Civic Intelligence

Equity Source Mortgage Inc.

Plan context: Equity Source Mortgage Inc. 401(K) Profit Sharing Plan

EIN 41-1978156 • Elk River, MN • 12 filings • 1 plans

19230 Evans Street NWSuite 100Elk River, MN 55330
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,646,099

2024 Contributions

$2,353

Historical Graphs

Total Assets Over Time

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

$1,678,462$839,231$0201320182023YearValue
$1,646,099Latest year 2023

Participants Over Time

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

420201320182023YearValue
4Latest 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-
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-0$0$0-
202314$1,646,099$2,353$588iApproximate average salary by contribution assumption: employee only about $14,706 at 4% or $9,804 at 6%; with 50% employer match about $9,804 at 4% or $6,536 at 6%; with 100% employer match about $7,353 at 4% or $4,902 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-4$1,646,099$2,353$588iApproximate average salary by contribution assumption: employee only about $14,706 at 4% or $9,804 at 6%; with 50% employer match about $9,804 at 4% or $6,536 at 6%; with 100% employer match about $7,353 at 4% or $4,902 at 6%.
202214$1,406,814$36,157$9,039iApproximate average salary by contribution assumption: employee only about $225,981 at 4% or $150,654 at 6%; with 50% employer match about $150,654 at 4% or $100,436 at 6%; with 100% employer match about $112,991 at 4% or $75,327 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-4$1,406,814$36,157$9,039iApproximate average salary by contribution assumption: employee only about $225,981 at 4% or $150,654 at 6%; with 50% employer match about $150,654 at 4% or $100,436 at 6%; with 100% employer match about $112,991 at 4% or $75,327 at 6%.
202114$1,678,462$147,643$36,911iApproximate average salary by contribution assumption: employee only about $922,769 at 4% or $615,179 at 6%; with 50% employer match about $615,179 at 4% or $410,119 at 6%; with 100% employer match about $461,384 at 4% or $307,590 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-4$1,678,462$147,643$36,911iApproximate average salary by contribution assumption: employee only about $922,769 at 4% or $615,179 at 6%; with 50% employer match about $615,179 at 4% or $410,119 at 6%; with 100% employer match about $461,384 at 4% or $307,590 at 6%.
202013$1,336,990$159,229$53,076iApproximate average salary by contribution assumption: employee only about $1,326,908 at 4% or $884,606 at 6%; with 50% employer match about $884,606 at 4% or $589,737 at 6%; with 100% employer match about $663,454 at 4% or $442,303 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$1,336,990$159,229$53,076iApproximate average salary by contribution assumption: employee only about $1,326,908 at 4% or $884,606 at 6%; with 50% employer match about $884,606 at 4% or $589,737 at 6%; with 100% employer match about $663,454 at 4% or $442,303 at 6%.
201913$981,789$87,010$29,003iApproximate average salary by contribution assumption: employee only about $725,083 at 4% or $483,389 at 6%; with 50% employer match about $483,389 at 4% or $322,259 at 6%; with 100% employer match about $362,542 at 4% or $241,694 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$981,789$87,010$29,003iApproximate average salary by contribution assumption: employee only about $725,083 at 4% or $483,389 at 6%; with 50% employer match about $483,389 at 4% or $322,259 at 6%; with 100% employer match about $362,542 at 4% or $241,694 at 6%.
201813$727,218$5,643$1,881iApproximate average salary by contribution assumption: employee only about $47,025 at 4% or $31,350 at 6%; with 50% employer match about $31,350 at 4% or $20,900 at 6%; with 100% employer match about $23,513 at 4% or $15,675 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$727,218$5,643$1,881iApproximate average salary by contribution assumption: employee only about $47,025 at 4% or $31,350 at 6%; with 50% employer match about $31,350 at 4% or $20,900 at 6%; with 100% employer match about $23,513 at 4% or $15,675 at 6%.
201713$778,396$94,419$31,473iApproximate average salary by contribution assumption: employee only about $786,825 at 4% or $524,550 at 6%; with 50% employer match about $524,550 at 4% or $349,700 at 6%; with 100% employer match about $393,413 at 4% or $262,275 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$778,396$94,419$31,473iApproximate average salary by contribution assumption: employee only about $786,825 at 4% or $524,550 at 6%; with 50% employer match about $524,550 at 4% or $349,700 at 6%; with 100% employer match about $393,413 at 4% or $262,275 at 6%.
201613$567,203$96,934$32,311iApproximate average salary by contribution assumption: employee only about $807,783 at 4% or $538,522 at 6%; with 50% employer match about $538,522 at 4% or $359,015 at 6%; with 100% employer match about $403,892 at 4% or $269,261 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$567,203$96,934$32,311iApproximate average salary by contribution assumption: employee only about $807,783 at 4% or $538,522 at 6%; with 50% employer match about $538,522 at 4% or $359,015 at 6%; with 100% employer match about $403,892 at 4% or $269,261 at 6%.
201513$435,432$100,841$33,614iApproximate average salary by contribution assumption: employee only about $840,342 at 4% or $560,228 at 6%; with 50% employer match about $560,228 at 4% or $373,485 at 6%; with 100% employer match about $420,171 at 4% or $280,114 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$435,432$100,841$33,614iApproximate average salary by contribution assumption: employee only about $840,342 at 4% or $560,228 at 6%; with 50% employer match about $560,228 at 4% or $373,485 at 6%; with 100% employer match about $420,171 at 4% or $280,114 at 6%.
201413$340,033$83,236$27,745iApproximate average salary by contribution assumption: employee only about $693,633 at 4% or $462,422 at 6%; with 50% employer match about $462,422 at 4% or $308,281 at 6%; with 100% employer match about $346,817 at 4% or $231,211 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$340,033$83,236$27,745iApproximate average salary by contribution assumption: employee only about $693,633 at 4% or $462,422 at 6%; with 50% employer match about $462,422 at 4% or $308,281 at 6%; with 100% employer match about $346,817 at 4% or $231,211 at 6%.
201313$241,309$215,832$71,944iApproximate average salary by contribution assumption: employee only about $1,798,600 at 4% or $1,199,067 at 6%; with 50% employer match about $1,199,067 at 4% or $799,378 at 6%; with 100% employer match about $899,300 at 4% or $599,533 at 6%.
Equity Source Mortgage Inc. 401(K) Profit Sharing Plan-3$241,309$215,832$71,944iApproximate average salary by contribution assumption: employee only about $1,798,600 at 4% or $1,199,067 at 6%; with 50% employer match about $1,199,067 at 4% or $799,378 at 6%; with 100% employer match about $899,300 at 4% or $599,533 at 6%.