Civic Intelligence

Collateral Mortgage Ltd

Plan context: The Collateral Family of Companies 401(K) Plan

EIN 63-0925217 • 21 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

185

2024 Assets

$12,503,130

2024 Contributions

$458,981

Historical Graphs

Total Assets Over Time

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

$16,542,669$8,271,335$0199920162024YearValue
$12,503,130Latest year 2024

Participants Over Time

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

7293650199920152024YearValue
185Latest year 2024

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
20241185$12,503,130$458,981$2,481iApproximate average salary by contribution assumption: employee only about $62,024 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,566 at 6%; with 100% employer match about $31,012 at 4% or $20,675 at 6%.
The Collateral Family of Companies 401(K) Plan-185$12,503,130$458,981$2,481iApproximate average salary by contribution assumption: employee only about $62,024 at 4% or $41,350 at 6%; with 50% employer match about $41,350 at 4% or $27,566 at 6%; with 100% employer match about $31,012 at 4% or $20,675 at 6%.
20231200$12,124,625$478,288$2,391iApproximate average salary by contribution assumption: employee only about $59,786 at 4% or $39,857 at 6%; with 50% employer match about $39,857 at 4% or $26,572 at 6%; with 100% employer match about $29,893 at 4% or $19,929 at 6%.
The Collateral Family of Companies 401(K) Plan-200$12,124,625$478,288$2,391iApproximate average salary by contribution assumption: employee only about $59,786 at 4% or $39,857 at 6%; with 50% employer match about $39,857 at 4% or $26,572 at 6%; with 100% employer match about $29,893 at 4% or $19,929 at 6%.
20221200$11,252,561$457,562$2,288iApproximate average salary by contribution assumption: employee only about $57,195 at 4% or $38,130 at 6%; with 50% employer match about $38,130 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%.
The Collateral Family of Companies 401(K) Plan-200$11,252,561$457,562$2,288iApproximate average salary by contribution assumption: employee only about $57,195 at 4% or $38,130 at 6%; with 50% employer match about $38,130 at 4% or $25,420 at 6%; with 100% employer match about $28,598 at 4% or $19,065 at 6%.
2021148$14,299,175$650,398$13,550iApproximate average salary by contribution assumption: employee only about $338,749 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,555 at 6%; with 100% employer match about $169,374 at 4% or $112,916 at 6%.
The Collateral Family of Companies 401(K) Plan-48$14,299,175$650,398$13,550iApproximate average salary by contribution assumption: employee only about $338,749 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,555 at 6%; with 100% employer match about $169,374 at 4% or $112,916 at 6%.
2020153$12,350,643$378,731$7,146iApproximate average salary by contribution assumption: employee only about $178,647 at 4% or $119,098 at 6%; with 50% employer match about $119,098 at 4% or $79,399 at 6%; with 100% employer match about $89,323 at 4% or $59,549 at 6%.
The Collateral Family of Companies 401(K) Plan-53$12,350,643$378,731$7,146iApproximate average salary by contribution assumption: employee only about $178,647 at 4% or $119,098 at 6%; with 50% employer match about $119,098 at 4% or $79,399 at 6%; with 100% employer match about $89,323 at 4% or $59,549 at 6%.
2019152$10,248,770$356,428$6,854iApproximate average salary by contribution assumption: employee only about $171,360 at 4% or $114,240 at 6%; with 50% employer match about $114,240 at 4% or $76,160 at 6%; with 100% employer match about $85,680 at 4% or $57,120 at 6%.
The Collateral Family of Companies 401(K) Plan-52$10,248,770$356,428$6,854iApproximate average salary by contribution assumption: employee only about $171,360 at 4% or $114,240 at 6%; with 50% employer match about $114,240 at 4% or $76,160 at 6%; with 100% employer match about $85,680 at 4% or $57,120 at 6%.
2018153$10,154,643$402,991$7,604iApproximate average salary by contribution assumption: employee only about $190,090 at 4% or $126,727 at 6%; with 50% employer match about $126,727 at 4% or $84,484 at 6%; with 100% employer match about $95,045 at 4% or $63,363 at 6%.
The Collateral Family of Companies 401(K) Plan-53$10,154,643$402,991$7,604iApproximate average salary by contribution assumption: employee only about $190,090 at 4% or $126,727 at 6%; with 50% employer match about $126,727 at 4% or $84,484 at 6%; with 100% employer match about $95,045 at 4% or $63,363 at 6%.
2017164$11,517,786$449,740$7,027iApproximate average salary by contribution assumption: employee only about $175,680 at 4% or $117,120 at 6%; with 50% employer match about $117,120 at 4% or $78,080 at 6%; with 100% employer match about $87,840 at 4% or $58,560 at 6%.
The Collateral Family of Companies 401(K) Plan-64$11,517,786$449,740$7,027iApproximate average salary by contribution assumption: employee only about $175,680 at 4% or $117,120 at 6%; with 50% employer match about $117,120 at 4% or $78,080 at 6%; with 100% employer match about $87,840 at 4% or $58,560 at 6%.
2016170$10,156,415$404,146$5,774iApproximate average salary by contribution assumption: employee only about $144,338 at 4% or $96,225 at 6%; with 50% employer match about $96,225 at 4% or $64,150 at 6%; with 100% employer match about $72,169 at 4% or $48,113 at 6%.
