2023 Form 5500 filing — Physicianone Urgent Care 401(K) 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 20241012150323NAL0024655521001) for Physicianone Urgent Care 401(K) Plan, reported by Happy Mountains, LLC under EIN 30-0800383 and plan number 001. It reports 582 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)$10.8MReported net assets$10,782,259
Participants582
Provider compensation$35.3K2 Schedule C row(s)$35,287
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012150323NAL0024655521001
Plan sponsor
Happy Mountains, LLC
EIN
30-0800383
Plan number
001
Location
Brookfield, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$768.7K
Benefits paid / distributions$730K
Contributions
Employer$576K
Participant$1.4M
Full reported line items
Total assets (EOY)
$10,782,259
Total liabilities (EOY)
$0
Net assets (EOY)
$10,782,259
Employer contributions
$576,017
Participant contributions
$1,401,356
Total income / additions
$3,575,856
Benefits paid
$729,988
Administrative expenses
$35,287
Total expenses
$768,713
Net increase / (decrease)
$2,807,143
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $23.1K · Indirect $0
  2. 2
    THIRD PARTY ADMINISTRATO · Direct $12.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012150323NAL0024655521001 cover?
It is the 2023 Form 5500 filing for Physicianone Urgent Care 401(K) Plan, reported by Happy Mountains, LLC (EIN 30-0800383).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages