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MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 401k Plan overview

Plan NameMOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN
Plan identification number 001

MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

RICHARD C. MOUNTAIN has sponsored the creation of one or more 401k plans.

Company Name:RICHARD C. MOUNTAIN
Employer identification number (EIN):311018880
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01RICHARD C. MOUNTAIN2020-10-14 RICHARD C. MOUNTAIN2020-10-14
0012018-01-01RICHARD C. MOUNTAIN2019-10-03 RICHARD C. MOUNTAIN2019-10-03
0012018-01-01RICHARD C. MOUNTAIN2019-10-03 RICHARD C. MOUNTAIN2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD C. MOUNTAIN
0012011-01-01RICHARD C. MOUNTAIN
0012009-01-01RICHARD C. MOUNTAIN

Plan Statistics for MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN

401k plan membership statisitcs for MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2022: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Number of participants with account balances2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN

Measure Date Value
2022 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$6,748
Total plan assets at end of year2022-12-31$199,538
Total plan assets at beginning of year2022-12-31$192,790
Other income received2022-12-31$6,748
Net income (gross income less expenses)2022-12-31$6,748
Net plan assets at end of year (total assets less liabilities)2022-12-31$199,538
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$192,790
2021 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$6,519
Total plan assets at end of year2021-12-31$192,790
Total plan assets at beginning of year2021-12-31$186,271
Other income received2021-12-31$6,519
Net income (gross income less expenses)2021-12-31$6,519
Net plan assets at end of year (total assets less liabilities)2021-12-31$192,790
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$186,271
2020 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$6,299
Total plan assets at end of year2020-12-31$186,271
Total plan assets at beginning of year2020-12-31$179,972
Other income received2020-12-31$6,299
Net income (gross income less expenses)2020-12-31$6,299
Net plan assets at end of year (total assets less liabilities)2020-12-31$186,271
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$179,972
2019 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$6,086
Total plan assets at end of year2019-12-31$179,972
Total plan assets at beginning of year2019-12-31$173,886
Other income received2019-12-31$6,086
Net income (gross income less expenses)2019-12-31$6,086
Net plan assets at end of year (total assets less liabilities)2019-12-31$179,972
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$173,886
2018 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$5,881
Total plan assets at end of year2018-12-31$173,886
Total plan assets at beginning of year2018-12-31$168,005
Other income received2018-12-31$5,881
Net income (gross income less expenses)2018-12-31$5,881
Net plan assets at end of year (total assets less liabilities)2018-12-31$173,886
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$168,005
2017 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$5,681
Total plan assets at end of year2017-12-31$168,005
Total plan assets at beginning of year2017-12-31$162,324
Other income received2017-12-31$5,681
Net income (gross income less expenses)2017-12-31$5,681
Net plan assets at end of year (total assets less liabilities)2017-12-31$168,005
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$162,324
2016 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$5,489
Total plan assets at end of year2016-12-31$162,324
Total plan assets at beginning of year2016-12-31$156,835
Other income received2016-12-31$5,489
Net income (gross income less expenses)2016-12-31$5,489
Net plan assets at end of year (total assets less liabilities)2016-12-31$162,324
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$156,835
2015 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$5,304
Total plan assets at end of year2015-12-31$156,835
Total plan assets at beginning of year2015-12-31$151,531
Other income received2015-12-31$5,304
Net income (gross income less expenses)2015-12-31$5,304
Net plan assets at end of year (total assets less liabilities)2015-12-31$156,835
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$151,531
2014 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$5,124
Total plan assets at end of year2014-12-31$151,531
Total plan assets at beginning of year2014-12-31$146,407
Other income received2014-12-31$5,124
Net income (gross income less expenses)2014-12-31$5,124
Net plan assets at end of year (total assets less liabilities)2014-12-31$151,531
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$146,407
2013 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$4,951
Total plan assets at end of year2013-12-31$146,407
Total plan assets at beginning of year2013-12-31$141,456
Other income received2013-12-31$4,951
Net income (gross income less expenses)2013-12-31$4,951
Net plan assets at end of year (total assets less liabilities)2013-12-31$146,407
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$141,456
2012 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$4,783
Total plan assets at end of year2012-12-31$141,456
Total plan assets at beginning of year2012-12-31$136,672
Other income received2012-12-31$4,783
Net income (gross income less expenses)2012-12-31$4,783
Net plan assets at end of year (total assets less liabilities)2012-12-31$141,456
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$136,672
2011 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$22,583
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$4,256
Total plan assets at end of year2011-12-31$136,672
Total plan assets at beginning of year2011-12-31$154,999
Other income received2011-12-31$4,256
Net income (gross income less expenses)2011-12-31$4,256
Net plan assets at end of year (total assets less liabilities)2011-12-31$136,672
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$154,999
2010 : MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$96,025
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$9,347
Total plan assets at end of year2010-12-31$154,999
Total plan assets at beginning of year2010-12-31$241,677
Other income received2010-12-31$9,347
Net income (gross income less expenses)2010-12-31$9,347
Net plan assets at end of year (total assets less liabilities)2010-12-31$154,999
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$241,677

Form 5500 Responses for MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN

2022: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MOUNTAIN INSURANCE AGENCY SELF-EMPLOYED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number899708
Policy instance 1
Insurance contract or identification number899708
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number899708
Policy instance 1
Insurance contract or identification number899708
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number899708
Policy instance 1
Insurance contract or identification number899708
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number899708
Policy instance 1
Insurance contract or identification number899708
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number899708
Policy instance 1
Insurance contract or identification number899708
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )
Policy contract number899708
Policy instance 1
Insurance contract or identification number899708
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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