Monahan Products LLC, 401(K) Profit Sharing Plan Trust — Form 5500 plan (Monahan Products, LLC)
Plain-English plan 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, Monahan Products LLC, 401(K) Profit Sharing Plan Trust is a benefit plan reported by Monahan Products, LLC under EIN 03-0567631 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $10,297,573 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monahan Products, LLC
- EIN
- 03-0567631
- Plan number
- 001
- Plan type
- 2
- Location
- Rockland, MA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $10,297,573
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241008150050NAL0029023488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,297,573
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,297,573
- Net assets (BOY)
- $7,460,236
Income & contributions
- Employer contributions
- $257,622
- Participant contributions
- $1,231,067
- Total contributions
- $1,857,854
- Total income / additions
- $3,342,368
Expenses & distributions
- Benefits paid
- $437,804
- Administrative expenses
- $67,227
- Total expenses
- $505,031
- Net increase / (decrease)
- $2,837,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $21,196 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,894 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $9,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monahan Products, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Rockland, MA
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation