Mortgage Funding
Plan context: Mortgage Funding 401(K) Profit Sharing Plan
EIN 95-2741115 • Santa Barbara, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,301,607
2024 Contributions
$353,458
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $2,301,607 | $353,458 | $117,819iApproximate average salary by contribution assumption: employee only about $2,945,483 at 4% or $1,963,656 at 6%; with 50% employer match about $1,963,656 at 4% or $1,309,104 at 6%; with 100% employer match about $1,472,742 at 4% or $981,828 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 3 | $2,301,607 | $353,458 | $117,819iApproximate average salary by contribution assumption: employee only about $2,945,483 at 4% or $1,963,656 at 6%; with 50% employer match about $1,963,656 at 4% or $1,309,104 at 6%; with 100% employer match about $1,472,742 at 4% or $981,828 at 6%. |
| 2023 | 1 | 4 | $2,195,453 | $14 | $4iApproximate average salary by contribution assumption: employee only about $88 at 4% or $58 at 6%; with 50% employer match about $58 at 4% or $39 at 6%; with 100% employer match about $44 at 4% or $29 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 4 | $2,195,453 | $14 | $4iApproximate average salary by contribution assumption: employee only about $88 at 4% or $58 at 6%; with 50% employer match about $58 at 4% or $39 at 6%; with 100% employer match about $44 at 4% or $29 at 6%. |
| 2022 | 1 | 4 | $1,977,507 | $0 | - |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 4 | $1,977,507 | $0 | - |
| 2021 | 1 | 5 | $2,623,677 | $675 | $135iApproximate average salary by contribution assumption: employee only about $3,375 at 4% or $2,250 at 6%; with 50% employer match about $2,250 at 4% or $1,500 at 6%; with 100% employer match about $1,688 at 4% or $1,125 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 5 | $2,623,677 | $675 | $135iApproximate average salary by contribution assumption: employee only about $3,375 at 4% or $2,250 at 6%; with 50% employer match about $2,250 at 4% or $1,500 at 6%; with 100% employer match about $1,688 at 4% or $1,125 at 6%. |
| 2020 | 1 | 5 | $2,350,881 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 5 | $2,350,881 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| 2019 | 1 | 5 | $2,106,256 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 5 | $2,106,256 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| 2018 | 1 | 5 | $1,810,225 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 5 | $1,810,225 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| 2017 | 1 | 4 | $2,017,025 | $24,772 | $6,193iApproximate average salary by contribution assumption: employee only about $154,825 at 4% or $103,217 at 6%; with 50% employer match about $103,217 at 4% or $68,811 at 6%; with 100% employer match about $77,413 at 4% or $51,608 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 4 | $2,017,025 | $24,772 | $6,193iApproximate average salary by contribution assumption: employee only about $154,825 at 4% or $103,217 at 6%; with 50% employer match about $103,217 at 4% or $68,811 at 6%; with 100% employer match about $77,413 at 4% or $51,608 at 6%. |
| 2016 | 1 | 6 | $2,096,350 | $2,784 | $464iApproximate average salary by contribution assumption: employee only about $11,600 at 4% or $7,733 at 6%; with 50% employer match about $7,733 at 4% or $5,156 at 6%; with 100% employer match about $5,800 at 4% or $3,867 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 6 | $2,096,350 | $2,784 | $464iApproximate average salary by contribution assumption: employee only about $11,600 at 4% or $7,733 at 6%; with 50% employer match about $7,733 at 4% or $5,156 at 6%; with 100% employer match about $5,800 at 4% or $3,867 at 6%. |
| 2015 | 1 | 6 | $1,934,463 | $371,750 | $61,958iApproximate average salary by contribution assumption: employee only about $1,548,958 at 4% or $1,032,639 at 6%; with 50% employer match about $1,032,639 at 4% or $688,426 at 6%; with 100% employer match about $774,479 at 4% or $516,319 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 6 | $1,934,463 | $371,750 | $61,958iApproximate average salary by contribution assumption: employee only about $1,548,958 at 4% or $1,032,639 at 6%; with 50% employer match about $1,032,639 at 4% or $688,426 at 6%; with 100% employer match about $774,479 at 4% or $516,319 at 6%. |
| 2014 | 1 | 6 | $2,030,251 | $1,832 | $305iApproximate average salary by contribution assumption: employee only about $7,633 at 4% or $5,089 at 6%; with 50% employer match about $5,089 at 4% or $3,393 at 6%; with 100% employer match about $3,817 at 4% or $2,544 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 6 | $2,030,251 | $1,832 | $305iApproximate average salary by contribution assumption: employee only about $7,633 at 4% or $5,089 at 6%; with 50% employer match about $5,089 at 4% or $3,393 at 6%; with 100% employer match about $3,817 at 4% or $2,544 at 6%. |
| 2013 | 1 | 6 | $2,021,743 | $552 | $92iApproximate average salary by contribution assumption: employee only about $2,300 at 4% or $1,533 at 6%; with 50% employer match about $1,533 at 4% or $1,022 at 6%; with 100% employer match about $1,150 at 4% or $767 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 6 | $2,021,743 | $552 | $92iApproximate average salary by contribution assumption: employee only about $2,300 at 4% or $1,533 at 6%; with 50% employer match about $1,533 at 4% or $1,022 at 6%; with 100% employer match about $1,150 at 4% or $767 at 6%. |
