Investmark Mortgage LLC
Plan context: Investmark LLC Profit Sharing Plan
EIN 27-1354880 • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$265,397
2024 Contributions
$144,463
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $265,397 | $144,463 | $28,893iApproximate average salary by contribution assumption: employee only about $722,315 at 4% or $481,543 at 6%; with 50% employer match about $481,543 at 4% or $321,029 at 6%; with 100% employer match about $361,158 at 4% or $240,772 at 6%. |
| Investmark LLC Profit Sharing Plan | - | 5 | $265,397 | $144,463 | $28,893iApproximate average salary by contribution assumption: employee only about $722,315 at 4% or $481,543 at 6%; with 50% employer match about $481,543 at 4% or $321,029 at 6%; with 100% employer match about $361,158 at 4% or $240,772 at 6%. |
| 2023 | 1 | 5 | $281,704 | $34,596 | $6,919iApproximate average salary by contribution assumption: employee only about $172,980 at 4% or $115,320 at 6%; with 50% employer match about $115,320 at 4% or $76,880 at 6%; with 100% employer match about $86,490 at 4% or $57,660 at 6%. |
| Investmark LLC Profit Sharing Plan | - | 5 | $281,704 | $34,596 | $6,919iApproximate average salary by contribution assumption: employee only about $172,980 at 4% or $115,320 at 6%; with 50% employer match about $115,320 at 4% or $76,880 at 6%; with 100% employer match about $86,490 at 4% or $57,660 at 6%. |
| 2022 | 1 | 6 | $257,030 | $73,030 | $12,172iApproximate average salary by contribution assumption: employee only about $304,292 at 4% or $202,861 at 6%; with 50% employer match about $202,861 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%. |
| Investmark LLC Profit Sharing Plan | - | 6 | $257,030 | $73,030 | $12,172iApproximate average salary by contribution assumption: employee only about $304,292 at 4% or $202,861 at 6%; with 50% employer match about $202,861 at 4% or $135,241 at 6%; with 100% employer match about $152,146 at 4% or $101,431 at 6%. |
| 2021 | 1 | 6 | $184,087 | $107,289 | $17,882iApproximate average salary by contribution assumption: employee only about $447,038 at 4% or $298,025 at 6%; with 50% employer match about $298,025 at 4% or $198,683 at 6%; with 100% employer match about $223,519 at 4% or $149,013 at 6%. |
| Investmark LLC Profit Sharing Plan | - | 6 | $184,087 | $107,289 | $17,882iApproximate average salary by contribution assumption: employee only about $447,038 at 4% or $298,025 at 6%; with 50% employer match about $298,025 at 4% or $198,683 at 6%; with 100% employer match about $223,519 at 4% or $149,013 at 6%. |
| 2020 | 1 | 5 | $76,848 | $76,848 | $15,370iApproximate average salary by contribution assumption: employee only about $384,240 at 4% or $256,160 at 6%; with 50% employer match about $256,160 at 4% or $170,773 at 6%; with 100% employer match about $192,120 at 4% or $128,080 at 6%. |
| Investmark LLC Profit Sharing Plan | - | 5 | $76,848 | $76,848 | $15,370iApproximate average salary by contribution assumption: employee only about $384,240 at 4% or $256,160 at 6%; with 50% employer match about $256,160 at 4% or $170,773 at 6%; with 100% employer match about $192,120 at 4% or $128,080 at 6%. |