Civic Intelligence

Reverse Mortgage Funding LLC

Plan context: Reverse Mortgage Funding LLC 401(K) Retirement Plan

EIN 80-0860209 • Bloomfield, NC • 16 filings • 4 plans

1455 Broad Street2nd FloorBloomfield, NC 07003
Current Snapshot

Latest Year

2023

2023 Participants

107

2023 Assets

$25,133,836

2023 Contributions

$326,115

Historical Graphs

Total Assets Over Time

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

$29,948,405$14,974,203$0201520192022YearValue
$25,133,836Latest year 2022

Participants Over Time

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

5132570201520192022YearValue
107Latest year 2022

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
202310$0$326,115-
Reverse Mortgage Funding LLC 401(K) Retirement Plan-0-$326,115-
20221107$25,133,836$3,943,532$36,855iApproximate average salary by contribution assumption: employee only about $921,386 at 4% or $614,257 at 6%; with 50% employer match about $614,257 at 4% or $409,505 at 6%; with 100% employer match about $460,693 at 4% or $307,129 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-107$25,133,836$3,943,532$36,855iApproximate average salary by contribution assumption: employee only about $921,386 at 4% or $614,257 at 6%; with 50% employer match about $614,257 at 4% or $409,505 at 6%; with 100% employer match about $460,693 at 4% or $307,129 at 6%.
20212513$29,948,405$5,239,457$10,213iApproximate average salary by contribution assumption: employee only about $255,334 at 4% or $170,223 at 6%; with 50% employer match about $170,223 at 4% or $113,482 at 6%; with 100% employer match about $127,667 at 4% or $85,111 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-506$29,948,405$5,239,457$10,355iApproximate average salary by contribution assumption: employee only about $258,866 at 4% or $172,578 at 6%; with 50% employer match about $172,578 at 4% or $115,052 at 6%; with 100% employer match about $129,433 at 4% or $86,289 at 6%.
REVERSE MORTGAGE FUNDING HEALTH & WELFARE PLAN-513---
20202510$22,187,965$3,802,657$7,456iApproximate average salary by contribution assumption: employee only about $186,405 at 4% or $124,270 at 6%; with 50% employer match about $124,270 at 4% or $82,847 at 6%; with 100% employer match about $93,202 at 4% or $62,135 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-411$22,187,965$3,802,657$9,252iApproximate average salary by contribution assumption: employee only about $231,305 at 4% or $154,203 at 6%; with 50% employer match about $154,203 at 4% or $102,802 at 6%; with 100% employer match about $115,653 at 4% or $77,102 at 6%.
REVERSE MORTGAGE FUNDING HEALTH & WELFARE PLAN-510---
20192418$16,797,196$3,407,592$8,152iApproximate average salary by contribution assumption: employee only about $203,803 at 4% or $135,869 at 6%; with 50% employer match about $135,869 at 4% or $90,579 at 6%; with 100% employer match about $101,902 at 4% or $67,934 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-378$16,797,196$3,407,592$9,015iApproximate average salary by contribution assumption: employee only about $225,370 at 4% or $150,247 at 6%; with 50% employer match about $150,247 at 4% or $100,164 at 6%; with 100% employer match about $112,685 at 4% or $75,123 at 6%.
REVERSE MORTGAGE FUNDING HEALTH & WELFARE PLAN-418---
20182378$11,417,160$3,313,359$8,766iApproximate average salary by contribution assumption: employee only about $219,138 at 4% or $146,092 at 6%; with 50% employer match about $146,092 at 4% or $97,394 at 6%; with 100% employer match about $109,569 at 4% or $73,046 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-359$11,417,160$3,313,359$9,229iApproximate average salary by contribution assumption: employee only about $230,735 at 4% or $153,824 at 6%; with 50% employer match about $153,824 at 4% or $102,549 at 6%; with 100% employer match about $115,368 at 4% or $76,912 at 6%.
REVERSE MORTGAGE FUNDING HEALTH & WELFARE PLAN-378---
20172433$9,367,321$3,628,825$8,381iApproximate average salary by contribution assumption: employee only about $209,516 at 4% or $139,678 at 6%; with 50% employer match about $139,678 at 4% or $93,118 at 6%; with 100% employer match about $104,758 at 4% or $69,839 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-433$9,367,321$3,628,825$8,381iApproximate average salary by contribution assumption: employee only about $209,516 at 4% or $139,678 at 6%; with 50% employer match about $139,678 at 4% or $93,118 at 6%; with 100% employer match about $104,758 at 4% or $69,839 at 6%.
REVERSE MORTGAGE FUNDING HEALTH & WELFARE PLAN-365---
20161325$5,046,872$2,851,064$8,773iApproximate average salary by contribution assumption: employee only about $219,313 at 4% or $146,208 at 6%; with 50% employer match about $146,208 at 4% or $97,472 at 6%; with 100% employer match about $109,656 at 4% or $73,104 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-325$5,046,872$2,851,064$8,773iApproximate average salary by contribution assumption: employee only about $219,313 at 4% or $146,208 at 6%; with 50% employer match about $146,208 at 4% or $97,472 at 6%; with 100% employer match about $109,656 at 4% or $73,104 at 6%.
20153347$2,028,940$2,057,634$5,930iApproximate average salary by contribution assumption: employee only about $148,245 at 4% or $98,830 at 6%; with 50% employer match about $98,830 at 4% or $65,886 at 6%; with 100% employer match about $74,122 at 4% or $49,415 at 6%.
Reverse Mortgage Funding LLC 401(K) Retirement Plan-251$2,028,940$2,057,634$8,198iApproximate average salary by contribution assumption: employee only about $204,944 at 4% or $136,629 at 6%; with 50% employer match about $136,629 at 4% or $91,086 at 6%; with 100% employer match about $102,472 at 4% or $68,315 at 6%.
REVERSE MORTGAGE FUNDING HEALTH AND WELFARE PLAN-310---
REVERSE MORTGAGE FUNDING HEALTH & WELFARE PLAN-347---