Mortgage America Inc.
Plan context: Mortgage America Inc. 401K Plan
EIN 23-2551885 • Whitehall, PA • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
50
2025 Assets
$14,164,545
2025 Contributions
$504,609
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 50 | $14,164,545 | $504,609 | $10,092iApproximate average salary by contribution assumption: employee only about $252,305 at 4% or $168,203 at 6%; with 50% employer match about $168,203 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,102 at 6%. |
| Mortgage America Inc. 401K Plan | - | 50 | $14,164,545 | $504,609 | $10,092iApproximate average salary by contribution assumption: employee only about $252,305 at 4% or $168,203 at 6%; with 50% employer match about $168,203 at 4% or $112,135 at 6%; with 100% employer match about $126,152 at 4% or $84,102 at 6%. |
| 2024 | 1 | 58 | $14,021,690 | $597,840 | $10,308iApproximate average salary by contribution assumption: employee only about $257,690 at 4% or $171,793 at 6%; with 50% employer match about $171,793 at 4% or $114,529 at 6%; with 100% employer match about $128,845 at 4% or $85,897 at 6%. |
| Mortgage America Inc. 401K Plan | - | 58 | $14,021,690 | $597,840 | $10,308iApproximate average salary by contribution assumption: employee only about $257,690 at 4% or $171,793 at 6%; with 50% employer match about $171,793 at 4% or $114,529 at 6%; with 100% employer match about $128,845 at 4% or $85,897 at 6%. |
| 2023 | 1 | 67 | $12,939,337 | $619,447 | $9,245iApproximate average salary by contribution assumption: employee only about $231,137 at 4% or $154,091 at 6%; with 50% employer match about $154,091 at 4% or $102,728 at 6%; with 100% employer match about $115,568 at 4% or $77,046 at 6%. |
| Mortgage America Inc. 401K Plan | - | 67 | $12,939,337 | $619,447 | $9,245iApproximate average salary by contribution assumption: employee only about $231,137 at 4% or $154,091 at 6%; with 50% employer match about $154,091 at 4% or $102,728 at 6%; with 100% employer match about $115,568 at 4% or $77,046 at 6%. |
| 2022 | 1 | 77 | $12,256,215 | $826,121 | $10,729iApproximate average salary by contribution assumption: employee only about $268,221 at 4% or $178,814 at 6%; with 50% employer match about $178,814 at 4% or $119,209 at 6%; with 100% employer match about $134,111 at 4% or $89,407 at 6%. |
| Mortgage America Inc. 401K Plan | - | 77 | $12,256,215 | $826,121 | $10,729iApproximate average salary by contribution assumption: employee only about $268,221 at 4% or $178,814 at 6%; with 50% employer match about $178,814 at 4% or $119,209 at 6%; with 100% employer match about $134,111 at 4% or $89,407 at 6%. |
| 2021 | 1 | 74 | $13,259,791 | $827,535 | $11,183iApproximate average salary by contribution assumption: employee only about $279,573 at 4% or $186,382 at 6%; with 50% employer match about $186,382 at 4% or $124,255 at 6%; with 100% employer match about $139,786 at 4% or $93,191 at 6%. |
| Mortgage America Inc. 401K Plan | - | 74 | $13,259,791 | $827,535 | $11,183iApproximate average salary by contribution assumption: employee only about $279,573 at 4% or $186,382 at 6%; with 50% employer match about $186,382 at 4% or $124,255 at 6%; with 100% employer match about $139,786 at 4% or $93,191 at 6%. |
| 2020 | 1 | 74 | $11,328,366 | $748,695 | $10,118iApproximate average salary by contribution assumption: employee only about $252,938 at 4% or $168,625 at 6%; with 50% employer match about $168,625 at 4% or $112,417 at 6%; with 100% employer match about $126,469 at 4% or $84,313 at 6%. |
| Mortgage America Inc. 401K Plan | - | 74 | $11,328,366 | $748,695 | $10,118iApproximate average salary by contribution assumption: employee only about $252,938 at 4% or $168,625 at 6%; with 50% employer match about $168,625 at 4% or $112,417 at 6%; with 100% employer match about $126,469 at 4% or $84,313 at 6%. |
| 2019 | 1 | 74 | $9,454,205 | $632,844 | $8,552iApproximate average salary by contribution assumption: employee only about $213,799 at 4% or $142,532 at 6%; with 50% employer match about $142,532 at 4% or $95,022 at 6%; with 100% employer match about $106,899 at 4% or $71,266 at 6%. |
