2023 Form 5500 filing — Mti Retirement & 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 20240926075752NAL0000356897001) for Mti Retirement & 401(K) Plan, reported by Monterey Technologies, Inc. under EIN 77-0032872 and plan number 001. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240926075752NAL0000356897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Technologies, Inc.
- EIN
- 77-0032872
- Plan number
- 001
- Location
- Park City, UT
- Participants
- 63
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,295,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,295,831
- Employer contributions
- $450,987
- Participant contributions
- $550,216
- Total income / additions
- $1,915,208
- Benefits paid
- $280,507
- Administrative expenses
- $7,450
- Total expenses
- $287,957
- Net increase / (decrease)
- $1,627,251
- Schedule source
- Schedule I