2023 Form 5500 filing — Moda Partners, Inc. Employee Retirement 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 20241015141850NAL0016601683001) for Moda Partners, Inc. Employee Retirement Plan, reported by Moda Partners, Inc. under EIN 93-1083363 and plan number 001. It reports 1,728 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141850NAL0016601683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moda Partners, Inc.
- EIN
- 93-1083363
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 1,728
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,598,647
- Total liabilities (EOY)
- $1,215
- Net assets (EOY)
- $187,597,432
- Employer contributions
- $6,408,311
- Participant contributions
- $7,897,659
- Total income / additions
- $40,637,743
- Benefits paid
- $7,116,448
- Administrative expenses
- $301,484
- Total expenses
- $7,417,932
- Net increase / (decrease)
- $33,219,811
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Retirement Plan Company | NONE | $210,323 | $0 |
| Charles Schwab Bank | NONE | $51,813 | $0 |
| R.V. Kuhns & Associates | NONE | $39,408 | not reported in the loaded dataset |