Mountainheart Community Services, Inc. Profit Sharing Plan — Form 5500 plan (Mountainheart Community Services, Inc.)
Plain-English plan 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, Mountainheart Community Services, Inc. Profit Sharing Plan is a benefit plan reported by Mountainheart Community Services, Inc. under EIN 55-0481419 and plan number 005. The latest loaded filing year is 2023. The filing reports 235 participants and $9,709,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountainheart Community Services, Inc.
- EIN
- 55-0481419
- Plan number
- 005
- Plan type
- 2
- Location
- Oceana, WV
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $9,709,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241011150828NAL0039191184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,709,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,709,913
- Net assets (BOY)
- $8,060,887
Income & contributions
- Employer contributions
- $840,405
- Participant contributions
- $77,453
- Total contributions
- $917,858
- Total income / additions
- $2,240,484
Expenses & distributions
- Benefits paid
- $572,008
- Administrative expenses
- $19,450
- Total expenses
- $591,458
- Net increase / (decrease)
- $1,649,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $61,381 | $1,072 | 2023 |
| Money Concepts Capital Corp | BROKER DEALER | $0 | $34,057 | 2023 |
| John Burdette & Associates | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Triton Services Corporation | AUTHORIZED REPRESENTATIV | $10,411 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountainheart Community Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Oceana, WV
- Nationwide — Schedule C compensation
- Money Concepts Capital Corp — Schedule C compensation
- John Burdette & Associates — Schedule C compensation
- Triton Services Corporation — Schedule C compensation