Original filing (PDF)20251014151026NAL0006514610001

MONNIER & CO.

Name: MONNIER & CO. — MONNIER & CO 401(K) PLAN, Form 5500 (2024)
Creator: MONNIER & CO.

Form 5500-SF

FILING_RECEIVED

MONNIER & CO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONNIER & CO..

Plan sponsor

Name

MONNIER & CO.

EIN

34-1236295

Address

P.O. BOX 459 · SIDNEY, OH · 453650459

Phone

(937) 492-6101

Industry

CPA Offices· Professional & Technical Servicessee all

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

Related plans

Similar-size CPA Offices plans

AMBROSIO & BELLOTTI CPAS P.C.

AMBROSIO & BELLOTTI PROFIT SHARING PLAN

$6.4M · 13 participants

VOYNOW, BAYARD, WHYTE AND COMPAN

VOYNOW, BAYARD, WHYTE AND COMPANY, LLP 401(K) PLAN

$6.4M · 14 participants

PEREIRA & AZEVEDO, LLC

PEREIRA & AZEVEDO, LLC 401(K) PLAN

$6.4M · 26 participants

KOSHERS & COMPANY

KOSHERS AND COMPANY DEFINED BENEFIT PENION PLAN

$6.4M · 9 participants

BELL & COMPANY CPA'S PC

BELL & COMPANY CPA'S PC 401K PLAN