Civic Intelligence

Mortgage South Inc.

Plan context: Mortgage South Inc. 401K Profit Sharing Trust

EIN 54-1770108 • 10 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

13

2008 Assets

$568,667

2008 Contributions

$8,122

Historical Graphs

Total Assets Over Time

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

$920,944$460,472$0199920042008YearValue
$568,667Latest year 2008

Participants Over Time

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

1790199920032007YearValue
13Latest year 2007

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
200810$568,667$8,122-
Mortgage South Inc. 401K Profit Sharing Trust-0$568,667$8,122-
2007113$829,200$33,507$2,577iApproximate average salary by contribution assumption: employee only about $64,437 at 4% or $42,958 at 6%; with 50% employer match about $42,958 at 4% or $28,638 at 6%; with 100% employer match about $32,218 at 4% or $21,479 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-13$829,200$33,507$2,577iApproximate average salary by contribution assumption: employee only about $64,437 at 4% or $42,958 at 6%; with 50% employer match about $42,958 at 4% or $28,638 at 6%; with 100% employer match about $32,218 at 4% or $21,479 at 6%.
2006111$920,944$39,713$3,610iApproximate average salary by contribution assumption: employee only about $90,257 at 4% or $60,171 at 6%; with 50% employer match about $60,171 at 4% or $40,114 at 6%; with 100% employer match about $45,128 at 4% or $30,086 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-11$920,944$39,713$3,610iApproximate average salary by contribution assumption: employee only about $90,257 at 4% or $60,171 at 6%; with 50% employer match about $60,171 at 4% or $40,114 at 6%; with 100% employer match about $45,128 at 4% or $30,086 at 6%.
2005112$768,724$70,209$5,851iApproximate average salary by contribution assumption: employee only about $146,269 at 4% or $97,513 at 6%; with 50% employer match about $97,513 at 4% or $65,008 at 6%; with 100% employer match about $73,134 at 4% or $48,756 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-12$768,724$70,209$5,851iApproximate average salary by contribution assumption: employee only about $146,269 at 4% or $97,513 at 6%; with 50% employer match about $97,513 at 4% or $65,008 at 6%; with 100% employer match about $73,134 at 4% or $48,756 at 6%.
2004114$723,880$57,158$4,083iApproximate average salary by contribution assumption: employee only about $102,068 at 4% or $68,045 at 6%; with 50% employer match about $68,045 at 4% or $45,363 at 6%; with 100% employer match about $51,034 at 4% or $34,023 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-14$723,880$57,158$4,083iApproximate average salary by contribution assumption: employee only about $102,068 at 4% or $68,045 at 6%; with 50% employer match about $68,045 at 4% or $45,363 at 6%; with 100% employer match about $51,034 at 4% or $34,023 at 6%.
2003115$631,986$147,298$9,820iApproximate average salary by contribution assumption: employee only about $245,497 at 4% or $163,664 at 6%; with 50% employer match about $163,664 at 4% or $109,110 at 6%; with 100% employer match about $122,748 at 4% or $81,832 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-15$631,986$147,298$9,820iApproximate average salary by contribution assumption: employee only about $245,497 at 4% or $163,664 at 6%; with 50% employer match about $163,664 at 4% or $109,110 at 6%; with 100% employer match about $122,748 at 4% or $81,832 at 6%.
2002112$400,330$69,868$5,822iApproximate average salary by contribution assumption: employee only about $145,558 at 4% or $97,039 at 6%; with 50% employer match about $97,039 at 4% or $64,693 at 6%; with 100% employer match about $72,779 at 4% or $48,519 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-12$400,330$69,868$5,822iApproximate average salary by contribution assumption: employee only about $145,558 at 4% or $97,039 at 6%; with 50% employer match about $97,039 at 4% or $64,693 at 6%; with 100% employer match about $72,779 at 4% or $48,519 at 6%.
2001112$394,042$43,162$3,597iApproximate average salary by contribution assumption: employee only about $89,921 at 4% or $59,947 at 6%; with 50% employer match about $59,947 at 4% or $39,965 at 6%; with 100% employer match about $44,960 at 4% or $29,974 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-12$394,042$43,162$3,597iApproximate average salary by contribution assumption: employee only about $89,921 at 4% or $59,947 at 6%; with 50% employer match about $59,947 at 4% or $39,965 at 6%; with 100% employer match about $44,960 at 4% or $29,974 at 6%.
2000115$0$0-
Mortgage South Inc. 401K Profit Sharing Trust-15---
1999117$268,587$58,788$3,458iApproximate average salary by contribution assumption: employee only about $86,453 at 4% or $57,635 at 6%; with 50% employer match about $57,635 at 4% or $38,424 at 6%; with 100% employer match about $43,226 at 4% or $28,818 at 6%.
Mortgage South Inc. 401K Profit Sharing Trust-17$268,587$58,788$3,458iApproximate average salary by contribution assumption: employee only about $86,453 at 4% or $57,635 at 6%; with 50% employer match about $57,635 at 4% or $38,424 at 6%; with 100% employer match about $43,226 at 4% or $28,818 at 6%.