Civic Intelligence

Suburban Mortgage Company of New Mexico

Plan context: Intercap Lending 401(K) Retirement Plan

EIN 85-0260899 • Aliso Viejo, CA • 35 filings • 6 plans

26970 Aliso Viejo ParkwaySuite 100Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2025

2025 Participants

308

2025 Assets

$19,075,874

2025 Contributions

$2,750,787

Historical Graphs

Total Assets Over Time

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

$19,075,874$9,537,937$0199920142024YearValue
$19,075,874Latest year 2024

Participants Over Time

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

7173590199920122025YearValue
308Latest 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
20251308$0$0-
Intercap Lending Health Benefits-308---
20242314$19,075,874$2,750,787$8,760iApproximate average salary by contribution assumption: employee only about $219,012 at 4% or $146,008 at 6%; with 50% employer match about $146,008 at 4% or $97,339 at 6%; with 100% employer match about $109,506 at 4% or $73,004 at 6%.
Intercap Lending 401(K) Retirement Plan-314$19,075,874$2,750,787$8,760iApproximate average salary by contribution assumption: employee only about $219,012 at 4% or $146,008 at 6%; with 50% employer match about $146,008 at 4% or $97,339 at 6%; with 100% employer match about $109,506 at 4% or $73,004 at 6%.
Intercap Lending Health Benefits-281---
20232593$17,332,424$2,860,604$4,824iApproximate average salary by contribution assumption: employee only about $120,599 at 4% or $80,399 at 6%; with 50% employer match about $80,399 at 4% or $53,599 at 6%; with 100% employer match about $60,299 at 4% or $40,200 at 6%.
Intercap Lending 401(K) Retirement Plan-336$17,332,424$2,860,604$8,514iApproximate average salary by contribution assumption: employee only about $212,843 at 4% or $141,895 at 6%; with 50% employer match about $141,895 at 4% or $94,597 at 6%; with 100% employer match about $106,421 at 4% or $70,948 at 6%.
Intercap Lending Health Benefits-593---
20222712$13,644,221$3,653,851$5,132iApproximate average salary by contribution assumption: employee only about $128,295 at 4% or $85,530 at 6%; with 50% employer match about $85,530 at 4% or $57,020 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%.
Intercap Lending 401(K) Retirement Plan-399$13,644,221$3,653,851$9,158iApproximate average salary by contribution assumption: employee only about $228,938 at 4% or $152,625 at 6%; with 50% employer match about $152,625 at 4% or $101,750 at 6%; with 100% employer match about $114,469 at 4% or $76,313 at 6%.
Intercap Lending Health Benefits-712---
20213717$14,027,192$4,264,339$5,947iApproximate average salary by contribution assumption: employee only about $148,687 at 4% or $99,125 at 6%; with 50% employer match about $99,125 at 4% or $66,083 at 6%; with 100% employer match about $74,343 at 4% or $49,562 at 6%.
Intercap Lending 401(K) Retirement Plan-425$14,027,192$763,752$1,797iApproximate average salary by contribution assumption: employee only about $44,927 at 4% or $29,951 at 6%; with 50% employer match about $29,951 at 4% or $19,967 at 6%; with 100% employer match about $22,463 at 4% or $14,976 at 6%.
Intercap Lending Health Benefits-717---
Suburban Nortgage Company of Newmexico Profit Sharing Plan-0-$3,500,587-
20202382$8,556,894$3,527,724$9,235iApproximate average salary by contribution assumption: employee only about $230,872 at 4% or $153,915 at 6%; with 50% employer match about $153,915 at 4% or $102,610 at 6%; with 100% employer match about $115,436 at 4% or $76,957 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-382$8,556,894$3,527,724$9,235iApproximate average salary by contribution assumption: employee only about $230,872 at 4% or $153,915 at 6%; with 50% employer match about $153,915 at 4% or $102,610 at 6%; with 100% employer match about $115,436 at 4% or $76,957 at 6%.
Intercap Lending Health Benefits-379---
20192305$4,254,568$2,591,194$8,496iApproximate average salary by contribution assumption: employee only about $212,393 at 4% or $141,595 at 6%; with 50% employer match about $141,595 at 4% or $94,397 at 6%; with 100% employer match about $106,196 at 4% or $70,798 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-299$4,254,568$2,591,194$8,666iApproximate average salary by contribution assumption: employee only about $216,655 at 4% or $144,437 at 6%; with 50% employer match about $144,437 at 4% or $96,291 at 6%; with 100% employer match about $108,328 at 4% or $72,218 at 6%.
Intercap Lending Health Benefits-305---
20182260$1,407,102$729,592$2,806iApproximate average salary by contribution assumption: employee only about $70,153 at 4% or $46,769 at 6%; with 50% employer match about $46,769 at 4% or $31,179 at 6%; with 100% employer match about $35,077 at 4% or $23,384 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-181$1,407,102$729,592$4,031iApproximate average salary by contribution assumption: employee only about $100,772 at 4% or $67,182 at 6%; with 50% employer match about $67,182 at 4% or $44,788 at 6%; with 100% employer match about $50,386 at 4% or $33,591 at 6%.
Intercap Lending Health Benefits-260---
2016129$629,197$26,304$907iApproximate average salary by contribution assumption: employee only about $22,676 at 4% or $15,117 at 6%; with 50% employer match about $15,117 at 4% or $10,078 at 6%; with 100% employer match about $11,338 at 4% or $7,559 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-29$629,197$26,304$907iApproximate average salary by contribution assumption: employee only about $22,676 at 4% or $15,117 at 6%; with 50% employer match about $15,117 at 4% or $10,078 at 6%; with 100% employer match about $11,338 at 4% or $7,559 at 6%.
2015132$575,362$56,985$1,781iApproximate average salary by contribution assumption: employee only about $44,520 at 4% or $29,680 at 6%; with 50% employer match about $29,680 at 4% or $19,786 at 6%; with 100% employer match about $22,260 at 4% or $14,840 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-32$575,362$56,985$1,781iApproximate average salary by contribution assumption: employee only about $44,520 at 4% or $29,680 at 6%; with 50% employer match about $29,680 at 4% or $19,786 at 6%; with 100% employer match about $22,260 at 4% or $14,840 at 6%.
2014141$771,199$517,589$12,624iApproximate average salary by contribution assumption: employee only about $315,603 at 4% or $210,402 at 6%; with 50% employer match about $210,402 at 4% or $140,268 at 6%; with 100% employer match about $157,802 at 4% or $105,201 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-41$771,199$517,589$12,624iApproximate average salary by contribution assumption: employee only about $315,603 at 4% or $210,402 at 6%; with 50% employer match about $210,402 at 4% or $140,268 at 6%; with 100% employer match about $157,802 at 4% or $105,201 at 6%.
2013137$557,435$186,197$5,032iApproximate average salary by contribution assumption: employee only about $125,809 at 4% or $83,873 at 6%; with 50% employer match about $83,873 at 4% or $55,915 at 6%; with 100% employer match about $62,904 at 4% or $41,936 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-37$557,435$186,197$5,032iApproximate average salary by contribution assumption: employee only about $125,809 at 4% or $83,873 at 6%; with 50% employer match about $83,873 at 4% or $55,915 at 6%; with 100% employer match about $62,904 at 4% or $41,936 at 6%.
2012129$384,283$73,330$2,529iApproximate average salary by contribution assumption: employee only about $63,216 at 4% or $42,144 at 6%; with 50% employer match about $42,144 at 4% or $28,096 at 6%; with 100% employer match about $31,608 at 4% or $21,072 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-29$384,283$73,330$2,529iApproximate average salary by contribution assumption: employee only about $63,216 at 4% or $42,144 at 6%; with 50% employer match about $42,144 at 4% or $28,096 at 6%; with 100% employer match about $31,608 at 4% or $21,072 at 6%.
2011114$578,679$10,156$725iApproximate average salary by contribution assumption: employee only about $18,136 at 4% or $12,090 at 6%; with 50% employer match about $12,090 at 4% or $8,060 at 6%; with 100% employer match about $9,068 at 4% or $6,045 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-14$578,679$10,156$725iApproximate average salary by contribution assumption: employee only about $18,136 at 4% or $12,090 at 6%; with 50% employer match about $12,090 at 4% or $8,060 at 6%; with 100% employer match about $9,068 at 4% or $6,045 at 6%.
2010115$602,454$19,819$1,321iApproximate average salary by contribution assumption: employee only about $33,032 at 4% or $22,021 at 6%; with 50% employer match about $22,021 at 4% or $14,681 at 6%; with 100% employer match about $16,516 at 4% or $11,011 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-15$602,454$19,819$1,321iApproximate average salary by contribution assumption: employee only about $33,032 at 4% or $22,021 at 6%; with 50% employer match about $22,021 at 4% or $14,681 at 6%; with 100% employer match about $16,516 at 4% or $11,011 at 6%.
2009121$525,750$20,655$984iApproximate average salary by contribution assumption: employee only about $24,589 at 4% or $16,393 at 6%; with 50% employer match about $16,393 at 4% or $10,929 at 6%; with 100% employer match about $12,295 at 4% or $8,196 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-21$525,750$20,655$984iApproximate average salary by contribution assumption: employee only about $24,589 at 4% or $16,393 at 6%; with 50% employer match about $16,393 at 4% or $10,929 at 6%; with 100% employer match about $12,295 at 4% or $8,196 at 6%.
2008124$0$0-
Suburban Nortgage Company of Newmexico Profit Sharing Plan-24---
2007124$0$0-
Suburban Nortgage Company of Newmexico Profit Sharing Plan-24---
2006124$532,691$19,899$829iApproximate average salary by contribution assumption: employee only about $20,728 at 4% or $13,819 at 6%; with 50% employer match about $13,819 at 4% or $9,213 at 6%; with 100% employer match about $10,364 at 4% or $6,909 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-24$532,691$19,899$829iApproximate average salary by contribution assumption: employee only about $20,728 at 4% or $13,819 at 6%; with 50% employer match about $13,819 at 4% or $9,213 at 6%; with 100% employer match about $10,364 at 4% or $6,909 at 6%.
2005127$494,928$26,325$975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-27$494,928$26,325$975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%.
2004128$478,696$35,938$1,284iApproximate average salary by contribution assumption: employee only about $32,088 at 4% or $21,392 at 6%; with 50% employer match about $21,392 at 4% or $14,261 at 6%; with 100% employer match about $16,044 at 4% or $10,696 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-28$478,696$35,938$1,284iApproximate average salary by contribution assumption: employee only about $32,088 at 4% or $21,392 at 6%; with 50% employer match about $21,392 at 4% or $14,261 at 6%; with 100% employer match about $16,044 at 4% or $10,696 at 6%.
2003136$0$0-
Suburban Nortgage Company of Newmexico Profit Sharing Plan-36---
2002142$0$0-
Suburban Nortgage Company of Newmexico Profit Sharing Plan-42---
2001131$0$0-
Suburban Nortgage Company of Newmexico Profit Sharing Plan-31---
2000130$0$0-
Suburban Nortgage Company of Newmexico Profit Sharing Plan-30---
1999230$494,636$60,633$2,021iApproximate average salary by contribution assumption: employee only about $50,528 at 4% or $33,685 at 6%; with 50% employer match about $33,685 at 4% or $22,457 at 6%; with 100% employer match about $25,264 at 4% or $16,843 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-30$252,735$30,278$1,009iApproximate average salary by contribution assumption: employee only about $25,232 at 4% or $16,821 at 6%; with 50% employer match about $16,821 at 4% or $11,214 at 6%; with 100% employer match about $12,616 at 4% or $8,411 at 6%.
Suburban Nortgage Company of Newmexico Profit Sharing Plan-30$241,901$30,355$1,012iApproximate average salary by contribution assumption: employee only about $25,296 at 4% or $16,864 at 6%; with 50% employer match about $16,864 at 4% or $11,243 at 6%; with 100% employer match about $12,648 at 4% or $8,432 at 6%.