Civic Intelligence

Mountz Inc.

Plan context: Mountz Inc. 401(K) Profit Sharing Plan & Trust

EIN 94-2625117 • San Jose, CA • 36 filings • 4 plans

1080 N. 11th StreetSan Jose, CA 95112
Current Snapshot

Latest Year

2025

2025 Participants

78

2025 Assets

$12,952,849

2025 Contributions

$3,250,125

Historical Graphs

Total Assets Over Time

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

$18,992,901$9,496,451$0199920142024YearValue
$12,952,849Latest year 2024

Participants Over Time

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

127640199920122024YearValue
78Latest 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
202510$0$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-0---
2024278$12,952,849$3,250,125$41,668iApproximate average salary by contribution assumption: employee only about $1,041,707 at 4% or $694,471 at 6%; with 50% employer match about $694,471 at 4% or $462,981 at 6%; with 100% employer match about $520,853 at 4% or $347,236 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-78$8,322,680$3,250,125$41,668iApproximate average salary by contribution assumption: employee only about $1,041,707 at 4% or $694,471 at 6%; with 50% employer match about $694,471 at 4% or $462,981 at 6%; with 100% employer match about $520,853 at 4% or $347,236 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-0$4,630,169--
20232127$18,992,901$1,153,914$9,086iApproximate average salary by contribution assumption: employee only about $227,148 at 4% or $151,432 at 6%; with 50% employer match about $151,432 at 4% or $100,955 at 6%; with 100% employer match about $113,574 at 4% or $75,716 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-82$14,083,850$200,000$2,439iApproximate average salary by contribution assumption: employee only about $60,976 at 4% or $40,650 at 6%; with 50% employer match about $40,650 at 4% or $27,100 at 6%; with 100% employer match about $30,488 at 4% or $20,325 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-127$4,909,051$953,914$7,511iApproximate average salary by contribution assumption: employee only about $187,778 at 4% or $125,186 at 6%; with 50% employer match about $125,186 at 4% or $83,457 at 6%; with 100% employer match about $93,889 at 4% or $62,593 at 6%.
20222120$9,640,253$970,458$8,087iApproximate average salary by contribution assumption: employee only about $202,179 at 4% or $134,786 at 6%; with 50% employer match about $134,786 at 4% or $89,857 at 6%; with 100% employer match about $101,089 at 4% or $67,393 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-76$5,852,781$200,000$2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-120$3,787,472$770,458$6,420iApproximate average salary by contribution assumption: employee only about $160,512 at 4% or $107,008 at 6%; with 50% employer match about $107,008 at 4% or $71,339 at 6%; with 100% employer match about $80,256 at 4% or $53,504 at 6%.
20212102$8,700,697$907,865$8,901iApproximate average salary by contribution assumption: employee only about $222,516 at 4% or $148,344 at 6%; with 50% employer match about $148,344 at 4% or $98,896 at 6%; with 100% employer match about $111,258 at 4% or $74,172 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-72$4,937,722$200,000$2,778iApproximate average salary by contribution assumption: employee only about $69,444 at 4% or $46,296 at 6%; with 50% employer match about $46,296 at 4% or $30,864 at 6%; with 100% employer match about $34,722 at 4% or $23,148 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-102$3,762,975$707,865$6,940iApproximate average salary by contribution assumption: employee only about $173,496 at 4% or $115,664 at 6%; with 50% employer match about $115,664 at 4% or $77,109 at 6%; with 100% employer match about $86,748 at 4% or $57,832 at 6%.
2020294$8,236,724$867,923$9,233iApproximate average salary by contribution assumption: employee only about $230,831 at 4% or $153,887 at 6%; with 50% employer match about $153,887 at 4% or $102,591 at 6%; with 100% employer match about $115,415 at 4% or $76,944 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-72$5,398,481$210,000$2,917iApproximate average salary by contribution assumption: employee only about $72,917 at 4% or $48,611 at 6%; with 50% employer match about $48,611 at 4% or $32,407 at 6%; with 100% employer match about $36,458 at 4% or $24,306 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-94$2,838,243$657,923$6,999iApproximate average salary by contribution assumption: employee only about $174,980 at 4% or $116,653 at 6%; with 50% employer match about $116,653 at 4% or $77,769 at 6%; with 100% employer match about $87,490 at 4% or $58,327 at 6%.
2019288$6,349,996$631,013$7,171iApproximate average salary by contribution assumption: employee only about $179,265 at 4% or $119,510 at 6%; with 50% employer match about $119,510 at 4% or $79,673 at 6%; with 100% employer match about $89,633 at 4% or $59,755 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-75$4,493,974$50,000$667iApproximate average salary by contribution assumption: employee only about $16,667 at 4% or $11,111 at 6%; with 50% employer match about $11,111 at 4% or $7,407 at 6%; with 100% employer match about $8,333 at 4% or $5,556 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-88$1,856,022$581,013$6,602iApproximate average salary by contribution assumption: employee only about $165,061 at 4% or $110,040 at 6%; with 50% employer match about $110,040 at 4% or $73,360 at 6%; with 100% employer match about $82,530 at 4% or $55,020 at 6%.
2018268$5,359,616$604,436$8,889iApproximate average salary by contribution assumption: employee only about $222,219 at 4% or $148,146 at 6%; with 50% employer match about $148,146 at 4% or $98,764 at 6%; with 100% employer match about $111,110 at 4% or $74,073 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-68$4,319,724$200,000$2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-63$1,039,892$404,436$6,420iApproximate average salary by contribution assumption: employee only about $160,490 at 4% or $106,994 at 6%; with 50% employer match about $106,994 at 4% or $71,329 at 6%; with 100% employer match about $80,245 at 4% or $53,497 at 6%.
2017265$4,913,651$604,030$9,293iApproximate average salary by contribution assumption: employee only about $232,319 at 4% or $154,879 at 6%; with 50% employer match about $154,879 at 4% or $103,253 at 6%; with 100% employer match about $116,160 at 4% or $77,440 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-58$4,180,234$240,000$4,138iApproximate average salary by contribution assumption: employee only about $103,448 at 4% or $68,966 at 6%; with 50% employer match about $68,966 at 4% or $45,977 at 6%; with 100% employer match about $51,724 at 4% or $34,483 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-65$733,417$364,030$5,600iApproximate average salary by contribution assumption: employee only about $140,012 at 4% or $93,341 at 6%; with 50% employer match about $93,341 at 4% or $62,227 at 6%; with 100% employer match about $70,006 at 4% or $46,671 at 6%.
2016266$4,225,280$449,352$6,808iApproximate average salary by contribution assumption: employee only about $170,209 at 4% or $113,473 at 6%; with 50% employer match about $113,473 at 4% or $75,648 at 6%; with 100% employer match about $85,105 at 4% or $56,736 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-66$3,897,119$120,000$1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%.
Mountz Inc. 401(K) Profit Sharing Plan & Trust-59$328,161$329,352$5,582iApproximate average salary by contribution assumption: employee only about $139,556 at 4% or $93,037 at 6%; with 50% employer match about $93,037 at 4% or $62,025 at 6%; with 100% employer match about $69,778 at 4% or $46,519 at 6%.
2015165$3,815,084$200,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-65$3,815,084$200,000$3,077iApproximate average salary by contribution assumption: employee only about $76,923 at 4% or $51,282 at 6%; with 50% employer match about $51,282 at 4% or $34,188 at 6%; with 100% employer match about $38,462 at 4% or $25,641 at 6%.
2014162$3,428,004$270,000$4,355iApproximate average salary by contribution assumption: employee only about $108,871 at 4% or $72,581 at 6%; with 50% employer match about $72,581 at 4% or $48,387 at 6%; with 100% employer match about $54,435 at 4% or $36,290 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-62$3,428,004$270,000$4,355iApproximate average salary by contribution assumption: employee only about $108,871 at 4% or $72,581 at 6%; with 50% employer match about $72,581 at 4% or $48,387 at 6%; with 100% employer match about $54,435 at 4% or $36,290 at 6%.
