2023 Form 5500 filing — The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc.
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 20241120080459NAL0003419281001) for The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc., reported by The Mountain Company under EIN 55-0488302 and plan number 001. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241120080459NAL0003419281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mountain Company
- EIN
- 55-0488302
- Plan number
- 001
- Location
- Vienna, WV
- Participants
- 440
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,541,861
- Net assets (EOY)
- $48,541,861
- Employer contributions
- $1,560,426
- Total income / additions
- $7,225,178
- Benefits paid
- $720,589
- Administrative expenses
- $369,732
- Total expenses
- $1,090,321
- Net increase / (decrease)
- $6,134,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ruane Cunniff & Goldfarb Inc. | NOT AFFILIATED | $150,431 | $0 |
| Gardner Russo & Quinn LLC | NOT AFFILIATED | $108,719 | not reported in the loaded dataset |
| Huntington Bank | RECORDKEEPER | $39,310 | not reported in the loaded dataset |
| Johnson Investment Counsel, Inc. | NOT AFFILIATED | $37,317 | not reported in the loaded dataset |
| Rea & Associates | NOT AFFILIATED | $16,000 | not reported in the loaded dataset |
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $9,355 | not reported in the loaded dataset |
| October Three Consulting | NOT AFFILIATED | $8,600 | not reported in the loaded dataset |