How big is Monnier & Co.'s plan?

Monnier & Co.'s plan reported $6.4M in assets and 13 participants for 2024.

Original filing (PDF)20251014151026NAL0006514610001

Monnier & Co.

Name: Monnier & Co. — Monnier & Co 401(k) Plan, Form 5500 (2024)
Creator: Monnier & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monnier & Co 401(k) Plan

401(k) retirement plan · Monnier & Co.'s Monnier & Co 401(k) Plan held $6.4M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Larry E. Elsner, Trustee signed Monnier & Co.'s 2024 Form 5500 as plan administrator.

Larry E. Elsner, Trustee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Monnier & Co.'s EIN is 34-1236295.

EIN 34-1236295

Plan number 001

Plan year 2024

ACK ID 20251014151026NAL0006514610001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monnier & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monnier & Co.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

MONNIER & CO.

EIN

all filings

Address

P.O. BOX 459 · SIDNEY, OH · 453650459

Phone

(937) 492-6101

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Name

MONNIER & CO

EIN

34-1236295

City

SIDNEY, OH

Phone

(937) 492-6101

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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