Civic Intelligence

THE MORTGAGE GROUP

Plan context: The Mortgage Group Inc. 401K Profit Sharing Plan

EIN 99-0323629 • Honolulu, HI • 17 filings • 2 plans

C/O 3452 Sierra DriveHonolulu, HI 96816-3263
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$357,302

2015 Contributions

$2,940

Historical Graphs

Total Assets Over Time

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

$357,302$178,651$0199920062014YearValue
$357,302Latest year 2014

Participants Over Time

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

1260199920072014YearValue
4Latest year 2014

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
201510$0$2,940-
The Mortgage Group Inc. 401K Profit Sharing Plan-0$0$2,940-
201414$357,302$4,285$1,071iApproximate average salary by contribution assumption: employee only about $26,781 at 4% or $17,854 at 6%; with 50% employer match about $17,854 at 4% or $11,903 at 6%; with 100% employer match about $13,391 at 4% or $8,927 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$357,302$4,285$1,071iApproximate average salary by contribution assumption: employee only about $26,781 at 4% or $17,854 at 6%; with 50% employer match about $17,854 at 4% or $11,903 at 6%; with 100% employer match about $13,391 at 4% or $8,927 at 6%.
201314$351,969$4,411$1,103iApproximate average salary by contribution assumption: employee only about $27,569 at 4% or $18,379 at 6%; with 50% employer match about $18,379 at 4% or $12,253 at 6%; with 100% employer match about $13,784 at 4% or $9,190 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$351,969$4,411$1,103iApproximate average salary by contribution assumption: employee only about $27,569 at 4% or $18,379 at 6%; with 50% employer match about $18,379 at 4% or $12,253 at 6%; with 100% employer match about $13,784 at 4% or $9,190 at 6%.
201214$279,261$4,399$1,100iApproximate average salary by contribution assumption: employee only about $27,494 at 4% or $18,329 at 6%; with 50% employer match about $18,329 at 4% or $12,219 at 6%; with 100% employer match about $13,747 at 4% or $9,165 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$279,261$4,399$1,100iApproximate average salary by contribution assumption: employee only about $27,494 at 4% or $18,329 at 6%; with 50% employer match about $18,329 at 4% or $12,219 at 6%; with 100% employer match about $13,747 at 4% or $9,165 at 6%.
201114$250,419$6,675$1,669iApproximate average salary by contribution assumption: employee only about $41,719 at 4% or $27,813 at 6%; with 50% employer match about $27,813 at 4% or $18,542 at 6%; with 100% employer match about $20,859 at 4% or $13,906 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$250,419$6,675$1,669iApproximate average salary by contribution assumption: employee only about $41,719 at 4% or $27,813 at 6%; with 50% employer match about $27,813 at 4% or $18,542 at 6%; with 100% employer match about $20,859 at 4% or $13,906 at 6%.
201014$259,341$11,448$2,862iApproximate average salary by contribution assumption: employee only about $71,550 at 4% or $47,700 at 6%; with 50% employer match about $47,700 at 4% or $31,800 at 6%; with 100% employer match about $35,775 at 4% or $23,850 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$259,341$11,448$2,862iApproximate average salary by contribution assumption: employee only about $71,550 at 4% or $47,700 at 6%; with 50% employer match about $47,700 at 4% or $31,800 at 6%; with 100% employer match about $35,775 at 4% or $23,850 at 6%.
200914$229,339$14,751$3,688iApproximate average salary by contribution assumption: employee only about $92,194 at 4% or $61,463 at 6%; with 50% employer match about $61,463 at 4% or $40,975 at 6%; with 100% employer match about $46,097 at 4% or $30,731 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$229,339$14,751$3,688iApproximate average salary by contribution assumption: employee only about $92,194 at 4% or $61,463 at 6%; with 50% employer match about $61,463 at 4% or $40,975 at 6%; with 100% employer match about $46,097 at 4% or $30,731 at 6%.
200814$165,643$13,640$3,410iApproximate average salary by contribution assumption: employee only about $85,250 at 4% or $56,833 at 6%; with 50% employer match about $56,833 at 4% or $37,889 at 6%; with 100% employer match about $42,625 at 4% or $28,417 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$165,643$13,640$3,410iApproximate average salary by contribution assumption: employee only about $85,250 at 4% or $56,833 at 6%; with 50% employer match about $56,833 at 4% or $37,889 at 6%; with 100% employer match about $42,625 at 4% or $28,417 at 6%.
200714$0$0-
The Mortgage Group Inc. 401K Profit Sharing Plan-4---
200614$197,745$39,132$9,783iApproximate average salary by contribution assumption: employee only about $244,575 at 4% or $163,050 at 6%; with 50% employer match about $163,050 at 4% or $108,700 at 6%; with 100% employer match about $122,288 at 4% or $81,525 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$197,745$39,132$9,783iApproximate average salary by contribution assumption: employee only about $244,575 at 4% or $163,050 at 6%; with 50% employer match about $163,050 at 4% or $108,700 at 6%; with 100% employer match about $122,288 at 4% or $81,525 at 6%.
200515$145,141$38,132$7,626iApproximate average salary by contribution assumption: employee only about $190,660 at 4% or $127,107 at 6%; with 50% employer match about $127,107 at 4% or $84,738 at 6%; with 100% employer match about $95,330 at 4% or $63,553 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-5$145,141$38,132$7,626iApproximate average salary by contribution assumption: employee only about $190,660 at 4% or $127,107 at 6%; with 50% employer match about $127,107 at 4% or $84,738 at 6%; with 100% employer match about $95,330 at 4% or $63,553 at 6%.
200415$101,223$24,635$4,927iApproximate average salary by contribution assumption: employee only about $123,175 at 4% or $82,117 at 6%; with 50% employer match about $82,117 at 4% or $54,744 at 6%; with 100% employer match about $61,588 at 4% or $41,058 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-5$101,223$24,635$4,927iApproximate average salary by contribution assumption: employee only about $123,175 at 4% or $82,117 at 6%; with 50% employer match about $82,117 at 4% or $54,744 at 6%; with 100% employer match about $61,588 at 4% or $41,058 at 6%.
200315$68,960$18,481$3,696iApproximate average salary by contribution assumption: employee only about $92,405 at 4% or $61,603 at 6%; with 50% employer match about $61,603 at 4% or $41,069 at 6%; with 100% employer match about $46,203 at 4% or $30,802 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-5$68,960$18,481$3,696iApproximate average salary by contribution assumption: employee only about $92,405 at 4% or $61,603 at 6%; with 50% employer match about $61,603 at 4% or $41,069 at 6%; with 100% employer match about $46,203 at 4% or $30,802 at 6%.
200215$37,323$19,375$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-5$37,323$19,375$3,875iApproximate average salary by contribution assumption: employee only about $96,875 at 4% or $64,583 at 6%; with 50% employer match about $64,583 at 4% or $43,056 at 6%; with 100% employer match about $48,438 at 4% or $32,292 at 6%.
200116$31,038$15,750$2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-6$31,038$15,750$2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%.
200014$21,526$16,001$4,000iApproximate average salary by contribution assumption: employee only about $100,006 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,335 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-4$21,526$16,001$4,000iApproximate average salary by contribution assumption: employee only about $100,006 at 4% or $66,671 at 6%; with 50% employer match about $66,671 at 4% or $44,447 at 6%; with 100% employer match about $50,003 at 4% or $33,335 at 6%.
1999112$9,566$8,335$695iApproximate average salary by contribution assumption: employee only about $17,365 at 4% or $11,576 at 6%; with 50% employer match about $11,576 at 4% or $7,718 at 6%; with 100% employer match about $8,682 at 4% or $5,788 at 6%.
The Mortgage Group Inc. 401K Profit Sharing Plan-12$9,566$8,335$695iApproximate average salary by contribution assumption: employee only about $17,365 at 4% or $11,576 at 6%; with 50% employer match about $11,576 at 4% or $7,718 at 6%; with 100% employer match about $8,682 at 4% or $5,788 at 6%.