The Carolina Mortgage Group LLC
Plan context: The Carolina Mortgage Group LLC 401K Plan
EIN 57-1129732 • 5 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$3,366
2008 Contributions
$634
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 2 | $3,366 | $0 | - |
| The Carolina Mortgage Group LLC 401K Plan | - | 2 | $3,366 | - | - |
| 2007 | 1 | 2 | $15,388 | $634 | $317iApproximate average salary by contribution assumption: employee only about $7,925 at 4% or $5,283 at 6%; with 50% employer match about $5,283 at 4% or $3,522 at 6%; with 100% employer match about $3,963 at 4% or $2,642 at 6%. |
| The Carolina Mortgage Group LLC 401K Plan | - | 2 | $15,388 | $634 | $317iApproximate average salary by contribution assumption: employee only about $7,925 at 4% or $5,283 at 6%; with 50% employer match about $5,283 at 4% or $3,522 at 6%; with 100% employer match about $3,963 at 4% or $2,642 at 6%. |
| 2005 | 1 | 5 | $12,930 | $6,423 | $1,285iApproximate average salary by contribution assumption: employee only about $32,115 at 4% or $21,410 at 6%; with 50% employer match about $21,410 at 4% or $14,273 at 6%; with 100% employer match about $16,057 at 4% or $10,705 at 6%. |
| The Carolina Mortgage Group LLC 401K Plan | - | 5 | $12,930 | $6,423 | $1,285iApproximate average salary by contribution assumption: employee only about $32,115 at 4% or $21,410 at 6%; with 50% employer match about $21,410 at 4% or $14,273 at 6%; with 100% employer match about $16,057 at 4% or $10,705 at 6%. |
| 2004 | 1 | 6 | $16,863 | $16,896 | $2,816iApproximate average salary by contribution assumption: employee only about $70,400 at 4% or $46,933 at 6%; with 50% employer match about $46,933 at 4% or $31,289 at 6%; with 100% employer match about $35,200 at 4% or $23,467 at 6%. |
| The Carolina Mortgage Group LLC 401K Plan | - | 6 | $16,863 | $16,896 | $2,816iApproximate average salary by contribution assumption: employee only about $70,400 at 4% or $46,933 at 6%; with 50% employer match about $46,933 at 4% or $31,289 at 6%; with 100% employer match about $35,200 at 4% or $23,467 at 6%. |
| 2003 | 1 | 12 | $2,815 | $2,792 | $233iApproximate average salary by contribution assumption: employee only about $5,817 at 4% or $3,878 at 6%; with 50% employer match about $3,878 at 4% or $2,585 at 6%; with 100% employer match about $2,908 at 4% or $1,939 at 6%. |
| The Carolina Mortgage Group LLC 401K Plan | - | 12 | $2,815 | $2,792 | $233iApproximate average salary by contribution assumption: employee only about $5,817 at 4% or $3,878 at 6%; with 50% employer match about $3,878 at 4% or $2,585 at 6%; with 100% employer match about $2,908 at 4% or $1,939 at 6%. |