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, West Monroe Partners, Inc. 401(K) Plan is a benefit plan reported by West Monroe Partners, Inc. under EIN 46-1586202 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,911 participants and $693,709,557 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $693,709,557
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $693,709,557
- Net assets (BOY)
- $741,970,916
Income & contributions
- Employer contributions
- $6,768,475
- Participant contributions
- $31,896,965
- Total contributions
- $43,724,718
- Total income / additions
- $167,018
Expenses & distributions
- Benefits paid
- $48,136,002
- Administrative expenses
- $279,426
- Total expenses
- $48,428,377
- Net increase / (decrease)
- -$48,261,359