| 2012 | 1 | 6 | $1,769,058 | $552 | $92iApproximate average salary by contribution assumption: employee only about $2,300 at 4% or $1,533 at 6%; with 50% employer match about $1,533 at 4% or $1,022 at 6%; with 100% employer match about $1,150 at 4% or $767 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 6 | $1,769,058 | $552 | $92iApproximate average salary by contribution assumption: employee only about $2,300 at 4% or $1,533 at 6%; with 50% employer match about $1,533 at 4% or $1,022 at 6%; with 100% employer match about $1,150 at 4% or $767 at 6%. |
| 2011 | 1 | 5 | $1,607,648 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 5 | $1,607,648 | $552 | $110iApproximate average salary by contribution assumption: employee only about $2,760 at 4% or $1,840 at 6%; with 50% employer match about $1,840 at 4% or $1,227 at 6%; with 100% employer match about $1,380 at 4% or $920 at 6%. |
| 2010 | 1 | 5 | $1,754,940 | $3,052 | $610iApproximate average salary by contribution assumption: employee only about $15,260 at 4% or $10,173 at 6%; with 50% employer match about $10,173 at 4% or $6,782 at 6%; with 100% employer match about $7,630 at 4% or $5,087 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 5 | $1,754,940 | $3,052 | $610iApproximate average salary by contribution assumption: employee only about $15,260 at 4% or $10,173 at 6%; with 50% employer match about $10,173 at 4% or $6,782 at 6%; with 100% employer match about $7,630 at 4% or $5,087 at 6%. |
| 2009 | 1 | 7 | $1,586,689 | $9,157 | $1,308iApproximate average salary by contribution assumption: employee only about $32,704 at 4% or $21,802 at 6%; with 50% employer match about $21,802 at 4% or $14,535 at 6%; with 100% employer match about $16,352 at 4% or $10,901 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 7 | $1,586,689 | $9,157 | $1,308iApproximate average salary by contribution assumption: employee only about $32,704 at 4% or $21,802 at 6%; with 50% employer match about $21,802 at 4% or $14,535 at 6%; with 100% employer match about $16,352 at 4% or $10,901 at 6%. |
| 2008 | 1 | 8 | $1,296,988 | $21,499 | $2,687iApproximate average salary by contribution assumption: employee only about $67,184 at 4% or $44,790 at 6%; with 50% employer match about $44,790 at 4% or $29,860 at 6%; with 100% employer match about $33,592 at 4% or $22,395 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 8 | $1,296,988 | $21,499 | $2,687iApproximate average salary by contribution assumption: employee only about $67,184 at 4% or $44,790 at 6%; with 50% employer match about $44,790 at 4% or $29,860 at 6%; with 100% employer match about $33,592 at 4% or $22,395 at 6%. |
| 2007 | 1 | 9 | $1,714,944 | $175,499 | $19,500iApproximate average salary by contribution assumption: employee only about $487,497 at 4% or $324,998 at 6%; with 50% employer match about $324,998 at 4% or $216,665 at 6%; with 100% employer match about $243,749 at 4% or $162,499 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 9 | $1,714,944 | $175,499 | $19,500iApproximate average salary by contribution assumption: employee only about $487,497 at 4% or $324,998 at 6%; with 50% employer match about $324,998 at 4% or $216,665 at 6%; with 100% employer match about $243,749 at 4% or $162,499 at 6%. |
| 2006 | 1 | 7 | $1,465,786 | $172,476 | $24,639iApproximate average salary by contribution assumption: employee only about $615,986 at 4% or $410,657 at 6%; with 50% employer match about $410,657 at 4% or $273,771 at 6%; with 100% employer match about $307,993 at 4% or $205,329 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 7 | $1,465,786 | $172,476 | $24,639iApproximate average salary by contribution assumption: employee only about $615,986 at 4% or $410,657 at 6%; with 50% employer match about $410,657 at 4% or $273,771 at 6%; with 100% employer match about $307,993 at 4% or $205,329 at 6%. |
| 2005 | 1 | 9 | $1,139,029 | $174,076 | $19,342iApproximate average salary by contribution assumption: employee only about $483,544 at 4% or $322,363 at 6%; with 50% employer match about $322,363 at 4% or $214,909 at 6%; with 100% employer match about $241,772 at 4% or $161,181 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 9 | $1,139,029 | $174,076 | $19,342iApproximate average salary by contribution assumption: employee only about $483,544 at 4% or $322,363 at 6%; with 50% employer match about $322,363 at 4% or $214,909 at 6%; with 100% employer match about $241,772 at 4% or $161,181 at 6%. |
| 2004 | 1 | 8 | $970,014 | $164,866 | $20,608iApproximate average salary by contribution assumption: employee only about $515,206 at 4% or $343,471 at 6%; with 50% employer match about $343,471 at 4% or $228,981 at 6%; with 100% employer match about $257,603 at 4% or $171,735 at 6%. |
| Mortgage Funding 401(K) Profit Sharing Plan | - | 8 | $970,014 | $164,866 | $20,608iApproximate average salary by contribution assumption: employee only about $515,206 at 4% or $343,471 at 6%; with 50% employer match about $343,471 at 4% or $228,981 at 6%; with 100% employer match about $257,603 at 4% or $171,735 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Mortgage Funding Employee Stock Ownership Plan | - | 0 | - | - | - |
| 2002 | 1 | 6 | $487,969 | $0 | - |
| Mortgage Funding Employee Stock Ownership Plan | - | 6 | $487,969 | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Mortgage Funding Employee Stock Ownership Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $383,694 | $0 | - |
| Mortgage Funding Employee Stock Ownership Plan | - | 6 | $383,694 | - | - |
| 1999 | 1 | 6 | $332,750 | $0 | - |
| Mortgage Funding Employee Stock Ownership Plan | - | 6 | $332,750 | - | - |