How many benefit plans does Moneytree, Inc. report on Form 5500?

Moneytree, Inc. (EIN 91-1218621) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Moneytree, Inc.?

The Employer Identification Number (EIN) reported for Moneytree, Inc. is 91-1218621.

What is the latest Form 5500 filing year for Moneytree, Inc.?

The latest loaded Form 5500 filing year for Moneytree, Inc. is 2023.

Moneytree, Inc. — 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, Moneytree, Inc. (EIN 91-1218621) is a plan sponsor located in Renton, WA 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: 91-1218621
Location: Renton, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $28,890,050
Total reported liabilities (EOY): $8,938
Total reported net assets (EOY): $28,881,112

Contributions & income

Employer contributions: $1,381
Participant contributions: $926,176
Total income / additions: $5,062,168

Expenses & distributions

Benefits paid / distributions: $876,538
Total expenses: $994,356
Net increase / (decrease): $4,067,812

Coverage

Total reported participants: 1,161
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

Moneytree, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Moneytree, Inc. Profit Sharing And 401(K) Plan	001	727	$28,890,050	2023
Moneytree, Inc. Health & Welfare Plan	501	434	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Moneytree, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Moneytree, Inc. Profit Sharing And 401(K) Plan	727	H, C	20240905133700NAL0021601665001
2023	Moneytree, Inc. Health & Welfare Plan	434	—	20250507143303NAL0017038496001