Mount Phoenix Inc.
Plan context: Mount Phoenix Inc. Retirement Plan
EIN 46-3199793 • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$857,397
2024 Contributions
$5,918
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 | 21 | $857,397 | $5,918 | $282iApproximate average salary by contribution assumption: employee only about $7,045 at 4% or $4,697 at 6%; with 50% employer match about $4,697 at 4% or $3,131 at 6%; with 100% employer match about $3,523 at 4% or $2,348 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 21 | $857,397 | $5,918 | $282iApproximate average salary by contribution assumption: employee only about $7,045 at 4% or $4,697 at 6%; with 50% employer match about $4,697 at 4% or $3,131 at 6%; with 100% employer match about $3,523 at 4% or $2,348 at 6%. |
| 2023 | 1 | 17 | $810,431 | $4,246 | $250iApproximate average salary by contribution assumption: employee only about $6,244 at 4% or $4,163 at 6%; with 50% employer match about $4,163 at 4% or $2,775 at 6%; with 100% employer match about $3,122 at 4% or $2,081 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 17 | $810,431 | $4,246 | $250iApproximate average salary by contribution assumption: employee only about $6,244 at 4% or $4,163 at 6%; with 50% employer match about $4,163 at 4% or $2,775 at 6%; with 100% employer match about $3,122 at 4% or $2,081 at 6%. |
| 2022 | 1 | 13 | $734,404 | $0 | - |
| Mount Phoenix Inc. Retirement Plan | - | 13 | $734,404 | - | - |
| 2021 | 1 | 13 | $786,157 | $1,364 | $105iApproximate average salary by contribution assumption: employee only about $2,623 at 4% or $1,749 at 6%; with 50% employer match about $1,749 at 4% or $1,166 at 6%; with 100% employer match about $1,312 at 4% or $874 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 13 | $786,157 | $1,364 | $105iApproximate average salary by contribution assumption: employee only about $2,623 at 4% or $1,749 at 6%; with 50% employer match about $1,749 at 4% or $1,166 at 6%; with 100% employer match about $1,312 at 4% or $874 at 6%. |
| 2020 | 1 | 11 | $667,737 | $1,209 | $110iApproximate average salary by contribution assumption: employee only about $2,748 at 4% or $1,832 at 6%; with 50% employer match about $1,832 at 4% or $1,221 at 6%; with 100% employer match about $1,374 at 4% or $916 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 11 | $667,737 | $1,209 | $110iApproximate average salary by contribution assumption: employee only about $2,748 at 4% or $1,832 at 6%; with 50% employer match about $1,832 at 4% or $1,221 at 6%; with 100% employer match about $1,374 at 4% or $916 at 6%. |
| 2019 | 1 | 14 | $401,348 | $6,012 | $429iApproximate average salary by contribution assumption: employee only about $10,736 at 4% or $7,157 at 6%; with 50% employer match about $7,157 at 4% or $4,771 at 6%; with 100% employer match about $5,368 at 4% or $3,579 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 14 | $401,348 | $6,012 | $429iApproximate average salary by contribution assumption: employee only about $10,736 at 4% or $7,157 at 6%; with 50% employer match about $7,157 at 4% or $4,771 at 6%; with 100% employer match about $5,368 at 4% or $3,579 at 6%. |
| 2018 | 1 | 9 | $759,862 | $2,073 | $230iApproximate average salary by contribution assumption: employee only about $5,758 at 4% or $3,839 at 6%; with 50% employer match about $3,839 at 4% or $2,559 at 6%; with 100% employer match about $2,879 at 4% or $1,919 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 9 | $759,862 | $2,073 | $230iApproximate average salary by contribution assumption: employee only about $5,758 at 4% or $3,839 at 6%; with 50% employer match about $3,839 at 4% or $2,559 at 6%; with 100% employer match about $2,879 at 4% or $1,919 at 6%. |
| 2017 | 1 | 2 | $658,420 | $0 | - |
| Mount Phoenix Inc. Retirement Plan | - | 2 | $658,420 | - | - |
| 2016 | 1 | 2 | $550,000 | $0 | - |
| Mount Phoenix Inc. Retirement Plan | - | 2 | $550,000 | - | - |
| 2015 | 1 | 2 | $510,000 | $0 | - |
| Mount Phoenix Inc. Retirement Plan | - | 2 | $510,000 | - | - |
| 2014 | 1 | 1 | $510,000 | $0 | - |
| Mount Phoenix Inc. Retirement Plan | - | 1 | $510,000 | - | - |
| 2013 | 1 | 1 | $157,035 | $157,539 | $157,539iApproximate average salary by contribution assumption: employee only about $3,938,475 at 4% or $2,625,650 at 6%; with 50% employer match about $2,625,650 at 4% or $1,750,433 at 6%; with 100% employer match about $1,969,238 at 4% or $1,312,825 at 6%. |
| Mount Phoenix Inc. Retirement Plan | - | 1 | $157,035 | $157,539 | $157,539iApproximate average salary by contribution assumption: employee only about $3,938,475 at 4% or $2,625,650 at 6%; with 50% employer match about $2,625,650 at 4% or $1,750,433 at 6%; with 100% employer match about $1,969,238 at 4% or $1,312,825 at 6%. |