2023 Form 5500 filing — Modineer Co. Profit Sharing 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 20241014101323NAL0051827234001) for Modineer Co. Profit Sharing Savings Plan, reported by Modineer Co. under EIN 38-1511457 and plan number 001. It reports 1,264 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)$30.4MReported net assets$30,377,324
Participants1.3K1,264
Provider compensation$138.7K1 Schedule C row(s)$138,709
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014101323NAL0051827234001
- Plan sponsor
- Modineer Co.
- EIN
- 38-1511457
- Plan number
- 001
- Location
- Niles, MI
- 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)$30.4M total assets
Net assets$30.4MLiabilities$199
Full reported line items
- Total assets (EOY)
- $30,377,523
- Total liabilities (EOY)
- $199
- Net assets (EOY)
- $30,377,324
- Employer contributions
- $2,134,996
- Participant contributions
- $3,194,514
- Total income / additions
- $9,717,855
- Benefits paid
- $3,318,703
- Administrative expenses
- $138,709
- Total expenses
- $3,465,415
- Net increase / (decrease)
- $6,252,440
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $138,709 | $0 |