Fidelity bond in place
Yes
Filing7601 France Avenue SouthSuite 170Edina, MN 55435
Tradition Mortgage 401K Plan
Tradition Mortgage LLC • EIN 41-1925607 • Edina, MN • Plan year 2000
Filing Insights
Participants
Down20 → 16
-4 • -20.00%
Assets
Up$54,732 → $153,055
$98,323 • 179.64%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $98,323
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 66 | $19,207,686 | $632,179 | $9,578iApproximate average salary by contribution assumption: employee only about $239,462 at 4% or $159,641 at 6%; with 50% employer match about $159,641 at 4% or $106,427 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%. |
| Tradition Mortgage 401K Plan | - | 66 | $19,207,686 | $632,179 | $9,578iApproximate average salary by contribution assumption: employee only about $239,462 at 4% or $159,641 at 6%; with 50% employer match about $159,641 at 4% or $106,427 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%. |
| 2024 | 1 | 65 | $16,338,280 | $584,624 | $8,994iApproximate average salary by contribution assumption: employee only about $224,855 at 4% or $149,904 at 6%; with 50% employer match about $149,904 at 4% or $99,936 at 6%; with 100% employer match about $112,428 at 4% or $74,952 at 6%. |
| Tradition Mortgage 401K Plan | - | 65 | $16,338,280 | $584,624 | $8,994iApproximate average salary by contribution assumption: employee only about $224,855 at 4% or $149,904 at 6%; with 50% employer match about $149,904 at 4% or $99,936 at 6%; with 100% employer match about $112,428 at 4% or $74,952 at 6%. |
| 2023 | 1 | 72 | $14,381,849 | $613,082 | $8,515iApproximate average salary by contribution assumption: employee only about $212,876 at 4% or $141,917 at 6%; with 50% employer match about $141,917 at 4% or $94,611 at 6%; with 100% employer match about $106,438 at 4% or $70,959 at 6%. |
| Tradition Mortgage 401K Plan | - | 72 | $14,381,849 | $613,082 | $8,515iApproximate average salary by contribution assumption: employee only about $212,876 at 4% or $141,917 at 6%; with 50% employer match about $141,917 at 4% or $94,611 at 6%; with 100% employer match about $106,438 at 4% or $70,959 at 6%. |
| 2022 | 1 | 76 | $12,272,819 | $854,318 | $11,241iApproximate average salary by contribution assumption: employee only about $281,026 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%. |
| Tradition Mortgage 401K Plan | - | 76 | $12,272,819 | $854,318 | $11,241iApproximate average salary by contribution assumption: employee only about $281,026 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%. |
| 2021 | 1 | 71 | $13,424,657 | $1,135,468 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,695 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| Tradition Mortgage 401K Plan | - | 71 | $13,424,657 | $1,135,468 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,695 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| 2020 | 1 | 64 | $11,061,831 | $915,292 | $14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%. |
| Tradition Mortgage 401K Plan | - | 64 | $11,061,831 | $915,292 | $14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%. |
| 2019 | 1 | 134 | $14,040,805 | $1,355,268 | $10,114iApproximate average salary by contribution assumption: employee only about $252,849 at 4% or $168,566 at 6%; with 50% employer match about $168,566 at 4% or $112,377 at 6%; with 100% employer match about $126,424 at 4% or $84,283 at 6%. |
| Tradition Mortgage 401K Plan | - | 134 | $14,040,805 | $1,355,268 | $10,114iApproximate average salary by contribution assumption: employee only about $252,849 at 4% or $168,566 at 6%; with 50% employer match about $168,566 at 4% or $112,377 at 6%; with 100% employer match about $126,424 at 4% or $84,283 at 6%. |
| 2018 | 1 | 132 | $10,708,622 | $1,255,416 | $9,511iApproximate average salary by contribution assumption: employee only about $237,768 at 4% or $158,512 at 6%; with 50% employer match about $158,512 at 4% or $105,675 at 6%; with 100% employer match about $118,884 at 4% or $79,256 at 6%. |
| Tradition Mortgage 401K Plan | - | 132 | $10,708,622 | $1,255,416 | $9,511iApproximate average salary by contribution assumption: employee only about $237,768 at 4% or $158,512 at 6%; with 50% employer match about $158,512 at 4% or $105,675 at 6%; with 100% employer match about $118,884 at 4% or $79,256 at 6%. |
| 2017 | 1 | 135 | $10,248,384 | $1,007,003 | $7,459iApproximate average salary by contribution assumption: employee only about $186,482 at 4% or $124,321 at 6%; with 50% employer match about $124,321 at 4% or $82,881 at 6%; with 100% employer match about $93,241 at 4% or $62,161 at 6%. |
| Tradition Mortgage 401K Plan | - | 135 | $10,248,384 | $1,007,003 | $7,459iApproximate average salary by contribution assumption: employee only about $186,482 at 4% or $124,321 at 6%; with 50% employer match about $124,321 at 4% or $82,881 at 6%; with 100% employer match about $93,241 at 4% or $62,161 at 6%. |
| 2016 | 1 | 102 | $7,949,723 | $1,024,718 | $10,046iApproximate average salary by contribution assumption: employee only about $251,156 at 4% or $167,438 at 6%; with 50% employer match about $167,438 at 4% or $111,625 at 6%; with 100% employer match about $125,578 at 4% or $83,719 at 6%. |
| Tradition Mortgage 401K Plan | - | 102 | $7,949,723 | $1,024,718 | $10,046iApproximate average salary by contribution assumption: employee only about $251,156 at 4% or $167,438 at 6%; with 50% employer match about $167,438 at 4% or $111,625 at 6%; with 100% employer match about $125,578 at 4% or $83,719 at 6%. |
| 2015 | 1 | 88 | $6,334,336 | $885,928 | $10,067iApproximate average salary by contribution assumption: employee only about $251,684 at 4% or $167,789 at 6%; with 50% employer match about $167,789 at 4% or $111,860 at 6%; with 100% employer match about $125,842 at 4% or $83,895 at 6%. |
| Tradition Mortgage 401K Plan | - | 88 | $6,334,336 | $885,928 | $10,067iApproximate average salary by contribution assumption: employee only about $251,684 at 4% or $167,789 at 6%; with 50% employer match about $167,789 at 4% or $111,860 at 6%; with 100% employer match about $125,842 at 4% or $83,895 at 6%. |
| 2014 | 1 | 82 | $5,659,819 | $548,194 | $6,685iApproximate average salary by contribution assumption: employee only about $167,132 at 4% or $111,422 at 6%; with 50% employer match about $111,422 at 4% or $74,281 at 6%; with 100% employer match about $83,566 at 4% or $55,711 at 6%. |
| Tradition Mortgage 401K Plan | - | 82 | $5,659,819 | $548,194 | $6,685iApproximate average salary by contribution assumption: employee only about $167,132 at 4% or $111,422 at 6%; with 50% employer match about $111,422 at 4% or $74,281 at 6%; with 100% employer match about $83,566 at 4% or $55,711 at 6%. |
| 2013 | 1 | 76 | $5,032,568 | $562,559 | $7,402iApproximate average salary by contribution assumption: employee only about $185,052 at 4% or $123,368 at 6%; with 50% employer match about $123,368 at 4% or $82,245 at 6%; with 100% employer match about $92,526 at 4% or $61,684 at 6%. |
| Tradition Mortgage 401K Plan | - | 76 | $5,032,568 | $562,559 | $7,402iApproximate average salary by contribution assumption: employee only about $185,052 at 4% or $123,368 at 6%; with 50% employer match about $123,368 at 4% or $82,245 at 6%; with 100% employer match about $92,526 at 4% or $61,684 at 6%. |
| 2012 | 1 | 74 | $3,876,268 | $392,533 | $5,305iApproximate average salary by contribution assumption: employee only about $132,613 at 4% or $88,408 at 6%; with 50% employer match about $88,408 at 4% or $58,939 at 6%; with 100% employer match about $66,306 at 4% or $44,204 at 6%. |
| Tradition Mortgage 401K Plan | - | 74 | $3,876,268 | $392,533 | $5,305iApproximate average salary by contribution assumption: employee only about $132,613 at 4% or $88,408 at 6%; with 50% employer match about $88,408 at 4% or $58,939 at 6%; with 100% employer match about $66,306 at 4% or $44,204 at 6%. |
| 2011 | 1 | 84 | $3,415,827 | $368,663 | $4,389iApproximate average salary by contribution assumption: employee only about $109,721 at 4% or $73,147 at 6%; with 50% employer match about $73,147 at 4% or $48,765 at 6%; with 100% employer match about $54,861 at 4% or $36,574 at 6%. |
| Tradition Mortgage 401K Plan | - | 84 | $3,415,827 | $368,663 | $4,389iApproximate average salary by contribution assumption: employee only about $109,721 at 4% or $73,147 at 6%; with 50% employer match about $73,147 at 4% or $48,765 at 6%; with 100% employer match about $54,861 at 4% or $36,574 at 6%. |
| 2010 | 1 | 82 | $3,940,438 | $451,049 | $5,501iApproximate average salary by contribution assumption: employee only about $137,515 at 4% or $91,677 at 6%; with 50% employer match about $91,677 at 4% or $61,118 at 6%; with 100% employer match about $68,757 at 4% or $45,838 at 6%. |
| Tradition Mortgage 401K Plan | - | 82 | $3,940,438 | $451,049 | $5,501iApproximate average salary by contribution assumption: employee only about $137,515 at 4% or $91,677 at 6%; with 50% employer match about $91,677 at 4% or $61,118 at 6%; with 100% employer match about $68,757 at 4% or $45,838 at 6%. |
| 2009 | 1 | 96 | $3,710,108 | $492,141 | $5,126iApproximate average salary by contribution assumption: employee only about $128,162 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,961 at 6%; with 100% employer match about $64,081 at 4% or $42,721 at 6%. |
| Tradition Mortgage 401K Plan | - | 96 | $3,710,108 | $492,141 | $5,126iApproximate average salary by contribution assumption: employee only about $128,162 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,961 at 6%; with 100% employer match about $64,081 at 4% or $42,721 at 6%. |
| 2008 | 1 | 86 | $2,551,388 | $666,890 | $7,755iApproximate average salary by contribution assumption: employee only about $193,863 at 4% or $129,242 at 6%; with 50% employer match about $129,242 at 4% or $86,161 at 6%; with 100% employer match about $96,932 at 4% or $64,621 at 6%. |
| Tradition Mortgage 401K Plan | - | 86 | $2,551,388 | $666,890 | $7,755iApproximate average salary by contribution assumption: employee only about $193,863 at 4% or $129,242 at 6%; with 50% employer match about $129,242 at 4% or $86,161 at 6%; with 100% employer match about $96,932 at 4% or $64,621 at 6%. |
| 2007 | 1 | 73 | $0 | $0 | - |
| Tradition Mortgage 401K Plan | - | 73 | - | - | - |
| 2006 | 1 | 77 | $2,949,253 | $542,806 | $7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,490 at 6%; with 50% employer match about $117,490 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%. |
| Tradition Mortgage 401K Plan | - | 77 | $2,949,253 | $542,806 | $7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,490 at 6%; with 50% employer match about $117,490 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%. |
| 2005 | 1 | 79 | $2,122,819 | $513,878 | $6,505iApproximate average salary by contribution assumption: employee only about $162,620 at 4% or $108,413 at 6%; with 50% employer match about $108,413 at 4% or $72,275 at 6%; with 100% employer match about $81,310 at 4% or $54,207 at 6%. |
| Tradition Mortgage 401K Plan | - | 79 | $2,122,819 | $513,878 | $6,505iApproximate average salary by contribution assumption: employee only about $162,620 at 4% or $108,413 at 6%; with 50% employer match about $108,413 at 4% or $72,275 at 6%; with 100% employer match about $81,310 at 4% or $54,207 at 6%. |
| 2004 | 1 | 79 | $1,678,358 | $527,356 | $6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,442 at 4% or $55,628 at 6%. |
| Tradition Mortgage 401K Plan | - | 79 | $1,678,358 | $527,356 | $6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,442 at 4% or $55,628 at 6%. |
| 2003 | 1 | 71 | $1,033,987 | $410,120 | $5,776iApproximate average salary by contribution assumption: employee only about $144,408 at 4% or $96,272 at 6%; with 50% employer match about $96,272 at 4% or $64,182 at 6%; with 100% employer match about $72,204 at 4% or $48,136 at 6%. |
| Tradition Mortgage 401K Plan | - | 71 | $1,033,987 | $410,120 | $5,776iApproximate average salary by contribution assumption: employee only about $144,408 at 4% or $96,272 at 6%; with 50% employer match about $96,272 at 4% or $64,182 at 6%; with 100% employer match about $72,204 at 4% or $48,136 at 6%. |
| 2002 | 1 | 47 | $448,866 | $296,754 | $6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%. |
| Tradition Mortgage 401K Plan | - | 47 | $448,866 | $296,754 | $6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%. |
| 2001 | 1 | 22 | $276,459 | $179,904 | $8,177iApproximate average salary by contribution assumption: employee only about $204,436 at 4% or $136,291 at 6%; with 50% employer match about $136,291 at 4% or $90,861 at 6%; with 100% employer match about $102,218 at 4% or $68,145 at 6%. |
| Tradition Mortgage 401K Plan | - | 22 | $276,459 | $179,904 | $8,177iApproximate average salary by contribution assumption: employee only about $204,436 at 4% or $136,291 at 6%; with 50% employer match about $136,291 at 4% or $90,861 at 6%; with 100% employer match about $102,218 at 4% or $68,145 at 6%. |
| 2000 | 1 | 16 | $153,055 | $117,613 | $7,351iApproximate average salary by contribution assumption: employee only about $183,770 at 4% or $122,514 at 6%; with 50% employer match about $122,514 at 4% or $81,676 at 6%; with 100% employer match about $91,885 at 4% or $61,257 at 6%. |
| Tradition Mortgage 401K Plan | Current | 16 | $153,055 | $117,613 | $7,351iApproximate average salary by contribution assumption: employee only about $183,770 at 4% or $122,514 at 6%; with 50% employer match about $122,514 at 4% or $81,676 at 6%; with 100% employer match about $91,885 at 4% or $61,257 at 6%. |
| 1999 | 1 | 17 | $54,732 | $51,351 | $3,021iApproximate average salary by contribution assumption: employee only about $75,516 at 4% or $50,344 at 6%; with 50% employer match about $50,344 at 4% or $33,563 at 6%; with 100% employer match about $37,758 at 4% or $25,172 at 6%. |
| Tradition Mortgage 401K Plan | - | 17 | $54,732 | $51,351 | $3,021iApproximate average salary by contribution assumption: employee only about $75,516 at 4% or $50,344 at 6%; with 50% employer match about $50,344 at 4% or $33,563 at 6%; with 100% employer match about $37,758 at 4% or $25,172 at 6%. |
Schedule Details
Schedule I
Schedule I Financial Statement
Small plan result
Balance sheet and activity values reported by the filer for this small-plan annual return.
End-of-year assets$153,055$98,323 change
Balance Sheet
Beginning and end of plan year.
Total assets$54,732$153,055Increase +$98,323 (179.64%)
Total liabilities$0$0No change $0
Net assets$54,732$153,055Increase +$98,323 (179.64%)
Contributions
Employer contributions$0
Participant contributions$108,530
Other contributions$9,083
Income & Expenses
Total income$98,323
Total expenses$0
Net income$98,323
Source fields
- Schedule I source fields
- Filing Id
- 84037008151042
- Schedule I EIN
- 41-1925607
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $54,732
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $54,732
- Small plan total assets at end of year
- $153,055
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $153,055
- Small plan employer contributions
- $0
- Small plan participant contributions
- $108,530
- Small Oth Contribution Rcvd Amount
- $9,083
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-19,290
- Small plan total income
- $98,323
- Small plan total benefit distributions
- $0
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $0
- Small plan net income or loss
- $98,323
- Small Total Plan Transfers Amount
- $0
- Small Joint Venture End of year Indicator
- No
- Small Joint Venture End of year Amount
- $0
- Small Employer Prop End of year Indicator
- No
- Small Employer Prop End of year Amount
- $0
- Small Investment Real Est End of year I
- 2
- Small Investment Real Est End of year A
- 0
- Small Employer Sec End of year Indicator
- No
- Small Employer Sec End of year Amount
- $0
- Small Mortg Participants End of year Indicator
- No
- Small Mortg Participants End of year Amount
- $0
- Small Oth Lns Participants End of year Indicator
- No
- Small Oth Lns Participants End of year Amount
- $0
- Small Personal Prop End of year Indicator
- No
- Small Personal Prop End of year Amount
- $0
- Small Fail Xmt Ctb I
- 2
- Small Fail Xmt Ctb A
- 0
- Small plan participant loans in default
- No
- Small Loans In Default Amount
- $0
- Small plan leases in default
- No
- Small Leases In Default Amount
- $0
- Small Pt In Interest Not Reported I
- 2
- Small Pt In Interest Not Reported A
- 0
- Small plan fidelity bond in place
- Yes
- Small plan fidelity bond amount
- $50,000
- Small plan loss discovered during year
- No
- Small Loss Discovered Dur Year Amount
- $0
- Small plan assets with undetermined value
- No
- Small Asset Undeterm Valuation Amount
- $0
- Small plan non-cash contributions reported
- No
- Small Non Cash Contribution Amount
- $0
- Small 20 Percent Sngl Investment Indicator
- Yes
- Small 20 Percent Sngl Investment Amount
- $90,607
- Small plan all plan assets distributed
- No
- Small plan resolution to terminate plan adopted
- No
- Small Res Terminate Plan Adpt Amount
- $0