2013161$3,074,490$360,000$5,902iApproximate average salary by contribution assumption: employee only about $147,541 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,770 at 4% or $49,180 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-61$3,074,490$360,000$5,902iApproximate average salary by contribution assumption: employee only about $147,541 at 4% or $98,361 at 6%; with 50% employer match about $98,361 at 4% or $65,574 at 6%; with 100% employer match about $73,770 at 4% or $49,180 at 6%.
2012158$2,554,973$248,278$4,281iApproximate average salary by contribution assumption: employee only about $107,016 at 4% or $71,344 at 6%; with 50% employer match about $71,344 at 4% or $47,563 at 6%; with 100% employer match about $53,508 at 4% or $35,672 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-58$2,554,973$248,278$4,281iApproximate average salary by contribution assumption: employee only about $107,016 at 4% or $71,344 at 6%; with 50% employer match about $71,344 at 4% or $47,563 at 6%; with 100% employer match about $53,508 at 4% or $35,672 at 6%.
2011156$2,358,885$100,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-56$2,358,885$100,000$1,786iApproximate average salary by contribution assumption: employee only about $44,643 at 4% or $29,762 at 6%; with 50% employer match about $29,762 at 4% or $19,841 at 6%; with 100% employer match about $22,321 at 4% or $14,881 at 6%.
2010156$2,187,261$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-56$2,187,261--
2009147$1,974,261$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-47$1,974,261--
2008145$0$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-45---
2007148$0$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-48---
2006155$2,506,757$60,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-55$2,506,757$60,000$1,091iApproximate average salary by contribution assumption: employee only about $27,273 at 4% or $18,182 at 6%; with 50% employer match about $18,182 at 4% or $12,121 at 6%; with 100% employer match about $13,636 at 4% or $9,091 at 6%.
2005167$2,341,788$60,000$896iApproximate average salary by contribution assumption: employee only about $22,388 at 4% or $14,925 at 6%; with 50% employer match about $14,925 at 4% or $9,950 at 6%; with 100% employer match about $11,194 at 4% or $7,463 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-67$2,341,788$60,000$896iApproximate average salary by contribution assumption: employee only about $22,388 at 4% or $14,925 at 6%; with 50% employer match about $14,925 at 4% or $9,950 at 6%; with 100% employer match about $11,194 at 4% or $7,463 at 6%.
2004162$2,713,112$120,000$1,935iApproximate average salary by contribution assumption: employee only about $48,387 at 4% or $32,258 at 6%; with 50% employer match about $32,258 at 4% or $21,505 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-62$2,713,112$120,000$1,935iApproximate average salary by contribution assumption: employee only about $48,387 at 4% or $32,258 at 6%; with 50% employer match about $32,258 at 4% or $21,505 at 6%; with 100% employer match about $24,194 at 4% or $16,129 at 6%.
2003157$2,538,620$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-57$2,538,620--
2002162$0$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-62---
2001172$0$0-
Mountz Inc. Employee Stock Ownership Plan and Trust-72---
2000178$3,362,228$232,382$2,979iApproximate average salary by contribution assumption: employee only about $74,481 at 4% or $49,654 at 6%; with 50% employer match about $49,654 at 4% or $33,103 at 6%; with 100% employer match about $37,241 at 4% or $24,827 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-78$3,362,228$232,382$2,979iApproximate average salary by contribution assumption: employee only about $74,481 at 4% or $49,654 at 6%; with 50% employer match about $49,654 at 4% or $33,103 at 6%; with 100% employer match about $37,241 at 4% or $24,827 at 6%.
1999174$3,264,454$42,000$568iApproximate average salary by contribution assumption: employee only about $14,189 at 4% or $9,459 at 6%; with 50% employer match about $9,459 at 4% or $6,306 at 6%; with 100% employer match about $7,095 at 4% or $4,730 at 6%.
Mountz Inc. Employee Stock Ownership Plan and Trust-74$3,264,454$42,000$568iApproximate average salary by contribution assumption: employee only about $14,189 at 4% or $9,459 at 6%; with 50% employer match about $9,459 at 4% or $6,306 at 6%; with 100% employer match about $7,095 at 4% or $4,730 at 6%.