Happy Mountains, Llc 401(k) Plan: Login, Facts & Contact Information

Happy Mountains, Llc 401(k) Plan Facts

Plan name
PHYSICIANONE URGENT CARE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HAPPY MOUNTAINS, LLC
Participants
536 (422 active employees)
Former employees with a balance
100
Plan assets
$13,677,713 at Dec 31, 2024
Average account balance
$31,371 across 436 accounts
Employer contributions
$631,043 in plan year 2024 (20% of all contributions)
Recordkeeper
Ameritas Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 2009
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.24 million went into the plan in contributions, $631,043 of it from the employer (20%).
  • $2.00 million was paid out to participants.
  • Investment and other income added $1.72 million.
  • Administrative expenses were $53,514, about $123 per account.

How the Happy Mountains, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019334$4.40 million$295,087$554,377
2020336$5.97 million$150,170$459,120
2021592$8.43 million$490,776$531,520
2022688$7.98 million$551,207$734,315
2023582$10.8 million$576,017$729,988
2024536$13.7 million$631,043$2.00 million

Happy Mountains, Llc 401(k) Contact Information

Phone
203-262-1911
Mailing address
31 OLD RTE 7, BROOKFIELD CT 068041711
Plan sponsor
HAPPY MOUNTAINS, LLC
Employer identification number (EIN)
30-0800383
Plan number
001

Questions about the Happy Mountains, Llc 401(k)

Does Happy Mountains, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $631,043, 20% of all contributions.

Does the Happy Mountains, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Happy Mountains, Llc 401(k) plan?

536 participants at the start of plan year 2024, 422 of them active employees, and 100 former employees who still had money in the plan.

What is the average 401(k) balance at Happy Mountains, Llc?

About $31,371 per account: $13.7 million in plan assets across 436 accounts with a balance at the end of plan year 2024.

Who manages the Happy Mountains, Llc 401(k) accounts?

Ameritas (listed on the filing as AMERITAS LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Happy Mountains, Llc. How do I access my 401(k)?

Your account stays with Ameritas after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 601 WILLIAMS BLVD., RICHLAND, WA, 99352
Headquarter: 33155 GLORIA ROAD, GONZALES, CA, 93926
Headquarter: 2727 NORTH LOOP WEST, HOUSTON, TX, 77008
Headquarter: 7312 PARKWAY DR, HANOVER, MD, 21076
Headquarter: 6000 AMERICAN PARKWAY, MADISON, WI, 537830001