Civic Intelligence

360 Mortgage Group LLC

Plan context: 360 Mortgage Group 401(K) Profit Sharing Plan and Trust

EIN 13-4362989 • Austin, TX • 19 filings • 6 plans

11305 Four Points DriveBuilding 1, Suite 200Austin, TX 78726
Current Snapshot

Latest Year

2019

2019 Participants

29

2019 Assets

$5,567,442

2019 Contributions

$458,318

Historical Graphs

Total Assets Over Time

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

$5,856,778$2,928,389$0201020142018YearValue
$5,567,442Latest year 2018

Participants Over Time

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

133670201020142018YearValue
29Latest year 2018

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
201910$0$458,318-
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-0-$458,318-
2018129$5,567,442$888,937$30,653iApproximate average salary by contribution assumption: employee only about $766,325 at 4% or $510,883 at 6%; with 50% employer match about $510,883 at 4% or $340,589 at 6%; with 100% employer match about $383,163 at 4% or $255,442 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-29$5,567,442$888,937$30,653iApproximate average salary by contribution assumption: employee only about $766,325 at 4% or $510,883 at 6%; with 50% employer match about $510,883 at 4% or $340,589 at 6%; with 100% employer match about $383,163 at 4% or $255,442 at 6%.
20173111$5,856,778$1,126,171$10,146iApproximate average salary by contribution assumption: employee only about $253,642 at 4% or $169,095 at 6%; with 50% employer match about $169,095 at 4% or $112,730 at 6%; with 100% employer match about $126,821 at 4% or $84,547 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-111$5,856,778$1,118,398$10,076iApproximate average salary by contribution assumption: employee only about $251,891 at 4% or $167,928 at 6%; with 50% employer match about $167,928 at 4% or $111,952 at 6%; with 100% employer match about $125,946 at 4% or $83,964 at 6%.
360 MORTGAGE GROUP CASH BALANCE PLAN-0$0$7,773-
360 Mortgage Group LLC Health and Welfare Plan-38---
20163126$5,316,273$1,286,005$10,206iApproximate average salary by contribution assumption: employee only about $255,160 at 4% or $170,106 at 6%; with 50% employer match about $170,106 at 4% or $113,404 at 6%; with 100% employer match about $127,580 at 4% or $85,053 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-91$4,357,301$973,035$10,693iApproximate average salary by contribution assumption: employee only about $267,317 at 4% or $178,212 at 6%; with 50% employer match about $178,212 at 4% or $118,808 at 6%; with 100% employer match about $133,659 at 4% or $89,106 at 6%.
360 MORTGAGE GROUP CASH BALANCE PLAN-110$958,972$312,970$2,845iApproximate average salary by contribution assumption: employee only about $71,130 at 4% or $47,420 at 6%; with 50% employer match about $47,420 at 4% or $31,613 at 6%; with 100% employer match about $35,565 at 4% or $23,710 at 6%.
360 Mortgage Group LLC Health and Welfare Plan-126---
20153133$3,964,867$1,150,544$8,651iApproximate average salary by contribution assumption: employee only about $216,268 at 4% or $144,178 at 6%; with 50% employer match about $144,178 at 4% or $96,119 at 6%; with 100% employer match about $108,134 at 4% or $72,089 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-124$3,321,796$930,704$7,506iApproximate average salary by contribution assumption: employee only about $187,642 at 4% or $125,095 at 6%; with 50% employer match about $125,095 at 4% or $83,396 at 6%; with 100% employer match about $93,821 at 4% or $62,547 at 6%.
360 MORTGAGE GROUP CASH BALANCE PLAN-120$643,071$219,840$1,832iApproximate average salary by contribution assumption: employee only about $45,800 at 4% or $30,533 at 6%; with 50% employer match about $30,533 at 4% or $20,356 at 6%; with 100% employer match about $22,900 at 4% or $15,267 at 6%.
360 Mortgage Group LLC Health and Welfare Plan-133---
20143133$2,986,185$915,043$6,880iApproximate average salary by contribution assumption: employee only about $172,001 at 4% or $114,667 at 6%; with 50% employer match about $114,667 at 4% or $76,445 at 6%; with 100% employer match about $86,000 at 4% or $57,334 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-105$2,544,799$733,093$6,982iApproximate average salary by contribution assumption: employee only about $174,546 at 4% or $116,364 at 6%; with 50% employer match about $116,364 at 4% or $77,576 at 6%; with 100% employer match about $87,273 at 4% or $58,182 at 6%.
360 MORTGAGE GROUP CASH BALANCE PLAN-100$441,386$181,950$1,820iApproximate average salary by contribution assumption: employee only about $45,488 at 4% or $30,325 at 6%; with 50% employer match about $30,325 at 4% or $20,217 at 6%; with 100% employer match about $22,744 at 4% or $15,163 at 6%.
360 Mortgage Group LLC Health and Welfare Plan-133---
20132109$2,004,594$789,919$7,247iApproximate average salary by contribution assumption: employee only about $181,174 at 4% or $120,783 at 6%; with 50% employer match about $120,783 at 4% or $80,522 at 6%; with 100% employer match about $90,587 at 4% or $60,391 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-109$1,755,411$547,772$5,025iApproximate average salary by contribution assumption: employee only about $125,636 at 4% or $83,757 at 6%; with 50% employer match about $83,757 at 4% or $55,838 at 6%; with 100% employer match about $62,818 at 4% or $41,879 at 6%.
360 MORTGAGE GROUP CASH BALANCE PLAN-55$249,183$242,147$4,403iApproximate average salary by contribution assumption: employee only about $110,067 at 4% or $73,378 at 6%; with 50% employer match about $73,378 at 4% or $48,919 at 6%; with 100% employer match about $55,033 at 4% or $36,689 at 6%.
2012198$1,113,899$635,670$6,486iApproximate average salary by contribution assumption: employee only about $162,161 at 4% or $108,107 at 6%; with 50% employer match about $108,107 at 4% or $72,071 at 6%; with 100% employer match about $81,080 at 4% or $54,054 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-98$1,113,899$635,670$6,486iApproximate average salary by contribution assumption: employee only about $162,161 at 4% or $108,107 at 6%; with 50% employer match about $108,107 at 4% or $72,071 at 6%; with 100% employer match about $81,080 at 4% or $54,054 at 6%.
2011188$545,899$288,333$3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,609 at 6%; with 50% employer match about $54,609 at 4% or $36,406 at 6%; with 100% employer match about $40,956 at 4% or $27,304 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-88$545,899$288,333$3,277iApproximate average salary by contribution assumption: employee only about $81,913 at 4% or $54,609 at 6%; with 50% employer match about $54,609 at 4% or $36,406 at 6%; with 100% employer match about $40,956 at 4% or $27,304 at 6%.
2010151$433,892$407,000$7,980iApproximate average salary by contribution assumption: employee only about $199,510 at 4% or $133,007 at 6%; with 50% employer match about $133,007 at 4% or $88,671 at 6%; with 100% employer match about $99,755 at 4% or $66,503 at 6%.
360 Mortgage Group 401(K) Profit Sharing Plan and Trust-51$433,892$407,000$7,980iApproximate average salary by contribution assumption: employee only about $199,510 at 4% or $133,007 at 6%; with 50% employer match about $133,007 at 4% or $88,671 at 6%; with 100% employer match about $99,755 at 4% or $66,503 at 6%.