Civic Intelligence

The Mortgage Outlet

Plan context: The Mortgage Outlet 401K Profit Sharing Plan

EIN 77-0325833 • San Jose, CA • 11 filings • 2 plans

200 N. Almaden Blvd. #200San Jose, CA 95110
Current Snapshot

Latest Year

2009

2009 Participants

9

2009 Assets

$805,266

2009 Contributions

$11,319

Historical Graphs

Total Assets Over Time

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

$2,265,710$1,132,855$0199920052008YearValue
$805,266Latest year 2008

Participants Over Time

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

48240199920042008YearValue
9Latest year 2008

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
200910$0$11,319-
The Mortgage Outlet 401K Profit Sharing Plan-0-$11,319-
200819$805,266$16,265$1,807iApproximate average salary by contribution assumption: employee only about $45,181 at 4% or $30,120 at 6%; with 50% employer match about $30,120 at 4% or $20,080 at 6%; with 100% employer match about $22,590 at 4% or $15,060 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-9$805,266$16,265$1,807iApproximate average salary by contribution assumption: employee only about $45,181 at 4% or $30,120 at 6%; with 50% employer match about $30,120 at 4% or $20,080 at 6%; with 100% employer match about $22,590 at 4% or $15,060 at 6%.
2007123$2,265,710$187,651$8,159iApproximate average salary by contribution assumption: employee only about $203,968 at 4% or $135,979 at 6%; with 50% employer match about $135,979 at 4% or $90,653 at 6%; with 100% employer match about $101,984 at 4% or $67,989 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-23$2,265,710$187,651$8,159iApproximate average salary by contribution assumption: employee only about $203,968 at 4% or $135,979 at 6%; with 50% employer match about $135,979 at 4% or $90,653 at 6%; with 100% employer match about $101,984 at 4% or $67,989 at 6%.
2006148$2,198,705$346,201$7,213iApproximate average salary by contribution assumption: employee only about $180,313 at 4% or $120,209 at 6%; with 50% employer match about $120,209 at 4% or $80,139 at 6%; with 100% employer match about $90,157 at 4% or $60,104 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-48$2,198,705$346,201$7,213iApproximate average salary by contribution assumption: employee only about $180,313 at 4% or $120,209 at 6%; with 50% employer match about $120,209 at 4% or $80,139 at 6%; with 100% employer match about $90,157 at 4% or $60,104 at 6%.
2005134$1,944,092$267,615$7,871iApproximate average salary by contribution assumption: employee only about $196,776 at 4% or $131,184 at 6%; with 50% employer match about $131,184 at 4% or $87,456 at 6%; with 100% employer match about $98,388 at 4% or $65,592 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-34$1,944,092$267,615$7,871iApproximate average salary by contribution assumption: employee only about $196,776 at 4% or $131,184 at 6%; with 50% employer match about $131,184 at 4% or $87,456 at 6%; with 100% employer match about $98,388 at 4% or $65,592 at 6%.
2004128$1,586,829$335,386$11,978iApproximate average salary by contribution assumption: employee only about $299,452 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,726 at 4% or $99,817 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-28$1,586,829$335,386$11,978iApproximate average salary by contribution assumption: employee only about $299,452 at 4% or $199,635 at 6%; with 50% employer match about $199,635 at 4% or $133,090 at 6%; with 100% employer match about $149,726 at 4% or $99,817 at 6%.
2003127$1,150,699$269,814$9,993iApproximate average salary by contribution assumption: employee only about $249,828 at 4% or $166,552 at 6%; with 50% employer match about $166,552 at 4% or $111,035 at 6%; with 100% employer match about $124,914 at 4% or $83,276 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-27$1,150,699$269,814$9,993iApproximate average salary by contribution assumption: employee only about $249,828 at 4% or $166,552 at 6%; with 50% employer match about $166,552 at 4% or $111,035 at 6%; with 100% employer match about $124,914 at 4% or $83,276 at 6%.
2002131$719,291$245,415$7,917iApproximate average salary by contribution assumption: employee only about $197,915 at 4% or $131,944 at 6%; with 50% employer match about $131,944 at 4% or $87,962 at 6%; with 100% employer match about $98,958 at 4% or $65,972 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-31$719,291$245,415$7,917iApproximate average salary by contribution assumption: employee only about $197,915 at 4% or $131,944 at 6%; with 50% employer match about $131,944 at 4% or $87,962 at 6%; with 100% employer match about $98,958 at 4% or $65,972 at 6%.
2001121$0$0-
The Mortgage Outlet 401K Profit Sharing Plan-21---
2000112$0$0-
The Mortgage Outlet 401K Profit Sharing Plan-12---
1999111$727,503$127,964$11,633iApproximate average salary by contribution assumption: employee only about $290,827 at 4% or $193,885 at 6%; with 50% employer match about $193,885 at 4% or $129,257 at 6%; with 100% employer match about $145,414 at 4% or $96,942 at 6%.
The Mortgage Outlet 401K Profit Sharing Plan-11$727,503$127,964$11,633iApproximate average salary by contribution assumption: employee only about $290,827 at 4% or $193,885 at 6%; with 50% employer match about $193,885 at 4% or $129,257 at 6%; with 100% employer match about $145,414 at 4% or $96,942 at 6%.