2023 Form 5500 filing — Monarch Lathes 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240507143112NAL0014254771001) for Monarch Lathes 401(K) Plan, reported by Monarch Lathes L.P. under EIN 31-1544352 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240507143112NAL0014254771001
Filing year
2023
Form type
2
Plan sponsor
Monarch Lathes L.P.
EIN
31-1544352
Plan number
001
Location
Sidney, OH
Participants
16
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,441,411
Total liabilities (EOY)
$0
Net assets (EOY)
$4,441,411
Employer contributions
$33,146
Participant contributions
$165,730
Total income / additions
$852,901
Benefits paid
$18,472
Administrative expenses
$3,600
Total expenses
$22,072
Net increase / (decrease)
$830,829
Schedule source
Schedule I

Related Form 5500 pages