Civic Intelligence

Unitrust Mortgage Inc.

Plan context: Unitrust Mortgage Inc. 401(K) Plan

EIN 33-0782061 • San Diego, CA • 23 filings • 4 plans

9984 Scripps Ranch Blvd, Suite 133San Diego, CA 92131-1370
Current Snapshot

Latest Year

2021

2021 Participants

7

2021 Assets

$332,510

2021 Contributions

$5,244

Historical Graphs

Total Assets Over Time

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

$2,454,864$1,227,432$0200320122020YearValue
$332,510Latest year 2020

Participants Over Time

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

1050200320092020YearValue
7Latest year 2020

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
202110$0$0-
Unitrust Mortgage Inc. 401(K) Plan-0$0$0-
202017$332,510$0-
Unitrust Mortgage Inc. 401(K) Plan-7$332,510$0-
201917$336,516$0-
Unitrust Mortgage Inc. 401(K) Plan-7$336,516--
201810$1,421,019$0-
Unitrust Mortgage Inc. 401(K) Plan-0$1,421,019--
201710$1,544,445$0-
Unitrust Mortgage Inc. 401(K) Plan-0$1,544,445--
201610$1,568,834$0-
Unitrust Mortgage Inc. 401(K) Plan-0$1,568,834--
201510$1,720,080$0-
Unitrust Mortgage Inc. 401(K) Plan-0$1,720,080--
201410$1,847,764$0-
Unitrust Mortgage Inc. 401(K) Plan-0$1,847,764--
201310$2,454,864$0-
Unitrust Mortgage Inc. 401(K) Plan-0$2,454,864--
201212$2,348,189$0-
Unitrust Mortgage Inc. 401(K) Plan-2$2,348,189--
201113$2,184,831$0-
Unitrust Mortgage Inc. 401(K) Plan-3$2,184,831--
201016$2,055,840$5,244$874iApproximate average salary by contribution assumption: employee only about $21,850 at 4% or $14,567 at 6%; with 50% employer match about $14,567 at 4% or $9,711 at 6%; with 100% employer match about $10,925 at 4% or $7,283 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-6$2,055,840$5,244$874iApproximate average salary by contribution assumption: employee only about $21,850 at 4% or $14,567 at 6%; with 50% employer match about $14,567 at 4% or $9,711 at 6%; with 100% employer match about $10,925 at 4% or $7,283 at 6%.
200915$1,918,902$4,068$814iApproximate average salary by contribution assumption: employee only about $20,340 at 4% or $13,560 at 6%; with 50% employer match about $13,560 at 4% or $9,040 at 6%; with 100% employer match about $10,170 at 4% or $6,780 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-5$1,918,902$4,068$814iApproximate average salary by contribution assumption: employee only about $20,340 at 4% or $13,560 at 6%; with 50% employer match about $13,560 at 4% or $9,040 at 6%; with 100% employer match about $10,170 at 4% or $6,780 at 6%.
200816$1,789,208$824,075$137,346iApproximate average salary by contribution assumption: employee only about $3,433,646 at 4% or $2,289,097 at 6%; with 50% employer match about $2,289,097 at 4% or $1,526,065 at 6%; with 100% employer match about $1,716,823 at 4% or $1,144,549 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-6$1,789,208$824,075$137,346iApproximate average salary by contribution assumption: employee only about $3,433,646 at 4% or $2,289,097 at 6%; with 50% employer match about $2,289,097 at 4% or $1,526,065 at 6%; with 100% employer match about $1,716,823 at 4% or $1,144,549 at 6%.
2007210$575,031$87,570$8,757iApproximate average salary by contribution assumption: employee only about $218,925 at 4% or $145,950 at 6%; with 50% employer match about $145,950 at 4% or $97,300 at 6%; with 100% employer match about $109,463 at 4% or $72,975 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-10$575,031$87,570$8,757iApproximate average salary by contribution assumption: employee only about $218,925 at 4% or $145,950 at 6%; with 50% employer match about $145,950 at 4% or $97,300 at 6%; with 100% employer match about $109,463 at 4% or $72,975 at 6%.
UNITRUST MORTGAGE, INC. DEFINED BENEFIT PENSION PLAN-0---
200614$792,150$16,750$4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%.
UNITRUST MORTGAGE, INC. DEFINED BENEFIT PENSION PLAN-4$792,150$16,750$4,188iApproximate average salary by contribution assumption: employee only about $104,688 at 4% or $69,792 at 6%; with 50% employer match about $69,792 at 4% or $46,528 at 6%; with 100% employer match about $52,344 at 4% or $34,896 at 6%.
200524$1,044,215$157,450$39,363iApproximate average salary by contribution assumption: employee only about $984,063 at 4% or $656,042 at 6%; with 50% employer match about $656,042 at 4% or $437,361 at 6%; with 100% employer match about $492,031 at 4% or $328,021 at 6%.
UNITRUST MORTGAGE, INC. DEFINED BENEFIT PENSION PLAN-4$702,209$89,000$22,250iApproximate average salary by contribution assumption: employee only about $556,250 at 4% or $370,833 at 6%; with 50% employer match about $370,833 at 4% or $247,222 at 6%; with 100% employer match about $278,125 at 4% or $185,417 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-4$342,006$68,450$17,113iApproximate average salary by contribution assumption: employee only about $427,813 at 4% or $285,208 at 6%; with 50% employer match about $285,208 at 4% or $190,139 at 6%; with 100% employer match about $213,906 at 4% or $142,604 at 6%.
200428$773,571$357,270$44,659iApproximate average salary by contribution assumption: employee only about $1,116,469 at 4% or $744,313 at 6%; with 50% employer match about $744,313 at 4% or $496,208 at 6%; with 100% employer match about $558,234 at 4% or $372,156 at 6%.
UNITRUST MORTGAGE, INC DEFINED BENEFIT PENSION PLAN-4$530,121$209,600$52,400iApproximate average salary by contribution assumption: employee only about $1,310,000 at 4% or $873,333 at 6%; with 50% employer match about $873,333 at 4% or $582,222 at 6%; with 100% employer match about $655,000 at 4% or $436,667 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-8$243,450$147,670$18,459iApproximate average salary by contribution assumption: employee only about $461,469 at 4% or $307,646 at 6%; with 50% employer match about $307,646 at 4% or $205,097 at 6%; with 100% employer match about $230,734 at 4% or $153,823 at 6%.
200328$80,969$79,455$9,932iApproximate average salary by contribution assumption: employee only about $248,297 at 4% or $165,531 at 6%; with 50% employer match about $165,531 at 4% or $110,354 at 6%; with 100% employer match about $124,148 at 4% or $82,766 at 6%.
Unitrust Mortgage Inc. 401(K) Plan-8$80,969$79,455$9,932iApproximate average salary by contribution assumption: employee only about $248,297 at 4% or $165,531 at 6%; with 50% employer match about $165,531 at 4% or $110,354 at 6%; with 100% employer match about $124,148 at 4% or $82,766 at 6%.
UNITRUST MORTGAGE, INC DEFINED BENEFIT PENSION PLAN-4---