Civic Intelligence

Masters Team Mortgage

Plan context: Masters Team Mortgage 401(K) Profit Sharing Plan & Trust

EIN 26-0842732 • Folsom, CA • 20 filings • 3 plans

50 Iron Point Circle #140Folsom, CA 95630
Current Snapshot

Latest Year

2023

2023 Participants

20

2023 Assets

$2,643,739

2023 Contributions

$3,550

Historical Graphs

Total Assets Over Time

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

$3,001,766$1,500,883$0201320182022YearValue
$2,643,739Latest year 2022

Participants Over Time

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

20100201320182022YearValue
20Latest year 2022

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
202320$0$3,550-
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-0$0$0-
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-0$0$3,550-
2022220$2,643,739$105,728$5,286iApproximate average salary by contribution assumption: employee only about $132,160 at 4% or $88,107 at 6%; with 50% employer match about $88,107 at 4% or $58,738 at 6%; with 100% employer match about $66,080 at 4% or $44,053 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-18$1,613,904$0-
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-20$1,029,835$105,728$5,286iApproximate average salary by contribution assumption: employee only about $132,160 at 4% or $88,107 at 6%; with 50% employer match about $88,107 at 4% or $58,738 at 6%; with 100% employer match about $66,080 at 4% or $44,053 at 6%.
2021218$3,001,766$591,945$32,886iApproximate average salary by contribution assumption: employee only about $822,146 at 4% or $548,097 at 6%; with 50% employer match about $548,097 at 4% or $365,398 at 6%; with 100% employer match about $411,073 at 4% or $274,049 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-14$1,878,890$403,956$28,854iApproximate average salary by contribution assumption: employee only about $721,350 at 4% or $480,900 at 6%; with 50% employer match about $480,900 at 4% or $320,600 at 6%; with 100% employer match about $360,675 at 4% or $240,450 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-18$1,122,876$187,989$10,444iApproximate average salary by contribution assumption: employee only about $261,096 at 4% or $174,064 at 6%; with 50% employer match about $174,064 at 4% or $116,043 at 6%; with 100% employer match about $130,548 at 4% or $87,032 at 6%.
2020215$2,250,335$425,948$28,397iApproximate average salary by contribution assumption: employee only about $709,913 at 4% or $473,276 at 6%; with 50% employer match about $473,276 at 4% or $315,517 at 6%; with 100% employer match about $354,957 at 4% or $236,638 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-12$1,378,137$256,606$21,384iApproximate average salary by contribution assumption: employee only about $534,596 at 4% or $356,397 at 6%; with 50% employer match about $356,397 at 4% or $237,598 at 6%; with 100% employer match about $267,298 at 4% or $178,199 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-15$872,198$169,342$11,289iApproximate average salary by contribution assumption: employee only about $282,237 at 4% or $188,158 at 6%; with 50% employer match about $188,158 at 4% or $125,439 at 6%; with 100% employer match about $141,118 at 4% or $94,079 at 6%.
2019214$1,627,225$224,994$16,071iApproximate average salary by contribution assumption: employee only about $401,775 at 4% or $267,850 at 6%; with 50% employer match about $267,850 at 4% or $178,567 at 6%; with 100% employer match about $200,888 at 4% or $133,925 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-11$997,966$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-14$629,259$124,994$8,928iApproximate average salary by contribution assumption: employee only about $223,204 at 4% or $148,802 at 6%; with 50% employer match about $148,802 at 4% or $99,202 at 6%; with 100% employer match about $111,602 at 4% or $74,401 at 6%.
2018214$1,253,888$599,984$42,856iApproximate average salary by contribution assumption: employee only about $1,071,400 at 4% or $714,267 at 6%; with 50% employer match about $714,267 at 4% or $476,178 at 6%; with 100% employer match about $535,700 at 4% or $357,133 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-11$808,031$500,000$45,455iApproximate average salary by contribution assumption: employee only about $1,136,364 at 4% or $757,576 at 6%; with 50% employer match about $757,576 at 4% or $505,051 at 6%; with 100% employer match about $568,182 at 4% or $378,788 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-14$445,857$99,984$7,142iApproximate average salary by contribution assumption: employee only about $178,543 at 4% or $119,029 at 6%; with 50% employer match about $119,029 at 4% or $79,352 at 6%; with 100% employer match about $89,271 at 4% or $59,514 at 6%.
2017214$786,158$102,129$7,295iApproximate average salary by contribution assumption: employee only about $182,373 at 4% or $121,582 at 6%; with 50% employer match about $121,582 at 4% or $81,055 at 6%; with 100% employer match about $91,187 at 4% or $60,791 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-14$445,074$102,129$7,295iApproximate average salary by contribution assumption: employee only about $182,373 at 4% or $121,582 at 6%; with 50% employer match about $121,582 at 4% or $81,055 at 6%; with 100% employer match about $91,187 at 4% or $60,791 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-10$341,084$0-
2016213$736,278$350,732$26,979iApproximate average salary by contribution assumption: employee only about $674,485 at 4% or $449,656 at 6%; with 50% employer match about $449,656 at 4% or $299,771 at 6%; with 100% employer match about $337,242 at 4% or $224,828 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-13$387,245$130,192$10,015iApproximate average salary by contribution assumption: employee only about $250,369 at 4% or $166,913 at 6%; with 50% employer match about $166,913 at 4% or $111,275 at 6%; with 100% employer match about $125,185 at 4% or $83,456 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-11$349,033$220,540$20,049iApproximate average salary by contribution assumption: employee only about $501,227 at 4% or $334,152 at 6%; with 50% employer match about $334,152 at 4% or $222,768 at 6%; with 100% employer match about $250,614 at 4% or $167,076 at 6%.
2015213$381,743$280,822$21,602iApproximate average salary by contribution assumption: employee only about $540,042 at 4% or $360,028 at 6%; with 50% employer match about $360,028 at 4% or $240,019 at 6%; with 100% employer match about $270,021 at 4% or $180,014 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-13$250,857$149,936$11,534iApproximate average salary by contribution assumption: employee only about $288,338 at 4% or $192,226 at 6%; with 50% employer match about $192,226 at 4% or $128,150 at 6%; with 100% employer match about $144,169 at 4% or $96,113 at 6%.
MASTERS TEAM MORTGAGE DEFINED BENEFIT PLAN & TRUST-8$130,886$130,886$16,361iApproximate average salary by contribution assumption: employee only about $409,019 at 4% or $272,679 at 6%; with 50% employer match about $272,679 at 4% or $181,786 at 6%; with 100% employer match about $204,509 at 4% or $136,340 at 6%.
201415$107,455$69,340$13,868iApproximate average salary by contribution assumption: employee only about $346,700 at 4% or $231,133 at 6%; with 50% employer match about $231,133 at 4% or $154,089 at 6%; with 100% employer match about $173,350 at 4% or $115,567 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-5$107,455$69,340$13,868iApproximate average salary by contribution assumption: employee only about $346,700 at 4% or $231,133 at 6%; with 50% employer match about $231,133 at 4% or $154,089 at 6%; with 100% employer match about $173,350 at 4% or $115,567 at 6%.
201315$34,987$34,431$6,886iApproximate average salary by contribution assumption: employee only about $172,155 at 4% or $114,770 at 6%; with 50% employer match about $114,770 at 4% or $76,513 at 6%; with 100% employer match about $86,078 at 4% or $57,385 at 6%.
Masters Team Mortgage 401(K) Profit Sharing Plan & Trust-5$34,987$34,431$6,886iApproximate average salary by contribution assumption: employee only about $172,155 at 4% or $114,770 at 6%; with 50% employer match about $114,770 at 4% or $76,513 at 6%; with 100% employer match about $86,078 at 4% or $57,385 at 6%.