Civic Intelligence

ALL WESTERN MORTGAGE, INC

Plan context: All Western Mortgage 401(K) Profit Sharing Plan & Trust

EIN 88-0209429 • 18 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

330

2024 Assets

$9,140,034

2024 Contributions

$1,784,449

Historical Graphs

Total Assets Over Time

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

$9,140,034$4,570,017$0201220182024YearValue
$9,140,034Latest year 2024

Participants Over Time

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

3741870201220182024YearValue
330Latest year 2024

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
20241330$9,140,034$1,784,449$5,407iApproximate average salary by contribution assumption: employee only about $135,186 at 4% or $90,124 at 6%; with 50% employer match about $90,124 at 4% or $60,082 at 6%; with 100% employer match about $67,593 at 4% or $45,062 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-330$9,140,034$1,784,449$5,407iApproximate average salary by contribution assumption: employee only about $135,186 at 4% or $90,124 at 6%; with 50% employer match about $90,124 at 4% or $60,082 at 6%; with 100% employer match about $67,593 at 4% or $45,062 at 6%.
20231293$7,580,533$1,338,500$4,568iApproximate average salary by contribution assumption: employee only about $114,206 at 4% or $76,138 at 6%; with 50% employer match about $76,138 at 4% or $50,758 at 6%; with 100% employer match about $57,103 at 4% or $38,069 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-293$7,580,533$1,338,500$4,568iApproximate average salary by contribution assumption: employee only about $114,206 at 4% or $76,138 at 6%; with 50% employer match about $76,138 at 4% or $50,758 at 6%; with 100% employer match about $57,103 at 4% or $38,069 at 6%.
20222265$6,713,453$1,503,942$5,675iApproximate average salary by contribution assumption: employee only about $141,881 at 4% or $94,588 at 6%; with 50% employer match about $94,588 at 4% or $63,058 at 6%; with 100% employer match about $70,941 at 4% or $47,294 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-265$6,713,453$1,503,942$5,675iApproximate average salary by contribution assumption: employee only about $141,881 at 4% or $94,588 at 6%; with 50% employer match about $94,588 at 4% or $63,058 at 6%; with 100% employer match about $70,941 at 4% or $47,294 at 6%.
All Western Mortgage Welfare Benefits Plan-259---
20212240$7,963,118$1,716,731$7,153iApproximate average salary by contribution assumption: employee only about $178,826 at 4% or $119,217 at 6%; with 50% employer match about $119,217 at 4% or $79,478 at 6%; with 100% employer match about $89,413 at 4% or $59,609 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-240$7,963,118$1,716,731$7,153iApproximate average salary by contribution assumption: employee only about $178,826 at 4% or $119,217 at 6%; with 50% employer match about $119,217 at 4% or $79,478 at 6%; with 100% employer match about $89,413 at 4% or $59,609 at 6%.
All Western Mortgage Welfare Benefits Plan-192---
20202289$5,967,417$1,326,546$4,590iApproximate average salary by contribution assumption: employee only about $114,753 at 4% or $76,502 at 6%; with 50% employer match about $76,502 at 4% or $51,001 at 6%; with 100% employer match about $57,377 at 4% or $38,251 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-239$5,967,417$1,326,546$5,550iApproximate average salary by contribution assumption: employee only about $138,760 at 4% or $92,507 at 6%; with 50% employer match about $92,507 at 4% or $61,671 at 6%; with 100% employer match about $69,380 at 4% or $46,253 at 6%.
All Western Mortgage Welfare Benefits Plan-289---
20191205$4,312,259$1,080,814$5,272iApproximate average salary by contribution assumption: employee only about $131,807 at 4% or $87,871 at 6%; with 50% employer match about $87,871 at 4% or $58,581 at 6%; with 100% employer match about $65,903 at 4% or $43,936 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-205$4,312,259$1,080,814$5,272iApproximate average salary by contribution assumption: employee only about $131,807 at 4% or $87,871 at 6%; with 50% employer match about $87,871 at 4% or $58,581 at 6%; with 100% employer match about $65,903 at 4% or $43,936 at 6%.
