Plan5500

Monster Energy Company 401 K Plan — Form 5500 plan (Monster Beverage Corporation)

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, Monster Energy Company 401 K Plan is a benefit plan reported by Monster Beverage Corporation under EIN 47-1809393 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,733 participants and $213,164,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monster Beverage Corporation
EIN
47-1809393
Plan number
001
Plan type
2
Location
Corona, CA
Latest filing year
2023
Participants
3,733
End-of-year plan assets
$213,164,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,733H, C20240905174223NAL0000031681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$213,164,496
Total liabilities (EOY)
$0
Net assets (EOY)
$213,164,496
Net assets (BOY)
$161,808,742

Income & contributions

Employer contributions
$9,053,719
Participant contributions
$21,280,796
Total contributions
$34,080,380
Total income / additions
$60,429,804

Expenses & distributions

Benefits paid
$8,647,110
Administrative expenses
$408,813
Total expenses
$9,074,050
Net increase / (decrease)
$51,355,754

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$333,438$02023
Actuarial Benefits CorpADMINISTRATOR$75,000not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages