Civic Intelligence

Perennial Mortgage Inc.

Plan context: Perennial Mortgage Inc. 401(K) P/S Plan

EIN 45-0478024 • Albuquerque, NM • 11 filings • 2 plans

2201 San Pedro Dr NEBldg 1, Suite 235Albuquerque, NM 87110
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$868,870

2014 Contributions

$99,732

Historical Graphs

Total Assets Over Time

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

$868,870$434,435$0200420092013YearValue
$868,870Latest year 2013

Participants Over Time

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

530200420092013YearValue
2Latest year 2013

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
201410$0$0-
Perennial Mortgage Inc. 401(K) P/S Plan-0$0--
201312$868,870$99,732$49,866iApproximate average salary by contribution assumption: employee only about $1,246,650 at 4% or $831,100 at 6%; with 50% employer match about $831,100 at 4% or $554,067 at 6%; with 100% employer match about $623,325 at 4% or $415,550 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-2$868,870$99,732$49,866iApproximate average salary by contribution assumption: employee only about $1,246,650 at 4% or $831,100 at 6%; with 50% employer match about $831,100 at 4% or $554,067 at 6%; with 100% employer match about $623,325 at 4% or $415,550 at 6%.
201212$643,434$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-2$643,434$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201112$470,972$45,964$22,982iApproximate average salary by contribution assumption: employee only about $574,550 at 4% or $383,033 at 6%; with 50% employer match about $383,033 at 4% or $255,356 at 6%; with 100% employer match about $287,275 at 4% or $191,517 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-2$470,972$45,964$22,982iApproximate average salary by contribution assumption: employee only about $574,550 at 4% or $383,033 at 6%; with 50% employer match about $383,033 at 4% or $255,356 at 6%; with 100% employer match about $287,275 at 4% or $191,517 at 6%.
201014$632,252$96,323$24,081iApproximate average salary by contribution assumption: employee only about $602,019 at 4% or $401,346 at 6%; with 50% employer match about $401,346 at 4% or $267,564 at 6%; with 100% employer match about $301,009 at 4% or $200,673 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-4$632,252$96,323$24,081iApproximate average salary by contribution assumption: employee only about $602,019 at 4% or $401,346 at 6%; with 50% employer match about $401,346 at 4% or $267,564 at 6%; with 100% employer match about $301,009 at 4% or $200,673 at 6%.
200914$478,524$94,847$23,712iApproximate average salary by contribution assumption: employee only about $592,794 at 4% or $395,196 at 6%; with 50% employer match about $395,196 at 4% or $263,464 at 6%; with 100% employer match about $296,397 at 4% or $197,598 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-4$478,524$94,847$23,712iApproximate average salary by contribution assumption: employee only about $592,794 at 4% or $395,196 at 6%; with 50% employer match about $395,196 at 4% or $263,464 at 6%; with 100% employer match about $296,397 at 4% or $197,598 at 6%.
200814$294,648$59,272$14,818iApproximate average salary by contribution assumption: employee only about $370,450 at 4% or $246,967 at 6%; with 50% employer match about $246,967 at 4% or $164,644 at 6%; with 100% employer match about $185,225 at 4% or $123,483 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-4$294,648$59,272$14,818iApproximate average salary by contribution assumption: employee only about $370,450 at 4% or $246,967 at 6%; with 50% employer match about $246,967 at 4% or $164,644 at 6%; with 100% employer match about $185,225 at 4% or $123,483 at 6%.
200715$376,291$54,911$10,982iApproximate average salary by contribution assumption: employee only about $274,555 at 4% or $183,037 at 6%; with 50% employer match about $183,037 at 4% or $122,024 at 6%; with 100% employer match about $137,278 at 4% or $91,518 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-5$376,291$54,911$10,982iApproximate average salary by contribution assumption: employee only about $274,555 at 4% or $183,037 at 6%; with 50% employer match about $183,037 at 4% or $122,024 at 6%; with 100% employer match about $137,278 at 4% or $91,518 at 6%.
200615$285,348$109,918$21,984iApproximate average salary by contribution assumption: employee only about $549,590 at 4% or $366,393 at 6%; with 50% employer match about $366,393 at 4% or $244,262 at 6%; with 100% employer match about $274,795 at 4% or $183,197 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-5$285,348$109,918$21,984iApproximate average salary by contribution assumption: employee only about $549,590 at 4% or $366,393 at 6%; with 50% employer match about $366,393 at 4% or $244,262 at 6%; with 100% employer match about $274,795 at 4% or $183,197 at 6%.
200514$148,037$99,345$24,836iApproximate average salary by contribution assumption: employee only about $620,906 at 4% or $413,938 at 6%; with 50% employer match about $413,938 at 4% or $275,958 at 6%; with 100% employer match about $310,453 at 4% or $206,969 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-4$148,037$99,345$24,836iApproximate average salary by contribution assumption: employee only about $620,906 at 4% or $413,938 at 6%; with 50% employer match about $413,938 at 4% or $275,958 at 6%; with 100% employer match about $310,453 at 4% or $206,969 at 6%.
200413$49,640$46,755$15,585iApproximate average salary by contribution assumption: employee only about $389,625 at 4% or $259,750 at 6%; with 50% employer match about $259,750 at 4% or $173,167 at 6%; with 100% employer match about $194,813 at 4% or $129,875 at 6%.
Perennial Mortgage Inc. 401(K) P/S Plan-3$49,640$46,755$15,585iApproximate average salary by contribution assumption: employee only about $389,625 at 4% or $259,750 at 6%; with 50% employer match about $259,750 at 4% or $173,167 at 6%; with 100% employer match about $194,813 at 4% or $129,875 at 6%.