The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc. — Form 5500 plan (The Mountain Company)
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, The Profit Sharing And Retirement Plan For The Mountain Company And The Laurel Management Group, Inc. is a benefit plan reported by The Mountain Company under EIN 55-0488302 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $48,541,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Mountain Company
- EIN
- 55-0488302
- Plan number
- 001
- Plan type
- 2
- Location
- Vienna, WV
- Latest filing year
- 2023
- Participants
- 440
- End-of-year plan assets
- $48,541,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 440 | H, C | 20241120080459NAL0003419281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,541,861
- Net assets (EOY)
- $48,541,861
- Net assets (BOY)
- $42,407,004
Income & contributions
- Employer contributions
- $1,560,426
- Total contributions
- $1,560,426
- Total income / additions
- $7,225,178
Expenses & distributions
- Benefits paid
- $720,589
- Administrative expenses
- $369,732
- Total expenses
- $1,090,321
- Net increase / (decrease)
- $6,134,857
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ruane Cunniff & Goldfarb Inc. | NOT AFFILIATED | $150,431 | $0 | 2023 |
| Gardner Russo & Quinn LLC | NOT AFFILIATED | $108,719 | not reported in the loaded dataset | 2023 |
| Huntington Bank | RECORDKEEPER | $39,310 | not reported in the loaded dataset | 2023 |
| Johnson Investment Counsel, Inc. | NOT AFFILIATED | $37,317 | not reported in the loaded dataset | 2023 |
| Rea & Associates | NOT AFFILIATED | $16,000 | not reported in the loaded dataset | 2023 |
| Metro Benefits, Inc. | THIRD PARTY ADMINISTRATO | $9,355 | not reported in the loaded dataset | 2023 |
| October Three Consulting | NOT AFFILIATED | $8,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Mountain Company
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Vienna, WV
- Ruane Cunniff & Goldfarb Inc. — Schedule C compensation
- Gardner Russo & Quinn LLC — Schedule C compensation
- Huntington Bank — Schedule C compensation
- Johnson Investment Counsel, Inc. — Schedule C compensation
- Rea & Associates — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- October Three Consulting — Schedule C compensation