Neal H. Moritz Inc.
Plan context: Neal H. Moritz Inc. Defined Benefit Pension Plan
EIN 95-4839717 • Beverly Hills, CA • 15 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
2
2016 Assets
$4,595,477
2016 Contributions
$111,533
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 2 | $4,595,477 | $111,533 | $55,767iApproximate average salary by contribution assumption: employee only about $1,394,163 at 4% or $929,442 at 6%; with 50% employer match about $929,442 at 4% or $619,628 at 6%; with 100% employer match about $697,081 at 4% or $464,721 at 6%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 2 | $4,250,020 | $0 | - |
| Neal H. Moritz Inc. 401(K) Profit Sharing Plan | - | 2 | $345,457 | $111,533 | $55,767iApproximate average salary by contribution assumption: employee only about $1,394,163 at 4% or $929,442 at 6%; with 50% employer match about $929,442 at 4% or $619,628 at 6%; with 100% employer match about $697,081 at 4% or $464,721 at 6%. |
| 2015 | 2 | 2 | $3,962,023 | $0 | - |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 2 | $3,755,570 | - | - |
| Neal H. Moritz Inc. 401(K) Profit Sharing Plan | - | 2 | $206,453 | - | - |
| 2014 | 2 | 2 | $4,184,832 | $0 | - |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 2 | $3,966,769 | - | - |
| Neal H. Moritz Inc. 401(K) Profit Sharing Plan | - | 2 | $218,063 | - | - |
| 2013 | 2 | 2 | $4,199,478 | $102,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 2 | $3,980,652 | - | - |
| Neal H. Moritz Inc. 401(K) Profit Sharing Plan | - | 2 | $218,826 | $102,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| 2012 | 2 | 4 | $3,508,707 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 4 | $3,408,707 | $0 | - |
| Neal H. Moritz Inc. 401(K) Profit Sharing Plan | - | 3 | $100,000 | $100,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| 2011 | 1 | 4 | $3,193,536 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 4 | $3,193,536 | $150,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2010 | 1 | 3 | $3,069,190 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 3 | $3,069,190 | $200,000 | $66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%. |
| 2009 | 1 | 3 | $2,550,150 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 3 | $2,550,150 | $400,000 | $133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%. |
| 2008 | 1 | 2 | $1,783,518 | $200,000 | $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%. |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 2 | $1,783,518 | $200,000 | $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%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Neal H. Moritz Inc. Defined Benefit Pension Plan | - | 3 | - | - | - |