Civic Intelligence

Municipal Mortgage & Equity LLC

Plan context: The Shelter Group 401K Plan Municipal Mortgage & Equity LLC

EIN 52-1449733 • Baltimore, MD • 26 filings • 8 plans

621 East Pratt StreetSuite 600Baltimore, MD 21202
Current Snapshot

Latest Year

2019

2019 Participants

35

2019 Assets

$9,404,192

2019 Contributions

$586,113

Historical Graphs

Total Assets Over Time

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

$25,131,704$12,565,852$0199920102018YearValue
$9,404,192Latest year 2018

Participants Over Time

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

5892950199920082017YearValue
35Latest year 2017

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
201910$0$0-
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-0---
201810$9,404,192$0-
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-0$9,404,192--
2017135$18,314,316$586,113$16,746iApproximate average salary by contribution assumption: employee only about $418,652 at 4% or $279,101 at 6%; with 50% employer match about $279,101 at 4% or $186,068 at 6%; with 100% employer match about $209,326 at 4% or $139,551 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-35$18,314,316$586,113$16,746iApproximate average salary by contribution assumption: employee only about $418,652 at 4% or $279,101 at 6%; with 50% employer match about $279,101 at 4% or $186,068 at 6%; with 100% employer match about $209,326 at 4% or $139,551 at 6%.
2016133$15,973,814$559,468$16,954iApproximate average salary by contribution assumption: employee only about $423,839 at 4% or $282,560 at 6%; with 50% employer match about $282,560 at 4% or $188,373 at 6%; with 100% employer match about $211,920 at 4% or $141,280 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-33$15,973,814$559,468$16,954iApproximate average salary by contribution assumption: employee only about $423,839 at 4% or $282,560 at 6%; with 50% employer match about $282,560 at 4% or $188,373 at 6%; with 100% employer match about $211,920 at 4% or $141,280 at 6%.
2015128$15,607,897$404,705$14,454iApproximate average salary by contribution assumption: employee only about $361,344 at 4% or $240,896 at 6%; with 50% employer match about $240,896 at 4% or $160,597 at 6%; with 100% employer match about $180,672 at 4% or $120,448 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-28$15,607,897$404,705$14,454iApproximate average salary by contribution assumption: employee only about $361,344 at 4% or $240,896 at 6%; with 50% employer match about $240,896 at 4% or $160,597 at 6%; with 100% employer match about $180,672 at 4% or $120,448 at 6%.
2014128$15,739,083$278,202$9,936iApproximate average salary by contribution assumption: employee only about $248,395 at 4% or $165,596 at 6%; with 50% employer match about $165,596 at 4% or $110,398 at 6%; with 100% employer match about $124,197 at 4% or $82,798 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-28$15,739,083$278,202$9,936iApproximate average salary by contribution assumption: employee only about $248,395 at 4% or $165,596 at 6%; with 50% employer match about $165,596 at 4% or $110,398 at 6%; with 100% employer match about $124,197 at 4% or $82,798 at 6%.
2013126$18,163,896$357,275$13,741iApproximate average salary by contribution assumption: employee only about $343,534 at 4% or $229,022 at 6%; with 50% employer match about $229,022 at 4% or $152,682 at 6%; with 100% employer match about $171,767 at 4% or $114,511 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-26$18,163,896$357,275$13,741iApproximate average salary by contribution assumption: employee only about $343,534 at 4% or $229,022 at 6%; with 50% employer match about $229,022 at 4% or $152,682 at 6%; with 100% employer match about $171,767 at 4% or $114,511 at 6%.
2012134$17,218,127$422,707$12,433iApproximate average salary by contribution assumption: employee only about $310,814 at 4% or $207,209 at 6%; with 50% employer match about $207,209 at 4% or $138,140 at 6%; with 100% employer match about $155,407 at 4% or $103,605 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-34$17,218,127$422,707$12,433iApproximate average salary by contribution assumption: employee only about $310,814 at 4% or $207,209 at 6%; with 50% employer match about $207,209 at 4% or $138,140 at 6%; with 100% employer match about $155,407 at 4% or $103,605 at 6%.
2011137$17,028,687$468,970$12,675iApproximate average salary by contribution assumption: employee only about $316,872 at 4% or $211,248 at 6%; with 50% employer match about $211,248 at 4% or $140,832 at 6%; with 100% employer match about $158,436 at 4% or $105,624 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-37$17,028,687$468,970$12,675iApproximate average salary by contribution assumption: employee only about $316,872 at 4% or $211,248 at 6%; with 50% employer match about $211,248 at 4% or $140,832 at 6%; with 100% employer match about $158,436 at 4% or $105,624 at 6%.
2010181$19,585,084$536,483$6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,387 at 6%; with 50% employer match about $110,387 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-81$19,585,084$536,483$6,623iApproximate average salary by contribution assumption: employee only about $165,581 at 4% or $110,387 at 6%; with 50% employer match about $110,387 at 4% or $73,592 at 6%; with 100% employer match about $82,791 at 4% or $55,194 at 6%.
