Civic Intelligence

The Mortgage Store Inc.

Plan context: The Mortgage Store Inc. Profit Sharing Plan

EIN 99-0327385 • Kihei, HI • 9 filings • 3 plans

380 Huku Li I Place #201Kihei, HI 96753
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$166,779

2009 Contributions

$27,000

Historical Graphs

Total Assets Over Time

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

$290,600$145,300$0199920042008YearValue
$166,779Latest year 2008

Participants Over Time

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

530199920042008YearValue
5Latest year 2008

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
200910$0$0-
The Mortgage Store Inc. Profit Sharing Plan-0$0$0-
200815$166,779$0-
The Mortgage Store Inc. Profit Sharing Plan-5$166,779--
200714$0$0-
The Mortgage Store Inc. Profit Sharing Plan-4---
200614$290,600$27,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
The Mortgage Store Inc. Profit Sharing Plan-4$290,600$27,000$6,750iApproximate average salary by contribution assumption: employee only about $168,750 at 4% or $112,500 at 6%; with 50% employer match about $112,500 at 4% or $75,000 at 6%; with 100% employer match about $84,375 at 4% or $56,250 at 6%.
200411$137,695$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
The Mortgage Store Inc. Profit Sharing Plan-1$137,695$44,000$44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%.
200313$112,007$45,429$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
The Mortgage Store Inc. Profit Sharing Plan-3$112,007$45,429$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
200114$0$0-
The Mortgage Store Inc. Profit Sharing Plan-4---
200012$0$0-
The Mortgage Store Inc. Profit Sharing Plan-2---
199912$9,725$0-
The Mortgage Store Inc. Profit Sharing Plan-2$9,725--