Civic Intelligence

Willow Bend Mortgage Company

Plan context: Willow Bend Mortgage Company 401(K) Profit Sharing Plan

EIN 75-2511480 • Plano, TX • 20 filings • 4 plans

2400 Dallas ParkwaySuite 560Plano, TX 75093-4381
Current Snapshot

Latest Year

2024

2024 Participants

1,417

2024 Assets

$54,683,196

2024 Contributions

$10,036,959

Historical Graphs

Total Assets Over Time

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

$54,683,196$27,341,598$0200520152024YearValue
$54,683,196Latest year 2024

Participants Over Time

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

1,6898450200520152024YearValue
1,417Latest 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
202411,417$54,683,196$10,036,959$7,083iApproximate average salary by contribution assumption: employee only about $177,081 at 4% or $118,054 at 6%; with 50% employer match about $118,054 at 4% or $78,703 at 6%; with 100% employer match about $88,541 at 4% or $59,027 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-1,417$54,683,196$10,036,959$7,083iApproximate average salary by contribution assumption: employee only about $177,081 at 4% or $118,054 at 6%; with 50% employer match about $118,054 at 4% or $78,703 at 6%; with 100% employer match about $88,541 at 4% or $59,027 at 6%.
202311,307$44,686,286$8,573,721$6,560iApproximate average salary by contribution assumption: employee only about $163,996 at 4% or $109,331 at 6%; with 50% employer match about $109,331 at 4% or $72,887 at 6%; with 100% employer match about $81,998 at 4% or $54,665 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-1,307$44,686,286$8,573,721$6,560iApproximate average salary by contribution assumption: employee only about $163,996 at 4% or $109,331 at 6%; with 50% employer match about $109,331 at 4% or $72,887 at 6%; with 100% employer match about $81,998 at 4% or $54,665 at 6%.
202211,456$36,487,900$8,900,158$6,113iApproximate average salary by contribution assumption: employee only about $152,819 at 4% or $101,879 at 6%; with 50% employer match about $101,879 at 4% or $67,919 at 6%; with 100% employer match about $76,409 at 4% or $50,940 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-1,456$36,487,900$8,900,158$6,113iApproximate average salary by contribution assumption: employee only about $152,819 at 4% or $101,879 at 6%; with 50% employer match about $101,879 at 4% or $67,919 at 6%; with 100% employer match about $76,409 at 4% or $50,940 at 6%.
202111,689$39,164,456$7,763,680$4,597iApproximate average salary by contribution assumption: employee only about $114,915 at 4% or $76,610 at 6%; with 50% employer match about $76,610 at 4% or $51,073 at 6%; with 100% employer match about $57,458 at 4% or $38,305 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-1,689$39,164,456$7,763,680$4,597iApproximate average salary by contribution assumption: employee only about $114,915 at 4% or $76,610 at 6%; with 50% employer match about $76,610 at 4% or $51,073 at 6%; with 100% employer match about $57,458 at 4% or $38,305 at 6%.
202011,337$19,593,183$4,942,807$3,697iApproximate average salary by contribution assumption: employee only about $92,423 at 4% or $61,616 at 6%; with 50% employer match about $61,616 at 4% or $41,077 at 6%; with 100% employer match about $46,212 at 4% or $30,808 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-1,337$19,593,183$4,942,807$3,697iApproximate average salary by contribution assumption: employee only about $92,423 at 4% or $61,616 at 6%; with 50% employer match about $61,616 at 4% or $41,077 at 6%; with 100% employer match about $46,212 at 4% or $30,808 at 6%.
20191857$13,684,621$2,928,318$3,417iApproximate average salary by contribution assumption: employee only about $85,424 at 4% or $56,949 at 6%; with 50% employer match about $56,949 at 4% or $37,966 at 6%; with 100% employer match about $42,712 at 4% or $28,475 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-857$13,684,621$2,928,318$3,417iApproximate average salary by contribution assumption: employee only about $85,424 at 4% or $56,949 at 6%; with 50% employer match about $56,949 at 4% or $37,966 at 6%; with 100% employer match about $42,712 at 4% or $28,475 at 6%.
20181836$10,376,811$2,663,521$3,186iApproximate average salary by contribution assumption: employee only about $79,651 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-836$10,376,811$2,663,521$3,186iApproximate average salary by contribution assumption: employee only about $79,651 at 4% or $53,100 at 6%; with 50% employer match about $53,100 at 4% or $35,400 at 6%; with 100% employer match about $39,825 at 4% or $26,550 at 6%.
20171745$9,563,837$2,111,591$2,834iApproximate average salary by contribution assumption: employee only about $70,859 at 4% or $47,239 at 6%; with 50% employer match about $47,239 at 4% or $31,493 at 6%; with 100% employer match about $35,429 at 4% or $23,620 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-745$9,563,837$2,111,591$2,834iApproximate average salary by contribution assumption: employee only about $70,859 at 4% or $47,239 at 6%; with 50% employer match about $47,239 at 4% or $31,493 at 6%; with 100% employer match about $35,429 at 4% or $23,620 at 6%.
20161749$7,509,947$2,400,198$3,205iApproximate average salary by contribution assumption: employee only about $80,113 at 4% or $53,409 at 6%; with 50% employer match about $53,409 at 4% or $35,606 at 6%; with 100% employer match about $40,057 at 4% or $26,704 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-749$7,509,947$2,400,198$3,205iApproximate average salary by contribution assumption: employee only about $80,113 at 4% or $53,409 at 6%; with 50% employer match about $53,409 at 4% or $35,606 at 6%; with 100% employer match about $40,057 at 4% or $26,704 at 6%.
20151639$5,400,444$1,552,778$2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-639$5,400,444$1,552,778$2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%.
20141518$4,489,616$803,567$1,551iApproximate average salary by contribution assumption: employee only about $38,782 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,237 at 6%; with 100% employer match about $19,391 at 4% or $12,927 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-518$4,489,616$803,567$1,551iApproximate average salary by contribution assumption: employee only about $38,782 at 4% or $25,855 at 6%; with 50% employer match about $25,855 at 4% or $17,237 at 6%; with 100% employer match about $19,391 at 4% or $12,927 at 6%.
20131329$4,006,610$1,672,270$5,083iApproximate average salary by contribution assumption: employee only about $127,072 at 4% or $84,715 at 6%; with 50% employer match about $84,715 at 4% or $56,477 at 6%; with 100% employer match about $63,536 at 4% or $42,357 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-329$4,006,610$1,672,270$5,083iApproximate average salary by contribution assumption: employee only about $127,072 at 4% or $84,715 at 6%; with 50% employer match about $84,715 at 4% or $56,477 at 6%; with 100% employer match about $63,536 at 4% or $42,357 at 6%.
20121333$2,235,454$353,661$1,062iApproximate average salary by contribution assumption: employee only about $26,551 at 4% or $17,701 at 6%; with 50% employer match about $17,701 at 4% or $11,801 at 6%; with 100% employer match about $13,276 at 4% or $8,850 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-333$2,235,454$353,661$1,062iApproximate average salary by contribution assumption: employee only about $26,551 at 4% or $17,701 at 6%; with 50% employer match about $17,701 at 4% or $11,801 at 6%; with 100% employer match about $13,276 at 4% or $8,850 at 6%.
20111293$1,815,309$289,510$988iApproximate average salary by contribution assumption: employee only about $24,702 at 4% or $16,468 at 6%; with 50% employer match about $16,468 at 4% or $10,979 at 6%; with 100% employer match about $12,351 at 4% or $8,234 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-293$1,815,309$289,510$988iApproximate average salary by contribution assumption: employee only about $24,702 at 4% or $16,468 at 6%; with 50% employer match about $16,468 at 4% or $10,979 at 6%; with 100% employer match about $12,351 at 4% or $8,234 at 6%.
20101202$2,092,093$276,595$1,369iApproximate average salary by contribution assumption: employee only about $34,232 at 4% or $22,821 at 6%; with 50% employer match about $22,821 at 4% or $15,214 at 6%; with 100% employer match about $17,116 at 4% or $11,411 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-202$2,092,093$276,595$1,369iApproximate average salary by contribution assumption: employee only about $34,232 at 4% or $22,821 at 6%; with 50% employer match about $22,821 at 4% or $15,214 at 6%; with 100% employer match about $17,116 at 4% or $11,411 at 6%.
2009142$818,978$133,916$3,188iApproximate average salary by contribution assumption: employee only about $79,712 at 4% or $53,141 at 6%; with 50% employer match about $53,141 at 4% or $35,428 at 6%; with 100% employer match about $39,856 at 4% or $26,571 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-42$818,978$133,916$3,188iApproximate average salary by contribution assumption: employee only about $79,712 at 4% or $53,141 at 6%; with 50% employer match about $53,141 at 4% or $35,428 at 6%; with 100% employer match about $39,856 at 4% or $26,571 at 6%.
2008139$602,565$117,162$3,004iApproximate average salary by contribution assumption: employee only about $75,104 at 4% or $50,069 at 6%; with 50% employer match about $50,069 at 4% or $33,379 at 6%; with 100% employer match about $37,552 at 4% or $25,035 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-39$602,565$117,162$3,004iApproximate average salary by contribution assumption: employee only about $75,104 at 4% or $50,069 at 6%; with 50% employer match about $50,069 at 4% or $33,379 at 6%; with 100% employer match about $37,552 at 4% or $25,035 at 6%.
2007152$0$0-
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-52---
2006159$737,968$149,531$2,534iApproximate average salary by contribution assumption: employee only about $63,361 at 4% or $42,240 at 6%; with 50% employer match about $42,240 at 4% or $28,160 at 6%; with 100% employer match about $31,680 at 4% or $21,120 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-59$737,968$149,531$2,534iApproximate average salary by contribution assumption: employee only about $63,361 at 4% or $42,240 at 6%; with 50% employer match about $42,240 at 4% or $28,160 at 6%; with 100% employer match about $31,680 at 4% or $21,120 at 6%.
2005148$490,681$157,777$3,287iApproximate average salary by contribution assumption: employee only about $82,176 at 4% or $54,784 at 6%; with 50% employer match about $54,784 at 4% or $36,522 at 6%; with 100% employer match about $41,088 at 4% or $27,392 at 6%.
Willow Bend Mortgage Company 401(K) Profit Sharing Plan-48$490,681$157,777$3,287iApproximate average salary by contribution assumption: employee only about $82,176 at 4% or $54,784 at 6%; with 50% employer match about $54,784 at 4% or $36,522 at 6%; with 100% employer match about $41,088 at 4% or $27,392 at 6%.