Civic Intelligence

John D. Mozena, D.P.M. PC.

Plan context: DR JOHN D MOZENA DPM PC 401(K) PROFIT SHARING PLAN & TRUST

EIN 93-0996430 • Portland, OR • 32 filings • 3 plans

8305 SE Monterey Ave, Ste 101Portland, OR 97086
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$22,736

2024 Contributions

$3,060

Historical Graphs

Total Assets Over Time

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

$2,484,211$1,242,106$0200020122024YearValue
$22,736Latest year 2024

Participants Over Time

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

1160200020112024YearValue
4Latest 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
202414$22,736$3,060$765iApproximate average salary by contribution assumption: employee only about $19,125 at 4% or $12,750 at 6%; with 50% employer match about $12,750 at 4% or $8,500 at 6%; with 100% employer match about $9,563 at 4% or $6,375 at 6%.
DR JOHN D MOZENA DPM PC 401(K) PROFIT SHARING PLAN & TRUST-4$22,736$3,060$765iApproximate average salary by contribution assumption: employee only about $19,125 at 4% or $12,750 at 6%; with 50% employer match about $12,750 at 4% or $8,500 at 6%; with 100% employer match about $9,563 at 4% or $6,375 at 6%.
202315$20,795$14,886$2,977iApproximate average salary by contribution assumption: employee only about $74,430 at 4% or $49,620 at 6%; with 50% employer match about $49,620 at 4% or $33,080 at 6%; with 100% employer match about $37,215 at 4% or $24,810 at 6%.
DR JOHN D MOZENA DPM PC 401(K) PROFIT SHARING PLAN & TRUST-5$20,795$14,886$2,977iApproximate average salary by contribution assumption: employee only about $74,430 at 4% or $49,620 at 6%; with 50% employer match about $49,620 at 4% or $33,080 at 6%; with 100% employer match about $37,215 at 4% or $24,810 at 6%.
202110$0$8,414-
John D. Mozena, D.P.M. PC. Profit Sharing Plan-0$0$8,414-
202018$2,484,211$79,269$9,909iApproximate average salary by contribution assumption: employee only about $247,716 at 4% or $165,144 at 6%; with 50% employer match about $165,144 at 4% or $110,096 at 6%; with 100% employer match about $123,858 at 4% or $82,572 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-8$2,484,211$79,269$9,909iApproximate average salary by contribution assumption: employee only about $247,716 at 4% or $165,144 at 6%; with 50% employer match about $165,144 at 4% or $110,096 at 6%; with 100% employer match about $123,858 at 4% or $82,572 at 6%.
201919$2,098,652$81,325$9,036iApproximate average salary by contribution assumption: employee only about $225,903 at 4% or $150,602 at 6%; with 50% employer match about $150,602 at 4% or $100,401 at 6%; with 100% employer match about $112,951 at 4% or $75,301 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-9$2,098,652$81,325$9,036iApproximate average salary by contribution assumption: employee only about $225,903 at 4% or $150,602 at 6%; with 50% employer match about $150,602 at 4% or $100,401 at 6%; with 100% employer match about $112,951 at 4% or $75,301 at 6%.
2018111$1,723,327$78,794$7,163iApproximate average salary by contribution assumption: employee only about $179,077 at 4% or $119,385 at 6%; with 50% employer match about $119,385 at 4% or $79,590 at 6%; with 100% employer match about $89,539 at 4% or $59,692 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-11$1,723,327$78,794$7,163iApproximate average salary by contribution assumption: employee only about $179,077 at 4% or $119,385 at 6%; with 50% employer match about $119,385 at 4% or $79,590 at 6%; with 100% employer match about $89,539 at 4% or $59,692 at 6%.
2017111$1,804,800$84,816$7,711iApproximate average salary by contribution assumption: employee only about $192,764 at 4% or $128,509 at 6%; with 50% employer match about $128,509 at 4% or $85,673 at 6%; with 100% employer match about $96,382 at 4% or $64,255 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-11$1,804,800$84,816$7,711iApproximate average salary by contribution assumption: employee only about $192,764 at 4% or $128,509 at 6%; with 50% employer match about $128,509 at 4% or $85,673 at 6%; with 100% employer match about $96,382 at 4% or $64,255 at 6%.
2016111$1,496,546$86,367$7,852iApproximate average salary by contribution assumption: employee only about $196,289 at 4% or $130,859 at 6%; with 50% employer match about $130,859 at 4% or $87,239 at 6%; with 100% employer match about $98,144 at 4% or $65,430 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-11$1,496,546$86,367$7,852iApproximate average salary by contribution assumption: employee only about $196,289 at 4% or $130,859 at 6%; with 50% employer match about $130,859 at 4% or $87,239 at 6%; with 100% employer match about $98,144 at 4% or $65,430 at 6%.
