Plan5500

Monument, CO Form 5500 retirement and benefit plan filings

City Form 5500 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, Monument, CO has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $56,069,036 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
12
Latest filing year
2023

What stands out in Monument

  • 14 loaded plans hold $56.1M in reported assets across 12 sponsors.
  • The largest, Advisors Asset Management, Inc. 401k Plan, holds 90% of reported Monument plan assets.
  • Plans cover 921 participants — about 66 per plan.
  • 79% of loaded plans report full Schedule H/I financial statements.
  • 7% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$56.1MSummed across loaded plans$56,069,036
Total reported assets$56.1M$56,069,036
Total reported participants921
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$56.1M total assets
Net assets$56.1MLiabilities$0
Contributions & income
Employer contributions$636.3K
Participant contributions$4M
Total income / additions$13.1M
Expenses & distributions
Benefits paid / distributions$3.5M
Total expenses$3.5M
Net increase / (decrease)$9.7M

Data coverage

Plans with financial statements11 / 14 (79%)
Plans with provider compensation1 / 14 (7%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monument, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Monument market comparison

Largest plan share of assets90%Advisors Asset Management, Inc. 401k Plan
Participants per plan66Average across loaded plans
Plan sponsors12
Ranked by reported assets

Largest loaded plans in Monument

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Advisors Asset Management, Inc. 401k Plan$50.7M
    Advisors Asset Management, Inc. · 2023
  2. 2
    Winethirty Properties 401k$2.9M
    Winethirty Properties Incorporated · 2023
  3. 3
    P3 Data Systems Retirement Plan$977.8K
    Data Systems Corp. · 2023
  4. 4
    Fall Mountain Farm Retirement Plan$772.1K
    Fall Mountain Farm Company · 2023
  5. 5
    Blow Me Beautiful, Inc. 401(K) Profit Sharing Plan$391.5K
    Blow Me Beautiful, Inc. · 2023
  6. 6
    F3 Fitness, Inc. 401(K) Profit Sharing Plan$141.2K
    F3 Fitness, Inc. · 2023
  7. 7
    Peak Digital Strategy 401(K) Plan$133.4K
    Peak Digital Strategy, Inc. · 2023
  8. 8
    Dognanigans Inc. Retirement Plan$110.5K
    Dognanigans Inc. · 2023
  9. 9
    Gi2c Holdings, Inc. 401(K) Profit Sharing Plan$0
    Gi2c Holdings, Inc. · 2023
  10. 10
    Kohler Consulting Group, Inc. 401(K) Plan$0
    Kohler Consulting Group, Inc. · 2023
  11. 11
    Prescotts Health And Welfare Benefit Plannot reported in the loaded dataset
    Prescott'S Inc. · 2023
  12. 12
    Gna Ventures, Inc. Retirement Plannot reported in the loaded dataset
    Gna Ventures, Inc. · 2023
  13. 13
    Advisors Asset Management Health Plannot reported in the loaded dataset
    Advisors Asset Management · 2023
  14. 14
    Prescotts Health And Welfare Benefit Plannot reported in the loaded dataset
    Prescott'S Inc. · 2023

Largest plans in Monument → · Monument plans by participants → · Monument plans with financial data → · Monument plans with provider compensation → · $1B+ plans in Monument →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Monument, CO?
14 plan(s) reported by 12 sponsor(s) are loaded for Monument, CO.

Related Form 5500 pages