Civic Intelligence

Mortgage Trust Inc

Plan context: MORTGAGE TRUST 401(K) PLAN

EIN 93-1301081 • Portland, OR • 19 filings • 4 plans

PO Box 19267Portland, OR 97280
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$172,033

2024 Contributions

$92,556

Historical Graphs

Total Assets Over Time

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

$3,000,834$1,500,417$0200120112024YearValue
$172,033Latest year 2024

Participants Over Time

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

44220200120112024YearValue
13Latest 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
2024113$172,033$92,556$7,120iApproximate average salary by contribution assumption: employee only about $177,992 at 4% or $118,662 at 6%; with 50% employer match about $118,662 at 4% or $79,108 at 6%; with 100% employer match about $88,996 at 4% or $59,331 at 6%.
MORTGAGE TRUST 401(K) PLAN-13$172,033$92,556$7,120iApproximate average salary by contribution assumption: employee only about $177,992 at 4% or $118,662 at 6%; with 50% employer match about $118,662 at 4% or $79,108 at 6%; with 100% employer match about $88,996 at 4% or $59,331 at 6%.
2023110$81,048$74,301$7,430iApproximate average salary by contribution assumption: employee only about $185,753 at 4% or $123,835 at 6%; with 50% employer match about $123,835 at 4% or $82,557 at 6%; with 100% employer match about $92,876 at 4% or $61,918 at 6%.
MORTGAGE TRUST 401(K) PLAN-10$81,048$74,301$7,430iApproximate average salary by contribution assumption: employee only about $185,753 at 4% or $123,835 at 6%; with 50% employer match about $123,835 at 4% or $82,557 at 6%; with 100% employer match about $92,876 at 4% or $61,918 at 6%.
201810$0$147,888-
Mortgage Trust 401(K) Plan-0$0$147,888-
2017144$3,000,834$492,313$11,189iApproximate average salary by contribution assumption: employee only about $279,723 at 4% or $186,482 at 6%; with 50% employer match about $186,482 at 4% or $124,321 at 6%; with 100% employer match about $139,862 at 4% or $93,241 at 6%.
Mortgage Trust 401(K) Plan-44$3,000,834$492,313$11,189iApproximate average salary by contribution assumption: employee only about $279,723 at 4% or $186,482 at 6%; with 50% employer match about $186,482 at 4% or $124,321 at 6%; with 100% employer match about $139,862 at 4% or $93,241 at 6%.
2016132$2,137,239$497,868$15,558iApproximate average salary by contribution assumption: employee only about $388,959 at 4% or $259,306 at 6%; with 50% employer match about $259,306 at 4% or $172,871 at 6%; with 100% employer match about $194,480 at 4% or $129,653 at 6%.
Mortgage Trust 401(K) Plan-32$2,137,239$497,868$15,558iApproximate average salary by contribution assumption: employee only about $388,959 at 4% or $259,306 at 6%; with 50% employer match about $259,306 at 4% or $172,871 at 6%; with 100% employer match about $194,480 at 4% or $129,653 at 6%.
2015126$1,594,587$172,955$6,652iApproximate average salary by contribution assumption: employee only about $166,303 at 4% or $110,869 at 6%; with 50% employer match about $110,869 at 4% or $73,912 at 6%; with 100% employer match about $83,151 at 4% or $55,434 at 6%.
Mortgage Trust 401(K) Plan-26$1,594,587$172,955$6,652iApproximate average salary by contribution assumption: employee only about $166,303 at 4% or $110,869 at 6%; with 50% employer match about $110,869 at 4% or $73,912 at 6%; with 100% employer match about $83,151 at 4% or $55,434 at 6%.
2014123$1,512,475$132,137$5,745iApproximate average salary by contribution assumption: employee only about $143,627 at 4% or $95,751 at 6%; with 50% employer match about $95,751 at 4% or $63,834 at 6%; with 100% employer match about $71,814 at 4% or $47,876 at 6%.
Mortgage Trust 401(K) Plan-23$1,512,475$132,137$5,745iApproximate average salary by contribution assumption: employee only about $143,627 at 4% or $95,751 at 6%; with 50% employer match about $95,751 at 4% or $63,834 at 6%; with 100% employer match about $71,814 at 4% or $47,876 at 6%.
2013127$1,543,789$239,408$8,867iApproximate average salary by contribution assumption: employee only about $221,674 at 4% or $147,783 at 6%; with 50% employer match about $147,783 at 4% or $98,522 at 6%; with 100% employer match about $110,837 at 4% or $73,891 at 6%.
Mortgage Trust 401(K) Plan-27$1,543,789$239,408$8,867iApproximate average salary by contribution assumption: employee only about $221,674 at 4% or $147,783 at 6%; with 50% employer match about $147,783 at 4% or $98,522 at 6%; with 100% employer match about $110,837 at 4% or $73,891 at 6%.
2012125$1,205,521$158,453$6,338iApproximate average salary by contribution assumption: employee only about $158,453 at 4% or $105,635 at 6%; with 50% employer match about $105,635 at 4% or $70,424 at 6%; with 100% employer match about $79,227 at 4% or $52,818 at 6%.
Mortgage Trust 401(K) Plan-25$1,205,521$158,453$6,338iApproximate average salary by contribution assumption: employee only about $158,453 at 4% or $105,635 at 6%; with 50% employer match about $105,635 at 4% or $70,424 at 6%; with 100% employer match about $79,227 at 4% or $52,818 at 6%.
2011123$1,017,821$196,865$8,559iApproximate average salary by contribution assumption: employee only about $213,984 at 4% or $142,656 at 6%; with 50% employer match about $142,656 at 4% or $95,104 at 6%; with 100% employer match about $106,992 at 4% or $71,328 at 6%.
Mortgage Trust 401(K) Plan-23$1,017,821$196,865$8,559iApproximate average salary by contribution assumption: employee only about $213,984 at 4% or $142,656 at 6%; with 50% employer match about $142,656 at 4% or $95,104 at 6%; with 100% employer match about $106,992 at 4% or $71,328 at 6%.
2010128$909,639$127,426$4,551iApproximate average salary by contribution assumption: employee only about $113,773 at 4% or $75,849 at 6%; with 50% employer match about $75,849 at 4% or $50,566 at 6%; with 100% employer match about $56,887 at 4% or $37,924 at 6%.
Mortgage Trust 401(K) Plan-28$909,639$127,426$4,551iApproximate average salary by contribution assumption: employee only about $113,773 at 4% or $75,849 at 6%; with 50% employer match about $75,849 at 4% or $50,566 at 6%; with 100% employer match about $56,887 at 4% or $37,924 at 6%.
2009130$761,764$122,151$4,072iApproximate average salary by contribution assumption: employee only about $101,793 at 4% or $67,862 at 6%; with 50% employer match about $67,862 at 4% or $45,241 at 6%; with 100% employer match about $50,896 at 4% or $33,931 at 6%.
Mortgage Trust 401(K) Plan-30$761,764$122,151$4,072iApproximate average salary by contribution assumption: employee only about $101,793 at 4% or $67,862 at 6%; with 50% employer match about $67,862 at 4% or $45,241 at 6%; with 100% employer match about $50,896 at 4% or $33,931 at 6%.
2008133$0$0-
Mortgage Trust 401(K) Plan-33---
2006136$552,539$170,980$4,749iApproximate average salary by contribution assumption: employee only about $118,736 at 4% or $79,157 at 6%; with 50% employer match about $79,157 at 4% or $52,772 at 6%; with 100% employer match about $59,368 at 4% or $39,579 at 6%.
Mortgage Trust 401(K) Plan-36$552,539$170,980$4,749iApproximate average salary by contribution assumption: employee only about $118,736 at 4% or $79,157 at 6%; with 50% employer match about $79,157 at 4% or $52,772 at 6%; with 100% employer match about $59,368 at 4% or $39,579 at 6%.
2005118$500,385$196,027$10,890iApproximate average salary by contribution assumption: employee only about $272,260 at 4% or $181,506 at 6%; with 50% employer match about $181,506 at 4% or $121,004 at 6%; with 100% employer match about $136,130 at 4% or $90,753 at 6%.
Mortgage Trust 401(K) Plan-18$500,385$196,027$10,890iApproximate average salary by contribution assumption: employee only about $272,260 at 4% or $181,506 at 6%; with 50% employer match about $181,506 at 4% or $121,004 at 6%; with 100% employer match about $136,130 at 4% or $90,753 at 6%.
2004116$290,001$84,078$5,255iApproximate average salary by contribution assumption: employee only about $131,372 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,388 at 6%; with 100% employer match about $65,686 at 4% or $43,791 at 6%.
Mortgage Trust 401(K) Plan-16$290,001$84,078$5,255iApproximate average salary by contribution assumption: employee only about $131,372 at 4% or $87,581 at 6%; with 50% employer match about $87,581 at 4% or $58,388 at 6%; with 100% employer match about $65,686 at 4% or $43,791 at 6%.
200315$197,900$28,305$5,661iApproximate average salary by contribution assumption: employee only about $141,525 at 4% or $94,350 at 6%; with 50% employer match about $94,350 at 4% or $62,900 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%.
Mortgage Trust 401(K) Plan-5$197,900$28,305$5,661iApproximate average salary by contribution assumption: employee only about $141,525 at 4% or $94,350 at 6%; with 50% employer match about $94,350 at 4% or $62,900 at 6%; with 100% employer match about $70,763 at 4% or $47,175 at 6%.
200212$125,760$96,469$48,235iApproximate average salary by contribution assumption: employee only about $1,205,863 at 4% or $803,908 at 6%; with 50% employer match about $803,908 at 4% or $535,939 at 6%; with 100% employer match about $602,931 at 4% or $401,954 at 6%.
Mortgage Trust 401(K) Plan-2$125,760$96,469$48,235iApproximate average salary by contribution assumption: employee only about $1,205,863 at 4% or $803,908 at 6%; with 50% employer match about $803,908 at 4% or $535,939 at 6%; with 100% employer match about $602,931 at 4% or $401,954 at 6%.
200113$49,833$47,770$15,923iApproximate average salary by contribution assumption: employee only about $398,083 at 4% or $265,389 at 6%; with 50% employer match about $265,389 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,694 at 6%.
Mortgage Trust 401(K) Plan-3$49,833$47,770$15,923iApproximate average salary by contribution assumption: employee only about $398,083 at 4% or $265,389 at 6%; with 50% employer match about $265,389 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,694 at 6%.