Current Snapshot
Latest Year
2008
2008 Participants
1
2008 Assets
$15,756
2008 Contributions
$15,361
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $0 | - |
| First Rate Mortgage 401K Plan | - | 0 | - | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| First Rate Mortgage 401K Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $15,756 | $15,361 | $15,361iApproximate average salary by contribution assumption: employee only about $384,025 at 4% or $256,017 at 6%; with 50% employer match about $256,017 at 4% or $170,678 at 6%; with 100% employer match about $192,013 at 4% or $128,008 at 6%. |
| First Rate Mortgage 401K Plan | - | 1 | $15,756 | $15,361 | $15,361iApproximate average salary by contribution assumption: employee only about $384,025 at 4% or $256,017 at 6%; with 50% employer match about $256,017 at 4% or $170,678 at 6%; with 100% employer match about $192,013 at 4% or $128,008 at 6%. |