Civic Intelligence

David L. Moonie & Co.

Plan context: DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN

EIN 94-1056328 • Arcata, CA • 28 filings • 6 plans

900 G Street Suite 103Arcata, CA 95521
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,933,137

2024 Contributions

$170,572

Historical Graphs

Total Assets Over Time

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

$4,765,495$2,382,748$0199920132024YearValue
$3,933,137Latest year 2024

Participants Over Time

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

1260199920122024YearValue
8Latest 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
202418$3,933,137$170,572$21,322iApproximate average salary by contribution assumption: employee only about $533,038 at 4% or $355,358 at 6%; with 50% employer match about $355,358 at 4% or $236,906 at 6%; with 100% employer match about $266,519 at 4% or $177,679 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-8$3,933,137$170,572$21,322iApproximate average salary by contribution assumption: employee only about $533,038 at 4% or $355,358 at 6%; with 50% employer match about $355,358 at 4% or $236,906 at 6%; with 100% employer match about $266,519 at 4% or $177,679 at 6%.
202318$3,139,565$218,988$27,374iApproximate average salary by contribution assumption: employee only about $684,338 at 4% or $456,225 at 6%; with 50% employer match about $456,225 at 4% or $304,150 at 6%; with 100% employer match about $342,169 at 4% or $228,113 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-8$3,139,565$218,988$27,374iApproximate average salary by contribution assumption: employee only about $684,338 at 4% or $456,225 at 6%; with 50% employer match about $456,225 at 4% or $304,150 at 6%; with 100% employer match about $342,169 at 4% or $228,113 at 6%.
202217$3,495,037$243,336$34,762iApproximate average salary by contribution assumption: employee only about $869,057 at 4% or $579,371 at 6%; with 50% employer match about $579,371 at 4% or $386,248 at 6%; with 100% employer match about $434,529 at 4% or $289,686 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-7$3,495,037$243,336$34,762iApproximate average salary by contribution assumption: employee only about $869,057 at 4% or $579,371 at 6%; with 50% employer match about $579,371 at 4% or $386,248 at 6%; with 100% employer match about $434,529 at 4% or $289,686 at 6%.
202118$4,765,495$277,882$34,735iApproximate average salary by contribution assumption: employee only about $868,381 at 4% or $578,921 at 6%; with 50% employer match about $578,921 at 4% or $385,947 at 6%; with 100% employer match about $434,191 at 4% or $289,460 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-8$4,765,495$277,882$34,735iApproximate average salary by contribution assumption: employee only about $868,381 at 4% or $578,921 at 6%; with 50% employer match about $578,921 at 4% or $385,947 at 6%; with 100% employer match about $434,191 at 4% or $289,460 at 6%.
202018$4,334,205$259,726$32,466iApproximate average salary by contribution assumption: employee only about $811,644 at 4% or $541,096 at 6%; with 50% employer match about $541,096 at 4% or $360,731 at 6%; with 100% employer match about $405,822 at 4% or $270,548 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-8$4,334,205$259,726$32,466iApproximate average salary by contribution assumption: employee only about $811,644 at 4% or $541,096 at 6%; with 50% employer match about $541,096 at 4% or $360,731 at 6%; with 100% employer match about $405,822 at 4% or $270,548 at 6%.
201919$3,879,880$230,086$25,565iApproximate average salary by contribution assumption: employee only about $639,128 at 4% or $426,085 at 6%; with 50% employer match about $426,085 at 4% or $284,057 at 6%; with 100% employer match about $319,564 at 4% or $213,043 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-9$3,879,880$230,086$25,565iApproximate average salary by contribution assumption: employee only about $639,128 at 4% or $426,085 at 6%; with 50% employer match about $426,085 at 4% or $284,057 at 6%; with 100% employer match about $319,564 at 4% or $213,043 at 6%.
2018110$3,265,569$230,699$23,070iApproximate average salary by contribution assumption: employee only about $576,748 at 4% or $384,498 at 6%; with 50% employer match about $384,498 at 4% or $256,332 at 6%; with 100% employer match about $288,374 at 4% or $192,249 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-10$3,265,569$230,699$23,070iApproximate average salary by contribution assumption: employee only about $576,748 at 4% or $384,498 at 6%; with 50% employer match about $384,498 at 4% or $256,332 at 6%; with 100% employer match about $288,374 at 4% or $192,249 at 6%.
2017110$3,371,609$241,846$24,185iApproximate average salary by contribution assumption: employee only about $604,615 at 4% or $403,077 at 6%; with 50% employer match about $403,077 at 4% or $268,718 at 6%; with 100% employer match about $302,308 at 4% or $201,538 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-10$3,371,609$241,846$24,185iApproximate average salary by contribution assumption: employee only about $604,615 at 4% or $403,077 at 6%; with 50% employer match about $403,077 at 4% or $268,718 at 6%; with 100% employer match about $302,308 at 4% or $201,538 at 6%.
2016110$2,840,438$235,456$23,546iApproximate average salary by contribution assumption: employee only about $588,640 at 4% or $392,427 at 6%; with 50% employer match about $392,427 at 4% or $261,618 at 6%; with 100% employer match about $294,320 at 4% or $196,213 at 6%.
DAVID L MOONIE & CO LLP 401K PROFIT SHARING PLAN-10$2,840,438$235,456$23,546iApproximate average salary by contribution assumption: employee only about $588,640 at 4% or $392,427 at 6%; with 50% employer match about $392,427 at 4% or $261,618 at 6%; with 100% employer match about $294,320 at 4% or $196,213 at 6%.
2015110$2,376,964$212,928$21,293iApproximate average salary by contribution assumption: employee only about $532,320 at 4% or $354,880 at 6%; with 50% employer match about $354,880 at 4% or $236,587 at 6%; with 100% employer match about $266,160 at 4% or $177,440 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-10$2,376,964$212,928$21,293iApproximate average salary by contribution assumption: employee only about $532,320 at 4% or $354,880 at 6%; with 50% employer match about $354,880 at 4% or $236,587 at 6%; with 100% employer match about $266,160 at 4% or $177,440 at 6%.
2014110$2,365,700$207,402$20,740iApproximate average salary by contribution assumption: employee only about $518,505 at 4% or $345,670 at 6%; with 50% employer match about $345,670 at 4% or $230,447 at 6%; with 100% employer match about $259,253 at 4% or $172,835 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-10$2,365,700$207,402$20,740iApproximate average salary by contribution assumption: employee only about $518,505 at 4% or $345,670 at 6%; with 50% employer match about $345,670 at 4% or $230,447 at 6%; with 100% employer match about $259,253 at 4% or $172,835 at 6%.
2013110$2,080,638$177,485$17,749iApproximate average salary by contribution assumption: employee only about $443,713 at 4% or $295,808 at 6%; with 50% employer match about $295,808 at 4% or $197,206 at 6%; with 100% employer match about $221,856 at 4% or $147,904 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-10$2,080,638$177,485$17,749iApproximate average salary by contribution assumption: employee only about $443,713 at 4% or $295,808 at 6%; with 50% employer match about $295,808 at 4% or $197,206 at 6%; with 100% employer match about $221,856 at 4% or $147,904 at 6%.
2012111$1,648,669$150,204$13,655iApproximate average salary by contribution assumption: employee only about $341,373 at 4% or $227,582 at 6%; with 50% employer match about $227,582 at 4% or $151,721 at 6%; with 100% employer match about $170,686 at 4% or $113,791 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-11$1,648,669$150,204$13,655iApproximate average salary by contribution assumption: employee only about $341,373 at 4% or $227,582 at 6%; with 50% employer match about $227,582 at 4% or $151,721 at 6%; with 100% employer match about $170,686 at 4% or $113,791 at 6%.
2011112$1,557,616$154,322$12,860iApproximate average salary by contribution assumption: employee only about $321,504 at 4% or $214,336 at 6%; with 50% employer match about $214,336 at 4% or $142,891 at 6%; with 100% employer match about $160,752 at 4% or $107,168 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-12$1,557,616$154,322$12,860iApproximate average salary by contribution assumption: employee only about $321,504 at 4% or $214,336 at 6%; with 50% employer match about $214,336 at 4% or $142,891 at 6%; with 100% employer match about $160,752 at 4% or $107,168 at 6%.
2010112$1,481,371$164,036$13,670iApproximate average salary by contribution assumption: employee only about $341,742 at 4% or $227,828 at 6%; with 50% employer match about $227,828 at 4% or $151,885 at 6%; with 100% employer match about $170,871 at 4% or $113,914 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-12$1,481,371$164,036$13,670iApproximate average salary by contribution assumption: employee only about $341,742 at 4% or $227,828 at 6%; with 50% employer match about $227,828 at 4% or $151,885 at 6%; with 100% employer match about $170,871 at 4% or $113,914 at 6%.
2009112$1,184,875$164,107$13,676iApproximate average salary by contribution assumption: employee only about $341,890 at 4% or $227,926 at 6%; with 50% employer match about $227,926 at 4% or $151,951 at 6%; with 100% employer match about $170,945 at 4% or $113,963 at 6%.