| Mortgage America Inc. 401K Plan | - | 74 | $9,454,205 | $632,844 | $8,552iApproximate average salary by contribution assumption: employee only about $213,799 at 4% or $142,532 at 6%; with 50% employer match about $142,532 at 4% or $95,022 at 6%; with 100% employer match about $106,899 at 4% or $71,266 at 6%. |
| 2018 | 1 | 67 | $7,975,772 | $598,461 | $8,932iApproximate average salary by contribution assumption: employee only about $223,306 at 4% or $148,871 at 6%; with 50% employer match about $148,871 at 4% or $99,247 at 6%; with 100% employer match about $111,653 at 4% or $74,435 at 6%. |
| Mortgage America Inc. 401K Plan | - | 67 | $7,975,772 | $598,461 | $8,932iApproximate average salary by contribution assumption: employee only about $223,306 at 4% or $148,871 at 6%; with 50% employer match about $148,871 at 4% or $99,247 at 6%; with 100% employer match about $111,653 at 4% or $74,435 at 6%. |
| 2017 | 1 | 62 | $8,010,755 | $561,249 | $9,052iApproximate average salary by contribution assumption: employee only about $226,310 at 4% or $150,873 at 6%; with 50% employer match about $150,873 at 4% or $100,582 at 6%; with 100% employer match about $113,155 at 4% or $75,437 at 6%. |
| Mortgage America Inc. 401K Plan | - | 62 | $8,010,755 | $561,249 | $9,052iApproximate average salary by contribution assumption: employee only about $226,310 at 4% or $150,873 at 6%; with 50% employer match about $150,873 at 4% or $100,582 at 6%; with 100% employer match about $113,155 at 4% or $75,437 at 6%. |
| 2016 | 1 | 61 | $7,258,759 | $578,462 | $9,483iApproximate average salary by contribution assumption: employee only about $237,075 at 4% or $158,050 at 6%; with 50% employer match about $158,050 at 4% or $105,366 at 6%; with 100% employer match about $118,537 at 4% or $79,025 at 6%. |
| Mortgage America Inc. 401K Plan | - | 61 | $7,258,759 | $578,462 | $9,483iApproximate average salary by contribution assumption: employee only about $237,075 at 4% or $158,050 at 6%; with 50% employer match about $158,050 at 4% or $105,366 at 6%; with 100% employer match about $118,537 at 4% or $79,025 at 6%. |
| 2015 | 1 | 57 | $6,196,175 | $504,477 | $8,850iApproximate average salary by contribution assumption: employee only about $221,262 at 4% or $147,508 at 6%; with 50% employer match about $147,508 at 4% or $98,339 at 6%; with 100% employer match about $110,631 at 4% or $73,754 at 6%. |
| Mortgage America Inc. 401K Plan | - | 57 | $6,196,175 | $504,477 | $8,850iApproximate average salary by contribution assumption: employee only about $221,262 at 4% or $147,508 at 6%; with 50% employer match about $147,508 at 4% or $98,339 at 6%; with 100% employer match about $110,631 at 4% or $73,754 at 6%. |
| 2014 | 1 | 57 | $6,135,290 | $413,219 | $7,249iApproximate average salary by contribution assumption: employee only about $181,236 at 4% or $120,824 at 6%; with 50% employer match about $120,824 at 4% or $80,550 at 6%; with 100% employer match about $90,618 at 4% or $60,412 at 6%. |
| Mortgage America Inc. 401K Plan | - | 57 | $6,135,290 | $413,219 | $7,249iApproximate average salary by contribution assumption: employee only about $181,236 at 4% or $120,824 at 6%; with 50% employer match about $120,824 at 4% or $80,550 at 6%; with 100% employer match about $90,618 at 4% or $60,412 at 6%. |
| 2013 | 1 | 58 | $5,638,941 | $511,041 | $8,811iApproximate average salary by contribution assumption: employee only about $220,276 at 4% or $146,851 at 6%; with 50% employer match about $146,851 at 4% or $97,901 at 6%; with 100% employer match about $110,138 at 4% or $73,425 at 6%. |
| Mortgage America Inc. 401K Plan | - | 58 | $5,638,941 | $511,041 | $8,811iApproximate average salary by contribution assumption: employee only about $220,276 at 4% or $146,851 at 6%; with 50% employer match about $146,851 at 4% or $97,901 at 6%; with 100% employer match about $110,138 at 4% or $73,425 at 6%. |
