Success Mortgage Partners, Inc.
Plan context: Success Mortgage Partners 401(K) Plan
EIN 01-0759540 • Plymouth, MI • 18 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
411
2024 Assets
$9,130,583
2024 Contributions
$1,317,122
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 411 | $9,130,583 | $1,317,122 | $3,205iApproximate average salary by contribution assumption: employee only about $80,117 at 4% or $53,411 at 6%; with 50% employer match about $53,411 at 4% or $35,608 at 6%; with 100% employer match about $40,058 at 4% or $26,706 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 411 | $9,130,583 | $1,317,122 | $3,205iApproximate average salary by contribution assumption: employee only about $80,117 at 4% or $53,411 at 6%; with 50% employer match about $53,411 at 4% or $35,608 at 6%; with 100% employer match about $40,058 at 4% or $26,706 at 6%. |
| Success Mortgage Partners Inc Health and Welfare Plan | - | 408 | - | - | - |
| 2023 | 2 | 410 | $8,024,149 | $1,401,565 | $3,418iApproximate average salary by contribution assumption: employee only about $85,461 at 4% or $56,974 at 6%; with 50% employer match about $56,974 at 4% or $37,983 at 6%; with 100% employer match about $42,731 at 4% or $28,487 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 410 | $8,024,149 | $1,401,565 | $3,418iApproximate average salary by contribution assumption: employee only about $85,461 at 4% or $56,974 at 6%; with 50% employer match about $56,974 at 4% or $37,983 at 6%; with 100% employer match about $42,731 at 4% or $28,487 at 6%. |
| Success Mortgage Partners Inc Health and Welfare Plan | - | 201 | - | - | - |
| 2022 | 2 | 433 | $6,769,728 | $2,136,147 | $4,933iApproximate average salary by contribution assumption: employee only about $123,334 at 4% or $82,223 at 6%; with 50% employer match about $82,223 at 4% or $54,815 at 6%; with 100% employer match about $61,667 at 4% or $41,111 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 433 | $6,769,728 | $2,136,147 | $4,933iApproximate average salary by contribution assumption: employee only about $123,334 at 4% or $82,223 at 6%; with 50% employer match about $82,223 at 4% or $54,815 at 6%; with 100% employer match about $61,667 at 4% or $41,111 at 6%. |
| Success Mortgage Partners Inc Health and Welfare Plan | - | 210 | - | - | - |
| 2021 | 2 | 758 | $7,813,609 | $2,411,853 | $3,182iApproximate average salary by contribution assumption: employee only about $79,547 at 4% or $53,031 at 6%; with 50% employer match about $53,031 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,516 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 758 | $7,813,609 | $2,411,853 | $3,182iApproximate average salary by contribution assumption: employee only about $79,547 at 4% or $53,031 at 6%; with 50% employer match about $53,031 at 4% or $35,354 at 6%; with 100% employer match about $39,773 at 4% or $26,516 at 6%. |
| Success Mortgage Partners Inc Health and Welfare Plan | - | 278 | - | - | - |
| 2020 | 2 | 767 | $5,327,265 | $1,692,916 | $2,207iApproximate average salary by contribution assumption: employee only about $55,180 at 4% or $36,787 at 6%; with 50% employer match about $36,787 at 4% or $24,524 at 6%; with 100% employer match about $27,590 at 4% or $18,393 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 767 | $5,327,265 | $1,692,916 | $2,207iApproximate average salary by contribution assumption: employee only about $55,180 at 4% or $36,787 at 6%; with 50% employer match about $36,787 at 4% or $24,524 at 6%; with 100% employer match about $27,590 at 4% or $18,393 at 6%. |
| Success Mortgage Partners Inc Health and Welfare Plan | - | 251 | - | - | - |
| 2019 | 2 | 397 | $3,317,548 | $815,745 | $2,055iApproximate average salary by contribution assumption: employee only about $51,369 at 4% or $34,246 at 6%; with 50% employer match about $34,246 at 4% or $22,831 at 6%; with 100% employer match about $25,685 at 4% or $17,123 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 397 | $3,317,548 | $815,745 | $2,055iApproximate average salary by contribution assumption: employee only about $51,369 at 4% or $34,246 at 6%; with 50% employer match about $34,246 at 4% or $22,831 at 6%; with 100% employer match about $25,685 at 4% or $17,123 at 6%. |
| Success Mortgage Partners Inc Health and Welfare Plan | - | 252 | - | - | - |
| 2018 | 1 | 315 | $2,438,290 | $880,770 | $2,796iApproximate average salary by contribution assumption: employee only about $69,902 at 4% or $46,602 at 6%; with 50% employer match about $46,602 at 4% or $31,068 at 6%; with 100% employer match about $34,951 at 4% or $23,301 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 315 | $2,438,290 | $880,770 | $2,796iApproximate average salary by contribution assumption: employee only about $69,902 at 4% or $46,602 at 6%; with 50% employer match about $46,602 at 4% or $31,068 at 6%; with 100% employer match about $34,951 at 4% or $23,301 at 6%. |
| 2017 | 1 | 401 | $2,083,158 | $851,658 | $2,124iApproximate average salary by contribution assumption: employee only about $53,096 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,699 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 401 | $2,083,158 | $851,658 | $2,124iApproximate average salary by contribution assumption: employee only about $53,096 at 4% or $35,397 at 6%; with 50% employer match about $35,397 at 4% or $23,598 at 6%; with 100% employer match about $26,548 at 4% or $17,699 at 6%. |
| 2011 | 1 | 4 | $62,863 | $32,168 | $8,042iApproximate average salary by contribution assumption: employee only about $201,050 at 4% or $134,033 at 6%; with 50% employer match about $134,033 at 4% or $89,356 at 6%; with 100% employer match about $100,525 at 4% or $67,017 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 4 | $62,863 | $32,168 | $8,042iApproximate average salary by contribution assumption: employee only about $201,050 at 4% or $134,033 at 6%; with 50% employer match about $134,033 at 4% or $89,356 at 6%; with 100% employer match about $100,525 at 4% or $67,017 at 6%. |
| 2010 | 1 | 4 | $35,375 | $20,314 | $5,079iApproximate average salary by contribution assumption: employee only about $126,963 at 4% or $84,642 at 6%; with 50% employer match about $84,642 at 4% or $56,428 at 6%; with 100% employer match about $63,481 at 4% or $42,321 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 4 | $35,375 | $20,314 | $5,079iApproximate average salary by contribution assumption: employee only about $126,963 at 4% or $84,642 at 6%; with 50% employer match about $84,642 at 4% or $56,428 at 6%; with 100% employer match about $63,481 at 4% or $42,321 at 6%. |
| 2009 | 1 | 4 | $66,307 | $53,062 | $13,266iApproximate average salary by contribution assumption: employee only about $331,638 at 4% or $221,092 at 6%; with 50% employer match about $221,092 at 4% or $147,394 at 6%; with 100% employer match about $165,819 at 4% or $110,546 at 6%. |
| Success Mortgage Partners 401(K) Plan | - | 4 | $66,307 | $53,062 | $13,266iApproximate average salary by contribution assumption: employee only about $331,638 at 4% or $221,092 at 6%; with 50% employer match about $221,092 at 4% or $147,394 at 6%; with 100% employer match about $165,819 at 4% or $110,546 at 6%. |
| 2007 | 1 | 0 | $0 | $0 | - |
| Success Mortgage Partners 401(K) Plan | - | 0 | - | - | - |