2023 Form 5500 filing — Monarch Casino & Resort, Inc. 401k 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 20241014192023NAL0027008305001) for Monarch Casino & Resort, Inc. 401k Plan, reported by Monarch Casino & Resort, Inc. under EIN 88-0300760 and plan number 001. It reports 2,637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192023NAL0027008305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monarch Casino & Resort, Inc.
- EIN
- 88-0300760
- Plan number
- 001
- Location
- Reno, NV
- Participants
- 2,637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,425,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,425,610
- Employer contributions
- $283
- Participant contributions
- $4,190,949
- Total income / additions
- $9,434,277
- Benefits paid
- $4,285,713
- Administrative expenses
- $110,220
- Total expenses
- $4,423,711
- Net increase / (decrease)
- $5,010,566
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,074 | $0 |
| Palisade Investments LLC | ADVISOR | $20,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $15,145 | not reported in the loaded dataset |