Monroe Truck Equipment, Inc. Profit Sharing And Savings Plan — Form 5500 plan (Monroe Truck Equipment, 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 Truck Equipment, Inc. Profit Sharing And Savings Plan is a benefit plan reported by Monroe Truck Equipment, Inc. under EIN 39-1133073 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,074 participants and $51,378,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monroe Truck Equipment, Inc.
- EIN
- 39-1133073
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, WI
- Latest filing year
- 2023
- Participants
- 1,074
- End-of-year plan assets
- $51,378,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,074 | H, C | 20241007131355NAL0016098417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,378,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,378,094
- Net assets (BOY)
- $47,140,888
Income & contributions
- Employer contributions
- $1,123,466
- Participant contributions
- $2,956,311
- Total contributions
- $4,114,621
- Total income / additions
- $11,600,078
Expenses & distributions
- Benefits paid
- $7,173,248
- Administrative expenses
- $107,360
- Total expenses
- $7,362,872
- Net increase / (decrease)
- $4,237,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,986 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,403 | not reported in the loaded dataset | 2023 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $16,971 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monroe Truck Equipment, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Monroe, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Spectrum Investment Advisors Inc — Schedule C compensation