2023 Form 5500 filing — Montrose Environmental Group 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 20241015130633NAL0028517201001) for Montrose Environmental Group 401(K) Plan, reported by Montrose Environmental Group, Inc. under EIN 46-4195044 and plan number 001. It reports 2,850 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130633NAL0028517201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Montrose Environmental Group, Inc.
- EIN
- 46-4195044
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 2,850
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $156,036,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,036,937
- Employer contributions
- $6,486,101
- Participant contributions
- $15,016,607
- Total income / additions
- $49,380,067
- Benefits paid
- $21,822,258
- Administrative expenses
- $286,018
- Total expenses
- $22,110,039
- Net increase / (decrease)
- $27,270,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $160,472 | $0 |
| Global Retirement Partners, LLC | RETAINED BY EMPLOYER | $106,316 | not reported in the loaded dataset |
| Wright, Ford, Young & Co | AUDITOR | $17,150 | not reported in the loaded dataset |