Montereau, Inc. 401(K) Plan — Form 5500 plan (Montereau, 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, Montereau, Inc. 401(K) Plan is a benefit plan reported by Montereau, Inc. under EIN 73-1571795 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $5,162,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montereau, Inc.
- EIN
- 73-1571795
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $5,162,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20241015100441NAL0028009857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,162,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,162,293
- Net assets (BOY)
- $5,289,058
Income & contributions
- Employer contributions
- $238,155
- Participant contributions
- $431,599
- Total contributions
- $693,406
- Total income / additions
- $1,459,932
Expenses & distributions
- Benefits paid
- $1,554,315
- Administrative expenses
- $32,382
- Total expenses
- $1,586,697
- Net increase / (decrease)
- -$126,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $20,278 | $0 | 2023 |
| Vista Investment Partners | INVESTMENT ADVISOR | $8,882 | not reported in the loaded dataset | 2023 |
| Beasley & Company | CONTRACT ADMIN | $3,409 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc | CONTACT ADMIN | $1,057 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Montereau, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Vista Investment Partners — Schedule C compensation
- Beasley & Company — Schedule C compensation
- Usi Consulting Group Inc — Schedule C compensation