Mti Retirement & 401(K) Plan — Form 5500 plan (Monterey Technologies, 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, Mti Retirement & 401(K) Plan is a benefit plan reported by Monterey Technologies, Inc. under EIN 77-0032872 and plan number 001. The latest loaded filing year is 2023. The filing reports 63 participants and $5,295,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Monterey Technologies, Inc.
- EIN
- 77-0032872
- Plan number
- 001
- Plan type
- 2
- Location
- Park City, UT
- Latest filing year
- 2023
- Participants
- 63
- End-of-year plan assets
- $5,295,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 63 | I | 20240926075752NAL0000356897001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,295,831
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,295,831
- Net assets (BOY)
- $3,668,580
Income & contributions
- Employer contributions
- $450,987
- Participant contributions
- $550,216
- Total income / additions
- $1,915,208
Expenses & distributions
- Benefits paid
- $280,507
- Administrative expenses
- $7,450
- Total expenses
- $287,957
- Net increase / (decrease)
- $1,627,251
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.