Civic Intelligence

Courtesy Mortgage Company

Plan context: Courtesy Mortgage Company 401(K) Plan

EIN 33-0766031 • San Diego, CA • 24 filings • 2 plans

2615 Camino Del Rio South Suite 200San Diego, CA 92108
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,345,535

2024 Contributions

$73,719

Historical Graphs

Total Assets Over Time

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

$2,854,507$1,427,254$0200220142024YearValue
$2,345,535Latest year 2024

Participants Over Time

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

34170200120132024YearValue
7Latest year 2024

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
202417$2,345,535$73,719$10,531iApproximate average salary by contribution assumption: employee only about $263,282 at 4% or $175,521 at 6%; with 50% employer match about $175,521 at 4% or $117,014 at 6%; with 100% employer match about $131,641 at 4% or $87,761 at 6%.
Courtesy Mortgage Company 401(K) Plan-7$2,345,535$73,719$10,531iApproximate average salary by contribution assumption: employee only about $263,282 at 4% or $175,521 at 6%; with 50% employer match about $175,521 at 4% or $117,014 at 6%; with 100% employer match about $131,641 at 4% or $87,761 at 6%.
202318$2,103,924$86,075$10,759iApproximate average salary by contribution assumption: employee only about $268,984 at 4% or $179,323 at 6%; with 50% employer match about $179,323 at 4% or $119,549 at 6%; with 100% employer match about $134,492 at 4% or $89,661 at 6%.
Courtesy Mortgage Company 401(K) Plan-8$2,103,924$86,075$10,759iApproximate average salary by contribution assumption: employee only about $268,984 at 4% or $179,323 at 6%; with 50% employer match about $179,323 at 4% or $119,549 at 6%; with 100% employer match about $134,492 at 4% or $89,661 at 6%.
2022110$2,371,174$191,447$19,145iApproximate average salary by contribution assumption: employee only about $478,618 at 4% or $319,078 at 6%; with 50% employer match about $319,078 at 4% or $212,719 at 6%; with 100% employer match about $239,309 at 4% or $159,539 at 6%.
Courtesy Mortgage Company 401(K) Plan-10$2,371,174$191,447$19,145iApproximate average salary by contribution assumption: employee only about $478,618 at 4% or $319,078 at 6%; with 50% employer match about $319,078 at 4% or $212,719 at 6%; with 100% employer match about $239,309 at 4% or $159,539 at 6%.
2021110$2,854,507$201,655$20,166iApproximate average salary by contribution assumption: employee only about $504,138 at 4% or $336,092 at 6%; with 50% employer match about $336,092 at 4% or $224,061 at 6%; with 100% employer match about $252,069 at 4% or $168,046 at 6%.
Courtesy Mortgage Company 401(K) Plan-10$2,854,507$201,655$20,166iApproximate average salary by contribution assumption: employee only about $504,138 at 4% or $336,092 at 6%; with 50% employer match about $336,092 at 4% or $224,061 at 6%; with 100% employer match about $252,069 at 4% or $168,046 at 6%.
2020110$2,230,580$181,542$18,154iApproximate average salary by contribution assumption: employee only about $453,855 at 4% or $302,570 at 6%; with 50% employer match about $302,570 at 4% or $201,713 at 6%; with 100% employer match about $226,928 at 4% or $151,285 at 6%.
Courtesy Mortgage Company 401(K) Plan-10$2,230,580$181,542$18,154iApproximate average salary by contribution assumption: employee only about $453,855 at 4% or $302,570 at 6%; with 50% employer match about $302,570 at 4% or $201,713 at 6%; with 100% employer match about $226,928 at 4% or $151,285 at 6%.
201916$1,678,113$97,090$16,182iApproximate average salary by contribution assumption: employee only about $404,542 at 4% or $269,694 at 6%; with 50% employer match about $269,694 at 4% or $179,796 at 6%; with 100% employer match about $202,271 at 4% or $134,847 at 6%.
Courtesy Mortgage Company 401(K) Plan-6$1,678,113$97,090$16,182iApproximate average salary by contribution assumption: employee only about $404,542 at 4% or $269,694 at 6%; with 50% employer match about $269,694 at 4% or $179,796 at 6%; with 100% employer match about $202,271 at 4% or $134,847 at 6%.
201817$1,257,105$72,864$10,409iApproximate average salary by contribution assumption: employee only about $260,229 at 4% or $173,486 at 6%; with 50% employer match about $173,486 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,743 at 6%.
Courtesy Mortgage Company 401(K) Plan-7$1,257,105$72,864$10,409iApproximate average salary by contribution assumption: employee only about $260,229 at 4% or $173,486 at 6%; with 50% employer match about $173,486 at 4% or $115,657 at 6%; with 100% employer match about $130,114 at 4% or $86,743 at 6%.
201719$1,348,334$100,754$11,195iApproximate average salary by contribution assumption: employee only about $279,872 at 4% or $186,581 at 6%; with 50% employer match about $186,581 at 4% or $124,388 at 6%; with 100% employer match about $139,936 at 4% or $93,291 at 6%.
Courtesy Mortgage Company 401(K) Plan-9$1,348,334$100,754$11,195iApproximate average salary by contribution assumption: employee only about $279,872 at 4% or $186,581 at 6%; with 50% employer match about $186,581 at 4% or $124,388 at 6%; with 100% employer match about $139,936 at 4% or $93,291 at 6%.
201619$1,051,404$65,327$7,259iApproximate average salary by contribution assumption: employee only about $181,464 at 4% or $120,976 at 6%; with 50% employer match about $120,976 at 4% or $80,651 at 6%; with 100% employer match about $90,732 at 4% or $60,488 at 6%.
Courtesy Mortgage Company 401(K) Plan-9$1,051,404$65,327$7,259iApproximate average salary by contribution assumption: employee only about $181,464 at 4% or $120,976 at 6%; with 50% employer match about $120,976 at 4% or $80,651 at 6%; with 100% employer match about $90,732 at 4% or $60,488 at 6%.
2015110$852,492$79,966$7,997iApproximate average salary by contribution assumption: employee only about $199,915 at 4% or $133,277 at 6%; with 50% employer match about $133,277 at 4% or $88,851 at 6%; with 100% employer match about $99,958 at 4% or $66,638 at 6%.
Courtesy Mortgage Company 401(K) Plan-10$852,492$79,966$7,997iApproximate average salary by contribution assumption: employee only about $199,915 at 4% or $133,277 at 6%; with 50% employer match about $133,277 at 4% or $88,851 at 6%; with 100% employer match about $99,958 at 4% or $66,638 at 6%.
2014111$813,005$67,947$6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%.
Courtesy Mortgage Company 401(K) Plan-11$813,005$67,947$6,177iApproximate average salary by contribution assumption: employee only about $154,425 at 4% or $102,950 at 6%; with 50% employer match about $102,950 at 4% or $68,633 at 6%; with 100% employer match about $77,213 at 4% or $51,475 at 6%.
2013110$792,882$71,742$7,174iApproximate average salary by contribution assumption: employee only about $179,355 at 4% or $119,570 at 6%; with 50% employer match about $119,570 at 4% or $79,713 at 6%; with 100% employer match about $89,678 at 4% or $59,785 at 6%.
Courtesy Mortgage Company 401(K) Plan-10$792,882$71,742$7,174iApproximate average salary by contribution assumption: employee only about $179,355 at 4% or $119,570 at 6%; with 50% employer match about $119,570 at 4% or $79,713 at 6%; with 100% employer match about $89,678 at 4% or $59,785 at 6%.
2012110$570,092$51,000$5,100iApproximate average salary by contribution assumption: employee only about $127,500 at 4% or $85,000 at 6%; with 50% employer match about $85,000 at 4% or $56,667 at 6%; with 100% employer match about $63,750 at 4% or $42,500 at 6%.
Courtesy Mortgage Company 401(K) Plan-10$570,092$51,000$5,100iApproximate average salary by contribution assumption: employee only about $127,500 at 4% or $85,000 at 6%; with 50% employer match about $85,000 at 4% or $56,667 at 6%; with 100% employer match about $63,750 at 4% or $42,500 at 6%.
2011116$534,890$35,022$2,189iApproximate average salary by contribution assumption: employee only about $54,722 at 4% or $36,481 at 6%; with 50% employer match about $36,481 at 4% or $24,321 at 6%; with 100% employer match about $27,361 at 4% or $18,241 at 6%.
Courtesy Mortgage Company 401(K) Plan-16$534,890$35,022$2,189iApproximate average salary by contribution assumption: employee only about $54,722 at 4% or $36,481 at 6%; with 50% employer match about $36,481 at 4% or $24,321 at 6%; with 100% employer match about $27,361 at 4% or $18,241 at 6%.
2010117$532,917$55,954$3,291iApproximate average salary by contribution assumption: employee only about $82,285 at 4% or $54,857 at 6%; with 50% employer match about $54,857 at 4% or $36,571 at 6%; with 100% employer match about $41,143 at 4% or $27,428 at 6%.
