2023 Form 5500 filing — New Mountain Capital, LLC 401(K) 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 20241011153831NAL0023133265001) for New Mountain Capital, LLC 401(K) Profit Sharing Plan, reported by New Mountain Capital, LLC under EIN 81-0659915 and plan number 001. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153831NAL0023133265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Mountain Capital, LLC
- EIN
- 81-0659915
- Plan number
- 001
- Location
- New York, NY
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,475,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,475,809
- Employer contributions
- $2,158,510
- Participant contributions
- $3,898,753
- Total income / additions
- $15,254,140
- Benefits paid
- $2,182,776
- Administrative expenses
- $92,006
- Total expenses
- $2,274,782
- Net increase / (decrease)
- $12,979,358
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $37,692 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $26,504 | $0 |
| Rsm Us Llp | AUDITOR | $25,410 | not reported in the loaded dataset |
| The Benefit Practice | CONTRACT ADMIN | $2,400 | $10,000 |