2023 Form 5500 filing — Mountainone Financial, Inc 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003200911NAL0011149921001) for Mountainone Financial, Inc 401(K) Plan, reported by Mountainone Financial, Inc under EIN 04-3413060 and plan number 002. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003200911NAL0011149921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountainone Financial, Inc
- EIN
- 04-3413060
- Plan number
- 002
- Location
- North Adams, MA
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,089,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,089,076
- Employer contributions
- $723,416
- Participant contributions
- $1,228,496
- Total income / additions
- $5,828,597
- Benefits paid
- $3,128,161
- Administrative expenses
- $60,344
- Total expenses
- $3,188,505
- Net increase / (decrease)
- $2,640,092
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rpa Financial, LLC | INVESTMENT ADVISORY | $31,833 | $58 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $28,511 | $0 |
| The Angell Pension Group | THIRD PARTY ADMIN | $0 | $10,917 |