Plain-English plan 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, Modera Wealth Management, LLC 401(K) Plan is a benefit plan reported by Modera Wealth Management, LLC under EIN 27-3774197 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $28,248,553 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,248,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,248,553
- Net assets (BOY)
- $18,321,460
Income & contributions
- Employer contributions
- $862,303
- Participant contributions
- $2,390,787
- Total contributions
- $7,726,552
- Total income / additions
- $11,126,887
Expenses & distributions
- Benefits paid
- $1,194,761
- Administrative expenses
- $585
- Total expenses
- $1,199,794
- Net increase / (decrease)
- $9,927,093