2023 Form 5500 filing — Appalachian Mountain Club 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 20241008160008NAL0009872163001) for Appalachian Mountain Club Retirement Plan, reported by Appalachian Mountain Club under EIN 04-6001677 and plan number 003. It reports 719 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)$42.7MReported net assets$42,727,248
Participants719
Provider compensation$4251 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008160008NAL0009872163001
Plan sponsor
Appalachian Mountain Club
EIN
04-6001677
Plan number
003
Location
Boston, MA
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)$42.7M total assets
Net assets$42.7MLiabilities$0
Money in vs. money out
Total income / additions$8.1M
Total expenses$679.7K
Benefits paid / distributions$679.5K
Contributions
Employer$641K
Participant$1.1M
Full reported line items
Total assets (EOY)
$42,727,248
Total liabilities (EOY)
$0
Net assets (EOY)
$42,727,248
Employer contributions
$641,017
Participant contributions
$1,121,564
Total income / additions
$8,124,520
Benefits paid
$679,549
Administrative expenses
$125
Total expenses
$679,674
Net increase / (decrease)
$7,444,846
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$425
    RECORDKEEPER · Direct $425 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008160008NAL0009872163001 cover?
It is the 2023 Form 5500 filing for Appalachian Mountain Club Retirement Plan, reported by Appalachian Mountain Club (EIN 04-6001677).
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