2023 Form 5500 filing — Mount Aloysius Corporation 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 20241014081604NAL0014636003001) for Mount Aloysius Corporation Retirement Plan, reported by Mount Aloysius Corporation under EIN 31-1432284 and plan number 001. It reports 183 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)$1.7MReported net assets$1,683,821
Participants183
Provider compensation$9.2K1 Schedule C row(s)$9,241
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014081604NAL0014636003001
- Plan sponsor
- Mount Aloysius Corporation
- EIN
- 31-1432284
- Plan number
- 001
- Location
- New Lexington, OH
- Received date
- not reported in the loaded dataset
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,683,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,683,821
- Participant contributions
- $75,286
- Total income / additions
- $298,583
- Benefits paid
- $75,772
- Administrative expenses
- $10,191
- Total expenses
- $85,963
- Net increase / (decrease)
- $212,620
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park National Bank | NONE | $9,241 | not reported in the loaded dataset |