2023 Form 5500 filing — Monofrax LLC Union 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240807104629NAL0003440513001) for Monofrax LLC Union 401(K) Plan, reported by Monofrax LLC under EIN 20-8250290 and plan number 002. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807104629NAL0003440513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monofrax LLC
- EIN
- 20-8250290
- Plan number
- 002
- Location
- Falconer, NY
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,956,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,956,447
- Total income / additions
- $912,893
- Benefits paid
- $1,155,777
- Administrative expenses
- $28,068
- Total expenses
- $1,183,845
- Net increase / (decrease)
- -$270,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $22,075 | $0 |
| Fidelity Investments Institutional | INVESTMENT ADVISORY | $13,687 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,233 | $0 |
| Lawley Retirement Advisors, LLC | INVESTMENT ADVISORY | $5,985 | $15 |