Civic Intelligence

Moneytree Inc.

Plan context: Moneytree Inc. Profit Sharing Plan

EIN 91-1218621 • 51 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

465

2024 Assets

$30,020,162

2024 Contributions

$1,057,954

Historical Graphs

Total Assets Over Time

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

$30,562,474$15,281,237$0199920122024YearValue
$30,020,162Latest year 2024

Participants Over Time

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

1,0915460199920122024YearValue
465Latest 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
20242465$30,020,162$1,057,954$2,275iApproximate average salary by contribution assumption: employee only about $56,879 at 4% or $37,919 at 6%; with 50% employer match about $37,919 at 4% or $25,280 at 6%; with 100% employer match about $28,440 at 4% or $18,960 at 6%.
Moneytree Inc. Profit Sharing Plan-465$30,020,162$1,057,954$2,275iApproximate average salary by contribution assumption: employee only about $56,879 at 4% or $37,919 at 6%; with 50% employer match about $37,919 at 4% or $25,280 at 6%; with 100% employer match about $28,440 at 4% or $18,960 at 6%.
Moneytree Inc. Health & Welfare Plan-409---
20232486$28,890,050$1,097,006$2,257iApproximate average salary by contribution assumption: employee only about $56,430 at 4% or $37,620 at 6%; with 50% employer match about $37,620 at 4% or $25,080 at 6%; with 100% employer match about $28,215 at 4% or $18,810 at 6%.
Moneytree Inc. Profit Sharing Plan-486$28,890,050$1,097,006$2,257iApproximate average salary by contribution assumption: employee only about $56,430 at 4% or $37,620 at 6%; with 50% employer match about $37,620 at 4% or $25,080 at 6%; with 100% employer match about $28,215 at 4% or $18,810 at 6%.
Moneytree Inc. Health & Welfare Plan-411---
20222499$24,813,300$841,836$1,687iApproximate average salary by contribution assumption: employee only about $42,176 at 4% or $28,117 at 6%; with 50% employer match about $28,117 at 4% or $18,745 at 6%; with 100% employer match about $21,088 at 4% or $14,059 at 6%.
Moneytree Inc. Profit Sharing Plan-499$24,813,300$841,836$1,687iApproximate average salary by contribution assumption: employee only about $42,176 at 4% or $28,117 at 6%; with 50% employer match about $28,117 at 4% or $18,745 at 6%; with 100% employer match about $21,088 at 4% or $14,059 at 6%.
Moneytree Inc. Health & Welfare Plan-433---
20212483$30,562,474$885,478$1,833iApproximate average salary by contribution assumption: employee only about $45,832 at 4% or $30,555 at 6%; with 50% employer match about $30,555 at 4% or $20,370 at 6%; with 100% employer match about $22,916 at 4% or $15,277 at 6%.
Moneytree Inc. Profit Sharing Plan-483$30,562,474$885,478$1,833iApproximate average salary by contribution assumption: employee only about $45,832 at 4% or $30,555 at 6%; with 50% employer match about $30,555 at 4% or $20,370 at 6%; with 100% employer match about $22,916 at 4% or $15,277 at 6%.
Moneytree Inc. Health & Welfare Plan-470---
20202584$30,047,417$670,731$1,149iApproximate average salary by contribution assumption: employee only about $28,713 at 4% or $19,142 at 6%; with 50% employer match about $19,142 at 4% or $12,761 at 6%; with 100% employer match about $14,356 at 4% or $9,571 at 6%.
Moneytree Inc. Profit Sharing Plan-584$30,047,417$670,731$1,149iApproximate average salary by contribution assumption: employee only about $28,713 at 4% or $19,142 at 6%; with 50% employer match about $19,142 at 4% or $12,761 at 6%; with 100% employer match about $14,356 at 4% or $9,571 at 6%.
Moneytree Inc. Health & Welfare Plan-446---
20192813$29,715,728$421,236$518iApproximate average salary by contribution assumption: employee only about $12,953 at 4% or $8,635 at 6%; with 50% employer match about $8,635 at 4% or $5,757 at 6%; with 100% employer match about $6,477 at 4% or $4,318 at 6%.
Moneytree Inc. Profit Sharing Plan-813$29,715,728$421,236$518iApproximate average salary by contribution assumption: employee only about $12,953 at 4% or $8,635 at 6%; with 50% employer match about $8,635 at 4% or $5,757 at 6%; with 100% employer match about $6,477 at 4% or $4,318 at 6%.
