New Mountain Capital, LLC 401(K) Profit Sharing Plan — Form 5500 plan (New Mountain Capital, LLC)
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, New Mountain Capital, LLC 401(K) Profit Sharing Plan is a benefit plan reported by New Mountain Capital, LLC under EIN 81-0659915 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $58,475,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Mountain Capital, LLC
- EIN
- 81-0659915
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $58,475,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20241011153831NAL0023133265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,475,809
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,475,809
- Net assets (BOY)
- $45,496,451
Income & contributions
- Employer contributions
- $2,158,510
- Participant contributions
- $3,898,753
- Total contributions
- $6,508,835
- Total income / additions
- $15,254,140
Expenses & distributions
- Benefits paid
- $2,182,776
- Administrative expenses
- $92,006
- Total expenses
- $2,274,782
- Net increase / (decrease)
- $12,979,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | ADVISOR | $37,692 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $26,504 | $0 | 2023 |
| Rsm Us Llp | AUDITOR | $25,410 | not reported in the loaded dataset | 2023 |
| The Benefit Practice | CONTRACT ADMIN | $2,400 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Mountain Capital, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- The Benefit Practice — Schedule C compensation