Civic Intelligence

Sfm Mortgage

Plan context: Sfm Mortgage Retirement Plan & Trust

EIN 75-2292231 • 3 filings • 1 plans

Current Snapshot

Latest Year

2001

2001 Participants

15

2001 Assets

$346,483

2001 Contributions

$69,315

Historical Graphs

Total Assets Over Time

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

$346,483$173,242$019992000YearValue
$346,483Latest year 2000

Participants Over Time

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

44220199920002001YearValue
15Latest year 2001

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
2001115$0$0-
Sfm Mortgage Retirement Plan & Trust-15---
2000138$346,483$69,315$1,824iApproximate average salary by contribution assumption: employee only about $45,602 at 4% or $30,401 at 6%; with 50% employer match about $30,401 at 4% or $20,268 at 6%; with 100% employer match about $22,801 at 4% or $15,201 at 6%.
Sfm Mortgage Retirement Plan & Trust-38$346,483$69,315$1,824iApproximate average salary by contribution assumption: employee only about $45,602 at 4% or $30,401 at 6%; with 50% employer match about $30,401 at 4% or $20,268 at 6%; with 100% employer match about $22,801 at 4% or $15,201 at 6%.
1999144$305,010$61,238$1,392iApproximate average salary by contribution assumption: employee only about $34,794 at 4% or $23,196 at 6%; with 50% employer match about $23,196 at 4% or $15,464 at 6%; with 100% employer match about $17,397 at 4% or $11,598 at 6%.
Sfm Mortgage Retirement Plan & Trust-44$305,010$61,238$1,392iApproximate average salary by contribution assumption: employee only about $34,794 at 4% or $23,196 at 6%; with 50% employer match about $23,196 at 4% or $15,464 at 6%; with 100% employer match about $17,397 at 4% or $11,598 at 6%.
Sfm Mortgage | EIN 75-2292231 | 2001 Form 5500 Company Profile