20092106$18,826,387$2,255,948$21,283iApproximate average salary by contribution assumption: employee only about $532,063 at 4% or $354,709 at 6%; with 50% employer match about $354,709 at 4% or $236,473 at 6%; with 100% employer match about $266,032 at 4% or $177,354 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-106$18,826,387$2,255,948$21,283iApproximate average salary by contribution assumption: employee only about $532,063 at 4% or $354,709 at 6%; with 50% employer match about $354,709 at 4% or $236,473 at 6%; with 100% employer match about $266,032 at 4% or $177,354 at 6%.
MUNIMAE FLEXIBLE BENEFITS PLAN-53---
20081480$18,297,403$4,772,233$9,942iApproximate average salary by contribution assumption: employee only about $248,554 at 4% or $165,703 at 6%; with 50% employer match about $165,703 at 4% or $110,468 at 6%; with 100% employer match about $124,277 at 4% or $82,851 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-480$18,297,403$4,772,233$9,942iApproximate average salary by contribution assumption: employee only about $248,554 at 4% or $165,703 at 6%; with 50% employer match about $165,703 at 4% or $110,468 at 6%; with 100% employer match about $124,277 at 4% or $82,851 at 6%.
20071589$25,131,704$5,717,837$9,708iApproximate average salary by contribution assumption: employee only about $242,693 at 4% or $161,795 at 6%; with 50% employer match about $161,795 at 4% or $107,863 at 6%; with 100% employer match about $121,346 at 4% or $80,898 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-589$25,131,704$5,717,837$9,708iApproximate average salary by contribution assumption: employee only about $242,693 at 4% or $161,795 at 6%; with 50% employer match about $161,795 at 4% or $107,863 at 6%; with 100% employer match about $121,346 at 4% or $80,898 at 6%.
20062544$19,513,043$4,845,635$8,907iApproximate average salary by contribution assumption: employee only about $222,685 at 4% or $148,457 at 6%; with 50% employer match about $148,457 at 4% or $98,971 at 6%; with 100% employer match about $111,343 at 4% or $74,228 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-500$19,513,043$4,845,635$9,691iApproximate average salary by contribution assumption: employee only about $242,282 at 4% or $161,521 at 6%; with 50% employer match about $161,521 at 4% or $107,681 at 6%; with 100% employer match about $121,141 at 4% or $80,761 at 6%.
MUNIMAE FLEXIBLE BENEFITS PLAN-544---
20052478$17,250,986$3,651,510$7,639iApproximate average salary by contribution assumption: employee only about $190,979 at 4% or $127,319 at 6%; with 50% employer match about $127,319 at 4% or $84,879 at 6%; with 100% employer match about $95,489 at 4% or $63,660 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-478$17,250,986$3,651,510$7,639iApproximate average salary by contribution assumption: employee only about $190,979 at 4% or $127,319 at 6%; with 50% employer match about $127,319 at 4% or $84,879 at 6%; with 100% employer match about $95,489 at 4% or $63,660 at 6%.
MUNIMAE FLEXIBLE BENEFITS PLAN-462---
20041325$14,807,985$3,230,786$9,941iApproximate average salary by contribution assumption: employee only about $248,522 at 4% or $165,681 at 6%; with 50% employer match about $165,681 at 4% or $110,454 at 6%; with 100% employer match about $124,261 at 4% or $82,841 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-325$14,807,985$3,230,786$9,941iApproximate average salary by contribution assumption: employee only about $248,522 at 4% or $165,681 at 6%; with 50% employer match about $165,681 at 4% or $110,454 at 6%; with 100% employer match about $124,261 at 4% or $82,841 at 6%.
20032341$10,429,253$1,740,424$5,104iApproximate average salary by contribution assumption: employee only about $127,597 at 4% or $85,065 at 6%; with 50% employer match about $85,065 at 4% or $56,710 at 6%; with 100% employer match about $63,799 at 4% or $42,532 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-322$10,429,253$1,740,424$5,405iApproximate average salary by contribution assumption: employee only about $135,126 at 4% or $90,084 at 6%; with 50% employer match about $90,084 at 4% or $60,056 at 6%; with 100% employer match about $67,563 at 4% or $45,042 at 6%.
MMA FINANCIAL, LLC FLEXIBLE BENEFITS PLAN-341---
20022397$0$0-
MMA FINANCIAL, LLC FLEXIBLE BENEFITS PLAN-397---
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-214---
20011165$7,263,991$847,344$5,135iApproximate average salary by contribution assumption: employee only about $128,385 at 4% or $85,590 at 6%; with 50% employer match about $85,590 at 4% or $57,060 at 6%; with 100% employer match about $64,193 at 4% or $42,795 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-165$7,263,991$847,344$5,135iApproximate average salary by contribution assumption: employee only about $128,385 at 4% or $85,590 at 6%; with 50% employer match about $85,590 at 4% or $57,060 at 6%; with 100% employer match about $64,193 at 4% or $42,795 at 6%.
20001178$0$0-
MUNICIPAL MORTGAGE & EQUITY, LLC FLEXIBLE BENEFITS PLAN-178---
1999127$771,545$433,841$16,068iApproximate average salary by contribution assumption: employee only about $401,705 at 4% or $267,803 at 6%; with 50% employer match about $267,803 at 4% or $178,535 at 6%; with 100% employer match about $200,852 at 4% or $133,902 at 6%.
The Shelter Group 401K Plan Municipal Mortgage & Equity LLC-27$771,545$433,841$16,068iApproximate average salary by contribution assumption: employee only about $401,705 at 4% or $267,803 at 6%; with 50% employer match about $267,803 at 4% or $178,535 at 6%; with 100% employer match about $200,852 at 4% or $133,902 at 6%.