Civic Intelligence

A. J. Mortgage Services Inc.

Plan context: A. J. Mortgage Services Inc. Profit Sharing Plan and Trust

EIN 43-1762199 • Chesterfield, MO • 32 filings • 6 plans

14366 S. Outer 40Chesterfield, MO 63017
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$9,840,320

2023 Contributions

$66,938

Historical Graphs

Total Assets Over Time

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

$9,840,320$4,920,160$0199920142023YearValue
$9,840,320Latest year 2023

Participants Over Time

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

30150199920122023YearValue
14Latest 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
2023114$9,840,320$66,938$4,781iApproximate average salary by contribution assumption: employee only about $119,532 at 4% or $79,688 at 6%; with 50% employer match about $79,688 at 4% or $53,125 at 6%; with 100% employer match about $59,766 at 4% or $39,844 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-14$9,840,320$66,938$4,781iApproximate average salary by contribution assumption: employee only about $119,532 at 4% or $79,688 at 6%; with 50% employer match about $79,688 at 4% or $53,125 at 6%; with 100% employer match about $59,766 at 4% or $39,844 at 6%.
2022118$7,972,989$127,986$7,110iApproximate average salary by contribution assumption: employee only about $177,758 at 4% or $118,506 at 6%; with 50% employer match about $118,506 at 4% or $79,004 at 6%; with 100% employer match about $88,879 at 4% or $59,253 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-18$7,972,989$127,986$7,110iApproximate average salary by contribution assumption: employee only about $177,758 at 4% or $118,506 at 6%; with 50% employer match about $118,506 at 4% or $79,004 at 6%; with 100% employer match about $88,879 at 4% or $59,253 at 6%.
2021122$7,478,851$152,149$6,916iApproximate average salary by contribution assumption: employee only about $172,897 at 4% or $115,264 at 6%; with 50% employer match about $115,264 at 4% or $76,843 at 6%; with 100% employer match about $86,448 at 4% or $57,632 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-22$7,478,851$152,149$6,916iApproximate average salary by contribution assumption: employee only about $172,897 at 4% or $115,264 at 6%; with 50% employer match about $115,264 at 4% or $76,843 at 6%; with 100% employer match about $86,448 at 4% or $57,632 at 6%.
2020118$8,421,352$383,799$21,322iApproximate average salary by contribution assumption: employee only about $533,054 at 4% or $355,369 at 6%; with 50% employer match about $355,369 at 4% or $236,913 at 6%; with 100% employer match about $266,527 at 4% or $177,685 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-18$8,421,352$383,799$21,322iApproximate average salary by contribution assumption: employee only about $533,054 at 4% or $355,369 at 6%; with 50% employer match about $355,369 at 4% or $236,913 at 6%; with 100% employer match about $266,527 at 4% or $177,685 at 6%.
2019115$6,606,148$285,313$19,021iApproximate average salary by contribution assumption: employee only about $475,522 at 4% or $317,014 at 6%; with 50% employer match about $317,014 at 4% or $211,343 at 6%; with 100% employer match about $237,761 at 4% or $158,507 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-15$6,606,148$285,313$19,021iApproximate average salary by contribution assumption: employee only about $475,522 at 4% or $317,014 at 6%; with 50% employer match about $317,014 at 4% or $211,343 at 6%; with 100% employer match about $237,761 at 4% or $158,507 at 6%.
2018123$5,821,144$114,077$4,960iApproximate average salary by contribution assumption: employee only about $123,997 at 4% or $82,664 at 6%; with 50% employer match about $82,664 at 4% or $55,110 at 6%; with 100% employer match about $61,998 at 4% or $41,332 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-23$5,821,144$114,077$4,960iApproximate average salary by contribution assumption: employee only about $123,997 at 4% or $82,664 at 6%; with 50% employer match about $82,664 at 4% or $55,110 at 6%; with 100% employer match about $61,998 at 4% or $41,332 at 6%.
