· 2022–2024 · DOL EFAST2

HOUSING AUTHORITY - CO. OF MON — THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RESTATED MONEY PURCHASE PENSION PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20240104115217NAL0003575633001

HOUSING AUTHORITY - CO. OF MON

Form 5500-SF

FILING_RECEIVED

THE HOUSING AUTHORITY OF THE COUNTY OF MONTEREY RESTATED MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

58

Accounts w/ balance

91

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

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

59

Vendor & structure

100

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSING AUTHORITY - CO. OF MON.

Plan sponsor

Name

HOUSING AUTHORITY - CO. OF MON

EIN

94-6000757

Address

123 RICO STREET · SALINAS, CA · 939072157

Phone

(408) 424-2892

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-01-04

Pension benefit codes

2C · Money purchase (other than target benefit)

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 Health Care & Social Assistance plans

FAMILY & CHILDREN SERVICES, INC.

FAMILY & CHILDREN SERVICES, INC. RETIREMENT PLAN

$12.4M · 105 participants

EDGEWOOD CENTER FOR CHILDREN AND FAMILIES

EDGEWOOD 403(B) PLAN

$12.3M · 303 participants

SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC.

SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. 401(K) RETIREMENT PLAN

$12.3M · 141 participants

VISONQUEST NATIONAL, LTD.

VISIONQUEST NATIONAL, LTD. EE 401(K) PLAN

$12.3M · 553 participants

WESTERN YOUTH SERVICES