Plan5500

West Monroe Partners, Inc. Frozen Capital Accumulation Plan — Form 5500 plan (West Monroe Partners, 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, West Monroe Partners, Inc. Frozen Capital Accumulation Plan is a benefit plan reported by West Monroe Partners, Inc. under EIN 46-1586202 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,354 participants and $53,551,006 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Monroe Partners, Inc.
EIN
46-1586202
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,354
End-of-year plan assets
$53,551,006

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,354H, C20241015134604NAL0029836433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,551,006
Total liabilities (EOY)
$0
Net assets (EOY)
$53,551,006
Net assets (BOY)
$51,298,994

Income & contributions

Total contributions
$0
Total income / additions
$2,559,678

Expenses & distributions

Benefits paid
$257,928
Administrative expenses
$49,738
Total expenses
$307,666
Net increase / (decrease)
$2,252,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BdoACCOUNTANT$49,089not reported in the loaded dataset2023
Argent Trust CompanyTRUSTEE$650not reported in the loaded dataset2023

Related Form 5500 pages