Eustis Mortgage Corporation
Plan context: Eustis Mortgage Corporation Incentive Retirement Plan
EIN 72-0484657 • New Orleans, LA • 35 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
139
2024 Assets
$10,276,196
2024 Contributions
$1,243,727
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 139 | $10,276,196 | $1,243,727 | $8,948iApproximate average salary by contribution assumption: employee only about $223,692 at 4% or $149,128 at 6%; with 50% employer match about $149,128 at 4% or $99,419 at 6%; with 100% employer match about $111,846 at 4% or $74,564 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 139 | $10,276,196 | $1,243,727 | $8,948iApproximate average salary by contribution assumption: employee only about $223,692 at 4% or $149,128 at 6%; with 50% employer match about $149,128 at 4% or $99,419 at 6%; with 100% employer match about $111,846 at 4% or $74,564 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 130 | - | - | - |
| 2023 | 2 | 139 | $10,834,100 | $1,136,879 | $8,179iApproximate average salary by contribution assumption: employee only about $204,475 at 4% or $136,316 at 6%; with 50% employer match about $136,316 at 4% or $90,878 at 6%; with 100% employer match about $102,237 at 4% or $68,158 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 139 | $10,834,100 | $1,136,879 | $8,179iApproximate average salary by contribution assumption: employee only about $204,475 at 4% or $136,316 at 6%; with 50% employer match about $136,316 at 4% or $90,878 at 6%; with 100% employer match about $102,237 at 4% or $68,158 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 132 | - | - | - |
| 2022 | 2 | 180 | $10,899,514 | $2,268,646 | $12,604iApproximate average salary by contribution assumption: employee only about $315,090 at 4% or $210,060 at 6%; with 50% employer match about $210,060 at 4% or $140,040 at 6%; with 100% employer match about $157,545 at 4% or $105,030 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 179 | $10,899,514 | $2,268,646 | $12,674iApproximate average salary by contribution assumption: employee only about $316,850 at 4% or $211,233 at 6%; with 50% employer match about $211,233 at 4% or $140,822 at 6%; with 100% employer match about $158,425 at 4% or $105,617 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 180 | - | - | - |
| 2021 | 2 | 237 | $12,384,817 | $2,236,417 | $9,436iApproximate average salary by contribution assumption: employee only about $235,909 at 4% or $157,273 at 6%; with 50% employer match about $157,273 at 4% or $104,848 at 6%; with 100% employer match about $117,954 at 4% or $78,636 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 224 | $12,384,817 | $2,236,417 | $9,984iApproximate average salary by contribution assumption: employee only about $249,600 at 4% or $166,400 at 6%; with 50% employer match about $166,400 at 4% or $110,933 at 6%; with 100% employer match about $124,800 at 4% or $83,200 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 237 | - | - | - |
| 2020 | 2 | 167 | $10,690,654 | $1,754,779 | $10,508iApproximate average salary by contribution assumption: employee only about $262,691 at 4% or $175,128 at 6%; with 50% employer match about $175,128 at 4% or $116,752 at 6%; with 100% employer match about $131,346 at 4% or $87,564 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 159 | $10,690,654 | $1,754,779 | $11,036iApproximate average salary by contribution assumption: employee only about $275,909 at 4% or $183,939 at 6%; with 50% employer match about $183,939 at 4% or $122,626 at 6%; with 100% employer match about $137,954 at 4% or $91,970 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 167 | - | - | - |
| 2019 | 2 | 129 | $7,730,606 | $851,309 | $6,599iApproximate average salary by contribution assumption: employee only about $164,982 at 4% or $109,988 at 6%; with 50% employer match about $109,988 at 4% or $73,325 at 6%; with 100% employer match about $82,491 at 4% or $54,994 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 125 | $7,730,606 | $851,309 | $6,810iApproximate average salary by contribution assumption: employee only about $170,262 at 4% or $113,508 at 6%; with 50% employer match about $113,508 at 4% or $75,672 at 6%; with 100% employer match about $85,131 at 4% or $56,754 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 129 | - | - | - |
| 2018 | 2 | 127 | $6,181,491 | $940,166 | $7,403iApproximate average salary by contribution assumption: employee only about $185,072 at 4% or $123,381 at 6%; with 50% employer match about $123,381 at 4% or $82,254 at 6%; with 100% employer match about $92,536 at 4% or $61,691 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 121 | $6,181,491 | $940,166 | $7,770iApproximate average salary by contribution assumption: employee only about $194,249 at 4% or $129,499 at 6%; with 50% employer match about $129,499 at 4% or $86,333 at 6%; with 100% employer match about $97,125 at 4% or $64,750 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 127 | - | - | - |
| 2017 | 2 | 129 | $7,066,699 | $755,277 | $5,855iApproximate average salary by contribution assumption: employee only about $146,372 at 4% or $97,581 at 6%; with 50% employer match about $97,581 at 4% or $65,054 at 6%; with 100% employer match about $73,186 at 4% or $48,791 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 128 | $7,066,699 | $755,277 | $5,901iApproximate average salary by contribution assumption: employee only about $147,515 at 4% or $98,343 at 6%; with 50% employer match about $98,343 at 4% or $65,562 at 6%; with 100% employer match about $73,758 at 4% or $49,172 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 129 | - | - | - |
| 2016 | 2 | 137 | $5,934,247 | $437,057 | $3,190iApproximate average salary by contribution assumption: employee only about $79,755 at 4% or $53,170 at 6%; with 50% employer match about $53,170 at 4% or $35,447 at 6%; with 100% employer match about $39,877 at 4% or $26,585 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 112 | $5,934,247 | $437,057 | $3,902iApproximate average salary by contribution assumption: employee only about $97,557 at 4% or $65,038 at 6%; with 50% employer match about $65,038 at 4% or $43,359 at 6%; with 100% employer match about $48,779 at 4% or $32,519 at 6%. |
| Eustis Mortgage Corporation Employee Benefit Plan | - | 137 | - | - | - |
| 2015 | 1 | 75 | $5,166,693 | $346,421 | $4,619iApproximate average salary by contribution assumption: employee only about $115,474 at 4% or $76,982 at 6%; with 50% employer match about $76,982 at 4% or $51,322 at 6%; with 100% employer match about $57,737 at 4% or $38,491 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 75 | $5,166,693 | $346,421 | $4,619iApproximate average salary by contribution assumption: employee only about $115,474 at 4% or $76,982 at 6%; with 50% employer match about $76,982 at 4% or $51,322 at 6%; with 100% employer match about $57,737 at 4% or $38,491 at 6%. |
| 2014 | 1 | 58 | $5,135,158 | $533,178 | $9,193iApproximate average salary by contribution assumption: employee only about $229,818 at 4% or $153,212 at 6%; with 50% employer match about $153,212 at 4% or $102,141 at 6%; with 100% employer match about $114,909 at 4% or $76,606 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 58 | $5,135,158 | $533,178 | $9,193iApproximate average salary by contribution assumption: employee only about $229,818 at 4% or $153,212 at 6%; with 50% employer match about $153,212 at 4% or $102,141 at 6%; with 100% employer match about $114,909 at 4% or $76,606 at 6%. |
| 2013 | 1 | 69 | $4,565,703 | $588,663 | $8,531iApproximate average salary by contribution assumption: employee only about $213,284 at 4% or $142,189 at 6%; with 50% employer match about $142,189 at 4% or $94,793 at 6%; with 100% employer match about $106,642 at 4% or $71,095 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 69 | $4,565,703 | $588,663 | $8,531iApproximate average salary by contribution assumption: employee only about $213,284 at 4% or $142,189 at 6%; with 50% employer match about $142,189 at 4% or $94,793 at 6%; with 100% employer match about $106,642 at 4% or $71,095 at 6%. |
| 2012 | 1 | 73 | $3,723,167 | $459,469 | $6,294iApproximate average salary by contribution assumption: employee only about $157,352 at 4% or $104,902 at 6%; with 50% employer match about $104,902 at 4% or $69,934 at 6%; with 100% employer match about $78,676 at 4% or $52,451 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 73 | $3,723,167 | $459,469 | $6,294iApproximate average salary by contribution assumption: employee only about $157,352 at 4% or $104,902 at 6%; with 50% employer match about $104,902 at 4% or $69,934 at 6%; with 100% employer match about $78,676 at 4% or $52,451 at 6%. |
| 2011 | 1 | 60 | $3,012,292 | $368,043 | $6,134iApproximate average salary by contribution assumption: employee only about $153,351 at 4% or $102,234 at 6%; with 50% employer match about $102,234 at 4% or $68,156 at 6%; with 100% employer match about $76,676 at 4% or $51,117 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 60 | $3,012,292 | $368,043 | $6,134iApproximate average salary by contribution assumption: employee only about $153,351 at 4% or $102,234 at 6%; with 50% employer match about $102,234 at 4% or $68,156 at 6%; with 100% employer match about $76,676 at 4% or $51,117 at 6%. |
| 2010 | 1 | 48 | $3,263,680 | $344,711 | $7,181iApproximate average salary by contribution assumption: employee only about $179,537 at 4% or $119,691 at 6%; with 50% employer match about $119,691 at 4% or $79,794 at 6%; with 100% employer match about $89,768 at 4% or $59,846 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 48 | $3,263,680 | $344,711 | $7,181iApproximate average salary by contribution assumption: employee only about $179,537 at 4% or $119,691 at 6%; with 50% employer match about $119,691 at 4% or $79,794 at 6%; with 100% employer match about $89,768 at 4% or $59,846 at 6%. |
| 2009 | 1 | 42 | $2,710,097 | $286,247 | $6,815iApproximate average salary by contribution assumption: employee only about $170,385 at 4% or $113,590 at 6%; with 50% employer match about $113,590 at 4% or $75,727 at 6%; with 100% employer match about $85,193 at 4% or $56,795 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 42 | $2,710,097 | $286,247 | $6,815iApproximate average salary by contribution assumption: employee only about $170,385 at 4% or $113,590 at 6%; with 50% employer match about $113,590 at 4% or $75,727 at 6%; with 100% employer match about $85,193 at 4% or $56,795 at 6%. |
| 2008 | 1 | 39 | $1,883,090 | $219,497 | $5,628iApproximate average salary by contribution assumption: employee only about $140,703 at 4% or $93,802 at 6%; with 50% employer match about $93,802 at 4% or $62,535 at 6%; with 100% employer match about $70,352 at 4% or $46,901 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 39 | $1,883,090 | $219,497 | $5,628iApproximate average salary by contribution assumption: employee only about $140,703 at 4% or $93,802 at 6%; with 50% employer match about $93,802 at 4% or $62,535 at 6%; with 100% employer match about $70,352 at 4% or $46,901 at 6%. |
| 2007 | 1 | 29 | $2,722,211 | $280,738 | $9,681iApproximate average salary by contribution assumption: employee only about $242,016 at 4% or $161,344 at 6%; with 50% employer match about $161,344 at 4% or $107,562 at 6%; with 100% employer match about $121,008 at 4% or $80,672 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 29 | $2,722,211 | $280,738 | $9,681iApproximate average salary by contribution assumption: employee only about $242,016 at 4% or $161,344 at 6%; with 50% employer match about $161,344 at 4% or $107,562 at 6%; with 100% employer match about $121,008 at 4% or $80,672 at 6%. |
| 2006 | 1 | 32 | $3,785,756 | $313,156 | $9,786iApproximate average salary by contribution assumption: employee only about $244,653 at 4% or $163,102 at 6%; with 50% employer match about $163,102 at 4% or $108,735 at 6%; with 100% employer match about $122,327 at 4% or $81,551 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 32 | $3,785,756 | $313,156 | $9,786iApproximate average salary by contribution assumption: employee only about $244,653 at 4% or $163,102 at 6%; with 50% employer match about $163,102 at 4% or $108,735 at 6%; with 100% employer match about $122,327 at 4% or $81,551 at 6%. |
| 2005 | 1 | 29 | $3,357,153 | $338,319 | $11,666iApproximate average salary by contribution assumption: employee only about $291,654 at 4% or $194,436 at 6%; with 50% employer match about $194,436 at 4% or $129,624 at 6%; with 100% employer match about $145,827 at 4% or $97,218 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 29 | $3,357,153 | $338,319 | $11,666iApproximate average salary by contribution assumption: employee only about $291,654 at 4% or $194,436 at 6%; with 50% employer match about $194,436 at 4% or $129,624 at 6%; with 100% employer match about $145,827 at 4% or $97,218 at 6%. |
| 2004 | 1 | 63 | $2,992,426 | $369,584 | $5,866iApproximate average salary by contribution assumption: employee only about $146,660 at 4% or $97,774 at 6%; with 50% employer match about $97,774 at 4% or $65,182 at 6%; with 100% employer match about $73,330 at 4% or $48,887 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 63 | $2,992,426 | $369,584 | $5,866iApproximate average salary by contribution assumption: employee only about $146,660 at 4% or $97,774 at 6%; with 50% employer match about $97,774 at 4% or $65,182 at 6%; with 100% employer match about $73,330 at 4% or $48,887 at 6%. |
| 2003 | 1 | 63 | $2,294,137 | $398,299 | $6,322iApproximate average salary by contribution assumption: employee only about $158,055 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 63 | $2,294,137 | $398,299 | $6,322iApproximate average salary by contribution assumption: employee only about $158,055 at 4% or $105,370 at 6%; with 50% employer match about $105,370 at 4% or $70,247 at 6%; with 100% employer match about $79,028 at 4% or $52,685 at 6%. |
| 2002 | 1 | 40 | $1,521,883 | $162,771 | $4,069iApproximate average salary by contribution assumption: employee only about $101,732 at 4% or $67,821 at 6%; with 50% employer match about $67,821 at 4% or $45,214 at 6%; with 100% employer match about $50,866 at 4% or $33,911 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 40 | $1,521,883 | $162,771 | $4,069iApproximate average salary by contribution assumption: employee only about $101,732 at 4% or $67,821 at 6%; with 50% employer match about $67,821 at 4% or $45,214 at 6%; with 100% employer match about $50,866 at 4% or $33,911 at 6%. |
| 2001 | 1 | 38 | $1,575,970 | $222,694 | $5,860iApproximate average salary by contribution assumption: employee only about $146,509 at 4% or $97,673 at 6%; with 50% employer match about $97,673 at 4% or $65,115 at 6%; with 100% employer match about $73,255 at 4% or $48,836 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 38 | $1,575,970 | $222,694 | $5,860iApproximate average salary by contribution assumption: employee only about $146,509 at 4% or $97,673 at 6%; with 50% employer match about $97,673 at 4% or $65,115 at 6%; with 100% employer match about $73,255 at 4% or $48,836 at 6%. |
| 2000 | 1 | 38 | $1,466,927 | $195,638 | $5,148iApproximate average salary by contribution assumption: employee only about $128,709 at 4% or $85,806 at 6%; with 50% employer match about $85,806 at 4% or $57,204 at 6%; with 100% employer match about $64,355 at 4% or $42,903 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 38 | $1,466,927 | $195,638 | $5,148iApproximate average salary by contribution assumption: employee only about $128,709 at 4% or $85,806 at 6%; with 50% employer match about $85,806 at 4% or $57,204 at 6%; with 100% employer match about $64,355 at 4% or $42,903 at 6%. |
| 1999 | 1 | 46 | $1,415,500 | $178,422 | $3,879iApproximate average salary by contribution assumption: employee only about $96,968 at 4% or $64,646 at 6%; with 50% employer match about $64,646 at 4% or $43,097 at 6%; with 100% employer match about $48,484 at 4% or $32,323 at 6%. |
| Eustis Mortgage Corporation Incentive Retirement Plan | - | 46 | $1,415,500 | $178,422 | $3,879iApproximate average salary by contribution assumption: employee only about $96,968 at 4% or $64,646 at 6%; with 50% employer match about $64,646 at 4% or $43,097 at 6%; with 100% employer match about $48,484 at 4% or $32,323 at 6%. |