Mountainone Financial, INC. DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Mountainone Financial, INC.
  • Sponsor EIN: 364495073
  • Sponsor Address: 93 MAIN STREET, NORTH ADAMS, MA, 01247
  • Plan Type: DB
  • Plan Number: 001
  • Total Participants: 32
  • Total Assets: $23.8M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202332$23.8M$1.0M$0
202233$19.6M$0$0

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