Civic Intelligence

Homequest Mortgage

Plan context: Homequest Mortgage Employee Savings & Retirement Plan

EIN 43-2014213 • North Grafton, MA • 17 filings • 2 plans

82 D Worcester St.North Grafton, MA 01536
Current Snapshot

Latest Year

2016

2016 Participants

8

2016 Assets

$694,551

2016 Contributions

$4,925

Historical Graphs

Total Assets Over Time

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

$715,855$357,928$0200520102015YearValue
$694,551Latest year 2015

Participants Over Time

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

1790200520102015YearValue
8Latest year 2015

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
201620$0$4,925-
Homequest Mortgage Employee Savings & Retirement Plan-0$0$4,925-
HOMEQUEST MORTGAGE CASH BALANCE PLAN-0$0--
201528$694,551$15,753$1,969iApproximate average salary by contribution assumption: employee only about $49,228 at 4% or $32,819 at 6%; with 50% employer match about $32,819 at 4% or $21,879 at 6%; with 100% employer match about $24,614 at 4% or $16,409 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-8$495,714$15,753$1,969iApproximate average salary by contribution assumption: employee only about $49,228 at 4% or $32,819 at 6%; with 50% employer match about $32,819 at 4% or $21,879 at 6%; with 100% employer match about $24,614 at 4% or $16,409 at 6%.
HOMEQUEST MORTGAGE CASH BALANCE PLAN-2$198,837--
2014210$715,855$86,182$8,618iApproximate average salary by contribution assumption: employee only about $215,455 at 4% or $143,637 at 6%; with 50% employer match about $143,637 at 4% or $95,758 at 6%; with 100% employer match about $107,728 at 4% or $71,818 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-10$497,296$86,182$8,618iApproximate average salary by contribution assumption: employee only about $215,455 at 4% or $143,637 at 6%; with 50% employer match about $143,637 at 4% or $95,758 at 6%; with 100% employer match about $107,728 at 4% or $71,818 at 6%.
HOMEQUEST MORTGAGE CASH BALANCE PLAN-2$218,559--
2013212$660,338$176,919$14,743iApproximate average salary by contribution assumption: employee only about $368,581 at 4% or $245,721 at 6%; with 50% employer match about $245,721 at 4% or $163,814 at 6%; with 100% employer match about $184,291 at 4% or $122,860 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-12$443,503$67,476$5,623iApproximate average salary by contribution assumption: employee only about $140,575 at 4% or $93,717 at 6%; with 50% employer match about $93,717 at 4% or $62,478 at 6%; with 100% employer match about $70,288 at 4% or $46,858 at 6%.
HOMEQUEST MORTGAGE CASH BALANCE PLAN-3$216,835$109,443$36,481iApproximate average salary by contribution assumption: employee only about $912,025 at 4% or $608,017 at 6%; with 50% employer match about $608,017 at 4% or $405,344 at 6%; with 100% employer match about $456,013 at 4% or $304,008 at 6%.
2012212$432,754$136,908$11,409iApproximate average salary by contribution assumption: employee only about $285,225 at 4% or $190,150 at 6%; with 50% employer match about $190,150 at 4% or $126,767 at 6%; with 100% employer match about $142,613 at 4% or $95,075 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-12$335,017$39,171$3,264iApproximate average salary by contribution assumption: employee only about $81,606 at 4% or $54,404 at 6%; with 50% employer match about $54,404 at 4% or $36,269 at 6%; with 100% employer match about $40,803 at 4% or $27,202 at 6%.
HOMEQUEST MORTGAGE CASH BALANCE PLAN-5$97,737$97,737$19,547iApproximate average salary by contribution assumption: employee only about $488,685 at 4% or $325,790 at 6%; with 50% employer match about $325,790 at 4% or $217,193 at 6%; with 100% employer match about $244,343 at 4% or $162,895 at 6%.
201119$303,945$44,612$4,957iApproximate average salary by contribution assumption: employee only about $123,922 at 4% or $82,615 at 6%; with 50% employer match about $82,615 at 4% or $55,077 at 6%; with 100% employer match about $61,961 at 4% or $41,307 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-9$303,945$44,612$4,957iApproximate average salary by contribution assumption: employee only about $123,922 at 4% or $82,615 at 6%; with 50% employer match about $82,615 at 4% or $55,077 at 6%; with 100% employer match about $61,961 at 4% or $41,307 at 6%.
2010113$275,742$53,040$4,080iApproximate average salary by contribution assumption: employee only about $102,000 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,333 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-13$275,742$53,040$4,080iApproximate average salary by contribution assumption: employee only about $102,000 at 4% or $68,000 at 6%; with 50% employer match about $68,000 at 4% or $45,333 at 6%; with 100% employer match about $51,000 at 4% or $34,000 at 6%.
2009114$265,585$44,912$3,208iApproximate average salary by contribution assumption: employee only about $80,200 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-14$265,585$44,912$3,208iApproximate average salary by contribution assumption: employee only about $80,200 at 4% or $53,467 at 6%; with 50% employer match about $53,467 at 4% or $35,644 at 6%; with 100% employer match about $40,100 at 4% or $26,733 at 6%.
2008111$163,365$68,551$6,232iApproximate average salary by contribution assumption: employee only about $155,798 at 4% or $103,865 at 6%; with 50% employer match about $103,865 at 4% or $69,243 at 6%; with 100% employer match about $77,899 at 4% or $51,933 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-11$163,365$68,551$6,232iApproximate average salary by contribution assumption: employee only about $155,798 at 4% or $103,865 at 6%; with 50% employer match about $103,865 at 4% or $69,243 at 6%; with 100% employer match about $77,899 at 4% or $51,933 at 6%.
2007110$224,780$78,633$7,863iApproximate average salary by contribution assumption: employee only about $196,583 at 4% or $131,055 at 6%; with 50% employer match about $131,055 at 4% or $87,370 at 6%; with 100% employer match about $98,291 at 4% or $65,528 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-10$224,780$78,633$7,863iApproximate average salary by contribution assumption: employee only about $196,583 at 4% or $131,055 at 6%; with 50% employer match about $131,055 at 4% or $87,370 at 6%; with 100% employer match about $98,291 at 4% or $65,528 at 6%.
2006117$234,162$131,893$7,758iApproximate average salary by contribution assumption: employee only about $193,960 at 4% or $129,307 at 6%; with 50% employer match about $129,307 at 4% or $86,205 at 6%; with 100% employer match about $96,980 at 4% or $64,653 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-17$234,162$131,893$7,758iApproximate average salary by contribution assumption: employee only about $193,960 at 4% or $129,307 at 6%; with 50% employer match about $129,307 at 4% or $86,205 at 6%; with 100% employer match about $96,980 at 4% or $64,653 at 6%.
2005114$93,554$90,272$6,448iApproximate average salary by contribution assumption: employee only about $161,200 at 4% or $107,467 at 6%; with 50% employer match about $107,467 at 4% or $71,644 at 6%; with 100% employer match about $80,600 at 4% or $53,733 at 6%.
Homequest Mortgage Employee Savings & Retirement Plan-14$93,554$90,272$6,448iApproximate average salary by contribution assumption: employee only about $161,200 at 4% or $107,467 at 6%; with 50% employer match about $107,467 at 4% or $71,644 at 6%; with 100% employer match about $80,600 at 4% or $53,733 at 6%.