2023 Form 5500 filing — Monogram Food Solutions 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 20241014160513NAL0046740144001) for Monogram Food Solutions 401(K) Plan, reported by Monogram Management Services, Inc. under EIN 45-3115232 and plan number 001. It reports 3,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160513NAL0046740144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monogram Management Services, Inc.
- EIN
- 45-3115232
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 3,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,358,026
- Net assets (EOY)
- $52,358,026
- Employer contributions
- $3,689,916
- Participant contributions
- $6,333,237
- Total income / additions
- $18,187,623
- Benefits paid
- $7,373,784
- Administrative expenses
- $276,401
- Total expenses
- $7,651,522
- Net increase / (decrease)
- $10,536,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $276,401 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORY | $55,000 | not reported in the loaded dataset |
| Burleigh Consulting Group | TPA | $41,222 | not reported in the loaded dataset |
| Banks, Finley, White | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset |