Streamline Mortgage Solutions Inc.
Plan context: Streamline Mortgage Solutions Inc. 401(K) Plan
EIN 20-1917743 • San Juan Capistrano, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
6
2022 Assets
$571,075
2022 Contributions
$60,600
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 0 | $0 | - | - |
| 2021 | 1 | 6 | $571,075 | $60,600 | $10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 6 | $571,075 | $60,600 | $10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%. |
| 2020 | 1 | 7 | $445,344 | $110,613 | $15,802iApproximate average salary by contribution assumption: employee only about $395,046 at 4% or $263,364 at 6%; with 50% employer match about $263,364 at 4% or $175,576 at 6%; with 100% employer match about $197,523 at 4% or $131,682 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 7 | $445,344 | $110,613 | $15,802iApproximate average salary by contribution assumption: employee only about $395,046 at 4% or $263,364 at 6%; with 50% employer match about $263,364 at 4% or $175,576 at 6%; with 100% employer match about $197,523 at 4% or $131,682 at 6%. |
| 2019 | 1 | 5 | $279,977 | $95,350 | $19,070iApproximate average salary by contribution assumption: employee only about $476,750 at 4% or $317,833 at 6%; with 50% employer match about $317,833 at 4% or $211,889 at 6%; with 100% employer match about $238,375 at 4% or $158,917 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 5 | $279,977 | $95,350 | $19,070iApproximate average salary by contribution assumption: employee only about $476,750 at 4% or $317,833 at 6%; with 50% employer match about $317,833 at 4% or $211,889 at 6%; with 100% employer match about $238,375 at 4% or $158,917 at 6%. |
| 2018 | 1 | 5 | $154,912 | $44,973 | $8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 5 | $154,912 | $44,973 | $8,995iApproximate average salary by contribution assumption: employee only about $224,865 at 4% or $149,910 at 6%; with 50% employer match about $149,910 at 4% or $99,940 at 6%; with 100% employer match about $112,433 at 4% or $74,955 at 6%. |
| 2017 | 1 | 4 | $120,282 | $39,337 | $9,834iApproximate average salary by contribution assumption: employee only about $245,856 at 4% or $163,904 at 6%; with 50% employer match about $163,904 at 4% or $109,269 at 6%; with 100% employer match about $122,928 at 4% or $81,952 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 4 | $120,282 | $39,337 | $9,834iApproximate average salary by contribution assumption: employee only about $245,856 at 4% or $163,904 at 6%; with 50% employer match about $163,904 at 4% or $109,269 at 6%; with 100% employer match about $122,928 at 4% or $81,952 at 6%. |
| 2016 | 1 | 5 | $70,814 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 5 | $70,814 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2015 | 1 | 7 | $43,747 | $44,631 | $6,376iApproximate average salary by contribution assumption: employee only about $159,396 at 4% or $106,264 at 6%; with 50% employer match about $106,264 at 4% or $70,843 at 6%; with 100% employer match about $79,698 at 4% or $53,132 at 6%. |
| Streamline Mortgage Solutions Inc. 401(K) Plan | - | 7 | $43,747 | $44,631 | $6,376iApproximate average salary by contribution assumption: employee only about $159,396 at 4% or $106,264 at 6%; with 50% employer match about $106,264 at 4% or $70,843 at 6%; with 100% employer match about $79,698 at 4% or $53,132 at 6%. |