Mount Family Group Ltd
Plan context: Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust
EIN 03-0362999 • Burlington, VT • 20 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
54
2024 Assets
$2,265,863
2024 Contributions
$261,907
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 54 | $2,265,863 | $261,907 | $4,850iApproximate average salary by contribution assumption: employee only about $121,253 at 4% or $80,835 at 6%; with 50% employer match about $80,835 at 4% or $53,890 at 6%; with 100% employer match about $60,627 at 4% or $40,418 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 54 | $2,265,863 | $261,907 | $4,850iApproximate average salary by contribution assumption: employee only about $121,253 at 4% or $80,835 at 6%; with 50% employer match about $80,835 at 4% or $53,890 at 6%; with 100% employer match about $60,627 at 4% or $40,418 at 6%. |
| 2023 | 1 | 54 | $1,949,172 | $155,117 | $2,873iApproximate average salary by contribution assumption: employee only about $71,813 at 4% or $47,876 at 6%; with 50% employer match about $47,876 at 4% or $31,917 at 6%; with 100% employer match about $35,907 at 4% or $23,938 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 54 | $1,949,172 | $155,117 | $2,873iApproximate average salary by contribution assumption: employee only about $71,813 at 4% or $47,876 at 6%; with 50% employer match about $47,876 at 4% or $31,917 at 6%; with 100% employer match about $35,907 at 4% or $23,938 at 6%. |
| 2022 | 1 | 48 | $1,555,729 | $164,436 | $3,426iApproximate average salary by contribution assumption: employee only about $85,644 at 4% or $57,096 at 6%; with 50% employer match about $57,096 at 4% or $38,064 at 6%; with 100% employer match about $42,822 at 4% or $28,548 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 48 | $1,555,729 | $164,436 | $3,426iApproximate average salary by contribution assumption: employee only about $85,644 at 4% or $57,096 at 6%; with 50% employer match about $57,096 at 4% or $38,064 at 6%; with 100% employer match about $42,822 at 4% or $28,548 at 6%. |
| 2021 | 3 | 30 | $1,794,999 | $185,249 | $6,175iApproximate average salary by contribution assumption: employee only about $154,374 at 4% or $102,916 at 6%; with 50% employer match about $102,916 at 4% or $68,611 at 6%; with 100% employer match about $77,187 at 4% or $51,458 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 29 | $1,749,023 | $131,495 | $4,534iApproximate average salary by contribution assumption: employee only about $113,358 at 4% or $75,572 at 6%; with 50% employer match about $75,572 at 4% or $50,381 at 6%; with 100% employer match about $56,679 at 4% or $37,786 at 6%. |
| MOUNT FAMILY GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | - | 30 | $22,988 | $26,877 | $896iApproximate average salary by contribution assumption: employee only about $22,398 at 4% or $14,932 at 6%; with 50% employer match about $14,932 at 4% or $9,954 at 6%; with 100% employer match about $11,199 at 4% or $7,466 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 30 | $22,988 | $26,877 | $896iApproximate average salary by contribution assumption: employee only about $22,398 at 4% or $14,932 at 6%; with 50% employer match about $14,932 at 4% or $9,954 at 6%; with 100% employer match about $11,199 at 4% or $7,466 at 6%. |
| 2020 | 1 | 26 | $2,489,046 | $151,596 | $5,831iApproximate average salary by contribution assumption: employee only about $145,765 at 4% or $97,177 at 6%; with 50% employer match about $97,177 at 4% or $64,785 at 6%; with 100% employer match about $72,883 at 4% or $48,588 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 26 | $2,489,046 | $151,596 | $5,831iApproximate average salary by contribution assumption: employee only about $145,765 at 4% or $97,177 at 6%; with 50% employer match about $97,177 at 4% or $64,785 at 6%; with 100% employer match about $72,883 at 4% or $48,588 at 6%. |
| 2019 | 1 | 36 | $2,158,276 | $186,376 | $5,177iApproximate average salary by contribution assumption: employee only about $129,428 at 4% or $86,285 at 6%; with 50% employer match about $86,285 at 4% or $57,523 at 6%; with 100% employer match about $64,714 at 4% or $43,143 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 36 | $2,158,276 | $186,376 | $5,177iApproximate average salary by contribution assumption: employee only about $129,428 at 4% or $86,285 at 6%; with 50% employer match about $86,285 at 4% or $57,523 at 6%; with 100% employer match about $64,714 at 4% or $43,143 at 6%. |
| 2018 | 1 | 37 | $2,050,350 | $182,591 | $4,935iApproximate average salary by contribution assumption: employee only about $123,372 at 4% or $82,248 at 6%; with 50% employer match about $82,248 at 4% or $54,832 at 6%; with 100% employer match about $61,686 at 4% or $41,124 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 37 | $2,050,350 | $182,591 | $4,935iApproximate average salary by contribution assumption: employee only about $123,372 at 4% or $82,248 at 6%; with 50% employer match about $82,248 at 4% or $54,832 at 6%; with 100% employer match about $61,686 at 4% or $41,124 at 6%. |
| 2017 | 1 | 36 | $2,258,314 | $182,620 | $5,073iApproximate average salary by contribution assumption: employee only about $126,819 at 4% or $84,546 at 6%; with 50% employer match about $84,546 at 4% or $56,364 at 6%; with 100% employer match about $63,410 at 4% or $42,273 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 36 | $2,258,314 | $182,620 | $5,073iApproximate average salary by contribution assumption: employee only about $126,819 at 4% or $84,546 at 6%; with 50% employer match about $84,546 at 4% or $56,364 at 6%; with 100% employer match about $63,410 at 4% or $42,273 at 6%. |
| 2016 | 1 | 30 | $1,862,461 | $210,667 | $7,022iApproximate average salary by contribution assumption: employee only about $175,556 at 4% or $117,037 at 6%; with 50% employer match about $117,037 at 4% or $78,025 at 6%; with 100% employer match about $87,778 at 4% or $58,519 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 30 | $1,862,461 | $210,667 | $7,022iApproximate average salary by contribution assumption: employee only about $175,556 at 4% or $117,037 at 6%; with 50% employer match about $117,037 at 4% or $78,025 at 6%; with 100% employer match about $87,778 at 4% or $58,519 at 6%. |
| 2015 | 1 | 34 | $1,542,584 | $183,712 | $5,403iApproximate average salary by contribution assumption: employee only about $135,082 at 4% or $90,055 at 6%; with 50% employer match about $90,055 at 4% or $60,037 at 6%; with 100% employer match about $67,541 at 4% or $45,027 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 34 | $1,542,584 | $183,712 | $5,403iApproximate average salary by contribution assumption: employee only about $135,082 at 4% or $90,055 at 6%; with 50% employer match about $90,055 at 4% or $60,037 at 6%; with 100% employer match about $67,541 at 4% or $45,027 at 6%. |
| 2014 | 1 | 33 | $1,442,243 | $331,059 | $10,032iApproximate average salary by contribution assumption: employee only about $250,802 at 4% or $167,202 at 6%; with 50% employer match about $167,202 at 4% or $111,468 at 6%; with 100% employer match about $125,401 at 4% or $83,601 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 33 | $1,442,243 | $331,059 | $10,032iApproximate average salary by contribution assumption: employee only about $250,802 at 4% or $167,202 at 6%; with 50% employer match about $167,202 at 4% or $111,468 at 6%; with 100% employer match about $125,401 at 4% or $83,601 at 6%. |
