Terry Moerler Inc.
Plan context: Terry Moerler Inc. Discretionary Defined Contribution Plan
EIN 95-3929215 • Newbury Park, CA • 15 filings • 2 plans
Current Snapshot
Latest Year
2017
2017 Participants
4
2017 Assets
$1,048,064
2017 Contributions
$50,000
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 | 4 | $1,048,064 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $1,048,064 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2016 | 1 | 4 | $886,128 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $886,128 | $45,000 | $11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%. |
| 2015 | 1 | 4 | $801,048 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $801,048 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2014 | 1 | 4 | $758,149 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $758,149 | $55,000 | $13,750iApproximate average salary by contribution assumption: employee only about $343,750 at 4% or $229,167 at 6%; with 50% employer match about $229,167 at 4% or $152,778 at 6%; with 100% employer match about $171,875 at 4% or $114,583 at 6%. |
| 2013 | 1 | 4 | $661,379 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $661,379 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2012 | 1 | 4 | $515,541 | $0 | - |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $515,541 | $0 | - |
| 2011 | 1 | 2 | $449,096 | $16,135 | $8,068iApproximate average salary by contribution assumption: employee only about $201,688 at 4% or $134,458 at 6%; with 50% employer match about $134,458 at 4% or $89,639 at 6%; with 100% employer match about $100,844 at 4% or $67,229 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 2 | $449,096 | $16,135 | $8,068iApproximate average salary by contribution assumption: employee only about $201,688 at 4% or $134,458 at 6%; with 50% employer match about $134,458 at 4% or $89,639 at 6%; with 100% employer match about $100,844 at 4% or $67,229 at 6%. |
| 2010 | 1 | 4 | $442,832 | $0 | - |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $442,832 | $0 | - |
| 2009 | 1 | 4 | $404,262 | $0 | - |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $404,262 | $0 | - |
| 2008 | 1 | 4 | $0 | $0 | - |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | - | - | - |
| 2005 | 1 | 3 | $1,077,514 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 3 | $1,077,514 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2004 | 1 | 4 | $973,536 | $87,681 | $21,920iApproximate average salary by contribution assumption: employee only about $548,006 at 4% or $365,338 at 6%; with 50% employer match about $365,338 at 4% or $243,558 at 6%; with 100% employer match about $274,003 at 4% or $182,669 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $973,536 | $87,681 | $21,920iApproximate average salary by contribution assumption: employee only about $548,006 at 4% or $365,338 at 6%; with 50% employer match about $365,338 at 4% or $243,558 at 6%; with 100% employer match about $274,003 at 4% or $182,669 at 6%. |
| 2003 | 1 | 4 | $820,434 | $84,563 | $21,141iApproximate average salary by contribution assumption: employee only about $528,519 at 4% or $352,346 at 6%; with 50% employer match about $352,346 at 4% or $234,897 at 6%; with 100% employer match about $264,259 at 4% or $176,173 at 6%. |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | $820,434 | $84,563 | $21,141iApproximate average salary by contribution assumption: employee only about $528,519 at 4% or $352,346 at 6%; with 50% employer match about $352,346 at 4% or $234,897 at 6%; with 100% employer match about $264,259 at 4% or $176,173 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Terry Moerler Inc. Discretionary Defined Contribution Plan | - | 4 | - | - | - |