West Monroe Partners, Inc. 401(K) Plan — Form 5500 plan (West Monroe Partners, 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, West Monroe Partners, Inc. 401(K) Plan is a benefit plan reported by West Monroe Partners, Inc. under EIN 46-1586202 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,911 participants and $693,709,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Monroe Partners, Inc.
EIN
46-1586202
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
2,911
End-of-year plan assets
$693,709,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,911H, C20241015184421NAL0030661713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$693,709,557
Total liabilities (EOY)
$0
Net assets (EOY)
$693,709,557
Net assets (BOY)
$741,970,916

Income & contributions

Employer contributions
$6,768,475
Participant contributions
$31,896,965
Total contributions
$43,724,718
Total income / additions
$167,018

Expenses & distributions

Benefits paid
$48,136,002
Administrative expenses
$279,426
Total expenses
$48,428,377
Net increase / (decrease)
-$48,261,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$222,132$02023
Bdo Usa P.CACCOUNTANT$56,694not reported in the loaded dataset2023

Related Form 5500 pages