2023 Form 5500 filing — Monster Energy Company 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 20240905174223NAL0000031681001) for Monster Energy Company 401 K Plan, reported by Monster Beverage Corporation under EIN 47-1809393 and plan number 001. It reports 3,733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905174223NAL0000031681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monster Beverage Corporation
- EIN
- 47-1809393
- Plan number
- 001
- Location
- Corona, CA
- Participants
- 3,733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $213,164,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $213,164,496
- Employer contributions
- $9,053,719
- Participant contributions
- $21,280,796
- Total income / additions
- $60,429,804
- Benefits paid
- $8,647,110
- Administrative expenses
- $408,813
- Total expenses
- $9,074,050
- Net increase / (decrease)
- $51,355,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $333,438 | $0 |
| Actuarial Benefits Corp | ADMINISTRATOR | $75,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |