2023 Form 5500 filing — Monroe Truck Equipment, Inc. Profit Sharing And Savings 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 20241007131355NAL0016098417001) for Monroe Truck Equipment, Inc. Profit Sharing And Savings Plan, reported by Monroe Truck Equipment, Inc. under EIN 39-1133073 and plan number 001. It reports 1,074 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131355NAL0016098417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monroe Truck Equipment, Inc.
- EIN
- 39-1133073
- Plan number
- 001
- Location
- Monroe, WI
- Participants
- 1,074
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,378,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,378,094
- Employer contributions
- $1,123,466
- Participant contributions
- $2,956,311
- Total income / additions
- $11,600,078
- Benefits paid
- $7,173,248
- Administrative expenses
- $107,360
- Total expenses
- $7,362,872
- Net increase / (decrease)
- $4,237,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $71,986 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,403 | not reported in the loaded dataset |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $16,971 | not reported in the loaded dataset |