401k Plan data: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN plan

MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 401k Plan overview

Plan Name	MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN
Plan identification number	001

MONTROSE ENVIRONMENTAL GROUP 401(K) 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MONTROSE ENVIRONMENTAL GROUP has sponsored the creation of one or more 401k plans.

Company Name: MONTROSE ENVIRONMENTAL GROUP

Employer identification number (EIN): 464195044

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTROSE ENVIRONMENTAL GROUP 401(K) 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 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 ALLAN DICKS
001 2016-01-01 YVONNE SENOUCI
001 2015-01-01 YVONNE SENOUCI
001 2014-01-01 YVONNE SENOUCI
001 2014-01-01 YVONNE SENOUCI

Plan Statistics for MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN

401k plan membership statisitcs for MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN

Measure Date Value
2022: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,034
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,281
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 568
Total of all active and inactive participants 2022-01-01 2,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 2,850
Number of participants with account balances 2022-01-01 2,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,579
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,676
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 357
Total of all active and inactive participants 2021-01-01 2,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 2,034
Number of participants with account balances 2021-01-01 1,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,430
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,244
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 264
Total of all active and inactive participants 2020-01-01 1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 10
Total participants 2020-01-01 1,518
Number of participants with account balances 2020-01-01 1,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,327
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,237
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 192
Total of all active and inactive participants 2019-01-01 1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,430
Number of participants with account balances 2019-01-01 1,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,053
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,162
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 164
Total of all active and inactive participants 2018-01-01 1,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,327
Number of participants with account balances 2018-01-01 1,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 255
2017: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 825
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 923
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 130
Total of all active and inactive participants 2017-01-01 1,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,053
Number of participants with account balances 2017-01-01 706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 197
2016: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 755
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 704
Number of retired or separated participants receiving benefits 2016-01-01 121
Total of all active and inactive participants 2016-01-01 825
Total participants 2016-01-01 825
Number of participants with account balances 2016-01-01 469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 617
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 69
Total of all active and inactive participants 2015-01-01 686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 686
Number of participants with account balances 2015-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 245
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 268
Total participants 2014-01-01 268
Number of participants with account balances 2014-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,034
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,281
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	568
Total of all active and inactive participants	2022-01-01	2,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	2,850
Number of participants with account balances	2022-01-01	2,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,579
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,676
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	357
Total of all active and inactive participants	2021-01-01	2,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	2,034
Number of participants with account balances	2021-01-01	1,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,430
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,244
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	264
Total of all active and inactive participants	2020-01-01	1,508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	10
Total participants	2020-01-01	1,518
Number of participants with account balances	2020-01-01	1,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,327
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,237
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	192
Total of all active and inactive participants	2019-01-01	1,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,430
Number of participants with account balances	2019-01-01	1,332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,053
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,162
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	164
Total of all active and inactive participants	2018-01-01	1,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,327
Number of participants with account balances	2018-01-01	1,123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	255
2017: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	825
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	923
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	130
Total of all active and inactive participants	2017-01-01	1,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,053
Number of participants with account balances	2017-01-01	706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	197
2016: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	755
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	704
Number of retired or separated participants receiving benefits	2016-01-01	121
Total of all active and inactive participants	2016-01-01	825
Total participants	2016-01-01	825
Number of participants with account balances	2016-01-01	469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	617
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	69
Total of all active and inactive participants	2015-01-01	686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	686
Number of participants with account balances	2015-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	245
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	268
Total participants	2014-01-01	268
Number of participants with account balances	2014-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN

