2023 Form 5500 filing — Modigent LLC 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 20250425120016NAL0008841713001) for Modigent LLC 401(K) Plan, reported by Modigent LLC under EIN 86-1027390 and plan number 001. It reports 857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250425120016NAL0008841713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Modigent LLC
- EIN
- 86-1027390
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,927,004
- Net assets (EOY)
- $29,927,004
- Employer contributions
- $1,877,345
- Participant contributions
- $3,605,520
- Total income / additions
- $10,816,695
- Benefits paid
- $2,469,888
- Administrative expenses
- $176,455
- Total expenses
- $2,646,343
- Net increase / (decrease)
- $8,170,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assetmark Retirement Services, Inc. | NONE | $167,743 | not reported in the loaded dataset |