| 2013 | 1 | 39 | $1,203,949 | $139,730 | $3,583iApproximate average salary by contribution assumption: employee only about $89,571 at 4% or $59,714 at 6%; with 50% employer match about $59,714 at 4% or $39,809 at 6%; with 100% employer match about $44,785 at 4% or $29,857 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 39 | $1,203,949 | $139,730 | $3,583iApproximate average salary by contribution assumption: employee only about $89,571 at 4% or $59,714 at 6%; with 50% employer match about $59,714 at 4% or $39,809 at 6%; with 100% employer match about $44,785 at 4% or $29,857 at 6%. |
| 2012 | 1 | 35 | $915,370 | $157,943 | $4,513iApproximate average salary by contribution assumption: employee only about $112,816 at 4% or $75,211 at 6%; with 50% employer match about $75,211 at 4% or $50,141 at 6%; with 100% employer match about $56,408 at 4% or $37,605 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 35 | $915,370 | $157,943 | $4,513iApproximate average salary by contribution assumption: employee only about $112,816 at 4% or $75,211 at 6%; with 50% employer match about $75,211 at 4% or $50,141 at 6%; with 100% employer match about $56,408 at 4% or $37,605 at 6%. |
| 2011 | 1 | 42 | $1,249,146 | $184,706 | $4,398iApproximate average salary by contribution assumption: employee only about $109,944 at 4% or $73,296 at 6%; with 50% employer match about $73,296 at 4% or $48,864 at 6%; with 100% employer match about $54,972 at 4% or $36,648 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 42 | $1,249,146 | $184,706 | $4,398iApproximate average salary by contribution assumption: employee only about $109,944 at 4% or $73,296 at 6%; with 50% employer match about $73,296 at 4% or $48,864 at 6%; with 100% employer match about $54,972 at 4% or $36,648 at 6%. |
| 2010 | 1 | 42 | $1,211,962 | $119,069 | $2,835iApproximate average salary by contribution assumption: employee only about $70,874 at 4% or $47,250 at 6%; with 50% employer match about $47,250 at 4% or $31,500 at 6%; with 100% employer match about $35,437 at 4% or $23,625 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 42 | $1,211,962 | $119,069 | $2,835iApproximate average salary by contribution assumption: employee only about $70,874 at 4% or $47,250 at 6%; with 50% employer match about $47,250 at 4% or $31,500 at 6%; with 100% employer match about $35,437 at 4% or $23,625 at 6%. |
| 2009 | 1 | 39 | $972,928 | $112,391 | $2,882iApproximate average salary by contribution assumption: employee only about $72,046 at 4% or $48,030 at 6%; with 50% employer match about $48,030 at 4% or $32,020 at 6%; with 100% employer match about $36,023 at 4% or $24,015 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 39 | $972,928 | $112,391 | $2,882iApproximate average salary by contribution assumption: employee only about $72,046 at 4% or $48,030 at 6%; with 50% employer match about $48,030 at 4% or $32,020 at 6%; with 100% employer match about $36,023 at 4% or $24,015 at 6%. |
| 2008 | 1 | 25 | $694,044 | $126,063 | $5,043iApproximate average salary by contribution assumption: employee only about $126,063 at 4% or $84,042 at 6%; with 50% employer match about $84,042 at 4% or $56,028 at 6%; with 100% employer match about $63,032 at 4% or $42,021 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 25 | $694,044 | $126,063 | $5,043iApproximate average salary by contribution assumption: employee only about $126,063 at 4% or $84,042 at 6%; with 50% employer match about $84,042 at 4% or $56,028 at 6%; with 100% employer match about $63,032 at 4% or $42,021 at 6%. |
| 2007 | 1 | 22 | $918,652 | $144,539 | $6,570iApproximate average salary by contribution assumption: employee only about $164,249 at 4% or $109,499 at 6%; with 50% employer match about $109,499 at 4% or $72,999 at 6%; with 100% employer match about $82,124 at 4% or $54,750 at 6%. |
| Mount Family Group Ltd 401(K) Profit Sharing Plan & Trust | - | 22 | $918,652 | $144,539 | $6,570iApproximate average salary by contribution assumption: employee only about $164,249 at 4% or $109,499 at 6%; with 50% employer match about $109,499 at 4% or $72,999 at 6%; with 100% employer match about $82,124 at 4% or $54,750 at 6%. |