2023 Form 5500 filing — Monterey Mills 401(K) Retirement Plan For Union Employees

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 20240710072824NAL0014582657001) for Monterey Mills 401(K) Retirement Plan For Union Employees, reported by Siny Corp. Dba Monterey Mills under EIN 39-1806343 and plan number 002. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.5MReported net assets$1,478,875
Participants44
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240710072824NAL0014582657001
Plan sponsor
Siny Corp. Dba Monterey Mills
EIN
39-1806343
Plan number
002
Location
Janesville, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$6
Money in vs. money out
Total income / additions$169.5K
Total expenses$125.2K
Benefits paid / distributions$114.6K
Contributions
Employer$0
Participant$50.9K
Full reported line items
Total assets (EOY)
$1,478,881
Total liabilities (EOY)
$6
Net assets (EOY)
$1,478,875
Employer contributions
$0
Participant contributions
$50,876
Total income / additions
$169,519
Benefits paid
$114,619
Administrative expenses
$10,591
Total expenses
$125,210
Net increase / (decrease)
$44,309

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710072824NAL0014582657001 cover?
It is the 2023 Form 5500 filing for Monterey Mills 401(K) Retirement Plan For Union Employees, reported by Siny Corp. Dba Monterey Mills (EIN 39-1806343).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages