Civic Intelligence

Synergy One Lending

Plan context: Mutual of Omaha Mortgage 401(K) Plan

EIN 46-1728831 • San Diego, CA • 22 filings • 5 plans

3131 Camino Del Rio N Suite 1460San Diego, CA 92108
Current Snapshot

Latest Year

2024

2024 Participants

1,340

2024 Assets

$67,918,357

2024 Contributions

$12,816,104

Historical Graphs

Total Assets Over Time

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

$67,918,357$33,959,179$0201520202024YearValue
$67,918,357Latest year 2024

Participants Over Time

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

1,4367180201520202024YearValue
1,340Latest 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
202421,340$67,918,357$12,816,104$9,564iApproximate average salary by contribution assumption: employee only about $239,106 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,270 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-1,340$67,918,357$12,816,104$9,564iApproximate average salary by contribution assumption: employee only about $239,106 at 4% or $159,404 at 6%; with 50% employer match about $159,404 at 4% or $106,270 at 6%; with 100% employer match about $119,553 at 4% or $79,702 at 6%.
Synergy One Lending Welfare Benefits Plan-1,340---
202321,240$54,134,743$11,707,901$9,442iApproximate average salary by contribution assumption: employee only about $236,046 at 4% or $157,364 at 6%; with 50% employer match about $157,364 at 4% or $104,910 at 6%; with 100% employer match about $118,023 at 4% or $78,682 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-1,215$54,134,743$11,707,901$9,636iApproximate average salary by contribution assumption: employee only about $240,903 at 4% or $160,602 at 6%; with 50% employer match about $160,602 at 4% or $107,068 at 6%; with 100% employer match about $120,452 at 4% or $80,301 at 6%.
Synergy One Lending Welfare Benefits Plan-1,240---
202221,146$40,775,295$12,562,848$10,962iApproximate average salary by contribution assumption: employee only about $274,059 at 4% or $182,706 at 6%; with 50% employer match about $182,706 at 4% or $121,804 at 6%; with 100% employer match about $137,029 at 4% or $91,353 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-1,103$40,775,295$12,562,848$11,390iApproximate average salary by contribution assumption: employee only about $284,743 at 4% or $189,828 at 6%; with 50% employer match about $189,828 at 4% or $126,552 at 6%; with 100% employer match about $142,371 at 4% or $94,914 at 6%.
Synergy One Lending Welfare Benefits Plan-1,146---
202121,436$41,467,529$14,565,874$10,143iApproximate average salary by contribution assumption: employee only about $253,584 at 4% or $169,056 at 6%; with 50% employer match about $169,056 at 4% or $112,704 at 6%; with 100% employer match about $126,792 at 4% or $84,528 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-1,341$41,467,529$14,565,874$10,862iApproximate average salary by contribution assumption: employee only about $271,549 at 4% or $181,032 at 6%; with 50% employer match about $181,032 at 4% or $120,688 at 6%; with 100% employer match about $135,774 at 4% or $90,516 at 6%.
Synergy One Lending Welfare Benefits Plan-1,436---
202021,145$24,680,010$14,062,140$12,281iApproximate average salary by contribution assumption: employee only about $307,034 at 4% or $204,689 at 6%; with 50% employer match about $204,689 at 4% or $136,459 at 6%; with 100% employer match about $153,517 at 4% or $102,345 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-1,119$24,680,010$14,062,140$12,567iApproximate average salary by contribution assumption: employee only about $314,168 at 4% or $209,445 at 6%; with 50% employer match about $209,445 at 4% or $139,630 at 6%; with 100% employer match about $157,084 at 4% or $104,723 at 6%.
Synergy One Lending Welfare Benefits Plan-1,145---
201931,147$14,589,622$12,230,835$10,663iApproximate average salary by contribution assumption: employee only about $266,583 at 4% or $177,722 at 6%; with 50% employer match about $177,722 at 4% or $118,481 at 6%; with 100% employer match about $133,292 at 4% or $88,861 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-1,119$14,589,622$12,223,910$10,924iApproximate average salary by contribution assumption: employee only about $273,099 at 4% or $182,066 at 6%; with 50% employer match about $182,066 at 4% or $121,377 at 6%; with 100% employer match about $136,549 at 4% or $91,033 at 6%.
Synergy One Lending Welfare Benefits Plan-1,147---
Synergy One Lending 401K Plan-0-$6,925-
20183584$6,107,828$3,012,558$5,158iApproximate average salary by contribution assumption: employee only about $128,962 at 4% or $85,975 at 6%; with 50% employer match about $85,975 at 4% or $57,317 at 6%; with 100% employer match about $64,481 at 4% or $42,987 at 6%.
Synergy One Lending 401K Plan-537$4,348,622$1,120,094$2,086iApproximate average salary by contribution assumption: employee only about $52,146 at 4% or $34,764 at 6%; with 50% employer match about $34,764 at 4% or $23,176 at 6%; with 100% employer match about $26,073 at 4% or $17,382 at 6%.
Mutual of Omaha Mortgage 401(K) Plan-487$1,759,206$1,892,464$3,886iApproximate average salary by contribution assumption: employee only about $97,149 at 4% or $64,766 at 6%; with 50% employer match about $64,766 at 4% or $43,177 at 6%; with 100% employer match about $48,575 at 4% or $32,383 at 6%.
Synergy One Lending Welfare Benefits Plan-584---
20172479$3,739,773$1,608,068$3,357iApproximate average salary by contribution assumption: employee only about $83,928 at 4% or $55,952 at 6%; with 50% employer match about $55,952 at 4% or $37,302 at 6%; with 100% employer match about $41,964 at 4% or $27,976 at 6%.
Synergy One Lending 401K Plan-436$3,739,773$1,608,068$3,688iApproximate average salary by contribution assumption: employee only about $92,206 at 4% or $61,470 at 6%; with 50% employer match about $61,470 at 4% or $40,980 at 6%; with 100% employer match about $46,103 at 4% or $30,735 at 6%.
Synergy One Lending Welfare Benefits Plan-479---
20162368$1,797,967$1,133,416$3,080iApproximate average salary by contribution assumption: employee only about $76,998 at 4% or $51,332 at 6%; with 50% employer match about $51,332 at 4% or $34,221 at 6%; with 100% employer match about $38,499 at 4% or $25,666 at 6%.
Synergy One Lending 401K Plan-321$1,797,967$1,133,416$3,531iApproximate average salary by contribution assumption: employee only about $88,272 at 4% or $58,848 at 6%; with 50% employer match about $58,848 at 4% or $39,232 at 6%; with 100% employer match about $44,136 at 4% or $29,424 at 6%.
Synergy One Lending Welfare Benefits Plan-368---
20152262$584,312$596,725$2,278iApproximate average salary by contribution assumption: employee only about $56,939 at 4% or $37,960 at 6%; with 50% employer match about $37,960 at 4% or $25,306 at 6%; with 100% employer match about $28,470 at 4% or $18,980 at 6%.
Synergy One Lending 401K Plan-225$584,312$596,725$2,652iApproximate average salary by contribution assumption: employee only about $66,303 at 4% or $44,202 at 6%; with 50% employer match about $44,202 at 4% or $29,468 at 6%; with 100% employer match about $33,151 at 4% or $22,101 at 6%.
Synergy One Lending Welfare Benefits Plan-262---