Monarch Casino & Resort, Inc. 401k Plan — Form 5500 plan (Monarch Casino & Resort, 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, Monarch Casino & Resort, Inc. 401k Plan is a benefit plan reported by Monarch Casino & Resort, Inc. under EIN 88-0300760 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,637 participants and $36,425,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monarch Casino & Resort, Inc.
- EIN
- 88-0300760
- Plan number
- 001
- Plan type
- 2
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 2,637
- End-of-year plan assets
- $36,425,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,637 | H, C | 20241014192023NAL0027008305001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,425,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,425,610
- Net assets (BOY)
- $31,415,044
Income & contributions
- Employer contributions
- $283
- Participant contributions
- $4,190,949
- Total contributions
- $4,562,660
- Total income / additions
- $9,434,277
Expenses & distributions
- Benefits paid
- $4,285,713
- Administrative expenses
- $110,220
- Total expenses
- $4,423,711
- Net increase / (decrease)
- $5,010,566
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $75,074 | $0 | 2023 |
| Palisade Investments LLC | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $15,145 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monarch Casino & Resort, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Fidelity Investments Institutional — Schedule C compensation
- Palisade Investments LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation