Civic Intelligence

COLE MORTGAGE INC

Plan context: COLE MORTGAGE INC 401(K) PLAN

EIN 85-1978282 • Roseville, CA • 4 filings • 1 plans

2998 Douglas Blvd St 320Roseville, CA 95661
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$12,470

2025 Contributions

$1,600

Historical Graphs

Total Assets Over Time

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

$56,886$28,443$0202220242025YearValue
$12,470Latest year 2025

Participants Over Time

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

420202220242025YearValue
1Latest 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
202511$12,470$1,600$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.
COLE MORTGAGE INC 401(K) PLAN-1$12,470$1,600$1,600iApproximate average salary by contribution assumption: employee only about $40,000 at 4% or $26,667 at 6%; with 50% employer match about $26,667 at 4% or $17,778 at 6%; with 100% employer match about $20,000 at 4% or $13,333 at 6%.
202411$9,217$2,385$2,385iApproximate average salary by contribution assumption: employee only about $59,625 at 4% or $39,750 at 6%; with 50% employer match about $39,750 at 4% or $26,500 at 6%; with 100% employer match about $29,813 at 4% or $19,875 at 6%.
COLE MORTGAGE INC 401(K) PLAN-1$9,217$2,385$2,385iApproximate average salary by contribution assumption: employee only about $59,625 at 4% or $39,750 at 6%; with 50% employer match about $39,750 at 4% or $26,500 at 6%; with 100% employer match about $29,813 at 4% or $19,875 at 6%.
202311$12,059$0-
COLE MORTGAGE INC 401(K) PLAN-1$12,059$0-
202214$56,886$61,972$15,493iApproximate average salary by contribution assumption: employee only about $387,325 at 4% or $258,217 at 6%; with 50% employer match about $258,217 at 4% or $172,144 at 6%; with 100% employer match about $193,663 at 4% or $129,108 at 6%.
COLE MORTGAGE INC 401(K) PLAN-4$56,886$61,972$15,493iApproximate average salary by contribution assumption: employee only about $387,325 at 4% or $258,217 at 6%; with 50% employer match about $258,217 at 4% or $172,144 at 6%; with 100% employer match about $193,663 at 4% or $129,108 at 6%.