2023 Form 5500 filing — Monarch Litho, Inc. Profit Sharing 401(K) Plan & Trust
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 20241112163455NAL0010035507001) for Monarch Litho, Inc. Profit Sharing 401(K) Plan & Trust, reported by Monarch Litho, Inc. under EIN 95-3324101 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112163455NAL0010035507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monarch Litho, Inc.
- EIN
- 95-3324101
- Plan number
- 001
- Location
- Montebello, CA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,239,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,239,830
- Participant contributions
- $168,992
- Total income / additions
- $1,066,215
- Benefits paid
- $733,563
- Administrative expenses
- $16,510
- Total expenses
- $750,073
- Net increase / (decrease)
- $316,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co. | NONE | $80 | $38,870 |
| Claraphi Advisory Network | NONE | $0 | $9,699 |
| Kobo Wealth Conservancy | NONE | $6,291 | not reported in the loaded dataset |