Civic Intelligence

INTEREST MORTGAGE LLC

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

EIN 85-4349801 • Fort Mill, SC • 5 filings • 1 plans

9726 Old Bailes Rd Ste 301Fort Mill, SC 29707-7882
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$103,954

2025 Contributions

$52,193

Historical Graphs

Total Assets Over Time

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

$572,644$286,322$0202120232025YearValue
$103,954Latest year 2025

Participants Over Time

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

58290202120232025YearValue
7Latest 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
202517$103,954$0-
INTEREST MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST-7$103,954$0-
2024111$389,845$0-
INTEREST MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST-11$389,845$0-
2023112$369,516$52,193$4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,368 at 4% or $36,245 at 6%.
INTEREST MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST-12$369,516$52,193$4,349iApproximate average salary by contribution assumption: employee only about $108,735 at 4% or $72,490 at 6%; with 50% employer match about $72,490 at 4% or $48,327 at 6%; with 100% employer match about $54,368 at 4% or $36,245 at 6%.
2022158$572,644$409,925$7,068iApproximate average salary by contribution assumption: employee only about $176,692 at 4% or $117,795 at 6%; with 50% employer match about $117,795 at 4% or $78,530 at 6%; with 100% employer match about $88,346 at 4% or $58,897 at 6%.
INTEREST MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST-58$572,644$409,925$7,068iApproximate average salary by contribution assumption: employee only about $176,692 at 4% or $117,795 at 6%; with 50% employer match about $117,795 at 4% or $78,530 at 6%; with 100% employer match about $88,346 at 4% or $58,897 at 6%.
2021135$520,782$516,832$14,767iApproximate average salary by contribution assumption: employee only about $369,166 at 4% or $246,110 at 6%; with 50% employer match about $246,110 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,055 at 6%.
INTEREST MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST-35$520,782$516,832$14,767iApproximate average salary by contribution assumption: employee only about $369,166 at 4% or $246,110 at 6%; with 50% employer match about $246,110 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,055 at 6%.