Civic Intelligence

NUTMEG FINANCIAL, MHC

Plan context: Ion Financial, Mhc 401K Plan

EIN 57-1223365 • Naugatuck, CT • 50 filings • 15 plans

251 Church StreetNaugatuck, CT 06770
Current Snapshot

Latest Year

2024

2024 Participants

349

2024 Assets

$50,793,808

2024 Contributions

$5,546,130

Historical Graphs

Total Assets Over Time

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

$50,793,808$25,396,904$0200520152024YearValue
$50,793,808Latest year 2024

Participants Over Time

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

3561780200520152024YearValue
349Latest 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
20242349$50,793,808$5,546,130$15,891iApproximate average salary by contribution assumption: employee only about $397,287 at 4% or $264,858 at 6%; with 50% employer match about $264,858 at 4% or $176,572 at 6%; with 100% employer match about $198,644 at 4% or $132,429 at 6%.
Ion Financial, Mhc 401K Plan-349$50,793,808$5,546,130$15,891iApproximate average salary by contribution assumption: employee only about $397,287 at 4% or $264,858 at 6%; with 50% employer match about $264,858 at 4% or $176,572 at 6%; with 100% employer match about $198,644 at 4% or $132,429 at 6%.
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-340---
20232356$45,550,490$4,376,199$12,293iApproximate average salary by contribution assumption: employee only about $307,317 at 4% or $204,878 at 6%; with 50% employer match about $204,878 at 4% or $136,585 at 6%; with 100% employer match about $153,659 at 4% or $102,439 at 6%.
Ion Financial, Mhc 401K Plan-356$45,550,490$4,376,199$12,293iApproximate average salary by contribution assumption: employee only about $307,317 at 4% or $204,878 at 6%; with 50% employer match about $204,878 at 4% or $136,585 at 6%; with 100% employer match about $153,659 at 4% or $102,439 at 6%.
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-332---
20222322$36,831,773$3,603,962$11,192iApproximate average salary by contribution assumption: employee only about $279,811 at 4% or $186,540 at 6%; with 50% employer match about $186,540 at 4% or $124,360 at 6%; with 100% employer match about $139,905 at 4% or $93,270 at 6%.
Ion Financial, Mhc 401K Plan-322$36,831,773$3,603,962$11,192iApproximate average salary by contribution assumption: employee only about $279,811 at 4% or $186,540 at 6%; with 50% employer match about $186,540 at 4% or $124,360 at 6%; with 100% employer match about $139,905 at 4% or $93,270 at 6%.
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-279---
20212296$43,071,455$3,954,659$13,360iApproximate average salary by contribution assumption: employee only about $334,008 at 4% or $222,672 at 6%; with 50% employer match about $222,672 at 4% or $148,448 at 6%; with 100% employer match about $167,004 at 4% or $111,336 at 6%.
Ion Financial, Mhc 401K Plan-296$43,071,455$3,954,659$13,360iApproximate average salary by contribution assumption: employee only about $334,008 at 4% or $222,672 at 6%; with 50% employer match about $222,672 at 4% or $148,448 at 6%; with 100% employer match about $167,004 at 4% or $111,336 at 6%.
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-260---
20202343$38,499,488$3,666,556$10,690iApproximate average salary by contribution assumption: employee only about $267,242 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,621 at 4% or $89,081 at 6%.
Ion Financial, Mhc 401K Plan-343$38,499,488$3,666,556$10,690iApproximate average salary by contribution assumption: employee only about $267,242 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,621 at 4% or $89,081 at 6%.
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-286---
20192320$31,375,365$4,317,018$13,491iApproximate average salary by contribution assumption: employee only about $337,267 at 4% or $224,845 at 6%; with 50% employer match about $224,845 at 4% or $149,896 at 6%; with 100% employer match about $168,634 at 4% or $112,422 at 6%.
Ion Financial, Mhc 401K Plan-320$31,375,365$4,317,018$13,491iApproximate average salary by contribution assumption: employee only about $337,267 at 4% or $224,845 at 6%; with 50% employer match about $224,845 at 4% or $149,896 at 6%; with 100% employer match about $168,634 at 4% or $112,422 at 6%.
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-270---
20181253$0$0-
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-253---
20171233$0$0-
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-233---
201611302$19,488,348$2,440,204$8,080iApproximate average salary by contribution assumption: employee only about $202,004 at 4% or $134,669 at 6%; with 50% employer match about $134,669 at 4% or $89,779 at 6%; with 100% employer match about $101,002 at 4% or $67,335 at 6%.
Ion Financial, Mhc 401K Plan-302$19,488,348$2,440,204$8,080iApproximate average salary by contribution assumption: employee only about $202,004 at 4% or $134,669 at 6%; with 50% employer match about $134,669 at 4% or $89,779 at 6%; with 100% employer match about $101,002 at 4% or $67,335 at 6%.
Ion Financial, Mhc Long-Term and Short Term Disability Plan-184---
Ion Financial, Mhc Long-Term and Short Term Disability Plan-193---
Ion Financial, Mhc Long Term Care Plan-187---
Ion Financial, Mhc Short Term Disability Plan-107---
Ion Financial, Mhc Life & Accident Plan-177---
Ion Financial, Mhc Life & Accident Plan-176---
