Civic Intelligence

Johnson Moore

Plan context: Johnson Moore 401(K) Plan

EIN 90-1033621 • Thousand Oaks, CA • 17 filings • 2 plans

100 E. Thousand Oaks BlvdSuite 229Thousand Oaks, CA 91360
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,501,644

2024 Contributions

$830,155

Historical Graphs

Total Assets Over Time

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

$5,501,644$2,750,822$0201420192024YearValue
$5,501,644Latest year 2024

Participants Over Time

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

1790201420192024YearValue
17Latest year 2024

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
2024217$5,501,644$830,155$48,833iApproximate average salary by contribution assumption: employee only about $1,220,816 at 4% or $813,877 at 6%; with 50% employer match about $813,877 at 4% or $542,585 at 6%; with 100% employer match about $610,408 at 4% or $406,939 at 6%.
Johnson Moore 401(K) Plan-17$3,729,459$392,927$23,113iApproximate average salary by contribution assumption: employee only about $577,834 at 4% or $385,223 at 6%; with 50% employer match about $385,223 at 4% or $256,815 at 6%; with 100% employer match about $288,917 at 4% or $192,611 at 6%.
JOHNSON MOORE CASH BALANCE PLAN-6$1,772,185$437,228$72,871iApproximate average salary by contribution assumption: employee only about $1,821,783 at 4% or $1,214,522 at 6%; with 50% employer match about $1,214,522 at 4% or $809,681 at 6%; with 100% employer match about $910,892 at 4% or $607,261 at 6%.
2023213$4,148,040$667,381$51,337iApproximate average salary by contribution assumption: employee only about $1,283,425 at 4% or $855,617 at 6%; with 50% employer match about $855,617 at 4% or $570,411 at 6%; with 100% employer match about $641,713 at 4% or $427,808 at 6%.
Johnson Moore 401(K) Plan-13$2,957,669$346,086$26,622iApproximate average salary by contribution assumption: employee only about $665,550 at 4% or $443,700 at 6%; with 50% employer match about $443,700 at 4% or $295,800 at 6%; with 100% employer match about $332,775 at 4% or $221,850 at 6%.
JOHNSON MOORE CASH BALANCE PLAN-5$1,190,371$321,295$64,259iApproximate average salary by contribution assumption: employee only about $1,606,475 at 4% or $1,070,983 at 6%; with 50% employer match about $1,070,983 at 4% or $713,989 at 6%; with 100% employer match about $803,238 at 4% or $535,492 at 6%.
2022212$2,965,371$329,312$27,443iApproximate average salary by contribution assumption: employee only about $686,067 at 4% or $457,378 at 6%; with 50% employer match about $457,378 at 4% or $304,919 at 6%; with 100% employer match about $343,033 at 4% or $228,689 at 6%.
Johnson Moore 401(K) Plan-12$2,238,582$290,699$24,225iApproximate average salary by contribution assumption: employee only about $605,623 at 4% or $403,749 at 6%; with 50% employer match about $403,749 at 4% or $269,166 at 6%; with 100% employer match about $302,811 at 4% or $201,874 at 6%.
JOHNSON MOORE CASH BALANCE PLAN-5$726,789$38,613$7,723iApproximate average salary by contribution assumption: employee only about $193,065 at 4% or $128,710 at 6%; with 50% employer match about $128,710 at 4% or $85,807 at 6%; with 100% employer match about $96,533 at 4% or $64,355 at 6%.
2021212$3,028,682$399,000$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
Johnson Moore 401(K) Plan-12$2,285,233$263,795$21,983iApproximate average salary by contribution assumption: employee only about $549,573 at 4% or $366,382 at 6%; with 50% employer match about $366,382 at 4% or $244,255 at 6%; with 100% employer match about $274,786 at 4% or $183,191 at 6%.
JOHNSON MOORE CASH BALANCE PLAN-4$743,449$135,205$33,801iApproximate average salary by contribution assumption: employee only about $845,031 at 4% or $563,354 at 6%; with 50% employer match about $563,354 at 4% or $375,569 at 6%; with 100% employer match about $422,516 at 4% or $281,677 at 6%.
202029$2,279,619$340,587$37,843iApproximate average salary by contribution assumption: employee only about $946,075 at 4% or $630,717 at 6%; with 50% employer match about $630,717 at 4% or $420,478 at 6%; with 100% employer match about $473,038 at 4% or $315,358 at 6%.
