Civic Intelligence

Whitecap Mortgage

Plan context: Whitecap Mortgage 401(K) Plan

EIN 83-3740232 • Kennett Square, PA • 7 filings • 1 plans

210 S Mill RdSuite 104Kennett Square, PA 19348
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$280,458

2025 Contributions

$15,138

Historical Graphs

Total Assets Over Time

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

$419,438$209,719$0201920222025YearValue
$280,458Latest year 2025

Participants Over Time

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

1260201920222025YearValue
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$280,458$15,138$1,892iApproximate average salary by contribution assumption: employee only about $47,306 at 4% or $31,538 at 6%; with 50% employer match about $31,538 at 4% or $21,025 at 6%; with 100% employer match about $23,653 at 4% or $15,769 at 6%.
Whitecap Mortgage 401(K) Plan-8$280,458$15,138$1,892iApproximate average salary by contribution assumption: employee only about $47,306 at 4% or $31,538 at 6%; with 50% employer match about $31,538 at 4% or $21,025 at 6%; with 100% employer match about $23,653 at 4% or $15,769 at 6%.
2024110$419,438$22,818$2,282iApproximate average salary by contribution assumption: employee only about $57,045 at 4% or $38,030 at 6%; with 50% employer match about $38,030 at 4% or $25,353 at 6%; with 100% employer match about $28,523 at 4% or $19,015 at 6%.
Whitecap Mortgage 401(K) Plan-10$419,438$22,818$2,282iApproximate average salary by contribution assumption: employee only about $57,045 at 4% or $38,030 at 6%; with 50% employer match about $38,030 at 4% or $25,353 at 6%; with 100% employer match about $28,523 at 4% or $19,015 at 6%.
2023110$364,754$35,955$3,596iApproximate average salary by contribution assumption: employee only about $89,888 at 4% or $59,925 at 6%; with 50% employer match about $59,925 at 4% or $39,950 at 6%; with 100% employer match about $44,944 at 4% or $29,963 at 6%.
Whitecap Mortgage 401(K) Plan-10$364,754$35,955$3,596iApproximate average salary by contribution assumption: employee only about $89,888 at 4% or $59,925 at 6%; with 50% employer match about $59,925 at 4% or $39,950 at 6%; with 100% employer match about $44,944 at 4% or $29,963 at 6%.
2022112$302,421$110,553$9,213iApproximate average salary by contribution assumption: employee only about $230,319 at 4% or $153,546 at 6%; with 50% employer match about $153,546 at 4% or $102,364 at 6%; with 100% employer match about $115,159 at 4% or $76,773 at 6%.
Whitecap Mortgage 401(K) Plan-12$302,421$110,553$9,213iApproximate average salary by contribution assumption: employee only about $230,319 at 4% or $153,546 at 6%; with 50% employer match about $153,546 at 4% or $102,364 at 6%; with 100% employer match about $115,159 at 4% or $76,773 at 6%.
202119$268,990$77,005$8,556iApproximate average salary by contribution assumption: employee only about $213,903 at 4% or $142,602 at 6%; with 50% employer match about $142,602 at 4% or $95,068 at 6%; with 100% employer match about $106,951 at 4% or $71,301 at 6%.
Whitecap Mortgage 401(K) Plan-9$268,990$77,005$8,556iApproximate average salary by contribution assumption: employee only about $213,903 at 4% or $142,602 at 6%; with 50% employer match about $142,602 at 4% or $95,068 at 6%; with 100% employer match about $106,951 at 4% or $71,301 at 6%.
202017$168,616$142,445$20,349iApproximate average salary by contribution assumption: employee only about $508,732 at 4% or $339,155 at 6%; with 50% employer match about $339,155 at 4% or $226,103 at 6%; with 100% employer match about $254,366 at 4% or $169,577 at 6%.
Whitecap Mortgage 401(K) Plan-7$168,616$142,445$20,349iApproximate average salary by contribution assumption: employee only about $508,732 at 4% or $339,155 at 6%; with 50% employer match about $339,155 at 4% or $226,103 at 6%; with 100% employer match about $254,366 at 4% or $169,577 at 6%.
201914$8,542$8,289$2,072iApproximate average salary by contribution assumption: employee only about $51,806 at 4% or $34,538 at 6%; with 50% employer match about $34,538 at 4% or $23,025 at 6%; with 100% employer match about $25,903 at 4% or $17,269 at 6%.
Whitecap Mortgage 401(K) Plan-4$8,542$8,289$2,072iApproximate average salary by contribution assumption: employee only about $51,806 at 4% or $34,538 at 6%; with 50% employer match about $34,538 at 4% or $23,025 at 6%; with 100% employer match about $25,903 at 4% or $17,269 at 6%.