Civic Intelligence

Mortgagetrade Holding Co. LLC

Plan context: Mortgagetrade 401(K) Plan

EIN 81-2061655 • Oxford, MS • 13 filings • 2 plans

9 Industrial Park Drive Suite 114Oxford, MS 38655
Current Snapshot

Latest Year

2024

2024 Participants

164

2024 Assets

$9,185,873

2024 Contributions

$1,500,540

Historical Graphs

Total Assets Over Time

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

$9,185,873$4,592,937$0201620202024YearValue
$9,185,873Latest year 2024

Participants Over Time

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

166830201620202024YearValue
164Latest 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
20242164$9,185,873$1,500,540$9,150iApproximate average salary by contribution assumption: employee only about $228,741 at 4% or $152,494 at 6%; with 50% employer match about $152,494 at 4% or $101,663 at 6%; with 100% employer match about $114,370 at 4% or $76,247 at 6%.
Mortgagetrade 401(K) Plan-163$9,185,873$1,500,540$9,206iApproximate average salary by contribution assumption: employee only about $230,144 at 4% or $153,429 at 6%; with 50% employer match about $153,429 at 4% or $102,286 at 6%; with 100% employer match about $115,072 at 4% or $76,715 at 6%.
Mortgage Trade Holding Co. LLC Welfare Benefits Plan-164---
20232114$6,864,772$1,031,881$9,052iApproximate average salary by contribution assumption: employee only about $226,290 at 4% or $150,860 at 6%; with 50% employer match about $150,860 at 4% or $100,573 at 6%; with 100% employer match about $113,145 at 4% or $75,430 at 6%.
Mortgagetrade 401(K) Plan-112$6,864,772$1,031,881$9,213iApproximate average salary by contribution assumption: employee only about $230,331 at 4% or $153,554 at 6%; with 50% employer match about $153,554 at 4% or $102,369 at 6%; with 100% employer match about $115,165 at 4% or $76,777 at 6%.
Mortgage Trade Holding Co. LLC Welfare Benefits Plan-114---
20222118$5,537,349$1,187,389$10,063iApproximate average salary by contribution assumption: employee only about $251,565 at 4% or $167,710 at 6%; with 50% employer match about $167,710 at 4% or $111,807 at 6%; with 100% employer match about $125,783 at 4% or $83,855 at 6%.
Mortgagetrade 401(K) Plan-118$5,537,349$1,187,389$10,063iApproximate average salary by contribution assumption: employee only about $251,565 at 4% or $167,710 at 6%; with 50% employer match about $167,710 at 4% or $111,807 at 6%; with 100% employer match about $125,783 at 4% or $83,855 at 6%.
Mortgage Trade Holding Co. LLC Welfare Benefits Plan-117---
20212166$6,083,533$1,290,561$7,774iApproximate average salary by contribution assumption: employee only about $194,362 at 4% or $129,574 at 6%; with 50% employer match about $129,574 at 4% or $86,383 at 6%; with 100% employer match about $97,181 at 4% or $64,787 at 6%.
Mortgagetrade 401(K) Plan-166$6,083,533$1,290,561$7,774iApproximate average salary by contribution assumption: employee only about $194,362 at 4% or $129,574 at 6%; with 50% employer match about $129,574 at 4% or $86,383 at 6%; with 100% employer match about $97,181 at 4% or $64,787 at 6%.
Mortgage Trade Holding Co. LLC Welfare Benefits Plan-163---
20201106$4,206,489$839,161$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%.
Mortgagetrade 401(K) Plan-106$4,206,489$839,161$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%.
2019198$3,144,267$780,453$7,964iApproximate average salary by contribution assumption: employee only about $199,095 at 4% or $132,730 at 6%; with 50% employer match about $132,730 at 4% or $88,487 at 6%; with 100% employer match about $99,548 at 4% or $66,365 at 6%.
Mortgagetrade 401(K) Plan-98$3,144,267$780,453$7,964iApproximate average salary by contribution assumption: employee only about $199,095 at 4% or $132,730 at 6%; with 50% employer match about $132,730 at 4% or $88,487 at 6%; with 100% employer match about $99,548 at 4% or $66,365 at 6%.
2018157$2,072,530$601,507$10,553iApproximate average salary by contribution assumption: employee only about $263,819 at 4% or $175,879 at 6%; with 50% employer match about $175,879 at 4% or $117,253 at 6%; with 100% employer match about $131,909 at 4% or $87,940 at 6%.
Mortgagetrade 401(K) Plan-57$2,072,530$601,507$10,553iApproximate average salary by contribution assumption: employee only about $263,819 at 4% or $175,879 at 6%; with 50% employer match about $175,879 at 4% or $117,253 at 6%; with 100% employer match about $131,909 at 4% or $87,940 at 6%.
2017147$1,626,709$412,214$8,771iApproximate average salary by contribution assumption: employee only about $219,263 at 4% or $146,175 at 6%; with 50% employer match about $146,175 at 4% or $97,450 at 6%; with 100% employer match about $109,631 at 4% or $73,088 at 6%.
Mortgagetrade 401(K) Plan-47$1,626,709$412,214$8,771iApproximate average salary by contribution assumption: employee only about $219,263 at 4% or $146,175 at 6%; with 50% employer match about $146,175 at 4% or $97,450 at 6%; with 100% employer match about $109,631 at 4% or $73,088 at 6%.
2016127$1,023,550$1,012,519$37,501iApproximate average salary by contribution assumption: employee only about $937,518 at 4% or $625,012 at 6%; with 50% employer match about $625,012 at 4% or $416,674 at 6%; with 100% employer match about $468,759 at 4% or $312,506 at 6%.
Mortgagetrade 401(K) Plan-27$1,023,550$1,012,519$37,501iApproximate average salary by contribution assumption: employee only about $937,518 at 4% or $625,012 at 6%; with 50% employer match about $625,012 at 4% or $416,674 at 6%; with 100% employer match about $468,759 at 4% or $312,506 at 6%.