Mountain Land Rehabilitation 401(K) Plan — Form 5500 plan (Mountain Land Rehabilitation, 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, Mountain Land Rehabilitation 401(K) Plan is a benefit plan reported by Mountain Land Rehabilitation, LLC under EIN 87-0574059 and plan number 001. The latest loaded filing year is 2023. The filing reports 526 participants and $12,982,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mountain Land Rehabilitation, LLC
- EIN
- 87-0574059
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 526
- End-of-year plan assets
- $12,982,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 526 | H, C | 20240829112947NAL0006405075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,982,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,982,082
- Net assets (BOY)
- $11,014,258
Income & contributions
- Employer contributions
- $320,151
- Participant contributions
- $772,306
- Total contributions
- $1,666,606
- Total income / additions
- $3,661,176
Expenses & distributions
- Benefits paid
- $1,644,037
- Administrative expenses
- $49,315
- Total expenses
- $1,693,352
- Net increase / (decrease)
- $1,967,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | ADVISOR | $28,400 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $10,450 | $0 | 2023 |
| Traveller & Company LLC | PLAN SPONSOR | $5,964 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mountain Land Rehabilitation, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Soltis Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Traveller & Company LLC — Schedule C compensation