2023 Form 5500 filing — Monarch Landscape Companies 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 20241004001235NAL0018366544001) for Monarch Landscape Companies 401(K) Plan, reported by Monarch Landscape Holdings, LLC under EIN 47-3833472 and plan number 001. It reports 1,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004001235NAL0018366544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monarch Landscape Holdings, LLC
- EIN
- 47-3833472
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 1,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,257,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,257,723
- Participant contributions
- $1,272,637
- Total income / additions
- $3,684,327
- Benefits paid
- $905,324
- Administrative expenses
- $95,692
- Total expenses
- $1,117,634
- Net increase / (decrease)
- $2,566,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,306 | $0 |
| Brighton Jones LLC | ADVISOR | $44,749 | not reported in the loaded dataset |
| Actuarial Benefits Corp. | CONSULTANT | $2,637 | not reported in the loaded dataset |