Plan Snapshot
- Plan Sponsor: Monarch Lathes L.P.
- Sponsor EIN: 311544352
- Sponsor Address: 615 NORTH OAK AVENUE, SIDNEY, OH, 453654609
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $4.8M | $33,358 | $166,788 |
| 2023 | 15 | $4.4M | $33,146 | $165,730 |
| 2022 | 14 | $3.6M | $30,456 | $152,281 |