Monte Sano Research Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Monte Sano Research Corporation)
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, Monte Sano Research Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Monte Sano Research Corporation under EIN 27-0649002 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $29,273,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monte Sano Research Corporation
- EIN
- 27-0649002
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $29,273,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241015203400NAL0049709408001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,273,369
- Total liabilities (EOY)
- $120
- Net assets (EOY)
- $29,273,249
- Net assets (BOY)
- $22,512,241
Income & contributions
- Employer contributions
- $2,216,733
- Participant contributions
- $1,312,553
- Total contributions
- $3,859,093
- Total income / additions
- $8,045,262
Expenses & distributions
- Benefits paid
- $1,220,793
- Administrative expenses
- $39,774
- Total expenses
- $1,284,254
- Net increase / (decrease)
- $6,761,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmc Advisors, Inc. | NONE | $37,534 | not reported in the loaded dataset | 2023 |