,450 at 4% or $452,967 at 6%; with 50% employer match about $452,967 at 4% or $301,978 at 6%; with 100% employer match about $339,725 at 4% or $226,483 at 6%.
202013$50,099$41,298$13,766iApproximate average salary by contribution assumption: employee only about $344,150 at 4% or $229,433 at 6%; with 50% employer match about $229,433 at 4% or $152,956 at 6%; with 100% employer match about $172,075 at 4% or $114,717 at 6%.
THE MUSSO INVESTMENT GROUP LLC 401(K) PENSION PLAN-3$50,099$41,298$13,766iApproximate average salary by contribution assumption: employee only about $344,150 at 4% or $229,433 at 6%; with 50% employer match about $229,433 at 4% or $152,956 at 6%; with 100% employer match about $172,075 at 4% or $114,717 at 6%.