Civic Intelligence

Mone Insurance Agency Inc.

Plan context: Mone Insurance Agency Inc. 401(K) Plan

EIN 04-3293147 • Vineyard Haven, MA • 18 filings • 2 plans

24 Union CourtVineyard Haven, MA 02568
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,425,687

2024 Contributions

$102,483

Historical Graphs

Total Assets Over Time

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

$1,727,968$863,984$0200620152024YearValue
$1,425,687Latest year 2024

Participants Over Time

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

950200620152024YearValue
8Latest year 2024

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
202418$1,425,687$102,483$12,810iApproximate average salary by contribution assumption: employee only about $320,259 at 4% or $213,506 at 6%; with 50% employer match about $213,506 at 4% or $142,338 at 6%; with 100% employer match about $160,130 at 4% or $106,753 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$1,425,687$102,483$12,810iApproximate average salary by contribution assumption: employee only about $320,259 at 4% or $213,506 at 6%; with 50% employer match about $213,506 at 4% or $142,338 at 6%; with 100% employer match about $160,130 at 4% or $106,753 at 6%.
202318$1,214,397$84,471$10,559iApproximate average salary by contribution assumption: employee only about $263,972 at 4% or $175,981 at 6%; with 50% employer match about $175,981 at 4% or $117,321 at 6%; with 100% employer match about $131,986 at 4% or $87,991 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$1,214,397$84,471$10,559iApproximate average salary by contribution assumption: employee only about $263,972 at 4% or $175,981 at 6%; with 50% employer match about $175,981 at 4% or $117,321 at 6%; with 100% employer match about $131,986 at 4% or $87,991 at 6%.
202118$1,112,918$91,401$11,425iApproximate average salary by contribution assumption: employee only about $285,628 at 4% or $190,419 at 6%; with 50% employer match about $190,419 at 4% or $126,946 at 6%; with 100% employer match about $142,814 at 4% or $95,209 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$1,112,918$91,401$11,425iApproximate average salary by contribution assumption: employee only about $285,628 at 4% or $190,419 at 6%; with 50% employer match about $190,419 at 4% or $126,946 at 6%; with 100% employer match about $142,814 at 4% or $95,209 at 6%.
202018$923,539$80,207$10,026iApproximate average salary by contribution assumption: employee only about $250,647 at 4% or $167,098 at 6%; with 50% employer match about $167,098 at 4% or $111,399 at 6%; with 100% employer match about $125,323 at 4% or $83,549 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$923,539$80,207$10,026iApproximate average salary by contribution assumption: employee only about $250,647 at 4% or $167,098 at 6%; with 50% employer match about $167,098 at 4% or $111,399 at 6%; with 100% employer match about $125,323 at 4% or $83,549 at 6%.
201918$788,886$93,358$11,670iApproximate average salary by contribution assumption: employee only about $291,744 at 4% or $194,496 at 6%; with 50% employer match about $194,496 at 4% or $129,664 at 6%; with 100% employer match about $145,872 at 4% or $97,248 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$788,886$93,358$11,670iApproximate average salary by contribution assumption: employee only about $291,744 at 4% or $194,496 at 6%; with 50% employer match about $194,496 at 4% or $129,664 at 6%; with 100% employer match about $145,872 at 4% or $97,248 at 6%.
201817$580,982$73,836$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-7$580,982$73,836$10,548iApproximate average salary by contribution assumption: employee only about $263,700 at 4% or $175,800 at 6%; with 50% employer match about $175,800 at 4% or $117,200 at 6%; with 100% employer match about $131,850 at 4% or $87,900 at 6%.
201717$560,423$39,042$5,577iApproximate average salary by contribution assumption: employee only about $139,436 at 4% or $92,957 at 6%; with 50% employer match about $92,957 at 4% or $61,971 at 6%; with 100% employer match about $69,718 at 4% or $46,479 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-7$560,423$39,042$5,577iApproximate average salary by contribution assumption: employee only about $139,436 at 4% or $92,957 at 6%; with 50% employer match about $92,957 at 4% or $61,971 at 6%; with 100% employer match about $69,718 at 4% or $46,479 at 6%.
201617$1,727,968$101,888$14,555iApproximate average salary by contribution assumption: employee only about $363,886 at 4% or $242,590 at 6%; with 50% employer match about $242,590 at 4% or $161,727 at 6%; with 100% employer match about $181,943 at 4% or $121,295 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-7$1,727,968$101,888$14,555iApproximate average salary by contribution assumption: employee only about $363,886 at 4% or $242,590 at 6%; with 50% employer match about $242,590 at 4% or $161,727 at 6%; with 100% employer match about $181,943 at 4% or $121,295 at 6%.
201519$1,644,485$115,444$12,827iApproximate average salary by contribution assumption: employee only about $320,678 at 4% or $213,785 at 6%; with 50% employer match about $213,785 at 4% or $142,523 at 6%; with 100% employer match about $160,339 at 4% or $106,893 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-9$1,644,485$115,444$12,827iApproximate average salary by contribution assumption: employee only about $320,678 at 4% or $213,785 at 6%; with 50% employer match about $213,785 at 4% or $142,523 at 6%; with 100% employer match about $160,339 at 4% or $106,893 at 6%.
201418$1,565,246$111,599$13,950iApproximate average salary by contribution assumption: employee only about $348,747 at 4% or $232,498 at 6%; with 50% employer match about $232,498 at 4% or $154,999 at 6%; with 100% employer match about $174,373 at 4% or $116,249 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$1,565,246$111,599$13,950iApproximate average salary by contribution assumption: employee only about $348,747 at 4% or $232,498 at 6%; with 50% employer match about $232,498 at 4% or $154,999 at 6%; with 100% employer match about $174,373 at 4% or $116,249 at 6%.
201318$1,420,315$124,827$15,603iApproximate average salary by contribution assumption: employee only about $390,084 at 4% or $260,056 at 6%; with 50% employer match about $260,056 at 4% or $173,371 at 6%; with 100% employer match about $195,042 at 4% or $130,028 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$1,420,315$124,827$15,603iApproximate average salary by contribution assumption: employee only about $390,084 at 4% or $260,056 at 6%; with 50% employer match about $260,056 at 4% or $173,371 at 6%; with 100% employer match about $195,042 at 4% or $130,028 at 6%.
201218$1,176,619$107,441$13,430iApproximate average salary by contribution assumption: employee only about $335,753 at 4% or $223,835 at 6%; with 50% employer match about $223,835 at 4% or $149,224 at 6%; with 100% employer match about $167,877 at 4% or $111,918 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$1,176,619$107,441$13,430iApproximate average salary by contribution assumption: employee only about $335,753 at 4% or $223,835 at 6%; with 50% employer match about $223,835 at 4% or $149,224 at 6%; with 100% employer match about $167,877 at 4% or $111,918 at 6%.
201118$977,516$131,031$16,379iApproximate average salary by contribution assumption: employee only about $409,472 at 4% or $272,981 at 6%; with 50% employer match about $272,981 at 4% or $181,988 at 6%; with 100% employer match about $204,736 at 4% or $136,491 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$977,516$131,031$16,379iApproximate average salary by contribution assumption: employee only about $409,472 at 4% or $272,981 at 6%; with 50% employer match about $272,981 at 4% or $181,988 at 6%; with 100% employer match about $204,736 at 4% or $136,491 at 6%.
201018$843,555$236,267$29,533iApproximate average salary by contribution assumption: employee only about $738,334 at 4% or $492,223 at 6%; with 50% employer match about $492,223 at 4% or $328,149 at 6%; with 100% employer match about $369,167 at 4% or $246,111 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-8$843,555$236,267$29,533iApproximate average salary by contribution assumption: employee only about $738,334 at 4% or $492,223 at 6%; with 50% employer match about $492,223 at 4% or $328,149 at 6%; with 100% employer match about $369,167 at 4% or $246,111 at 6%.
200916$594,939$141,624$23,604iApproximate average salary by contribution assumption: employee only about $590,100 at 4% or $393,400 at 6%; with 50% employer match about $393,400 at 4% or $262,267 at 6%; with 100% employer match about $295,050 at 4% or $196,700 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-6$594,939$141,624$23,604iApproximate average salary by contribution assumption: employee only about $590,100 at 4% or $393,400 at 6%; with 50% employer match about $393,400 at 4% or $262,267 at 6%; with 100% employer match about $295,050 at 4% or $196,700 at 6%.
200816$333,377$148,386$24,731iApproximate average salary by contribution assumption: employee only about $618,275 at 4% or $412,183 at 6%; with 50% employer match about $412,183 at 4% or $274,789 at 6%; with 100% employer match about $309,138 at 4% or $206,092 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-6$333,377$148,386$24,731iApproximate average salary by contribution assumption: employee only about $618,275 at 4% or $412,183 at 6%; with 50% employer match about $412,183 at 4% or $274,789 at 6%; with 100% employer match about $309,138 at 4% or $206,092 at 6%.
200716$292,685$133,622$22,270iApproximate average salary by contribution assumption: employee only about $556,758 at 4% or $371,172 at 6%; with 50% employer match about $371,172 at 4% or $247,448 at 6%; with 100% employer match about $278,379 at 4% or $185,586 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-6$292,685$133,622$22,270iApproximate average salary by contribution assumption: employee only about $556,758 at 4% or $371,172 at 6%; with 50% employer match about $371,172 at 4% or $247,448 at 6%; with 100% employer match about $278,379 at 4% or $185,586 at 6%.
200616$140,929$128,886$21,481iApproximate average salary by contribution assumption: employee only about $537,025 at 4% or $358,017 at 6%; with 50% employer match about $358,017 at 4% or $238,678 at 6%; with 100% employer match about $268,513 at 4% or $179,008 at 6%.
Mone Insurance Agency Inc. 401(K) Plan-6$140,929$128,886$21,481iApproximate average salary by contribution assumption: employee only about $537,025 at 4% or $358,017 at 6%; with 50% employer match about $358,017 at 4% or $238,678 at 6%; with 100% employer match about $268,513 at 4% or $179,008 at 6%.