Plain-English plan 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, Mountainone Financial, Inc 401(K) Plan is a benefit plan reported by Mountainone Financial, Inc under EIN 04-3413060 and plan number 002. The latest loaded filing year is 2023. The filing reports 231 participants and $25,089,076 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,089,076
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,089,076
- Net assets (BOY)
- $22,448,984
Income & contributions
- Employer contributions
- $723,416
- Participant contributions
- $1,228,496
- Total contributions
- $2,142,114
- Total income / additions
- $5,828,597
Expenses & distributions
- Benefits paid
- $3,128,161
- Administrative expenses
- $60,344
- Total expenses
- $3,188,505
- Net increase / (decrease)
- $2,640,092