How big is Monterey Enterprises, Inc.'s plan?

Monterey Enterprises, Inc.'s plan reported $13.2M in assets and 11 participants for 2024.

Original filing (PDF)20250923021714NAL0005781569001

Monterey Enterprises, Inc.

Name: Monterey Enterprises, Inc. — Monterey Enterprises, Form 5500 (2024)
Creator: Monterey Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monterey Enterprises, Inc. 401(k) Savings Plan

401(k) retirement plan · Monterey Enterprises, Inc.'s Monterey Enterprises, Inc. 401(k) Savings Plan held $13.2M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

Plan identifiers

Monterey Enterprises, Inc.'s EIN is 27-4985180.

EIN 27-4985180

Plan number 001

Plan year 2024

ACK ID 20250923021714NAL0005781569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monterey Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score