Original filing (PDF)20230907105242NAL0031998994001

MOUNTAIN COUNSELING & TRAINING

Name: MOUNTAIN COUNSELING & TRAINING — MOUNTAIN COUNSELING RETIREMENT PLAN, Form 5500 (2022)
Creator: MOUNTAIN COUNSELING & TRAINING

Form 5500-SF

FILING_RECEIVED

MOUNTAIN COUNSELING RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN COUNSELING & TRAINING.

Plan sponsor

Name

MOUNTAIN COUNSELING & TRAINING

EIN

27-2704122

Address

340 CA HWY 138 · PO BOX 6300 · CRESTLINE, CA · 92501

Phone

(909) 336-3330

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-03-15

Filed

2023-09-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3J · U.S. plan covering Puerto Rico residents

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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