2023 Form 5500 filing — Monterey Financial Services, LLC Profit Sharing Plan And Trust
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 20241014164918NAL0013649507001) for Monterey Financial Services, LLC Profit Sharing Plan And Trust, reported by Monterey Financial Services, LLC under EIN 33-0369207 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014164918NAL0013649507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Financial Services, LLC
- EIN
- 33-0369207
- Plan number
- 001
- Location
- Oceanside, CA
- Participants
- 130
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,700,104
- Net assets (EOY)
- $35,700,104
- Employer contributions
- $500,000
- Total income / additions
- $6,680,687
- Benefits paid
- $805,672
- Total expenses
- $805,672
- Net increase / (decrease)
- $5,875,015
- Schedule source
- Schedule I