DOVETAIL MORTGAGE LLC
Plan context: DOVETAIL MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 86-1361867 • Braintree, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$126,727
2025 Contributions
$50,106
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $126,727 | $50,106 | $8,351iApproximate average salary by contribution assumption: employee only about $208,775 at 4% or $139,183 at 6%; with 50% employer match about $139,183 at 4% or $92,789 at 6%; with 100% employer match about $104,388 at 4% or $69,592 at 6%. |
| DOVETAIL MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $126,727 | $50,106 | $8,351iApproximate average salary by contribution assumption: employee only about $208,775 at 4% or $139,183 at 6%; with 50% employer match about $139,183 at 4% or $92,789 at 6%; with 100% employer match about $104,388 at 4% or $69,592 at 6%. |
| 2024 | 1 | 4 | $129,918 | $23,670 | $5,918iApproximate average salary by contribution assumption: employee only about $147,938 at 4% or $98,625 at 6%; with 50% employer match about $98,625 at 4% or $65,750 at 6%; with 100% employer match about $73,969 at 4% or $49,313 at 6%. |
| DOVETAIL MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $129,918 | $23,670 | $5,918iApproximate average salary by contribution assumption: employee only about $147,938 at 4% or $98,625 at 6%; with 50% employer match about $98,625 at 4% or $65,750 at 6%; with 100% employer match about $73,969 at 4% or $49,313 at 6%. |
| 2023 | 1 | 3 | $92,752 | $18,398 | $6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%. |
| DOVETAIL MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $92,752 | $18,398 | $6,133iApproximate average salary by contribution assumption: employee only about $153,317 at 4% or $102,211 at 6%; with 50% employer match about $102,211 at 4% or $68,141 at 6%; with 100% employer match about $76,658 at 4% or $51,106 at 6%. |
| 2022 | 1 | 3 | $60,781 | $14,409 | $4,803iApproximate average salary by contribution assumption: employee only about $120,075 at 4% or $80,050 at 6%; with 50% employer match about $80,050 at 4% or $53,367 at 6%; with 100% employer match about $60,038 at 4% or $40,025 at 6%. |
| DOVETAIL MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $60,781 | $14,409 | $4,803iApproximate average salary by contribution assumption: employee only about $120,075 at 4% or $80,050 at 6%; with 50% employer match about $80,050 at 4% or $53,367 at 6%; with 100% employer match about $60,038 at 4% or $40,025 at 6%. |
| 2021 | 1 | 3 | $60,635 | $58,586 | $19,529iApproximate average salary by contribution assumption: employee only about $488,217 at 4% or $325,478 at 6%; with 50% employer match about $325,478 at 4% or $216,985 at 6%; with 100% employer match about $244,108 at 4% or $162,739 at 6%. |
| DOVETAIL MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $60,635 | $58,586 | $19,529iApproximate average salary by contribution assumption: employee only about $488,217 at 4% or $325,478 at 6%; with 50% employer match about $325,478 at 4% or $216,985 at 6%; with 100% employer match about $244,108 at 4% or $162,739 at 6%. |