Civic Intelligence

Mortgage Equity Team LLC

Plan context: Mortgage Equity Team Retirement Plan

EIN 47-1524967 • Rustburg, VA • 9 filings • 1 plans

2532 Bear Creek RoadRustburg, VA 24588
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$462,023

2024 Contributions

$93,559

Historical Graphs

Total Assets Over Time

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

$462,023$231,012$0201620202024YearValue
$462,023Latest year 2024

Participants Over Time

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

210201620202024YearValue
2Latest 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
202412$462,023$93,559$46,780iApproximate average salary by contribution assumption: employee only about $1,169,488 at 4% or $779,658 at 6%; with 50% employer match about $779,658 at 4% or $519,772 at 6%; with 100% employer match about $584,744 at 4% or $389,829 at 6%.
Mortgage Equity Team Retirement Plan-2$462,023$93,559$46,780iApproximate average salary by contribution assumption: employee only about $1,169,488 at 4% or $779,658 at 6%; with 50% employer match about $779,658 at 4% or $519,772 at 6%; with 100% employer match about $584,744 at 4% or $389,829 at 6%.
202312$320,867$37,862$18,931iApproximate average salary by contribution assumption: employee only about $473,275 at 4% or $315,517 at 6%; with 50% employer match about $315,517 at 4% or $210,344 at 6%; with 100% employer match about $236,638 at 4% or $157,758 at 6%.
Mortgage Equity Team Retirement Plan-2$320,867$37,862$18,931iApproximate average salary by contribution assumption: employee only about $473,275 at 4% or $315,517 at 6%; with 50% employer match about $315,517 at 4% or $210,344 at 6%; with 100% employer match about $236,638 at 4% or $157,758 at 6%.
202212$239,183$3,850$1,925iApproximate average salary by contribution assumption: employee only about $48,125 at 4% or $32,083 at 6%; with 50% employer match about $32,083 at 4% or $21,389 at 6%; with 100% employer match about $24,063 at 4% or $16,042 at 6%.
Mortgage Equity Team Retirement Plan-2$239,183$3,850$1,925iApproximate average salary by contribution assumption: employee only about $48,125 at 4% or $32,083 at 6%; with 50% employer match about $32,083 at 4% or $21,389 at 6%; with 100% employer match about $24,063 at 4% or $16,042 at 6%.
202112$281,875$45,690$22,845iApproximate average salary by contribution assumption: employee only about $571,125 at 4% or $380,750 at 6%; with 50% employer match about $380,750 at 4% or $253,833 at 6%; with 100% employer match about $285,563 at 4% or $190,375 at 6%.
Mortgage Equity Team Retirement Plan-2$281,875$45,690$22,845iApproximate average salary by contribution assumption: employee only about $571,125 at 4% or $380,750 at 6%; with 50% employer match about $380,750 at 4% or $253,833 at 6%; with 100% employer match about $285,563 at 4% or $190,375 at 6%.
202012$210,058$45,732$22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%.
Mortgage Equity Team Retirement Plan-2$210,058$45,732$22,866iApproximate average salary by contribution assumption: employee only about $571,650 at 4% or $381,100 at 6%; with 50% employer match about $381,100 at 4% or $254,067 at 6%; with 100% employer match about $285,825 at 4% or $190,550 at 6%.
201912$142,946$34,087$17,044iApproximate average salary by contribution assumption: employee only about $426,088 at 4% or $284,058 at 6%; with 50% employer match about $284,058 at 4% or $189,372 at 6%; with 100% employer match about $213,044 at 4% or $142,029 at 6%.
Mortgage Equity Team Retirement Plan-2$142,946$34,087$17,044iApproximate average salary by contribution assumption: employee only about $426,088 at 4% or $284,058 at 6%; with 50% employer match about $284,058 at 4% or $189,372 at 6%; with 100% employer match about $213,044 at 4% or $142,029 at 6%.
201812$91,933$40,377$20,189iApproximate average salary by contribution assumption: employee only about $504,713 at 4% or $336,475 at 6%; with 50% employer match about $336,475 at 4% or $224,317 at 6%; with 100% employer match about $252,356 at 4% or $168,238 at 6%.
Mortgage Equity Team Retirement Plan-2$91,933$40,377$20,189iApproximate average salary by contribution assumption: employee only about $504,713 at 4% or $336,475 at 6%; with 50% employer match about $336,475 at 4% or $224,317 at 6%; with 100% employer match about $252,356 at 4% or $168,238 at 6%.
201712$54,424$48,929$24,465iApproximate average salary by contribution assumption: employee only about $611,613 at 4% or $407,742 at 6%; with 50% employer match about $407,742 at 4% or $271,828 at 6%; with 100% employer match about $305,806 at 4% or $203,871 at 6%.
Mortgage Equity Team Retirement Plan-2$54,424$48,929$24,465iApproximate average salary by contribution assumption: employee only about $611,613 at 4% or $407,742 at 6%; with 50% employer match about $407,742 at 4% or $271,828 at 6%; with 100% employer match about $305,806 at 4% or $203,871 at 6%.
201612$3,234$3,150$1,575iApproximate average salary by contribution assumption: employee only about $39,375 at 4% or $26,250 at 6%; with 50% employer match about $26,250 at 4% or $17,500 at 6%; with 100% employer match about $19,688 at 4% or $13,125 at 6%.
Mortgage Equity Team Retirement Plan-2$3,234$3,150$1,575iApproximate average salary by contribution assumption: employee only about $39,375 at 4% or $26,250 at 6%; with 50% employer match about $26,250 at 4% or $17,500 at 6%; with 100% employer match about $19,688 at 4% or $13,125 at 6%.