Monin, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Monin, 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, Monin, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Monin, Inc. under EIN 59-3160757 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $25,359,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monin, Inc.
- EIN
- 59-3160757
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 356
- End-of-year plan assets
- $25,359,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20241003114400NAL0010492433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,359,547
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,359,547
- Net assets (BOY)
- $19,689,797
Income & contributions
- Employer contributions
- $825,074
- Participant contributions
- $1,993,573
- Total contributions
- $2,865,446
- Total income / additions
- $6,401,311
Expenses & distributions
- Benefits paid
- $726,271
- Administrative expenses
- $5,290
- Total expenses
- $731,561
- Net increase / (decrease)
- $5,669,750
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $10,408 | $0 | 2023 |
| Allianz | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Bny Mellon | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Dodge & Cox Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Oakmark Funds | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monin, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Allianz — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Dodge & Cox Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Oakmark Funds — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation