Civic Intelligence

Mortgage Financial Services LLC

Plan context: Mortgage Financial Services 401(K) Plan

EIN 20-8468035 • 11 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

92

2024 Assets

$5,545,335

2024 Contributions

$473,455

Historical Graphs

Total Assets Over Time

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

$7,125,534$3,562,767$0201620202024YearValue
$5,545,335Latest year 2024

Participants Over Time

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

2461230201620202024YearValue
92Latest 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
2024192$5,545,335$473,455$5,146iApproximate average salary by contribution assumption: employee only about $128,656 at 4% or $85,771 at 6%; with 50% employer match about $85,771 at 4% or $57,181 at 6%; with 100% employer match about $64,328 at 4% or $42,885 at 6%.
Mortgage Financial Services 401(K) Plan-92$5,545,335$473,455$5,146iApproximate average salary by contribution assumption: employee only about $128,656 at 4% or $85,771 at 6%; with 50% employer match about $85,771 at 4% or $57,181 at 6%; with 100% employer match about $64,328 at 4% or $42,885 at 6%.
20231119$5,599,381$580,173$4,875iApproximate average salary by contribution assumption: employee only about $121,885 at 4% or $81,257 at 6%; with 50% employer match about $81,257 at 4% or $54,171 at 6%; with 100% employer match about $60,943 at 4% or $40,628 at 6%.
Mortgage Financial Services 401(K) Plan-119$5,599,381$580,173$4,875iApproximate average salary by contribution assumption: employee only about $121,885 at 4% or $81,257 at 6%; with 50% employer match about $81,257 at 4% or $54,171 at 6%; with 100% employer match about $60,943 at 4% or $40,628 at 6%.
20221145$5,339,786$852,680$5,881iApproximate average salary by contribution assumption: employee only about $147,014 at 4% or $98,009 at 6%; with 50% employer match about $98,009 at 4% or $65,339 at 6%; with 100% employer match about $73,507 at 4% or $49,005 at 6%.
Mortgage Financial Services 401(K) Plan-145$5,339,786$852,680$5,881iApproximate average salary by contribution assumption: employee only about $147,014 at 4% or $98,009 at 6%; with 50% employer match about $98,009 at 4% or $65,339 at 6%; with 100% employer match about $73,507 at 4% or $49,005 at 6%.
20211246$7,125,534$1,349,092$5,484iApproximate average salary by contribution assumption: employee only about $137,103 at 4% or $91,402 at 6%; with 50% employer match about $91,402 at 4% or $60,935 at 6%; with 100% employer match about $68,551 at 4% or $45,701 at 6%.
Mortgage Financial Services 401(K) Plan-246$7,125,534$1,349,092$5,484iApproximate average salary by contribution assumption: employee only about $137,103 at 4% or $91,402 at 6%; with 50% employer match about $91,402 at 4% or $60,935 at 6%; with 100% employer match about $68,551 at 4% or $45,701 at 6%.
20201242$5,356,078$1,104,957$4,566iApproximate average salary by contribution assumption: employee only about $114,148 at 4% or $76,099 at 6%; with 50% employer match about $76,099 at 4% or $50,733 at 6%; with 100% employer match about $57,074 at 4% or $38,049 at 6%.
Mortgage Financial Services 401(K) Plan-242$5,356,078$1,104,957$4,566iApproximate average salary by contribution assumption: employee only about $114,148 at 4% or $76,099 at 6%; with 50% employer match about $76,099 at 4% or $50,733 at 6%; with 100% employer match about $57,074 at 4% or $38,049 at 6%.
20191171$4,231,494$654,097$3,825iApproximate average salary by contribution assumption: employee only about $95,628 at 4% or $63,752 at 6%; with 50% employer match about $63,752 at 4% or $42,501 at 6%; with 100% employer match about $47,814 at 4% or $31,876 at 6%.
Mortgage Financial Services 401(K) Plan-171$4,231,494$654,097$3,825iApproximate average salary by contribution assumption: employee only about $95,628 at 4% or $63,752 at 6%; with 50% employer match about $63,752 at 4% or $42,501 at 6%; with 100% employer match about $47,814 at 4% or $31,876 at 6%.
20181166$3,407,349$1,366,105$8,230iApproximate average salary by contribution assumption: employee only about $205,739 at 4% or $137,159 at 6%; with 50% employer match about $137,159 at 4% or $91,439 at 6%; with 100% employer match about $102,869 at 4% or $68,580 at 6%.
Mortgage Financial Services 401(K) Plan-166$3,407,349$1,366,105$8,230iApproximate average salary by contribution assumption: employee only about $205,739 at 4% or $137,159 at 6%; with 50% employer match about $137,159 at 4% or $91,439 at 6%; with 100% employer match about $102,869 at 4% or $68,580 at 6%.
20172207$2,655,063$1,254,621$6,061iApproximate average salary by contribution assumption: employee only about $151,524 at 4% or $101,016 at 6%; with 50% employer match about $101,016 at 4% or $67,344 at 6%; with 100% employer match about $75,762 at 4% or $50,508 at 6%.
Mortgage Financial Services 401(K) Plan-207$2,655,063$1,254,621$6,061iApproximate average salary by contribution assumption: employee only about $151,524 at 4% or $101,016 at 6%; with 50% employer match about $101,016 at 4% or $67,344 at 6%; with 100% employer match about $75,762 at 4% or $50,508 at 6%.
Mortgage Financial Services Welfare Benefit Plan-168---
20162200$1,273,404$1,235,751$6,179iApproximate average salary by contribution assumption: employee only about $154,469 at 4% or $102,979 at 6%; with 50% employer match about $102,979 at 4% or $68,653 at 6%; with 100% employer match about $77,234 at 4% or $51,490 at 6%.
Mortgage Financial Services 401(K) Plan-200$1,273,404$1,235,751$6,179iApproximate average salary by contribution assumption: employee only about $154,469 at 4% or $102,979 at 6%; with 50% employer match about $102,979 at 4% or $68,653 at 6%; with 100% employer match about $77,234 at 4% or $51,490 at 6%.
Mortgage Financial Services Welfare Benefit Plan-177---