Civic Intelligence

Mortgage Specialist Inc.

Plan context: Mortgage Specialist Inc. 401K Plan and Trust

EIN 75-1951859 • 4 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

1

2003 Assets

$1,726

2003 Contributions

$1,565

Historical Graphs

Total Assets Over Time

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

$145,410$72,705$0200020012002YearValue
$1,726Latest year 2002

Participants Over Time

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

22110200020012002YearValue
1Latest year 2002

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
200310$0$1,565-
Mortgage Specialist Inc. 401K Plan and Trust-0-$1,565-
200211$1,726$0-
Mortgage Specialist Inc. 401K Plan and Trust-1$1,726--
2001114$145,384$27,924$1,995iApproximate average salary by contribution assumption: employee only about $49,864 at 4% or $33,243 at 6%; with 50% employer match about $33,243 at 4% or $22,162 at 6%; with 100% employer match about $24,932 at 4% or $16,621 at 6%.
Mortgage Specialist Inc. 401K Plan and Trust-14$145,384$27,924$1,995iApproximate average salary by contribution assumption: employee only about $49,864 at 4% or $33,243 at 6%; with 50% employer match about $33,243 at 4% or $22,162 at 6%; with 100% employer match about $24,932 at 4% or $16,621 at 6%.
2000122$145,410$90,147$4,098iApproximate average salary by contribution assumption: employee only about $102,440 at 4% or $68,293 at 6%; with 50% employer match about $68,293 at 4% or $45,529 at 6%; with 100% employer match about $51,220 at 4% or $34,147 at 6%.
Mortgage Specialist Inc. 401K Plan and Trust-22$145,410$90,147$4,098iApproximate average salary by contribution assumption: employee only about $102,440 at 4% or $68,293 at 6%; with 50% employer match about $68,293 at 4% or $45,529 at 6%; with 100% employer match about $51,220 at 4% or $34,147 at 6%.