Civic Intelligence

J E Moody & Company LLC

Plan context: J E Moody & Company LLC 401(K) Retirement Plan

EIN 93-1325937 • Portland, OR • 33 filings • 2 plans

715 SW Morrison St, 10th FloorPortland, OR 97205
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$7,456,875

2024 Contributions

$491,229

Historical Graphs

Total Assets Over Time

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

$7,456,875$3,728,438$0200820162024YearValue
$7,456,875Latest year 2024

Participants Over Time

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

1160200820162024YearValue
5Latest 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
202425$7,456,875$491,229$98,246iApproximate average salary by contribution assumption: employee only about $2,456,145 at 4% or $1,637,430 at 6%; with 50% employer match about $1,637,430 at 4% or $1,091,620 at 6%; with 100% employer match about $1,228,073 at 4% or $818,715 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$3,773,583$235,717$47,143iApproximate average salary by contribution assumption: employee only about $1,178,585 at 4% or $785,723 at 6%; with 50% employer match about $785,723 at 4% or $523,816 at 6%; with 100% employer match about $589,293 at 4% or $392,862 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$3,683,292$255,512$51,102iApproximate average salary by contribution assumption: employee only about $1,277,560 at 4% or $851,707 at 6%; with 50% employer match about $851,707 at 4% or $567,804 at 6%; with 100% employer match about $638,780 at 4% or $425,853 at 6%.
202325$6,353,701$517,491$103,498iApproximate average salary by contribution assumption: employee only about $2,587,455 at 4% or $1,724,970 at 6%; with 50% employer match about $1,724,970 at 4% or $1,149,980 at 6%; with 100% employer match about $1,293,728 at 4% or $862,485 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$3,273,177$205,191$41,038iApproximate average salary by contribution assumption: employee only about $1,025,955 at 4% or $683,970 at 6%; with 50% employer match about $683,970 at 4% or $455,980 at 6%; with 100% employer match about $512,977 at 4% or $341,985 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$3,080,524$312,300$62,460iApproximate average salary by contribution assumption: employee only about $1,561,500 at 4% or $1,041,000 at 6%; with 50% employer match about $1,041,000 at 4% or $694,000 at 6%; with 100% employer match about $780,750 at 4% or $520,500 at 6%.
202225$5,358,501$514,770$102,954iApproximate average salary by contribution assumption: employee only about $2,573,850 at 4% or $1,715,900 at 6%; with 50% employer match about $1,715,900 at 4% or $1,143,933 at 6%; with 100% employer match about $1,286,925 at 4% or $857,950 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$2,939,310$369,000$73,800iApproximate average salary by contribution assumption: employee only about $1,845,000 at 4% or $1,230,000 at 6%; with 50% employer match about $1,230,000 at 4% or $820,000 at 6%; with 100% employer match about $922,500 at 4% or $615,000 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$2,419,191$145,770$29,154iApproximate average salary by contribution assumption: employee only about $728,850 at 4% or $485,900 at 6%; with 50% employer match about $485,900 at 4% or $323,933 at 6%; with 100% employer match about $364,425 at 4% or $242,950 at 6%.
202125$5,047,746$500,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$2,537,401$234,000$46,800iApproximate average salary by contribution assumption: employee only about $1,170,000 at 4% or $780,000 at 6%; with 50% employer match about $780,000 at 4% or $520,000 at 6%; with 100% employer match about $585,000 at 4% or $390,000 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$2,510,345$266,000$53,200iApproximate average salary by contribution assumption: employee only about $1,330,000 at 4% or $886,667 at 6%; with 50% employer match about $886,667 at 4% or $591,111 at 6%; with 100% employer match about $665,000 at 4% or $443,333 at 6%.
202025$4,388,321$511,000$102,200iApproximate average salary by contribution assumption: employee only about $2,555,000 at 4% or $1,703,333 at 6%; with 50% employer match about $1,703,333 at 4% or $1,135,556 at 6%; with 100% employer match about $1,277,500 at 4% or $851,667 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$2,303,187$213,000$42,600iApproximate average salary by contribution assumption: employee only about $1,065,000 at 4% or $710,000 at 6%; with 50% employer match about $710,000 at 4% or $473,333 at 6%; with 100% employer match about $532,500 at 4% or $355,000 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$2,085,134$298,000$59,600iApproximate average salary by contribution assumption: employee only about $1,490,000 at 4% or $993,333 at 6%; with 50% employer match about $993,333 at 4% or $662,222 at 6%; with 100% employer match about $745,000 at 4% or $496,667 at 6%.
201925$3,778,509$341,472$68,294iApproximate average salary by contribution assumption: employee only about $1,707,360 at 4% or $1,138,240 at 6%; with 50% employer match about $1,138,240 at 4% or $758,827 at 6%; with 100% employer match about $853,680 at 4% or $569,120 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$2,085,018$204,789$40,958iApproximate average salary by contribution assumption: employee only about $1,023,945 at 4% or $682,630 at 6%; with 50% employer match about $682,630 at 4% or $455,087 at 6%; with 100% employer match about $511,973 at 4% or $341,315 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$1,693,491$136,683$27,337iApproximate average salary by contribution assumption: employee only about $683,415 at 4% or $455,610 at 6%; with 50% employer match about $455,610 at 4% or $303,740 at 6%; with 100% employer match about $341,708 at 4% or $227,805 at 6%.
2018210$3,357,507$369,547$36,955iApproximate average salary by contribution assumption: employee only about $923,867 at 4% or $615,912 at 6%; with 50% employer match about $615,912 at 4% or $410,608 at 6%; with 100% employer match about $461,934 at 4% or $307,956 at 6%.
J E Moody & Company LLC Defined Benefit Plan-10$1,875,275$153,118$15,312iApproximate average salary by contribution assumption: employee only about $382,795 at 4% or $255,197 at 6%; with 50% employer match about $255,197 at 4% or $170,131 at 6%; with 100% employer match about $191,398 at 4% or $127,598 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-7$1,482,232$216,429$30,918iApproximate average salary by contribution assumption: employee only about $772,961 at 4% or $515,307 at 6%; with 50% employer match about $515,307 at 4% or $343,538 at 6%; with 100% employer match about $386,480 at 4% or $257,654 at 6%.
201727$3,068,434$287,462$41,066iApproximate average salary by contribution assumption: employee only about $1,026,650 at 4% or $684,433 at 6%; with 50% employer match about $684,433 at 4% or $456,289 at 6%; with 100% employer match about $513,325 at 4% or $342,217 at 6%.
J E Moody & Company LLC Defined Benefit Plan-6$1,696,456$149,516$24,919iApproximate average salary by contribution assumption: employee only about $622,983 at 4% or $415,322 at 6%; with 50% employer match about $415,322 at 4% or $276,881 at 6%; with 100% employer match about $311,492 at 4% or $207,661 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-7$1,371,978$137,946$19,707iApproximate average salary by contribution assumption: employee only about $492,664 at 4% or $328,443 at 6%; with 50% employer match about $328,443 at 4% or $218,962 at 6%; with 100% employer match about $246,332 at 4% or $164,221 at 6%.
201626$2,753,510$77,822$12,970iApproximate average salary by contribution assumption: employee only about $324,258 at 4% or $216,172 at 6%; with 50% employer match about $216,172 at 4% or $144,115 at 6%; with 100% employer match about $162,129 at 4% or $108,086 at 6%.
J E Moody & Company LLC Defined Benefit Plan-6$1,538,340$0-
J E Moody & Company LLC 401(K) Retirement Plan-6$1,215,170$77,822$12,970iApproximate average salary by contribution assumption: employee only about $324,258 at 4% or $216,172 at 6%; with 50% employer match about $216,172 at 4% or $144,115 at 6%; with 100% employer match about $162,129 at 4% or $108,086 at 6%.
2015211$2,930,769$594,220$54,020iApproximate average salary by contribution assumption: employee only about $1,350,500 at 4% or $900,333 at 6%; with 50% employer match about $900,333 at 4% or $600,222 at 6%; with 100% employer match about $675,250 at 4% or $450,167 at 6%.
J E Moody & Company LLC Defined Benefit Plan-10$1,625,319$441,110$44,111iApproximate average salary by contribution assumption: employee only about $1,102,775 at 4% or $735,183 at 6%; with 50% employer match about $735,183 at 4% or $490,122 at 6%; with 100% employer match about $551,388 at 4% or $367,592 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-11$1,305,450$153,110$13,919iApproximate average salary by contribution assumption: employee only about $347,977 at 4% or $231,985 at 6%; with 50% employer match about $231,985 at 4% or $154,657 at 6%; with 100% employer match about $173,989 at 4% or $115,992 at 6%.
2014210$2,319,911$411,154$41,115iApproximate average salary by contribution assumption: employee only about $1,027,885 at 4% or $685,257 at 6%; with 50% employer match about $685,257 at 4% or $456,838 at 6%; with 100% employer match about $513,943 at 4% or $342,628 at 6%.
J E Moody & Company LLC Defined Benefit Plan-10$1,184,090$192,421$19,242iApproximate average salary by contribution assumption: employee only about $481,052 at 4% or $320,702 at 6%; with 50% employer match about $320,702 at 4% or $213,801 at 6%; with 100% employer match about $240,526 at 4% or $160,351 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-9$1,135,821$218,733$24,304iApproximate average salary by contribution assumption: employee only about $607,592 at 4% or $405,061 at 6%; with 50% employer match about $405,061 at 4% or $270,041 at 6%; with 100% employer match about $303,796 at 4% or $202,531 at 6%.
2013210$1,931,816$465,891$46,589iApproximate average salary by contribution assumption: employee only about $1,164,728 at 4% or $776,485 at 6%; with 50% employer match about $776,485 at 4% or $517,657 at 6%; with 100% employer match about $582,364 at 4% or $388,243 at 6%.
J E Moody & Company LLC Defined Benefit Plan-7$1,000,674$244,000$34,857iApproximate average salary by contribution assumption: employee only about $871,429 at 4% or $580,952 at 6%; with 50% employer match about $580,952 at 4% or $387,302 at 6%; with 100% employer match about $435,714 at 4% or $290,476 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-10$931,142$221,891$22,189iApproximate average salary by contribution assumption: employee only about $554,728 at 4% or $369,818 at 6%; with 50% employer match about $369,818 at 4% or $246,546 at 6%; with 100% employer match about $277,364 at 4% or $184,909 at 6%.
201229$1,501,457$344,975$38,331iApproximate average salary by contribution assumption: employee only about $958,264 at 4% or $638,843 at 6%; with 50% employer match about $638,843 at 4% or $425,895 at 6%; with 100% employer match about $479,132 at 4% or $319,421 at 6%.
J E Moody & Company LLC Defined Benefit Plan-8$771,813$169,938$21,242iApproximate average salary by contribution assumption: employee only about $531,056 at 4% or $354,038 at 6%; with 50% employer match about $354,038 at 4% or $236,025 at 6%; with 100% employer match about $265,528 at 4% or $177,019 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-9$729,644$175,037$19,449iApproximate average salary by contribution assumption: employee only about $486,214 at 4% or $324,143 at 6%; with 50% employer match about $324,143 at 4% or $216,095 at 6%; with 100% employer match about $243,107 at 4% or $162,071 at 6%.
201129$1,157,481$333,462$37,051iApproximate average salary by contribution assumption: employee only about $926,283 at 4% or $617,522 at 6%; with 50% employer match about $617,522 at 4% or $411,681 at 6%; with 100% employer match about $463,142 at 4% or $308,761 at 6%.
J E Moody & Company LLC Defined Benefit Plan-8$601,778$160,224$20,028iApproximate average salary by contribution assumption: employee only about $500,700 at 4% or $333,800 at 6%; with 50% employer match about $333,800 at 4% or $222,533 at 6%; with 100% employer match about $250,350 at 4% or $166,900 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-9$555,703$173,238$19,249iApproximate average salary by contribution assumption: employee only about $481,217 at 4% or $320,811 at 6%; with 50% employer match about $320,811 at 4% or $213,874 at 6%; with 100% employer match about $240,608 at 4% or $160,406 at 6%.
201028$823,742$286,709$35,839iApproximate average salary by contribution assumption: employee only about $895,966 at 4% or $597,310 at 6%; with 50% employer match about $597,310 at 4% or $398,207 at 6%; with 100% employer match about $447,983 at 4% or $298,655 at 6%.
J E Moody & Company LLC Defined Benefit Plan-7$441,495$151,818$21,688iApproximate average salary by contribution assumption: employee only about $542,207 at 4% or $361,471 at 6%; with 50% employer match about $361,471 at 4% or $240,981 at 6%; with 100% employer match about $271,104 at 4% or $180,736 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-8$382,247$134,891$16,861iApproximate average salary by contribution assumption: employee only about $421,534 at 4% or $281,023 at 6%; with 50% employer match about $281,023 at 4% or $187,349 at 6%; with 100% employer match about $210,767 at 4% or $140,511 at 6%.
200925$537,768$290,055$58,011iApproximate average salary by contribution assumption: employee only about $1,450,275 at 4% or $966,850 at 6%; with 50% employer match about $966,850 at 4% or $644,567 at 6%; with 100% employer match about $725,138 at 4% or $483,425 at 6%.
J E Moody & Company LLC Defined Benefit Plan-5$289,513$148,660$29,732iApproximate average salary by contribution assumption: employee only about $743,300 at 4% or $495,533 at 6%; with 50% employer match about $495,533 at 4% or $330,356 at 6%; with 100% employer match about $371,650 at 4% or $247,767 at 6%.
J E Moody & Company LLC 401(K) Retirement Plan-5$248,255$141,395$28,279iApproximate average salary by contribution assumption: employee only about $706,975 at 4% or $471,317 at 6%; with 50% employer match about $471,317 at 4% or $314,211 at 6%; with 100% employer match about $353,488 at 4% or $235,658 at 6%.
200814$140,010$140,010$35,003iApproximate average salary by contribution assumption: employee only about $875,063 at 4% or $583,375 at 6%; with 50% employer match about $583,375 at 4% or $388,917 at 6%; with 100% employer match about $437,531 at 4% or $291,688 at 6%.
J E Moody & Company LLC Defined Benefit Plan-4$140,010$140,010$35,003iApproximate average salary by contribution assumption: employee only about $875,063 at 4% or $583,375 at 6%; with 50% employer match about $583,375 at 4% or $388,917 at 6%; with 100% employer match about $437,531 at 4% or $291,688 at 6%.