How big is Monticello VFW's plan?

Monticello VFW's plan reported $19K in assets and 36 participants for 2024.

Original filing (PDF)20250624050841NAL0016789922001

Monticello VFW

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

Form 5500-SF

FILING_RECEIVED

Monticello VFW 401(k) Plan

401(k) retirement plan · Monticello VFW's Monticello VFW 401(k) Plan held $19K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

KIM Petersen signed Monticello VFW's 2024 Form 5500 as plan administrator.

KIM Petersen — 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

Monticello VFW's EIN is 41-1366566.

EIN 41-1366566

Plan number 001

Plan year 2024

ACK ID 20250624050841NAL0016789922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monticello VFW's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MONTICELLO VFW

EIN

all filings

Address

713 S CEDAR ST · MONTICELLO, MN · 55362

Phone

(763) 295-3792

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

Catherine J Samusick

Golde Brique Inn 401(k) Plan

$19K · 7 participants

NDMC LLC

Whiskey Lane 401(k) Plan

$19K · 9 participants

Middle 8 LLC

Middle 8 401(k) Plan

$19K · 5 participants

SIP Espresso & Wine Bar d/b/a SIP Wine Bar

SIP Wine Bar 401(k) Plan

$19K · 6 participants

ROC HARD Partners LLC

ROC HARD Partners LLC 401(k)

$19K · 72 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.