Monroe Medi-Trans, Inc. Employee 401(K) Plan — Form 5500 plan (Monroe Medi-Trans, 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, Monroe Medi-Trans, Inc. Employee 401(K) Plan is a benefit plan reported by Monroe Medi-Trans, Inc. under EIN 16-1043764 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $3,208,778 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monroe Medi-Trans, Inc.
- EIN
- 16-1043764
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
- Participants
- 267
- End-of-year plan assets
- $3,208,778
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241231114949NAL0029143312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,208,778
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,208,778
- Net assets (BOY)
- $2,750,369
Income & contributions
- Employer contributions
- $74,958
- Participant contributions
- $342,443
- Total contributions
- $509,224
- Total income / additions
- $1,034,125
Expenses & distributions
- Benefits paid
- $518,841
- Administrative expenses
- $56,875
- Total expenses
- $575,716
- Net increase / (decrease)
- $458,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Insero & Co., Cpa'S, Llp | NONE | $25,500 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $17,977 | $0 | 2023 |
| Armbruster Capital Management, Inc. | NONE | $13,398 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monroe Medi-Trans, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rochester, NY
- Insero & Co., Cpa'S, Llp — Schedule C compensation
- Epic Retirement Plan Services — Schedule C compensation
- Armbruster Capital Management, Inc. — Schedule C compensation