Civic Intelligence

Mortach Financial Services Inc.

Plan context: Mortach Financial 401(K)

EIN 34-1752908 • Avon, OH • 17 filings • 2 plans

3491 Napa Blvd.Avon, OH 44011
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$55,403

2024 Contributions

$23,661

Historical Graphs

Total Assets Over Time

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

$2,206,251$1,103,126$0201220182023YearValue
$55,403Latest year 2023

Participants Over Time

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

630201220182023YearValue
1Latest year 2023

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
202410$0$0-
Mortach Financial 401(K)-0$0--
202311$55,403$0-
Mortach Financial 401(K)-1$55,403--
202214$907,860$23,661$5,915iApproximate average salary by contribution assumption: employee only about $147,881 at 4% or $98,588 at 6%; with 50% employer match about $98,588 at 4% or $65,725 at 6%; with 100% employer match about $73,941 at 4% or $49,294 at 6%.
Mortach Financial 401(K)-4$907,860$23,661$5,915iApproximate average salary by contribution assumption: employee only about $147,881 at 4% or $98,588 at 6%; with 50% employer match about $98,588 at 4% or $65,725 at 6%; with 100% employer match about $73,941 at 4% or $49,294 at 6%.
202116$1,068,836$74,864$12,477iApproximate average salary by contribution assumption: employee only about $311,933 at 4% or $207,956 at 6%; with 50% employer match about $207,956 at 4% or $138,637 at 6%; with 100% employer match about $155,967 at 4% or $103,978 at 6%.
Mortach Financial 401(K)-6$1,068,836$74,864$12,477iApproximate average salary by contribution assumption: employee only about $311,933 at 4% or $207,956 at 6%; with 50% employer match about $207,956 at 4% or $138,637 at 6%; with 100% employer match about $155,967 at 4% or $103,978 at 6%.
202016$1,026,833$154,090$25,682iApproximate average salary by contribution assumption: employee only about $642,042 at 4% or $428,028 at 6%; with 50% employer match about $428,028 at 4% or $285,352 at 6%; with 100% employer match about $321,021 at 4% or $214,014 at 6%.
Mortach Financial 401(K)-6$1,026,833$154,090$25,682iApproximate average salary by contribution assumption: employee only about $642,042 at 4% or $428,028 at 6%; with 50% employer match about $428,028 at 4% or $285,352 at 6%; with 100% employer match about $321,021 at 4% or $214,014 at 6%.
201926$844,409$144,024$24,004iApproximate average salary by contribution assumption: employee only about $600,100 at 4% or $400,067 at 6%; with 50% employer match about $400,067 at 4% or $266,711 at 6%; with 100% employer match about $300,050 at 4% or $200,033 at 6%.
Mortach Financial 401(K)-6$844,409$144,024$24,004iApproximate average salary by contribution assumption: employee only about $600,100 at 4% or $400,067 at 6%; with 50% employer match about $400,067 at 4% or $266,711 at 6%; with 100% employer match about $300,050 at 4% or $200,033 at 6%.
Mortach Financial Services Inc. Defined Benefit Plan-0$0$0-
201825$2,206,251$447,215$89,443iApproximate average salary by contribution assumption: employee only about $2,236,075 at 4% or $1,490,717 at 6%; with 50% employer match about $1,490,717 at 4% or $993,811 at 6%; with 100% employer match about $1,118,038 at 4% or $745,358 at 6%.
Mortach Financial Services Inc. Defined Benefit Plan-4$1,414,781$305,000$76,250iApproximate average salary by contribution assumption: employee only about $1,906,250 at 4% or $1,270,833 at 6%; with 50% employer match about $1,270,833 at 4% or $847,222 at 6%; with 100% employer match about $953,125 at 4% or $635,417 at 6%.
Mortach Financial 401(K)-5$791,470$142,215$28,443iApproximate average salary by contribution assumption: employee only about $711,075 at 4% or $474,050 at 6%; with 50% employer match about $474,050 at 4% or $316,033 at 6%; with 100% employer match about $355,538 at 4% or $237,025 at 6%.
201725$1,732,167$489,617$97,923iApproximate average salary by contribution assumption: employee only about $2,448,085 at 4% or $1,632,057 at 6%; with 50% employer match about $1,632,057 at 4% or $1,088,038 at 6%; with 100% employer match about $1,224,043 at 4% or $816,028 at 6%.
Mortach Financial Services Inc. Defined Benefit Plan-4$1,103,195$320,869$80,217iApproximate average salary by contribution assumption: employee only about $2,005,431 at 4% or $1,336,954 at 6%; with 50% employer match about $1,336,954 at 4% or $891,303 at 6%; with 100% employer match about $1,002,716 at 4% or $668,477 at 6%.
Mortach Financial 401(K)-5$628,972$168,748$33,750iApproximate average salary by contribution assumption: employee only about $843,740 at 4% or $562,493 at 6%; with 50% employer match about $562,493 at 4% or $374,996 at 6%; with 100% employer match about $421,870 at 4% or $281,247 at 6%.
201624$1,163,021$301,507$75,377iApproximate average salary by contribution assumption: employee only about $1,884,419 at 4% or $1,256,279 at 6%; with 50% employer match about $1,256,279 at 4% or $837,519 at 6%; with 100% employer match about $942,209 at 4% or $628,140 at 6%.
Mortach Financial Services Inc. Defined Benefit Plan-3$742,333$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Mortach Financial 401(K)-4$420,688$151,507$37,877iApproximate average salary by contribution assumption: employee only about $946,919 at 4% or $631,279 at 6%; with 50% employer match about $631,279 at 4% or $420,853 at 6%; with 100% employer match about $473,459 at 4% or $315,640 at 6%.
201514$476,231$294,876$73,719iApproximate average salary by contribution assumption: employee only about $1,842,975 at 4% or $1,228,650 at 6%; with 50% employer match about $1,228,650 at 4% or $819,100 at 6%; with 100% employer match about $921,488 at 4% or $614,325 at 6%.
Mortach Financial 401(K)-4$476,231$294,876$73,719iApproximate average salary by contribution assumption: employee only about $1,842,975 at 4% or $1,228,650 at 6%; with 50% employer match about $1,228,650 at 4% or $819,100 at 6%; with 100% employer match about $921,488 at 4% or $614,325 at 6%.
201413$179,080$65,710$21,903iApproximate average salary by contribution assumption: employee only about $547,583 at 4% or $365,056 at 6%; with 50% employer match about $365,056 at 4% or $243,370 at 6%; with 100% employer match about $273,792 at 4% or $182,528 at 6%.
Mortach Financial 401(K)-3$179,080$65,710$21,903iApproximate average salary by contribution assumption: employee only about $547,583 at 4% or $365,056 at 6%; with 50% employer match about $365,056 at 4% or $243,370 at 6%; with 100% employer match about $273,792 at 4% or $182,528 at 6%.
201313$169,137$45,328$15,109iApproximate average salary by contribution assumption: employee only about $377,733 at 4% or $251,822 at 6%; with 50% employer match about $251,822 at 4% or $167,881 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
Mortach Financial 401(K)-3$169,137$45,328$15,109iApproximate average salary by contribution assumption: employee only about $377,733 at 4% or $251,822 at 6%; with 50% employer match about $251,822 at 4% or $167,881 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
201212$145,092$17,795$8,898iApproximate average salary by contribution assumption: employee only about $222,438 at 4% or $148,292 at 6%; with 50% employer match about $148,292 at 4% or $98,861 at 6%; with 100% employer match about $111,219 at 4% or $74,146 at 6%.
Mortach Financial 401(K)-2$145,092$17,795$8,898iApproximate average salary by contribution assumption: employee only about $222,438 at 4% or $148,292 at 6%; with 50% employer match about $148,292 at 4% or $98,861 at 6%; with 100% employer match about $111,219 at 4% or $74,146 at 6%.