Monarch Investment And Management Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Investment And Management Group (EIN 20-1188057) is a plan sponsor located in Franktown, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1188057
Location
Franktown, CO
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Monarch Investment And Management Group

  • 1 loaded plans.
  • Plans cover 1,584 reported participants.
  • 0 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants1.6K1,584
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 1 ()
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Participants per plan1,584Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #501 · 1,584 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Monarch Investment And Management Group. Open one for its full reported snapshot.

  1. 2023
    Monarch Investment And Management Group Health And Welfare Plan1,584 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Monarch Investment And Management Group report on Form 5500?
Monarch Investment And Management Group (EIN 20-1188057) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Monarch Investment And Management Group?
The Employer Identification Number (EIN) reported for Monarch Investment And Management Group is 20-1188057.
What is the latest Form 5500 filing year for Monarch Investment And Management Group?
The latest loaded Form 5500 filing year for Monarch Investment And Management Group is 2023.

Related Form 5500 pages