Civic Intelligence

Exceptional Mortgage Services

Plan context: Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru

EIN 42-1608151 • Howell, MI • 20 filings • 4 plans

207 E Grand RiverHowell, MI 48843
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$823,424

2024 Contributions

$10,418

Historical Graphs

Total Assets Over Time

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

$823,424$411,712$0200520152024YearValue
$823,424Latest year 2024

Participants Over Time

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

740200520152024YearValue
3Latest year 2024

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
202413$823,424$10,418$3,473iApproximate average salary by contribution assumption: employee only about $86,817 at 4% or $57,878 at 6%; with 50% employer match about $57,878 at 4% or $38,585 at 6%; with 100% employer match about $43,408 at 4% or $28,939 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$823,424$10,418$3,473iApproximate average salary by contribution assumption: employee only about $86,817 at 4% or $57,878 at 6%; with 50% employer match about $57,878 at 4% or $38,585 at 6%; with 100% employer match about $43,408 at 4% or $28,939 at 6%.
202313$712,285$11,032$3,677iApproximate average salary by contribution assumption: employee only about $91,933 at 4% or $61,289 at 6%; with 50% employer match about $61,289 at 4% or $40,859 at 6%; with 100% employer match about $45,967 at 4% or $30,644 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$712,285$11,032$3,677iApproximate average salary by contribution assumption: employee only about $91,933 at 4% or $61,289 at 6%; with 50% employer match about $61,289 at 4% or $40,859 at 6%; with 100% employer match about $45,967 at 4% or $30,644 at 6%.
202213$597,086$41,695$13,898iApproximate average salary by contribution assumption: employee only about $347,458 at 4% or $231,639 at 6%; with 50% employer match about $231,639 at 4% or $154,426 at 6%; with 100% employer match about $173,729 at 4% or $115,819 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$597,086$41,695$13,898iApproximate average salary by contribution assumption: employee only about $347,458 at 4% or $231,639 at 6%; with 50% employer match about $231,639 at 4% or $154,426 at 6%; with 100% employer match about $173,729 at 4% or $115,819 at 6%.
202113$695,492$59,275$19,758iApproximate average salary by contribution assumption: employee only about $493,958 at 4% or $329,306 at 6%; with 50% employer match about $329,306 at 4% or $219,537 at 6%; with 100% employer match about $246,979 at 4% or $164,653 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$695,492$59,275$19,758iApproximate average salary by contribution assumption: employee only about $493,958 at 4% or $329,306 at 6%; with 50% employer match about $329,306 at 4% or $219,537 at 6%; with 100% employer match about $246,979 at 4% or $164,653 at 6%.
202013$582,807$55,954$18,651iApproximate average salary by contribution assumption: employee only about $466,283 at 4% or $310,856 at 6%; with 50% employer match about $310,856 at 4% or $207,237 at 6%; with 100% employer match about $233,142 at 4% or $155,428 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$582,807$55,954$18,651iApproximate average salary by contribution assumption: employee only about $466,283 at 4% or $310,856 at 6%; with 50% employer match about $310,856 at 4% or $207,237 at 6%; with 100% employer match about $233,142 at 4% or $155,428 at 6%.
201913$432,573$43,804$14,601iApproximate average salary by contribution assumption: employee only about $365,033 at 4% or $243,356 at 6%; with 50% employer match about $243,356 at 4% or $162,237 at 6%; with 100% employer match about $182,517 at 4% or $121,678 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$432,573$43,804$14,601iApproximate average salary by contribution assumption: employee only about $365,033 at 4% or $243,356 at 6%; with 50% employer match about $243,356 at 4% or $162,237 at 6%; with 100% employer match about $182,517 at 4% or $121,678 at 6%.
201813$321,646$38,894$12,965iApproximate average salary by contribution assumption: employee only about $324,117 at 4% or $216,078 at 6%; with 50% employer match about $216,078 at 4% or $144,052 at 6%; with 100% employer match about $162,058 at 4% or $108,039 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$321,646$38,894$12,965iApproximate average salary by contribution assumption: employee only about $324,117 at 4% or $216,078 at 6%; with 50% employer match about $216,078 at 4% or $144,052 at 6%; with 100% employer match about $162,058 at 4% or $108,039 at 6%.
201712$305,414$45,131$22,566iApproximate average salary by contribution assumption: employee only about $564,138 at 4% or $376,092 at 6%; with 50% employer match about $376,092 at 4% or $250,728 at 6%; with 100% employer match about $282,069 at 4% or $188,046 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-2$305,414$45,131$22,566iApproximate average salary by contribution assumption: employee only about $564,138 at 4% or $376,092 at 6%; with 50% employer match about $376,092 at 4% or $250,728 at 6%; with 100% employer match about $282,069 at 4% or $188,046 at 6%.
201612$230,399$34,602$17,301iApproximate average salary by contribution assumption: employee only about $432,525 at 4% or $288,350 at 6%; with 50% employer match about $288,350 at 4% or $192,233 at 6%; with 100% employer match about $216,263 at 4% or $144,175 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-2$230,399$34,602$17,301iApproximate average salary by contribution assumption: employee only about $432,525 at 4% or $288,350 at 6%; with 50% employer match about $288,350 at 4% or $192,233 at 6%; with 100% employer match about $216,263 at 4% or $144,175 at 6%.
