Plan5500

Monofrax LLC Union 401(K) Plan — Form 5500 plan (Monofrax 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, Monofrax LLC Union 401(K) Plan is a benefit plan reported by Monofrax LLC under EIN 20-8250290 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $6,798,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monofrax LLC
EIN
20-8250290
Plan number
002
Plan type
2
Location
Falconer, NY
Latest filing year
2023
Participants
145
End-of-year plan assets
$6,798,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240807104629NAL0003440513001
2023135H, C20251016155344NAL0008431408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,956,447
Total liabilities (EOY)
$0
Net assets (EOY)
$5,956,447
Net assets (BOY)
$6,227,399

Income & contributions

Total contributions
$0
Total income / additions
$912,893

Expenses & distributions

Benefits paid
$1,155,777
Administrative expenses
$28,068
Total expenses
$1,183,845
Net increase / (decrease)
-$270,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$22,075$02023
Fidelity Investments InstitutionalINVESTMENT ADVISORY$13,687$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$12,233$02023
Lawley Retirement Advisors, LLCINVESTMENT ADVISORY$5,985$152023

Related Form 5500 pages