Menlo Acquisition Corporation — 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, Menlo Acquisition Corporation (EIN 77-0332937) is a plan sponsor located in Parsippany, NJ 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
77-0332937
Location
Parsippany, NJ
Loaded plans
2
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 Menlo Acquisition Corporation

  • 2 loaded plans hold $15.6M in reported assets.
  • The largest, Menlo Acquisition Corporation Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 191 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.6MSummed across loaded plans$15,644,715
Total reported assets$15.6M$15,644,715
Total reported participants191
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.6M total assets
Net assets$15.6MLiabilities$0
Contributions & income
Employer contributions$415K
Participant contributionsNot reported
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$4.1M
Total expenses$4.1M
Net increase / (decrease)-$279.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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

Largest plan share of assets100%Menlo Acquisition Corporation Employee Stock Ownership Plan
Participants per plan96Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 119 participants · 2023
  2. 2
    Plan #501 · 72 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Menlo Acquisition Corporation. Open one for its full reported snapshot.

  1. 2023
    Menlo Acquisition Corporation Flexible Benefits Plan72 participants · 2No schedules
    View filing →
  2. 2023
    Menlo Acquisition Corporation Employee Stock Ownership Plan119 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Menlo Acquisition Corporation report on Form 5500?
Menlo Acquisition Corporation (EIN 77-0332937) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Menlo Acquisition Corporation?
The Employer Identification Number (EIN) reported for Menlo Acquisition Corporation is 77-0332937.
What is the latest Form 5500 filing year for Menlo Acquisition Corporation?
The latest loaded Form 5500 filing year for Menlo Acquisition Corporation is 2023.

Related Form 5500 pages