RATES FOR US, LLC
Plan context: MORTGAGECS 401(K) PLAN
EIN 47-3476188 • Newtown, PA • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$926,284
2025 Contributions
$113,002
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $926,284 | $113,002 | $16,143iApproximate average salary by contribution assumption: employee only about $403,579 at 4% or $269,052 at 6%; with 50% employer match about $269,052 at 4% or $179,368 at 6%; with 100% employer match about $201,789 at 4% or $134,526 at 6%. |
| MORTGAGECS 401(K) PLAN | - | 7 | $926,284 | $113,002 | $16,143iApproximate average salary by contribution assumption: employee only about $403,579 at 4% or $269,052 at 6%; with 50% employer match about $269,052 at 4% or $179,368 at 6%; with 100% employer match about $201,789 at 4% or $134,526 at 6%. |
| 2024 | 1 | 6 | $679,492 | $76,226 | $12,704iApproximate average salary by contribution assumption: employee only about $317,608 at 4% or $211,739 at 6%; with 50% employer match about $211,739 at 4% or $141,159 at 6%; with 100% employer match about $158,804 at 4% or $105,869 at 6%. |
| MORTGAGECS 401(K) PLAN | - | 6 | $679,492 | $76,226 | $12,704iApproximate average salary by contribution assumption: employee only about $317,608 at 4% or $211,739 at 6%; with 50% employer match about $211,739 at 4% or $141,159 at 6%; with 100% employer match about $158,804 at 4% or $105,869 at 6%. |
| 2023 | 1 | 6 | $528,414 | $81,381 | $13,564iApproximate average salary by contribution assumption: employee only about $339,088 at 4% or $226,058 at 6%; with 50% employer match about $226,058 at 4% or $150,706 at 6%; with 100% employer match about $169,544 at 4% or $113,029 at 6%. |
| MORTGAGECS 401(K) PLAN | - | 6 | $528,414 | $81,381 | $13,564iApproximate average salary by contribution assumption: employee only about $339,088 at 4% or $226,058 at 6%; with 50% employer match about $226,058 at 4% or $150,706 at 6%; with 100% employer match about $169,544 at 4% or $113,029 at 6%. |
| 2022 | 1 | 8 | $402,563 | $216,567 | $27,071iApproximate average salary by contribution assumption: employee only about $676,772 at 4% or $451,181 at 6%; with 50% employer match about $451,181 at 4% or $300,788 at 6%; with 100% employer match about $338,386 at 4% or $225,591 at 6%. |
| MORTGAGECS 401(K) PLAN | - | 8 | $402,563 | $216,567 | $27,071iApproximate average salary by contribution assumption: employee only about $676,772 at 4% or $451,181 at 6%; with 50% employer match about $451,181 at 4% or $300,788 at 6%; with 100% employer match about $338,386 at 4% or $225,591 at 6%. |
| 2021 | 1 | 8 | $287,193 | $211,472 | $26,434iApproximate average salary by contribution assumption: employee only about $660,850 at 4% or $440,567 at 6%; with 50% employer match about $440,567 at 4% or $293,711 at 6%; with 100% employer match about $330,425 at 4% or $220,283 at 6%. |
| MORTGAGECS 401(K) PLAN | - | 8 | $287,193 | $211,472 | $26,434iApproximate average salary by contribution assumption: employee only about $660,850 at 4% or $440,567 at 6%; with 50% employer match about $440,567 at 4% or $293,711 at 6%; with 100% employer match about $330,425 at 4% or $220,283 at 6%. |
| 2020 | 1 | 5 | $48,477 | $45,571 | $9,114iApproximate average salary by contribution assumption: employee only about $227,855 at 4% or $151,903 at 6%; with 50% employer match about $151,903 at 4% or $101,269 at 6%; with 100% employer match about $113,928 at 4% or $75,952 at 6%. |
| MORTGAGECS 401(K) PLAN | - | 5 | $48,477 | $45,571 | $9,114iApproximate average salary by contribution assumption: employee only about $227,855 at 4% or $151,903 at 6%; with 50% employer match about $151,903 at 4% or $101,269 at 6%; with 100% employer match about $113,928 at 4% or $75,952 at 6%. |