Monarch Litho, Inc. Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Monarch Litho, 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 Litho, Inc. Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Monarch Litho, Inc. under EIN 95-3324101 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $7,239,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monarch Litho, Inc.
EIN
95-3324101
Plan number
001
Plan type
2
Location
Montebello, CA
Latest filing year
2023
Participants
171
End-of-year plan assets
$7,239,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20241112163455NAL0010035507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,239,830
Total liabilities (EOY)
$0
Net assets (EOY)
$7,239,830
Net assets (BOY)
$6,923,688

Income & contributions

Participant contributions
$168,992
Total contributions
$168,992
Total income / additions
$1,066,215

Expenses & distributions

Benefits paid
$733,563
Administrative expenses
$16,510
Total expenses
$750,073
Net increase / (decrease)
$316,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance Co.NONE$80$38,8702023
Claraphi Advisory NetworkNONE$0$9,6992023
Kobo Wealth ConservancyNONE$6,291not reported in the loaded dataset2023

Related Form 5500 pages