Monarch Landscape Companies 401(K) Plan — Form 5500 plan (Monarch Landscape Holdings, 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, Monarch Landscape Companies 401(K) Plan is a benefit plan reported by Monarch Landscape Holdings, LLC under EIN 47-3833472 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,540 participants and $13,257,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monarch Landscape Holdings, LLC
- EIN
- 47-3833472
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,540
- End-of-year plan assets
- $13,257,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,540 | H, C | 20241004001235NAL0018366544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,257,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,257,723
- Net assets (BOY)
- $10,691,030
Income & contributions
- Participant contributions
- $1,272,637
- Total contributions
- $1,790,993
- Total income / additions
- $3,684,327
Expenses & distributions
- Benefits paid
- $905,324
- Administrative expenses
- $95,692
- Total expenses
- $1,117,634
- Net increase / (decrease)
- $2,566,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,306 | $0 | 2023 |
| Brighton Jones LLC | ADVISOR | $44,749 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp. | CONSULTANT | $2,637 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monarch Landscape Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Fidelity Investments Institutional — Schedule C compensation
- Brighton Jones LLC — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation