Monro, Inc. 401(K) Plan — Form 5500 plan (Monro, Inc.)
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, Monro, Inc. 401(K) Plan is a benefit plan reported by Monro, Inc. under EIN 16-0838627 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,133 participants and $75,454,138 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monro, Inc.
- EIN
- 16-0838627
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 9,133
- End-of-year plan assets
- $75,454,138
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,133 | H, C | 20240711141352NAL0033273922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,454,138
- Total liabilities (EOY)
- $37,653
- Net assets (EOY)
- $75,416,485
- Net assets (BOY)
- $67,337,877
Income & contributions
- Employer contributions
- $2,039,501
- Participant contributions
- $6,030,591
- Total contributions
- $8,474,929
- Total income / additions
- $18,145,842
Expenses & distributions
- Benefits paid
- $9,825,193
- Administrative expenses
- $233,768
- Total expenses
- $10,067,234
- Net increase / (decrease)
- $8,078,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | SERVICE PROVIDER | $211,516 | $0 | 2023 |
| One Digital Topco LLC | CONSULTANT | $30,000 | not reported in the loaded dataset | 2023 |
| Freed Maxick Cpas, P.C. | AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
| Nixon Peabody | CONSULTANT | $7,514 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monro, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Prudential Retirement Insurance And — Schedule C compensation
- One Digital Topco LLC — Schedule C compensation
- Freed Maxick Cpas, P.C. — Schedule C compensation
- Nixon Peabody — Schedule C compensation