Civic Intelligence

MORTGAGE UNITY LLC

Plan context: MORTGAGE UNITY LLC 401(K) PLAN

EIN 83-3936398 • Marlborough, MA • 6 filings • 1 plans

67 Forest St#272Marlborough, MA 01752
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$508,006

2025 Contributions

$48,867

Historical Graphs

Total Assets Over Time

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

$508,006$254,003$0202020232025YearValue
$508,006Latest year 2025

Participants Over Time

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

1050202020232025YearValue
9Latest 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
202519$508,006$48,867$5,430iApproximate average salary by contribution assumption: employee only about $135,742 at 4% or $90,494 at 6%; with 50% employer match about $90,494 at 4% or $60,330 at 6%; with 100% employer match about $67,871 at 4% or $45,247 at 6%.
MORTGAGE UNITY LLC 401(K) PLAN-9$508,006$48,867$5,430iApproximate average salary by contribution assumption: employee only about $135,742 at 4% or $90,494 at 6%; with 50% employer match about $90,494 at 4% or $60,330 at 6%; with 100% employer match about $67,871 at 4% or $45,247 at 6%.
202419$399,835$43,311$4,812iApproximate average salary by contribution assumption: employee only about $120,308 at 4% or $80,206 at 6%; with 50% employer match about $80,206 at 4% or $53,470 at 6%; with 100% employer match about $60,154 at 4% or $40,103 at 6%.
MORTGAGE UNITY LLC 401(K) PLAN-9$399,835$43,311$4,812iApproximate average salary by contribution assumption: employee only about $120,308 at 4% or $80,206 at 6%; with 50% employer match about $80,206 at 4% or $53,470 at 6%; with 100% employer match about $60,154 at 4% or $40,103 at 6%.
202319$332,230$44,842$4,982iApproximate average salary by contribution assumption: employee only about $124,561 at 4% or $83,041 at 6%; with 50% employer match about $83,041 at 4% or $55,360 at 6%; with 100% employer match about $62,281 at 4% or $41,520 at 6%.
MORTGAGE UNITY LLC 401(K) PLAN-9$332,230$44,842$4,982iApproximate average salary by contribution assumption: employee only about $124,561 at 4% or $83,041 at 6%; with 50% employer match about $83,041 at 4% or $55,360 at 6%; with 100% employer match about $62,281 at 4% or $41,520 at 6%.
2022110$285,358$106,365$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
MORTGAGE UNITY LLC 401(K) PLAN-10$285,358$106,365$10,637iApproximate average salary by contribution assumption: employee only about $265,913 at 4% or $177,275 at 6%; with 50% employer match about $177,275 at 4% or $118,183 at 6%; with 100% employer match about $132,956 at 4% or $88,638 at 6%.
202119$256,439$181,840$20,204iApproximate average salary by contribution assumption: employee only about $505,111 at 4% or $336,741 at 6%; with 50% employer match about $336,741 at 4% or $224,494 at 6%; with 100% employer match about $252,556 at 4% or $168,370 at 6%.
MORTGAGE UNITY LLC 401(K) PLAN-9$256,439$181,840$20,204iApproximate average salary by contribution assumption: employee only about $505,111 at 4% or $336,741 at 6%; with 50% employer match about $336,741 at 4% or $224,494 at 6%; with 100% employer match about $252,556 at 4% or $168,370 at 6%.
202016$50,674$44,508$7,418iApproximate average salary by contribution assumption: employee only about $185,450 at 4% or $123,633 at 6%; with 50% employer match about $123,633 at 4% or $82,422 at 6%; with 100% employer match about $92,725 at 4% or $61,817 at 6%.
MORTGAGE UNITY LLC 401(K) PLAN-6$50,674$44,508$7,418iApproximate average salary by contribution assumption: employee only about $185,450 at 4% or $123,633 at 6%; with 50% employer match about $123,633 at 4% or $82,422 at 6%; with 100% employer match about $92,725 at 4% or $61,817 at 6%.