Civic Intelligence

Best Mortgage Inc.

Plan context: Best Mortgage Inc. Retirement Trust

EIN 91-1370393 • Bellevue, WA • 13 filings • 1 plans

14100 SE 36th StSte 200Bellevue, WA 98006
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$450,622

2024 Contributions

$2,311

Historical Graphs

Total Assets Over Time

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

$789,443$394,722$0201220182024YearValue
$450,622Latest year 2024

Participants Over Time

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

950201220182024YearValue
3Latest 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
202413$450,622$2,311$770iApproximate average salary by contribution assumption: employee only about $19,258 at 4% or $12,839 at 6%; with 50% employer match about $12,839 at 4% or $8,559 at 6%; with 100% employer match about $9,629 at 4% or $6,419 at 6%.
Best Mortgage Inc. Retirement Trust-3$450,622$2,311$770iApproximate average salary by contribution assumption: employee only about $19,258 at 4% or $12,839 at 6%; with 50% employer match about $12,839 at 4% or $8,559 at 6%; with 100% employer match about $9,629 at 4% or $6,419 at 6%.
202313$644,415$23,339$7,780iApproximate average salary by contribution assumption: employee only about $194,492 at 4% or $129,661 at 6%; with 50% employer match about $129,661 at 4% or $86,441 at 6%; with 100% employer match about $97,246 at 4% or $64,831 at 6%.
Best Mortgage Inc. Retirement Trust-3$644,415$23,339$7,780iApproximate average salary by contribution assumption: employee only about $194,492 at 4% or $129,661 at 6%; with 50% employer match about $129,661 at 4% or $86,441 at 6%; with 100% employer match about $97,246 at 4% or $64,831 at 6%.
202216$619,499$80,922$13,487iApproximate average salary by contribution assumption: employee only about $337,175 at 4% or $224,783 at 6%; with 50% employer match about $224,783 at 4% or $149,856 at 6%; with 100% employer match about $168,588 at 4% or $112,392 at 6%.
Best Mortgage Inc. Retirement Trust-6$619,499$80,922$13,487iApproximate average salary by contribution assumption: employee only about $337,175 at 4% or $224,783 at 6%; with 50% employer match about $224,783 at 4% or $149,856 at 6%; with 100% employer match about $168,588 at 4% or $112,392 at 6%.
202115$789,443$81,455$16,291iApproximate average salary by contribution assumption: employee only about $407,275 at 4% or $271,517 at 6%; with 50% employer match about $271,517 at 4% or $181,011 at 6%; with 100% employer match about $203,638 at 4% or $135,758 at 6%.
Best Mortgage Inc. Retirement Trust-5$789,443$81,455$16,291iApproximate average salary by contribution assumption: employee only about $407,275 at 4% or $271,517 at 6%; with 50% employer match about $271,517 at 4% or $181,011 at 6%; with 100% employer match about $203,638 at 4% or $135,758 at 6%.
202015$701,844$61,461$12,292iApproximate average salary by contribution assumption: employee only about $307,305 at 4% or $204,870 at 6%; with 50% employer match about $204,870 at 4% or $136,580 at 6%; with 100% employer match about $153,653 at 4% or $102,435 at 6%.
Best Mortgage Inc. Retirement Trust-5$701,844$61,461$12,292iApproximate average salary by contribution assumption: employee only about $307,305 at 4% or $204,870 at 6%; with 50% employer match about $204,870 at 4% or $136,580 at 6%; with 100% employer match about $153,653 at 4% or $102,435 at 6%.
201915$637,157$62,354$12,471iApproximate average salary by contribution assumption: employee only about $311,770 at 4% or $207,847 at 6%; with 50% employer match about $207,847 at 4% or $138,564 at 6%; with 100% employer match about $155,885 at 4% or $103,923 at 6%.
Best Mortgage Inc. Retirement Trust-5$637,157$62,354$12,471iApproximate average salary by contribution assumption: employee only about $311,770 at 4% or $207,847 at 6%; with 50% employer match about $207,847 at 4% or $138,564 at 6%; with 100% employer match about $155,885 at 4% or $103,923 at 6%.
201816$333,950$65,376$10,896iApproximate average salary by contribution assumption: employee only about $272,400 at 4% or $181,600 at 6%; with 50% employer match about $181,600 at 4% or $121,067 at 6%; with 100% employer match about $136,200 at 4% or $90,800 at 6%.
Best Mortgage Inc. Retirement Trust-6$333,950$65,376$10,896iApproximate average salary by contribution assumption: employee only about $272,400 at 4% or $181,600 at 6%; with 50% employer match about $181,600 at 4% or $121,067 at 6%; with 100% employer match about $136,200 at 4% or $90,800 at 6%.
201719$377,077$65,148$7,239iApproximate average salary by contribution assumption: employee only about $180,967 at 4% or $120,644 at 6%; with 50% employer match about $120,644 at 4% or $80,430 at 6%; with 100% employer match about $90,483 at 4% or $60,322 at 6%.
Best Mortgage Inc. Retirement Trust-9$377,077$65,148$7,239iApproximate average salary by contribution assumption: employee only about $180,967 at 4% or $120,644 at 6%; with 50% employer match about $120,644 at 4% or $80,430 at 6%; with 100% employer match about $90,483 at 4% or $60,322 at 6%.
201619$208,963$61,763$6,863iApproximate average salary by contribution assumption: employee only about $171,564 at 4% or $114,376 at 6%; with 50% employer match about $114,376 at 4% or $76,251 at 6%; with 100% employer match about $85,782 at 4% or $57,188 at 6%.
Best Mortgage Inc. Retirement Trust-9$208,963$61,763$6,863iApproximate average salary by contribution assumption: employee only about $171,564 at 4% or $114,376 at 6%; with 50% employer match about $114,376 at 4% or $76,251 at 6%; with 100% employer match about $85,782 at 4% or $57,188 at 6%.
201515$162,522$78,027$15,605iApproximate average salary by contribution assumption: employee only about $390,135 at 4% or $260,090 at 6%; with 50% employer match about $260,090 at 4% or $173,393 at 6%; with 100% employer match about $195,068 at 4% or $130,045 at 6%.
Best Mortgage Inc. Retirement Trust-5$162,522$78,027$15,605iApproximate average salary by contribution assumption: employee only about $390,135 at 4% or $260,090 at 6%; with 50% employer match about $260,090 at 4% or $173,393 at 6%; with 100% employer match about $195,068 at 4% or $130,045 at 6%.
201415$111,435$65,347$13,069iApproximate average salary by contribution assumption: employee only about $326,735 at 4% or $217,823 at 6%; with 50% employer match about $217,823 at 4% or $145,216 at 6%; with 100% employer match about $163,368 at 4% or $108,912 at 6%.
Best Mortgage Inc. Retirement Trust-5$111,435$65,347$13,069iApproximate average salary by contribution assumption: employee only about $326,735 at 4% or $217,823 at 6%; with 50% employer match about $217,823 at 4% or $145,216 at 6%; with 100% employer match about $163,368 at 4% or $108,912 at 6%.
201315$186,763$116,174$23,235iApproximate average salary by contribution assumption: employee only about $580,870 at 4% or $387,247 at 6%; with 50% employer match about $387,247 at 4% or $258,164 at 6%; with 100% employer match about $290,435 at 4% or $193,623 at 6%.
Best Mortgage Inc. Retirement Trust-5$186,763$116,174$23,235iApproximate average salary by contribution assumption: employee only about $580,870 at 4% or $387,247 at 6%; with 50% employer match about $387,247 at 4% or $258,164 at 6%; with 100% employer match about $290,435 at 4% or $193,623 at 6%.
201216$64,680$72,220$12,037iApproximate average salary by contribution assumption: employee only about $300,917 at 4% or $200,611 at 6%; with 50% employer match about $200,611 at 4% or $133,741 at 6%; with 100% employer match about $150,458 at 4% or $100,306 at 6%.
Best Mortgage Inc. Retirement Trust-6$64,680$72,220$12,037iApproximate average salary by contribution assumption: employee only about $300,917 at 4% or $200,611 at 6%; with 50% employer match about $200,611 at 4% or $133,741 at 6%; with 100% employer match about $150,458 at 4% or $100,306 at 6%.