Monnig Global 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Monnig Global)
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, Monnig Global 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Monnig Global under EIN 92-1391419 and plan number 003. The latest loaded filing year is 2023. The filing reports 894 participants and $11,671,600 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monnig Global
- EIN
- 92-1391419
- Plan number
- 003
- Plan type
- 2
- Location
- Glasgow, MO
- Latest filing year
- 2023
- Participants
- 894
- End-of-year plan assets
- $11,671,600
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 894 | H, C | 20241011133633NAL0021953969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,671,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,671,600
- Net assets (BOY)
- $9,682,521
Income & contributions
- Employer contributions
- $684,506
- Participant contributions
- $894,700
- Total contributions
- $1,590,850
- Total income / additions
- $3,579,599
Expenses & distributions
- Benefits paid
- $1,530,514
- Administrative expenses
- $60,006
- Total expenses
- $1,590,520
- Net increase / (decrease)
- $1,989,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,388 | $0 | 2023 |
| Central Trust Company | ADVISOR | $12,266 | not reported in the loaded dataset | 2023 |