Civic Intelligence

The Mortgage Group Ltd

Plan context: The Mortgage Group Ltd 401K Plan

EIN 20-0719501 • Fall River, MA • 16 filings • 3 plans

1107 Pleasant StreetFall River, MA 02723
Current Snapshot

Latest Year

2021

2021 Participants

26

2021 Assets

$2,081,815

2021 Contributions

$190,683

Historical Graphs

Total Assets Over Time

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

$2,081,815$1,040,908$0200420142021YearValue
$2,081,815Latest year 2021

Participants Over Time

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

141710200420142021YearValue
26Latest year 2021

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
2021126$2,081,815$190,683$7,334iApproximate average salary by contribution assumption: employee only about $183,349 at 4% or $122,233 at 6%; with 50% employer match about $122,233 at 4% or $81,488 at 6%; with 100% employer match about $91,675 at 4% or $61,116 at 6%.
The Mortgage Group Ltd 401K Plan-26$2,081,815$190,683$7,334iApproximate average salary by contribution assumption: employee only about $183,349 at 4% or $122,233 at 6%; with 50% employer match about $122,233 at 4% or $81,488 at 6%; with 100% employer match about $91,675 at 4% or $61,116 at 6%.
2020128$1,536,573$197,183$7,042iApproximate average salary by contribution assumption: employee only about $176,056 at 4% or $117,371 at 6%; with 50% employer match about $117,371 at 4% or $78,247 at 6%; with 100% employer match about $88,028 at 4% or $58,685 at 6%.
The Mortgage Group Ltd 401K Plan-28$1,536,573$197,183$7,042iApproximate average salary by contribution assumption: employee only about $176,056 at 4% or $117,371 at 6%; with 50% employer match about $117,371 at 4% or $78,247 at 6%; with 100% employer match about $88,028 at 4% or $58,685 at 6%.
2019124$1,189,635$145,475$6,061iApproximate average salary by contribution assumption: employee only about $151,536 at 4% or $101,024 at 6%; with 50% employer match about $101,024 at 4% or $67,350 at 6%; with 100% employer match about $75,768 at 4% or $50,512 at 6%.
The Mortgage Group Ltd 401K Plan-24$1,189,635$145,475$6,061iApproximate average salary by contribution assumption: employee only about $151,536 at 4% or $101,024 at 6%; with 50% employer match about $101,024 at 4% or $67,350 at 6%; with 100% employer match about $75,768 at 4% or $50,512 at 6%.
2018123$844,793$116,266$5,055iApproximate average salary by contribution assumption: employee only about $126,376 at 4% or $84,251 at 6%; with 50% employer match about $84,251 at 4% or $56,167 at 6%; with 100% employer match about $63,188 at 4% or $42,125 at 6%.
The Mortgage Group Ltd 401K Plan-23$844,793$116,266$5,055iApproximate average salary by contribution assumption: employee only about $126,376 at 4% or $84,251 at 6%; with 50% employer match about $84,251 at 4% or $56,167 at 6%; with 100% employer match about $63,188 at 4% or $42,125 at 6%.
2017123$915,786$121,387$5,278iApproximate average salary by contribution assumption: employee only about $131,942 at 4% or $87,962 at 6%; with 50% employer match about $87,962 at 4% or $58,641 at 6%; with 100% employer match about $65,971 at 4% or $43,981 at 6%.
The Mortgage Group Ltd 401K Plan-23$915,786$121,387$5,278iApproximate average salary by contribution assumption: employee only about $131,942 at 4% or $87,962 at 6%; with 50% employer match about $87,962 at 4% or $58,641 at 6%; with 100% employer match about $65,971 at 4% or $43,981 at 6%.
2016121$668,424$90,457$4,307iApproximate average salary by contribution assumption: employee only about $107,687 at 4% or $71,791 at 6%; with 50% employer match about $71,791 at 4% or $47,861 at 6%; with 100% employer match about $53,843 at 4% or $35,896 at 6%.
The Mortgage Group Ltd 401K Plan-21$668,424$90,457$4,307iApproximate average salary by contribution assumption: employee only about $107,687 at 4% or $71,791 at 6%; with 50% employer match about $71,791 at 4% or $47,861 at 6%; with 100% employer match about $53,843 at 4% or $35,896 at 6%.
2015118$513,367$24,368$1,354iApproximate average salary by contribution assumption: employee only about $33,844 at 4% or $22,563 at 6%; with 50% employer match about $22,563 at 4% or $15,042 at 6%; with 100% employer match about $16,922 at 4% or $11,281 at 6%.
The Mortgage Group Ltd 401K Plan-18$513,367$24,368$1,354iApproximate average salary by contribution assumption: employee only about $33,844 at 4% or $22,563 at 6%; with 50% employer match about $22,563 at 4% or $15,042 at 6%; with 100% employer match about $16,922 at 4% or $11,281 at 6%.
2014117$623,060$31,970$1,881iApproximate average salary by contribution assumption: employee only about $47,015 at 4% or $31,343 at 6%; with 50% employer match about $31,343 at 4% or $20,895 at 6%; with 100% employer match about $23,507 at 4% or $15,672 at 6%.
The Mortgage Group Ltd 401K Plan-17$623,060$31,970$1,881iApproximate average salary by contribution assumption: employee only about $47,015 at 4% or $31,343 at 6%; with 50% employer match about $31,343 at 4% or $20,895 at 6%; with 100% employer match about $23,507 at 4% or $15,672 at 6%.
2013130$713,576$98,661$3,289iApproximate average salary by contribution assumption: employee only about $82,218 at 4% or $54,812 at 6%; with 50% employer match about $54,812 at 4% or $36,541 at 6%; with 100% employer match about $41,109 at 4% or $27,406 at 6%.
The Mortgage Group Ltd 401K Plan-30$713,576$98,661$3,289iApproximate average salary by contribution assumption: employee only about $82,218 at 4% or $54,812 at 6%; with 50% employer match about $54,812 at 4% or $36,541 at 6%; with 100% employer match about $41,109 at 4% or $27,406 at 6%.
2012122$519,408$67,242$3,056iApproximate average salary by contribution assumption: employee only about $76,411 at 4% or $50,941 at 6%; with 50% employer match about $50,941 at 4% or $33,961 at 6%; with 100% employer match about $38,206 at 4% or $25,470 at 6%.
The Mortgage Group Ltd 401K Plan-22$519,408$67,242$3,056iApproximate average salary by contribution assumption: employee only about $76,411 at 4% or $50,941 at 6%; with 50% employer match about $50,941 at 4% or $33,961 at 6%; with 100% employer match about $38,206 at 4% or $25,470 at 6%.
2011121$486,625$57,763$2,751iApproximate average salary by contribution assumption: employee only about $68,765 at 4% or $45,844 at 6%; with 50% employer match about $45,844 at 4% or $30,562 at 6%; with 100% employer match about $34,383 at 4% or $22,922 at 6%.
The Mortgage Group Ltd 401K Plan-21$486,625$57,763$2,751iApproximate average salary by contribution assumption: employee only about $68,765 at 4% or $45,844 at 6%; with 50% employer match about $45,844 at 4% or $30,562 at 6%; with 100% employer match about $34,383 at 4% or $22,922 at 6%.
2010120$483,666$46,160$2,308iApproximate average salary by contribution assumption: employee only about $57,700 at 4% or $38,467 at 6%; with 50% employer match about $38,467 at 4% or $25,644 at 6%; with 100% employer match about $28,850 at 4% or $19,233 at 6%.
The Mortgage Group Ltd 401K Plan-20$483,666$46,160$2,308iApproximate average salary by contribution assumption: employee only about $57,700 at 4% or $38,467 at 6%; with 50% employer match about $38,467 at 4% or $25,644 at 6%; with 100% employer match about $28,850 at 4% or $19,233 at 6%.
20081141$360,504$51,009$362iApproximate average salary by contribution assumption: employee only about $9,044 at 4% or $6,029 at 6%; with 50% employer match about $6,029 at 4% or $4,020 at 6%; with 100% employer match about $4,522 at 4% or $3,015 at 6%.
The Mortgage Group Ltd 401K Plan-141$360,504$51,009$362iApproximate average salary by contribution assumption: employee only about $9,044 at 4% or $6,029 at 6%; with 50% employer match about $6,029 at 4% or $4,020 at 6%; with 100% employer match about $4,522 at 4% or $3,015 at 6%.
2007190$626,546$84,471$939iApproximate average salary by contribution assumption: employee only about $23,464 at 4% or $15,643 at 6%; with 50% employer match about $15,643 at 4% or $10,429 at 6%; with 100% employer match about $11,732 at 4% or $7,821 at 6%.
The Mortgage Group Ltd 401K Plan-90$626,546$84,471$939iApproximate average salary by contribution assumption: employee only about $23,464 at 4% or $15,643 at 6%; with 50% employer match about $15,643 at 4% or $10,429 at 6%; with 100% employer match about $11,732 at 4% or $7,821 at 6%.
2006166$539,669$92,889$1,407iApproximate average salary by contribution assumption: employee only about $35,185 at 4% or $23,457 at 6%; with 50% employer match about $23,457 at 4% or $15,638 at 6%; with 100% employer match about $17,593 at 4% or $11,728 at 6%.
The Mortgage Group Ltd 401K Plan-66$539,669$92,889$1,407iApproximate average salary by contribution assumption: employee only about $35,185 at 4% or $23,457 at 6%; with 50% employer match about $23,457 at 4% or $15,638 at 6%; with 100% employer match about $17,593 at 4% or $11,728 at 6%.
2004132$309,898$288,790$9,025iApproximate average salary by contribution assumption: employee only about $225,617 at 4% or $150,411 at 6%; with 50% employer match about $150,411 at 4% or $100,274 at 6%; with 100% employer match about $112,809 at 4% or $75,206 at 6%.
The Mortgage Group Ltd 401K Plan-32$309,898$288,790$9,025iApproximate average salary by contribution assumption: employee only about $225,617 at 4% or $150,411 at 6%; with 50% employer match about $150,411 at 4% or $100,274 at 6%; with 100% employer match about $112,809 at 4% or $75,206 at 6%.