2023 Form 5500 filing — Modernatx, Inc. 401(K) 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 20241011122412NAL0036893744001) for Modernatx, Inc. 401(K) Plan, reported by Modernatx, Inc. under EIN 27-0226313 and plan number 001. It reports 3,780 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)$338MReported net assets$338,038,083
Participants3.8K3,780
Provider compensation$38.2K2 Schedule C row(s)$38,176
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011122412NAL0036893744001
Plan sponsor
Modernatx, Inc.
EIN
27-0226313
Plan number
001
Location
Cambridge, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$338M total assets
Net assets$338MLiabilities$0
Money in vs. money out
Total income / additions$174.4M
Total expenses$15.1M
Benefits paid / distributions$14.9M
Contributions
Employer$32.5M
Participant$62M
Full reported line items
Total assets (EOY)
$338,038,083
Total liabilities (EOY)
$0
Net assets (EOY)
$338,038,083
Employer contributions
$32,517,896
Participant contributions
$62,031,781
Total income / additions
$174,350,611
Benefits paid
$14,871,031
Administrative expenses
$83,244
Total expenses
$15,131,830
Net increase / (decrease)
$159,218,781
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $52.6K
  2. 2
    RECORDKEEPER · Direct -$14.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011122412NAL0036893744001 cover?
It is the 2023 Form 5500 filing for Modernatx, Inc. 401(K) Plan, reported by Modernatx, Inc. (EIN 27-0226313).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages