Monarch Lathes 401(K) Plan — Form 5500 plan (Monarch Lathes L.P.)
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, Monarch Lathes 401(K) Plan is a benefit plan reported by Monarch Lathes L.P. under EIN 31-1544352 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $4,441,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monarch Lathes L.P.
- EIN
- 31-1544352
- Plan number
- 001
- Plan type
- 2
- Location
- Sidney, OH
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $4,441,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240507143112NAL0014254771001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,441,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,441,411
- Net assets (BOY)
- $3,610,582
Income & contributions
- Employer contributions
- $33,146
- Participant contributions
- $165,730
- Total income / additions
- $852,901
Expenses & distributions
- Benefits paid
- $18,472
- Administrative expenses
- $3,600
- Total expenses
- $22,072
- Net increase / (decrease)
- $830,829
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.