2023 Form 5500 filing — Modern Forge Companies Employee Retirement Benefit 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 20250121081258NAL0003341121001) for Modern Forge Companies Employee Retirement Benefit Plan, reported by Modern Forge Services, LLC under EIN 36-4773498 and plan number 002. It reports 823 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)$69.1MReported net assets$69,113,172
Participants823
Provider compensation$91.5K3 Schedule C row(s)$91,494
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250121081258NAL0003341121001
- Plan sponsor
- Modern Forge Services, LLC
- EIN
- 36-4773498
- Plan number
- 002
- Location
- Blue Island, IL
- 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)$69.1M total assets
Net assets$69.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $69,113,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,113,172
- Employer contributions
- $875,791
- Participant contributions
- $1,984,595
- Total income / additions
- $10,680,415
- Benefits paid
- $7,382,963
- Administrative expenses
- $92,597
- Total expenses
- $7,488,175
- Net increase / (decrease)
- $3,192,240
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | OTHER | $91,194 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | OTHER | $0 | $0 |