2015110$1,329,318$96,277$9,628iApproximate average salary by contribution assumption: employee only about $240,693 at 4% or $160,462 at 6%; with 50% employer match about $160,462 at 4% or $106,974 at 6%; with 100% employer match about $120,346 at 4% or $80,231 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-10$1,329,318$96,277$9,628iApproximate average salary by contribution assumption: employee only about $240,693 at 4% or $160,462 at 6%; with 50% employer match about $160,462 at 4% or $106,974 at 6%; with 100% employer match about $120,346 at 4% or $80,231 at 6%.
201419$1,256,387$86,167$9,574iApproximate average salary by contribution assumption: employee only about $239,353 at 4% or $159,569 at 6%; with 50% employer match about $159,569 at 4% or $106,379 at 6%; with 100% employer match about $119,676 at 4% or $79,784 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-9$1,256,387$86,167$9,574iApproximate average salary by contribution assumption: employee only about $239,353 at 4% or $159,569 at 6%; with 50% employer match about $159,569 at 4% or $106,379 at 6%; with 100% employer match about $119,676 at 4% or $79,784 at 6%.
201318$1,128,187$64,760$8,095iApproximate average salary by contribution assumption: employee only about $202,375 at 4% or $134,917 at 6%; with 50% employer match about $134,917 at 4% or $89,944 at 6%; with 100% employer match about $101,188 at 4% or $67,458 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-8$1,128,187$64,760$8,095iApproximate average salary by contribution assumption: employee only about $202,375 at 4% or $134,917 at 6%; with 50% employer match about $134,917 at 4% or $89,944 at 6%; with 100% employer match about $101,188 at 4% or $67,458 at 6%.
201216$926,909$22,554$3,759iApproximate average salary by contribution assumption: employee only about $93,975 at 4% or $62,650 at 6%; with 50% employer match about $62,650 at 4% or $41,767 at 6%; with 100% employer match about $46,988 at 4% or $31,325 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-6$926,909$22,554$3,759iApproximate average salary by contribution assumption: employee only about $93,975 at 4% or $62,650 at 6%; with 50% employer match about $62,650 at 4% or $41,767 at 6%; with 100% employer match about $46,988 at 4% or $31,325 at 6%.
201117$815,151$24,236$3,462iApproximate average salary by contribution assumption: employee only about $86,557 at 4% or $57,705 at 6%; with 50% employer match about $57,705 at 4% or $38,470 at 6%; with 100% employer match about $43,279 at 4% or $28,852 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-7$815,151$24,236$3,462iApproximate average salary by contribution assumption: employee only about $86,557 at 4% or $57,705 at 6%; with 50% employer match about $57,705 at 4% or $38,470 at 6%; with 100% employer match about $43,279 at 4% or $28,852 at 6%.
201017$817,703$23,152$3,307iApproximate average salary by contribution assumption: employee only about $82,686 at 4% or $55,124 at 6%; with 50% employer match about $55,124 at 4% or $36,749 at 6%; with 100% employer match about $41,343 at 4% or $27,562 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-7$817,703$23,152$3,307iApproximate average salary by contribution assumption: employee only about $82,686 at 4% or $55,124 at 6%; with 50% employer match about $55,124 at 4% or $36,749 at 6%; with 100% employer match about $41,343 at 4% or $27,562 at 6%.
200918$713,764$22,151$2,769iApproximate average salary by contribution assumption: employee only about $69,222 at 4% or $46,148 at 6%; with 50% employer match about $46,148 at 4% or $30,765 at 6%; with 100% employer match about $34,611 at 4% or $23,074 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-8$713,764$22,151$2,769iApproximate average salary by contribution assumption: employee only about $69,222 at 4% or $46,148 at 6%; with 50% employer match about $46,148 at 4% or $30,765 at 6%; with 100% employer match about $34,611 at 4% or $23,074 at 6%.
200816$552,926$19,948$3,325iApproximate average salary by contribution assumption: employee only about $83,117 at 4% or $55,411 at 6%; with 50% employer match about $55,411 at 4% or $36,941 at 6%; with 100% employer match about $41,558 at 4% or $27,706 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-6$552,926$19,948$3,325iApproximate average salary by contribution assumption: employee only about $83,117 at 4% or $55,411 at 6%; with 50% employer match about $55,411 at 4% or $36,941 at 6%; with 100% employer match about $41,558 at 4% or $27,706 at 6%.
