Monroe Capital LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Monroe Capital 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, Monroe Capital LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Monroe Capital LLC under EIN 20-1790541 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $30,914,165 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monroe Capital LLC
- EIN
- 20-1790541
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $30,914,165
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20240923041103NAL0011017665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,914,165
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,914,165
- Net assets (BOY)
- $22,470,294
Income & contributions
- Employer contributions
- $1,432,016
- Participant contributions
- $3,296,494
- Total contributions
- $4,975,728
- Total income / additions
- $9,993,909
Expenses & distributions
- Benefits paid
- $1,456,700
- Administrative expenses
- $93,338
- Total expenses
- $1,550,038
- Net increase / (decrease)
- $8,443,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | SERVICE PROVIDER | $0 | $50,000 | 2023 |
| Ascensus C/O Futureplan | THIRD PARTY ADMINISTRATO | $0 | $23,452 | 2023 |