Civic Intelligence

Equisouth Mortgage Inc.

Plan context: Equisouth Mortgage Inc. 401K Plan

EIN 63-1155682 • Montgomery, AL • 20 filings • 2 plans

8113 Glynnwood DrMontgomery, AL 36117
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$1,845

2022 Contributions

$100

Historical Graphs

Total Assets Over Time

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

$290,622$145,311$0200220122021YearValue
$1,845Latest year 2021

Participants Over Time

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

19100200220112021YearValue
5Latest year 2021

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
202210$0$0-
Equisouth Mortgage Inc. 401K Plan-0$0--
202115$1,845$0-
Equisouth Mortgage Inc. 401K Plan-5$1,845--
202015$1,406$0-
Equisouth Mortgage Inc. 401K Plan-5$1,406--
201915$2,703$0-
Equisouth Mortgage Inc. 401K Plan-5$2,703--
201815$3,667$0-
Equisouth Mortgage Inc. 401K Plan-5$3,667--
201619$43,699$0-
Equisouth Mortgage Inc. 401K Plan-9$43,699--
201519$47,792$0-
Equisouth Mortgage Inc. 401K Plan-9$47,792--
2014110$50,640$100$10iApproximate average salary by contribution assumption: employee only about $250 at 4% or $167 at 6%; with 50% employer match about $167 at 4% or $111 at 6%; with 100% employer match about $125 at 4% or $83 at 6%.
Equisouth Mortgage Inc. 401K Plan-10$50,640$100$10iApproximate average salary by contribution assumption: employee only about $250 at 4% or $167 at 6%; with 50% employer match about $167 at 4% or $111 at 6%; with 100% employer match about $125 at 4% or $83 at 6%.
2013114$113,093$880$63iApproximate average salary by contribution assumption: employee only about $1,571 at 4% or $1,048 at 6%; with 50% employer match about $1,048 at 4% or $698 at 6%; with 100% employer match about $786 at 4% or $524 at 6%.
Equisouth Mortgage Inc. 401K Plan-14$113,093$880$63iApproximate average salary by contribution assumption: employee only about $1,571 at 4% or $1,048 at 6%; with 50% employer match about $1,048 at 4% or $698 at 6%; with 100% employer match about $786 at 4% or $524 at 6%.
2012114$99,778$3,417$244iApproximate average salary by contribution assumption: employee only about $6,102 at 4% or $4,068 at 6%; with 50% employer match about $4,068 at 4% or $2,712 at 6%; with 100% employer match about $3,051 at 4% or $2,034 at 6%.
Equisouth Mortgage Inc. 401K Plan-14$99,778$3,417$244iApproximate average salary by contribution assumption: employee only about $6,102 at 4% or $4,068 at 6%; with 50% employer match about $4,068 at 4% or $2,712 at 6%; with 100% employer match about $3,051 at 4% or $2,034 at 6%.
2011116$94,804$543$34iApproximate average salary by contribution assumption: employee only about $848 at 4% or $566 at 6%; with 50% employer match about $566 at 4% or $377 at 6%; with 100% employer match about $424 at 4% or $283 at 6%.
Equisouth Mortgage Inc. 401K Plan-16$94,804$543$34iApproximate average salary by contribution assumption: employee only about $848 at 4% or $566 at 6%; with 50% employer match about $566 at 4% or $377 at 6%; with 100% employer match about $424 at 4% or $283 at 6%.
2010117$160,623$2,720$160iApproximate average salary by contribution assumption: employee only about $4,000 at 4% or $2,667 at 6%; with 50% employer match about $2,667 at 4% or $1,778 at 6%; with 100% employer match about $2,000 at 4% or $1,333 at 6%.
Equisouth Mortgage Inc. 401K Plan-17$160,623$2,720$160iApproximate average salary by contribution assumption: employee only about $4,000 at 4% or $2,667 at 6%; with 50% employer match about $2,667 at 4% or $1,778 at 6%; with 100% employer match about $2,000 at 4% or $1,333 at 6%.
2009119$168,813$6,802$358iApproximate average salary by contribution assumption: employee only about $8,950 at 4% or $5,967 at 6%; with 50% employer match about $5,967 at 4% or $3,978 at 6%; with 100% employer match about $4,475 at 4% or $2,983 at 6%.
