Civic Intelligence

First American Mortgage Trust

Plan context: First American Mortgage Trust 401(K) Profit Sharing Plan & Trust

EIN 04-6597930 • Brighton, MA • 14 filings • 2 plans

70 Leo M Birmingham PkwyBrighton, MA 02135
Current Snapshot

Latest Year

2020

2020 Participants

6

2020 Assets

$342,336

2020 Contributions

$1,358

Historical Graphs

Total Assets Over Time

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

$1,821,710$910,855$0200320132019YearValue
$342,336Latest year 2019

Participants Over Time

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

48240200320132019YearValue
6Latest year 2019

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
202010$0$0-
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-0---
201916$342,336$0-
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-6$342,336--
201816$347,459$0-
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-6$347,459--
201716$554,195$1,358$226iApproximate average salary by contribution assumption: employee only about $5,658 at 4% or $3,772 at 6%; with 50% employer match about $3,772 at 4% or $2,515 at 6%; with 100% employer match about $2,829 at 4% or $1,886 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-6$554,195$1,358$226iApproximate average salary by contribution assumption: employee only about $5,658 at 4% or $3,772 at 6%; with 50% employer match about $3,772 at 4% or $2,515 at 6%; with 100% employer match about $2,829 at 4% or $1,886 at 6%.
201613$584,736$29,159$9,720iApproximate average salary by contribution assumption: employee only about $242,992 at 4% or $161,994 at 6%; with 50% employer match about $161,994 at 4% or $107,996 at 6%; with 100% employer match about $121,496 at 4% or $80,997 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-3$584,736$29,159$9,720iApproximate average salary by contribution assumption: employee only about $242,992 at 4% or $161,994 at 6%; with 50% employer match about $161,994 at 4% or $107,996 at 6%; with 100% employer match about $121,496 at 4% or $80,997 at 6%.
2015123$1,041,884$91,073$3,960iApproximate average salary by contribution assumption: employee only about $98,992 at 4% or $65,995 at 6%; with 50% employer match about $65,995 at 4% or $43,997 at 6%; with 100% employer match about $49,496 at 4% or $32,997 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-23$1,041,884$91,073$3,960iApproximate average salary by contribution assumption: employee only about $98,992 at 4% or $65,995 at 6%; with 50% employer match about $65,995 at 4% or $43,997 at 6%; with 100% employer match about $49,496 at 4% or $32,997 at 6%.
2014127$1,123,941$212,267$7,862iApproximate average salary by contribution assumption: employee only about $196,544 at 4% or $131,029 at 6%; with 50% employer match about $131,029 at 4% or $87,353 at 6%; with 100% employer match about $98,272 at 4% or $65,515 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-27$1,123,941$212,267$7,862iApproximate average salary by contribution assumption: employee only about $196,544 at 4% or $131,029 at 6%; with 50% employer match about $131,029 at 4% or $87,353 at 6%; with 100% employer match about $98,272 at 4% or $65,515 at 6%.
2013148$1,821,710$349,139$7,274iApproximate average salary by contribution assumption: employee only about $181,843 at 4% or $121,229 at 6%; with 50% employer match about $121,229 at 4% or $80,819 at 6%; with 100% employer match about $90,922 at 4% or $60,614 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-48$1,821,710$349,139$7,274iApproximate average salary by contribution assumption: employee only about $181,843 at 4% or $121,229 at 6%; with 50% employer match about $121,229 at 4% or $80,819 at 6%; with 100% employer match about $90,922 at 4% or $60,614 at 6%.
2012147$1,208,344$269,976$5,744iApproximate average salary by contribution assumption: employee only about $143,604 at 4% or $95,736 at 6%; with 50% employer match about $95,736 at 4% or $63,824 at 6%; with 100% employer match about $71,802 at 4% or $47,868 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-47$1,208,344$269,976$5,744iApproximate average salary by contribution assumption: employee only about $143,604 at 4% or $95,736 at 6%; with 50% employer match about $95,736 at 4% or $63,824 at 6%; with 100% employer match about $71,802 at 4% or $47,868 at 6%.
2007132$402,133$84,671$2,646iApproximate average salary by contribution assumption: employee only about $66,149 at 4% or $44,099 at 6%; with 50% employer match about $44,099 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-32$402,133$84,671$2,646iApproximate average salary by contribution assumption: employee only about $66,149 at 4% or $44,099 at 6%; with 50% employer match about $44,099 at 4% or $29,400 at 6%; with 100% employer match about $33,075 at 4% or $22,050 at 6%.
2006123$291,620$130,306$5,665iApproximate average salary by contribution assumption: employee only about $141,637 at 4% or $94,425 at 6%; with 50% employer match about $94,425 at 4% or $62,950 at 6%; with 100% employer match about $70,818 at 4% or $47,212 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-23$291,620$130,306$5,665iApproximate average salary by contribution assumption: employee only about $141,637 at 4% or $94,425 at 6%; with 50% employer match about $94,425 at 4% or $62,950 at 6%; with 100% employer match about $70,818 at 4% or $47,212 at 6%.
2005127$205,430$88,972$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,921 at 6%; with 50% employer match about $54,921 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,460 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-27$205,430$88,972$3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,921 at 6%; with 50% employer match about $54,921 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,460 at 6%.
2004132$114,289$81,246$2,539iApproximate average salary by contribution assumption: employee only about $63,473 at 4% or $42,316 at 6%; with 50% employer match about $42,316 at 4% or $28,210 at 6%; with 100% employer match about $31,737 at 4% or $21,158 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-32$114,289$81,246$2,539iApproximate average salary by contribution assumption: employee only about $63,473 at 4% or $42,316 at 6%; with 50% employer match about $42,316 at 4% or $28,210 at 6%; with 100% employer match about $31,737 at 4% or $21,158 at 6%.
2003130$28,966$28,261$942iApproximate average salary by contribution assumption: employee only about $23,551 at 4% or $15,701 at 6%; with 50% employer match about $15,701 at 4% or $10,467 at 6%; with 100% employer match about $11,775 at 4% or $7,850 at 6%.
First American Mortgage Trust 401(K) Profit Sharing Plan & Trust-30$28,966$28,261$942iApproximate average salary by contribution assumption: employee only about $23,551 at 4% or $15,701 at 6%; with 50% employer match about $15,701 at 4% or $10,467 at 6%; with 100% employer match about $11,775 at 4% or $7,850 at 6%.