Civic Intelligence

Preferred Mortgage 401K Retireme

Plan context: Preferred Mortgage 401K Retirement Ptan

EIN 32-0110320 • Keizer, OR • 5 filings • 3 plans

115 Mcnary Estates Dr., N AKeizer, OR 97303-7492
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$80,310

2009 Contributions

$2,948

Historical Graphs

Total Assets Over Time

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

$169,069$84,535$0200520072008YearValue
$80,310Latest year 2008

Participants Over Time

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

1260200520072008YearValue
5Latest year 2008

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
200910$0$2,948-
Preferred Mortgage 401K Retirement Ptan-0$0$2,948-
200815$80,310$5,421$1,084iApproximate average salary by contribution assumption: employee only about $27,105 at 4% or $18,070 at 6%; with 50% employer match about $18,070 at 4% or $12,047 at 6%; with 100% employer match about $13,553 at 4% or $9,035 at 6%.
Preferred Mortgage 401K Retirement Ptan-5$80,310$5,421$1,084iApproximate average salary by contribution assumption: employee only about $27,105 at 4% or $18,070 at 6%; with 50% employer match about $18,070 at 4% or $12,047 at 6%; with 100% employer match about $13,553 at 4% or $9,035 at 6%.
200716$126,688$14,875$2,479iApproximate average salary by contribution assumption: employee only about $61,979 at 4% or $41,319 at 6%; with 50% employer match about $41,319 at 4% or $27,546 at 6%; with 100% employer match about $30,990 at 4% or $20,660 at 6%.
Preferred Mortgage 401K Retirement Ptan-6$126,688$14,875$2,479iApproximate average salary by contribution assumption: employee only about $61,979 at 4% or $41,319 at 6%; with 50% employer match about $41,319 at 4% or $27,546 at 6%; with 100% employer match about $30,990 at 4% or $20,660 at 6%.
200618$169,069$91,494$11,437iApproximate average salary by contribution assumption: employee only about $285,919 at 4% or $190,613 at 6%; with 50% employer match about $190,613 at 4% or $127,075 at 6%; with 100% employer match about $142,959 at 4% or $95,306 at 6%.
Preferred Mortgage 401K Retirement Ptan-8$169,069$91,494$11,437iApproximate average salary by contribution assumption: employee only about $285,919 at 4% or $190,613 at 6%; with 50% employer match about $190,613 at 4% or $127,075 at 6%; with 100% employer match about $142,959 at 4% or $95,306 at 6%.
2005112$71,793$71,784$5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,467 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%.
Preferred Mortgage 401K Retirement Ptan-12$71,793$71,784$5,982iApproximate average salary by contribution assumption: employee only about $149,550 at 4% or $99,700 at 6%; with 50% employer match about $99,700 at 4% or $66,467 at 6%; with 100% employer match about $74,775 at 4% or $49,850 at 6%.