2023 Form 5500 filing — Monro, Inc. Pension 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 20250109002608NAL0011686737001) for Monro, Inc. Pension Plan, reported by Monro, Inc. under EIN 16-0838627 and plan number 002. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109002608NAL0011686737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monro, Inc.
- EIN
- 16-0838627
- Plan number
- 002
- Location
- Fairport, NY
- Participants
- 594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,271,703
- Total liabilities (EOY)
- $48,705
- Net assets (EOY)
- $17,222,998
- Total income / additions
- $1,668,720
- Benefits paid
- $1,169,252
- Administrative expenses
- $366,697
- Total expenses
- $1,535,949
- Net increase / (decrease)
- $132,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $92,620 | not reported in the loaded dataset |
| Bpas Actuarial & Pension Services | NONE | $36,185 | not reported in the loaded dataset |
| Westminster Consulting, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Freed Maxick Cpas Pc | NONE | $15,000 | not reported in the loaded dataset |
| Nixon Peabody, LLC | NONE | $1,604 | not reported in the loaded dataset |