Civic Intelligence

Directors Mortgage

Plan context: Directors Mortgage 401(K) Profit Sharing Plan and Trust

EIN 93-1248952 • Lake Oswego, OR • 31 filings • 7 plans

4550 SW Kruse Way, Suite 275Lake Oswego, OR 97035
Current Snapshot

Latest Year

2021

2021 Participants

250

2021 Assets

$12,344,495

2021 Contributions

$2,510,667

Historical Graphs

Total Assets Over Time

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

$12,344,495$6,172,248$0200320122021YearValue
$12,344,495Latest year 2021

Participants Over Time

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

3491750200120112021YearValue
250Latest year 2021

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
20211250$12,344,495$2,510,667$10,043iApproximate average salary by contribution assumption: employee only about $251,067 at 4% or $167,378 at 6%; with 50% employer match about $167,378 at 4% or $111,585 at 6%; with 100% employer match about $125,533 at 4% or $83,689 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-250$12,344,495$2,510,667$10,043iApproximate average salary by contribution assumption: employee only about $251,067 at 4% or $167,378 at 6%; with 50% employer match about $167,378 at 4% or $111,585 at 6%; with 100% employer match about $125,533 at 4% or $83,689 at 6%.
20202204$9,106,545$1,752,995$8,593iApproximate average salary by contribution assumption: employee only about $214,828 at 4% or $143,219 at 6%; with 50% employer match about $143,219 at 4% or $95,479 at 6%; with 100% employer match about $107,414 at 4% or $71,609 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-178$9,106,545$1,752,995$9,848iApproximate average salary by contribution assumption: employee only about $246,207 at 4% or $164,138 at 6%; with 50% employer match about $164,138 at 4% or $109,425 at 6%; with 100% employer match about $123,104 at 4% or $82,069 at 6%.
Directors Mortgage-204---
20192163$6,843,841$1,105,428$6,782iApproximate average salary by contribution assumption: employee only about $169,544 at 4% or $113,029 at 6%; with 50% employer match about $113,029 at 4% or $75,353 at 6%; with 100% employer match about $84,772 at 4% or $56,515 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-163$6,843,841$1,105,428$6,782iApproximate average salary by contribution assumption: employee only about $169,544 at 4% or $113,029 at 6%; with 50% employer match about $113,029 at 4% or $75,353 at 6%; with 100% employer match about $84,772 at 4% or $56,515 at 6%.
Directors Mortgage-147---
20182180$6,013,256$1,422,194$7,901iApproximate average salary by contribution assumption: employee only about $197,527 at 4% or $131,685 at 6%; with 50% employer match about $131,685 at 4% or $87,790 at 6%; with 100% employer match about $98,763 at 4% or $65,842 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-180$6,013,256$1,422,194$7,901iApproximate average salary by contribution assumption: employee only about $197,527 at 4% or $131,685 at 6%; with 50% employer match about $131,685 at 4% or $87,790 at 6%; with 100% employer match about $98,763 at 4% or $65,842 at 6%.
Directors Mortgage-120---
20172201$6,184,466$1,428,725$7,108iApproximate average salary by contribution assumption: employee only about $177,702 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,979 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-201$6,184,466$1,428,725$7,108iApproximate average salary by contribution assumption: employee only about $177,702 at 4% or $118,468 at 6%; with 50% employer match about $118,468 at 4% or $78,979 at 6%; with 100% employer match about $88,851 at 4% or $59,234 at 6%.
Directors Mortgage-162---
20162213$4,212,439$1,396,603$6,557iApproximate average salary by contribution assumption: employee only about $163,921 at 4% or $109,280 at 6%; with 50% employer match about $109,280 at 4% or $72,854 at 6%; with 100% employer match about $81,960 at 4% or $54,640 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-208$4,212,439$1,396,603$6,714iApproximate average salary by contribution assumption: employee only about $167,861 at 4% or $111,907 at 6%; with 50% employer match about $111,907 at 4% or $74,605 at 6%; with 100% employer match about $83,930 at 4% or $55,954 at 6%.
Directors Mortgage-213---
20152139$2,998,415$818,814$5,891iApproximate average salary by contribution assumption: employee only about $147,269 at 4% or $98,179 at 6%; with 50% employer match about $98,179 at 4% or $65,453 at 6%; with 100% employer match about $73,634 at 4% or $49,090 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-134$2,998,415$818,814$6,111iApproximate average salary by contribution assumption: employee only about $152,764 at 4% or $101,843 at 6%; with 50% employer match about $101,843 at 4% or $67,895 at 6%; with 100% employer match about $76,382 at 4% or $50,921 at 6%.
Directors Mortgage-139---
20142130$2,274,871$669,239$5,148iApproximate average salary by contribution assumption: employee only about $128,700 at 4% or $85,800 at 6%; with 50% employer match about $85,800 at 4% or $57,200 at 6%; with 100% employer match about $64,350 at 4% or $42,900 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-130$2,274,871$669,239$5,148iApproximate average salary by contribution assumption: employee only about $128,700 at 4% or $85,800 at 6%; with 50% employer match about $85,800 at 4% or $57,200 at 6%; with 100% employer match about $64,350 at 4% or $42,900 at 6%.
Directors Mortgage-108---
20132318$1,533,629$600,070$1,887iApproximate average salary by contribution assumption: employee only about $47,175 at 4% or $31,450 at 6%; with 50% employer match about $31,450 at 4% or $20,967 at 6%; with 100% employer match about $23,588 at 4% or $15,725 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-137$1,533,629$600,070$4,380iApproximate average salary by contribution assumption: employee only about $109,502 at 4% or $73,001 at 6%; with 50% employer match about $73,001 at 4% or $48,667 at 6%; with 100% employer match about $54,751 at 4% or $36,501 at 6%.
Directors Mortgage-318---
20122349$802,717$242,921$696iApproximate average salary by contribution assumption: employee only about $17,401 at 4% or $11,601 at 6%; with 50% employer match about $11,601 at 4% or $7,734 at 6%; with 100% employer match about $8,701 at 4% or $5,800 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-56$802,717$242,921$4,338iApproximate average salary by contribution assumption: employee only about $108,447 at 4% or $72,298 at 6%; with 50% employer match about $72,298 at 4% or $48,199 at 6%; with 100% employer match about $54,223 at 4% or $36,149 at 6%.
Directors Mortgage-349---
20112121$603,104$156,646$1,295iApproximate average salary by contribution assumption: employee only about $32,365 at 4% or $21,577 at 6%; with 50% employer match about $21,577 at 4% or $14,384 at 6%; with 100% employer match about $16,182 at 4% or $10,788 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-57$603,104$156,646$2,748iApproximate average salary by contribution assumption: employee only about $68,704 at 4% or $45,803 at 6%; with 50% employer match about $45,803 at 4% or $30,535 at 6%; with 100% employer match about $34,352 at 4% or $22,901 at 6%.
Directors Mortgage-121---
2010157$485,261$139,554$2,448iApproximate average salary by contribution assumption: employee only about $61,208 at 4% or $40,805 at 6%; with 50% employer match about $40,805 at 4% or $27,204 at 6%; with 100% employer match about $30,604 at 4% or $20,403 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-57$485,261$139,554$2,448iApproximate average salary by contribution assumption: employee only about $61,208 at 4% or $40,805 at 6%; with 50% employer match about $40,805 at 4% or $27,204 at 6%; with 100% employer match about $30,604 at 4% or $20,403 at 6%.
2009153$342,011$99,275$1,873iApproximate average salary by contribution assumption: employee only about $46,828 at 4% or $31,219 at 6%; with 50% employer match about $31,219 at 4% or $20,812 at 6%; with 100% employer match about $23,414 at 4% or $15,609 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-53$342,011$99,275$1,873iApproximate average salary by contribution assumption: employee only about $46,828 at 4% or $31,219 at 6%; with 50% employer match about $31,219 at 4% or $20,812 at 6%; with 100% employer match about $23,414 at 4% or $15,609 at 6%.
2008138$202,434$71,496$1,881iApproximate average salary by contribution assumption: employee only about $47,037 at 4% or $31,358 at 6%; with 50% employer match about $31,358 at 4% or $20,905 at 6%; with 100% employer match about $23,518 at 4% or $15,679 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-38$202,434$71,496$1,881iApproximate average salary by contribution assumption: employee only about $47,037 at 4% or $31,358 at 6%; with 50% employer match about $31,358 at 4% or $20,905 at 6%; with 100% employer match about $23,518 at 4% or $15,679 at 6%.
2007130$302,064$71,546$2,385iApproximate average salary by contribution assumption: employee only about $59,622 at 4% or $39,748 at 6%; with 50% employer match about $39,748 at 4% or $26,499 at 6%; with 100% employer match about $29,811 at 4% or $19,874 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-30$302,064$71,546$2,385iApproximate average salary by contribution assumption: employee only about $59,622 at 4% or $39,748 at 6%; with 50% employer match about $39,748 at 4% or $26,499 at 6%; with 100% employer match about $29,811 at 4% or $19,874 at 6%.
2006121$231,578$79,062$3,765iApproximate average salary by contribution assumption: employee only about $94,121 at 4% or $62,748 at 6%; with 50% employer match about $62,748 at 4% or $41,832 at 6%; with 100% employer match about $47,061 at 4% or $31,374 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-21$231,578$79,062$3,765iApproximate average salary by contribution assumption: employee only about $94,121 at 4% or $62,748 at 6%; with 50% employer match about $62,748 at 4% or $41,832 at 6%; with 100% employer match about $47,061 at 4% or $31,374 at 6%.
2005122$133,464$63,596$2,891iApproximate average salary by contribution assumption: employee only about $72,268 at 4% or $48,179 at 6%; with 50% employer match about $48,179 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-22$133,464$63,596$2,891iApproximate average salary by contribution assumption: employee only about $72,268 at 4% or $48,179 at 6%; with 50% employer match about $48,179 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
2004119$91,501$36,048$1,897iApproximate average salary by contribution assumption: employee only about $47,432 at 4% or $31,621 at 6%; with 50% employer match about $31,621 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-19$91,501$36,048$1,897iApproximate average salary by contribution assumption: employee only about $47,432 at 4% or $31,621 at 6%; with 50% employer match about $31,621 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
2003120$59,707$27,525$1,376iApproximate average salary by contribution assumption: employee only about $34,406 at 4% or $22,938 at 6%; with 50% employer match about $22,938 at 4% or $15,292 at 6%; with 100% employer match about $17,203 at 4% or $11,469 at 6%.
Directors Mortgage 401(K) Profit Sharing Plan and Trust-20$59,707$27,525$1,376iApproximate average salary by contribution assumption: employee only about $34,406 at 4% or $22,938 at 6%; with 50% employer match about $22,938 at 4% or $15,292 at 6%; with 100% employer match about $17,203 at 4% or $11,469 at 6%.
2002123$0$0-
Directors Mortgage 401(K) Profit Sharing Plan and Trust-23---
2001124$0$0-
Directors Mortgage 401(K) Profit Sharing Plan and Trust-24---
Directors Mortgage | EIN 93-1248952 | 2021 Form 5500 Company Profile