?>
Logo

MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameMONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN
Plan identification number 501

MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

MONARCH PRODUCTS COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MONARCH PRODUCTS COMPANY, INC.
Employer identification number (EIN):231903909
NAIC Classification:327300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-11-01
5012020-11-01
5012019-11-01
5012018-11-01
5012017-11-01
5012016-11-01JOHN WAGMAN
5012015-11-01JOHN WAGMAN

Plan Statistics for MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2021: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-0157
Total number of active participants reported on line 7a of the Form 55002021-11-0156
Number of retired or separated participants receiving benefits2021-11-011
Number of other retired or separated participants entitled to future benefits2021-11-010
Total of all active and inactive participants2021-11-0157
2020: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-0151
Total number of active participants reported on line 7a of the Form 55002020-11-0157
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-010
Total of all active and inactive participants2020-11-0157
2019: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-0147
Total number of active participants reported on line 7a of the Form 55002019-11-0151
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-0151
2018: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-0148
Total number of active participants reported on line 7a of the Form 55002018-11-0147
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-010
Total of all active and inactive participants2018-11-0147
2017: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-0144
Total number of active participants reported on line 7a of the Form 55002017-11-0144
Number of retired or separated participants receiving benefits2017-11-014
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-0148
2016: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-0147
Total number of active participants reported on line 7a of the Form 55002016-11-0144
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-0144
2015: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0148
Total number of active participants reported on line 7a of the Form 55002015-11-0147
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-0147

Financial Data on MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-10-31$110,619
Total plan liabilities at beginning of year2022-10-31$30,892
Total income from all sources2022-10-31$812,854
Expenses. Total of all expenses incurred2022-10-31$810,293
Benefits paid (including direct rollovers)2022-10-31$420,363
Total plan assets at end of year2022-10-31$102,626
Total plan assets at beginning of year2022-10-31$20,338
Value of fidelity bond covering the plan2022-10-31$750,000
Total contributions received or receivable from participants2022-10-31$315,795
Expenses. Other expenses not covered elsewhere2022-10-31$302,082
Contributions received from other sources (not participants or employers)2022-10-31$10,029
Other income received2022-10-31$0
Net income (gross income less expenses)2022-10-31$2,561
Net plan assets at end of year (total assets less liabilities)2022-10-31$-7,993
Net plan assets at beginning of year (total assets less liabilities)2022-10-31$-10,554
Total contributions received or receivable from employer(s)2022-10-31$487,030
Value of corrective distributions2022-10-31$69,721
Expenses. Administrative service providers (salaries,fees and commissions)2022-10-31$18,127
2021 : MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-10-31$30,892
Total plan liabilities at beginning of year2021-10-31$33,788
Total income from all sources2021-10-31$623,605
Expenses. Total of all expenses incurred2021-10-31$850,803
Benefits paid (including direct rollovers)2021-10-31$484,094
Total plan assets at end of year2021-10-31$20,338
Total plan assets at beginning of year2021-10-31$250,432
Value of fidelity bond covering the plan2021-10-31$750,000
Total contributions received or receivable from participants2021-10-31$255,313
Expenses. Other expenses not covered elsewhere2021-10-31$217,795
Net income (gross income less expenses)2021-10-31$-227,198
Net plan assets at end of year (total assets less liabilities)2021-10-31$-10,554
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$216,644
Total contributions received or receivable from employer(s)2021-10-31$368,292
Value of corrective distributions2021-10-31$127,969
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$20,945
2020 : MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-10-31$33,788
Total plan liabilities at beginning of year2020-10-31$40,435
Total income from all sources2020-10-31$646,417
Expenses. Total of all expenses incurred2020-10-31$550,448
Benefits paid (including direct rollovers)2020-10-31$259,591
Total plan assets at end of year2020-10-31$250,432
Total plan assets at beginning of year2020-10-31$161,110
Value of fidelity bond covering the plan2020-10-31$750,000
Total contributions received or receivable from participants2020-10-31$261,565
Expenses. Other expenses not covered elsewhere2020-10-31$216,018
Contributions received from other sources (not participants or employers)2020-10-31$0
Other income received2020-10-31$0
Net income (gross income less expenses)2020-10-31$95,969
Net plan assets at end of year (total assets less liabilities)2020-10-31$216,644
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$120,675
Total contributions received or receivable from employer(s)2020-10-31$384,852
Value of corrective distributions2020-10-31$54,272
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$20,567
2019 : MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-10-31$40,435
Total plan liabilities at beginning of year2019-10-31$56,462
Total income from all sources2019-10-31$706,095
Expenses. Total of all expenses incurred2019-10-31$549,569
Benefits paid (including direct rollovers)2019-10-31$294,760
Total plan assets at end of year2019-10-31$161,110
Total plan assets at beginning of year2019-10-31$20,611
Value of fidelity bond covering the plan2019-10-31$750,000
Total contributions received or receivable from participants2019-10-31$256,656
Expenses. Other expenses not covered elsewhere2019-10-31$228,524
Contributions received from other sources (not participants or employers)2019-10-31$0
Other income received2019-10-31$0
Net income (gross income less expenses)2019-10-31$156,526
Net plan assets at end of year (total assets less liabilities)2019-10-31$120,675
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$-35,851
Total contributions received or receivable from employer(s)2019-10-31$449,439
Value of corrective distributions2019-10-31$3,546
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$22,739
2017 : MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-10-31$39,729
Total plan liabilities at beginning of year2017-10-31$29,323
Total income from all sources2017-10-31$454,217
Expenses. Total of all expenses incurred2017-10-31$470,960
Benefits paid (including direct rollovers)2017-10-31$296,953
Total plan assets at end of year2017-10-31$3,698
Total plan assets at beginning of year2017-10-31$10,035
Value of fidelity bond covering the plan2017-10-31$750,000
Total contributions received or receivable from participants2017-10-31$197,892
Expenses. Other expenses not covered elsewhere2017-10-31$154,811
Net income (gross income less expenses)2017-10-31$-16,743
Net plan assets at end of year (total assets less liabilities)2017-10-31$-36,031
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$-19,288
Total contributions received or receivable from employer(s)2017-10-31$256,325
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$19,196
2016 : MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-10-31$29,323
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$401,856
Expenses. Total of all expenses incurred2016-10-31$421,144
Benefits paid (including direct rollovers)2016-10-31$253,100
Total plan assets at end of year2016-10-31$10,035
Total plan assets at beginning of year2016-10-31$0
Value of fidelity bond covering the plan2016-10-31$750,000
Total contributions received or receivable from participants2016-10-31$204,694
Expenses. Other expenses not covered elsewhere2016-10-31$147,114
Contributions received from other sources (not participants or employers)2016-10-31$1,217
Net income (gross income less expenses)2016-10-31$-19,288
Net plan assets at end of year (total assets less liabilities)2016-10-31$-19,288
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$0
Total contributions received or receivable from employer(s)2016-10-31$195,945
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$20,930

Form 5500 Responses for MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN

2021: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: MONARCH PRODUCTS COMPANY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01First time form 5500 has been submittedYes
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500150
Policy instance 1
Insurance contract or identification number30500150
Number of Individuals Covered58
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $264,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500150
Policy instance 1
Insurance contract or identification number30500150
Number of Individuals Covered57
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $203,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500150
Policy instance 1
Insurance contract or identification number30500150
Number of Individuals Covered51
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $190,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered47
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $171,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered48
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $153,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3