2023 Form 5500 filing — Menard, Inc. 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 20241011085213NAL0022443249001) for Menard, Inc. 401(K) Plan, reported by Menard, Inc. under EIN 39-0989248 and plan number 002. It reports 50,999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011085213NAL0022443249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Menard, Inc.
- EIN
- 39-0989248
- Plan number
- 002
- Location
- Eau Claire, WI
- Participants
- 50,999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $246,592,587
- Total liabilities (EOY)
- $1,459,321
- Net assets (EOY)
- $245,133,266
- Participant contributions
- $23,401,095
- Total income / additions
- $63,253,421
- Benefits paid
- $15,260,105
- Administrative expenses
- $477,555
- Total expenses
- $17,196,981
- Net increase / (decrease)
- $46,056,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $437,555 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | NONE | $40,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |