2023 Form 5500 filing — Mountain Park Health Center Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003083935NAL0017341728001) for Mountain Park Health Center Retirement Plan, reported by Mountain Park Health Center under EIN 86-0498020 and plan number 001. It reports 848 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$40.7MReported net assets$40,653,394
Participants848
Provider compensation$44.4K2 Schedule C row(s)$44,365
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003083935NAL0017341728001
Plan sponsor
Mountain Park Health Center
EIN
86-0498020
Plan number
001
Location
Phoenix, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$40.7M total assets
Net assets$40.7MLiabilities$0
Money in vs. money out
Total income / additions$10.1M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$707.2K
Participant$3.3M
Full reported line items
Total assets (EOY)
$40,653,394
Total liabilities (EOY)
$0
Net assets (EOY)
$40,653,394
Employer contributions
$707,210
Participant contributions
$3,298,454
Total income / additions
$10,077,627
Benefits paid
$2,040,113
Administrative expenses
$45,932
Total expenses
$2,086,151
Net increase / (decrease)
$7,991,476
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Tiaa$40K
    NONE · Direct $40K · Indirect $0
  2. 2
    NONE · Direct $4.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003083935NAL0017341728001 cover?
It is the 2023 Form 5500 filing for Mountain Park Health Center Retirement Plan, reported by Mountain Park Health Center (EIN 86-0498020).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages