Civic Intelligence

Preferred Mortgage Alliance Corpora

Plan context: Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan

EIN 95-4539084 • Brea, CA • 32 filings • 9 plans

6 Pointe Dr Ste 300Brea, CA 92821-6323
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$13,897,643

2024 Contributions

$1,672,408

Historical Graphs

Total Assets Over Time

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

$13,897,643$6,948,822$0199920122024YearValue
$13,897,643Latest year 2024

Participants Over Time

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

5422710199920122024YearValue
131Latest 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
20242131$13,897,643$1,672,408$12,766iApproximate average salary by contribution assumption: employee only about $319,162 at 4% or $212,775 at 6%; with 50% employer match about $212,775 at 4% or $141,850 at 6%; with 100% employer match about $159,581 at 4% or $106,387 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-128$13,897,643$1,672,408$13,066iApproximate average salary by contribution assumption: employee only about $326,642 at 4% or $217,761 at 6%; with 50% employer match about $217,761 at 4% or $145,174 at 6%; with 100% employer match about $163,321 at 4% or $108,881 at 6%.
Amwest Funding Welfare Plan-131---
20232141$11,541,523$1,501,904$10,652iApproximate average salary by contribution assumption: employee only about $266,295 at 4% or $177,530 at 6%; with 50% employer match about $177,530 at 4% or $118,353 at 6%; with 100% employer match about $133,148 at 4% or $88,765 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-138$11,541,523$1,501,904$10,883iApproximate average salary by contribution assumption: employee only about $272,084 at 4% or $181,389 at 6%; with 50% employer match about $181,389 at 4% or $120,926 at 6%; with 100% employer match about $136,042 at 4% or $90,695 at 6%.
Amwest Funding Welfare Plan-141---
20221140$9,206,174$1,705,324$12,181iApproximate average salary by contribution assumption: employee only about $304,522 at 4% or $203,015 at 6%; with 50% employer match about $203,015 at 4% or $135,343 at 6%; with 100% employer match about $152,261 at 4% or $101,507 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-140$9,206,174$1,705,324$12,181iApproximate average salary by contribution assumption: employee only about $304,522 at 4% or $203,015 at 6%; with 50% employer match about $203,015 at 4% or $135,343 at 6%; with 100% employer match about $152,261 at 4% or $101,507 at 6%.
20212161$10,091,559$1,812,232$11,256iApproximate average salary by contribution assumption: employee only about $281,402 at 4% or $187,602 at 6%; with 50% employer match about $187,602 at 4% or $125,068 at 6%; with 100% employer match about $140,701 at 4% or $93,801 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-146$10,091,559$1,812,232$12,413iApproximate average salary by contribution assumption: employee only about $310,314 at 4% or $206,876 at 6%; with 50% employer match about $206,876 at 4% or $137,917 at 6%; with 100% employer match about $155,157 at 4% or $103,438 at 6%.
Amwest Funding Welfare Plan-161---
20202223$7,880,566$1,570,122$7,041iApproximate average salary by contribution assumption: employee only about $176,023 at 4% or $117,348 at 6%; with 50% employer match about $117,348 at 4% or $78,232 at 6%; with 100% employer match about $88,011 at 4% or $58,674 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-161$7,880,566$1,570,122$9,752iApproximate average salary by contribution assumption: employee only about $243,808 at 4% or $162,539 at 6%; with 50% employer match about $162,539 at 4% or $108,359 at 6%; with 100% employer match about $121,904 at 4% or $81,269 at 6%.
Amwest Funding Welfare Plan-223---
20192328$5,752,158$1,272,092$3,878iApproximate average salary by contribution assumption: employee only about $96,958 at 4% or $64,639 at 6%; with 50% employer match about $64,639 at 4% or $43,093 at 6%; with 100% employer match about $48,479 at 4% or $32,319 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-189$5,752,158$1,272,092$6,731iApproximate average salary by contribution assumption: employee only about $168,266 at 4% or $112,177 at 6%; with 50% employer match about $112,177 at 4% or $74,785 at 6%; with 100% employer match about $84,133 at 4% or $56,089 at 6%.
Amwest Funding Welfare Plan-328---
20181221$4,141,909$1,223,359$5,536iApproximate average salary by contribution assumption: employee only about $138,389 at 4% or $92,259 at 6%; with 50% employer match about $92,259 at 4% or $61,506 at 6%; with 100% employer match about $69,195 at 4% or $46,130 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-221$4,141,909$1,223,359$5,536iApproximate average salary by contribution assumption: employee only about $138,389 at 4% or $92,259 at 6%; with 50% employer match about $92,259 at 4% or $61,506 at 6%; with 100% employer match about $69,195 at 4% or $46,130 at 6%.
2017186$3,470,829$585,254$6,805iApproximate average salary by contribution assumption: employee only about $170,132 at 4% or $113,421 at 6%; with 50% employer match about $113,421 at 4% or $75,614 at 6%; with 100% employer match about $85,066 at 4% or $56,711 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-86$3,470,829$585,254$6,805iApproximate average salary by contribution assumption: employee only about $170,132 at 4% or $113,421 at 6%; with 50% employer match about $113,421 at 4% or $75,614 at 6%; with 100% employer match about $85,066 at 4% or $56,711 at 6%.
2016145$3,600,473$144,121$3,203iApproximate average salary by contribution assumption: employee only about $80,067 at 4% or $53,378 at 6%; with 50% employer match about $53,378 at 4% or $35,585 at 6%; with 100% employer match about $40,034 at 4% or $26,689 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-45$3,600,473$144,121$3,203iApproximate average salary by contribution assumption: employee only about $80,067 at 4% or $53,378 at 6%; with 50% employer match about $53,378 at 4% or $35,585 at 6%; with 100% employer match about $40,034 at 4% or $26,689 at 6%.
2015115$5,570,571$2,249,902$149,993iApproximate average salary by contribution assumption: employee only about $3,749,837 at 4% or $2,499,891 at 6%; with 50% employer match about $2,499,891 at 4% or $1,666,594 at 6%; with 100% employer match about $1,874,918 at 4% or $1,249,946 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-15$5,570,571$2,249,902$149,993iApproximate average salary by contribution assumption: employee only about $3,749,837 at 4% or $2,499,891 at 6%; with 50% employer match about $2,499,891 at 4% or $1,666,594 at 6%; with 100% employer match about $1,874,918 at 4% or $1,249,946 at 6%.
20141542$6,167,534$3,151,064$5,814iApproximate average salary by contribution assumption: employee only about $145,344 at 4% or $96,896 at 6%; with 50% employer match about $96,896 at 4% or $64,597 at 6%; with 100% employer match about $72,672 at 4% or $48,448 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-542$6,167,534$3,151,064$5,814iApproximate average salary by contribution assumption: employee only about $145,344 at 4% or $96,896 at 6%; with 50% employer match about $96,896 at 4% or $64,597 at 6%; with 100% employer match about $72,672 at 4% or $48,448 at 6%.
20132248$3,376,197$1,860,545$7,502iApproximate average salary by contribution assumption: employee only about $187,555 at 4% or $125,037 at 6%; with 50% employer match about $125,037 at 4% or $83,358 at 6%; with 100% employer match about $93,777 at 4% or $62,518 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-248$3,376,197$1,860,545$7,502iApproximate average salary by contribution assumption: employee only about $187,555 at 4% or $125,037 at 6%; with 50% employer match about $125,037 at 4% or $83,358 at 6%; with 100% employer match about $93,777 at 4% or $62,518 at 6%.
Amwest Funding Welfare Plan-192---
20122200$1,293,521$746,439$3,732iApproximate average salary by contribution assumption: employee only about $93,305 at 4% or $62,203 at 6%; with 50% employer match about $62,203 at 4% or $41,469 at 6%; with 100% employer match about $46,652 at 4% or $31,102 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-93$1,293,521$746,439$8,026iApproximate average salary by contribution assumption: employee only about $200,656 at 4% or $133,770 at 6%; with 50% employer match about $133,770 at 4% or $89,180 at 6%; with 100% employer match about $100,328 at 4% or $66,885 at 6%.
Amwest Funding Welfare Plan-200---
2011128$640,843$96,983$3,464iApproximate average salary by contribution assumption: employee only about $86,592 at 4% or $57,728 at 6%; with 50% employer match about $57,728 at 4% or $38,485 at 6%; with 100% employer match about $43,296 at 4% or $28,864 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-28$640,843$96,983$3,464iApproximate average salary by contribution assumption: employee only about $86,592 at 4% or $57,728 at 6%; with 50% employer match about $57,728 at 4% or $38,485 at 6%; with 100% employer match about $43,296 at 4% or $28,864 at 6%.
2010142$889,389$101,487$2,416iApproximate average salary by contribution assumption: employee only about $60,409 at 4% or $40,273 at 6%; with 50% employer match about $40,273 at 4% or $26,848 at 6%; with 100% employer match about $30,204 at 4% or $20,136 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-42$889,389$101,487$2,416iApproximate average salary by contribution assumption: employee only about $60,409 at 4% or $40,273 at 6%; with 50% employer match about $40,273 at 4% or $26,848 at 6%; with 100% employer match about $30,204 at 4% or $20,136 at 6%.
2009178$811,945$102,779$1,318iApproximate average salary by contribution assumption: employee only about $32,942 at 4% or $21,961 at 6%; with 50% employer match about $21,961 at 4% or $14,641 at 6%; with 100% employer match about $16,471 at 4% or $10,981 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-78$811,945$102,779$1,318iApproximate average salary by contribution assumption: employee only about $32,942 at 4% or $21,961 at 6%; with 50% employer match about $21,961 at 4% or $14,641 at 6%; with 100% employer match about $16,471 at 4% or $10,981 at 6%.
