Civic Intelligence

Perl Mortgage Inc.

Plan context: Perl Mortgage Inc. Employees' 401(K) Plan & Trust

EIN 36-3987946 • 14 filings • 2 plans

Current Snapshot

Latest Year

2019

2019 Participants

335

2019 Assets

$9,562,397

2019 Contributions

$183,682

Historical Graphs

Total Assets Over Time

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

$10,162,451$5,081,226$0201120152018YearValue
$9,562,397Latest year 2018

Participants Over Time

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

4302150201120152018YearValue
335Latest year 2018

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
201910$0$183,682-
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-0-$183,682-
20181335$9,562,397$2,121,763$6,334iApproximate average salary by contribution assumption: employee only about $158,341 at 4% or $105,560 at 6%; with 50% employer match about $105,560 at 4% or $70,374 at 6%; with 100% employer match about $79,170 at 4% or $52,780 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-335$9,562,397$2,121,763$6,334iApproximate average salary by contribution assumption: employee only about $158,341 at 4% or $105,560 at 6%; with 50% employer match about $105,560 at 4% or $70,374 at 6%; with 100% employer match about $79,170 at 4% or $52,780 at 6%.
20172430$10,162,451$2,549,099$5,928iApproximate average salary by contribution assumption: employee only about $148,203 at 4% or $98,802 at 6%; with 50% employer match about $98,802 at 4% or $65,868 at 6%; with 100% employer match about $74,102 at 4% or $49,401 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-430$10,162,451$2,549,099$5,928iApproximate average salary by contribution assumption: employee only about $148,203 at 4% or $98,802 at 6%; with 50% employer match about $98,802 at 4% or $65,868 at 6%; with 100% employer match about $74,102 at 4% or $49,401 at 6%.
Perl Mortgage Health & Welfare Plan-288---
20162402$6,740,980$1,988,931$4,948iApproximate average salary by contribution assumption: employee only about $123,690 at 4% or $82,460 at 6%; with 50% employer match about $82,460 at 4% or $54,973 at 6%; with 100% employer match about $61,845 at 4% or $41,230 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-402$6,740,980$1,988,931$4,948iApproximate average salary by contribution assumption: employee only about $123,690 at 4% or $82,460 at 6%; with 50% employer match about $82,460 at 4% or $54,973 at 6%; with 100% employer match about $61,845 at 4% or $41,230 at 6%.
Perl Mortgage Health & Welfare Plan-334---
20152285$4,824,897$1,398,211$4,906iApproximate average salary by contribution assumption: employee only about $122,650 at 4% or $81,767 at 6%; with 50% employer match about $81,767 at 4% or $54,511 at 6%; with 100% employer match about $61,325 at 4% or $40,883 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-285$4,824,897$1,398,211$4,906iApproximate average salary by contribution assumption: employee only about $122,650 at 4% or $81,767 at 6%; with 50% employer match about $81,767 at 4% or $54,511 at 6%; with 100% employer match about $61,325 at 4% or $40,883 at 6%.
Perl Mortgage Health & Welfare Plan-203---
20142212$3,481,868$847,630$3,998iApproximate average salary by contribution assumption: employee only about $99,956 at 4% or $66,638 at 6%; with 50% employer match about $66,638 at 4% or $44,425 at 6%; with 100% employer match about $49,978 at 4% or $33,319 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-212$3,481,868$847,630$3,998iApproximate average salary by contribution assumption: employee only about $99,956 at 4% or $66,638 at 6%; with 50% employer match about $66,638 at 4% or $44,425 at 6%; with 100% employer match about $49,978 at 4% or $33,319 at 6%.
Perl Mortgage Health & Welfare Plan-141---
20132208$2,588,248$726,231$3,491iApproximate average salary by contribution assumption: employee only about $87,287 at 4% or $58,192 at 6%; with 50% employer match about $58,192 at 4% or $38,794 at 6%; with 100% employer match about $43,644 at 4% or $29,096 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-208$2,588,248$726,231$3,491iApproximate average salary by contribution assumption: employee only about $87,287 at 4% or $58,192 at 6%; with 50% employer match about $58,192 at 4% or $38,794 at 6%; with 100% employer match about $43,644 at 4% or $29,096 at 6%.
Perl Mortgage Health & Welfare Plan-132---
20121174$1,552,719$875,360$5,031iApproximate average salary by contribution assumption: employee only about $125,770 at 4% or $83,847 at 6%; with 50% employer match about $83,847 at 4% or $55,898 at 6%; with 100% employer match about $62,885 at 4% or $41,923 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-174$1,552,719$875,360$5,031iApproximate average salary by contribution assumption: employee only about $125,770 at 4% or $83,847 at 6%; with 50% employer match about $83,847 at 4% or $55,898 at 6%; with 100% employer match about $62,885 at 4% or $41,923 at 6%.
20111131$611,438$631,511$4,821iApproximate average salary by contribution assumption: employee only about $120,517 at 4% or $80,345 at 6%; with 50% employer match about $80,345 at 4% or $53,563 at 6%; with 100% employer match about $60,259 at 4% or $40,172 at 6%.
Perl Mortgage Inc. Employees' 401(K) Plan & Trust-131$611,438$631,511$4,821iApproximate average salary by contribution assumption: employee only about $120,517 at 4% or $80,345 at 6%; with 50% employer match about $80,345 at 4% or $53,563 at 6%; with 100% employer match about $60,259 at 4% or $40,172 at 6%.