Card-Monroe Corp. — 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, Card-Monroe Corp. (EIN 62-1111183) is a plan sponsor located in Hixson, TN with 2 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
62-1111183
Location
Hixson, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,694,602
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,694,602

Contributions & income

Employer contributions
$301,760
Participant contributions
$873,302
Total income / additions
$4,059,461

Expenses & distributions

Benefits paid / distributions
$836,693
Total expenses
$867,552
Net increase / (decrease)
$3,191,909

Coverage

Total reported participants
366
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Card-Monroe Corp. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Card-Monroe Corp. 401(K) Plan002214$19,694,6022023
Card-Monroe Corp. Employee Benefits Plan501152not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Card-Monroe Corp.
YearPlanParticipantsSchedulesFiling
2023Card-Monroe Corp. Employee Benefits Plan15220240515093645NAL0021592835001
2023Card-Monroe Corp. 401(K) Plan214H, C20241011134352NAL0043861122001

Related Form 5500 pages