Civic Intelligence

MOUNTAINONE FINANCIAL PARTNERS, INC.

Plan context: MOUNTAINONE FINANCIAL, INC. PENSION PLAN

EIN 36-4495073 • North Adams, MA • 22 filings • 5 plans

93 Main StreetNorth Adams, MA 01247
Current Snapshot

Latest Year

2024

2024 Participants

193

2024 Assets

$23,845,703

2024 Contributions

$1,000,000

Historical Graphs

Total Assets Over Time

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

$27,350,719$13,675,360$0201820212023YearValue
$23,845,703Latest year 2023

Participants Over Time

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

2031020200820172024YearValue
193Latest 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
20241193$0$0-
Mountainone Life and Ltd Plan-193---
20232173$23,845,703$1,000,000$5,780iApproximate average salary by contribution assumption: employee only about $144,509 at 4% or $96,339 at 6%; with 50% employer match about $96,339 at 4% or $64,226 at 6%; with 100% employer match about $72,254 at 4% or $48,170 at 6%.
MOUNTAINONE FINANCIAL, INC. PENSION PLAN-32$23,845,703$1,000,000$31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%.
Mountainone Life and Ltd Plan-173---
20222175$19,574,396$0-
MOUNTAINONE FINANCIAL, INC. PENSION PLAN-33$19,574,396--
Mountainone Life and Ltd Plan-175---
20212154$20,241,510$1,000,000$6,494iApproximate average salary by contribution assumption: employee only about $162,338 at 4% or $108,225 at 6%; with 50% employer match about $108,225 at 4% or $72,150 at 6%; with 100% employer match about $81,169 at 4% or $54,113 at 6%.
MOUNTAINONE FINANCIAL, INC. PENSION PLAN-37$20,241,510$1,000,000$27,027iApproximate average salary by contribution assumption: employee only about $675,676 at 4% or $450,450 at 6%; with 50% employer match about $450,450 at 4% or $300,300 at 6%; with 100% employer match about $337,838 at 4% or $225,225 at 6%.
Mountainone Life and Ltd Plan-154---
20202160$27,350,719$0-
MOUNTAINONE FINANCIAL, INC. PENSION PLAN-41$27,350,719--
Mountainone Life and Ltd Plan-160---
20192157$23,500,601$951,000$6,057iApproximate average salary by contribution assumption: employee only about $151,433 at 4% or $100,955 at 6%; with 50% employer match about $100,955 at 4% or $67,304 at 6%; with 100% employer match about $75,717 at 4% or $50,478 at 6%.
MOUNTAINONE FINANCIAL, INC. PENSION PLAN-42$23,500,601$951,000$22,643iApproximate average salary by contribution assumption: employee only about $566,071 at 4% or $377,381 at 6%; with 50% employer match about $377,381 at 4% or $251,587 at 6%; with 100% employer match about $283,036 at 4% or $188,690 at 6%.
Mountainone Life and Ltd Plan-157---
20182154$21,945,934$0-
MOUNTAINONE FINANCIAL, INC. PENSION PLAN-44$21,945,934--
Mountainone Life and Ltd Plan-154---
20171194$0$0-
Mountainone Life and Ltd Plan-194---
20161185$0$0-
Mountainone Life and Ltd Plan-185---
20151187$0$0-
Mountainone Life and Ltd Plan-187---
20141184$0$0-
Mountainone Life and Ltd Plan-184---
20131203$0$0-
Mountainone Life and Ltd Plan-203---
20121195$0$0-
Mountainone Life and Ltd Plan-195---
20101132$0$0-
Mountainone Life and Ltd Plan-132---
20091176$0$0-
Mountainone Life and Ltd Plan-176---
20081173$0$0-
Mountainone Life and Ltd Plan-173---