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DAVID MONN CASH BALANCE PLAN 401k Plan overview

Plan NameDAVID MONN CASH BALANCE PLAN
Plan identification number 002

DAVID MONN CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID MONN, LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID MONN, LLC
Employer identification number (EIN):571201845
NAIC Classification:541400

Additional information about DAVID MONN, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2004-02-03
Company Identification Number: 3008326
Legal Registered Office Address: 600 THIRD AVENUE, 35TH FLOOR
New York
NEW YORK
United States of America (USA)
10016

More information about DAVID MONN, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID MONN CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DAVID MONN2024-09-19
0022022-01-01DAVID MONN2023-10-10
0022021-01-01DAVID MONN2022-09-15
0022020-01-01DAVID MONN2021-09-24
0022019-01-01DAVID MONN2020-10-05
0022018-01-01DAVID MONN2019-10-09
0022017-01-01DAVID MONN2018-10-01
0022016-01-01DAVID MONN2017-09-26
0022015-01-01DAVID MONN2016-09-26
0022014-01-01DAVID MONN2015-10-05
0022013-01-01DAVID MONN2014-07-31

Financial Data on DAVID MONN CASH BALANCE PLAN

Measure Date Value
2025 : DAVID MONN CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-050
Net assets as of the end of the plan year2025-09-052235633
Total assets as of the beginning of the plan year2025-09-051921535
Value of plan covered by a fidelity bond2025-09-05300000
Participant contributions to plan in this plan year2025-09-050
Other expenses paid from plan in this plan year2025-09-050
Other contributions to plan in this plan year2025-09-050
Other income to plan in this plan year2025-09-05214098
Plan net income in this plan year2025-09-05314098
Net assets as of the end of the plan year2025-09-052235633
Net assets as of the beginning of the plan year2025-09-051921535
Employer contributions to plan in this plan year2025-09-05100000
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-050
2024 : DAVID MONN CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-190
Net assets as of the end of the plan year2024-09-191921535
Total assets as of the beginning of the plan year2024-09-191585275
Value of plan covered by a fidelity bond2024-09-19300000
Participant contributions to plan in this plan year2024-09-190
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-19236260
Plan net income in this plan year2024-09-19336260
Net assets as of the end of the plan year2024-09-191921535
Net assets as of the beginning of the plan year2024-09-191585275
Employer contributions to plan in this plan year2024-09-19100000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-190

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