Monogram Food Solutions 401(K) Plan — Form 5500 plan (Monogram Management Services, 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, Monogram Food Solutions 401(K) Plan is a benefit plan reported by Monogram Management Services, Inc. under EIN 45-3115232 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,331 participants and $52,358,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monogram Management Services, Inc.
- EIN
- 45-3115232
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 3,331
- End-of-year plan assets
- $52,358,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,331 | H, C | 20241014160513NAL0046740144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,358,026
- Net assets (EOY)
- $52,358,026
- Net assets (BOY)
- $41,821,925
Income & contributions
- Employer contributions
- $3,689,916
- Participant contributions
- $6,333,237
- Total contributions
- $10,887,129
- Total income / additions
- $18,187,623
Expenses & distributions
- Benefits paid
- $7,373,784
- Administrative expenses
- $276,401
- Total expenses
- $7,651,522
- Net increase / (decrease)
- $10,536,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | CONTRACT ADMINISTRATOR | $276,401 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISORY | $55,000 | not reported in the loaded dataset | 2023 |
| Burleigh Consulting Group | TPA | $41,222 | not reported in the loaded dataset | 2023 |
| Banks, Finley, White | AUDITOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Monogram Management Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Lincoln National Corporation — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Burleigh Consulting Group — Schedule C compensation
- Banks, Finley, White — Schedule C compensation