DAVID L. MOONIE & CO. LLP 401(K) PROFIT SHARING PLAN-12$1,184,875$164,107$13,676iApproximate average salary by contribution assumption: employee only about $341,890 at 4% or $227,926 at 6%; with 50% employer match about $227,926 at 4% or $151,951 at 6%; with 100% employer match about $170,945 at 4% or $113,963 at 6%.
2008110$915,755$149,488$14,949iApproximate average salary by contribution assumption: employee only about $373,720 at 4% or $249,147 at 6%; with 50% employer match about $249,147 at 4% or $166,098 at 6%; with 100% employer match about $186,860 at 4% or $124,573 at 6%.
DAVID L. MOONIE & CO. LLP 401K PROFIT SHARING PLAN-10$915,755$149,488$14,949iApproximate average salary by contribution assumption: employee only about $373,720 at 4% or $249,147 at 6%; with 50% employer match about $249,147 at 4% or $166,098 at 6%; with 100% employer match about $186,860 at 4% or $124,573 at 6%.
2007110$0$0-
DAVID L. MOONIE & CO. LLP 401K PROFIT SHARING PLAN-10---
2006111$870,863$173,865$15,806iApproximate average salary by contribution assumption: employee only about $395,148 at 4% or $263,432 at 6%; with 50% employer match about $263,432 at 4% or $175,621 at 6%; with 100% employer match about $197,574 at 4% or $131,716 at 6%.
DAVID L. MOONIE & CO. LLP 401K PROFIT SHARING PLAN-11$870,863$173,865$15,806iApproximate average salary by contribution assumption: employee only about $395,148 at 4% or $263,432 at 6%; with 50% employer match about $263,432 at 4% or $175,621 at 6%; with 100% employer match about $197,574 at 4% or $131,716 at 6%.
200518$621,702$127,734$15,967iApproximate average salary by contribution assumption: employee only about $399,169 at 4% or $266,113 at 6%; with 50% employer match about $266,113 at 4% or $177,408 at 6%; with 100% employer match about $199,584 at 4% or $133,056 at 6%.
DAVID L. MOONIE & CO. LLP 401K PROFIT SHARING PLAN-8$621,702$127,734$15,967iApproximate average salary by contribution assumption: employee only about $399,169 at 4% or $266,113 at 6%; with 50% employer match about $266,113 at 4% or $177,408 at 6%; with 100% employer match about $199,584 at 4% or $133,056 at 6%.
200427$511,728$314,717$44,960iApproximate average salary by contribution assumption: employee only about $1,123,989 at 4% or $749,326 at 6%; with 50% employer match about $749,326 at 4% or $499,551 at 6%; with 100% employer match about $561,995 at 4% or $374,663 at 6%.
DAVID L. MOONIE & CO., LLP 401K PROFIT SHARING PLAN-7$511,728$314,717$44,960iApproximate average salary by contribution assumption: employee only about $1,123,989 at 4% or $749,326 at 6%; with 50% employer match about $749,326 at 4% or $499,551 at 6%; with 100% employer match about $561,995 at 4% or $374,663 at 6%.
David L. Moonie & Co. Profit Sharing Plan-0---
2003212$488,084$158,559$13,213iApproximate average salary by contribution assumption: employee only about $330,331 at 4% or $220,221 at 6%; with 50% employer match about $220,221 at 4% or $146,814 at 6%; with 100% employer match about $165,166 at 4% or $110,110 at 6%.
David L. Moonie & Co. Profit Sharing Plan-0$317,585--
DAVID L. MOONIE & CO., LLC 401K PROFIT SHARING PLAN-12$170,499$158,559$13,213iApproximate average salary by contribution assumption: employee only about $330,331 at 4% or $220,221 at 6%; with 50% employer match about $220,221 at 4% or $146,814 at 6%; with 100% employer match about $165,166 at 4% or $110,110 at 6%.
2002110$1,481,389$25,886$2,589iApproximate average salary by contribution assumption: employee only about $64,715 at 4% or $43,143 at 6%; with 50% employer match about $43,143 at 4% or $28,762 at 6%; with 100% employer match about $32,358 at 4% or $21,572 at 6%.
David L. Moonie & Co. Profit Sharing Plan-10$1,481,389$25,886$2,589iApproximate average salary by contribution assumption: employee only about $64,715 at 4% or $43,143 at 6%; with 50% employer match about $43,143 at 4% or $28,762 at 6%; with 100% employer match about $32,358 at 4% or $21,572 at 6%.
2001110$0$0-
David L. Moonie & Co. Profit Sharing Plan-10---
2000112$0$0-
David L. Moonie & Co. Profit Sharing Plan-12---
1999111$1,835,469$41,413$3,765iApproximate average salary by contribution assumption: employee only about $94,120 at 4% or $62,747 at 6%; with 50% employer match about $62,747 at 4% or $41,831 at 6%; with 100% employer match about $47,060 at 4% or $31,373 at 6%.
David L. Moonie & Co. Profit Sharing Plan-11$1,835,469$41,413$3,765iApproximate average salary by contribution assumption: employee only about $94,120 at 4% or $62,747 at 6%; with 50% employer match about $62,747 at 4% or $41,831 at 6%; with 100% employer match about $47,060 at 4% or $31,373 at 6%.