200727$792,682$20,355$2,908iApproximate average salary by contribution assumption: employee only about $72,696 at 4% or $48,464 at 6%; with 50% employer match about $48,464 at 4% or $32,310 at 6%; with 100% employer match about $36,348 at 4% or $24,232 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-7$792,682$20,355$2,908iApproximate average salary by contribution assumption: employee only about $72,696 at 4% or $48,464 at 6%; with 50% employer match about $48,464 at 4% or $32,310 at 6%; with 100% employer match about $36,348 at 4% or $24,232 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-0---
200626$726,799$35,456$5,909iApproximate average salary by contribution assumption: employee only about $147,733 at 4% or $98,489 at 6%; with 50% employer match about $98,489 at 4% or $65,659 at 6%; with 100% employer match about $73,867 at 4% or $49,244 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-6$614,750$35,456$5,909iApproximate average salary by contribution assumption: employee only about $147,733 at 4% or $98,489 at 6%; with 50% employer match about $98,489 at 4% or $65,659 at 6%; with 100% employer match about $73,867 at 4% or $49,244 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-6$112,049--
200525$614,906$33,598$6,720iApproximate average salary by contribution assumption: employee only about $167,990 at 4% or $111,993 at 6%; with 50% employer match about $111,993 at 4% or $74,662 at 6%; with 100% employer match about $83,995 at 4% or $55,997 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-5$515,099$33,598$6,720iApproximate average salary by contribution assumption: employee only about $167,990 at 4% or $111,993 at 6%; with 50% employer match about $111,993 at 4% or $74,662 at 6%; with 100% employer match about $83,995 at 4% or $55,997 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-5$99,807--
200426$560,493$34,134$5,689iApproximate average salary by contribution assumption: employee only about $142,225 at 4% or $94,817 at 6%; with 50% employer match about $94,817 at 4% or $63,211 at 6%; with 100% employer match about $71,113 at 4% or $47,408 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-6$466,500$34,134$5,689iApproximate average salary by contribution assumption: employee only about $142,225 at 4% or $94,817 at 6%; with 50% employer match about $94,817 at 4% or $63,211 at 6%; with 100% employer match about $71,113 at 4% or $47,408 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-4$93,993--
200324$490,764$26,620$6,655iApproximate average salary by contribution assumption: employee only about $166,375 at 4% or $110,917 at 6%; with 50% employer match about $110,917 at 4% or $73,944 at 6%; with 100% employer match about $83,188 at 4% or $55,458 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-4$403,458$26,620$6,655iApproximate average salary by contribution assumption: employee only about $166,375 at 4% or $110,917 at 6%; with 50% employer match about $110,917 at 4% or $73,944 at 6%; with 100% employer match about $83,188 at 4% or $55,458 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-4$87,306--
200224$369,435$25,865$6,466iApproximate average salary by contribution assumption: employee only about $161,656 at 4% or $107,771 at 6%; with 50% employer match about $107,771 at 4% or $71,847 at 6%; with 100% employer match about $80,828 at 4% or $53,885 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-4$299,646$25,865$6,466iApproximate average salary by contribution assumption: employee only about $161,656 at 4% or $107,771 at 6%; with 50% employer match about $107,771 at 4% or $71,847 at 6%; with 100% employer match about $80,828 at 4% or $53,885 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-2$69,789--
200124$0$0-
John D. Mozena, D.P.M. PC. Profit Sharing Plan-4---
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-4---
200024$493,020$24,269$6,067iApproximate average salary by contribution assumption: employee only about $151,681 at 4% or $101,121 at 6%; with 50% employer match about $101,121 at 4% or $67,414 at 6%; with 100% employer match about $75,841 at 4% or $50,560 at 6%.
JOHN D. MOZENA, D.P.M., P.C. MONEY PURCHASE PENSION PLAN-4$389,160$24,269$6,067iApproximate average salary by contribution assumption: employee only about $151,681 at 4% or $101,121 at 6%; with 50% employer match about $101,121 at 4% or $67,414 at 6%; with 100% employer match about $75,841 at 4% or $50,560 at 6%.
John D. Mozena, D.P.M. PC. Profit Sharing Plan-4$103,860--