Civic Intelligence

Umortgage LLC

Plan context: Umortgage LLC 401(K) Plan

EIN 81-1231555 • Philadelphia, PA • 8 filings • 4 plans

100 N 18th StSuite 1400Philadelphia, PA 19103-2707
Current Snapshot

Latest Year

2024

2024 Participants

390

2024 Assets

$2,630,587

2024 Contributions

$1,180,425

Historical Graphs

Total Assets Over Time

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

$2,630,587$1,315,294$0202120232024YearValue
$2,630,587Latest year 2024

Participants Over Time

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

4242120202120232024YearValue
390Latest 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
20243390$2,630,587$1,180,425$3,027iApproximate average salary by contribution assumption: employee only about $75,668 at 4% or $50,446 at 6%; with 50% employer match about $50,446 at 4% or $33,630 at 6%; with 100% employer match about $37,834 at 4% or $25,223 at 6%.
Umortgage LLC 401(K) Plan-368$2,630,587$1,180,425$3,208iApproximate average salary by contribution assumption: employee only about $80,192 at 4% or $53,461 at 6%; with 50% employer match about $53,461 at 4% or $35,641 at 6%; with 100% employer match about $40,096 at 4% or $26,731 at 6%.
Umortgage LLC Group Insurance Plan-390---
Umortgage LLC Group Medical Plan-153---
20233424$2,058,026$3,313,474$7,815iApproximate average salary by contribution assumption: employee only about $195,370 at 4% or $130,247 at 6%; with 50% employer match about $130,247 at 4% or $86,831 at 6%; with 100% employer match about $97,685 at 4% or $65,123 at 6%.
Umortgage LLC 401(K) Plan-424$1,888,510$1,459,160$3,441iApproximate average salary by contribution assumption: employee only about $86,035 at 4% or $57,357 at 6%; with 50% employer match about $57,357 at 4% or $38,238 at 6%; with 100% employer match about $43,018 at 4% or $28,678 at 6%.
Umortgage LLC Group Medical Plan-200$169,516$1,854,314$9,272iApproximate average salary by contribution assumption: employee only about $231,789 at 4% or $154,526 at 6%; with 50% employer match about $154,526 at 4% or $103,017 at 6%; with 100% employer match about $115,895 at 4% or $77,263 at 6%.
Umortgage LLC Group Insurance Plan-408---
20221208$742,270$748,471$3,598iApproximate average salary by contribution assumption: employee only about $89,960 at 4% or $59,974 at 6%; with 50% employer match about $59,974 at 4% or $39,982 at 6%; with 100% employer match about $44,980 at 4% or $29,987 at 6%.
Umortgage LLC 401(K) Plan-208$742,270$748,471$3,598iApproximate average salary by contribution assumption: employee only about $89,960 at 4% or $59,974 at 6%; with 50% employer match about $59,974 at 4% or $39,982 at 6%; with 100% employer match about $44,980 at 4% or $29,987 at 6%.
2021157$67,299$65,998$1,158iApproximate average salary by contribution assumption: employee only about $28,946 at 4% or $19,298 at 6%; with 50% employer match about $19,298 at 4% or $12,865 at 6%; with 100% employer match about $14,473 at 4% or $9,649 at 6%.
Umortgage LLC 401(K) Plan-57$67,299$65,998$1,158iApproximate average salary by contribution assumption: employee only about $28,946 at 4% or $19,298 at 6%; with 50% employer match about $19,298 at 4% or $12,865 at 6%; with 100% employer match about $14,473 at 4% or $9,649 at 6%.