2023 Form 5500 filing — Modern Office Methods Inc. Savings And Investment 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 20240910124850NAL0005650929001) for Modern Office Methods Inc. Savings And Investment Plan, reported by Modern Office Methods, Inc. under EIN 31-1479207 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910124850NAL0005650929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Modern Office Methods, Inc.
- EIN
- 31-1479207
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,194,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,194,281
- Employer contributions
- $320,579
- Participant contributions
- $1,388,227
- Total income / additions
- $4,837,179
- Benefits paid
- $2,200,753
- Administrative expenses
- $69,056
- Total expenses
- $2,269,809
- Net increase / (decrease)
- $2,567,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,635 | $0 |
| Horan Securities Inc | BROKER/ADVISER | $0 | $33,031 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,421 | not reported in the loaded dataset |