Civic Intelligence

Lend Smart Mortgage LLC

Plan context: Lend Smart Mortgage LLC 401K Plan

EIN 20-4224234 • Shoreview, MN • 17 filings • 2 plans

3450 Lexington Avenue, Suite 210Shoreview, MN 55126
Current Snapshot

Latest Year

2023

2023 Participants

146

2023 Assets

$8,330,698

2023 Contributions

$169,298

Historical Graphs

Total Assets Over Time

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

$9,407,977$4,703,989$0200820152022YearValue
$8,330,698Latest year 2022

Participants Over Time

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

2061030200720152022YearValue
146Latest year 2022

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
202310$0$169,298-
Lend Smart Mortgage LLC 401K Plan-0-$169,298-
20221146$8,330,698$1,139,302$7,803iApproximate average salary by contribution assumption: employee only about $195,086 at 4% or $130,057 at 6%; with 50% employer match about $130,057 at 4% or $86,705 at 6%; with 100% employer match about $97,543 at 4% or $65,029 at 6%.
Lend Smart Mortgage LLC 401K Plan-146$8,330,698$1,139,302$7,803iApproximate average salary by contribution assumption: employee only about $195,086 at 4% or $130,057 at 6%; with 50% employer match about $130,057 at 4% or $86,705 at 6%; with 100% employer match about $97,543 at 4% or $65,029 at 6%.
20211174$9,407,977$1,545,545$8,882iApproximate average salary by contribution assumption: employee only about $222,061 at 4% or $148,041 at 6%; with 50% employer match about $148,041 at 4% or $98,694 at 6%; with 100% employer match about $111,031 at 4% or $74,020 at 6%.
Lend Smart Mortgage LLC 401K Plan-174$9,407,977$1,545,545$8,882iApproximate average salary by contribution assumption: employee only about $222,061 at 4% or $148,041 at 6%; with 50% employer match about $148,041 at 4% or $98,694 at 6%; with 100% employer match about $111,031 at 4% or $74,020 at 6%.
20201173$7,905,203$1,401,164$8,099iApproximate average salary by contribution assumption: employee only about $202,480 at 4% or $134,987 at 6%; with 50% employer match about $134,987 at 4% or $89,991 at 6%; with 100% employer match about $101,240 at 4% or $67,493 at 6%.
Lend Smart Mortgage LLC 401K Plan-173$7,905,203$1,401,164$8,099iApproximate average salary by contribution assumption: employee only about $202,480 at 4% or $134,987 at 6%; with 50% employer match about $134,987 at 4% or $89,991 at 6%; with 100% employer match about $101,240 at 4% or $67,493 at 6%.
20191173$5,538,694$987,275$5,707iApproximate average salary by contribution assumption: employee only about $142,670 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,409 at 6%; with 100% employer match about $71,335 at 4% or $47,557 at 6%.
Lend Smart Mortgage LLC 401K Plan-173$5,538,694$987,275$5,707iApproximate average salary by contribution assumption: employee only about $142,670 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,409 at 6%; with 100% employer match about $71,335 at 4% or $47,557 at 6%.
20181174$3,783,416$722,179$4,150iApproximate average salary by contribution assumption: employee only about $103,761 at 4% or $69,174 at 6%; with 50% employer match about $69,174 at 4% or $46,116 at 6%; with 100% employer match about $51,881 at 4% or $34,587 at 6%.
Lend Smart Mortgage LLC 401K Plan-174$3,783,416$722,179$4,150iApproximate average salary by contribution assumption: employee only about $103,761 at 4% or $69,174 at 6%; with 50% employer match about $69,174 at 4% or $46,116 at 6%; with 100% employer match about $51,881 at 4% or $34,587 at 6%.
20171206$3,286,462$703,966$3,417iApproximate average salary by contribution assumption: employee only about $85,433 at 4% or $56,955 at 6%; with 50% employer match about $56,955 at 4% or $37,970 at 6%; with 100% employer match about $42,716 at 4% or $28,478 at 6%.
Lend Smart Mortgage LLC 401K Plan-206$3,286,462$703,966$3,417iApproximate average salary by contribution assumption: employee only about $85,433 at 4% or $56,955 at 6%; with 50% employer match about $56,955 at 4% or $37,970 at 6%; with 100% employer match about $42,716 at 4% or $28,478 at 6%.
20161140$2,267,169$561,399$4,010iApproximate average salary by contribution assumption: employee only about $100,250 at 4% or $66,833 at 6%; with 50% employer match about $66,833 at 4% or $44,555 at 6%; with 100% employer match about $50,125 at 4% or $33,417 at 6%.
Lend Smart Mortgage LLC 401K Plan-140$2,267,169$561,399$4,010iApproximate average salary by contribution assumption: employee only about $100,250 at 4% or $66,833 at 6%; with 50% employer match about $66,833 at 4% or $44,555 at 6%; with 100% employer match about $50,125 at 4% or $33,417 at 6%.
2015145$1,711,907$418,737$9,305iApproximate average salary by contribution assumption: employee only about $232,632 at 4% or $155,088 at 6%; with 50% employer match about $155,088 at 4% or $103,392 at 6%; with 100% employer match about $116,316 at 4% or $77,544 at 6%.
Lend Smart Mortgage LLC 401K Plan-45$1,711,907$418,737$9,305iApproximate average salary by contribution assumption: employee only about $232,632 at 4% or $155,088 at 6%; with 50% employer match about $155,088 at 4% or $103,392 at 6%; with 100% employer match about $116,316 at 4% or $77,544 at 6%.
2014145$1,431,901$372,770$8,284iApproximate average salary by contribution assumption: employee only about $207,094 at 4% or $138,063 at 6%; with 50% employer match about $138,063 at 4% or $92,042 at 6%; with 100% employer match about $103,547 at 4% or $69,031 at 6%.
Lend Smart Mortgage LLC 401K Plan-45$1,431,901$372,770$8,284iApproximate average salary by contribution assumption: employee only about $207,094 at 4% or $138,063 at 6%; with 50% employer match about $138,063 at 4% or $92,042 at 6%; with 100% employer match about $103,547 at 4% or $69,031 at 6%.
2013137$1,033,461$279,408$7,552iApproximate average salary by contribution assumption: employee only about $188,789 at 4% or $125,859 at 6%; with 50% employer match about $125,859 at 4% or $83,906 at 6%; with 100% employer match about $94,395 at 4% or $62,930 at 6%.
Lend Smart Mortgage LLC 401K Plan-37$1,033,461$279,408$7,552iApproximate average salary by contribution assumption: employee only about $188,789 at 4% or $125,859 at 6%; with 50% employer match about $125,859 at 4% or $83,906 at 6%; with 100% employer match about $94,395 at 4% or $62,930 at 6%.
2012131$615,668$211,192$6,813iApproximate average salary by contribution assumption: employee only about $170,316 at 4% or $113,544 at 6%; with 50% employer match about $113,544 at 4% or $75,696 at 6%; with 100% employer match about $85,158 at 4% or $56,772 at 6%.
Lend Smart Mortgage LLC 401K Plan-31$615,668$211,192$6,813iApproximate average salary by contribution assumption: employee only about $170,316 at 4% or $113,544 at 6%; with 50% employer match about $113,544 at 4% or $75,696 at 6%; with 100% employer match about $85,158 at 4% or $56,772 at 6%.
2011118$371,183$90,457$5,025iApproximate average salary by contribution assumption: employee only about $125,635 at 4% or $83,756 at 6%; with 50% employer match about $83,756 at 4% or $55,838 at 6%; with 100% employer match about $62,817 at 4% or $41,878 at 6%.
Lend Smart Mortgage LLC 401K Plan-18$371,183$90,457$5,025iApproximate average salary by contribution assumption: employee only about $125,635 at 4% or $83,756 at 6%; with 50% employer match about $83,756 at 4% or $55,838 at 6%; with 100% employer match about $62,817 at 4% or $41,878 at 6%.
2010117$310,252$55,806$3,283iApproximate average salary by contribution assumption: employee only about $82,068 at 4% or $54,712 at 6%; with 50% employer match about $54,712 at 4% or $36,475 at 6%; with 100% employer match about $41,034 at 4% or $27,356 at 6%.
Lend Smart Mortgage LLC 401K Plan-17$310,252$55,806$3,283iApproximate average salary by contribution assumption: employee only about $82,068 at 4% or $54,712 at 6%; with 50% employer match about $54,712 at 4% or $36,475 at 6%; with 100% employer match about $41,034 at 4% or $27,356 at 6%.
2009133$225,336$46,533$1,410iApproximate average salary by contribution assumption: employee only about $35,252 at 4% or $23,502 at 6%; with 50% employer match about $23,502 at 4% or $15,668 at 6%; with 100% employer match about $17,626 at 4% or $11,751 at 6%.
Lend Smart Mortgage LLC 401K Plan-33$225,336$46,533$1,410iApproximate average salary by contribution assumption: employee only about $35,252 at 4% or $23,502 at 6%; with 50% employer match about $23,502 at 4% or $15,668 at 6%; with 100% employer match about $17,626 at 4% or $11,751 at 6%.
2008179$149,824$39,434$499iApproximate average salary by contribution assumption: employee only about $12,479 at 4% or $8,319 at 6%; with 50% employer match about $8,319 at 4% or $5,546 at 6%; with 100% employer match about $6,240 at 4% or $4,160 at 6%.
Lend Smart Mortgage LLC 401K Plan-79$149,824$39,434$499iApproximate average salary by contribution assumption: employee only about $12,479 at 4% or $8,319 at 6%; with 50% employer match about $8,319 at 4% or $5,546 at 6%; with 100% employer match about $6,240 at 4% or $4,160 at 6%.
2007193$0$0-
Lend Smart Mortgage LLC 401K Plan-93---