Card-Monroe Corp. 401(K) Plan — Form 5500 plan (Card-Monroe Corp.)
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, Card-Monroe Corp. 401(K) Plan is a benefit plan reported by Card-Monroe Corp. under EIN 62-1111183 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $19,694,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Card-Monroe Corp.
- EIN
- 62-1111183
- Plan number
- 002
- Plan type
- 2
- Location
- Hixson, TN
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $19,694,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241011134352NAL0043861122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,694,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,694,602
- Net assets (BOY)
- $16,502,693
Income & contributions
- Employer contributions
- $301,760
- Participant contributions
- $873,302
- Total contributions
- $1,213,914
- Total income / additions
- $4,059,461
Expenses & distributions
- Benefits paid
- $836,693
- Administrative expenses
- $30,345
- Total expenses
- $867,552
- Net increase / (decrease)
- $3,191,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $13,178 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $10,947 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,220 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Card-Monroe Corp.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Hixson, TN
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation