Civic Intelligence

Mortgage Equity Partners LLC

Plan context: Mortgage Equity Partners Retirement Plan

EIN 04-3545544 • Lynnfield, MA • 20 filings • 2 plans

220 Broadway, Suite 205Lynnfield, MA 01940-0000
Current Snapshot

Latest Year

2024

2024 Participants

162

2024 Assets

$10,445,110

2024 Contributions

$1,208,067

Historical Graphs

Total Assets Over Time

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

$10,445,110$5,222,555$0200920172024YearValue
$10,445,110Latest year 2024

Participants Over Time

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

169850200920172024YearValue
162Latest year 2024

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
20242162$10,445,110$1,208,067$7,457iApproximate average salary by contribution assumption: employee only about $186,430 at 4% or $124,287 at 6%; with 50% employer match about $124,287 at 4% or $82,858 at 6%; with 100% employer match about $93,215 at 4% or $62,143 at 6%.
Mortgage Equity Partners Retirement Plan-162$10,445,110$1,208,067$7,457iApproximate average salary by contribution assumption: employee only about $186,430 at 4% or $124,287 at 6%; with 50% employer match about $124,287 at 4% or $82,858 at 6%; with 100% employer match about $93,215 at 4% or $62,143 at 6%.
Mortgage Equity Partners LLC Health & Welfare Benefits Plan-136---
20232169$8,516,610$1,991,874$11,786iApproximate average salary by contribution assumption: employee only about $294,656 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,219 at 6%.
Mortgage Equity Partners Retirement Plan-169$8,516,610$1,991,874$11,786iApproximate average salary by contribution assumption: employee only about $294,656 at 4% or $196,437 at 6%; with 50% employer match about $196,437 at 4% or $130,958 at 6%; with 100% employer match about $147,328 at 4% or $98,219 at 6%.
Mortgage Equity Partners LLC Health & Welfare Benefits Plan-169---
20222124$5,682,295$1,421,137$11,461iApproximate average salary by contribution assumption: employee only about $286,520 at 4% or $191,013 at 6%; with 50% employer match about $191,013 at 4% or $127,342 at 6%; with 100% employer match about $143,260 at 4% or $95,507 at 6%.
Mortgage Equity Partners Retirement Plan-124$5,682,295$1,421,137$11,461iApproximate average salary by contribution assumption: employee only about $286,520 at 4% or $191,013 at 6%; with 50% employer match about $191,013 at 4% or $127,342 at 6%; with 100% employer match about $143,260 at 4% or $95,507 at 6%.
Mortgage Equity Partners LLC Health & Welfare Benefits Plan-115---
20212126$6,087,900$1,520,748$12,069iApproximate average salary by contribution assumption: employee only about $301,736 at 4% or $201,157 at 6%; with 50% employer match about $201,157 at 4% or $134,105 at 6%; with 100% employer match about $150,868 at 4% or $100,579 at 6%.
Mortgage Equity Partners Retirement Plan-126$6,087,900$1,520,748$12,069iApproximate average salary by contribution assumption: employee only about $301,736 at 4% or $201,157 at 6%; with 50% employer match about $201,157 at 4% or $134,105 at 6%; with 100% employer match about $150,868 at 4% or $100,579 at 6%.
Mortgage Equity Partners LLC Health & Welfare Benefits Plan-115---
20201147$4,343,215$1,128,006$7,674iApproximate average salary by contribution assumption: employee only about $191,838 at 4% or $127,892 at 6%; with 50% employer match about $127,892 at 4% or $85,261 at 6%; with 100% employer match about $95,919 at 4% or $63,946 at 6%.
Mortgage Equity Partners Retirement Plan-147$4,343,215$1,128,006$7,674iApproximate average salary by contribution assumption: employee only about $191,838 at 4% or $127,892 at 6%; with 50% employer match about $127,892 at 4% or $85,261 at 6%; with 100% employer match about $95,919 at 4% or $63,946 at 6%.
2019166$2,972,392$388,578$5,888iApproximate average salary by contribution assumption: employee only about $147,189 at 4% or $98,126 at 6%; with 50% employer match about $98,126 at 4% or $65,417 at 6%; with 100% employer match about $73,594 at 4% or $49,063 at 6%.
Mortgage Equity Partners Retirement Plan-66$2,972,392$388,578$5,888iApproximate average salary by contribution assumption: employee only about $147,189 at 4% or $98,126 at 6%; with 50% employer match about $98,126 at 4% or $65,417 at 6%; with 100% employer match about $73,594 at 4% or $49,063 at 6%.
2018166$2,164,669$345,311$5,232iApproximate average salary by contribution assumption: employee only about $130,800 at 4% or $87,200 at 6%; with 50% employer match about $87,200 at 4% or $58,133 at 6%; with 100% employer match about $65,400 at 4% or $43,600 at 6%.
Mortgage Equity Partners Retirement Plan-66$2,164,669$345,311$5,232iApproximate average salary by contribution assumption: employee only about $130,800 at 4% or $87,200 at 6%; with 50% employer match about $87,200 at 4% or $58,133 at 6%; with 100% employer match about $65,400 at 4% or $43,600 at 6%.