Courtesy Mortgage Company 401(K) Plan-17$532,917$55,954$3,291iApproximate average salary by contribution assumption: employee only about $82,285 at 4% or $54,857 at 6%; with 50% employer match about $54,857 at 4% or $36,571 at 6%; with 100% employer match about $41,143 at 4% or $27,428 at 6%.
200915$403,438$41,921$8,384iApproximate average salary by contribution assumption: employee only about $209,605 at 4% or $139,737 at 6%; with 50% employer match about $139,737 at 4% or $93,158 at 6%; with 100% employer match about $104,803 at 4% or $69,868 at 6%.
Courtesy Mortgage Company 401(K) Plan-5$403,438$41,921$8,384iApproximate average salary by contribution assumption: employee only about $209,605 at 4% or $139,737 at 6%; with 50% employer match about $139,737 at 4% or $93,158 at 6%; with 100% employer match about $104,803 at 4% or $69,868 at 6%.
200817$349,300$38,487$5,498iApproximate average salary by contribution assumption: employee only about $137,454 at 4% or $91,636 at 6%; with 50% employer match about $91,636 at 4% or $61,090 at 6%; with 100% employer match about $68,727 at 4% or $45,818 at 6%.
Courtesy Mortgage Company 401(K) Plan-7$349,300$38,487$5,498iApproximate average salary by contribution assumption: employee only about $137,454 at 4% or $91,636 at 6%; with 50% employer match about $91,636 at 4% or $61,090 at 6%; with 100% employer match about $68,727 at 4% or $45,818 at 6%.
200717$0$0-
Courtesy Mortgage Company 401(K) Plan-7---
2006134$735,329$90,833$2,672iApproximate average salary by contribution assumption: employee only about $66,789 at 4% or $44,526 at 6%; with 50% employer match about $44,526 at 4% or $29,684 at 6%; with 100% employer match about $33,394 at 4% or $22,263 at 6%.
Courtesy Mortgage Company 401(K) Plan-34$735,329$90,833$2,672iApproximate average salary by contribution assumption: employee only about $66,789 at 4% or $44,526 at 6%; with 50% employer match about $44,526 at 4% or $29,684 at 6%; with 100% employer match about $33,394 at 4% or $22,263 at 6%.
2005124$571,890$114,239$4,760iApproximate average salary by contribution assumption: employee only about $118,999 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,888 at 6%; with 100% employer match about $59,499 at 4% or $39,666 at 6%.
Courtesy Mortgage Company 401(K) Plan-24$571,890$114,239$4,760iApproximate average salary by contribution assumption: employee only about $118,999 at 4% or $79,333 at 6%; with 50% employer match about $79,333 at 4% or $52,888 at 6%; with 100% employer match about $59,499 at 4% or $39,666 at 6%.
2004125$591,435$176,156$7,046iApproximate average salary by contribution assumption: employee only about $176,156 at 4% or $117,437 at 6%; with 50% employer match about $117,437 at 4% or $78,292 at 6%; with 100% employer match about $88,078 at 4% or $58,719 at 6%.
Courtesy Mortgage Company 401(K) Plan-25$591,435$176,156$7,046iApproximate average salary by contribution assumption: employee only about $176,156 at 4% or $117,437 at 6%; with 50% employer match about $117,437 at 4% or $78,292 at 6%; with 100% employer match about $88,078 at 4% or $58,719 at 6%.
2003122$423,180$158,829$7,220iApproximate average salary by contribution assumption: employee only about $180,488 at 4% or $120,325 at 6%; with 50% employer match about $120,325 at 4% or $80,217 at 6%; with 100% employer match about $90,244 at 4% or $60,163 at 6%.
Courtesy Mortgage Company 401(K) Plan-22$423,180$158,829$7,220iApproximate average salary by contribution assumption: employee only about $180,488 at 4% or $120,325 at 6%; with 50% employer match about $120,325 at 4% or $80,217 at 6%; with 100% employer match about $90,244 at 4% or $60,163 at 6%.
2002114$181,491$148,954$10,640iApproximate average salary by contribution assumption: employee only about $265,989 at 4% or $177,326 at 6%; with 50% employer match about $177,326 at 4% or $118,217 at 6%; with 100% employer match about $132,995 at 4% or $88,663 at 6%.
Courtesy Mortgage Company 401(K) Plan-14$181,491$148,954$10,640iApproximate average salary by contribution assumption: employee only about $265,989 at 4% or $177,326 at 6%; with 50% employer match about $177,326 at 4% or $118,217 at 6%; with 100% employer match about $132,995 at 4% or $88,663 at 6%.
200118$0$0-
Courtesy Mortgage Company 401(K) Plan-8---