Catamount Management Corporation 401(K) Plan — Form 5500 plan (Catamount Management Corporation)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Catamount Management Corporation 401(K) Plan is a benefit plan reported by Catamount Management Corporation under EIN 04-3024784 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $13,588,446 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$13.6MPlan net assets, end of year$13,588,446
Participants33Covered participants reported
Assets / participant$411.8KComputed: assets ÷ participants$411,771 (computed)
Provider compensationNone reported
Plan sponsor
Catamount Management Corporation
EIN
04-3024784
Plan number
001
Plan type
2
Location
Lynnfield, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333I20240612155625NAL0015947747001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$13.6M total assets
Net assets$13.6MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$114K
Benefits paid / distributions$113.3K
Contributions
Employer$87.7K
Participant$389.2K
Full reported line items

Net assets

Total assets (EOY)
$13,588,446
Total liabilities (EOY)
$0
Net assets (EOY)
$13,588,446
Net assets (BOY)
$11,241,477

Income & contributions

Employer contributions
$87,692
Participant contributions
$389,186
Total income / additions
$2,460,987

Expenses & distributions

Benefits paid
$113,311
Administrative expenses
$707
Total expenses
$114,018
Net increase / (decrease)
$2,346,969
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income5%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages