2023 Form 5500 filing — Monteith Construction Corp. 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 20240822162538NAL0005352321001) for Monteith Construction Corp. 401(K) Plan, reported by Monteith Construction Corp under EIN 98-0190888 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.9MReported net assets$5,892,007
Participants165
Provider compensation$29.6K2 Schedule C row(s)$29,599
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240822162538NAL0005352321001
Plan sponsor
Monteith Construction Corp
EIN
98-0190888
Plan number
001
Location
Wilmington, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$296.6K
Benefits paid / distributions$266.6K
Contributions
Employer$317.8K
Participant$771K
Full reported line items
Total assets (EOY)
$5,892,007
Total liabilities (EOY)
$0
Net assets (EOY)
$5,892,007
Employer contributions
$317,822
Participant contributions
$770,964
Total income / additions
$1,928,219
Benefits paid
$266,633
Administrative expenses
$16,599
Total expenses
$296,564
Net increase / (decrease)
$1,631,655
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $16.6K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $13K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240822162538NAL0005352321001 cover?
It is the 2023 Form 5500 filing for Monteith Construction Corp. 401(K) Plan, reported by Monteith Construction Corp (EIN 98-0190888).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages