Civic Intelligence

Educated Mortgage Services LLC

Plan context: Educated Mortgage Services LLC 401(K) P/S Plan

EIN 20-8380420 • Madison, WI • 16 filings • 2 plans

5315 Wall St Ste 270Madison, WI 53718
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,074,156

2024 Contributions

$163,668

Historical Graphs

Total Assets Over Time

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

$2,074,156$1,037,078$0200920172024YearValue
$2,074,156Latest year 2024

Participants Over Time

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

950200920172024YearValue
9Latest 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
202419$2,074,156$163,668$18,185iApproximate average salary by contribution assumption: employee only about $454,633 at 4% or $303,089 at 6%; with 50% employer match about $303,089 at 4% or $202,059 at 6%; with 100% employer match about $227,317 at 4% or $151,544 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-9$2,074,156$163,668$18,185iApproximate average salary by contribution assumption: employee only about $454,633 at 4% or $303,089 at 6%; with 50% employer match about $303,089 at 4% or $202,059 at 6%; with 100% employer match about $227,317 at 4% or $151,544 at 6%.
202316$1,721,183$71,269$11,878iApproximate average salary by contribution assumption: employee only about $296,954 at 4% or $197,969 at 6%; with 50% employer match about $197,969 at 4% or $131,980 at 6%; with 100% employer match about $148,477 at 4% or $98,985 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-6$1,721,183$71,269$11,878iApproximate average salary by contribution assumption: employee only about $296,954 at 4% or $197,969 at 6%; with 50% employer match about $197,969 at 4% or $131,980 at 6%; with 100% employer match about $148,477 at 4% or $98,985 at 6%.
202216$1,412,617$228,105$38,018iApproximate average salary by contribution assumption: employee only about $950,438 at 4% or $633,625 at 6%; with 50% employer match about $633,625 at 4% or $422,417 at 6%; with 100% employer match about $475,219 at 4% or $316,813 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-6$1,412,617$228,105$38,018iApproximate average salary by contribution assumption: employee only about $950,438 at 4% or $633,625 at 6%; with 50% employer match about $633,625 at 4% or $422,417 at 6%; with 100% employer match about $475,219 at 4% or $316,813 at 6%.
202114$1,502,255$151,484$37,871iApproximate average salary by contribution assumption: employee only about $946,775 at 4% or $631,183 at 6%; with 50% employer match about $631,183 at 4% or $420,789 at 6%; with 100% employer match about $473,388 at 4% or $315,592 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-4$1,502,255$151,484$37,871iApproximate average salary by contribution assumption: employee only about $946,775 at 4% or $631,183 at 6%; with 50% employer match about $631,183 at 4% or $420,789 at 6%; with 100% employer match about $473,388 at 4% or $315,592 at 6%.
202013$1,186,880$145,765$48,588iApproximate average salary by contribution assumption: employee only about $1,214,708 at 4% or $809,806 at 6%; with 50% employer match about $809,806 at 4% or $539,870 at 6%; with 100% employer match about $607,354 at 4% or $404,903 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-3$1,186,880$145,765$48,588iApproximate average salary by contribution assumption: employee only about $1,214,708 at 4% or $809,806 at 6%; with 50% employer match about $809,806 at 4% or $539,870 at 6%; with 100% employer match about $607,354 at 4% or $404,903 at 6%.
201913$868,977$97,743$32,581iApproximate average salary by contribution assumption: employee only about $814,525 at 4% or $543,017 at 6%; with 50% employer match about $543,017 at 4% or $362,011 at 6%; with 100% employer match about $407,263 at 4% or $271,508 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-3$868,977$97,743$32,581iApproximate average salary by contribution assumption: employee only about $814,525 at 4% or $543,017 at 6%; with 50% employer match about $543,017 at 4% or $362,011 at 6%; with 100% employer match about $407,263 at 4% or $271,508 at 6%.
201814$607,797$70,534$17,634iApproximate average salary by contribution assumption: employee only about $440,838 at 4% or $293,892 at 6%; with 50% employer match about $293,892 at 4% or $195,928 at 6%; with 100% employer match about $220,419 at 4% or $146,946 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-4$607,797$70,534$17,634iApproximate average salary by contribution assumption: employee only about $440,838 at 4% or $293,892 at 6%; with 50% employer match about $293,892 at 4% or $195,928 at 6%; with 100% employer match about $220,419 at 4% or $146,946 at 6%.
201714$602,130$91,150$22,788iApproximate average salary by contribution assumption: employee only about $569,688 at 4% or $379,792 at 6%; with 50% employer match about $379,792 at 4% or $253,194 at 6%; with 100% employer match about $284,844 at 4% or $189,896 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-4$602,130$91,150$22,788iApproximate average salary by contribution assumption: employee only about $569,688 at 4% or $379,792 at 6%; with 50% employer match about $379,792 at 4% or $253,194 at 6%; with 100% employer match about $284,844 at 4% or $189,896 at 6%.
201614$400,119$94,765$23,691iApproximate average salary by contribution assumption: employee only about $592,281 at 4% or $394,854 at 6%; with 50% employer match about $394,854 at 4% or $263,236 at 6%; with 100% employer match about $296,141 at 4% or $197,427 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-4$400,119$94,765$23,691iApproximate average salary by contribution assumption: employee only about $592,281 at 4% or $394,854 at 6%; with 50% employer match about $394,854 at 4% or $263,236 at 6%; with 100% employer match about $296,141 at 4% or $197,427 at 6%.
201514$295,725$217,362$54,341iApproximate average salary by contribution assumption: employee only about $1,358,513 at 4% or $905,675 at 6%; with 50% employer match about $905,675 at 4% or $603,783 at 6%; with 100% employer match about $679,256 at 4% or $452,838 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-4$295,725$217,362$54,341iApproximate average salary by contribution assumption: employee only about $1,358,513 at 4% or $905,675 at 6%; with 50% employer match about $905,675 at 4% or $603,783 at 6%; with 100% employer match about $679,256 at 4% or $452,838 at 6%.
201415$86,369$46,434$9,287iApproximate average salary by contribution assumption: employee only about $232,170 at 4% or $154,780 at 6%; with 50% employer match about $154,780 at 4% or $103,187 at 6%; with 100% employer match about $116,085 at 4% or $77,390 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-5$86,369$46,434$9,287iApproximate average salary by contribution assumption: employee only about $232,170 at 4% or $154,780 at 6%; with 50% employer match about $154,780 at 4% or $103,187 at 6%; with 100% employer match about $116,085 at 4% or $77,390 at 6%.
201315$112,931$40,514$8,103iApproximate average salary by contribution assumption: employee only about $202,570 at 4% or $135,047 at 6%; with 50% employer match about $135,047 at 4% or $90,031 at 6%; with 100% employer match about $101,285 at 4% or $67,523 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-5$112,931$40,514$8,103iApproximate average salary by contribution assumption: employee only about $202,570 at 4% or $135,047 at 6%; with 50% employer match about $135,047 at 4% or $90,031 at 6%; with 100% employer match about $101,285 at 4% or $67,523 at 6%.
201212$57,632$15,020$7,510iApproximate average salary by contribution assumption: employee only about $187,750 at 4% or $125,167 at 6%; with 50% employer match about $125,167 at 4% or $83,444 at 6%; with 100% employer match about $93,875 at 4% or $62,583 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-2$57,632$15,020$7,510iApproximate average salary by contribution assumption: employee only about $187,750 at 4% or $125,167 at 6%; with 50% employer match about $125,167 at 4% or $83,444 at 6%; with 100% employer match about $93,875 at 4% or $62,583 at 6%.
201112$36,489$9,605$4,803iApproximate average salary by contribution assumption: employee only about $120,063 at 4% or $80,042 at 6%; with 50% employer match about $80,042 at 4% or $53,361 at 6%; with 100% employer match about $60,031 at 4% or $40,021 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-2$36,489$9,605$4,803iApproximate average salary by contribution assumption: employee only about $120,063 at 4% or $80,042 at 6%; with 50% employer match about $80,042 at 4% or $53,361 at 6%; with 100% employer match about $60,031 at 4% or $40,021 at 6%.
201012$29,248$11,321$5,661iApproximate average salary by contribution assumption: employee only about $141,513 at 4% or $94,342 at 6%; with 50% employer match about $94,342 at 4% or $62,894 at 6%; with 100% employer match about $70,756 at 4% or $47,171 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-2$29,248$11,321$5,661iApproximate average salary by contribution assumption: employee only about $141,513 at 4% or $94,342 at 6%; with 50% employer match about $94,342 at 4% or $62,894 at 6%; with 100% employer match about $70,756 at 4% or $47,171 at 6%.
200912$15,389$10,532$5,266iApproximate average salary by contribution assumption: employee only about $131,650 at 4% or $87,767 at 6%; with 50% employer match about $87,767 at 4% or $58,511 at 6%; with 100% employer match about $65,825 at 4% or $43,883 at 6%.
Educated Mortgage Services LLC 401(K) P/S Plan-2$15,389$10,532$5,266iApproximate average salary by contribution assumption: employee only about $131,650 at 4% or $87,767 at 6%; with 50% employer match about $87,767 at 4% or $58,511 at 6%; with 100% employer match about $65,825 at 4% or $43,883 at 6%.