Civic Intelligence

The Mortgage Opportunity Group LLC

Plan context: The Mortgage Opportunity Group LLC Profit Sharing Plan

EIN 20-1156092 • Westport, CT • 16 filings • 1 plans

12 Wilton RoadWestport, CT 06880
Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$1,602,767

2019 Contributions

$95,378

Historical Graphs

Total Assets Over Time

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

$1,602,767$801,384$0200420122019YearValue
$1,602,767Latest year 2019

Participants Over Time

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

320200420122019YearValue
2Latest 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
201912$1,602,767$0-
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$1,602,767$0-
201812$1,337,974$0-
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$1,337,974$0-
201712$1,360,951$95,378$47,689iApproximate average salary by contribution assumption: employee only about $1,192,225 at 4% or $794,817 at 6%; with 50% employer match about $794,817 at 4% or $529,878 at 6%; with 100% employer match about $596,113 at 4% or $397,408 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$1,360,951$95,378$47,689iApproximate average salary by contribution assumption: employee only about $1,192,225 at 4% or $794,817 at 6%; with 50% employer match about $794,817 at 4% or $529,878 at 6%; with 100% employer match about $596,113 at 4% or $397,408 at 6%.
201612$1,097,136$34,995$17,498iApproximate average salary by contribution assumption: employee only about $437,438 at 4% or $291,625 at 6%; with 50% employer match about $291,625 at 4% or $194,417 at 6%; with 100% employer match about $218,719 at 4% or $145,813 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$1,097,136$34,995$17,498iApproximate average salary by contribution assumption: employee only about $437,438 at 4% or $291,625 at 6%; with 50% employer match about $291,625 at 4% or $194,417 at 6%; with 100% employer match about $218,719 at 4% or $145,813 at 6%.
201512$978,060$40,321$20,161iApproximate average salary by contribution assumption: employee only about $504,013 at 4% or $336,008 at 6%; with 50% employer match about $336,008 at 4% or $224,006 at 6%; with 100% employer match about $252,006 at 4% or $168,004 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$978,060$40,321$20,161iApproximate average salary by contribution assumption: employee only about $504,013 at 4% or $336,008 at 6%; with 50% employer match about $336,008 at 4% or $224,006 at 6%; with 100% employer match about $252,006 at 4% or $168,004 at 6%.
201412$952,117$36,280$18,140iApproximate average salary by contribution assumption: employee only about $453,500 at 4% or $302,333 at 6%; with 50% employer match about $302,333 at 4% or $201,556 at 6%; with 100% employer match about $226,750 at 4% or $151,167 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$952,117$36,280$18,140iApproximate average salary by contribution assumption: employee only about $453,500 at 4% or $302,333 at 6%; with 50% employer match about $302,333 at 4% or $201,556 at 6%; with 100% employer match about $226,750 at 4% or $151,167 at 6%.
201312$853,477$44,576$22,288iApproximate average salary by contribution assumption: employee only about $557,200 at 4% or $371,467 at 6%; with 50% employer match about $371,467 at 4% or $247,644 at 6%; with 100% employer match about $278,600 at 4% or $185,733 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$853,477$44,576$22,288iApproximate average salary by contribution assumption: employee only about $557,200 at 4% or $371,467 at 6%; with 50% employer match about $371,467 at 4% or $247,644 at 6%; with 100% employer match about $278,600 at 4% or $185,733 at 6%.
201212$653,374$13,924$6,962iApproximate average salary by contribution assumption: employee only about $174,050 at 4% or $116,033 at 6%; with 50% employer match about $116,033 at 4% or $77,356 at 6%; with 100% employer match about $87,025 at 4% or $58,017 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$653,374$13,924$6,962iApproximate average salary by contribution assumption: employee only about $174,050 at 4% or $116,033 at 6%; with 50% employer match about $116,033 at 4% or $77,356 at 6%; with 100% employer match about $87,025 at 4% or $58,017 at 6%.
201112$578,570$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$578,570$22,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201012$537,350$20,860$10,430iApproximate average salary by contribution assumption: employee only about $260,750 at 4% or $173,833 at 6%; with 50% employer match about $173,833 at 4% or $115,889 at 6%; with 100% employer match about $130,375 at 4% or $86,917 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$537,350$20,860$10,430iApproximate average salary by contribution assumption: employee only about $260,750 at 4% or $173,833 at 6%; with 50% employer match about $173,833 at 4% or $115,889 at 6%; with 100% employer match about $130,375 at 4% or $86,917 at 6%.
200912$474,025$37,108$18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$474,025$37,108$18,554iApproximate average salary by contribution assumption: employee only about $463,850 at 4% or $309,233 at 6%; with 50% employer match about $309,233 at 4% or $206,156 at 6%; with 100% employer match about $231,925 at 4% or $154,617 at 6%.
200812$322,155$37,946$18,973iApproximate average salary by contribution assumption: employee only about $474,325 at 4% or $316,217 at 6%; with 50% employer match about $316,217 at 4% or $210,811 at 6%; with 100% employer match about $237,163 at 4% or $158,108 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$322,155$37,946$18,973iApproximate average salary by contribution assumption: employee only about $474,325 at 4% or $316,217 at 6%; with 50% employer match about $316,217 at 4% or $210,811 at 6%; with 100% employer match about $237,163 at 4% or $158,108 at 6%.
200713$343,309$97,166$32,389iApproximate average salary by contribution assumption: employee only about $809,717 at 4% or $539,811 at 6%; with 50% employer match about $539,811 at 4% or $359,874 at 6%; with 100% employer match about $404,858 at 4% or $269,906 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-3$343,309$97,166$32,389iApproximate average salary by contribution assumption: employee only about $809,717 at 4% or $539,811 at 6%; with 50% employer match about $539,811 at 4% or $359,874 at 6%; with 100% employer match about $404,858 at 4% or $269,906 at 6%.
200613$244,140$136,176$45,392iApproximate average salary by contribution assumption: employee only about $1,134,800 at 4% or $756,533 at 6%; with 50% employer match about $756,533 at 4% or $504,356 at 6%; with 100% employer match about $567,400 at 4% or $378,267 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-3$244,140$136,176$45,392iApproximate average salary by contribution assumption: employee only about $1,134,800 at 4% or $756,533 at 6%; with 50% employer match about $756,533 at 4% or $504,356 at 6%; with 100% employer match about $567,400 at 4% or $378,267 at 6%.
200513$82,561$0-
The Mortgage Opportunity Group LLC Profit Sharing Plan-3$82,561--
200412$82,000$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
The Mortgage Opportunity Group LLC Profit Sharing Plan-2$82,000$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.