Civic Intelligence

PACIFIC MORTGAGE EXCHANGE INC

Plan context: PACIFIC MORTGAGE EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 95-3194188 • Palm Desert, CA • 4 filings • 1 plans

73241 Highway 111 Ste 1APalm Desert, CA 92260-3921
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$5,160

2025 Contributions

$1,990

Historical Graphs

Total Assets Over Time

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

$5,160$2,580$0202220242025YearValue
$5,160Latest year 2025

Participants Over Time

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

320202220242025YearValue
3Latest year 2025

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
202513$5,160$1,990$663iApproximate average salary by contribution assumption: employee only about $16,583 at 4% or $11,056 at 6%; with 50% employer match about $11,056 at 4% or $7,370 at 6%; with 100% employer match about $8,292 at 4% or $5,528 at 6%.
PACIFIC MORTGAGE EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST-3$5,160$1,990$663iApproximate average salary by contribution assumption: employee only about $16,583 at 4% or $11,056 at 6%; with 50% employer match about $11,056 at 4% or $7,370 at 6%; with 100% employer match about $8,292 at 4% or $5,528 at 6%.
202412$2,505$1,392$696iApproximate average salary by contribution assumption: employee only about $17,400 at 4% or $11,600 at 6%; with 50% employer match about $11,600 at 4% or $7,733 at 6%; with 100% employer match about $8,700 at 4% or $5,800 at 6%.
PACIFIC MORTGAGE EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST-2$2,505$1,392$696iApproximate average salary by contribution assumption: employee only about $17,400 at 4% or $11,600 at 6%; with 50% employer match about $11,600 at 4% or $7,733 at 6%; with 100% employer match about $8,700 at 4% or $5,800 at 6%.
202312$920$783$392iApproximate average salary by contribution assumption: employee only about $9,788 at 4% or $6,525 at 6%; with 50% employer match about $6,525 at 4% or $4,350 at 6%; with 100% employer match about $4,894 at 4% or $3,263 at 6%.
PACIFIC MORTGAGE EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST-2$920$783$392iApproximate average salary by contribution assumption: employee only about $9,788 at 4% or $6,525 at 6%; with 50% employer match about $6,525 at 4% or $4,350 at 6%; with 100% employer match about $4,894 at 4% or $3,263 at 6%.
202212$434$428$214iApproximate average salary by contribution assumption: employee only about $5,350 at 4% or $3,567 at 6%; with 50% employer match about $3,567 at 4% or $2,378 at 6%; with 100% employer match about $2,675 at 4% or $1,783 at 6%.
PACIFIC MORTGAGE EXCHANGE INC 401(K) PROFIT SHARING PLAN & TRUST-2$434$428$214iApproximate average salary by contribution assumption: employee only about $5,350 at 4% or $3,567 at 6%; with 50% employer match about $3,567 at 4% or $2,378 at 6%; with 100% employer match about $2,675 at 4% or $1,783 at 6%.