20181194$2,804,143$924,106$4,763iApproximate average salary by contribution assumption: employee only about $119,086 at 4% or $79,391 at 6%; with 50% employer match about $79,391 at 4% or $52,927 at 6%; with 100% employer match about $59,543 at 4% or $39,695 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-194$2,804,143$924,106$4,763iApproximate average salary by contribution assumption: employee only about $119,086 at 4% or $79,391 at 6%; with 50% employer match about $79,391 at 4% or $52,927 at 6%; with 100% employer match about $59,543 at 4% or $39,695 at 6%.
20172205$2,535,990$738,416$3,602iApproximate average salary by contribution assumption: employee only about $90,051 at 4% or $60,034 at 6%; with 50% employer match about $60,034 at 4% or $40,023 at 6%; with 100% employer match about $45,025 at 4% or $30,017 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-205$2,535,990$738,416$3,602iApproximate average salary by contribution assumption: employee only about $90,051 at 4% or $60,034 at 6%; with 50% employer match about $60,034 at 4% or $40,023 at 6%; with 100% employer match about $45,025 at 4% or $30,017 at 6%.
All Western Mortgage Welfare Benefits Plan-129---
20162229$1,626,122$608,109$2,655iApproximate average salary by contribution assumption: employee only about $66,387 at 4% or $44,258 at 6%; with 50% employer match about $44,258 at 4% or $29,506 at 6%; with 100% employer match about $33,194 at 4% or $22,129 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-229$1,626,122$608,109$2,655iApproximate average salary by contribution assumption: employee only about $66,387 at 4% or $44,258 at 6%; with 50% employer match about $44,258 at 4% or $29,506 at 6%; with 100% employer match about $33,194 at 4% or $22,129 at 6%.
All Western Mortgage Welfare Benefits Plan-145---
20151374$994,168$487,307$1,303iApproximate average salary by contribution assumption: employee only about $32,574 at 4% or $21,716 at 6%; with 50% employer match about $21,716 at 4% or $14,477 at 6%; with 100% employer match about $16,287 at 4% or $10,858 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-374$994,168$487,307$1,303iApproximate average salary by contribution assumption: employee only about $32,574 at 4% or $21,716 at 6%; with 50% employer match about $21,716 at 4% or $14,477 at 6%; with 100% employer match about $16,287 at 4% or $10,858 at 6%.
20141346$586,659$269,785$780iApproximate average salary by contribution assumption: employee only about $19,493 at 4% or $12,995 at 6%; with 50% employer match about $12,995 at 4% or $8,664 at 6%; with 100% employer match about $9,747 at 4% or $6,498 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-346$586,659$269,785$780iApproximate average salary by contribution assumption: employee only about $19,493 at 4% or $12,995 at 6%; with 50% employer match about $12,995 at 4% or $8,664 at 6%; with 100% employer match about $9,747 at 4% or $6,498 at 6%.
20131273$364,745$224,662$823iApproximate average salary by contribution assumption: employee only about $20,573 at 4% or $13,716 at 6%; with 50% employer match about $13,716 at 4% or $9,144 at 6%; with 100% employer match about $10,287 at 4% or $6,858 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-273$364,745$224,662$823iApproximate average salary by contribution assumption: employee only about $20,573 at 4% or $13,716 at 6%; with 50% employer match about $13,716 at 4% or $9,144 at 6%; with 100% employer match about $10,287 at 4% or $6,858 at 6%.
20121229$101,501$101,150$442iApproximate average salary by contribution assumption: employee only about $11,043 at 4% or $7,362 at 6%; with 50% employer match about $7,362 at 4% or $4,908 at 6%; with 100% employer match about $5,521 at 4% or $3,681 at 6%.
All Western Mortgage 401(K) Profit Sharing Plan & Trust-229$101,501$101,150$442iApproximate average salary by contribution assumption: employee only about $11,043 at 4% or $7,362 at 6%; with 50% employer match about $7,362 at 4% or $4,908 at 6%; with 100% employer match about $5,521 at 4% or $3,681 at 6%.