2023 Form 5500 filing — Mountainside Retirement Savings 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 20241015085445NAL0048563568001) for Mountainside Retirement Savings Plan, reported by Mountainside Treatment Center under EIN 27-0334267 and plan number 001. It reports 365 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)$8.4MReported net assets$8,389,304
Participants365
Provider compensation$45.8K2 Schedule C row(s)$45,833
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015085445NAL0048563568001
Plan sponsor
Mountainside Treatment Center
EIN
27-0334267
Plan number
001
Location
Canaan, CT
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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$562.4K
Participant$993.5K
Full reported line items
Total assets (EOY)
$8,389,304
Total liabilities (EOY)
$0
Net assets (EOY)
$8,389,304
Employer contributions
$562,407
Participant contributions
$993,505
Total income / additions
$3,047,585
Benefits paid
$1,768,477
Administrative expenses
$45,833
Total expenses
$1,819,369
Net increase / (decrease)
$1,228,216
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $26.5K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $19.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015085445NAL0048563568001 cover?
It is the 2023 Form 5500 filing for Mountainside Retirement Savings Plan, reported by Mountainside Treatment Center (EIN 27-0334267).
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