Civic Intelligence

First Concord Mortgage

Plan context: First Concord Mortgage 401K Profit Sharing Plan

EIN 77-0104921 • 12 filings • 4 plans

Current Snapshot

Latest Year

2007

2007 Participants

125

2007 Assets

$2,234,242

2007 Contributions

$44,527

Historical Graphs

Total Assets Over Time

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

$2,234,242$1,117,121$0199920032006YearValue
$2,234,242Latest year 2006

Participants Over Time

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

5392700199920032006YearValue
125Latest year 2006

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
200710$0$44,527-
First Concord Mortgage 401K Profit Sharing Plan-0-$44,527-
20061125$2,234,242$343,522$2,748iApproximate average salary by contribution assumption: employee only about $68,704 at 4% or $45,803 at 6%; with 50% employer match about $45,803 at 4% or $30,535 at 6%; with 100% employer match about $34,352 at 4% or $22,901 at 6%.
First Concord Mortgage 401K Profit Sharing Plan-125$2,234,242$343,522$2,748iApproximate average salary by contribution assumption: employee only about $68,704 at 4% or $45,803 at 6%; with 50% employer match about $45,803 at 4% or $30,535 at 6%; with 100% employer match about $34,352 at 4% or $22,901 at 6%.
20052224$1,947,652$541,447$2,417iApproximate average salary by contribution assumption: employee only about $60,429 at 4% or $40,286 at 6%; with 50% employer match about $40,286 at 4% or $26,857 at 6%; with 100% employer match about $30,215 at 4% or $20,143 at 6%.
First Concord Mortgage 401K Profit Sharing Plan-224$1,947,652$541,447$2,417iApproximate average salary by contribution assumption: employee only about $60,429 at 4% or $40,286 at 6%; with 50% employer match about $40,286 at 4% or $26,857 at 6%; with 100% employer match about $30,215 at 4% or $20,143 at 6%.
MORTGAGETREE LENDING WELFARE BENEFITS PLAN-144---
20041149$0$0-
MORTGAGETREE LENDING WELFARE BENEFITS PLAN-149---
20032539$1,107,187$302,363$561iApproximate average salary by contribution assumption: employee only about $14,024 at 4% or $9,350 at 6%; with 50% employer match about $9,350 at 4% or $6,233 at 6%; with 100% employer match about $7,012 at 4% or $4,675 at 6%.
First Concord Mortgage 401K Profit Sharing Plan-539$1,107,187$302,363$561iApproximate average salary by contribution assumption: employee only about $14,024 at 4% or $9,350 at 6%; with 50% employer match about $9,350 at 4% or $6,233 at 6%; with 100% employer match about $7,012 at 4% or $4,675 at 6%.
MORTGAGETREE LENDING WELFARE BENEFITS PLAN-158---
20022200$666,040$404,073$2,020iApproximate average salary by contribution assumption: employee only about $50,509 at 4% or $33,673 at 6%; with 50% employer match about $33,673 at 4% or $22,449 at 6%; with 100% employer match about $25,255 at 4% or $16,836 at 6%.
First Concord Mortgage 401K Profit Sharing Plan-200$666,040$404,073$2,020iApproximate average salary by contribution assumption: employee only about $50,509 at 4% or $33,673 at 6%; with 50% employer match about $33,673 at 4% or $22,449 at 6%; with 100% employer match about $25,255 at 4% or $16,836 at 6%.
MORTGAGETREE LENDING WELFARE BENEFITS PLAN-130---
2001193$0$0-
First Concord Mortgage 401K Profit Sharing Plan-93---
2000128$0$0-
First Concord Mortgage 401K Profit Sharing Plan-28---
1999123$433,626$109,404$4,757iApproximate average salary by contribution assumption: employee only about $118,917 at 4% or $79,278 at 6%; with 50% employer match about $79,278 at 4% or $52,852 at 6%; with 100% employer match about $59,459 at 4% or $39,639 at 6%.
First Concord Mortgage 401K Profit Sharing Plan-23$433,626$109,404$4,757iApproximate average salary by contribution assumption: employee only about $118,917 at 4% or $79,278 at 6%; with 50% employer match about $79,278 at 4% or $52,852 at 6%; with 100% employer match about $59,459 at 4% or $39,639 at 6%.