AZ MORTGAGE BROKER, LLC
Plan context: AZ MORTGAGE BROKER, LLC 401(K) PLAN
EIN 81-0997590 • Scottsdale, AZ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$352,239
2025 Contributions
$47,503
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $352,239 | $47,503 | $3,959iApproximate average salary by contribution assumption: employee only about $98,965 at 4% or $65,976 at 6%; with 50% employer match about $65,976 at 4% or $43,984 at 6%; with 100% employer match about $49,482 at 4% or $32,988 at 6%. |
| AZ MORTGAGE BROKER, LLC 401(K) PLAN | - | 12 | $352,239 | $47,503 | $3,959iApproximate average salary by contribution assumption: employee only about $98,965 at 4% or $65,976 at 6%; with 50% employer match about $65,976 at 4% or $43,984 at 6%; with 100% employer match about $49,482 at 4% or $32,988 at 6%. |
| 2024 | 1 | 7 | $264,714 | $15,500 | $2,214iApproximate average salary by contribution assumption: employee only about $55,357 at 4% or $36,905 at 6%; with 50% employer match about $36,905 at 4% or $24,603 at 6%; with 100% employer match about $27,679 at 4% or $18,452 at 6%. |
| AZ MORTGAGE BROKER, LLC 401(K) PLAN | - | 7 | $264,714 | $15,500 | $2,214iApproximate average salary by contribution assumption: employee only about $55,357 at 4% or $36,905 at 6%; with 50% employer match about $36,905 at 4% or $24,603 at 6%; with 100% employer match about $27,679 at 4% or $18,452 at 6%. |
| 2023 | 1 | 9 | $239,131 | $41,660 | $4,629iApproximate average salary by contribution assumption: employee only about $115,722 at 4% or $77,148 at 6%; with 50% employer match about $77,148 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| AZ MORTGAGE BROKER, LLC 401(K) PLAN | - | 9 | $239,131 | $41,660 | $4,629iApproximate average salary by contribution assumption: employee only about $115,722 at 4% or $77,148 at 6%; with 50% employer match about $77,148 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| 2022 | 1 | 12 | $196,113 | $68,831 | $5,736iApproximate average salary by contribution assumption: employee only about $143,398 at 4% or $95,599 at 6%; with 50% employer match about $95,599 at 4% or $63,732 at 6%; with 100% employer match about $71,699 at 4% or $47,799 at 6%. |
| AZ MORTGAGE BROKER, LLC 401(K) PLAN | - | 12 | $196,113 | $68,831 | $5,736iApproximate average salary by contribution assumption: employee only about $143,398 at 4% or $95,599 at 6%; with 50% employer match about $95,599 at 4% or $63,732 at 6%; with 100% employer match about $71,699 at 4% or $47,799 at 6%. |
| 2021 | 1 | 11 | $169,989 | $165,379 | $15,034iApproximate average salary by contribution assumption: employee only about $375,861 at 4% or $250,574 at 6%; with 50% employer match about $250,574 at 4% or $167,049 at 6%; with 100% employer match about $187,931 at 4% or $125,287 at 6%. |
| AZ MORTGAGE BROKER, LLC 401(K) PLAN | - | 11 | $169,989 | $165,379 | $15,034iApproximate average salary by contribution assumption: employee only about $375,861 at 4% or $250,574 at 6%; with 50% employer match about $250,574 at 4% or $167,049 at 6%; with 100% employer match about $187,931 at 4% or $125,287 at 6%. |