Civic Intelligence

Mortgage Financial Services Inc.

Plan context: Mortgage Financial Services Inc. 401K Profit Sharing Plan

EIN 04-2964818 • Alamo, CA • 19 filings • 3 plans

3240 Stone Valley Road WAlamo, CA 94507
Current Snapshot

Latest Year

2017

2017 Participants

49

2017 Assets

$5,124,785

2017 Contributions

$317,397

Historical Graphs

Total Assets Over Time

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

$5,124,785$2,562,393$0199920092017YearValue
$5,124,785Latest year 2017

Participants Over Time

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

107540199920082017YearValue
49Latest year 2017

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
2017149$5,124,785$317,397$6,477iApproximate average salary by contribution assumption: employee only about $161,937 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-49$5,124,785$317,397$6,477iApproximate average salary by contribution assumption: employee only about $161,937 at 4% or $107,958 at 6%; with 50% employer match about $107,958 at 4% or $71,972 at 6%; with 100% employer match about $80,969 at 4% or $53,979 at 6%.
2016153$4,828,105$349,239$6,589iApproximate average salary by contribution assumption: employee only about $164,735 at 4% or $109,824 at 6%; with 50% employer match about $109,824 at 4% or $73,216 at 6%; with 100% employer match about $82,368 at 4% or $54,912 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-53$4,828,105$349,239$6,589iApproximate average salary by contribution assumption: employee only about $164,735 at 4% or $109,824 at 6%; with 50% employer match about $109,824 at 4% or $73,216 at 6%; with 100% employer match about $82,368 at 4% or $54,912 at 6%.
2015198$4,410,755$300,478$3,066iApproximate average salary by contribution assumption: employee only about $76,653 at 4% or $51,102 at 6%; with 50% employer match about $51,102 at 4% or $34,068 at 6%; with 100% employer match about $38,326 at 4% or $25,551 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-98$4,410,755$300,478$3,066iApproximate average salary by contribution assumption: employee only about $76,653 at 4% or $51,102 at 6%; with 50% employer match about $51,102 at 4% or $34,068 at 6%; with 100% employer match about $38,326 at 4% or $25,551 at 6%.
2014187$4,693,611$224,455$2,580iApproximate average salary by contribution assumption: employee only about $64,499 at 4% or $42,999 at 6%; with 50% employer match about $42,999 at 4% or $28,666 at 6%; with 100% employer match about $32,249 at 4% or $21,500 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-87$4,693,611$224,455$2,580iApproximate average salary by contribution assumption: employee only about $64,499 at 4% or $42,999 at 6%; with 50% employer match about $42,999 at 4% or $28,666 at 6%; with 100% employer match about $32,249 at 4% or $21,500 at 6%.
2013179$4,478,133$328,630$4,160iApproximate average salary by contribution assumption: employee only about $103,997 at 4% or $69,331 at 6%; with 50% employer match about $69,331 at 4% or $46,221 at 6%; with 100% employer match about $51,998 at 4% or $34,666 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-79$4,478,133$328,630$4,160iApproximate average salary by contribution assumption: employee only about $103,997 at 4% or $69,331 at 6%; with 50% employer match about $69,331 at 4% or $46,221 at 6%; with 100% employer match about $51,998 at 4% or $34,666 at 6%.
2012185$3,620,226$292,860$3,445iApproximate average salary by contribution assumption: employee only about $86,135 at 4% or $57,424 at 6%; with 50% employer match about $57,424 at 4% or $38,282 at 6%; with 100% employer match about $43,068 at 4% or $28,712 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-85$3,620,226$292,860$3,445iApproximate average salary by contribution assumption: employee only about $86,135 at 4% or $57,424 at 6%; with 50% employer match about $57,424 at 4% or $38,282 at 6%; with 100% employer match about $43,068 at 4% or $28,712 at 6%.
2011180$3,446,196$260,307$3,254iApproximate average salary by contribution assumption: employee only about $81,346 at 4% or $54,231 at 6%; with 50% employer match about $54,231 at 4% or $36,154 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-80$3,446,196$260,307$3,254iApproximate average salary by contribution assumption: employee only about $81,346 at 4% or $54,231 at 6%; with 50% employer match about $54,231 at 4% or $36,154 at 6%; with 100% employer match about $40,673 at 4% or $27,115 at 6%.
2010150$3,646,655$222,765$4,455iApproximate average salary by contribution assumption: employee only about $111,383 at 4% or $74,255 at 6%; with 50% employer match about $74,255 at 4% or $49,503 at 6%; with 100% employer match about $55,691 at 4% or $37,128 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-50$3,646,655$222,765$4,455iApproximate average salary by contribution assumption: employee only about $111,383 at 4% or $74,255 at 6%; with 50% employer match about $74,255 at 4% or $49,503 at 6%; with 100% employer match about $55,691 at 4% or $37,128 at 6%.
2009173$3,080,492$194,130$2,659iApproximate average salary by contribution assumption: employee only about $66,483 at 4% or $44,322 at 6%; with 50% employer match about $44,322 at 4% or $29,548 at 6%; with 100% employer match about $33,241 at 4% or $22,161 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-73$3,080,492$194,130$2,659iApproximate average salary by contribution assumption: employee only about $66,483 at 4% or $44,322 at 6%; with 50% employer match about $44,322 at 4% or $29,548 at 6%; with 100% employer match about $33,241 at 4% or $22,161 at 6%.
2008162$2,754,807$256,335$4,134iApproximate average salary by contribution assumption: employee only about $103,361 at 4% or $68,907 at 6%; with 50% employer match about $68,907 at 4% or $45,938 at 6%; with 100% employer match about $51,680 at 4% or $34,454 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-62$2,754,807$256,335$4,134iApproximate average salary by contribution assumption: employee only about $103,361 at 4% or $68,907 at 6%; with 50% employer match about $68,907 at 4% or $45,938 at 6%; with 100% employer match about $51,680 at 4% or $34,454 at 6%.
2007176$4,137,509$286,166$3,765iApproximate average salary by contribution assumption: employee only about $94,134 at 4% or $62,756 at 6%; with 50% employer match about $62,756 at 4% or $41,837 at 6%; with 100% employer match about $47,067 at 4% or $31,378 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-76$4,137,509$286,166$3,765iApproximate average salary by contribution assumption: employee only about $94,134 at 4% or $62,756 at 6%; with 50% employer match about $62,756 at 4% or $41,837 at 6%; with 100% employer match about $47,067 at 4% or $31,378 at 6%.
2006194$3,740,054$397,369$4,227iApproximate average salary by contribution assumption: employee only about $105,683 at 4% or $70,455 at 6%; with 50% employer match about $70,455 at 4% or $46,970 at 6%; with 100% employer match about $52,842 at 4% or $35,228 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-94$3,740,054$397,369$4,227iApproximate average salary by contribution assumption: employee only about $105,683 at 4% or $70,455 at 6%; with 50% employer match about $70,455 at 4% or $46,970 at 6%; with 100% employer match about $52,842 at 4% or $35,228 at 6%.
20051107$3,309,421$402,448$3,761iApproximate average salary by contribution assumption: employee only about $94,030 at 4% or $62,687 at 6%; with 50% employer match about $62,687 at 4% or $41,791 at 6%; with 100% employer match about $47,015 at 4% or $31,343 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-107$3,309,421$402,448$3,761iApproximate average salary by contribution assumption: employee only about $94,030 at 4% or $62,687 at 6%; with 50% employer match about $62,687 at 4% or $41,791 at 6%; with 100% employer match about $47,015 at 4% or $31,343 at 6%.
2004196$3,089,455$694,932$7,239iApproximate average salary by contribution assumption: employee only about $180,972 at 4% or $120,648 at 6%; with 50% employer match about $120,648 at 4% or $80,432 at 6%; with 100% employer match about $90,486 at 4% or $60,324 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-96$3,089,455$694,932$7,239iApproximate average salary by contribution assumption: employee only about $180,972 at 4% or $120,648 at 6%; with 50% employer match about $120,648 at 4% or $80,432 at 6%; with 100% employer match about $90,486 at 4% or $60,324 at 6%.
2003180$2,146,184$626,036$7,825iApproximate average salary by contribution assumption: employee only about $195,636 at 4% or $130,424 at 6%; with 50% employer match about $130,424 at 4% or $86,949 at 6%; with 100% employer match about $97,818 at 4% or $65,212 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-80$2,146,184$626,036$7,825iApproximate average salary by contribution assumption: employee only about $195,636 at 4% or $130,424 at 6%; with 50% employer match about $130,424 at 4% or $86,949 at 6%; with 100% employer match about $97,818 at 4% or $65,212 at 6%.
2002165$0$0-
Mortgage Financial Services Inc. 401K Profit Sharing Plan-65---
2001132$0$0-
Mortgage Financial Services Inc. 401K Profit Sharing Plan-32---
2000129$1,025,935$157,197$5,421iApproximate average salary by contribution assumption: employee only about $135,515 at 4% or $90,343 at 6%; with 50% employer match about $90,343 at 4% or $60,229 at 6%; with 100% employer match about $67,757 at 4% or $45,172 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-29$1,025,935$157,197$5,421iApproximate average salary by contribution assumption: employee only about $135,515 at 4% or $90,343 at 6%; with 50% employer match about $90,343 at 4% or $60,229 at 6%; with 100% employer match about $67,757 at 4% or $45,172 at 6%.
1999127$1,048,556$151,037$5,594iApproximate average salary by contribution assumption: employee only about $139,849 at 4% or $93,233 at 6%; with 50% employer match about $93,233 at 4% or $62,155 at 6%; with 100% employer match about $69,925 at 4% or $46,616 at 6%.
Mortgage Financial Services Inc. 401K Profit Sharing Plan-27$1,048,556$151,037$5,594iApproximate average salary by contribution assumption: employee only about $139,849 at 4% or $93,233 at 6%; with 50% employer match about $93,233 at 4% or $62,155 at 6%; with 100% employer match about $69,925 at 4% or $46,616 at 6%.