Montereau, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Montereau, Inc. (EIN 73-1571795) is a plan sponsor located in Tulsa, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
73-1571795
Location
Tulsa, OK
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,162,293
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,162,293

Contributions & income

Employer contributions
$238,155
Participant contributions
$431,599
Total income / additions
$1,459,932

Expenses & distributions

Benefits paid / distributions
$1,554,315
Total expenses
$1,586,697
Net increase / (decrease)
-$126,765

Coverage

Total reported participants
555
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Montereau, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Montereau, Inc. 401(K) Plan001384$5,162,2932023
Montereau, Inc. Welfare Benefit Plan501171not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Montereau, Inc.
YearPlanParticipantsSchedulesFiling
2023Montereau, Inc. 401(K) Plan384H, C20241015100441NAL0028009857001
2023Montereau, Inc. Welfare Benefit Plan17120250124093957NAL0007500465001

Related Form 5500 pages