Montreux Investments, LLC Profit Sharing Plan — Form 5500 plan (Montreux Investments, 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, Montreux Investments, LLC Profit Sharing Plan is a benefit plan reported by Montreux Investments, LLC under EIN 68-0656032 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $17,943,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montreux Investments, LLC
- EIN
- 68-0656032
- Plan number
- 001
- Plan type
- 2
- Location
- Larchmont, NY
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $17,943,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241014151447NAL0046539280001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $17,943,010
- Net assets (EOY)
- $17,943,010
- Net assets (BOY)
- $16,235,600
Income & contributions
- Employer contributions
- $43,500
- Participant contributions
- $30,000
- Total income / additions
- $2,604,496
Expenses & distributions
- Benefits paid
- $839,333
- Administrative expenses
- $57,753
- Total expenses
- $897,086
- Net increase / (decrease)
- $1,707,410
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.