Civic Intelligence

Mortgagestar LLC

Plan context: Mortgagestar LLC 401(K) Profit Sharing Plan & Trust

EIN 83-3444224 • 7 filings • 1 plans

Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,372,136

2025 Contributions

$227,041

Historical Graphs

Total Assets Over Time

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

$1,372,136$686,068$0201920222025YearValue
$1,372,136Latest year 2025

Participants Over Time

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

950201920222025YearValue
8Latest year 2025

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
202518$1,372,136$227,041$28,380iApproximate average salary by contribution assumption: employee only about $709,503 at 4% or $473,002 at 6%; with 50% employer match about $473,002 at 4% or $315,335 at 6%; with 100% employer match about $354,752 at 4% or $236,501 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-8$1,372,136$227,041$28,380iApproximate average salary by contribution assumption: employee only about $709,503 at 4% or $473,002 at 6%; with 50% employer match about $473,002 at 4% or $315,335 at 6%; with 100% employer match about $354,752 at 4% or $236,501 at 6%.
202418$952,930$149,509$18,689iApproximate average salary by contribution assumption: employee only about $467,216 at 4% or $311,477 at 6%; with 50% employer match about $311,477 at 4% or $207,651 at 6%; with 100% employer match about $233,608 at 4% or $155,739 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-8$952,930$149,509$18,689iApproximate average salary by contribution assumption: employee only about $467,216 at 4% or $311,477 at 6%; with 50% employer match about $311,477 at 4% or $207,651 at 6%; with 100% employer match about $233,608 at 4% or $155,739 at 6%.
202317$717,308$194,092$27,727iApproximate average salary by contribution assumption: employee only about $693,186 at 4% or $462,124 at 6%; with 50% employer match about $462,124 at 4% or $308,083 at 6%; with 100% employer match about $346,593 at 4% or $231,062 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-7$717,308$194,092$27,727iApproximate average salary by contribution assumption: employee only about $693,186 at 4% or $462,124 at 6%; with 50% employer match about $462,124 at 4% or $308,083 at 6%; with 100% employer match about $346,593 at 4% or $231,062 at 6%.
202219$417,833$132,231$14,692iApproximate average salary by contribution assumption: employee only about $367,308 at 4% or $244,872 at 6%; with 50% employer match about $244,872 at 4% or $163,248 at 6%; with 100% employer match about $183,654 at 4% or $122,436 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-9$417,833$132,231$14,692iApproximate average salary by contribution assumption: employee only about $367,308 at 4% or $244,872 at 6%; with 50% employer match about $244,872 at 4% or $163,248 at 6%; with 100% employer match about $183,654 at 4% or $122,436 at 6%.
202119$358,885$192,589$21,399iApproximate average salary by contribution assumption: employee only about $534,969 at 4% or $356,646 at 6%; with 50% employer match about $356,646 at 4% or $237,764 at 6%; with 100% employer match about $267,485 at 4% or $178,323 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-9$358,885$192,589$21,399iApproximate average salary by contribution assumption: employee only about $534,969 at 4% or $356,646 at 6%; with 50% employer match about $356,646 at 4% or $237,764 at 6%; with 100% employer match about $267,485 at 4% or $178,323 at 6%.
202015$119,480$98,583$19,717iApproximate average salary by contribution assumption: employee only about $492,915 at 4% or $328,610 at 6%; with 50% employer match about $328,610 at 4% or $219,073 at 6%; with 100% employer match about $246,457 at 4% or $164,305 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-5$119,480$98,583$19,717iApproximate average salary by contribution assumption: employee only about $492,915 at 4% or $328,610 at 6%; with 50% employer match about $328,610 at 4% or $219,073 at 6%; with 100% employer match about $246,457 at 4% or $164,305 at 6%.
201914$13,800$13,794$3,449iApproximate average salary by contribution assumption: employee only about $86,213 at 4% or $57,475 at 6%; with 50% employer match about $57,475 at 4% or $38,317 at 6%; with 100% employer match about $43,106 at 4% or $28,738 at 6%.
Mortgagestar LLC 401(K) Profit Sharing Plan & Trust-4$13,800$13,794$3,449iApproximate average salary by contribution assumption: employee only about $86,213 at 4% or $57,475 at 6%; with 50% employer match about $57,475 at 4% or $38,317 at 6%; with 100% employer match about $43,106 at 4% or $28,738 at 6%.