Moneytree Inc. Health & Welfare Plan-671---
20182726$25,494,552$500,000$689iApproximate average salary by contribution assumption: employee only about $17,218 at 4% or $11,478 at 6%; with 50% employer match about $11,478 at 4% or $7,652 at 6%; with 100% employer match about $8,609 at 4% or $5,739 at 6%.
Moneytree Inc. Profit Sharing Plan-658$25,494,552$500,000$760iApproximate average salary by contribution assumption: employee only about $18,997 at 4% or $12,665 at 6%; with 50% employer match about $12,665 at 4% or $8,443 at 6%; with 100% employer match about $9,498 at 4% or $6,332 at 6%.
Moneytree Inc. Health & Welfare Plan-726---
20172822$29,814,302$1,000,000$1,217iApproximate average salary by contribution assumption: employee only about $30,414 at 4% or $20,276 at 6%; with 50% employer match about $20,276 at 4% or $13,517 at 6%; with 100% employer match about $15,207 at 4% or $10,138 at 6%.
Moneytree Inc. Profit Sharing Plan-646$29,814,302$1,000,000$1,548iApproximate average salary by contribution assumption: employee only about $38,700 at 4% or $25,800 at 6%; with 50% employer match about $25,800 at 4% or $17,200 at 6%; with 100% employer match about $19,350 at 4% or $12,900 at 6%.
Moneytree Inc. Health & Welfare Plan-822---
20162783$26,418,473$1,000,000$1,277iApproximate average salary by contribution assumption: employee only about $31,928 at 4% or $21,286 at 6%; with 50% employer match about $21,286 at 4% or $14,190 at 6%; with 100% employer match about $15,964 at 4% or $10,643 at 6%.
Moneytree Inc. Profit Sharing Plan-648$26,418,473$1,000,000$1,543iApproximate average salary by contribution assumption: employee only about $38,580 at 4% or $25,720 at 6%; with 50% employer match about $25,720 at 4% or $17,147 at 6%; with 100% employer match about $19,290 at 4% or $12,860 at 6%.
Moneytree Inc. Health & Welfare Plan-783---
20152754$23,566,683$1,200,000$1,592iApproximate average salary by contribution assumption: employee only about $39,788 at 4% or $26,525 at 6%; with 50% employer match about $26,525 at 4% or $17,683 at 6%; with 100% employer match about $19,894 at 4% or $13,263 at 6%.
Moneytree Inc. Profit Sharing Plan-702$23,566,683$1,200,000$1,709iApproximate average salary by contribution assumption: employee only about $42,735 at 4% or $28,490 at 6%; with 50% employer match about $28,490 at 4% or $18,993 at 6%; with 100% employer match about $21,368 at 4% or $14,245 at 6%.
Moneytree Inc. Health & Welfare Plan-754---
20142799$24,637,227$1,000,000$1,252iApproximate average salary by contribution assumption: employee only about $31,289 at 4% or $20,859 at 6%; with 50% employer match about $20,859 at 4% or $13,906 at 6%; with 100% employer match about $15,645 at 4% or $10,430 at 6%.
Moneytree Inc. Profit Sharing Plan-763$24,637,227$1,000,000$1,311iApproximate average salary by contribution assumption: employee only about $32,765 at 4% or $21,844 at 6%; with 50% employer match about $21,844 at 4% or $14,562 at 6%; with 100% employer match about $16,383 at 4% or $10,922 at 6%.
Moneytree Inc. Health & Welfare Plan-799---
20132913$23,871,720$1,000,000$1,095iApproximate average salary by contribution assumption: employee only about $27,382 at 4% or $18,255 at 6%; with 50% employer match about $18,255 at 4% or $12,170 at 6%; with 100% employer match about $13,691 at 4% or $9,127 at 6%.
Moneytree Inc. Profit Sharing Plan-727$23,871,720$1,000,000$1,376iApproximate average salary by contribution assumption: employee only about $34,388 at 4% or $22,925 at 6%; with 50% employer match about $22,925 at 4% or $15,284 at 6%; with 100% employer match about $17,194 at 4% or $11,463 at 6%.
Moneytree Inc. Health & Welfare Plan-913---
20122927$20,689,760$1,500,605$1,619iApproximate average salary by contribution assumption: employee only about $40,469 at 4% or $26,980 at 6%; with 50% employer match about $26,980 at 4% or $17,986 at 6%; with 100% employer match about $20,235 at 4% or $13,490 at 6%.
