Plan5500

Happy Mountains, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Happy Mountains, LLC (EIN 30-0800383) is a plan sponsor located in Brookfield, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0800383
Location
Brookfield, CT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Happy Mountains, LLC

  • 2 loaded plans hold $10.8M in reported assets.
  • The largest, Physicianone Urgent Care 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 977 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.8MSummed across loaded plans$10,782,259
Total reported assets$10.8M$10,782,259
Total reported participants977
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.8M total assets
Net assets$10.8MLiabilities$0
Contributions & income
Employer contributions$576K
Participant contributions$1.4M
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$730K
Total expenses$768.7K
Net increase / (decrease)$2.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Physicianone Urgent Care 401(K) Plan
Participants per plan489Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Physicianone Urgent Care 401(K) Plan$10.8M
    Plan #001 · 582 participants · 2023
  2. 2
    Happy Mountains LLC Dba Physicianone Urgent Care Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 395 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Happy Mountains, LLC. Open one for its full reported snapshot.

  1. 2023
    Physicianone Urgent Care 401(K) Plan582 participants · 2Sch HSch C
    View filing →
  2. 2023
    Happy Mountains LLC Dba Physicianone Urgent Care Health And Welfare Plan395 participants · 3No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Happy Mountains, LLC report on Form 5500?
Happy Mountains, LLC (EIN 30-0800383) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Happy Mountains, LLC?
The Employer Identification Number (EIN) reported for Happy Mountains, LLC is 30-0800383.
What is the latest Form 5500 filing year for Happy Mountains, LLC?
The latest loaded Form 5500 filing year for Happy Mountains, LLC is 2023.

Related Form 5500 pages