Montrose Environmental Group 401(K) Plan — Form 5500 plan (Montrose Environmental Group, 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, Montrose Environmental Group 401(K) Plan is a benefit plan reported by Montrose Environmental Group, Inc. under EIN 46-4195044 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,850 participants and $156,036,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montrose Environmental Group, Inc.
- EIN
- 46-4195044
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 2,850
- End-of-year plan assets
- $156,036,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,850 | H, C | 20241015130633NAL0028517201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $156,036,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,036,937
- Net assets (BOY)
- $128,766,909
Income & contributions
- Employer contributions
- $6,486,101
- Participant contributions
- $15,016,607
- Total contributions
- $27,616,445
- Total income / additions
- $49,380,067
Expenses & distributions
- Benefits paid
- $21,822,258
- Administrative expenses
- $286,018
- Total expenses
- $22,110,039
- Net increase / (decrease)
- $27,270,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $160,472 | $0 | 2023 |
| Global Retirement Partners, LLC | RETAINED BY EMPLOYER | $106,316 | not reported in the loaded dataset | 2023 |
| Wright, Ford, Young & Co | AUDITOR | $17,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montrose Environmental Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- John Hancock Retirement Plan Svcs — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Wright, Ford, Young & Co — Schedule C compensation