Original filing (PDF)20251021135139NAL0003423762001

MONROE WHOLESALE, INC.

Name: MONROE WHOLESALE, INC. — MONROE WHOLESALE, INC. 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MONROE WHOLESALE, INC.

Form 5500-SF

FILING_RECEIVED

MONROE WHOLESALE, INC. 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONROE WHOLESALE, INC..

Plan sponsor

Name

MONROE WHOLESALE, INC.

EIN

14-1671571

Address

PO BOX 461 · GOSHEN, NY · 10924

Phone

(845) 294-7900

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-04-30

Filed

2025-10-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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