2017121$5,587,668$122,518$5,834iApproximate average salary by contribution assumption: employee only about $145,855 at 4% or $97,237 at 6%; with 50% employer match about $97,237 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-21$5,587,668$122,518$5,834iApproximate average salary by contribution assumption: employee only about $145,855 at 4% or $97,237 at 6%; with 50% employer match about $97,237 at 4% or $64,824 at 6%; with 100% employer match about $72,927 at 4% or $48,618 at 6%.
2016128$5,175,448$109,499$3,911iApproximate average salary by contribution assumption: employee only about $97,767 at 4% or $65,178 at 6%; with 50% employer match about $65,178 at 4% or $43,452 at 6%; with 100% employer match about $48,883 at 4% or $32,589 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-28$5,175,448$109,499$3,911iApproximate average salary by contribution assumption: employee only about $97,767 at 4% or $65,178 at 6%; with 50% employer match about $65,178 at 4% or $43,452 at 6%; with 100% employer match about $48,883 at 4% or $32,589 at 6%.
2015129$4,726,777$272,370$9,392iApproximate average salary by contribution assumption: employee only about $234,802 at 4% or $156,534 at 6%; with 50% employer match about $156,534 at 4% or $104,356 at 6%; with 100% employer match about $117,401 at 4% or $78,267 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-29$4,726,777$272,370$9,392iApproximate average salary by contribution assumption: employee only about $234,802 at 4% or $156,534 at 6%; with 50% employer match about $156,534 at 4% or $104,356 at 6%; with 100% employer match about $117,401 at 4% or $78,267 at 6%.
2014222$3,800,121$260,459$11,839iApproximate average salary by contribution assumption: employee only about $295,976 at 4% or $197,317 at 6%; with 50% employer match about $197,317 at 4% or $131,545 at 6%; with 100% employer match about $147,988 at 4% or $98,659 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-22$3,800,121$260,459$11,839iApproximate average salary by contribution assumption: employee only about $295,976 at 4% or $197,317 at 6%; with 50% employer match about $197,317 at 4% or $131,545 at 6%; with 100% employer match about $147,988 at 4% or $98,659 at 6%.
A. J. MORTGAGE SERVICES, INC./ACCESS CAPITAL CASH BALANCE PENSION PLAN-0$0--
2013230$4,594,110$27,696$923iApproximate average salary by contribution assumption: employee only about $23,080 at 4% or $15,387 at 6%; with 50% employer match about $15,387 at 4% or $10,258 at 6%; with 100% employer match about $11,540 at 4% or $7,693 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-23$3,697,093$27,696$1,204iApproximate average salary by contribution assumption: employee only about $30,104 at 4% or $20,070 at 6%; with 50% employer match about $20,070 at 4% or $13,380 at 6%; with 100% employer match about $15,052 at 4% or $10,035 at 6%.
AJ MORTGAGE SERVICES, INC. CASH BALANCE PENSION PLAN-30$897,017--
2012228$4,639,242$654,412$23,372iApproximate average salary by contribution assumption: employee only about $584,296 at 4% or $389,531 at 6%; with 50% employer match about $389,531 at 4% or $259,687 at 6%; with 100% employer match about $292,148 at 4% or $194,765 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-28$3,764,562$197,652$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
AJ MORTGAGE SERVICES, INC. CASH BALANCE PENSION PLAN-21$874,680$456,760$21,750iApproximate average salary by contribution assumption: employee only about $543,762 at 4% or $362,508 at 6%; with 50% employer match about $362,508 at 4% or $241,672 at 6%; with 100% employer match about $271,881 at 4% or $181,254 at 6%.
2011220$3,771,924$675,187$33,759iApproximate average salary by contribution assumption: employee only about $843,984 at 4% or $562,656 at 6%; with 50% employer match about $562,656 at 4% or $375,104 at 6%; with 100% employer match about $421,992 at 4% or $281,328 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-20$3,358,924$262,187$13,109iApproximate average salary by contribution assumption: employee only about $327,734 at 4% or $218,489 at 6%; with 50% employer match about $218,489 at 4% or $145,659 at 6%; with 100% employer match about $163,867 at 4% or $109,245 at 6%.
