2023 Form 5500 filing — Modern Manufacturing & Engineering Inc. Retirement/Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905121101NAL0034937216001) for Modern Manufacturing & Engineering Inc. Retirement/Savings Plan, reported by Modern Manufacturing & Engineering Inc. under EIN 41-1775912 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.5MReported net assets$15,479,213
Participants156
Provider compensation$78.2K3 Schedule C row(s)$78,159
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240905121101NAL0034937216001
- Plan sponsor
- Modern Manufacturing & Engineering Inc.
- EIN
- 41-1775912
- Plan number
- 001
- Location
- Brooklyn Park, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.5M total assets
Net assets$15.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,479,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,479,213
- Employer contributions
- $185,394
- Participant contributions
- $921,598
- Total income / additions
- $3,303,647
- Benefits paid
- $1,121,351
- Administrative expenses
- $78,160
- Total expenses
- $1,199,837
- Net increase / (decrease)
- $2,103,810
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors | ADVISOR | $34,362 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,739 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $12,058 | not reported in the loaded dataset |