How big is Monarch Capital Advisors, LLC's plan?

Monarch Capital Advisors, LLC's plan reported $140K in assets and 5 participants for 2024.

Original filing (PDF)20250717122721NAL0000118995001

Monarch Capital Advisors, LLC

Name: Monarch Capital Advisors, LLC — Monarch Capital, Form 5500 (2024)
Creator: Monarch Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monarch Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Monarch Capital Advisors, LLC's Monarch Capital Advisors, LLC 401(k) Plan held $140K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

Plan identifiers

Monarch Capital Advisors, LLC's EIN is 88-0911474.

EIN 88-0911474

Plan number 001

Plan year 2024

ACK ID 20250717122721NAL0000118995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monarch Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monarch Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONARCH CAPITAL ADVISORS, LLC.

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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