Johnson Moore 401(K) Plan-9$1,726,186$182,431$20,270iApproximate average salary by contribution assumption: employee only about $506,753 at 4% or $337,835 at 6%; with 50% employer match about $337,835 at 4% or $225,223 at 6%; with 100% employer match about $253,376 at 4% or $168,918 at 6%.
JOHNSON MOORE CASH BALANCE PLAN-4$553,433$158,156$39,539iApproximate average salary by contribution assumption: employee only about $988,475 at 4% or $658,983 at 6%; with 50% employer match about $658,983 at 4% or $439,322 at 6%; with 100% employer match about $494,238 at 4% or $329,492 at 6%.
201929$1,640,251$589,381$65,487iApproximate average salary by contribution assumption: employee only about $1,637,169 at 4% or $1,091,446 at 6%; with 50% employer match about $1,091,446 at 4% or $727,631 at 6%; with 100% employer match about $818,585 at 4% or $545,723 at 6%.
Johnson Moore 401(K) Plan-9$1,343,809$292,939$32,549iApproximate average salary by contribution assumption: employee only about $813,719 at 4% or $542,480 at 6%; with 50% employer match about $542,480 at 4% or $361,653 at 6%; with 100% employer match about $406,860 at 4% or $271,240 at 6%.
JOHNSON MOORE CASH BALANCE PLAN-4$296,442$296,442$74,111iApproximate average salary by contribution assumption: employee only about $1,852,763 at 4% or $1,235,175 at 6%; with 50% employer match about $1,235,175 at 4% or $823,450 at 6%; with 100% employer match about $926,381 at 4% or $617,588 at 6%.
201818$842,910$216,312$27,039iApproximate average salary by contribution assumption: employee only about $675,975 at 4% or $450,650 at 6%; with 50% employer match about $450,650 at 4% or $300,433 at 6%; with 100% employer match about $337,988 at 4% or $225,325 at 6%.
Johnson Moore 401(K) Plan-8$842,910$216,312$27,039iApproximate average salary by contribution assumption: employee only about $675,975 at 4% or $450,650 at 6%; with 50% employer match about $450,650 at 4% or $300,433 at 6%; with 100% employer match about $337,988 at 4% or $225,325 at 6%.
201718$687,631$202,993$25,374iApproximate average salary by contribution assumption: employee only about $634,353 at 4% or $422,902 at 6%; with 50% employer match about $422,902 at 4% or $281,935 at 6%; with 100% employer match about $317,177 at 4% or $211,451 at 6%.
Johnson Moore 401(K) Plan-8$687,631$202,993$25,374iApproximate average salary by contribution assumption: employee only about $634,353 at 4% or $422,902 at 6%; with 50% employer match about $422,902 at 4% or $281,935 at 6%; with 100% employer match about $317,177 at 4% or $211,451 at 6%.
201616$392,849$189,920$31,653iApproximate average salary by contribution assumption: employee only about $791,333 at 4% or $527,556 at 6%; with 50% employer match about $527,556 at 4% or $351,704 at 6%; with 100% employer match about $395,667 at 4% or $263,778 at 6%.
Johnson Moore 401(K) Plan-6$392,849$189,920$31,653iApproximate average salary by contribution assumption: employee only about $791,333 at 4% or $527,556 at 6%; with 50% employer match about $527,556 at 4% or $351,704 at 6%; with 100% employer match about $395,667 at 4% or $263,778 at 6%.
201516$173,241$90,660$15,110iApproximate average salary by contribution assumption: employee only about $377,750 at 4% or $251,833 at 6%; with 50% employer match about $251,833 at 4% or $167,889 at 6%; with 100% employer match about $188,875 at 4% or $125,917 at 6%.
Johnson Moore 401(K) Plan-6$173,241$90,660$15,110iApproximate average salary by contribution assumption: employee only about $377,750 at 4% or $251,833 at 6%; with 50% employer match about $251,833 at 4% or $167,889 at 6%; with 100% employer match about $188,875 at 4% or $125,917 at 6%.
201418$96,266$95,075$11,884iApproximate average salary by contribution assumption: employee only about $297,109 at 4% or $198,073 at 6%; with 50% employer match about $198,073 at 4% or $132,049 at 6%; with 100% employer match about $148,555 at 4% or $99,036 at 6%.
Johnson Moore 401(K) Plan-8$96,266$95,075$11,884iApproximate average salary by contribution assumption: employee only about $297,109 at 4% or $198,073 at 6%; with 50% employer match about $198,073 at 4% or $132,049 at 6%; with 100% employer match about $148,555 at 4% or $99,036 at 6%.