Mortgage Specialist Inc.
Plan context: Mortgage Specialist Inc. 401K Profit Sharing Plan
EIN 56-1940007 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
5
2004 Assets
$214,353
2004 Contributions
$52,429
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 5 | $214,353 | $52,429 | $10,486iApproximate average salary by contribution assumption: employee only about $262,145 at 4% or $174,763 at 6%; with 50% employer match about $174,763 at 4% or $116,509 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%. |
| Mortgage Specialist Inc. 401K Profit Sharing Plan | - | 5 | $214,353 | $52,429 | $10,486iApproximate average salary by contribution assumption: employee only about $262,145 at 4% or $174,763 at 6%; with 50% employer match about $174,763 at 4% or $116,509 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%. |
| 2003 | 1 | 13 | $297,433 | $60,530 | $4,656iApproximate average salary by contribution assumption: employee only about $116,404 at 4% or $77,603 at 6%; with 50% employer match about $77,603 at 4% or $51,735 at 6%; with 100% employer match about $58,202 at 4% or $38,801 at 6%. |
| Mortgage Specialist Inc. 401K Profit Sharing Plan | - | 13 | $297,433 | $60,530 | $4,656iApproximate average salary by contribution assumption: employee only about $116,404 at 4% or $77,603 at 6%; with 50% employer match about $77,603 at 4% or $51,735 at 6%; with 100% employer match about $58,202 at 4% or $38,801 at 6%. |
| 2002 | 1 | 13 | $215,703 | $55,416 | $4,263iApproximate average salary by contribution assumption: employee only about $106,569 at 4% or $71,046 at 6%; with 50% employer match about $71,046 at 4% or $47,364 at 6%; with 100% employer match about $53,285 at 4% or $35,523 at 6%. |
| Mortgage Specialist Inc. 401K Profit Sharing Plan | - | 13 | $215,703 | $55,416 | $4,263iApproximate average salary by contribution assumption: employee only about $106,569 at 4% or $71,046 at 6%; with 50% employer match about $71,046 at 4% or $47,364 at 6%; with 100% employer match about $53,285 at 4% or $35,523 at 6%. |
| 2001 | 1 | 15 | $210,654 | $48,300 | $3,220iApproximate average salary by contribution assumption: employee only about $80,500 at 4% or $53,667 at 6%; with 50% employer match about $53,667 at 4% or $35,778 at 6%; with 100% employer match about $40,250 at 4% or $26,833 at 6%. |
| Mortgage Specialist Inc. 401K Profit Sharing Plan | - | 15 | $210,654 | $48,300 | $3,220iApproximate average salary by contribution assumption: employee only about $80,500 at 4% or $53,667 at 6%; with 50% employer match about $53,667 at 4% or $35,778 at 6%; with 100% employer match about $40,250 at 4% or $26,833 at 6%. |
| 2000 | 1 | 13 | $0 | $0 | - |
| Mortgage Specialist Inc. 401K Profit Sharing Plan | - | 13 | - | - | - |
| 1999 | 1 | 10 | $214,513 | $71,243 | $7,124iApproximate average salary by contribution assumption: employee only about $178,108 at 4% or $118,738 at 6%; with 50% employer match about $118,738 at 4% or $79,159 at 6%; with 100% employer match about $89,054 at 4% or $59,369 at 6%. |
| Mortgage Specialist Inc. 401K Profit Sharing Plan | - | 10 | $214,513 | $71,243 | $7,124iApproximate average salary by contribution assumption: employee only about $178,108 at 4% or $118,738 at 6%; with 50% employer match about $118,738 at 4% or $79,159 at 6%; with 100% employer match about $89,054 at 4% or $59,369 at 6%. |