Civic Intelligence

Mortgage Lending Consulting Gr

Plan context: Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust

EIN 20-8012655 • San Diego, CA • 13 filings • 2 plans

3914 Murphy Canyon Rd Ste A212San Diego, CA 92123-4467
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$63,038

2024 Contributions

$4,513

Historical Graphs

Total Assets Over Time

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

$117,649$58,825$0201220182024YearValue
$63,038Latest year 2024

Participants Over Time

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

530201220182024YearValue
1Latest 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
202411$63,038$0-
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-1$63,038$0-
202311$59,163$4,513$4,513iApproximate average salary by contribution assumption: employee only about $112,825 at 4% or $75,217 at 6%; with 50% employer match about $75,217 at 4% or $50,144 at 6%; with 100% employer match about $56,413 at 4% or $37,608 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-1$59,163$4,513$4,513iApproximate average salary by contribution assumption: employee only about $112,825 at 4% or $75,217 at 6%; with 50% employer match about $75,217 at 4% or $50,144 at 6%; with 100% employer match about $56,413 at 4% or $37,608 at 6%.
202213$117,649$8,034$2,678iApproximate average salary by contribution assumption: employee only about $66,950 at 4% or $44,633 at 6%; with 50% employer match about $44,633 at 4% or $29,756 at 6%; with 100% employer match about $33,475 at 4% or $22,317 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-3$117,649$8,034$2,678iApproximate average salary by contribution assumption: employee only about $66,950 at 4% or $44,633 at 6%; with 50% employer match about $44,633 at 4% or $29,756 at 6%; with 100% employer match about $33,475 at 4% or $22,317 at 6%.
202113$116,534$54,959$18,320iApproximate average salary by contribution assumption: employee only about $457,992 at 4% or $305,328 at 6%; with 50% employer match about $305,328 at 4% or $203,552 at 6%; with 100% employer match about $228,996 at 4% or $152,664 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-3$116,534$54,959$18,320iApproximate average salary by contribution assumption: employee only about $457,992 at 4% or $305,328 at 6%; with 50% employer match about $305,328 at 4% or $203,552 at 6%; with 100% employer match about $228,996 at 4% or $152,664 at 6%.
202013$62,928$3,325$1,108iApproximate average salary by contribution assumption: employee only about $27,708 at 4% or $18,472 at 6%; with 50% employer match about $18,472 at 4% or $12,315 at 6%; with 100% employer match about $13,854 at 4% or $9,236 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-3$62,928$3,325$1,108iApproximate average salary by contribution assumption: employee only about $27,708 at 4% or $18,472 at 6%; with 50% employer match about $18,472 at 4% or $12,315 at 6%; with 100% employer match about $13,854 at 4% or $9,236 at 6%.
201913$61,946$6,339$2,113iApproximate average salary by contribution assumption: employee only about $52,825 at 4% or $35,217 at 6%; with 50% employer match about $35,217 at 4% or $23,478 at 6%; with 100% employer match about $26,413 at 4% or $17,608 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-3$61,946$6,339$2,113iApproximate average salary by contribution assumption: employee only about $52,825 at 4% or $35,217 at 6%; with 50% employer match about $35,217 at 4% or $23,478 at 6%; with 100% employer match about $26,413 at 4% or $17,608 at 6%.
201814$76,819$7,220$1,805iApproximate average salary by contribution assumption: employee only about $45,125 at 4% or $30,083 at 6%; with 50% employer match about $30,083 at 4% or $20,056 at 6%; with 100% employer match about $22,563 at 4% or $15,042 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-4$76,819$7,220$1,805iApproximate average salary by contribution assumption: employee only about $45,125 at 4% or $30,083 at 6%; with 50% employer match about $30,083 at 4% or $20,056 at 6%; with 100% employer match about $22,563 at 4% or $15,042 at 6%.
201714$74,224$10,322$2,581iApproximate average salary by contribution assumption: employee only about $64,513 at 4% or $43,008 at 6%; with 50% employer match about $43,008 at 4% or $28,672 at 6%; with 100% employer match about $32,256 at 4% or $21,504 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-4$74,224$10,322$2,581iApproximate average salary by contribution assumption: employee only about $64,513 at 4% or $43,008 at 6%; with 50% employer match about $43,008 at 4% or $28,672 at 6%; with 100% employer match about $32,256 at 4% or $21,504 at 6%.
201615$52,852$8,495$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,238 at 4% or $14,158 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-5$52,852$8,495$1,699iApproximate average salary by contribution assumption: employee only about $42,475 at 4% or $28,317 at 6%; with 50% employer match about $28,317 at 4% or $18,878 at 6%; with 100% employer match about $21,238 at 4% or $14,158 at 6%.
201513$43,671$5,940$1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-3$43,671$5,940$1,980iApproximate average salary by contribution assumption: employee only about $49,500 at 4% or $33,000 at 6%; with 50% employer match about $33,000 at 4% or $22,000 at 6%; with 100% employer match about $24,750 at 4% or $16,500 at 6%.
201413$43,051$8,153$2,718iApproximate average salary by contribution assumption: employee only about $67,942 at 4% or $45,294 at 6%; with 50% employer match about $45,294 at 4% or $30,196 at 6%; with 100% employer match about $33,971 at 4% or $22,647 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-3$43,051$8,153$2,718iApproximate average salary by contribution assumption: employee only about $67,942 at 4% or $45,294 at 6%; with 50% employer match about $45,294 at 4% or $30,196 at 6%; with 100% employer match about $33,971 at 4% or $22,647 at 6%.
201314$38,640$12,268$3,067iApproximate average salary by contribution assumption: employee only about $76,675 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,558 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-4$38,640$12,268$3,067iApproximate average salary by contribution assumption: employee only about $76,675 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,558 at 6%.
201214$19,268$18,804$4,701iApproximate average salary by contribution assumption: employee only about $117,525 at 4% or $78,350 at 6%; with 50% employer match about $78,350 at 4% or $52,233 at 6%; with 100% employer match about $58,763 at 4% or $39,175 at 6%.
Mortgage Lending Consulting Gr 401 K Profit Sharing Plan Trust-4$19,268$18,804$4,701iApproximate average salary by contribution assumption: employee only about $117,525 at 4% or $78,350 at 6%; with 50% employer match about $78,350 at 4% or $52,233 at 6%; with 100% employer match about $58,763 at 4% or $39,175 at 6%.