Civic Intelligence

Spectrum Mortgage Group Inc.

Plan context: Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan

EIN 65-0244044 • Coconut Grove, FL • 23 filings • 2 plans

3121 Commodore Plaza, Suite 303Coconut Grove, FL 33133
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,770,266

2024 Contributions

$152,139

Historical Graphs

Total Assets Over Time

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

$2,770,266$1,385,133$0200220142024YearValue
$2,770,266Latest year 2024

Participants Over Time

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

530200220132024YearValue
4Latest 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
202414$2,770,266$152,139$38,035iApproximate average salary by contribution assumption: employee only about $950,869 at 4% or $633,913 at 6%; with 50% employer match about $633,913 at 4% or $422,608 at 6%; with 100% employer match about $475,434 at 4% or $316,956 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$2,770,266$152,139$38,035iApproximate average salary by contribution assumption: employee only about $950,869 at 4% or $633,913 at 6%; with 50% employer match about $633,913 at 4% or $422,608 at 6%; with 100% employer match about $475,434 at 4% or $316,956 at 6%.
202314$2,515,461$142,448$35,612iApproximate average salary by contribution assumption: employee only about $890,300 at 4% or $593,533 at 6%; with 50% employer match about $593,533 at 4% or $395,689 at 6%; with 100% employer match about $445,150 at 4% or $296,767 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$2,515,461$142,448$35,612iApproximate average salary by contribution assumption: employee only about $890,300 at 4% or $593,533 at 6%; with 50% employer match about $593,533 at 4% or $395,689 at 6%; with 100% employer match about $445,150 at 4% or $296,767 at 6%.
202214$2,220,130$131,819$32,955iApproximate average salary by contribution assumption: employee only about $823,869 at 4% or $549,246 at 6%; with 50% employer match about $549,246 at 4% or $366,164 at 6%; with 100% employer match about $411,934 at 4% or $274,623 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$2,220,130$131,819$32,955iApproximate average salary by contribution assumption: employee only about $823,869 at 4% or $549,246 at 6%; with 50% employer match about $549,246 at 4% or $366,164 at 6%; with 100% employer match about $411,934 at 4% or $274,623 at 6%.
202114$2,061,337$362,310$90,578iApproximate average salary by contribution assumption: employee only about $2,264,438 at 4% or $1,509,625 at 6%; with 50% employer match about $1,509,625 at 4% or $1,006,417 at 6%; with 100% employer match about $1,132,219 at 4% or $754,813 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$2,061,337$362,310$90,578iApproximate average salary by contribution assumption: employee only about $2,264,438 at 4% or $1,509,625 at 6%; with 50% employer match about $1,509,625 at 4% or $1,006,417 at 6%; with 100% employer match about $1,132,219 at 4% or $754,813 at 6%.
202014$1,712,993$140,322$35,081iApproximate average salary by contribution assumption: employee only about $877,013 at 4% or $584,675 at 6%; with 50% employer match about $584,675 at 4% or $389,783 at 6%; with 100% employer match about $438,506 at 4% or $292,338 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$1,712,993$140,322$35,081iApproximate average salary by contribution assumption: employee only about $877,013 at 4% or $584,675 at 6%; with 50% employer match about $584,675 at 4% or $389,783 at 6%; with 100% employer match about $438,506 at 4% or $292,338 at 6%.
201913$1,446,738$65,500$21,833iApproximate average salary by contribution assumption: employee only about $545,833 at 4% or $363,889 at 6%; with 50% employer match about $363,889 at 4% or $242,593 at 6%; with 100% employer match about $272,917 at 4% or $181,944 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-3$1,446,738$65,500$21,833iApproximate average salary by contribution assumption: employee only about $545,833 at 4% or $363,889 at 6%; with 50% employer match about $363,889 at 4% or $242,593 at 6%; with 100% employer match about $272,917 at 4% or $181,944 at 6%.
201814$1,300,863$148,496$37,124iApproximate average salary by contribution assumption: employee only about $928,100 at 4% or $618,733 at 6%; with 50% employer match about $618,733 at 4% or $412,489 at 6%; with 100% employer match about $464,050 at 4% or $309,367 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$1,300,863$148,496$37,124iApproximate average salary by contribution assumption: employee only about $928,100 at 4% or $618,733 at 6%; with 50% employer match about $618,733 at 4% or $412,489 at 6%; with 100% employer match about $464,050 at 4% or $309,367 at 6%.
201714$1,083,289$163,029$40,757iApproximate average salary by contribution assumption: employee only about $1,018,931 at 4% or $679,288 at 6%; with 50% employer match about $679,288 at 4% or $452,858 at 6%; with 100% employer match about $509,466 at 4% or $339,644 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$1,083,289$163,029$40,757iApproximate average salary by contribution assumption: employee only about $1,018,931 at 4% or $679,288 at 6%; with 50% employer match about $679,288 at 4% or $452,858 at 6%; with 100% employer match about $509,466 at 4% or $339,644 at 6%.
201614$853,840$94,044$23,511iApproximate average salary by contribution assumption: employee only about $587,775 at 4% or $391,850 at 6%; with 50% employer match about $391,850 at 4% or $261,233 at 6%; with 100% employer match about $293,888 at 4% or $195,925 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$853,840$94,044$23,511iApproximate average salary by contribution assumption: employee only about $587,775 at 4% or $391,850 at 6%; with 50% employer match about $391,850 at 4% or $261,233 at 6%; with 100% employer match about $293,888 at 4% or $195,925 at 6%.
201513$710,314$64,496$21,499iApproximate average salary by contribution assumption: employee only about $537,467 at 4% or $358,311 at 6%; with 50% employer match about $358,311 at 4% or $238,874 at 6%; with 100% employer match about $268,733 at 4% or $179,156 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-3$710,314$64,496$21,499iApproximate average salary by contribution assumption: employee only about $537,467 at 4% or $358,311 at 6%; with 50% employer match about $358,311 at 4% or $238,874 at 6%; with 100% employer match about $268,733 at 4% or $179,156 at 6%.
201413$610,920$63,253$21,084iApproximate average salary by contribution assumption: employee only about $527,108 at 4% or $351,406 at 6%; with 50% employer match about $351,406 at 4% or $234,270 at 6%; with 100% employer match about $263,554 at 4% or $175,703 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-3$610,920$63,253$21,084iApproximate average salary by contribution assumption: employee only about $527,108 at 4% or $351,406 at 6%; with 50% employer match about $351,406 at 4% or $234,270 at 6%; with 100% employer match about $263,554 at 4% or $175,703 at 6%.
201313$532,370$61,635$20,545iApproximate average salary by contribution assumption: employee only about $513,625 at 4% or $342,417 at 6%; with 50% employer match about $342,417 at 4% or $228,278 at 6%; with 100% employer match about $256,813 at 4% or $171,208 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-3$532,370$61,635$20,545iApproximate average salary by contribution assumption: employee only about $513,625 at 4% or $342,417 at 6%; with 50% employer match about $342,417 at 4% or $228,278 at 6%; with 100% employer match about $256,813 at 4% or $171,208 at 6%.
201215$482,537$32,984$6,597iApproximate average salary by contribution assumption: employee only about $164,920 at 4% or $109,947 at 6%; with 50% employer match about $109,947 at 4% or $73,298 at 6%; with 100% employer match about $82,460 at 4% or $54,973 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$482,537$32,984$6,597iApproximate average salary by contribution assumption: employee only about $164,920 at 4% or $109,947 at 6%; with 50% employer match about $109,947 at 4% or $73,298 at 6%; with 100% employer match about $82,460 at 4% or $54,973 at 6%.
201115$444,481$34,479$6,896iApproximate average salary by contribution assumption: employee only about $172,395 at 4% or $114,930 at 6%; with 50% employer match about $114,930 at 4% or $76,620 at 6%; with 100% employer match about $86,198 at 4% or $57,465 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$444,481$34,479$6,896iApproximate average salary by contribution assumption: employee only about $172,395 at 4% or $114,930 at 6%; with 50% employer match about $114,930 at 4% or $76,620 at 6%; with 100% employer match about $86,198 at 4% or $57,465 at 6%.
201015$412,166$7,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$412,166$7,500$1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%.
200915$454,052$9,728$1,946iApproximate average salary by contribution assumption: employee only about $48,640 at 4% or $32,427 at 6%; with 50% employer match about $32,427 at 4% or $21,618 at 6%; with 100% employer match about $24,320 at 4% or $16,213 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$454,052$9,728$1,946iApproximate average salary by contribution assumption: employee only about $48,640 at 4% or $32,427 at 6%; with 50% employer match about $32,427 at 4% or $21,618 at 6%; with 100% employer match about $24,320 at 4% or $16,213 at 6%.
200814$405,024$25,152$6,288iApproximate average salary by contribution assumption: employee only about $157,200 at 4% or $104,800 at 6%; with 50% employer match about $104,800 at 4% or $69,867 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$405,024$25,152$6,288iApproximate average salary by contribution assumption: employee only about $157,200 at 4% or $104,800 at 6%; with 50% employer match about $104,800 at 4% or $69,867 at 6%; with 100% employer match about $78,600 at 4% or $52,400 at 6%.
200714$0$0-
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4---
200615$420,675$93,905$18,781iApproximate average salary by contribution assumption: employee only about $469,525 at 4% or $313,017 at 6%; with 50% employer match about $313,017 at 4% or $208,678 at 6%; with 100% employer match about $234,763 at 4% or $156,508 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$420,675$93,905$18,781iApproximate average salary by contribution assumption: employee only about $469,525 at 4% or $313,017 at 6%; with 50% employer match about $313,017 at 4% or $208,678 at 6%; with 100% employer match about $234,763 at 4% or $156,508 at 6%.
200515$305,527$88,068$17,614iApproximate average salary by contribution assumption: employee only about $440,340 at 4% or $293,560 at 6%; with 50% employer match about $293,560 at 4% or $195,707 at 6%; with 100% employer match about $220,170 at 4% or $146,780 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$305,527$88,068$17,614iApproximate average salary by contribution assumption: employee only about $440,340 at 4% or $293,560 at 6%; with 50% employer match about $293,560 at 4% or $195,707 at 6%; with 100% employer match about $220,170 at 4% or $146,780 at 6%.
200414$233,292$85,933$21,483iApproximate average salary by contribution assumption: employee only about $537,081 at 4% or $358,054 at 6%; with 50% employer match about $358,054 at 4% or $238,703 at 6%; with 100% employer match about $268,541 at 4% or $179,027 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-4$233,292$85,933$21,483iApproximate average salary by contribution assumption: employee only about $537,081 at 4% or $358,054 at 6%; with 50% employer match about $358,054 at 4% or $238,703 at 6%; with 100% employer match about $268,541 at 4% or $179,027 at 6%.
200315$124,875$69,802$13,960iApproximate average salary by contribution assumption: employee only about $349,010 at 4% or $232,673 at 6%; with 50% employer match about $232,673 at 4% or $155,116 at 6%; with 100% employer match about $174,505 at 4% or $116,337 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$124,875$69,802$13,960iApproximate average salary by contribution assumption: employee only about $349,010 at 4% or $232,673 at 6%; with 50% employer match about $232,673 at 4% or $155,116 at 6%; with 100% employer match about $174,505 at 4% or $116,337 at 6%.
200215$51,022$51,022$10,204iApproximate average salary by contribution assumption: employee only about $255,110 at 4% or $170,073 at 6%; with 50% employer match about $170,073 at 4% or $113,382 at 6%; with 100% employer match about $127,555 at 4% or $85,037 at 6%.
Spectrum Mortgage Group Inc. 401(K) Profit Sharing Plan-5$51,022$51,022$10,204iApproximate average salary by contribution assumption: employee only about $255,110 at 4% or $170,073 at 6%; with 50% employer match about $170,073 at 4% or $113,382 at 6%; with 100% employer match about $127,555 at 4% or $85,037 at 6%.