Civic Intelligence

Santa Clara Partners Mortgage Corp

Plan context: Partners Mortgage Corporation 401K Plan

EIN 77-0201435 • San Jose, CA • 15 filings • 1 plans

1479 Saratoga AvenueSan Jose, CA 95129
Current Snapshot

Latest Year

2013

2013 Participants

34

2013 Assets

$1,546,823

2013 Contributions

$5,058

Historical Graphs

Total Assets Over Time

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

$2,508,146$1,254,073$0199920072012YearValue
$1,546,823Latest year 2012

Participants Over Time

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

137690199920062012YearValue
34Latest year 2012

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
201310$0$5,058-
Partners Mortgage Corporation 401K Plan-0$0$5,058-
2012134$1,546,823$160,564$4,722iApproximate average salary by contribution assumption: employee only about $118,062 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%.
Partners Mortgage Corporation 401K Plan-34$1,546,823$160,564$4,722iApproximate average salary by contribution assumption: employee only about $118,062 at 4% or $78,708 at 6%; with 50% employer match about $78,708 at 4% or $52,472 at 6%; with 100% employer match about $59,031 at 4% or $39,354 at 6%.
2011134$1,363,898$77,129$2,269iApproximate average salary by contribution assumption: employee only about $56,713 at 4% or $37,808 at 6%; with 50% employer match about $37,808 at 4% or $25,206 at 6%; with 100% employer match about $28,356 at 4% or $18,904 at 6%.
Partners Mortgage Corporation 401K Plan-34$1,363,898$77,129$2,269iApproximate average salary by contribution assumption: employee only about $56,713 at 4% or $37,808 at 6%; with 50% employer match about $37,808 at 4% or $25,206 at 6%; with 100% employer match about $28,356 at 4% or $18,904 at 6%.
2010133$1,356,830$56,719$1,719iApproximate average salary by contribution assumption: employee only about $42,969 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,097 at 6%; with 100% employer match about $21,484 at 4% or $14,323 at 6%.
Partners Mortgage Corporation 401K Plan-33$1,356,830$56,719$1,719iApproximate average salary by contribution assumption: employee only about $42,969 at 4% or $28,646 at 6%; with 50% employer match about $28,646 at 4% or $19,097 at 6%; with 100% employer match about $21,484 at 4% or $14,323 at 6%.
2009137$1,452,510$189,888$5,132iApproximate average salary by contribution assumption: employee only about $128,303 at 4% or $85,535 at 6%; with 50% employer match about $85,535 at 4% or $57,023 at 6%; with 100% employer match about $64,151 at 4% or $42,768 at 6%.
Partners Mortgage Corporation 401K Plan-37$1,452,510$189,888$5,132iApproximate average salary by contribution assumption: employee only about $128,303 at 4% or $85,535 at 6%; with 50% employer match about $85,535 at 4% or $57,023 at 6%; with 100% employer match about $64,151 at 4% or $42,768 at 6%.
2008147$1,303,703$133,821$2,847iApproximate average salary by contribution assumption: employee only about $71,181 at 4% or $47,454 at 6%; with 50% employer match about $47,454 at 4% or $31,636 at 6%; with 100% employer match about $35,591 at 4% or $23,727 at 6%.
Partners Mortgage Corporation 401K Plan-47$1,303,703$133,821$2,847iApproximate average salary by contribution assumption: employee only about $71,181 at 4% or $47,454 at 6%; with 50% employer match about $47,454 at 4% or $31,636 at 6%; with 100% employer match about $35,591 at 4% or $23,727 at 6%.
2007159$1,837,839$210,122$3,561iApproximate average salary by contribution assumption: employee only about $89,035 at 4% or $59,356 at 6%; with 50% employer match about $59,356 at 4% or $39,571 at 6%; with 100% employer match about $44,517 at 4% or $29,678 at 6%.
Partners Mortgage Corporation 401K Plan-59$1,837,839$210,122$3,561iApproximate average salary by contribution assumption: employee only about $89,035 at 4% or $59,356 at 6%; with 50% employer match about $59,356 at 4% or $39,571 at 6%; with 100% employer match about $44,517 at 4% or $29,678 at 6%.
2006181$2,508,146$364,499$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Partners Mortgage Corporation 401K Plan-81$2,508,146$364,499$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
20051106$2,225,542$405,673$3,827iApproximate average salary by contribution assumption: employee only about $95,678 at 4% or $63,785 at 6%; with 50% employer match about $63,785 at 4% or $42,523 at 6%; with 100% employer match about $47,839 at 4% or $31,893 at 6%.
Partners Mortgage Corporation 401K Plan-106$2,225,542$405,673$3,827iApproximate average salary by contribution assumption: employee only about $95,678 at 4% or $63,785 at 6%; with 50% employer match about $63,785 at 4% or $42,523 at 6%; with 100% employer match about $47,839 at 4% or $31,893 at 6%.
20041126$2,049,506$423,547$3,361iApproximate average salary by contribution assumption: employee only about $84,037 at 4% or $56,025 at 6%; with 50% employer match about $56,025 at 4% or $37,350 at 6%; with 100% employer match about $42,019 at 4% or $28,012 at 6%.
Partners Mortgage Corporation 401K Plan-126$2,049,506$423,547$3,361iApproximate average salary by contribution assumption: employee only about $84,037 at 4% or $56,025 at 6%; with 50% employer match about $56,025 at 4% or $37,350 at 6%; with 100% employer match about $42,019 at 4% or $28,012 at 6%.
20031105$1,713,436$443,931$4,228iApproximate average salary by contribution assumption: employee only about $105,698 at 4% or $70,465 at 6%; with 50% employer match about $70,465 at 4% or $46,977 at 6%; with 100% employer match about $52,849 at 4% or $35,233 at 6%.
Partners Mortgage Corporation 401K Plan-105$1,713,436$443,931$4,228iApproximate average salary by contribution assumption: employee only about $105,698 at 4% or $70,465 at 6%; with 50% employer match about $70,465 at 4% or $46,977 at 6%; with 100% employer match about $52,849 at 4% or $35,233 at 6%.
20021101$0$0-
Partners Mortgage Corporation 401K Plan-101---
2001143$1,034,112$268,150$6,236iApproximate average salary by contribution assumption: employee only about $155,901 at 4% or $103,934 at 6%; with 50% employer match about $103,934 at 4% or $69,289 at 6%; with 100% employer match about $77,951 at 4% or $51,967 at 6%.
Partners Mortgage Corporation 401K Plan-43$1,034,112$268,150$6,236iApproximate average salary by contribution assumption: employee only about $155,901 at 4% or $103,934 at 6%; with 50% employer match about $103,934 at 4% or $69,289 at 6%; with 100% employer match about $77,951 at 4% or $51,967 at 6%.
20001112$0$0-
Partners Mortgage Corporation 401K Plan-112---
19991137$1,117,516$321,105$2,344iApproximate average salary by contribution assumption: employee only about $58,596 at 4% or $39,064 at 6%; with 50% employer match about $39,064 at 4% or $26,043 at 6%; with 100% employer match about $29,298 at 4% or $19,532 at 6%.
Partners Mortgage Corporation 401K Plan-137$1,117,516$321,105$2,344iApproximate average salary by contribution assumption: employee only about $58,596 at 4% or $39,064 at 6%; with 50% employer match about $39,064 at 4% or $26,043 at 6%; with 100% employer match about $29,298 at 4% or $19,532 at 6%.