Civic Intelligence

Vision One Mortgage Inc

Plan context: Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust

EIN 20-3828708 • Tustin, CA • 17 filings • 4 plans

13821 Newport Ave Ste 110Tustin, CA 92780-7803
Current Snapshot

Latest Year

2025

2025 Participants

32

2025 Assets

$245,082

2025 Contributions

$23,115

Historical Graphs

Total Assets Over Time

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

$314,067$157,034$0200820162025YearValue
$245,082Latest year 2025

Participants Over Time

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

39200200820162025YearValue
32Latest year 2025

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
2025132$245,082$23,115$722iApproximate average salary by contribution assumption: employee only about $18,059 at 4% or $12,039 at 6%; with 50% employer match about $12,039 at 4% or $8,026 at 6%; with 100% employer match about $9,029 at 4% or $6,020 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-32$245,082$23,115$722iApproximate average salary by contribution assumption: employee only about $18,059 at 4% or $12,039 at 6%; with 50% employer match about $12,039 at 4% or $8,026 at 6%; with 100% employer match about $9,029 at 4% or $6,020 at 6%.
2024134$192,774$18,370$540iApproximate average salary by contribution assumption: employee only about $13,507 at 4% or $9,005 at 6%; with 50% employer match about $9,005 at 4% or $6,003 at 6%; with 100% employer match about $6,754 at 4% or $4,502 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-34$192,774$18,370$540iApproximate average salary by contribution assumption: employee only about $13,507 at 4% or $9,005 at 6%; with 50% employer match about $9,005 at 4% or $6,003 at 6%; with 100% employer match about $6,754 at 4% or $4,502 at 6%.
2023139$218,130$32,938$845iApproximate average salary by contribution assumption: employee only about $21,114 at 4% or $14,076 at 6%; with 50% employer match about $14,076 at 4% or $9,384 at 6%; with 100% employer match about $10,557 at 4% or $7,038 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-39$218,130$32,938$845iApproximate average salary by contribution assumption: employee only about $21,114 at 4% or $14,076 at 6%; with 50% employer match about $14,076 at 4% or $9,384 at 6%; with 100% employer match about $10,557 at 4% or $7,038 at 6%.
2022116$177,004$85,506$5,344iApproximate average salary by contribution assumption: employee only about $133,603 at 4% or $89,069 at 6%; with 50% employer match about $89,069 at 4% or $59,379 at 6%; with 100% employer match about $66,802 at 4% or $44,534 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-16$177,004$85,506$5,344iApproximate average salary by contribution assumption: employee only about $133,603 at 4% or $89,069 at 6%; with 50% employer match about $89,069 at 4% or $59,379 at 6%; with 100% employer match about $66,802 at 4% or $44,534 at 6%.
2021114$189,061$79,720$5,694iApproximate average salary by contribution assumption: employee only about $142,357 at 4% or $94,905 at 6%; with 50% employer match about $94,905 at 4% or $63,270 at 6%; with 100% employer match about $71,179 at 4% or $47,452 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-14$189,061$79,720$5,694iApproximate average salary by contribution assumption: employee only about $142,357 at 4% or $94,905 at 6%; with 50% employer match about $94,905 at 4% or $63,270 at 6%; with 100% employer match about $71,179 at 4% or $47,452 at 6%.
2020110$93,344$57,316$5,732iApproximate average salary by contribution assumption: employee only about $143,290 at 4% or $95,527 at 6%; with 50% employer match about $95,527 at 4% or $63,684 at 6%; with 100% employer match about $71,645 at 4% or $47,763 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-10$93,344$57,316$5,732iApproximate average salary by contribution assumption: employee only about $143,290 at 4% or $95,527 at 6%; with 50% employer match about $95,527 at 4% or $63,684 at 6%; with 100% employer match about $71,645 at 4% or $47,763 at 6%.
201917$24,576$23,480$3,354iApproximate average salary by contribution assumption: employee only about $83,857 at 4% or $55,905 at 6%; with 50% employer match about $55,905 at 4% or $37,270 at 6%; with 100% employer match about $41,929 at 4% or $27,952 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-7$24,576$23,480$3,354iApproximate average salary by contribution assumption: employee only about $83,857 at 4% or $55,905 at 6%; with 50% employer match about $55,905 at 4% or $37,270 at 6%; with 100% employer match about $41,929 at 4% or $27,952 at 6%.
201710$0$0-
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-0$0$0-
201612$305,256$0-
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-2$305,256$0-
201512$291,121$0-
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-2$291,121$0-
201412$291,397$2,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-2$291,397$2,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
201314$314,067$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-4$314,067$17,500$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
201214$234,639$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-4$234,639$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
201114$191,791$16,500$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-4$191,791$16,500$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
201014$181,766$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-4$181,766$38,500$9,625iApproximate average salary by contribution assumption: employee only about $240,625 at 4% or $160,417 at 6%; with 50% employer match about $160,417 at 4% or $106,944 at 6%; with 100% employer match about $120,313 at 4% or $80,208 at 6%.
200913$120,179$38,500$12,833iApproximate average salary by contribution assumption: employee only about $320,833 at 4% or $213,889 at 6%; with 50% employer match about $213,889 at 4% or $142,593 at 6%; with 100% employer match about $160,417 at 4% or $106,944 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-3$120,179$38,500$12,833iApproximate average salary by contribution assumption: employee only about $320,833 at 4% or $213,889 at 6%; with 50% employer match about $213,889 at 4% or $142,593 at 6%; with 100% employer match about $160,417 at 4% or $106,944 at 6%.
200814$76,621$47,153$11,788iApproximate average salary by contribution assumption: employee only about $294,706 at 4% or $196,471 at 6%; with 50% employer match about $196,471 at 4% or $130,981 at 6%; with 100% employer match about $147,353 at 4% or $98,235 at 6%.
Vision One Mortgage Inc 401(K) Profit Sharing Plan & Trust-4$76,621$47,153$11,788iApproximate average salary by contribution assumption: employee only about $294,706 at 4% or $196,471 at 6%; with 50% employer match about $196,471 at 4% or $130,981 at 6%; with 100% employer match about $147,353 at 4% or $98,235 at 6%.