Civic Intelligence

Tri-State Mortgage Company

Plan context: Tri-State Mortgage Company 401K Safe Harbor Plan

EIN 31-1622409 • 8 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$204,002

2008 Contributions

$817

Historical Graphs

Total Assets Over Time

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

$223,274$111,637$0200220042006YearValue
$204,002Latest year 2006

Participants Over Time

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

630200120042007YearValue
2Latest year 2007

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
200810$0$0-
Tri-State Mortgage Company 401K Safe Harbor Plan-0---
200712$0$0-
Tri-State Mortgage Company 401K Safe Harbor Plan-2---
200612$204,002$817$409iApproximate average salary by contribution assumption: employee only about $10,213 at 4% or $6,808 at 6%; with 50% employer match about $6,808 at 4% or $4,539 at 6%; with 100% employer match about $5,106 at 4% or $3,404 at 6%.
Tri-State Mortgage Company 401K Safe Harbor Plan-2$204,002$817$409iApproximate average salary by contribution assumption: employee only about $10,213 at 4% or $6,808 at 6%; with 50% employer match about $6,808 at 4% or $4,539 at 6%; with 100% employer match about $5,106 at 4% or $3,404 at 6%.
200513$223,274$10,882$3,627iApproximate average salary by contribution assumption: employee only about $90,683 at 4% or $60,456 at 6%; with 50% employer match about $60,456 at 4% or $40,304 at 6%; with 100% employer match about $45,342 at 4% or $30,228 at 6%.
Tri-State Mortgage Company 401K Safe Harbor Plan-3$223,274$10,882$3,627iApproximate average salary by contribution assumption: employee only about $90,683 at 4% or $60,456 at 6%; with 50% employer match about $60,456 at 4% or $40,304 at 6%; with 100% employer match about $45,342 at 4% or $30,228 at 6%.
200416$204,388$30,321$5,054iApproximate average salary by contribution assumption: employee only about $126,338 at 4% or $84,225 at 6%; with 50% employer match about $84,225 at 4% or $56,150 at 6%; with 100% employer match about $63,169 at 4% or $42,113 at 6%.
Tri-State Mortgage Company 401K Safe Harbor Plan-6$204,388$30,321$5,054iApproximate average salary by contribution assumption: employee only about $126,338 at 4% or $84,225 at 6%; with 50% employer match about $84,225 at 4% or $56,150 at 6%; with 100% employer match about $63,169 at 4% or $42,113 at 6%.
200316$156,836$49,721$8,287iApproximate average salary by contribution assumption: employee only about $207,171 at 4% or $138,114 at 6%; with 50% employer match about $138,114 at 4% or $92,076 at 6%; with 100% employer match about $103,585 at 4% or $69,057 at 6%.
Tri-State Mortgage Company 401K Safe Harbor Plan-6$156,836$49,721$8,287iApproximate average salary by contribution assumption: employee only about $207,171 at 4% or $138,114 at 6%; with 50% employer match about $138,114 at 4% or $92,076 at 6%; with 100% employer match about $103,585 at 4% or $69,057 at 6%.
200216$80,703$43,466$7,244iApproximate average salary by contribution assumption: employee only about $181,108 at 4% or $120,739 at 6%; with 50% employer match about $120,739 at 4% or $80,493 at 6%; with 100% employer match about $90,554 at 4% or $60,369 at 6%.
Tri-State Mortgage Company 401K Safe Harbor Plan-6$80,703$43,466$7,244iApproximate average salary by contribution assumption: employee only about $181,108 at 4% or $120,739 at 6%; with 50% employer match about $120,739 at 4% or $80,493 at 6%; with 100% employer match about $90,554 at 4% or $60,369 at 6%.
200114$0$0-
Tri-State Mortgage Company 401K Safe Harbor Plan-4---