How big is Monterey Energy Group, Inc.'s plan?

Monterey Energy Group, Inc.'s plan reported $1.3M in assets and 11 participants for 2024.

Original filing (PDF)20250416140042NAL0002284595001

Monterey Energy Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Monterey Energy Group 401(k) Plan

401(k) retirement plan · Monterey Energy Group, Inc.'s Monterey Energy Group 401(k) Plan held $1.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Monterey Energy Group, Inc.'s EIN is 77-0251087.

EIN 77-0251087

Plan number 001

Plan year 2024

ACK ID 20250416140042NAL0002284595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monterey Energy Group, Inc.'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 MONTEREY ENERGY GROUP, INC..

Finding similar companies…

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