Moneytree Inc. Profit Sharing Plan-742$20,689,760$1,500,605$2,022iApproximate average salary by contribution assumption: employee only about $50,559 at 4% or $33,706 at 6%; with 50% employer match about $33,706 at 4% or $22,471 at 6%; with 100% employer match about $25,280 at 4% or $16,853 at 6%.
Moneytree Inc. Health & Welfare Plan-927---
20112915$18,777,770$1,500,000$1,639iApproximate average salary by contribution assumption: employee only about $40,984 at 4% or $27,322 at 6%; with 50% employer match about $27,322 at 4% or $18,215 at 6%; with 100% employer match about $20,492 at 4% or $13,661 at 6%.
Moneytree Inc. Profit Sharing Plan-742$18,777,770$1,500,000$2,022iApproximate average salary by contribution assumption: employee only about $50,539 at 4% or $33,693 at 6%; with 50% employer match about $33,693 at 4% or $22,462 at 6%; with 100% employer match about $25,270 at 4% or $16,846 at 6%.
Moneytree Inc. Health & Welfare Plan-915---
20102896$18,638,595$1,500,000$1,674iApproximate average salary by contribution assumption: employee only about $41,853 at 4% or $27,902 at 6%; with 50% employer match about $27,902 at 4% or $18,601 at 6%; with 100% employer match about $20,926 at 4% or $13,951 at 6%.
Moneytree Inc. Profit Sharing Plan-807$18,638,595$1,500,000$1,859iApproximate average salary by contribution assumption: employee only about $46,468 at 4% or $30,979 at 6%; with 50% employer match about $30,979 at 4% or $20,653 at 6%; with 100% employer match about $23,234 at 4% or $15,489 at 6%.
Moneytree Inc. Health & Welfare Plan-896---
20092912$17,085,626$1,349,646$1,480iApproximate average salary by contribution assumption: employee only about $36,997 at 4% or $24,665 at 6%; with 50% employer match about $24,665 at 4% or $16,443 at 6%; with 100% employer match about $18,498 at 4% or $12,332 at 6%.
Moneytree Inc. Profit Sharing Plan-912$17,085,626$1,349,646$1,480iApproximate average salary by contribution assumption: employee only about $36,997 at 4% or $24,665 at 6%; with 50% employer match about $24,665 at 4% or $16,443 at 6%; with 100% employer match about $18,498 at 4% or $12,332 at 6%.
Moneytree Inc. Health & Welfare Plan-797---
20082894$13,870,410$1,534,032$1,716iApproximate average salary by contribution assumption: employee only about $42,898 at 4% or $28,599 at 6%; with 50% employer match about $28,599 at 4% or $19,066 at 6%; with 100% employer match about $21,449 at 4% or $14,299 at 6%.
Moneytree Inc. Profit Sharing Plan-788$13,870,410$1,534,032$1,947iApproximate average salary by contribution assumption: employee only about $48,669 at 4% or $32,446 at 6%; with 50% employer match about $32,446 at 4% or $21,630 at 6%; with 100% employer match about $24,334 at 4% or $16,223 at 6%.
Moneytree Inc. Health & Welfare Plan-894---
200721,091$20,397,867$2,500,000$2,291iApproximate average salary by contribution assumption: employee only about $57,287 at 4% or $38,191 at 6%; with 50% employer match about $38,191 at 4% or $25,461 at 6%; with 100% employer match about $28,643 at 4% or $19,096 at 6%.
Moneytree Inc. Profit Sharing Plan-690$20,397,867$2,500,000$3,623iApproximate average salary by contribution assumption: employee only about $90,580 at 4% or $60,386 at 6%; with 50% employer match about $60,386 at 4% or $40,258 at 6%; with 100% employer match about $45,290 at 4% or $30,193 at 6%.
Moneytree Inc. Health & Welfare Plan-1,091---
20062970$18,324,427$2,507,949$2,586iApproximate average salary by contribution assumption: employee only about $64,638 at 4% or $43,092 at 6%; with 50% employer match about $43,092 at 4% or $28,728 at 6%; with 100% employer match about $32,319 at 4% or $21,546 at 6%.
Moneytree Inc. Profit Sharing Plan-638$18,324,427$2,507,949$3,931iApproximate average salary by contribution assumption: employee only about $98,274 at 4% or $65,516 at 6%; with 50% employer match about $65,516 at 4% or $43,677 at 6%; with 100% employer match about $49,137 at 4% or $32,758 at 6%.
Moneytree Inc. Health & Welfare Plan-970---
