Civic Intelligence

Statewide Mortgage LLC

Plan context: Statewide Mortgage LLC 401(K) Retirement Savings Plan

EIN 27-0012601 • Louisville, KY • 18 filings • 3 plans

10140 Linn Station RdLouisville, KY 40223-3813
Current Snapshot

Latest Year

2024

2024 Participants

75

2024 Assets

$6,772,670

2024 Contributions

$520,510

Historical Graphs

Total Assets Over Time

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

$6,772,670$3,386,335$0200920172024YearValue
$6,772,670Latest year 2024

Participants Over Time

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

75380200720162024YearValue
75Latest 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
2024175$6,772,670$520,510$6,940iApproximate average salary by contribution assumption: employee only about $173,503 at 4% or $115,669 at 6%; with 50% employer match about $115,669 at 4% or $77,113 at 6%; with 100% employer match about $86,752 at 4% or $57,834 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-75$6,772,670$520,510$6,940iApproximate average salary by contribution assumption: employee only about $173,503 at 4% or $115,669 at 6%; with 50% employer match about $115,669 at 4% or $77,113 at 6%; with 100% employer match about $86,752 at 4% or $57,834 at 6%.
2023167$5,373,565$569,268$8,497iApproximate average salary by contribution assumption: employee only about $212,413 at 4% or $141,609 at 6%; with 50% employer match about $141,609 at 4% or $94,406 at 6%; with 100% employer match about $106,207 at 4% or $70,804 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-67$5,373,565$569,268$8,497iApproximate average salary by contribution assumption: employee only about $212,413 at 4% or $141,609 at 6%; with 50% employer match about $141,609 at 4% or $94,406 at 6%; with 100% employer match about $106,207 at 4% or $70,804 at 6%.
2022163$4,011,818$611,744$9,710iApproximate average salary by contribution assumption: employee only about $242,756 at 4% or $161,837 at 6%; with 50% employer match about $161,837 at 4% or $107,891 at 6%; with 100% employer match about $121,378 at 4% or $80,919 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-63$4,011,818$611,744$9,710iApproximate average salary by contribution assumption: employee only about $242,756 at 4% or $161,837 at 6%; with 50% employer match about $161,837 at 4% or $107,891 at 6%; with 100% employer match about $121,378 at 4% or $80,919 at 6%.
2021165$4,498,182$660,106$10,155iApproximate average salary by contribution assumption: employee only about $253,887 at 4% or $169,258 at 6%; with 50% employer match about $169,258 at 4% or $112,839 at 6%; with 100% employer match about $126,943 at 4% or $84,629 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-65$4,498,182$660,106$10,155iApproximate average salary by contribution assumption: employee only about $253,887 at 4% or $169,258 at 6%; with 50% employer match about $169,258 at 4% or $112,839 at 6%; with 100% employer match about $126,943 at 4% or $84,629 at 6%.
2020172$3,394,815$629,699$8,746iApproximate average salary by contribution assumption: employee only about $218,645 at 4% or $145,764 at 6%; with 50% employer match about $145,764 at 4% or $97,176 at 6%; with 100% employer match about $109,323 at 4% or $72,882 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-72$3,394,815$629,699$8,746iApproximate average salary by contribution assumption: employee only about $218,645 at 4% or $145,764 at 6%; with 50% employer match about $145,764 at 4% or $97,176 at 6%; with 100% employer match about $109,323 at 4% or $72,882 at 6%.
2019167$2,270,068$467,471$6,977iApproximate average salary by contribution assumption: employee only about $174,429 at 4% or $116,286 at 6%; with 50% employer match about $116,286 at 4% or $77,524 at 6%; with 100% employer match about $87,215 at 4% or $58,143 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-67$2,270,068$467,471$6,977iApproximate average salary by contribution assumption: employee only about $174,429 at 4% or $116,286 at 6%; with 50% employer match about $116,286 at 4% or $77,524 at 6%; with 100% employer match about $87,215 at 4% or $58,143 at 6%.
2018152$1,452,450$409,606$7,877iApproximate average salary by contribution assumption: employee only about $196,926 at 4% or $131,284 at 6%; with 50% employer match about $131,284 at 4% or $87,523 at 6%; with 100% employer match about $98,463 at 4% or $65,642 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-52$1,452,450$409,606$7,877iApproximate average salary by contribution assumption: employee only about $196,926 at 4% or $131,284 at 6%; with 50% employer match about $131,284 at 4% or $87,523 at 6%; with 100% employer match about $98,463 at 4% or $65,642 at 6%.