Ion Financial, Mhc Life & Accident Plan-190---
Ion Financial, Mhc Prescription Plan-166---
Ion Financial, Mhc Health Plan-170---
Ion Financial, Mhc Consolidated Health and Welfare Benefits Plan-229---
20156307$16,790,140$1,804,309$5,877iApproximate average salary by contribution assumption: employee only about $146,931 at 4% or $97,954 at 6%; with 50% employer match about $97,954 at 4% or $65,303 at 6%; with 100% employer match about $73,465 at 4% or $48,977 at 6%.
Ion Financial, Mhc 401K Plan-307$16,790,140$1,804,309$5,877iApproximate average salary by contribution assumption: employee only about $146,931 at 4% or $97,954 at 6%; with 50% employer match about $97,954 at 4% or $65,303 at 6%; with 100% employer match about $73,465 at 4% or $48,977 at 6%.
Ion Financial, Mhc Long-Term and Short Term Disability Plan-0---
Ion Financial, Mhc Long Term Care Plan-0---
Ion Financial, Mhc Life & Accident Plan-0---
ION FINANCIAL, MHC DENTAL PLAN-0---
Ion Financial, Mhc Health Plan-0---
20146327$16,667,614$1,887,496$5,772iApproximate average salary by contribution assumption: employee only about $144,304 at 4% or $96,203 at 6%; with 50% employer match about $96,203 at 4% or $64,135 at 6%; with 100% employer match about $72,152 at 4% or $48,101 at 6%.
Ion Financial, Mhc 401K Plan-327$16,667,614$1,887,496$5,772iApproximate average salary by contribution assumption: employee only about $144,304 at 4% or $96,203 at 6%; with 50% employer match about $96,203 at 4% or $64,135 at 6%; with 100% employer match about $72,152 at 4% or $48,101 at 6%.
Ion Financial, Mhc Long-Term and Short Term Disability Plan-188---
Ion Financial, Mhc Long Term Care Plan-184---
Ion Financial, Mhc Life & Accident Plan-189---
ION FINANCIAL, MHC DENTAL PLAN-152---
Ion Financial, Mhc Health Plan-147---
20135292$15,504,599$1,508,889$5,167iApproximate average salary by contribution assumption: employee only about $129,186 at 4% or $86,124 at 6%; with 50% employer match about $86,124 at 4% or $57,416 at 6%; with 100% employer match about $64,593 at 4% or $43,062 at 6%.
Ion Financial, Mhc 401K Plan-292$15,504,599$1,508,889$5,167iApproximate average salary by contribution assumption: employee only about $129,186 at 4% or $86,124 at 6%; with 50% employer match about $86,124 at 4% or $57,416 at 6%; with 100% employer match about $64,593 at 4% or $43,062 at 6%.
Ion Financial, Mhc Long-Term and Short Term Disability Plan-190---
Ion Financial, Mhc Life & Accident Plan-189---
ION FINANCIAL, MHC DENTAL PLAN-157---
Ion Financial, Mhc Health Plan-157---
20121267$12,656,550$1,466,941$5,494iApproximate average salary by contribution assumption: employee only about $137,354 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,677 at 4% or $45,785 at 6%.
Ion Financial, Mhc 401K Plan-267$12,656,550$1,466,941$5,494iApproximate average salary by contribution assumption: employee only about $137,354 at 4% or $91,569 at 6%; with 50% employer match about $91,569 at 4% or $61,046 at 6%; with 100% employer match about $68,677 at 4% or $45,785 at 6%.
20111224$10,058,133$1,382,547$6,172iApproximate average salary by contribution assumption: employee only about $154,302 at 4% or $102,868 at 6%; with 50% employer match about $102,868 at 4% or $68,579 at 6%; with 100% employer match about $77,151 at 4% or $51,434 at 6%.
Ion Financial, Mhc 401K Plan-224$10,058,133$1,382,547$6,172iApproximate average salary by contribution assumption: employee only about $154,302 at 4% or $102,868 at 6%; with 50% employer match about $102,868 at 4% or $68,579 at 6%; with 100% employer match about $77,151 at 4% or $51,434 at 6%.
20101239$9,487,637$1,132,475$4,738iApproximate average salary by contribution assumption: employee only about $118,460 at 4% or $78,973 at 6%; with 50% employer match about $78,973 at 4% or $52,649 at 6%; with 100% employer match about $59,230 at 4% or $39,487 at 6%.
Ion Financial, Mhc 401K Plan-239$9,487,637$1,132,475$4,738iApproximate average salary by contribution assumption: employee only about $118,460 at 4% or $78,973 at 6%; with 50% employer match about $78,973 at 4% or $52,649 at 6%; with 100% employer match about $59,230 at 4% or $39,487 at 6%.
200910$0$0-
NUTMEG FINANCIAL,MHC 401K PLAN-0$0--
20081107$0$0-
NUTMEG FINANCIAL,MHC 401K PLAN-107---
20071100$0$0-
NUTMEG FINANCIAL,MHC 401K PLAN-100---
2006171$460,013$401,659$5,657iApproximate average salary by contribution assumption: employee only about $141,429 at 4% or $94,286 at 6%; with 50% employer match about $94,286 at 4% or $62,857 at 6%; with 100% employer match about $70,715 at 4% or $47,143 at 6%.
NUTMEG FINANCIAL,MHC 401K PLAN-71$460,013$401,659$5,657iApproximate average salary by contribution assumption: employee only about $141,429 at 4% or $94,286 at 6%; with 50% employer match about $94,286 at 4% or $62,857 at 6%; with 100% employer match about $70,715 at 4% or $47,143 at 6%.
200518$17,538$17,430$2,179iApproximate average salary by contribution assumption: employee only about $54,469 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,208 at 6%; with 100% employer match about $27,234 at 4% or $18,156 at 6%.
NUTMEG FINANCIAL, MHC 401K PLAN-8$17,538$17,430$2,179iApproximate average salary by contribution assumption: employee only about $54,469 at 4% or $36,313 at 6%; with 50% employer match about $36,313 at 4% or $24,208 at 6%; with 100% employer match about $27,234 at 4% or $18,156 at 6%.