Measure	Date	Value
2022 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$40,130,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$4,464,290
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,643,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,342,469
Value of total corrective distributions	2022-12-31	$10,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$22,896,138
Value of total assets at end of year	2022-12-31	$128,766,909
Value of total assets at beginning of year	2022-12-31	$94,815,400
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$289,658
Total interest from all sources	2022-12-31	$47,654
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,413,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,413,807
Administrative expenses professional fees incurred	2022-12-31	$11,440
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$12,439,182
Participant contributions at end of year	2022-12-31	$1,108,035
Participant contributions at beginning of year	2022-12-31	$865,533
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,839,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,178,812
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$128,766,909
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$94,815,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$135,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$116,782,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$90,379,760
Interest on participant loans	2022-12-31	$47,307
Value of interest in common/collective trusts at end of year	2022-12-31	$10,872,958
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,570,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-20,782,098
Net investment gain or loss from common/collective trusts	2022-12-31	$-111,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$6,617,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,342,469
Contract administrator fees	2022-12-31	$143,186
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WRIGHT FORD YOUNG & CO.
Accountancy firm EIN	2022-12-31	953288054
2021 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$5,196,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$25,106,224
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,496,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,245,429
Value of total corrective distributions	2021-12-31	$-847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$12,739,410
Value of total assets at end of year	2021-12-31	$94,815,400
Value of total assets at beginning of year	2021-12-31	$70,008,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$251,936
Total interest from all sources	2021-12-31	$39,631
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,511,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,511,987
Administrative expenses professional fees incurred	2021-12-31	$10,400
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,020,922
Participant contributions at end of year	2021-12-31	$865,533
Participant contributions at beginning of year	2021-12-31	$808,202
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,644,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$19,609,706
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$94,815,400
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$70,008,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$86,101
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$90,379,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$65,222,621
Interest on participant loans	2021-12-31	$39,631
Value of interest in common/collective trusts at end of year	2021-12-31	$3,570,107
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,978,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$9,467,112
Net investment gain or loss from common/collective trusts	2021-12-31	$348,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,074,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,245,429
Contract administrator fees	2021-12-31	$155,435
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUM SMITH & BROWN, PC
Accountancy firm EIN	2021-12-31	953322166
2020 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$17,080,637
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$5,432,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,302,037
Value of total corrective distributions	2020-12-31	$627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$8,392,960
Value of total assets at end of year	2020-12-31	$70,008,891
Value of total assets at beginning of year	2020-12-31	$58,360,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$129,816
Total interest from all sources	2020-12-31	$41,994
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$802,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$802,507
Administrative expenses professional fees incurred	2020-12-31	$8,520
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,198,185
Participant contributions at end of year	2020-12-31	$808,202
Participant contributions at beginning of year	2020-12-31	$721,687
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$895,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$11,648,157
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$70,008,891
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$58,360,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$85,322
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$65,222,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$54,765,831
Interest on participant loans	2020-12-31	$41,994
Value of interest in common/collective trusts at end of year	2020-12-31	$3,978,068
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,873,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,785,566
Net investment gain or loss from common/collective trusts	2020-12-31	$57,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,299,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,302,037
Contract administrator fees	2020-12-31	$35,974
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WITHUM SMITH & BROWN, PC
Accountancy firm EIN	2020-12-31	222027092
2019 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$23,866,890
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,761,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,625,840
Value of total corrective distributions	2019-12-31	$1,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$14,376,219
Value of total assets at end of year	2019-12-31	$58,360,734
Value of total assets at beginning of year	2019-12-31	$36,255,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$134,764
Total interest from all sources	2019-12-31	$31,352
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$936,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$936,904
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$5,465,168
Participant contributions at end of year	2019-12-31	$721,687
Participant contributions at beginning of year	2019-12-31	$430,665
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,325,566
Total non interest bearing cash at beginning of year	2019-12-31	$3,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$22,105,174
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$58,360,734
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$36,255,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$68,347
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$54,765,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$34,570,905
Interest on participant loans	2019-12-31	$31,352
Value of interest in common/collective trusts at end of year	2019-12-31	$2,873,216
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,250,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,311,616
Net investment gain or loss from common/collective trusts	2019-12-31	$210,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,585,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,625,840
Contract administrator fees	2019-12-31	$66,417
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUM SMITH & BROWN, PC
Accountancy firm EIN	2019-12-31	222027092
2018 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$14,014,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,459,049
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,991,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,830,668
Value of total corrective distributions	2018-12-31	$33,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,563,425
Value of total assets at end of year	2018-12-31	$36,255,560
Value of total assets at beginning of year	2018-12-31	$20,772,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$126,971
Total interest from all sources	2018-12-31	$19,508
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$749,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$749,769
Administrative expenses professional fees incurred	2018-12-31	$44,442
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$4,285,454
Participant contributions at end of year	2018-12-31	$430,665
Participant contributions at beginning of year	2018-12-31	$243,209
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,195,509
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$3,012
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,468,029
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$36,255,560
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,772,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$34,570,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,292,413
Interest on participant loans	2018-12-31	$19,508
Value of interest in common/collective trusts at end of year	2018-12-31	$1,250,978
Value of interest in common/collective trusts at beginning of year	2018-12-31	$237,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,886,543
Net investment gain or loss from common/collective trusts	2018-12-31	$12,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,082,462
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,830,668
Contract administrator fees	2018-12-31	$82,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	KUSHNER, SMITH JOANOU&GREGSON, LLP
Accountancy firm EIN	2018-12-31	953322166
2017 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$18,655
Total income from all sources (including contributions)	2017-12-31	$7,368,961
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,771,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,753,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,456,421
Value of total assets at end of year	2017-12-31	$20,772,648
Value of total assets at beginning of year	2017-12-31	$15,194,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,801
Total interest from all sources	2017-12-31	$15,554
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$251,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$251,726
Administrative expenses professional fees incurred	2017-12-31	$5,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,829,909
Participant contributions at end of year	2017-12-31	$243,209
Participant contributions at beginning of year	2017-12-31	$293,734
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$666,755
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$18,655
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$11,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,597,058
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,772,648
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,175,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$2,340
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,292,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$14,889,035
Interest on participant loans	2017-12-31	$12,227
Value of interest in common/collective trusts at end of year	2017-12-31	$237,026
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$3,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$892,697
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,751,559
Net investment gain or loss from common/collective trusts	2017-12-31	$1,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$959,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,753,102
Contract administrator fees	2017-12-31	$11,461
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	KUSHNER, SMITH JOANOU&GREGSON, LLP
Accountancy firm EIN	2017-12-31	953322166
2016 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$1,931,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$18,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$23,681
Total income from all sources (including contributions)	2016-12-31	$4,668,788
Total of all expenses incurred	2016-12-31	$1,520,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,516,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,404,640
Value of total assets at end of year	2016-12-31	$15,194,245
Value of total assets at beginning of year	2016-12-31	$10,119,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,495
Total interest from all sources	2016-12-31	$12,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,800
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,143,451
Participant contributions at end of year	2016-12-31	$293,734
Participant contributions at beginning of year	2016-12-31	$130,688
Participant contributions at beginning of year	2016-12-31	$2,286
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$566,384
Other income not declared elsewhere	2016-12-31	$1,314
Liabilities. Value of operating payables at end of year	2016-12-31	$18,655
Liabilities. Value of operating payables at beginning of year	2016-12-31	$23,681
Total non interest bearing cash at end of year	2016-12-31	$11,476
Total non interest bearing cash at beginning of year	2016-12-31	$15,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,148,618
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,175,590
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,095,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$14,889,035
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$9,970,267
Interest on participant loans	2016-12-31	$12,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,250,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$694,805
Employer contributions (assets) at beginning of year	2016-12-31	$385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,516,675
Contract administrator fees	2016-12-31	$695
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	KUSHNER, SMITH JOANOU&GREGSON, LLP
Accountancy firm EIN	2016-12-31	953322166
2015 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$1,266,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$23,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$14,789
Total income from all sources (including contributions)	2015-12-31	$6,777,753
Total of all expenses incurred	2015-12-31	$265,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$257,630
Value of total corrective distributions	2015-12-31	$7,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$6,894,479
Value of total assets at end of year	2015-12-31	$10,119,488
Value of total assets at beginning of year	2015-12-31	$2,332,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,076
Total interest from all sources	2015-12-31	$2,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$875
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,430,769
Participant contributions at end of year	2015-12-31	$130,688
Participant contributions at beginning of year	2015-12-31	$1,606
Participant contributions at end of year	2015-12-31	$2,286
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,018,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$36,066
Other income not declared elsewhere	2015-12-31	$537
Liabilities. Value of operating payables at end of year	2015-12-31	$23,681
Liabilities. Value of operating payables at beginning of year	2015-12-31	$14,789
Total non interest bearing cash at end of year	2015-12-31	$15,862
Total non interest bearing cash at beginning of year	2015-12-31	$10,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$6,511,838
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,095,807
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,317,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$9,970,267
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,284,095
Interest on participant loans	2015-12-31	$2,756
Interest earned on other investments	2015-12-31	$6
Net investment gain/loss from pooled separate accounts	2015-12-31	$-120,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$445,614
Employer contributions (assets) at end of year	2015-12-31	$385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$257,630
Contract administrator fees	2015-12-31	$201
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WERTZ & COMPANY, LLP
Accountancy firm EIN	2015-12-31	020639624
2014 : MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$1,452,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,789
Total income from all sources (including contributions)	2014-12-31	$879,277
Total of all expenses incurred	2014-12-31	$14,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,848
Value of total corrective distributions	2014-12-31	$1,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$877,026
Value of total assets at end of year	2014-12-31	$2,332,116
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,562
Total interest from all sources	2014-12-31	$6
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$1,387
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$359,630
Participant contributions at end of year	2014-12-31	$1,606
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$517,396
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$36,066
Liabilities. Value of operating payables at end of year	2014-12-31	$14,789
Total non interest bearing cash at end of year	2014-12-31	$10,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$865,159
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,317,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,284,095
Income. Interest from loans (other than to participants)	2014-12-31	$6
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$10,848
Contract administrator fees	2014-12-31	$175
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WERTZ & COMPANY, LLC
Accountancy firm EIN	2014-12-31	020639624

Form 5500 Responses for MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN

2022: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: MONTROSE ENVIRONMENTAL GROUP 401(K) 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: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MONTROSE ENVIRONMENTAL GROUP 401(K) 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MONTROSE ENVIRONMENTAL GROUP 401(K) 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113988

Policy instance

Insurance contract or identification number	113988
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-09-18
Total amount of commissions paid to insurance broker	USD $9,643
Total amount of fees paid to insurance company	USD $30,927
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	29177
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	3
Insurance broker name	GREER BENEFIT CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113988

Policy instance

Insurance contract or identification number	113988
Number of Individuals Covered	450
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $19,077
Total amount of fees paid to insurance company	USD $3,327
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $19,077
Insurance broker organization code?	3
Amount paid for insurance broker fees	875
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	GREER BENEFIT CONSULTANTS, INC.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

113988

Policy instance

Insurance contract or identification number	113988
Number of Individuals Covered	116
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,496
Total amount of fees paid to insurance company	USD $301
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,496
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	175
Insurance broker name	GREER BENEFIT CONSULTANTS, INC.

Potentially related plans

MONTROSE ENVIRONMENTAL, INC. 401(K) PROFIT SHARING PLAN [EIN = 954149779]

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Company Name:	MONTROSE ENVIRONMENTAL GROUP
Employer identification number (EIN):	464195044
NAIC Classification:	541600