Moerman-Clark Inc.
Plan context: Moerman-Clark Employee Stock Ownership Plan
EIN 94-2889541 • Napa, CA • 30 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
10
2017 Assets
$82,652
2017 Contributions
$250,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $82,652 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 0 | $82,652 | - | - |
| 2016 | 1 | 0 | $94,653 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 0 | $94,653 | - | - |
| 2015 | 1 | 0 | $91,080 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 0 | $91,080 | - | - |
| 2014 | 1 | 0 | $358,490 | $250,000 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 0 | $358,490 | $250,000 | - |
| 2013 | 2 | 10 | $200,722 | $418,256 | $41,826iApproximate average salary by contribution assumption: employee only about $1,045,640 at 4% or $697,093 at 6%; with 50% employer match about $697,093 at 4% or $464,729 at 6%; with 100% employer match about $522,820 at 4% or $348,547 at 6%. |
| Moerman-Clark Employee Stock Ownership Plan | - | 10 | $200,722 | $418,256 | $41,826iApproximate average salary by contribution assumption: employee only about $1,045,640 at 4% or $697,093 at 6%; with 50% employer match about $697,093 at 4% or $464,729 at 6%; with 100% employer match about $522,820 at 4% or $348,547 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 0 | $0 | - | - |
| 2012 | 2 | 31 | $925,709 | $113,362 | $3,657iApproximate average salary by contribution assumption: employee only about $91,421 at 4% or $60,947 at 6%; with 50% employer match about $60,947 at 4% or $40,632 at 6%; with 100% employer match about $45,710 at 4% or $30,474 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 31 | $582,996 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 10 | $342,713 | $113,362 | $11,336iApproximate average salary by contribution assumption: employee only about $283,405 at 4% or $188,937 at 6%; with 50% employer match about $188,937 at 4% or $125,958 at 6%; with 100% employer match about $141,703 at 4% or $94,468 at 6%. |
| 2011 | 2 | 31 | $1,131,889 | $100,000 | $3,226iApproximate average salary by contribution assumption: employee only about $80,645 at 4% or $53,763 at 6%; with 50% employer match about $53,763 at 4% or $35,842 at 6%; with 100% employer match about $40,323 at 4% or $26,882 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 31 | $809,994 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 9 | $321,895 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2010 | 2 | 31 | $1,315,754 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 31 | $832,754 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 14 | $483,000 | - | - |
| 2009 | 2 | 33 | $1,462,077 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 33 | $734,577 | $0 | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 14 | $727,500 | - | - |
| 2008 | 2 | 17 | $542,077 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 16 | $542,077 | - | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 17 | - | - | - |
| 2007 | 2 | 17 | $0 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 17 | - | - | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 17 | - | - | - |
| 2006 | 2 | 17 | $2,090,807 | $140,000 | $8,235iApproximate average salary by contribution assumption: employee only about $205,882 at 4% or $137,255 at 6%; with 50% employer match about $137,255 at 4% or $91,503 at 6%; with 100% employer match about $102,941 at 4% or $68,627 at 6%. |
| Moerman-Clark Employee Stock Ownership Plan | - | 17 | $1,230,185 | $140,000 | $8,235iApproximate average salary by contribution assumption: employee only about $205,882 at 4% or $137,255 at 6%; with 50% employer match about $137,255 at 4% or $91,503 at 6%; with 100% employer match about $102,941 at 4% or $68,627 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 14 | $860,622 | - | - |
| 2005 | 2 | 23 | $2,015,801 | $262,596 | $11,417iApproximate average salary by contribution assumption: employee only about $285,430 at 4% or $190,287 at 6%; with 50% employer match about $190,287 at 4% or $126,858 at 6%; with 100% employer match about $142,715 at 4% or $95,143 at 6%. |
| Moerman-Clark Employee Stock Ownership Plan | - | 23 | $1,240,185 | $262,596 | $11,417iApproximate average salary by contribution assumption: employee only about $285,430 at 4% or $190,287 at 6%; with 50% employer match about $190,287 at 4% or $126,858 at 6%; with 100% employer match about $142,715 at 4% or $95,143 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 16 | $775,616 | - | - |
| 2004 | 2 | 29 | $986,175 | $216,800 | $7,476iApproximate average salary by contribution assumption: employee only about $186,897 at 4% or $124,598 at 6%; with 50% employer match about $124,598 at 4% or $83,065 at 6%; with 100% employer match about $93,448 at 4% or $62,299 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 19 | $729,375 | - | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 29 | $256,800 | $216,800 | $7,476iApproximate average salary by contribution assumption: employee only about $186,897 at 4% or $124,598 at 6%; with 50% employer match about $124,598 at 4% or $83,065 at 6%; with 100% employer match about $93,448 at 4% or $62,299 at 6%. |
| 2003 | 2 | 21 | $672,852 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 13 | $672,852 | - | - |
| Moerman-Clark Employee Stock Ownership Plan | - | 21 | - | - | - |
| 2002 | 1 | 18 | $578,642 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 18 | $578,642 | - | - |
| 2001 | 1 | 17 | $0 | $0 | - |
| Moerman-Clark Inc. Profit Sharing Plan | - | 17 | - | - | - |
| 2000 | 1 | 15 | $716,743 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 15 | $716,743 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| 1999 | 1 | 15 | $886,948 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |
| Moerman-Clark Inc. Profit Sharing Plan | - | 15 | $886,948 | $30,000 | $2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%. |