MOUNTAINONE FINANCIAL PARTNERS, INC.
Plan context: SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS
EIN 35-2166746 • 17 filings • 9 plans
Current Snapshot
Latest Year
2017
2017 Participants
139
2017 Assets
$15,638,995
2017 Contributions
$2,250,000
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 139 | $0 | $0 | - |
| Mountainone Financial Partners Inc. Health Reimbursement Account | - | 139 | - | - | - |
| 2016 | 1 | 160 | $0 | $0 | - |
| Mountainone Financial Partners Inc. Health Reimbursement Account | - | 160 | - | - | - |
| 2015 | 2 | 142 | $15,638,995 | $2,250,000 | $15,845iApproximate average salary by contribution assumption: employee only about $396,127 at 4% or $264,085 at 6%; with 50% employer match about $264,085 at 4% or $176,056 at 6%; with 100% employer match about $198,063 at 4% or $132,042 at 6%. |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS | - | 69 | $15,638,995 | $2,250,000 | $32,609iApproximate average salary by contribution assumption: employee only about $815,217 at 4% or $543,478 at 6%; with 50% employer match about $543,478 at 4% or $362,319 at 6%; with 100% employer match about $407,609 at 4% or $271,739 at 6%. |
| Mountainone Financial Partners Inc. Health Reimbursement Account | - | 142 | - | - | - |
| 2014 | 1 | 74 | $13,828,543 | $3,526,000 | $47,649iApproximate average salary by contribution assumption: employee only about $1,191,216 at 4% or $794,144 at 6%; with 50% employer match about $794,144 at 4% or $529,429 at 6%; with 100% employer match about $595,608 at 4% or $397,072 at 6%. |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE | - | 74 | $13,828,543 | $3,526,000 | $47,649iApproximate average salary by contribution assumption: employee only about $1,191,216 at 4% or $794,144 at 6%; with 50% employer match about $794,144 at 4% or $529,429 at 6%; with 100% employer match about $595,608 at 4% or $397,072 at 6%. |
| 2013 | 1 | 79 | $10,974,605 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS | - | 79 | $10,974,605 | - | - |
| 2012 | 1 | 85 | $10,633,797 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 85 | $10,633,797 | - | - |
| 2011 | 1 | 108 | $10,141,156 | $740,416 | $6,856iApproximate average salary by contribution assumption: employee only about $171,393 at 4% or $114,262 at 6%; with 50% employer match about $114,262 at 4% or $76,174 at 6%; with 100% employer match about $85,696 at 4% or $57,131 at 6%. |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 108 | $10,141,156 | $740,416 | $6,856iApproximate average salary by contribution assumption: employee only about $171,393 at 4% or $114,262 at 6%; with 50% employer match about $114,262 at 4% or $76,174 at 6%; with 100% employer match about $85,696 at 4% or $57,131 at 6%. |
| 2010 | 1 | 120 | $9,290,308 | $665,000 | $5,542iApproximate average salary by contribution assumption: employee only about $138,542 at 4% or $92,361 at 6%; with 50% employer match about $92,361 at 4% or $61,574 at 6%; with 100% employer match about $69,271 at 4% or $46,181 at 6%. |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 120 | $9,290,308 | $665,000 | $5,542iApproximate average salary by contribution assumption: employee only about $138,542 at 4% or $92,361 at 6%; with 50% employer match about $92,361 at 4% or $61,574 at 6%; with 100% employer match about $69,271 at 4% or $46,181 at 6%. |
| 2009 | 1 | 132 | $8,892,041 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 132 | $8,892,041 | - | - |
| 2007 | 1 | 103 | $5,603,155 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 103 | $5,603,155 | - | - |
| 2006 | 1 | 99 | $7,771,876 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 99 | $7,771,876 | - | - |
| 2005 | 1 | 92 | $7,269,994 | $0 | - |
| SEERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 92 | $7,269,994 | - | - |
| 2004 | 3 | 130 | $6,534,877 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUNTAINONE FINANCIAL PARTNERS, INC. | - | 89 | $6,534,877 | - | - |
| SAVINGS BANKS EMPLOYEES GROUP INSURANCE FUND MOUNTAIN ONE FINANCIAL | - | 130 | - | - | - |
| SAVINGS BANKS EMPLOYEES GROUP INSURANCE FUND MOUNTAIN ONE FINANCIAL | - | 130 | - | - | - |
| 2003 | 1 | 93 | $0 | $0 | - |
| SBERA PENSION PLAN AS ADOPTED BY MOUTAINONE FINANCIAL PARTNERS, INC. | - | 93 | - | - | - |