2023 Form 5500 filing — Mountainone Financial, Inc. Pension 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 20250814111746NAL0027752866001) for Mountainone Financial, Inc. Pension Plan, reported by Mountainone Financial, Inc. under EIN 36-4495073 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250814111746NAL0027752866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountainone Financial, Inc.
- EIN
- 36-4495073
- Plan number
- 001
- Location
- North Adams, MA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,845,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,845,703
- Employer contributions
- $1,000,000
- Total income / additions
- $5,501,797
- Benefits paid
- $1,111,983
- Administrative expenses
- $118,507
- Total expenses
- $1,230,490
- Net increase / (decrease)
- $4,271,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,338 | $0 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $16,785 | not reported in the loaded dataset |
| Rpa Financial LLC | INVESTMENT ADVISORY | $10,000 | not reported in the loaded dataset |