| 2012 | 1 | 52 | $4,605,000 | $465,284 | $8,948iApproximate average salary by contribution assumption: employee only about $223,694 at 4% or $149,129 at 6%; with 50% employer match about $149,129 at 4% or $99,420 at 6%; with 100% employer match about $111,847 at 4% or $74,565 at 6%. |
| Mortgage America Inc. 401K Plan | - | 52 | $4,605,000 | $465,284 | $8,948iApproximate average salary by contribution assumption: employee only about $223,694 at 4% or $149,129 at 6%; with 50% employer match about $149,129 at 4% or $99,420 at 6%; with 100% employer match about $111,847 at 4% or $74,565 at 6%. |
| 2011 | 1 | 53 | $3,827,945 | $422,079 | $7,964iApproximate average salary by contribution assumption: employee only about $199,094 at 4% or $132,729 at 6%; with 50% employer match about $132,729 at 4% or $88,486 at 6%; with 100% employer match about $99,547 at 4% or $66,365 at 6%. |
| Mortgage America Inc. 401K Plan | - | 53 | $3,827,945 | $422,079 | $7,964iApproximate average salary by contribution assumption: employee only about $199,094 at 4% or $132,729 at 6%; with 50% employer match about $132,729 at 4% or $88,486 at 6%; with 100% employer match about $99,547 at 4% or $66,365 at 6%. |
| 2010 | 1 | 56 | $3,745,477 | $457,932 | $8,177iApproximate average salary by contribution assumption: employee only about $204,434 at 4% or $136,289 at 6%; with 50% employer match about $136,289 at 4% or $90,860 at 6%; with 100% employer match about $102,217 at 4% or $68,145 at 6%. |
| Mortgage America Inc. 401K Plan | - | 56 | $3,745,477 | $457,932 | $8,177iApproximate average salary by contribution assumption: employee only about $204,434 at 4% or $136,289 at 6%; with 50% employer match about $136,289 at 4% or $90,860 at 6%; with 100% employer match about $102,217 at 4% or $68,145 at 6%. |
| 2009 | 1 | 53 | $2,993,686 | $455,753 | $8,599iApproximate average salary by contribution assumption: employee only about $214,978 at 4% or $143,319 at 6%; with 50% employer match about $143,319 at 4% or $95,546 at 6%; with 100% employer match about $107,489 at 4% or $71,659 at 6%. |
| Mortgage America Inc. 401K Plan | - | 53 | $2,993,686 | $455,753 | $8,599iApproximate average salary by contribution assumption: employee only about $214,978 at 4% or $143,319 at 6%; with 50% employer match about $143,319 at 4% or $95,546 at 6%; with 100% employer match about $107,489 at 4% or $71,659 at 6%. |
| 2008 | 1 | 53 | $1,978,381 | $329,696 | $6,221iApproximate average salary by contribution assumption: employee only about $155,517 at 4% or $103,678 at 6%; with 50% employer match about $103,678 at 4% or $69,119 at 6%; with 100% employer match about $77,758 at 4% or $51,839 at 6%. |
| Mortgage America Inc. 401K Plan | - | 53 | $1,978,381 | $329,696 | $6,221iApproximate average salary by contribution assumption: employee only about $155,517 at 4% or $103,678 at 6%; with 50% employer match about $103,678 at 4% or $69,119 at 6%; with 100% employer match about $77,758 at 4% or $51,839 at 6%. |
| 2007 | 1 | 48 | $2,721,288 | $306,871 | $6,393iApproximate average salary by contribution assumption: employee only about $159,829 at 4% or $106,552 at 6%; with 50% employer match about $106,552 at 4% or $71,035 at 6%; with 100% employer match about $79,914 at 4% or $53,276 at 6%. |
| Mortgage America Inc. 401K Plan | - | 48 | $2,721,288 | $306,871 | $6,393iApproximate average salary by contribution assumption: employee only about $159,829 at 4% or $106,552 at 6%; with 50% employer match about $106,552 at 4% or $71,035 at 6%; with 100% employer match about $79,914 at 4% or $53,276 at 6%. |
| 2006 | 1 | 50 | $2,430,360 | $323,328 | $6,467iApproximate average salary by contribution assumption: employee only about $161,664 at 4% or $107,776 at 6%; with 50% employer match about $107,776 at 4% or $71,851 at 6%; with 100% employer match about $80,832 at 4% or $53,888 at 6%. |
| Mortgage America Inc. 401K Plan | - | 50 | $2,430,360 | $323,328 | $6,467iApproximate average salary by contribution assumption: employee only about $161,664 at 4% or $107,776 at 6%; with 50% employer match about $107,776 at 4% or $71,851 at 6%; with 100% employer match about $80,832 at 4% or $53,888 at 6%. |
| 2005 | 1 | 51 | $1,989,009 | $326,298 | $6,398iApproximate average salary by contribution assumption: employee only about $159,950 at 4% or $106,633 at 6%; with 50% employer match about $106,633 at 4% or $71,089 at 6%; with 100% employer match about $79,975 at 4% or $53,317 at 6%. |
| Mortgage America Inc. 401K Plan | - | 51 | $1,989,009 | $326,298 | $6,398iApproximate average salary by contribution assumption: employee only about $159,950 at 4% or $106,633 at 6%; with 50% employer match about $106,633 at 4% or $71,089 at 6%; with 100% employer match about $79,975 at 4% or $53,317 at 6%. |
| 2004 | 1 | 47 | $1,551,814 | $267,386 | $5,689iApproximate average salary by contribution assumption: employee only about $142,227 at 4% or $94,818 at 6%; with 50% employer match about $94,818 at 4% or $63,212 at 6%; with 100% employer match about $71,113 at 4% or $47,409 at 6%. |
| Mortgage America Inc. 401K Plan | - | 47 | $1,551,814 | $267,386 | $5,689iApproximate average salary by contribution assumption: employee only about $142,227 at 4% or $94,818 at 6%; with 50% employer match about $94,818 at 4% or $63,212 at 6%; with 100% employer match about $71,113 at 4% or $47,409 at 6%. |
| 2003 | 1 | 57 | $1,029,816 | $319,413 | $5,604iApproximate average salary by contribution assumption: employee only about $140,093 at 4% or $93,396 at 6%; with 50% employer match about $93,396 at 4% or $62,264 at 6%; with 100% employer match about $70,047 at 4% or $46,698 at 6%. |
| Mortgage America Inc. 401K Plan | - | 57 | $1,029,816 | $319,413 | $5,604iApproximate average salary by contribution assumption: employee only about $140,093 at 4% or $93,396 at 6%; with 50% employer match about $93,396 at 4% or $62,264 at 6%; with 100% employer match about $70,047 at 4% or $46,698 at 6%. |
| 2002 | 1 | 59 | $512,335 | $202,034 | $3,424iApproximate average salary by contribution assumption: employee only about $85,608 at 4% or $57,072 at 6%; with 50% employer match about $57,072 at 4% or $38,048 at 6%; with 100% employer match about $42,804 at 4% or $28,536 at 6%. |
| Mortgage America Inc. 401K Plan | - | 59 | $512,335 | $202,034 | $3,424iApproximate average salary by contribution assumption: employee only about $85,608 at 4% or $57,072 at 6%; with 50% employer match about $57,072 at 4% or $38,048 at 6%; with 100% employer match about $42,804 at 4% or $28,536 at 6%. |
| 2001 | 1 | 31 | $400,630 | $93,498 | $3,016iApproximate average salary by contribution assumption: employee only about $75,402 at 4% or $50,268 at 6%; with 50% employer match about $50,268 at 4% or $33,512 at 6%; with 100% employer match about $37,701 at 4% or $25,134 at 6%. |
| Mortgage America Inc. 401K Plan | - | 31 | $400,630 | $93,498 | $3,016iApproximate average salary by contribution assumption: employee only about $75,402 at 4% or $50,268 at 6%; with 50% employer match about $50,268 at 4% or $33,512 at 6%; with 100% employer match about $37,701 at 4% or $25,134 at 6%. |
| 2000 | 1 | 30 | $369,956 | $91,796 | $3,060iApproximate average salary by contribution assumption: employee only about $76,497 at 4% or $50,998 at 6%; with 50% employer match about $50,998 at 4% or $33,999 at 6%; with 100% employer match about $38,248 at 4% or $25,499 at 6%. |
| Mortgage America Inc. 401K Plan | - | 30 | $369,956 | $91,796 | $3,060iApproximate average salary by contribution assumption: employee only about $76,497 at 4% or $50,998 at 6%; with 50% employer match about $50,998 at 4% or $33,999 at 6%; with 100% employer match about $38,248 at 4% or $25,499 at 6%. |
| 1999 | 1 | 30 | $320,605 | $104,301 | $3,477iApproximate average salary by contribution assumption: employee only about $86,918 at 4% or $57,945 at 6%; with 50% employer match about $57,945 at 4% or $38,630 at 6%; with 100% employer match about $43,459 at 4% or $28,973 at 6%. |
| Mortgage America Inc. 401K Plan | - | 30 | $320,605 | $104,301 | $3,477iApproximate average salary by contribution assumption: employee only about $86,918 at 4% or $57,945 at 6%; with 50% employer match about $57,945 at 4% or $38,630 at 6%; with 100% employer match about $43,459 at 4% or $28,973 at 6%. |