Monterey Peninsula Engineering Retirement Savings Plan — Form 5500 plan (Monterey Peninsula Engineering)
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, Monterey Peninsula Engineering Retirement Savings Plan is a benefit plan reported by Monterey Peninsula Engineering under EIN 94-2697245 and plan number 002. The latest loaded filing year is 2023. The filing reports 244 participants and $21,245,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monterey Peninsula Engineering
- EIN
- 94-2697245
- Plan number
- 002
- Plan type
- 2
- Location
- Marina, CA
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $21,245,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241011101124NAL0043912322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,245,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,245,668
- Net assets (BOY)
- $19,046,903
Income & contributions
- Employer contributions
- $1,224,249
- Participant contributions
- $296,107
- Total contributions
- $1,520,356
- Total income / additions
- $4,573,427
Expenses & distributions
- Benefits paid
- $2,246,837
- Administrative expenses
- $127,825
- Total expenses
- $2,374,662
- Net increase / (decrease)
- $2,198,765
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beneco Systems, LLC | NONE | $115,325 | not reported in the loaded dataset | 2023 |
| Farber Hass Hurley Llp | NONE | $12,500 | $0 | 2023 |