Civic Intelligence

South River Mortgage LLC

Plan context: South River Mortgage LLC 401(K) Plan

EIN 83-4466561 • Annapolis, MD • 5 filings • 1 plans

1750 Forest Drive, Suite 195Annapolis, MD 21401
Current Snapshot

Latest Year

2025

2025 Participants

101

2025 Assets

$1,620,082

2025 Contributions

$483,900

Historical Graphs

Total Assets Over Time

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

$1,620,082$810,041$0202120232025YearValue
$1,620,082Latest year 2025

Participants Over Time

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

101510202120232025YearValue
101Latest 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
20251101$1,620,082$483,900$4,791iApproximate average salary by contribution assumption: employee only about $119,777 at 4% or $79,851 at 6%; with 50% employer match about $79,851 at 4% or $53,234 at 6%; with 100% employer match about $59,889 at 4% or $39,926 at 6%.
South River Mortgage LLC 401(K) Plan-101$1,620,082$483,900$4,791iApproximate average salary by contribution assumption: employee only about $119,777 at 4% or $79,851 at 6%; with 50% employer match about $79,851 at 4% or $53,234 at 6%; with 100% employer match about $59,889 at 4% or $39,926 at 6%.
2024162$1,053,940$416,380$6,716iApproximate average salary by contribution assumption: employee only about $167,895 at 4% or $111,930 at 6%; with 50% employer match about $111,930 at 4% or $74,620 at 6%; with 100% employer match about $83,948 at 4% or $55,965 at 6%.
South River Mortgage LLC 401(K) Plan-62$1,053,940$416,380$6,716iApproximate average salary by contribution assumption: employee only about $167,895 at 4% or $111,930 at 6%; with 50% employer match about $111,930 at 4% or $74,620 at 6%; with 100% employer match about $83,948 at 4% or $55,965 at 6%.
2023157$771,488$300,734$5,276iApproximate average salary by contribution assumption: employee only about $131,901 at 4% or $87,934 at 6%; with 50% employer match about $87,934 at 4% or $58,623 at 6%; with 100% employer match about $65,950 at 4% or $43,967 at 6%.
South River Mortgage LLC 401(K) Plan-57$771,488$300,734$5,276iApproximate average salary by contribution assumption: employee only about $131,901 at 4% or $87,934 at 6%; with 50% employer match about $87,934 at 4% or $58,623 at 6%; with 100% employer match about $65,950 at 4% or $43,967 at 6%.
2022194$523,837$587,068$6,245iApproximate average salary by contribution assumption: employee only about $156,135 at 4% or $104,090 at 6%; with 50% employer match about $104,090 at 4% or $69,393 at 6%; with 100% employer match about $78,068 at 4% or $52,045 at 6%.
South River Mortgage LLC 401(K) Plan-94$523,837$587,068$6,245iApproximate average salary by contribution assumption: employee only about $156,135 at 4% or $104,090 at 6%; with 50% employer match about $104,090 at 4% or $69,393 at 6%; with 100% employer match about $78,068 at 4% or $52,045 at 6%.
2021156$245,924$238,138$4,252iApproximate average salary by contribution assumption: employee only about $106,312 at 4% or $70,874 at 6%; with 50% employer match about $70,874 at 4% or $47,250 at 6%; with 100% employer match about $53,156 at 4% or $35,437 at 6%.
South River Mortgage LLC 401(K) Plan-56$245,924$238,138$4,252iApproximate average salary by contribution assumption: employee only about $106,312 at 4% or $70,874 at 6%; with 50% employer match about $70,874 at 4% or $47,250 at 6%; with 100% employer match about $53,156 at 4% or $35,437 at 6%.