Civic Intelligence

ACE MORTGAGE GROUP LLC

Plan context: ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 83-4183156 • Wake Forest, NC • 6 filings • 1 plans

1780 Heritage Center Dr Ste 103Wake Forest, NC 27587-9234
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$312,590

2025 Contributions

$46,843

Historical Graphs

Total Assets Over Time

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

$312,590$156,295$0202120232025YearValue
$312,590Latest year 2025

Participants Over Time

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

420202120232025YearValue
4Latest 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
202514$312,590$46,843$11,711iApproximate average salary by contribution assumption: employee only about $292,769 at 4% or $195,179 at 6%; with 50% employer match about $195,179 at 4% or $130,119 at 6%; with 100% employer match about $146,384 at 4% or $97,590 at 6%.
ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-4$312,590$46,843$11,711iApproximate average salary by contribution assumption: employee only about $292,769 at 4% or $195,179 at 6%; with 50% employer match about $195,179 at 4% or $130,119 at 6%; with 100% employer match about $146,384 at 4% or $97,590 at 6%.
202413$236,729$46,947$15,649iApproximate average salary by contribution assumption: employee only about $391,225 at 4% or $260,817 at 6%; with 50% employer match about $260,817 at 4% or $173,878 at 6%; with 100% employer match about $195,613 at 4% or $130,408 at 6%.
ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-3$236,729$46,947$15,649iApproximate average salary by contribution assumption: employee only about $391,225 at 4% or $260,817 at 6%; with 50% employer match about $260,817 at 4% or $173,878 at 6%; with 100% employer match about $195,613 at 4% or $130,408 at 6%.
202313$185,882$47,192$15,731iApproximate average salary by contribution assumption: employee only about $393,267 at 4% or $262,178 at 6%; with 50% employer match about $262,178 at 4% or $174,785 at 6%; with 100% employer match about $196,633 at 4% or $131,089 at 6%.
ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-3$185,882$47,192$15,731iApproximate average salary by contribution assumption: employee only about $393,267 at 4% or $262,178 at 6%; with 50% employer match about $262,178 at 4% or $174,785 at 6%; with 100% employer match about $196,633 at 4% or $131,089 at 6%.
202212$118,483$73,276$36,638iApproximate average salary by contribution assumption: employee only about $915,950 at 4% or $610,633 at 6%; with 50% employer match about $610,633 at 4% or $407,089 at 6%; with 100% employer match about $457,975 at 4% or $305,317 at 6%.
ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-2$118,483$73,276$36,638iApproximate average salary by contribution assumption: employee only about $915,950 at 4% or $610,633 at 6%; with 50% employer match about $610,633 at 4% or $407,089 at 6%; with 100% employer match about $457,975 at 4% or $305,317 at 6%.
202112$169,196$157,884$78,942iApproximate average salary by contribution assumption: employee only about $1,973,550 at 4% or $1,315,700 at 6%; with 50% employer match about $1,315,700 at 4% or $877,133 at 6%; with 100% employer match about $986,775 at 4% or $657,850 at 6%.
ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-2$169,196$157,884$78,942iApproximate average salary by contribution assumption: employee only about $1,973,550 at 4% or $1,315,700 at 6%; with 50% employer match about $1,315,700 at 4% or $877,133 at 6%; with 100% employer match about $986,775 at 4% or $657,850 at 6%.
202010$0$0-
ACE MORTGAGE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST-0$0--