201512$177,275$37,360$18,680iApproximate average salary by contribution assumption: employee only about $467,000 at 4% or $311,333 at 6%; with 50% employer match about $311,333 at 4% or $207,556 at 6%; with 100% employer match about $233,500 at 4% or $155,667 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-2$177,275$37,360$18,680iApproximate average salary by contribution assumption: employee only about $467,000 at 4% or $311,333 at 6%; with 50% employer match about $311,333 at 4% or $207,556 at 6%; with 100% employer match about $233,500 at 4% or $155,667 at 6%.
201413$183,026$38,766$12,922iApproximate average salary by contribution assumption: employee only about $323,050 at 4% or $215,367 at 6%; with 50% employer match about $215,367 at 4% or $143,578 at 6%; with 100% employer match about $161,525 at 4% or $107,683 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$183,026$38,766$12,922iApproximate average salary by contribution assumption: employee only about $323,050 at 4% or $215,367 at 6%; with 50% employer match about $215,367 at 4% or $143,578 at 6%; with 100% employer match about $161,525 at 4% or $107,683 at 6%.
201313$132,511$16,898$5,633iApproximate average salary by contribution assumption: employee only about $140,817 at 4% or $93,878 at 6%; with 50% employer match about $93,878 at 4% or $62,585 at 6%; with 100% employer match about $70,408 at 4% or $46,939 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$132,511$16,898$5,633iApproximate average salary by contribution assumption: employee only about $140,817 at 4% or $93,878 at 6%; with 50% employer match about $93,878 at 4% or $62,585 at 6%; with 100% employer match about $70,408 at 4% or $46,939 at 6%.
201214$97,279$12,357$3,089iApproximate average salary by contribution assumption: employee only about $77,231 at 4% or $51,488 at 6%; with 50% employer match about $51,488 at 4% or $34,325 at 6%; with 100% employer match about $38,616 at 4% or $25,744 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-4$97,279$12,357$3,089iApproximate average salary by contribution assumption: employee only about $77,231 at 4% or $51,488 at 6%; with 50% employer match about $51,488 at 4% or $34,325 at 6%; with 100% employer match about $38,616 at 4% or $25,744 at 6%.
201114$76,507$24,401$6,100iApproximate average salary by contribution assumption: employee only about $152,506 at 4% or $101,671 at 6%; with 50% employer match about $101,671 at 4% or $67,781 at 6%; with 100% employer match about $76,253 at 4% or $50,835 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-4$76,507$24,401$6,100iApproximate average salary by contribution assumption: employee only about $152,506 at 4% or $101,671 at 6%; with 50% employer match about $101,671 at 4% or $67,781 at 6%; with 100% employer match about $76,253 at 4% or $50,835 at 6%.
201025$121,586$24,857$4,971iApproximate average salary by contribution assumption: employee only about $124,285 at 4% or $82,857 at 6%; with 50% employer match about $82,857 at 4% or $55,238 at 6%; with 100% employer match about $62,142 at 4% or $41,428 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-5$66,561$4,535$907iApproximate average salary by contribution assumption: employee only about $22,675 at 4% or $15,117 at 6%; with 50% employer match about $15,117 at 4% or $10,078 at 6%; with 100% employer match about $11,338 at 4% or $7,558 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-4$55,025$20,322$5,081iApproximate average salary by contribution assumption: employee only about $127,013 at 4% or $84,675 at 6%; with 50% employer match about $84,675 at 4% or $56,450 at 6%; with 100% employer match about $63,506 at 4% or $42,338 at 6%.
200913$52,919$4,126$1,375iApproximate average salary by contribution assumption: employee only about $34,383 at 4% or $22,922 at 6%; with 50% employer match about $22,922 at 4% or $15,281 at 6%; with 100% employer match about $17,192 at 4% or $11,461 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$52,919$4,126$1,375iApproximate average salary by contribution assumption: employee only about $34,383 at 4% or $22,922 at 6%; with 50% employer match about $22,922 at 4% or $15,281 at 6%; with 100% employer match about $17,192 at 4% or $11,461 at 6%.
200813$39,101$4,142$1,381iApproximate average salary by contribution assumption: employee only about $34,517 at 4% or $23,011 at 6%; with 50% employer match about $23,011 at 4% or $15,341 at 6%; with 100% employer match about $17,258 at 4% or $11,506 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-3$39,101$4,142$1,381iApproximate average salary by contribution assumption: employee only about $34,517 at 4% or $23,011 at 6%; with 50% employer match about $23,011 at 4% or $15,341 at 6%; with 100% employer match about $17,258 at 4% or $11,506 at 6%.
200616$63,031$24,851$4,142iApproximate average salary by contribution assumption: employee only about $103,546 at 4% or $69,031 at 6%; with 50% employer match about $69,031 at 4% or $46,020 at 6%; with 100% employer match about $51,773 at 4% or $34,515 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-6$63,031$24,851$4,142iApproximate average salary by contribution assumption: employee only about $103,546 at 4% or $69,031 at 6%; with 50% employer match about $69,031 at 4% or $46,020 at 6%; with 100% employer match about $51,773 at 4% or $34,515 at 6%.
200517$33,644$17,471$2,496iApproximate average salary by contribution assumption: employee only about $62,396 at 4% or $41,598 at 6%; with 50% employer match about $41,598 at 4% or $27,732 at 6%; with 100% employer match about $31,198 at 4% or $20,799 at 6%.
Exceptional Mortgage Services 401(K) Profit Sharing Plan & Tru-7$33,644$17,471$2,496iApproximate average salary by contribution assumption: employee only about $62,396 at 4% or $41,598 at 6%; with 50% employer match about $41,598 at 4% or $27,732 at 6%; with 100% employer match about $31,198 at 4% or $20,799 at 6%.