Equisouth Mortgage Inc. 401K Plan-19$168,813$6,802$358iApproximate average salary by contribution assumption: employee only about $8,950 at 4% or $5,967 at 6%; with 50% employer match about $5,967 at 4% or $3,978 at 6%; with 100% employer match about $4,475 at 4% or $2,983 at 6%.
2008112$261,830$42,218$3,518iApproximate average salary by contribution assumption: employee only about $87,954 at 4% or $58,636 at 6%; with 50% employer match about $58,636 at 4% or $39,091 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
Equisouth Mortgage Inc. 401K Plan-12$261,830$42,218$3,518iApproximate average salary by contribution assumption: employee only about $87,954 at 4% or $58,636 at 6%; with 50% employer match about $58,636 at 4% or $39,091 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
2007115$0$0-
Equisouth Mortgage Inc. 401K Plan-15---
2006114$290,622$74,845$5,346iApproximate average salary by contribution assumption: employee only about $133,652 at 4% or $89,101 at 6%; with 50% employer match about $89,101 at 4% or $59,401 at 6%; with 100% employer match about $66,826 at 4% or $44,551 at 6%.
Equisouth Mortgage Inc. 401K Plan-14$290,622$74,845$5,346iApproximate average salary by contribution assumption: employee only about $133,652 at 4% or $89,101 at 6%; with 50% employer match about $89,101 at 4% or $59,401 at 6%; with 100% employer match about $66,826 at 4% or $44,551 at 6%.
2005111$222,146$58,605$5,328iApproximate average salary by contribution assumption: employee only about $133,193 at 4% or $88,795 at 6%; with 50% employer match about $88,795 at 4% or $59,197 at 6%; with 100% employer match about $66,597 at 4% or $44,398 at 6%.
Equisouth Mortgage Inc. 401K Plan-11$222,146$58,605$5,328iApproximate average salary by contribution assumption: employee only about $133,193 at 4% or $88,795 at 6%; with 50% employer match about $88,795 at 4% or $59,197 at 6%; with 100% employer match about $66,597 at 4% or $44,398 at 6%.
200419$193,300$61,640$6,849iApproximate average salary by contribution assumption: employee only about $171,222 at 4% or $114,148 at 6%; with 50% employer match about $114,148 at 4% or $76,099 at 6%; with 100% employer match about $85,611 at 4% or $57,074 at 6%.
Equisouth Mortgage Inc. 401K Plan-9$193,300$61,640$6,849iApproximate average salary by contribution assumption: employee only about $171,222 at 4% or $114,148 at 6%; with 50% employer match about $114,148 at 4% or $76,099 at 6%; with 100% employer match about $85,611 at 4% or $57,074 at 6%.
2003114$135,957$70,157$5,011iApproximate average salary by contribution assumption: employee only about $125,280 at 4% or $83,520 at 6%; with 50% employer match about $83,520 at 4% or $55,680 at 6%; with 100% employer match about $62,640 at 4% or $41,760 at 6%.
Equisouth Mortgage Inc. 401K Plan-14$135,957$70,157$5,011iApproximate average salary by contribution assumption: employee only about $125,280 at 4% or $83,520 at 6%; with 50% employer match about $83,520 at 4% or $55,680 at 6%; with 100% employer match about $62,640 at 4% or $41,760 at 6%.
200218$52,779$60,137$7,517iApproximate average salary by contribution assumption: employee only about $187,928 at 4% or $125,285 at 6%; with 50% employer match about $125,285 at 4% or $83,524 at 6%; with 100% employer match about $93,964 at 4% or $62,643 at 6%.
Equisouth Mortgage Inc. 401K Plan-8$52,779$60,137$7,517iApproximate average salary by contribution assumption: employee only about $187,928 at 4% or $125,285 at 6%; with 50% employer match about $125,285 at 4% or $83,524 at 6%; with 100% employer match about $93,964 at 4% or $62,643 at 6%.