Civic Intelligence

Brand Mortgage Group LLC

Plan context: Brand Mortgage 401(K) Plan

EIN 20-5356781 • 23 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

182

2024 Assets

$17,247,346

2024 Contributions

$376,970

Historical Graphs

Total Assets Over Time

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

$17,247,346$8,623,673$0201420192023YearValue
$17,247,346Latest year 2023

Participants Over Time

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

2341170201120182023YearValue
182Latest year 2023

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
202420$0$376,970-
Brand Mortgage Group LLC Welfare Benefits Plan-0---
Brand Mortgage 401(K) Plan-0-$376,970-
20232182$17,247,346$2,105,795$11,570iApproximate average salary by contribution assumption: employee only about $289,258 at 4% or $192,838 at 6%; with 50% employer match about $192,838 at 4% or $128,559 at 6%; with 100% employer match about $144,629 at 4% or $96,419 at 6%.
Brand Mortgage 401(K) Plan-178$17,247,346$2,105,795$11,830iApproximate average salary by contribution assumption: employee only about $295,758 at 4% or $197,172 at 6%; with 50% employer match about $197,172 at 4% or $131,448 at 6%; with 100% employer match about $147,879 at 4% or $98,586 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-182---
20222200$13,542,521$1,965,118$9,826iApproximate average salary by contribution assumption: employee only about $245,640 at 4% or $163,760 at 6%; with 50% employer match about $163,760 at 4% or $109,173 at 6%; with 100% employer match about $122,820 at 4% or $81,880 at 6%.
Brand Mortgage 401(K) Plan-200$13,542,521$1,965,118$9,826iApproximate average salary by contribution assumption: employee only about $245,640 at 4% or $163,760 at 6%; with 50% employer match about $163,760 at 4% or $109,173 at 6%; with 100% employer match about $122,820 at 4% or $81,880 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-195---
20212199$15,073,799$1,900,428$9,550iApproximate average salary by contribution assumption: employee only about $238,747 at 4% or $159,165 at 6%; with 50% employer match about $159,165 at 4% or $106,110 at 6%; with 100% employer match about $119,374 at 4% or $79,582 at 6%.
Brand Mortgage 401(K) Plan-196$15,073,799$1,900,428$9,696iApproximate average salary by contribution assumption: employee only about $242,402 at 4% or $161,601 at 6%; with 50% employer match about $161,601 at 4% or $107,734 at 6%; with 100% employer match about $121,201 at 4% or $80,801 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-199---
20202201$12,088,408$2,008,110$9,991iApproximate average salary by contribution assumption: employee only about $249,765 at 4% or $166,510 at 6%; with 50% employer match about $166,510 at 4% or $111,007 at 6%; with 100% employer match about $124,882 at 4% or $83,255 at 6%.
Brand Mortgage 401(K) Plan-201$12,088,408$2,008,110$9,991iApproximate average salary by contribution assumption: employee only about $249,765 at 4% or $166,510 at 6%; with 50% employer match about $166,510 at 4% or $111,007 at 6%; with 100% employer match about $124,882 at 4% or $83,255 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-197---
20192179$10,110,128$1,038,562$5,802iApproximate average salary by contribution assumption: employee only about $145,051 at 4% or $96,700 at 6%; with 50% employer match about $96,700 at 4% or $64,467 at 6%; with 100% employer match about $72,525 at 4% or $48,350 at 6%.
Brand Mortgage 401(K) Plan-179$10,110,128$1,038,562$5,802iApproximate average salary by contribution assumption: employee only about $145,051 at 4% or $96,700 at 6%; with 50% employer match about $96,700 at 4% or $64,467 at 6%; with 100% employer match about $72,525 at 4% or $48,350 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-140---
20182183$9,267,377$1,472,767$8,048iApproximate average salary by contribution assumption: employee only about $201,198 at 4% or $134,132 at 6%; with 50% employer match about $134,132 at 4% or $89,421 at 6%; with 100% employer match about $100,599 at 4% or $67,066 at 6%.
Brand Mortgage 401(K) Plan-179$9,267,377$1,472,767$8,228iApproximate average salary by contribution assumption: employee only about $205,694 at 4% or $137,129 at 6%; with 50% employer match about $137,129 at 4% or $91,419 at 6%; with 100% employer match about $102,847 at 4% or $68,565 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-183---
20172221$9,218,258$1,621,199$7,336iApproximate average salary by contribution assumption: employee only about $183,394 at 4% or $122,262 at 6%; with 50% employer match about $122,262 at 4% or $81,508 at 6%; with 100% employer match about $91,697 at 4% or $61,131 at 6%.
Brand Mortgage 401(K) Plan-218$9,218,258$1,621,199$7,437iApproximate average salary by contribution assumption: employee only about $185,917 at 4% or $123,945 at 6%; with 50% employer match about $123,945 at 4% or $82,630 at 6%; with 100% employer match about $92,959 at 4% or $61,972 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-221---
20162224$7,043,002$1,308,925$5,843iApproximate average salary by contribution assumption: employee only about $146,085 at 4% or $97,390 at 6%; with 50% employer match about $97,390 at 4% or $64,927 at 6%; with 100% employer match about $73,043 at 4% or $48,695 at 6%.
Brand Mortgage 401(K) Plan-224$7,043,002$1,308,925$5,843iApproximate average salary by contribution assumption: employee only about $146,085 at 4% or $97,390 at 6%; with 50% employer match about $97,390 at 4% or $64,927 at 6%; with 100% employer match about $73,043 at 4% or $48,695 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-216---
20152234$5,811,567$1,237,146$5,287iApproximate average salary by contribution assumption: employee only about $132,174 at 4% or $88,116 at 6%; with 50% employer match about $88,116 at 4% or $58,744 at 6%; with 100% employer match about $66,087 at 4% or $44,058 at 6%.
Brand Mortgage 401(K) Plan-234$5,811,567$1,237,146$5,287iApproximate average salary by contribution assumption: employee only about $132,174 at 4% or $88,116 at 6%; with 50% employer match about $88,116 at 4% or $58,744 at 6%; with 100% employer match about $66,087 at 4% or $44,058 at 6%.
Brand Mortgage Group LLC Welfare Benefits Plan-188---
20141223$4,834,312$187,665$842iApproximate average salary by contribution assumption: employee only about $21,039 at 4% or $14,026 at 6%; with 50% employer match about $14,026 at 4% or $9,351 at 6%; with 100% employer match about $10,519 at 4% or $7,013 at 6%.
Brand Mortgage 401(K) Plan-223$4,834,312$187,665$842iApproximate average salary by contribution assumption: employee only about $21,039 at 4% or $14,026 at 6%; with 50% employer match about $14,026 at 4% or $9,351 at 6%; with 100% employer match about $10,519 at 4% or $7,013 at 6%.
201210$0$0-
BRAND MORTGAGE GROUP LLC WELFARE BENEFIT PLAN-0---
20111181$0$0-
BRAND MORTGAGE GROUP LLC WELFARE BENEFIT PLAN-181---