Civic Intelligence

Midwest Mortgage Source Inc.

Plan context: Midwest Mortgage Source Inc. 401(K) Plan

EIN 20-4156730 • Cincinnati, OH • 14 filings • 2 plans

3440 Edwards Rd.Cincinnati, OH 45208
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,083,702

2024 Contributions

$195,267

Historical Graphs

Total Assets Over Time

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

$3,083,702$1,541,851$0201620202024YearValue
$3,083,702Latest year 2024

Participants Over Time

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

840201620202024YearValue
8Latest year 2024

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
202428$3,083,702$195,267$24,408iApproximate average salary by contribution assumption: employee only about $610,209 at 4% or $406,806 at 6%; with 50% employer match about $406,806 at 4% or $271,204 at 6%; with 100% employer match about $305,105 at 4% or $203,403 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-7$1,963,195$95,267$13,610iApproximate average salary by contribution assumption: employee only about $340,239 at 4% or $226,826 at 6%; with 50% employer match about $226,826 at 4% or $151,217 at 6%; with 100% employer match about $170,120 at 4% or $113,413 at 6%.
Midwest Mortgage Source Inc. Defined Benefit Plan-8$1,120,507$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202328$2,518,733$179,575$22,447iApproximate average salary by contribution assumption: employee only about $561,172 at 4% or $374,115 at 6%; with 50% employer match about $374,115 at 4% or $249,410 at 6%; with 100% employer match about $280,586 at 4% or $187,057 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-7$1,596,973$79,575$11,368iApproximate average salary by contribution assumption: employee only about $284,196 at 4% or $189,464 at 6%; with 50% employer match about $189,464 at 4% or $126,310 at 6%; with 100% employer match about $142,098 at 4% or $94,732 at 6%.
Midwest Mortgage Source Inc. Defined Benefit Plan-8$921,760$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202228$1,981,051$411,992$51,499iApproximate average salary by contribution assumption: employee only about $1,287,475 at 4% or $858,317 at 6%; with 50% employer match about $858,317 at 4% or $572,211 at 6%; with 100% employer match about $643,738 at 4% or $429,158 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-8$1,244,138$142,492$17,812iApproximate average salary by contribution assumption: employee only about $445,288 at 4% or $296,858 at 6%; with 50% employer match about $296,858 at 4% or $197,906 at 6%; with 100% employer match about $222,644 at 4% or $148,429 at 6%.
Midwest Mortgage Source Inc. Defined Benefit Plan-8$736,913$269,500$33,688iApproximate average salary by contribution assumption: employee only about $842,188 at 4% or $561,458 at 6%; with 50% employer match about $561,458 at 4% or $374,306 at 6%; with 100% employer match about $421,094 at 4% or $280,729 at 6%.
202128$1,887,065$403,244$50,406iApproximate average salary by contribution assumption: employee only about $1,260,138 at 4% or $840,092 at 6%; with 50% employer match about $840,092 at 4% or $560,061 at 6%; with 100% employer match about $630,069 at 4% or $420,046 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-8$1,375,718$103,244$12,906iApproximate average salary by contribution assumption: employee only about $322,638 at 4% or $215,092 at 6%; with 50% employer match about $215,092 at 4% or $143,394 at 6%; with 100% employer match about $161,319 at 4% or $107,546 at 6%.
Midwest Mortgage Source Inc. Defined Benefit Plan-7$511,347$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
202027$1,260,246$374,152$53,450iApproximate average salary by contribution assumption: employee only about $1,336,257 at 4% or $890,838 at 6%; with 50% employer match about $890,838 at 4% or $593,892 at 6%; with 100% employer match about $668,129 at 4% or $445,419 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-7$1,060,246$174,152$24,879iApproximate average salary by contribution assumption: employee only about $621,971 at 4% or $414,648 at 6%; with 50% employer match about $414,648 at 4% or $276,432 at 6%; with 100% employer match about $310,986 at 4% or $207,324 at 6%.
Midwest Mortgage Source Inc. Defined Benefit Plan-5$200,000$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201916$722,214$229,750$38,292iApproximate average salary by contribution assumption: employee only about $957,292 at 4% or $638,194 at 6%; with 50% employer match about $638,194 at 4% or $425,463 at 6%; with 100% employer match about $478,646 at 4% or $319,097 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-6$722,214$229,750$38,292iApproximate average salary by contribution assumption: employee only about $957,292 at 4% or $638,194 at 6%; with 50% employer match about $638,194 at 4% or $425,463 at 6%; with 100% employer match about $478,646 at 4% or $319,097 at 6%.
201814$375,252$166,294$41,574iApproximate average salary by contribution assumption: employee only about $1,039,338 at 4% or $692,892 at 6%; with 50% employer match about $692,892 at 4% or $461,928 at 6%; with 100% employer match about $519,669 at 4% or $346,446 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-4$375,252$166,294$41,574iApproximate average salary by contribution assumption: employee only about $1,039,338 at 4% or $692,892 at 6%; with 50% employer match about $692,892 at 4% or $461,928 at 6%; with 100% employer match about $519,669 at 4% or $346,446 at 6%.
201716$304,400$209,615$34,936iApproximate average salary by contribution assumption: employee only about $873,396 at 4% or $582,264 at 6%; with 50% employer match about $582,264 at 4% or $388,176 at 6%; with 100% employer match about $436,698 at 4% or $291,132 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-6$304,400$209,615$34,936iApproximate average salary by contribution assumption: employee only about $873,396 at 4% or $582,264 at 6%; with 50% employer match about $582,264 at 4% or $388,176 at 6%; with 100% employer match about $436,698 at 4% or $291,132 at 6%.
201615$61,583$60,661$12,132iApproximate average salary by contribution assumption: employee only about $303,305 at 4% or $202,203 at 6%; with 50% employer match about $202,203 at 4% or $134,802 at 6%; with 100% employer match about $151,653 at 4% or $101,102 at 6%.
Midwest Mortgage Source Inc. 401(K) Plan-5$61,583$60,661$12,132iApproximate average salary by contribution assumption: employee only about $303,305 at 4% or $202,203 at 6%; with 50% employer match about $202,203 at 4% or $134,802 at 6%; with 100% employer match about $151,653 at 4% or $101,102 at 6%.