2008174$677,545$45,699$618iApproximate average salary by contribution assumption: employee only about $15,439 at 4% or $10,293 at 6%; with 50% employer match about $10,293 at 4% or $6,862 at 6%; with 100% employer match about $7,719 at 4% or $5,146 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-74$677,545$45,699$618iApproximate average salary by contribution assumption: employee only about $15,439 at 4% or $10,293 at 6%; with 50% employer match about $10,293 at 4% or $6,862 at 6%; with 100% employer match about $7,719 at 4% or $5,146 at 6%.
2007176$1,138,473$94,413$1,242iApproximate average salary by contribution assumption: employee only about $31,057 at 4% or $20,705 at 6%; with 50% employer match about $20,705 at 4% or $13,803 at 6%; with 100% employer match about $15,528 at 4% or $10,352 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-76$1,138,473$94,413$1,242iApproximate average salary by contribution assumption: employee only about $31,057 at 4% or $20,705 at 6%; with 50% employer match about $20,705 at 4% or $13,803 at 6%; with 100% employer match about $15,528 at 4% or $10,352 at 6%.
20061100$1,120,427$173,165$1,732iApproximate average salary by contribution assumption: employee only about $43,291 at 4% or $28,861 at 6%; with 50% employer match about $28,861 at 4% or $19,241 at 6%; with 100% employer match about $21,646 at 4% or $14,430 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-100$1,120,427$173,165$1,732iApproximate average salary by contribution assumption: employee only about $43,291 at 4% or $28,861 at 6%; with 50% employer match about $28,861 at 4% or $19,241 at 6%; with 100% employer match about $21,646 at 4% or $14,430 at 6%.
2004169$892,352$197,983$2,869iApproximate average salary by contribution assumption: employee only about $71,733 at 4% or $47,822 at 6%; with 50% employer match about $47,822 at 4% or $31,881 at 6%; with 100% employer match about $35,866 at 4% or $23,911 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-69$892,352$197,983$2,869iApproximate average salary by contribution assumption: employee only about $71,733 at 4% or $47,822 at 6%; with 50% employer match about $47,822 at 4% or $31,881 at 6%; with 100% employer match about $35,866 at 4% or $23,911 at 6%.
2003161$646,294$230,697$3,782iApproximate average salary by contribution assumption: employee only about $94,548 at 4% or $63,032 at 6%; with 50% employer match about $63,032 at 4% or $42,021 at 6%; with 100% employer match about $47,274 at 4% or $31,516 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-61$646,294$230,697$3,782iApproximate average salary by contribution assumption: employee only about $94,548 at 4% or $63,032 at 6%; with 50% employer match about $63,032 at 4% or $42,021 at 6%; with 100% employer match about $47,274 at 4% or $31,516 at 6%.
2002139$329,571$133,042$3,411iApproximate average salary by contribution assumption: employee only about $85,283 at 4% or $56,856 at 6%; with 50% employer match about $56,856 at 4% or $37,904 at 6%; with 100% employer match about $42,642 at 4% or $28,428 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-39$329,571$133,042$3,411iApproximate average salary by contribution assumption: employee only about $85,283 at 4% or $56,856 at 6%; with 50% employer match about $56,856 at 4% or $37,904 at 6%; with 100% employer match about $42,642 at 4% or $28,428 at 6%.
2001127$259,566$80,578$2,984iApproximate average salary by contribution assumption: employee only about $74,609 at 4% or $49,740 at 6%; with 50% employer match about $49,740 at 4% or $33,160 at 6%; with 100% employer match about $37,305 at 4% or $24,870 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-27$259,566$80,578$2,984iApproximate average salary by contribution assumption: employee only about $74,609 at 4% or $49,740 at 6%; with 50% employer match about $49,740 at 4% or $33,160 at 6%; with 100% employer match about $37,305 at 4% or $24,870 at 6%.
2000118$189,710$55,943$3,108iApproximate average salary by contribution assumption: employee only about $77,699 at 4% or $51,799 at 6%; with 50% employer match about $51,799 at 4% or $34,533 at 6%; with 100% employer match about $38,849 at 4% or $25,900 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-18$189,710$55,943$3,108iApproximate average salary by contribution assumption: employee only about $77,699 at 4% or $51,799 at 6%; with 50% employer match about $51,799 at 4% or $34,533 at 6%; with 100% employer match about $38,849 at 4% or $25,900 at 6%.
1999119$232,012$57,916$3,048iApproximate average salary by contribution assumption: employee only about $76,205 at 4% or $50,804 at 6%; with 50% employer match about $50,804 at 4% or $33,869 at 6%; with 100% employer match about $38,103 at 4% or $25,402 at 6%.
Preferred Mortgage Alliance Corporation 401K Profit Sharing Plan-19$232,012$57,916$3,048iApproximate average salary by contribution assumption: employee only about $76,205 at 4% or $50,804 at 6%; with 50% employer match about $50,804 at 4% or $33,869 at 6%; with 100% employer match about $38,103 at 4% or $25,402 at 6%.