2023 Form 5500 filing — West Monroe Partners, 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 20241015184421NAL0030661713001) for West Monroe Partners, Inc. 401(K) Plan, reported by West Monroe Partners, Inc. under EIN 46-1586202 and plan number 001. It reports 2,911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$693.7MReported net assets$693,709,557
Participants2.9K2,911
Provider compensation$278.8K2 Schedule C row(s)$278,826
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015184421NAL0030661713001
- Plan sponsor
- West Monroe Partners, Inc.
- EIN
- 46-1586202
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$693.7M total assets
Net assets$693.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $693,709,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $693,709,557
- Employer contributions
- $6,768,475
- Participant contributions
- $31,896,965
- Total income / additions
- $167,018
- Benefits paid
- $48,136,002
- Administrative expenses
- $279,426
- Total expenses
- $48,428,377
- Net increase / (decrease)
- -$48,261,359
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $222,132 | $0 |
| Bdo Usa P.C | ACCOUNTANT | $56,694 | not reported in the loaded dataset |