2023 Form 5500 filing — Mountain Projects, Inc. Tax Deferred Annuity 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 20250708124122NAL0003971265001) for Mountain Projects, Inc. Tax Deferred Annuity Plan, reported by Mountain Projects, Inc. under EIN 56-0849092 and plan number 001. It reports 225 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)$3.6MReported net assets$3,596,389
Participants225
Provider compensation$7.7K2 Schedule C row(s)$7,729
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250708124122NAL0003971265001
- Plan sponsor
- Mountain Projects, Inc.
- EIN
- 56-0849092
- Plan number
- 001
- Location
- Waynesville, NC
- 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)$3.6M total assets
Net assets$3.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $3,596,389
- Net assets (EOY)
- $3,596,389
- Employer contributions
- $193,017
- Participant contributions
- $232,508
- Total income / additions
- $1,009,439
- Benefits paid
- $932,924
- Administrative expenses
- $10,236
- Total expenses
- $950,520
- Net increase / (decrease)
- $58,919
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $7,729 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |