Intercoastal Mortgage LLC
Plan context: Intercoastal Mortgage 401(K) Plan
EIN 52-1597440 • 12 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
179
2024 Assets
$14,905,634
2024 Contributions
$2,295,822
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 |
|---|---|---|---|---|---|
| 2024 | 4 | 179 | $14,905,634 | $2,295,822 | $12,826iApproximate average salary by contribution assumption: employee only about $320,646 at 4% or $213,764 at 6%; with 50% employer match about $213,764 at 4% or $142,509 at 6%; with 100% employer match about $160,323 at 4% or $106,882 at 6%. |
| Intercoastal Mortgage 401(K) Plan | - | 179 | $14,905,634 | $2,295,822 | $12,826iApproximate average salary by contribution assumption: employee only about $320,646 at 4% or $213,764 at 6%; with 50% employer match about $213,764 at 4% or $142,509 at 6%; with 100% employer match about $160,323 at 4% or $106,882 at 6%. |
| Intercoastal Mortgage Medical Plan | - | 134 | - | - | - |
| Intercoastal Mortgage Vision Plan | - | 132 | - | - | - |
| Intercoastal Mortgage Life and Disability Plan | - | 173 | - | - | - |
| 2023 | 4 | 179 | $12,211,465 | $1,647,099 | $9,202iApproximate average salary by contribution assumption: employee only about $230,042 at 4% or $153,361 at 6%; with 50% employer match about $153,361 at 4% or $102,241 at 6%; with 100% employer match about $115,021 at 4% or $76,681 at 6%. |
| Intercoastal Mortgage 401(K) Plan | - | 179 | $12,211,465 | $1,647,099 | $9,202iApproximate average salary by contribution assumption: employee only about $230,042 at 4% or $153,361 at 6%; with 50% employer match about $153,361 at 4% or $102,241 at 6%; with 100% employer match about $115,021 at 4% or $76,681 at 6%. |
| Intercoastal Mortgage Life and Disability Plan | - | 177 | - | - | - |
| Intercoastal Mortgage Medical Plan | - | 151 | - | - | - |
| Intercoastal Mortgage Vision Plan | - | 127 | - | - | - |
| 2022 | 4 | 218 | $10,471,493 | $4,713,279 | $21,621iApproximate average salary by contribution assumption: employee only about $540,514 at 4% or $360,342 at 6%; with 50% employer match about $360,342 at 4% or $240,228 at 6%; with 100% employer match about $270,257 at 4% or $180,171 at 6%. |
| Intercoastal Mortgage 401(K) Plan | - | 218 | $10,471,493 | $4,713,279 | $21,621iApproximate average salary by contribution assumption: employee only about $540,514 at 4% or $360,342 at 6%; with 50% employer match about $360,342 at 4% or $240,228 at 6%; with 100% employer match about $270,257 at 4% or $180,171 at 6%. |
| Intercoastal Mortgage Life and Disability Plan | - | 217 | - | - | - |
| Intercoastal Mortgage Medical Plan | - | 186 | - | - | - |
| Intercoastal Mortgage Vision Plan | - | 159 | - | - | - |