Civic Intelligence

Siwell Inc.

Plan context: CAPITAL MORGAGE SERVICES 401(K) PROFIT SHARING PLAN

EIN 75-1791492 • Lubbock, TX • 21 filings • 3 plans

4212 50th StreetLubbock, TX 79413
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$3,064,658

2024 Contributions

$1,592,133

Historical Graphs

Total Assets Over Time

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

$3,119,938$1,559,969$0201220182024YearValue
$3,064,658Latest year 2024

Participants Over Time

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

87440201220182024YearValue
64Latest 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
2024264$3,064,658$1,592,133$24,877iApproximate average salary by contribution assumption: employee only about $621,927 at 4% or $414,618 at 6%; with 50% employer match about $414,618 at 4% or $276,412 at 6%; with 100% employer match about $310,963 at 4% or $207,309 at 6%.
CAPITAL MORGAGE SERVICES 401(K) PROFIT SHARING PLAN-64$3,064,658$1,592,133$24,877iApproximate average salary by contribution assumption: employee only about $621,927 at 4% or $414,618 at 6%; with 50% employer match about $414,618 at 4% or $276,412 at 6%; with 100% employer match about $310,963 at 4% or $207,309 at 6%.
CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN-0$0--
2023280$3,119,938$266,945$3,337iApproximate average salary by contribution assumption: employee only about $83,420 at 4% or $55,614 at 6%; with 50% employer match about $55,614 at 4% or $37,076 at 6%; with 100% employer match about $41,710 at 4% or $27,807 at 6%.
CAPITAL MORGAGE SERVICES 401(K) PROFIT SHARING PLAN-80$1,570,477$266,945$3,337iApproximate average salary by contribution assumption: employee only about $83,420 at 4% or $55,614 at 6%; with 50% employer match about $55,614 at 4% or $37,076 at 6%; with 100% employer match about $41,710 at 4% or $27,807 at 6%.
CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN-61$1,549,461--
2022387$2,841,069$662,064$7,610iApproximate average salary by contribution assumption: employee only about $190,248 at 4% or $126,832 at 6%; with 50% employer match about $126,832 at 4% or $84,555 at 6%; with 100% employer match about $95,124 at 4% or $63,416 at 6%.
CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN-70$1,490,816--
CAPITAL MORGAGE SERVICES 401(K) PROFIT SHARING PLAN-87$1,350,253$662,064$7,610iApproximate average salary by contribution assumption: employee only about $190,248 at 4% or $126,832 at 6%; with 50% employer match about $126,832 at 4% or $84,555 at 6%; with 100% employer match about $95,124 at 4% or $63,416 at 6%.
Capital Mortgage Services Retirement Plan-0$0$0-
2021382$2,437,660$1,077,848$13,144iApproximate average salary by contribution assumption: employee only about $328,612 at 4% or $219,075 at 6%; with 50% employer match about $219,075 at 4% or $146,050 at 6%; with 100% employer match about $164,306 at 4% or $109,537 at 6%.
CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN-82$1,483,234$658,859$8,035iApproximate average salary by contribution assumption: employee only about $200,872 at 4% or $133,914 at 6%; with 50% employer match about $133,914 at 4% or $89,276 at 6%; with 100% employer match about $100,436 at 4% or $66,957 at 6%.
CAPITAL MORGAGE SERVICES 401(K) PROFIT SHARING PLAN-82$944,698$418,989$5,110iApproximate average salary by contribution assumption: employee only about $127,741 at 4% or $85,160 at 6%; with 50% employer match about $85,160 at 4% or $56,774 at 6%; with 100% employer match about $63,870 at 4% or $42,580 at 6%.
Capital Mortgage Services Retirement Plan-2$9,728$0-
2020353$1,755,869$1,345,331$25,384iApproximate average salary by contribution assumption: employee only about $634,590 at 4% or $423,060 at 6%; with 50% employer match about $423,060 at 4% or $282,040 at 6%; with 100% employer match about $317,295 at 4% or $211,530 at 6%.
CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN-52$829,084$829,084$15,944iApproximate average salary by contribution assumption: employee only about $398,598 at 4% or $265,732 at 6%; with 50% employer match about $265,732 at 4% or $177,155 at 6%; with 100% employer match about $199,299 at 4% or $132,866 at 6%.
CAPITAL MORGAGE SERVICES 401(K) PROFIT SHARING PLAN-53$516,247$516,247$9,741iApproximate average salary by contribution assumption: employee only about $243,513 at 4% or $162,342 at 6%; with 50% employer match about $162,342 at 4% or $108,228 at 6%; with 100% employer match about $121,756 at 4% or $81,171 at 6%.
Capital Mortgage Services Retirement Plan-21$410,538--
2019127$469,063$0-
Capital Mortgage Services Retirement Plan-27$469,063--
2018134$446,995$0-
Capital Mortgage Services Retirement Plan-34$446,995--
2017153$447,337$0-
Capital Mortgage Services Retirement Plan-53$447,337--
2016147$442,592$0-
Capital Mortgage Services Retirement Plan-47$442,592--
2015126$448,159$7,705$296iApproximate average salary by contribution assumption: employee only about $7,409 at 4% or $4,939 at 6%; with 50% employer match about $4,939 at 4% or $3,293 at 6%; with 100% employer match about $3,704 at 4% or $2,470 at 6%.
Capital Mortgage Services Retirement Plan-26$448,159$7,705$296iApproximate average salary by contribution assumption: employee only about $7,409 at 4% or $4,939 at 6%; with 50% employer match about $4,939 at 4% or $3,293 at 6%; with 100% employer match about $3,704 at 4% or $2,470 at 6%.
2014135$439,021$165,335$4,724iApproximate average salary by contribution assumption: employee only about $118,096 at 4% or $78,731 at 6%; with 50% employer match about $78,731 at 4% or $52,487 at 6%; with 100% employer match about $59,048 at 4% or $39,365 at 6%.
Capital Mortgage Services Retirement Plan-35$439,021$165,335$4,724iApproximate average salary by contribution assumption: employee only about $118,096 at 4% or $78,731 at 6%; with 50% employer match about $78,731 at 4% or $52,487 at 6%; with 100% employer match about $59,048 at 4% or $39,365 at 6%.
2013124$273,686$126,508$5,271iApproximate average salary by contribution assumption: employee only about $131,779 at 4% or $87,853 at 6%; with 50% employer match about $87,853 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,926 at 6%.
Capital Mortgage Services Retirement Plan-24$273,686$126,508$5,271iApproximate average salary by contribution assumption: employee only about $131,779 at 4% or $87,853 at 6%; with 50% employer match about $87,853 at 4% or $58,569 at 6%; with 100% employer match about $65,890 at 4% or $43,926 at 6%.
2012124$147,178$147,178$6,132iApproximate average salary by contribution assumption: employee only about $153,310 at 4% or $102,207 at 6%; with 50% employer match about $102,207 at 4% or $68,138 at 6%; with 100% employer match about $76,655 at 4% or $51,103 at 6%.
Capital Mortgage Services Retirement Plan-24$147,178$147,178$6,132iApproximate average salary by contribution assumption: employee only about $153,310 at 4% or $102,207 at 6%; with 50% employer match about $102,207 at 4% or $68,138 at 6%; with 100% employer match about $76,655 at 4% or $51,103 at 6%.