2023 Form 5500 filing — Monterey Peninsula Engineering Retirement 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 20241011101124NAL0043912322001) for Monterey Peninsula Engineering Retirement Savings Plan, reported by Monterey Peninsula Engineering under EIN 94-2697245 and plan number 002. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101124NAL0043912322001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Peninsula Engineering
- EIN
- 94-2697245
- Plan number
- 002
- Location
- Marina, CA
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,245,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,245,668
- Employer contributions
- $1,224,249
- Participant contributions
- $296,107
- Total income / additions
- $4,573,427
- Benefits paid
- $2,246,837
- Administrative expenses
- $127,825
- Total expenses
- $2,374,662
- Net increase / (decrease)
- $2,198,765
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beneco Systems, LLC | NONE | $115,325 | not reported in the loaded dataset |
| Farber Hass Hurley Llp | NONE | $12,500 | $0 |