2023 Form 5500 filing — Monarch 403(B) 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 20250305153723NAL0014770640001) for Monarch 403(B) Plan, reported by Monarch under EIN 56-1326126 and plan number 002. It reports 2,024 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305153723NAL0014770640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monarch
- EIN
- 56-1326126
- Plan number
- 002
- Location
- Albemarle, NC
- Participants
- 2,024
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,915,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,915,073
- Participant contributions
- $1,379,629
- Total income / additions
- $3,109,260
- Benefits paid
- $2,335,639
- Administrative expenses
- $26,485
- Total expenses
- $2,362,124
- Net increase / (decrease)
- $747,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fund Direct Advisors | NONE | $26,485 | not reported in the loaded dataset |