Civic Intelligence

Stress Free Mortgage

Plan context: Stress Free Mortgage Profit Sharing Plan

EIN 81-3872711 • Valencia, CA • 9 filings • 1 plans

28494 Westinghouse Place, Suite 212Valencia, CA 91355
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$824,357

2024 Contributions

$44,226

Historical Graphs

Total Assets Over Time

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

$824,357$412,179$0201620202024YearValue
$824,357Latest year 2024

Participants Over Time

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

740201620202024YearValue
5Latest 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
202415$824,357$44,226$8,845iApproximate average salary by contribution assumption: employee only about $221,130 at 4% or $147,420 at 6%; with 50% employer match about $147,420 at 4% or $98,280 at 6%; with 100% employer match about $110,565 at 4% or $73,710 at 6%.
Stress Free Mortgage Profit Sharing Plan-5$824,357$44,226$8,845iApproximate average salary by contribution assumption: employee only about $221,130 at 4% or $147,420 at 6%; with 50% employer match about $147,420 at 4% or $98,280 at 6%; with 100% employer match about $110,565 at 4% or $73,710 at 6%.
202316$714,582$10,904$1,817iApproximate average salary by contribution assumption: employee only about $45,433 at 4% or $30,289 at 6%; with 50% employer match about $30,289 at 4% or $20,193 at 6%; with 100% employer match about $22,717 at 4% or $15,144 at 6%.
Stress Free Mortgage Profit Sharing Plan-6$714,582$10,904$1,817iApproximate average salary by contribution assumption: employee only about $45,433 at 4% or $30,289 at 6%; with 50% employer match about $30,289 at 4% or $20,193 at 6%; with 100% employer match about $22,717 at 4% or $15,144 at 6%.
202217$658,816$74,938$10,705iApproximate average salary by contribution assumption: employee only about $267,636 at 4% or $178,424 at 6%; with 50% employer match about $178,424 at 4% or $118,949 at 6%; with 100% employer match about $133,818 at 4% or $89,212 at 6%.
Stress Free Mortgage Profit Sharing Plan-7$658,816$74,938$10,705iApproximate average salary by contribution assumption: employee only about $267,636 at 4% or $178,424 at 6%; with 50% employer match about $178,424 at 4% or $118,949 at 6%; with 100% employer match about $133,818 at 4% or $89,212 at 6%.
202117$644,155$184,944$26,421iApproximate average salary by contribution assumption: employee only about $660,514 at 4% or $440,343 at 6%; with 50% employer match about $440,343 at 4% or $293,562 at 6%; with 100% employer match about $330,257 at 4% or $220,171 at 6%.
Stress Free Mortgage Profit Sharing Plan-7$644,155$184,944$26,421iApproximate average salary by contribution assumption: employee only about $660,514 at 4% or $440,343 at 6%; with 50% employer match about $440,343 at 4% or $293,562 at 6%; with 100% employer match about $330,257 at 4% or $220,171 at 6%.
202015$410,922$157,875$31,575iApproximate average salary by contribution assumption: employee only about $789,375 at 4% or $526,250 at 6%; with 50% employer match about $526,250 at 4% or $350,833 at 6%; with 100% employer match about $394,688 at 4% or $263,125 at 6%.
Stress Free Mortgage Profit Sharing Plan-5$410,922$157,875$31,575iApproximate average salary by contribution assumption: employee only about $789,375 at 4% or $526,250 at 6%; with 50% employer match about $526,250 at 4% or $350,833 at 6%; with 100% employer match about $394,688 at 4% or $263,125 at 6%.
201915$215,838$66,826$13,365iApproximate average salary by contribution assumption: employee only about $334,130 at 4% or $222,753 at 6%; with 50% employer match about $222,753 at 4% or $148,502 at 6%; with 100% employer match about $167,065 at 4% or $111,377 at 6%.
Stress Free Mortgage Profit Sharing Plan-5$215,838$66,826$13,365iApproximate average salary by contribution assumption: employee only about $334,130 at 4% or $222,753 at 6%; with 50% employer match about $222,753 at 4% or $148,502 at 6%; with 100% employer match about $167,065 at 4% or $111,377 at 6%.
201813$134,003$51,165$17,055iApproximate average salary by contribution assumption: employee only about $426,375 at 4% or $284,250 at 6%; with 50% employer match about $284,250 at 4% or $189,500 at 6%; with 100% employer match about $213,188 at 4% or $142,125 at 6%.
Stress Free Mortgage Profit Sharing Plan-3$134,003$51,165$17,055iApproximate average salary by contribution assumption: employee only about $426,375 at 4% or $284,250 at 6%; with 50% employer match about $284,250 at 4% or $189,500 at 6%; with 100% employer match about $213,188 at 4% or $142,125 at 6%.
201713$85,873$50,775$16,925iApproximate average salary by contribution assumption: employee only about $423,125 at 4% or $282,083 at 6%; with 50% employer match about $282,083 at 4% or $188,056 at 6%; with 100% employer match about $211,563 at 4% or $141,042 at 6%.
Stress Free Mortgage Profit Sharing Plan-3$85,873$50,775$16,925iApproximate average salary by contribution assumption: employee only about $423,125 at 4% or $282,083 at 6%; with 50% employer match about $282,083 at 4% or $188,056 at 6%; with 100% employer match about $211,563 at 4% or $141,042 at 6%.
201613$33,617$33,617$11,206iApproximate average salary by contribution assumption: employee only about $280,142 at 4% or $186,761 at 6%; with 50% employer match about $186,761 at 4% or $124,507 at 6%; with 100% employer match about $140,071 at 4% or $93,381 at 6%.
Stress Free Mortgage Profit Sharing Plan-3$33,617$33,617$11,206iApproximate average salary by contribution assumption: employee only about $280,142 at 4% or $186,761 at 6%; with 50% employer match about $186,761 at 4% or $124,507 at 6%; with 100% employer match about $140,071 at 4% or $93,381 at 6%.