Plan5500

Menard, Inc. 401(K) Plan — Form 5500 plan (Menard, 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, Menard, Inc. 401(K) Plan is a benefit plan reported by Menard, Inc. under EIN 39-0989248 and plan number 002. The latest loaded filing year is 2023. The filing reports 50,999 participants and $246,592,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Menard, Inc.
EIN
39-0989248
Plan number
002
Plan type
2
Location
Eau Claire, WI
Latest filing year
2023
Participants
50,999
End-of-year plan assets
$246,592,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202350,999H, C20241011085213NAL0022443249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$246,592,587
Total liabilities (EOY)
$1,459,321
Net assets (EOY)
$245,133,266
Net assets (BOY)
$199,076,826

Income & contributions

Participant contributions
$23,401,095
Total contributions
$24,730,060
Total income / additions
$63,253,421

Expenses & distributions

Benefits paid
$15,260,105
Administrative expenses
$477,555
Total expenses
$17,196,981
Net increase / (decrease)
$46,056,440

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services LLCNONE$437,555not reported in the loaded dataset2023
Ubs Financial Services, Inc.NONE$40,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages