2023 Form 5500 filing — West Monroe Partners, Inc. Frozen Capital Accumulation 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 20241015134604NAL0029836433001) for West Monroe Partners, Inc. Frozen Capital Accumulation Plan, reported by West Monroe Partners, Inc. under EIN 46-1586202 and plan number 002. It reports 1,354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134604NAL0029836433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Monroe Partners, Inc.
- EIN
- 46-1586202
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 1,354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,551,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,551,006
- Total income / additions
- $2,559,678
- Benefits paid
- $257,928
- Administrative expenses
- $49,738
- Total expenses
- $307,666
- Net increase / (decrease)
- $2,252,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo | ACCOUNTANT | $49,089 | not reported in the loaded dataset |
| Argent Trust Company | TRUSTEE | $650 | not reported in the loaded dataset |