Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Monarch Cement › plan 005
The Monarch Cement Company 401(k) Plan
- Sponsor Monarch Cement
- Plan number 005
- Plan year 2023
- $1-10M in assets
- single-employer
Administrative expenses excluding investment management, per participant · The Monarch Cement Company 401(k) Plan · plan year 2023
$2.83
Higher than 2% of the 17,126 plans $1 to 10M that report it.
Source
= $300 / 106
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250827134340NAL0005007683001, received 2025-08-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250827134340NAL0005007683001, received 2025-08-27
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2025-08-27.
Cost and contributions
Administrative expenses per participant
$2.83
Higher than 1% of the 17,762 plans $1 to 10M that report it.
Source
= $300 / 106
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250827134340NAL0005007683001, received 2025-08-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250827134340NAL0005007683001, received 2025-08-27
Administrative expenses as a share of assets
0.015%
Higher than 3% of the 17,798 plans $1 to 10M that report it.
Source
= $300 / $1,972,015
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250827134340NAL0005007683001, received 2025-08-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250827134340NAL0005007683001, received 2025-08-27
Employer contributions per participant
$1,186
Higher than 45% of the 15,688 plans $1 to 10M that report it.
Source
= $125,690 / 106
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250827134340NAL0005007683001, received 2025-08-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250827134340NAL0005007683001, received 2025-08-27
Employer share of total contributions
18.8%
Higher than 23% of the 15,721 plans $1 to 10M that report it.
Source
= $125,690 / $669,173
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250827134340NAL0005007683001, received 2025-08-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250827134340NAL0005007683001, received 2025-08-27
Plan features
2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250827134340NAL0005007683001, received 2025-08-27
Full record, The Monarch Cement Company 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE MONARCH CEMENT COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Plan name | THE MONARCH CEMENT COMPANY 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Sponsor EIN / plan number | 48-0340590 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Sponsor location | HUMBOLDT, KS | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Industry (business code) | 327300, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Filing received | 2025-08-27 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Participants, beginning of year | 213 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Active participants | 191 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Participants, end of year | 202 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Participants with an account balance | 106 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Total assets, beginning of year | $1,151,715 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Total assets, end of year | $1,972,015 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Net assets, end of year | $1,937,806 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Total income | $901,025 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Net income | $786,091 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Employer contributions | $125,690 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Participant contributions | $543,483 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Total contributions | $669,173 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Benefit payments | $114,634 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Total expenses (incl. benefit payments) | $114,934 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Total administrative expenses | $300 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Administrative expenses excluding investment management | $300 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Held in common/collective trusts | $1,098,024 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Held in mutual funds | $699,633 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250827134340NAL0005007683001, received 2025-08-27 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250827134340NAL0005007683001, received 2025-08-27 |
Position = column in the DOL layout for form year 2023. Filing 20250827134340NAL0005007683001, received 2025-08-27.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| BOKF, NArecordkeeper | TRUSTEE | 28 Investment management; 19 Custodial (securities); 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 63 Distribution (12b-1) fees; 68 Soft dollars commissions; 25 Trustee (directed); 62 Float revenue; 64 Recordkeeping fees | $900 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250827134340NAL0005007683001, received 2025-08-27.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.