2017147$1,148,946$378,002$8,043iApproximate average salary by contribution assumption: employee only about $201,065 at 4% or $134,043 at 6%; with 50% employer match about $134,043 at 4% or $89,362 at 6%; with 100% employer match about $100,532 at 4% or $67,022 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-47$1,148,946$378,002$8,043iApproximate average salary by contribution assumption: employee only about $201,065 at 4% or $134,043 at 6%; with 50% employer match about $134,043 at 4% or $89,362 at 6%; with 100% employer match about $100,532 at 4% or $67,022 at 6%.
2016143$640,657$383,622$8,921iApproximate average salary by contribution assumption: employee only about $223,036 at 4% or $148,691 at 6%; with 50% employer match about $148,691 at 4% or $99,127 at 6%; with 100% employer match about $111,518 at 4% or $74,345 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-43$640,657$383,622$8,921iApproximate average salary by contribution assumption: employee only about $223,036 at 4% or $148,691 at 6%; with 50% employer match about $148,691 at 4% or $99,127 at 6%; with 100% employer match about $111,518 at 4% or $74,345 at 6%.
2015112$240,071$61,097$5,091iApproximate average salary by contribution assumption: employee only about $127,285 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,428 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-12$240,071$61,097$5,091iApproximate average salary by contribution assumption: employee only about $127,285 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,428 at 6%.
201419$181,236$14,205$1,578iApproximate average salary by contribution assumption: employee only about $39,458 at 4% or $26,306 at 6%; with 50% employer match about $26,306 at 4% or $17,537 at 6%; with 100% employer match about $19,729 at 4% or $13,153 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-9$181,236$14,205$1,578iApproximate average salary by contribution assumption: employee only about $39,458 at 4% or $26,306 at 6%; with 50% employer match about $26,306 at 4% or $17,537 at 6%; with 100% employer match about $19,729 at 4% or $13,153 at 6%.
2013110$221,622$13,800$1,380iApproximate average salary by contribution assumption: employee only about $34,500 at 4% or $23,000 at 6%; with 50% employer match about $23,000 at 4% or $15,333 at 6%; with 100% employer match about $17,250 at 4% or $11,500 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-10$221,622$13,800$1,380iApproximate average salary by contribution assumption: employee only about $34,500 at 4% or $23,000 at 6%; with 50% employer match about $23,000 at 4% or $15,333 at 6%; with 100% employer match about $17,250 at 4% or $11,500 at 6%.
2012110$169,438$15,026$1,503iApproximate average salary by contribution assumption: employee only about $37,565 at 4% or $25,043 at 6%; with 50% employer match about $25,043 at 4% or $16,696 at 6%; with 100% employer match about $18,783 at 4% or $12,522 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-10$169,438$15,026$1,503iApproximate average salary by contribution assumption: employee only about $37,565 at 4% or $25,043 at 6%; with 50% employer match about $25,043 at 4% or $16,696 at 6%; with 100% employer match about $18,783 at 4% or $12,522 at 6%.
2011111$138,228$21,047$1,913iApproximate average salary by contribution assumption: employee only about $47,834 at 4% or $31,889 at 6%; with 50% employer match about $31,889 at 4% or $21,260 at 6%; with 100% employer match about $23,917 at 4% or $15,945 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-11$138,228$21,047$1,913iApproximate average salary by contribution assumption: employee only about $47,834 at 4% or $31,889 at 6%; with 50% employer match about $31,889 at 4% or $21,260 at 6%; with 100% employer match about $23,917 at 4% or $15,945 at 6%.
2010114$145,255$30,803$2,200iApproximate average salary by contribution assumption: employee only about $55,005 at 4% or $36,670 at 6%; with 50% employer match about $36,670 at 4% or $24,447 at 6%; with 100% employer match about $27,503 at 4% or $18,335 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-14$145,255$30,803$2,200iApproximate average salary by contribution assumption: employee only about $55,005 at 4% or $36,670 at 6%; with 50% employer match about $36,670 at 4% or $24,447 at 6%; with 100% employer match about $27,503 at 4% or $18,335 at 6%.
2009115$103,781$25,228$1,682iApproximate average salary by contribution assumption: employee only about $42,047 at 4% or $28,031 at 6%; with 50% employer match about $28,031 at 4% or $18,687 at 6%; with 100% employer match about $21,023 at 4% or $14,016 at 6%.
Statewide Mortgage LLC 401(K) Retirement Savings Plan-15$103,781$25,228$1,682iApproximate average salary by contribution assumption: employee only about $42,047 at 4% or $28,031 at 6%; with 50% employer match about $28,031 at 4% or $18,687 at 6%; with 100% employer match about $21,023 at 4% or $14,016 at 6%.
2008116$0$0-
Statewide Mortgage LLC 401(K) Retirement Savings Plan-16---
2007119$0$0-
Statewide Mortgage LLC 401(K) Retirement Savings Plan-19---