Civic Intelligence

Overlake Mortgage

Plan context: Overlake Mortgage 401K Plan

EIN 91-1607265 • 2 filings • 1 plans

Current Snapshot

Latest Year

2000

2000 Participants

45

2000 Assets

$245,679

2000 Contributions

$7,423

Historical Graphs

Total Assets Over Time

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

$245,679$122,840$01999YearValue
$245,679Latest year 1999

Participants Over Time

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

452301999YearValue
45Latest year 1999

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
200010$0$7,423-
Overlake Mortgage 401K Plan-0-$7,423-
1999145$245,679$111,223$2,472iApproximate average salary by contribution assumption: employee only about $61,791 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,462 at 6%; with 100% employer match about $30,895 at 4% or $20,597 at 6%.
Overlake Mortgage 401K Plan-45$245,679$111,223$2,472iApproximate average salary by contribution assumption: employee only about $61,791 at 4% or $41,194 at 6%; with 50% employer match about $41,194 at 4% or $27,462 at 6%; with 100% employer match about $30,895 at 4% or $20,597 at 6%.