200521,015$15,029,201$3,328,960$3,280iApproximate average salary by contribution assumption: employee only about $81,994 at 4% or $54,663 at 6%; with 50% employer match about $54,663 at 4% or $36,442 at 6%; with 100% employer match about $40,997 at 4% or $27,331 at 6%.
Moneytree Inc. Profit Sharing Plan-592$15,029,201$3,328,960$5,623iApproximate average salary by contribution assumption: employee only about $140,581 at 4% or $93,721 at 6%; with 50% employer match about $93,721 at 4% or $62,480 at 6%; with 100% employer match about $70,291 at 4% or $46,860 at 6%.
Moneytree Inc. Health & Welfare Plan-1,015---
20042861$11,958,270$2,977,413$3,458iApproximate average salary by contribution assumption: employee only about $86,452 at 4% or $57,635 at 6%; with 50% employer match about $57,635 at 4% or $38,423 at 6%; with 100% employer match about $43,226 at 4% or $28,817 at 6%.
Moneytree Inc. Profit Sharing Plan-514$11,958,270$2,977,413$5,793iApproximate average salary by contribution assumption: employee only about $144,816 at 4% or $96,544 at 6%; with 50% employer match about $96,544 at 4% or $64,363 at 6%; with 100% employer match about $72,408 at 4% or $48,272 at 6%.
Moneytree Inc. Health & Welfare Plan-861---
20032841$8,677,925$2,330,298$2,771iApproximate average salary by contribution assumption: employee only about $69,272 at 4% or $46,181 at 6%; with 50% employer match about $46,181 at 4% or $30,787 at 6%; with 100% employer match about $34,636 at 4% or $23,091 at 6%.
Moneytree Inc. Profit Sharing Plan-427$8,677,925$2,330,298$5,457iApproximate average salary by contribution assumption: employee only about $136,434 at 4% or $90,956 at 6%; with 50% employer match about $90,956 at 4% or $60,637 at 6%; with 100% employer match about $68,217 at 4% or $45,478 at 6%.
Moneytree Inc. Health & Welfare Plan-841---
20022716$5,952,002$1,886,942$2,635iApproximate average salary by contribution assumption: employee only about $65,885 at 4% or $43,923 at 6%; with 50% employer match about $43,923 at 4% or $29,282 at 6%; with 100% employer match about $32,942 at 4% or $21,962 at 6%.
Moneytree Inc. Profit Sharing Plan-349$5,952,002$1,886,942$5,407iApproximate average salary by contribution assumption: employee only about $135,168 at 4% or $90,112 at 6%; with 50% employer match about $90,112 at 4% or $60,075 at 6%; with 100% employer match about $67,584 at 4% or $45,056 at 6%.
Moneytree Inc. Health & Welfare Plan-716---
20012579$4,268,820$1,383,225$2,389iApproximate average salary by contribution assumption: employee only about $59,725 at 4% or $39,816 at 6%; with 50% employer match about $39,816 at 4% or $26,544 at 6%; with 100% employer match about $29,862 at 4% or $19,908 at 6%.
Moneytree Inc. Profit Sharing Plan-275$4,268,820$1,383,225$5,030iApproximate average salary by contribution assumption: employee only about $125,748 at 4% or $83,832 at 6%; with 50% employer match about $83,832 at 4% or $55,888 at 6%; with 100% employer match about $62,874 at 4% or $41,916 at 6%.
Moneytree Inc. Health & Welfare Plan-579---
20002457$2,979,463$993,126$2,173iApproximate average salary by contribution assumption: employee only about $54,329 at 4% or $36,219 at 6%; with 50% employer match about $36,219 at 4% or $24,146 at 6%; with 100% employer match about $27,164 at 4% or $18,110 at 6%.
Moneytree Inc. Profit Sharing Plan-192$2,979,463$993,126$5,173iApproximate average salary by contribution assumption: employee only about $129,313 at 4% or $86,209 at 6%; with 50% employer match about $86,209 at 4% or $57,473 at 6%; with 100% employer match about $64,657 at 4% or $43,104 at 6%.
Moneytree Inc. Health & Welfare Plan-457---
19991140$2,210,125$689,252$4,923iApproximate average salary by contribution assumption: employee only about $123,081 at 4% or $82,054 at 6%; with 50% employer match about $82,054 at 4% or $54,703 at 6%; with 100% employer match about $61,540 at 4% or $41,027 at 6%.
Moneytree Inc. Profit Sharing Plan-140$2,210,125$689,252$4,923iApproximate average salary by contribution assumption: employee only about $123,081 at 4% or $82,054 at 6%; with 50% employer match about $82,054 at 4% or $54,703 at 6%; with 100% employer match about $61,540 at 4% or $41,027 at 6%.