Civic Intelligence

Connect Home Loans

Plan context: Connect Home Loans 401(K) Profit Sharing Plan & Trust

EIN 27-0990291 • Paso Robles, CA • 9 filings • 3 plans

2727 Buena Vista Dr # 109Paso Robles, CA 93446-8580
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$148,476

2023 Contributions

$20,232

Historical Graphs

Total Assets Over Time

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

$268,447$134,224$0201520192023YearValue
$148,476Latest year 2023

Participants Over Time

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

630201520192023YearValue
1Latest year 2023

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
202311$148,476$0-
Connect Home Loans 401(K) Profit Sharing Plan & Trust-1$148,476$0-
202212$242,344$20,232$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-2$242,344$20,232$10,116iApproximate average salary by contribution assumption: employee only about $252,900 at 4% or $168,600 at 6%; with 50% employer match about $168,600 at 4% or $112,400 at 6%; with 100% employer match about $126,450 at 4% or $84,300 at 6%.
202113$268,447$92,180$30,727iApproximate average salary by contribution assumption: employee only about $768,167 at 4% or $512,111 at 6%; with 50% employer match about $512,111 at 4% or $341,407 at 6%; with 100% employer match about $384,083 at 4% or $256,056 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-3$268,447$92,180$30,727iApproximate average salary by contribution assumption: employee only about $768,167 at 4% or $512,111 at 6%; with 50% employer match about $512,111 at 4% or $341,407 at 6%; with 100% employer match about $384,083 at 4% or $256,056 at 6%.
202013$152,304$32,894$10,965iApproximate average salary by contribution assumption: employee only about $274,117 at 4% or $182,744 at 6%; with 50% employer match about $182,744 at 4% or $121,830 at 6%; with 100% employer match about $137,058 at 4% or $91,372 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-3$152,304$32,894$10,965iApproximate average salary by contribution assumption: employee only about $274,117 at 4% or $182,744 at 6%; with 50% employer match about $182,744 at 4% or $121,830 at 6%; with 100% employer match about $137,058 at 4% or $91,372 at 6%.
201913$102,550$20,462$6,821iApproximate average salary by contribution assumption: employee only about $170,517 at 4% or $113,678 at 6%; with 50% employer match about $113,678 at 4% or $75,785 at 6%; with 100% employer match about $85,258 at 4% or $56,839 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-3$102,550$20,462$6,821iApproximate average salary by contribution assumption: employee only about $170,517 at 4% or $113,678 at 6%; with 50% employer match about $113,678 at 4% or $75,785 at 6%; with 100% employer match about $85,258 at 4% or $56,839 at 6%.
201813$84,109$31,425$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-3$84,109$31,425$10,475iApproximate average salary by contribution assumption: employee only about $261,875 at 4% or $174,583 at 6%; with 50% employer match about $174,583 at 4% or $116,389 at 6%; with 100% employer match about $130,938 at 4% or $87,292 at 6%.
201715$84,434$42,902$8,580iApproximate average salary by contribution assumption: employee only about $214,510 at 4% or $143,007 at 6%; with 50% employer match about $143,007 at 4% or $95,338 at 6%; with 100% employer match about $107,255 at 4% or $71,503 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-5$84,434$42,902$8,580iApproximate average salary by contribution assumption: employee only about $214,510 at 4% or $143,007 at 6%; with 50% employer match about $143,007 at 4% or $95,338 at 6%; with 100% employer match about $107,255 at 4% or $71,503 at 6%.
201616$5,081$24,072$4,012iApproximate average salary by contribution assumption: employee only about $100,300 at 4% or $66,867 at 6%; with 50% employer match about $66,867 at 4% or $44,578 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-6$5,081$24,072$4,012iApproximate average salary by contribution assumption: employee only about $100,300 at 4% or $66,867 at 6%; with 50% employer match about $66,867 at 4% or $44,578 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%.
201513$6,737$6,722$2,241iApproximate average salary by contribution assumption: employee only about $56,017 at 4% or $37,344 at 6%; with 50% employer match about $37,344 at 4% or $24,896 at 6%; with 100% employer match about $28,008 at 4% or $18,672 at 6%.
Connect Home Loans 401(K) Profit Sharing Plan & Trust-3$6,737$6,722$2,241iApproximate average salary by contribution assumption: employee only about $56,017 at 4% or $37,344 at 6%; with 50% employer match about $37,344 at 4% or $24,896 at 6%; with 100% employer match about $28,008 at 4% or $18,672 at 6%.