Value Mortgage Inc.
Plan context: Value Mortgage Inc. 401(K) Profit Sharing Plan
EIN 33-0692054 • 27 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$741,006
2025 Contributions
$2,200
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $741,006 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $741,006 | - | - |
| 2024 | 1 | 1 | $376,635 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $376,635 | - | - |
| 2023 | 1 | 1 | $476,499 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $476,499 | - | - |
| 2022 | 1 | 1 | $423,790 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $423,790 | - | - |
| 2021 | 1 | 1 | $536,870 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $536,870 | - | - |
| 2020 | 1 | 1 | $604,818 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $604,818 | - | - |
| 2019 | 1 | 1 | $0 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | - | - | - |
| 2018 | 1 | 1 | $529,585 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $529,585 | - | - |
| 2017 | 1 | 1 | $504,738 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $504,738 | - | - |
| 2016 | 1 | 1 | $477,795 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $477,795 | - | - |
| 2015 | 1 | 1 | $452,463 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $452,463 | - | - |
| 2014 | 1 | 1 | $425,362 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $425,362 | - | - |
| 2013 | 1 | 1 | $412,606 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $412,606 | - | - |
| 2012 | 1 | 1 | $384,902 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $384,902 | - | - |
| 2011 | 1 | 1 | $354,437 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $354,437 | - | - |
| 2010 | 1 | 1 | $627,366 | $2,200 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 1 | $627,366 | $2,200 | $2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%. |
| 2009 | 1 | 2 | $598,501 | $2,400 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 2 | $598,501 | $2,400 | $1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 5 | $767,424 | $8,240 | $1,648iApproximate average salary by contribution assumption: employee only about $41,200 at 4% or $27,467 at 6%; with 50% employer match about $27,467 at 4% or $18,311 at 6%; with 100% employer match about $20,600 at 4% or $13,733 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 5 | $767,424 | $8,240 | $1,648iApproximate average salary by contribution assumption: employee only about $41,200 at 4% or $27,467 at 6%; with 50% employer match about $27,467 at 4% or $18,311 at 6%; with 100% employer match about $20,600 at 4% or $13,733 at 6%. |
| 2005 | 1 | 4 | $706,921 | $39,243 | $9,811iApproximate average salary by contribution assumption: employee only about $245,269 at 4% or $163,513 at 6%; with 50% employer match about $163,513 at 4% or $109,008 at 6%; with 100% employer match about $122,634 at 4% or $81,756 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 4 | $706,921 | $39,243 | $9,811iApproximate average salary by contribution assumption: employee only about $245,269 at 4% or $163,513 at 6%; with 50% employer match about $163,513 at 4% or $109,008 at 6%; with 100% employer match about $122,634 at 4% or $81,756 at 6%. |
| 2004 | 1 | 5 | $601,514 | $77,018 | $15,404iApproximate average salary by contribution assumption: employee only about $385,090 at 4% or $256,727 at 6%; with 50% employer match about $256,727 at 4% or $171,151 at 6%; with 100% employer match about $192,545 at 4% or $128,363 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 5 | $601,514 | $77,018 | $15,404iApproximate average salary by contribution assumption: employee only about $385,090 at 4% or $256,727 at 6%; with 50% employer match about $256,727 at 4% or $171,151 at 6%; with 100% employer match about $192,545 at 4% or $128,363 at 6%. |
| 2003 | 1 | 3 | $473,099 | $39,491 | $13,164iApproximate average salary by contribution assumption: employee only about $329,092 at 4% or $219,394 at 6%; with 50% employer match about $219,394 at 4% or $146,263 at 6%; with 100% employer match about $164,546 at 4% or $109,697 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 3 | $473,099 | $39,491 | $13,164iApproximate average salary by contribution assumption: employee only about $329,092 at 4% or $219,394 at 6%; with 50% employer match about $219,394 at 4% or $146,263 at 6%; with 100% employer match about $164,546 at 4% or $109,697 at 6%. |
| 2002 | 1 | 4 | $0 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 4 | $153,355 | $11,000 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 4 | $153,355 | $11,000 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| 1999 | 1 | 3 | $147,752 | $34,863 | $11,621iApproximate average salary by contribution assumption: employee only about $290,525 at 4% or $193,683 at 6%; with 50% employer match about $193,683 at 4% or $129,122 at 6%; with 100% employer match about $145,263 at 4% or $96,842 at 6%. |
| Value Mortgage Inc. 401(K) Profit Sharing Plan | - | 3 | $147,752 | $34,863 | $11,621iApproximate average salary by contribution assumption: employee only about $290,525 at 4% or $193,683 at 6%; with 50% employer match about $193,683 at 4% or $129,122 at 6%; with 100% employer match about $145,263 at 4% or $96,842 at 6%. |