A. J. MORTGAGE SERVICES, INC. CASH BALANCE PENSION PLAN-19$413,000$413,000$21,737iApproximate average salary by contribution assumption: employee only about $543,421 at 4% or $362,281 at 6%; with 50% employer match about $362,281 at 4% or $241,520 at 6%; with 100% employer match about $271,711 at 4% or $181,140 at 6%.
2010116$2,728,332$286,477$17,905iApproximate average salary by contribution assumption: employee only about $447,620 at 4% or $298,414 at 6%; with 50% employer match about $298,414 at 4% or $198,942 at 6%; with 100% employer match about $223,810 at 4% or $149,207 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-16$2,728,332$286,477$17,905iApproximate average salary by contribution assumption: employee only about $447,620 at 4% or $298,414 at 6%; with 50% employer match about $298,414 at 4% or $198,942 at 6%; with 100% employer match about $223,810 at 4% or $149,207 at 6%.
2009117$2,684,181$297,025$17,472iApproximate average salary by contribution assumption: employee only about $436,801 at 4% or $291,201 at 6%; with 50% employer match about $291,201 at 4% or $194,134 at 6%; with 100% employer match about $218,401 at 4% or $145,600 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-17$2,684,181$297,025$17,472iApproximate average salary by contribution assumption: employee only about $436,801 at 4% or $291,201 at 6%; with 50% employer match about $291,201 at 4% or $194,134 at 6%; with 100% employer match about $218,401 at 4% or $145,600 at 6%.
2007122$0$0-
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-22---
2006123$2,161,027$268,772$11,686iApproximate average salary by contribution assumption: employee only about $292,143 at 4% or $194,762 at 6%; with 50% employer match about $194,762 at 4% or $129,842 at 6%; with 100% employer match about $146,072 at 4% or $97,381 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-23$2,161,027$268,772$11,686iApproximate average salary by contribution assumption: employee only about $292,143 at 4% or $194,762 at 6%; with 50% employer match about $194,762 at 4% or $129,842 at 6%; with 100% employer match about $146,072 at 4% or $97,381 at 6%.
2005121$1,758,422$249,802$11,895iApproximate average salary by contribution assumption: employee only about $297,383 at 4% or $198,256 at 6%; with 50% employer match about $198,256 at 4% or $132,170 at 6%; with 100% employer match about $148,692 at 4% or $99,128 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-21$1,758,422$249,802$11,895iApproximate average salary by contribution assumption: employee only about $297,383 at 4% or $198,256 at 6%; with 50% employer match about $198,256 at 4% or $132,170 at 6%; with 100% employer match about $148,692 at 4% or $99,128 at 6%.
2004117$1,470,485$231,550$13,621iApproximate average salary by contribution assumption: employee only about $340,515 at 4% or $227,010 at 6%; with 50% employer match about $227,010 at 4% or $151,340 at 6%; with 100% employer match about $170,257 at 4% or $113,505 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-17$1,470,485$231,550$13,621iApproximate average salary by contribution assumption: employee only about $340,515 at 4% or $227,010 at 6%; with 50% employer match about $227,010 at 4% or $151,340 at 6%; with 100% employer match about $170,257 at 4% or $113,505 at 6%.
2003115$0$0-
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-15---
2002216$0$0-
A. J. Mortgage Services Inc. Money Purchase Plan and Trust-0---
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-16---
200124$0$0-
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-4---
A. J. Mortgage Services Inc. Money Purchase Plan and Trust-4---
200024$0$0-
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-4---
A. J. Mortgage Services Inc. Money Purchase Plan and Trust-4---
199924$513,932$80,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
A. J. Mortgage Services Inc. Profit Sharing Plan and Trust-4$322,737$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
A. J. Mortgage Services Inc. Money Purchase Plan and Trust-4$191,195$42,000$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.