The Collateral Family of Companies 401(K) Plan-70$10,156,415$404,146$5,774iApproximate average salary by contribution assumption: employee only about $144,338 at 4% or $96,225 at 6%; with 50% employer match about $96,225 at 4% or $64,150 at 6%; with 100% employer match about $72,169 at 4% or $48,113 at 6%.
2015172$10,973,534$464,496$6,451iApproximate average salary by contribution assumption: employee only about $161,283 at 4% or $107,522 at 6%; with 50% employer match about $107,522 at 4% or $71,681 at 6%; with 100% employer match about $80,642 at 4% or $53,761 at 6%.
The Collateral Family of Companies 401(K) Plan-72$10,973,534$464,496$6,451iApproximate average salary by contribution assumption: employee only about $161,283 at 4% or $107,522 at 6%; with 50% employer match about $107,522 at 4% or $71,681 at 6%; with 100% employer match about $80,642 at 4% or $53,761 at 6%.
2014176$11,122,950$468,109$6,159iApproximate average salary by contribution assumption: employee only about $153,983 at 4% or $102,655 at 6%; with 50% employer match about $102,655 at 4% or $68,437 at 6%; with 100% employer match about $76,992 at 4% or $51,328 at 6%.
The Collateral Family of Companies 401(K) Plan-76$11,122,950$468,109$6,159iApproximate average salary by contribution assumption: employee only about $153,983 at 4% or $102,655 at 6%; with 50% employer match about $102,655 at 4% or $68,437 at 6%; with 100% employer match about $76,992 at 4% or $51,328 at 6%.
2013183$11,605,090$388,463$4,680iApproximate average salary by contribution assumption: employee only about $117,007 at 4% or $78,005 at 6%; with 50% employer match about $78,005 at 4% or $52,003 at 6%; with 100% employer match about $58,503 at 4% or $39,002 at 6%.
The Collateral Family of Companies 401(K) Plan-83$11,605,090$388,463$4,680iApproximate average salary by contribution assumption: employee only about $117,007 at 4% or $78,005 at 6%; with 50% employer match about $78,005 at 4% or $52,003 at 6%; with 100% employer match about $58,503 at 4% or $39,002 at 6%.
2012173$11,950,025$370,021$5,069iApproximate average salary by contribution assumption: employee only about $126,720 at 4% or $84,480 at 6%; with 50% employer match about $84,480 at 4% or $56,320 at 6%; with 100% employer match about $63,360 at 4% or $42,240 at 6%.
The Collateral Family of Companies 401(K) Plan-73$11,950,025$370,021$5,069iApproximate average salary by contribution assumption: employee only about $126,720 at 4% or $84,480 at 6%; with 50% employer match about $84,480 at 4% or $56,320 at 6%; with 100% employer match about $63,360 at 4% or $42,240 at 6%.
2011175$13,818,074$374,121$4,988iApproximate average salary by contribution assumption: employee only about $124,707 at 4% or $83,138 at 6%; with 50% employer match about $83,138 at 4% or $55,425 at 6%; with 100% employer match about $62,353 at 4% or $41,569 at 6%.
The Collateral Family of Companies 401(K) Plan-75$13,818,074$374,121$4,988iApproximate average salary by contribution assumption: employee only about $124,707 at 4% or $83,138 at 6%; with 50% employer match about $83,138 at 4% or $55,425 at 6%; with 100% employer match about $62,353 at 4% or $41,569 at 6%.
2010189$16,542,669$500,846$5,627iApproximate average salary by contribution assumption: employee only about $140,687 at 4% or $93,791 at 6%; with 50% employer match about $93,791 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%.
The Collateral Family of Companies 401(K) Plan-89$16,542,669$500,846$5,627iApproximate average salary by contribution assumption: employee only about $140,687 at 4% or $93,791 at 6%; with 50% employer match about $93,791 at 4% or $62,528 at 6%; with 100% employer match about $70,344 at 4% or $46,896 at 6%.
20031210$0$0-
NEWSOUTH FEDERAL SAVINGS BANK FLEXIBLE BENEFIT PLAN-210---
20021230$0$0-
NEWSOUTH FEDERAL SAVINGS BANK FLEXIBLE BENEFIT PLAN-230---
20012651$12,959,045$2,291,330$3,520iApproximate average salary by contribution assumption: employee only about $87,993 at 4% or $58,662 at 6%; with 50% employer match about $58,662 at 4% or $39,108 at 6%; with 100% employer match about $43,996 at 4% or $29,331 at 6%.
Collateral Mortgage Ltd 401 K Profit Sharing Plan-651$12,959,045$2,291,330$3,520iApproximate average salary by contribution assumption: employee only about $87,993 at 4% or $58,662 at 6%; with 50% employer match about $58,662 at 4% or $39,108 at 6%; with 100% employer match about $43,996 at 4% or $29,331 at 6%.
NEWSOUTH FEDERAL SAVINGS BANK FLEXIBLE BENEFIT PLAN-0---
19992729$11,391,928$2,244,221$3,078iApproximate average salary by contribution assumption: employee only about $76,962 at 4% or $51,308 at 6%; with 50% employer match about $51,308 at 4% or $34,205 at 6%; with 100% employer match about $38,481 at 4% or $25,654 at 6%.
Collateral Mortgage Ltd 401 K Profit Sharing Plan-729$11,391,928$2,244,221$3,078iApproximate average salary by contribution assumption: employee only about $76,962 at 4% or $51,308 at 6%; with 50% employer match about $51,308 at 4% or $34,205 at 6%; with 100% employer match about $38,481 at 4% or $25,654 at 6%.
Collateral Mortgage Ltd., Flexible Benefit Plan-0---