University Mortgage Corp.
Plan context: University Mortgage 401K Profit Sharing Plan & Trust
EIN 94-2897509 • San Jose, CA • 8 filings • 3 plans
Current Snapshot
Latest Year
2009
2009 Participants
2
2009 Assets
$72,321
2009 Contributions
$5,600
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 2 | - | - | - |
| 2006 | 1 | 4 | $72,321 | $5,600 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 4 | $72,321 | $5,600 | $1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%. |
| 2005 | 1 | 4 | $60,559 | $6,075 | $1,519iApproximate average salary by contribution assumption: employee only about $37,969 at 4% or $25,313 at 6%; with 50% employer match about $25,313 at 4% or $16,875 at 6%; with 100% employer match about $18,984 at 4% or $12,656 at 6%. |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 4 | $60,559 | $6,075 | $1,519iApproximate average salary by contribution assumption: employee only about $37,969 at 4% or $25,313 at 6%; with 50% employer match about $25,313 at 4% or $16,875 at 6%; with 100% employer match about $18,984 at 4% or $12,656 at 6%. |
| 2004 | 1 | 4 | $115,878 | $10,875 | $2,719iApproximate average salary by contribution assumption: employee only about $67,969 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,208 at 6%; with 100% employer match about $33,984 at 4% or $22,656 at 6%. |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 4 | $115,878 | $10,875 | $2,719iApproximate average salary by contribution assumption: employee only about $67,969 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,208 at 6%; with 100% employer match about $33,984 at 4% or $22,656 at 6%. |
| 2003 | 1 | 3 | $94,070 | $11,761 | $3,920iApproximate average salary by contribution assumption: employee only about $98,008 at 4% or $65,339 at 6%; with 50% employer match about $65,339 at 4% or $43,559 at 6%; with 100% employer match about $49,004 at 4% or $32,669 at 6%. |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 3 | $94,070 | $11,761 | $3,920iApproximate average salary by contribution assumption: employee only about $98,008 at 4% or $65,339 at 6%; with 50% employer match about $65,339 at 4% or $43,559 at 6%; with 100% employer match about $49,004 at 4% or $32,669 at 6%. |
| 2002 | 1 | 3 | $70,052 | $18,523 | $6,174iApproximate average salary by contribution assumption: employee only about $154,358 at 4% or $102,906 at 6%; with 50% employer match about $102,906 at 4% or $68,604 at 6%; with 100% employer match about $77,179 at 4% or $51,453 at 6%. |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 3 | $70,052 | $18,523 | $6,174iApproximate average salary by contribution assumption: employee only about $154,358 at 4% or $102,906 at 6%; with 50% employer match about $102,906 at 4% or $68,604 at 6%; with 100% employer match about $77,179 at 4% or $51,453 at 6%. |
| 2001 | 1 | 4 | $71,392 | $74,200 | $18,550iApproximate average salary by contribution assumption: employee only about $463,750 at 4% or $309,167 at 6%; with 50% employer match about $309,167 at 4% or $206,111 at 6%; with 100% employer match about $231,875 at 4% or $154,583 at 6%. |
| University Mortgage 401K Profit Sharing Plan & Trust | - | 4 | $71,392 | $74,200 | $18,550iApproximate average salary by contribution assumption: employee only about $463,750 at 4% or $309,167 at 6%; with 50% employer match about $309,167 at 4% or $206,111 at 6%; with 100% employer match about $231,875 at 4% or $154,583 at 6%. |