Plan5500

Mon-Vale 401(K) Savings Plan — Form 5500 plan (Mon-Vale Health Resources, Inc.)

Plain-English plan 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, Mon-Vale 401(K) Savings Plan is a benefit plan reported by Mon-Vale Health Resources, Inc. under EIN 25-1426999 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $3,972,190 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mon-Vale Health Resources, Inc.
EIN
25-1426999
Plan number
001
Plan type
2
Location
Monongahela, PA
Latest filing year
2023
Participants
133
End-of-year plan assets
$3,972,190

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241014151807NAL0026540353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,972,190
Total liabilities (EOY)
$0
Net assets (EOY)
$3,972,190
Net assets (BOY)
$3,298,524

Income & contributions

Employer contributions
$43,571
Participant contributions
$185,463
Total contributions
$249,600
Total income / additions
$843,554

Expenses & distributions

Benefits paid
$116,630
Administrative expenses
$26,332
Total expenses
$142,962
Net increase / (decrease)
$700,592

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$19,274$02023
J.P. Morgan Securities LLCINVESTMENT ADVISORY$7,058$182023

Related Form 5500 pages