How big is Lake Monticello Owners' Association's plan?

Lake Monticello Owners' Association's plan reported $669K in assets and 39 participants for 2024.

Original filing (PDF)20250605123928NAL0008479715001

Lake Monticello Owners' Association

Name: Lake Monticello Owners' Association — Lake Monticell, Form 5500 (2024)
Creator: Lake Monticello Owners' Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lake Monticello Owners' Association 401(k) Profit Sharing Plan

401(k) retirement plan · Lake Monticello Owners' Association's Lake Monticello Owners' Association 401(k) Profit Sharing Plan held $669K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

People on this filing

Rebecca Mathews signed Lake Monticello Owners' Association's 2024 Form 5500 as plan administrator.

Rebecca Mathews — 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

Lake Monticello Owners' Association's EIN is 54-0897858.

EIN 54-0897858

Plan number 001

Plan year 2024

ACK ID 20250605123928NAL0008479715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lake Monticello Owners' Association's plan includes profit-sharing, 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 LAKE MONTICELLO OWNERS' ASSOCIATION.

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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

Knocking points off