401k Plan data: THE MONROE INSTITUTE RETIREMENT PLAN plan

THE MONROE INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan Name	THE MONROE INSTITUTE RETIREMENT PLAN
Plan identification number	001

THE MONROE INSTITUTE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

THE MONROE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: THE MONROE INSTITUTE

Employer identification number (EIN): 900681223

NAIC Classification: 611000

Additional information about THE MONROE INSTITUTE

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2008-07-03

Company Identification Number: 0696988

Legal Registered Office Address: 365 ROBERTS MOUNTAIN RD

FABER
United States of America (USA)
22938

More information about THE MONROE INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MONROE INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ANGELA SMITH SCOTT TAYLOR 2019-06-14
001 2017-01-01 NANCY MCMONEAGLE ANGELA R SMITH 2018-05-10
001 2016-01-01 NANCY MCMONEAGLE ANGELA R SMITH 2017-06-14
001 2015-01-01 ANGELA R SMITH ANGELA R SMITH 2016-09-07
001 2014-01-01 ANGELA SMITH
001 2013-01-01 ANGELA SMITH
001 2012-01-01 ANGELA SMITH
001 2011-01-01 ANGELA SMITH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ANGELA SMITH	SCOTT TAYLOR	2019-06-14
001	2017-01-01	NANCY MCMONEAGLE	ANGELA R SMITH	2018-05-10
001	2016-01-01	NANCY MCMONEAGLE	ANGELA R SMITH	2017-06-14
001	2015-01-01	ANGELA R SMITH	ANGELA R SMITH	2016-09-07
001	2014-01-01	ANGELA SMITH
001	2013-01-01	ANGELA SMITH
001	2012-01-01	ANGELA SMITH
001	2011-01-01	ANGELA SMITH

Plan Statistics for THE MONROE INSTITUTE RETIREMENT PLAN

401k plan membership statisitcs for THE MONROE INSTITUTE RETIREMENT PLAN

Measure Date Value
2022: THE MONROE INSTITUTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 25
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 26
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE MONROE INSTITUTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 23
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 25
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE MONROE INSTITUTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 22
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 24
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE MONROE INSTITUTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE MONROE INSTITUTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 28
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 28
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE MONROE INSTITUTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 28
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 28
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE MONROE INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 27
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 27
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE MONROE INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 28
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE MONROE INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE MONROE INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 27
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE MONROE INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE MONROE INSTITUTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: THE MONROE INSTITUTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	25
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	26
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE MONROE INSTITUTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	23
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	25
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE MONROE INSTITUTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	22
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	24
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE MONROE INSTITUTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE MONROE INSTITUTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	28
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	28
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE MONROE INSTITUTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	28
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	28
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE MONROE INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	27
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	27
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE MONROE INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	28
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE MONROE INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE MONROE INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	27
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE MONROE INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE MONROE INSTITUTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on THE MONROE INSTITUTE RETIREMENT PLAN

Measure	Date	Value
2022 : THE MONROE INSTITUTE RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-34,986
Expenses. Total of all expenses incurred	2022-12-31	$37,494
Benefits paid (including direct rollovers)	2022-12-31	$37,494
Total plan assets at end of year	2022-12-31	$142,323
Total plan assets at beginning of year	2022-12-31	$214,803
Value of fidelity bond covering the plan	2022-12-31	$25,000
Total contributions received or receivable from participants	2022-12-31	$4,320
Other income received	2022-12-31	$-40,629
Net income (gross income less expenses)	2022-12-31	$-72,480
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$142,323
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$214,803
Total contributions received or receivable from employer(s)	2022-12-31	$1,323
2021 : THE MONROE INSTITUTE RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$37,827
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$214,803
Total plan assets at beginning of year	2021-12-31	$176,976
Value of fidelity bond covering the plan	2021-12-31	$25,000
Total contributions received or receivable from participants	2021-12-31	$4,118
Other income received	2021-12-31	$32,959
Net income (gross income less expenses)	2021-12-31	$37,827
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$214,803
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$176,976
Total contributions received or receivable from employer(s)	2021-12-31	$750
2020 : THE MONROE INSTITUTE RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$32,428
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$176,976
Total plan assets at beginning of year	2020-12-31	$144,548
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$3,533
Other income received	2020-12-31	$28,145
Net income (gross income less expenses)	2020-12-31	$32,428
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$176,976
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$144,548
Total contributions received or receivable from employer(s)	2020-12-31	$750
2019 : THE MONROE INSTITUTE RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$33,775
Expenses. Total of all expenses incurred	2019-12-31	$20,090
Benefits paid (including direct rollovers)	2019-12-31	$20,090
Total plan assets at end of year	2019-12-31	$144,548
Total plan assets at beginning of year	2019-12-31	$130,863
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$4,791
Other income received	2019-12-31	$27,710
Net income (gross income less expenses)	2019-12-31	$13,685
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$144,548
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$130,863
Total contributions received or receivable from employer(s)	2019-12-31	$1,274
2018 : THE MONROE INSTITUTE RETIREMENT PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$29
Total income from all sources	2018-12-31	$161
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$130,863
Total plan assets at beginning of year	2018-12-31	$130,731
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$4,975
Other income received	2018-12-31	$-6,136
Net income (gross income less expenses)	2018-12-31	$161
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$130,863
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$130,702
Total contributions received or receivable from employer(s)	2018-12-31	$1,322
2017 : THE MONROE INSTITUTE RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$29
Total income from all sources	2017-12-31	$27,220
Expenses. Total of all expenses incurred	2017-12-31	$45,602
Benefits paid (including direct rollovers)	2017-12-31	$45,573
Total plan assets at end of year	2017-12-31	$130,731
Total plan assets at beginning of year	2017-12-31	$149,084
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$4,187
Other income received	2017-12-31	$21,775
Net income (gross income less expenses)	2017-12-31	$-18,382
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$130,702
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$149,084
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$216
Total contributions received or receivable from employer(s)	2017-12-31	$1,258
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$29
2016 : THE MONROE INSTITUTE RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$17,506
Expenses. Total of all expenses incurred	2016-12-31	$22,014
Benefits paid (including direct rollovers)	2016-12-31	$21,979
Total plan assets at end of year	2016-12-31	$149,084
Total plan assets at beginning of year	2016-12-31	$153,592
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$5,353
Other income received	2016-12-31	$10,903
Net income (gross income less expenses)	2016-12-31	$-4,508
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$149,084
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$153,592
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2016-12-31	$531
Total contributions received or receivable from employer(s)	2016-12-31	$1,250
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$35
2015 : THE MONROE INSTITUTE RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$7,170
Expenses. Total of all expenses incurred	2015-12-31	$3,085
Benefits paid (including direct rollovers)	2015-12-31	$3,050
Total plan assets at end of year	2015-12-31	$153,592
Total plan assets at beginning of year	2015-12-31	$149,507
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$4,966
Other income received	2015-12-31	$954
Net income (gross income less expenses)	2015-12-31	$4,085
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$153,592
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$149,507
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$671
Total contributions received or receivable from employer(s)	2015-12-31	$1,250
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$35
2014 : THE MONROE INSTITUTE RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$17,315
Expenses. Total of all expenses incurred	2014-12-31	$8
Benefits paid (including direct rollovers)	2014-12-31	$8
Total plan assets at end of year	2014-12-31	$149,507
Total plan assets at beginning of year	2014-12-31	$132,200
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$5,573
Other income received	2014-12-31	$9,982
Net income (gross income less expenses)	2014-12-31	$17,307
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$149,507
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$132,200
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$460
Total contributions received or receivable from employer(s)	2014-12-31	$1,760
2013 : THE MONROE INSTITUTE RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$34,609
Expenses. Total of all expenses incurred	2013-12-31	$1,251
Benefits paid (including direct rollovers)	2013-12-31	$1,251
Total plan assets at end of year	2013-12-31	$132,200
Total plan assets at beginning of year	2013-12-31	$98,842
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$6,738
Other income received	2013-12-31	$26,121
Net income (gross income less expenses)	2013-12-31	$33,358
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$132,200
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$98,842
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$6,276
Total contributions received or receivable from employer(s)	2013-12-31	$1,750
2012 : THE MONROE INSTITUTE RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$18,363
Expenses. Total of all expenses incurred	2012-12-31	$-73
Total plan assets at end of year	2012-12-31	$98,842
Total plan assets at beginning of year	2012-12-31	$80,406
Value of fidelity bond covering the plan	2012-12-31	$25,000
Total contributions received or receivable from participants	2012-12-31	$5,254
Other income received	2012-12-31	$11,469
Net income (gross income less expenses)	2012-12-31	$18,436
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$98,842
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$80,406
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$6,276
Total contributions received or receivable from employer(s)	2012-12-31	$1,640
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$-73
2011 : THE MONROE INSTITUTE RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$2,099
Expenses. Total of all expenses incurred	2011-12-31	$15,155
Benefits paid (including direct rollovers)	2011-12-31	$15,155
Total plan assets at end of year	2011-12-31	$80,406
Total plan assets at beginning of year	2011-12-31	$93,462
Total contributions received or receivable from participants	2011-12-31	$2,366
Other income received	2011-12-31	$-1,267
Net income (gross income less expenses)	2011-12-31	$-13,056
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$80,406
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$93,462
Total contributions received or receivable from employer(s)	2011-12-31	$1,000
2010 : THE MONROE INSTITUTE RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$12,202
Expenses. Total of all expenses incurred	2010-12-31	$123,302
Benefits paid (including direct rollovers)	2010-12-31	$123,302
Total plan assets at end of year	2010-12-31	$91,535
Total plan assets at beginning of year	2010-12-31	$202,635
Total contributions received or receivable from participants	2010-12-31	$3,300
Other income received	2010-12-31	$7,828
Net income (gross income less expenses)	2010-12-31	$-111,100
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$91,535
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$202,635
Total contributions received or receivable from employer(s)	2010-12-31	$1,074

Form 5500 Responses for THE MONROE INSTITUTE RETIREMENT PLAN

2022: THE MONROE INSTITUTE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE MONROE INSTITUTE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE MONROE INSTITUTE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE MONROE INSTITUTE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE MONROE INSTITUTE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE MONROE INSTITUTE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE MONROE INSTITUTE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE MONROE INSTITUTE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE MONROE INSTITUTE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE MONROE INSTITUTE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE MONROE INSTITUTE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE MONROE INSTITUTE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE MONROE INSTITUTE
Employer identification number (EIN):	900681223
NAIC Classification:	611000

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2008-07-03
Company Identification Number:	0696988
Legal Registered Office Address:	365 ROBERTS MOUNTAIN RD FABER United States of America (USA) 22938