2017157$1,988,717$353,831$6,208iApproximate average salary by contribution assumption: employee only about $155,189 at 4% or $103,459 at 6%; with 50% employer match about $103,459 at 4% or $68,973 at 6%; with 100% employer match about $77,595 at 4% or $51,730 at 6%.
Mortgage Equity Partners Retirement Plan-57$1,988,717$353,831$6,208iApproximate average salary by contribution assumption: employee only about $155,189 at 4% or $103,459 at 6%; with 50% employer match about $103,459 at 4% or $68,973 at 6%; with 100% employer match about $77,595 at 4% or $51,730 at 6%.
2016139$1,387,705$354,991$9,102iApproximate average salary by contribution assumption: employee only about $227,558 at 4% or $151,706 at 6%; with 50% employer match about $151,706 at 4% or $101,137 at 6%; with 100% employer match about $113,779 at 4% or $75,853 at 6%.
Mortgage Equity Partners Retirement Plan-39$1,387,705$354,991$9,102iApproximate average salary by contribution assumption: employee only about $227,558 at 4% or $151,706 at 6%; with 50% employer match about $151,706 at 4% or $101,137 at 6%; with 100% employer match about $113,779 at 4% or $75,853 at 6%.
2015136$954,852$269,472$7,485iApproximate average salary by contribution assumption: employee only about $187,133 at 4% or $124,756 at 6%; with 50% employer match about $124,756 at 4% or $83,170 at 6%; with 100% employer match about $93,567 at 4% or $62,378 at 6%.
Mortgage Equity Partners Retirement Plan-36$954,852$269,472$7,485iApproximate average salary by contribution assumption: employee only about $187,133 at 4% or $124,756 at 6%; with 50% employer match about $124,756 at 4% or $83,170 at 6%; with 100% employer match about $93,567 at 4% or $62,378 at 6%.
2014128$700,876$193,928$6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,433 at 6%; with 50% employer match about $115,433 at 4% or $76,956 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%.
Mortgage Equity Partners Retirement Plan-28$700,876$193,928$6,926iApproximate average salary by contribution assumption: employee only about $173,150 at 4% or $115,433 at 6%; with 50% employer match about $115,433 at 4% or $76,956 at 6%; with 100% employer match about $86,575 at 4% or $57,717 at 6%.
2013121$471,536$221,626$10,554iApproximate average salary by contribution assumption: employee only about $263,840 at 4% or $175,894 at 6%; with 50% employer match about $175,894 at 4% or $117,262 at 6%; with 100% employer match about $131,920 at 4% or $87,947 at 6%.
Mortgage Equity Partners Retirement Plan-21$471,536$221,626$10,554iApproximate average salary by contribution assumption: employee only about $263,840 at 4% or $175,894 at 6%; with 50% employer match about $175,894 at 4% or $117,262 at 6%; with 100% employer match about $131,920 at 4% or $87,947 at 6%.
2012113$251,102$75,582$5,814iApproximate average salary by contribution assumption: employee only about $145,350 at 4% or $96,900 at 6%; with 50% employer match about $96,900 at 4% or $64,600 at 6%; with 100% employer match about $72,675 at 4% or $48,450 at 6%.
Mortgage Equity Partners Retirement Plan-13$251,102$75,582$5,814iApproximate average salary by contribution assumption: employee only about $145,350 at 4% or $96,900 at 6%; with 50% employer match about $96,900 at 4% or $64,600 at 6%; with 100% employer match about $72,675 at 4% or $48,450 at 6%.
2011111$184,455$54,263$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,217 at 6%; with 50% employer match about $82,217 at 4% or $54,811 at 6%; with 100% employer match about $61,663 at 4% or $41,108 at 6%.
Mortgage Equity Partners Retirement Plan-11$184,455$54,263$4,933iApproximate average salary by contribution assumption: employee only about $123,325 at 4% or $82,217 at 6%; with 50% employer match about $82,217 at 4% or $54,811 at 6%; with 100% employer match about $61,663 at 4% or $41,108 at 6%.
2010110$134,126$67,413$6,741iApproximate average salary by contribution assumption: employee only about $168,533 at 4% or $112,355 at 6%; with 50% employer match about $112,355 at 4% or $74,903 at 6%; with 100% employer match about $84,266 at 4% or $56,178 at 6%.
Mortgage Equity Partners Retirement Plan-10$134,126$67,413$6,741iApproximate average salary by contribution assumption: employee only about $168,533 at 4% or $112,355 at 6%; with 50% employer match about $112,355 at 4% or $74,903 at 6%; with 100% employer match about $84,266 at 4% or $56,178 at 6%.
2009110$57,188$53,269$5,327iApproximate average salary by contribution assumption: employee only about $133,173 at 4% or $88,782 at 6%; with 50% employer match about $88,782 at 4% or $59,188 at 6%; with 100% employer match about $66,586 at 4% or $44,391 at 6%.
Mortgage Equity Partners Retirement Plan-10$57,188$53,269$5,327iApproximate average salary by contribution assumption: employee only about $133,173 at 4% or $88,782 at 6%; with 50% employer match about $88,782 at 4% or $59,188 at 6%; with 100% employer match about $66,586 at 4% or $44,391 at 6%.