Civic Intelligence

San Joaquin Valley Mortgage

Plan context: San Joaquin Valley Mortgage 401(K) Profit Sharing Plan

EIN 80-0036712 • Bakersfield, CA • 11 filings • 1 plans

9101 Camino Media,Bakersfield, CA 93311
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$240,507

2024 Contributions

$18,993

Historical Graphs

Total Assets Over Time

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

$845,359$422,680$0201420192024YearValue
$240,507Latest year 2024

Participants Over Time

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

23120201420192024YearValue
7Latest 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
202417$240,507$18,993$2,713iApproximate average salary by contribution assumption: employee only about $67,832 at 4% or $45,221 at 6%; with 50% employer match about $45,221 at 4% or $30,148 at 6%; with 100% employer match about $33,916 at 4% or $22,611 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-7$240,507$18,993$2,713iApproximate average salary by contribution assumption: employee only about $67,832 at 4% or $45,221 at 6%; with 50% employer match about $45,221 at 4% or $30,148 at 6%; with 100% employer match about $33,916 at 4% or $22,611 at 6%.
2023110$387,601$96,346$9,635iApproximate average salary by contribution assumption: employee only about $240,865 at 4% or $160,577 at 6%; with 50% employer match about $160,577 at 4% or $107,051 at 6%; with 100% employer match about $120,433 at 4% or $80,288 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-10$387,601$96,346$9,635iApproximate average salary by contribution assumption: employee only about $240,865 at 4% or $160,577 at 6%; with 50% employer match about $160,577 at 4% or $107,051 at 6%; with 100% employer match about $120,433 at 4% or $80,288 at 6%.
2022115$611,633$95,821$6,388iApproximate average salary by contribution assumption: employee only about $159,702 at 4% or $106,468 at 6%; with 50% employer match about $106,468 at 4% or $70,979 at 6%; with 100% employer match about $79,851 at 4% or $53,234 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-15$611,633$95,821$6,388iApproximate average salary by contribution assumption: employee only about $159,702 at 4% or $106,468 at 6%; with 50% employer match about $106,468 at 4% or $70,979 at 6%; with 100% employer match about $79,851 at 4% or $53,234 at 6%.
2021123$845,359$216,133$9,397iApproximate average salary by contribution assumption: employee only about $234,927 at 4% or $156,618 at 6%; with 50% employer match about $156,618 at 4% or $104,412 at 6%; with 100% employer match about $117,464 at 4% or $78,309 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-23$845,359$216,133$9,397iApproximate average salary by contribution assumption: employee only about $234,927 at 4% or $156,618 at 6%; with 50% employer match about $156,618 at 4% or $104,412 at 6%; with 100% employer match about $117,464 at 4% or $78,309 at 6%.
2020120$610,529$191,486$9,574iApproximate average salary by contribution assumption: employee only about $239,357 at 4% or $159,572 at 6%; with 50% employer match about $159,572 at 4% or $106,381 at 6%; with 100% employer match about $119,679 at 4% or $79,786 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-20$610,529$191,486$9,574iApproximate average salary by contribution assumption: employee only about $239,357 at 4% or $159,572 at 6%; with 50% employer match about $159,572 at 4% or $106,381 at 6%; with 100% employer match about $119,679 at 4% or $79,786 at 6%.
2019114$508,276$126,751$9,054iApproximate average salary by contribution assumption: employee only about $226,341 at 4% or $150,894 at 6%; with 50% employer match about $150,894 at 4% or $100,596 at 6%; with 100% employer match about $113,171 at 4% or $75,447 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-14$508,276$126,751$9,054iApproximate average salary by contribution assumption: employee only about $226,341 at 4% or $150,894 at 6%; with 50% employer match about $150,894 at 4% or $100,596 at 6%; with 100% employer match about $113,171 at 4% or $75,447 at 6%.
2018115$322,581$116,302$7,753iApproximate average salary by contribution assumption: employee only about $193,837 at 4% or $129,224 at 6%; with 50% employer match about $129,224 at 4% or $86,150 at 6%; with 100% employer match about $96,918 at 4% or $64,612 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-15$322,581$116,302$7,753iApproximate average salary by contribution assumption: employee only about $193,837 at 4% or $129,224 at 6%; with 50% employer match about $129,224 at 4% or $86,150 at 6%; with 100% employer match about $96,918 at 4% or $64,612 at 6%.
2017116$206,812$67,450$4,216iApproximate average salary by contribution assumption: employee only about $105,391 at 4% or $70,260 at 6%; with 50% employer match about $70,260 at 4% or $46,840 at 6%; with 100% employer match about $52,695 at 4% or $35,130 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-16$206,812$67,450$4,216iApproximate average salary by contribution assumption: employee only about $105,391 at 4% or $70,260 at 6%; with 50% employer match about $70,260 at 4% or $46,840 at 6%; with 100% employer match about $52,695 at 4% or $35,130 at 6%.
2016111$119,526$48,234$4,385iApproximate average salary by contribution assumption: employee only about $109,623 at 4% or $73,082 at 6%; with 50% employer match about $73,082 at 4% or $48,721 at 6%; with 100% employer match about $54,811 at 4% or $36,541 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-11$119,526$48,234$4,385iApproximate average salary by contribution assumption: employee only about $109,623 at 4% or $73,082 at 6%; with 50% employer match about $73,082 at 4% or $48,721 at 6%; with 100% employer match about $54,811 at 4% or $36,541 at 6%.
201515$65,950$49,730$9,946iApproximate average salary by contribution assumption: employee only about $248,650 at 4% or $165,767 at 6%; with 50% employer match about $165,767 at 4% or $110,511 at 6%; with 100% employer match about $124,325 at 4% or $82,883 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-5$65,950$49,730$9,946iApproximate average salary by contribution assumption: employee only about $248,650 at 4% or $165,767 at 6%; with 50% employer match about $165,767 at 4% or $110,511 at 6%; with 100% employer match about $124,325 at 4% or $82,883 at 6%.
201415$65,619$65,451$13,090iApproximate average salary by contribution assumption: employee only about $327,255 at 4% or $218,170 at 6%; with 50% employer match about $218,170 at 4% or $145,447 at 6%; with 100% employer match about $163,628 at 4% or $109,085 at 6%.
San Joaquin Valley Mortgage 401(K) Profit Sharing Plan-5$65,619$65,451$13,090iApproximate average salary by contribution assumption: employee only about $327,255 at 4% or $218,170 at 6%; with 50% employer match about $218,170 at 4% or $145,447 at 6%; with 100% employer match about $163,628 at 4% or $109,085 at 6%.