Mount Aloysius Corporation Retirement Plan — Form 5500 plan (Mount Aloysius Corporation)
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, Mount Aloysius Corporation Retirement Plan is a benefit plan reported by Mount Aloysius Corporation under EIN 31-1432284 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $1,683,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mount Aloysius Corporation
- EIN
- 31-1432284
- Plan number
- 001
- Plan type
- 2
- Location
- New Lexington, OH
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $1,683,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241014081604NAL0014636003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,683,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,683,821
- Net assets (BOY)
- $1,471,201
Income & contributions
- Participant contributions
- $75,286
- Total contributions
- $75,286
- Total income / additions
- $298,583
Expenses & distributions
- Benefits paid
- $75,772
- Administrative expenses
- $10,191
- Total expenses
- $85,963
- Net increase / (decrease)
- $212,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park National Bank | NONE | $9,241 | not reported in the loaded dataset | 2023 |