2023 Form 5500 filing — Mountainheart Community Services, Inc. Profit Sharing 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 20241011150828NAL0039191184001) for Mountainheart Community Services, Inc. Profit Sharing Plan, reported by Mountainheart Community Services, Inc. under EIN 55-0481419 and plan number 005. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150828NAL0039191184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mountainheart Community Services, Inc.
- EIN
- 55-0481419
- Plan number
- 005
- Location
- Oceana, WV
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,709,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,709,913
- Employer contributions
- $840,405
- Participant contributions
- $77,453
- Total income / additions
- $2,240,484
- Benefits paid
- $572,008
- Administrative expenses
- $19,450
- Total expenses
- $591,458
- Net increase / (decrease)
- $1,649,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $61,381 | $1,072 |
| Money Concepts Capital Corp | BROKER DEALER | $0 | $34,057 |
| John Burdette & Associates | AUDITOR | $16,500 | not reported in the loaded dataset |
| Triton Services Corporation | AUTHORIZED REPRESENTATIV | $10,411 | $0 |